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WILLS & PROBATE INSTITUTE

September 12-13, 2002 - Houston, Texas
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Accredited by the State Bar of Texas MCLE Department for 13.5 MCLE hours,
including 2 hours of legal ethics.


Thursday, September 12, 2002

8:00 Registration and Continental Breakfast
underwritten by Southwest Guaranty Trust & Southwest Guaranty Court Trust, divisions of National Fiduciary Services, N.A.
8:40 Welcome and Opening Remarks
  • Professor Jean Powers, Director of CLE, South Texas College of Law
  • Linda C. Goehrs, Chair, Horrigan & Goehrs, L.L.P. Houston


Morning Moderator:
Hon. Mike Wood, Harris County Probate Court No. 2

8:45 Planning and Drafting Under the New Tax Laws
  • Mickey R. Davis, Davis Ridout Jones & Gerstner, L.L.P. - Houston

9:30 Administration from Start to Finish
(includes .25 hour of legal ethics)
  • Julie M. Dallison, Julie McDaniel Dallison, Attorney at Law - Houston

10:15 Morning Break
10:30 Educational Planning for Children
  • H. Kate Hopkins, Kroney Mincey, Inc. - Dallas

11:15 Case Law Update
  • Professor Gerry W. Beyer, St. Mary's University School of Law - San Antonio

12:00 Lunch Presentation (presentation from 12:15 - 1:15 p.m.)
Planning for the Second Marriage
  • Stefnee D. Ashlock, Fizer, Beck, Webster, Bentley and Scroggins - Houston
  • Kristi N. Elsom, Fizer, Beck, Webster, Bentley and Scroggins - Houston
  • Scott Schepps, Fizer, Beck, Webster, Bentley and Scroggins - Houston


Afternoon Moderator:
Hon. Rory R. Olsen, Harris County Probate Court No. 3

1:30 Alternatives to Complex Estate Administration
  • Professor Helen B. Jenkins, South Texas College of Law - Houston

2:00 Powers of Attorney - Update and Abuses
  • Mary S. Galligan, Law Offices of Galligan & Manning - Houston

2:30 Pitfalls to Avoid in Disclaimers
  • David S. Cook, Fulbright & Jaworski L.L.P. - Houston

3:00 Afternoon Break
3:15 Guardianships - A to Z
  • W. Cameron McCulloch, Thompson & Knight, L.L.P. - Houston

4:00 Daubert Challenges in Cross-Examination of Expert Witnesses in Probate and Guardianship Litigation
  • Georgia H. Akers, Harris County Probate Court No. 3 - Houston

4:45 Adjourn

Total MCLE hours for Thursday = 7 hours, including .25 hour of legal ethics.

Friday, September 13, 2002

8:00 Continental Breakfast
underwritten by Southwest Guaranty Trust & Southwest Guaranty Court Trust, divisions of National Fiduciary Services, N.A.
 

Morning Moderator:
Hon. Russell P. Austin, Harris County Probate Court No. 1

8:45 Beneficiary Designations for Qualified Plans and IRAs in view of the Final M. R. D. Regulations
  • Karen S. Gerstner, Davis Ridout Jones & Gerstner, L.L.P. - Houston

9:30 Representing the Estate and Trust Beneficiary
  • Ray J. Black, Jr., Cenatiempo & Ditta - Houston


10:15
Morning Break
10:30 Modifications and Terminations of Trusts:
Parties and the Future
  • Edward V. Smith, III, Graham and Smith, L.L.P. - Dallas

11:15 What to Do for a Client who Expects a Will Contest
  • Richard B. Walters, Kormeier & Walters, L.L.P. - Houston

12:00 Lunch Presentation (presentation from 12:15 a.m. - 1:15 p.m.)
The Attorney-Client Relationship
(Ethics topic)
  • Michael B. Newman, Newman Law Firm - Houston


Afternoon Moderator:
Hon. William C. McCulloch, Harris County Probate Court No. 4

1:30 Don't Come to My Office with Suing Me on Your Mind:
Ethical Engagement Letters
(Ethics topic)
  • R. Hal Moorman, Moorman, Tate, Moorman, Urquhart & Haley, L.L.P. - Brenham

2:15 Characterization and Tracing of Assets
  • Paula A. Miller, PA Miller Consulting, Inc. - Houston

2:45 Afternoon Break
3:00 Creditor's Claims
  • Gus G. Tamborello, Gus G. Tamborello, P.C. - Houston

3:45 Personal Injury, Wrongful Death and Survivor Actions in Probate Court
  • Jimmy Walker, Dinkins Kelly Lenox & Lamb, L.L.P. - Houston

4:15 Adjourn

Total MCLE hours for Friday = 6.5, including 1.75 hour of legal ethics
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