Continuing Legal Education at South Texas College of Law

 


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WILLS AND PROBATE INSTITUTE
September 14-15, 2006
Houston, Texas

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Accredited by the State Bar of Texas MCLE Department for 13.25 MCLE hours, including 4.0 Ethics Hours.

Thursday, September 14, 2006

8:00 REGISTRATION and Continental Breakfast
sponsored by Encore Trust Company, N.A.

8:50 Welcome and Opening Remarks
  • James J. Alfini, Dean and President, South Texas College of Law - Houston

Morning Moderator:
Hon. Rory R. Olsen, Harris County Probate Court No. 3
9:00 Anatomy of a Will
  • Bernard E. "Barney" Jones, Attorney at Law - Houston

10:00 Morning Break

10:15 Alternatives to Probate
  • Ronald L. Lipman, Lipman & Associates, P.C. - Houston

10:45 Engagement Letters
(Ethics Topic)
  • R. Hal Moorman, Moorman, Tate, Moorman, Urquhart & Haley, L.L.P. - Brenham

11:15 Case Law Update
(includes .25 hour of legal ethics)
  • Professor Gerry W. Beyer, Governor Preston E. Smith Regents' Professor of Law,
    Texas Tech University School of Law - Lubbock

11:45 Lunch Break
Lunch sponsored by United States Trust Company, N.A.
(pick up lunch and return to the auditorium)

12:00 Lunch Presentation
Elder Abuse and Exploitation
Moderator:
  • Georgia H. Akers, Harris County Probate Court No. 3 - Houston
Panelists:
  • James Booker, M.A., Department of Family and Protective Services, Adult Protective Services - Houston
  • Candace Broussard, Department of Family and Protective Services, Legal Department - Houston
  • Christopher C. Forbes, McDonald Worley P.C. - Houston

1:00 After Lunch Break

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Afternoon Moderator:
Hon. Mike Wood, Harris County Probate Court No. 2
1:15 Bankruptcy Reform and Impact on Asset Protection Planning
(includes .25 hour of legal ethics)
  • Liz Freemen, Locke Liddell & Sapp LLP - Houston

1:45 Estate Creditor's Claims and Dependent Administration
(includes .25 hour of legal ethics)
  • Jeannine C. Flynn, Attorney at Law - Houston
  • Tammy C. Manning, Law Offices of Galligan & Manning - Houston

2:15 Representing the Estate and Trust Beneficiary
  • Michael J. Cenatiempo, Cenatiempo & Ditta, L.L.P. - Houston

2:45 Afternoon Break

3:00 Significant Changes to Medicaid
(includes .25 hour of legal ethics)
  • Wesley E. Wright, Wright Abshire, Attorneys, P.C. - Bellaire

3:45 Discovery Tool Kit
  • Kenneth J. Fair, Jones McClure Publishing - Houston
  • Suzanne E. Goss, Campbell, Harrison & Dagley L.L.P. - Houston

4:15 Top Ten Tax Issues in Estate/Gift Law
  • Mickey R. Davis, Bracewell & Giuliani, LLP - Houston

4:45 Adjourn

Total MCLE hours for Thursday = 6.75 hours,
including 1.5 hour of legal ethics

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Friday, September 15, 2006

8:30 Continental BreakfastContinental Breakfast Continental Breakfast
sponsored by Encore Trust Company, N.A.

Morning Moderator:
Hon. Russell P. Austin, Harris County Probate Court No. 1
9:00 The New American Family:
Science and Intestate Succession
  • Jason B. Ostrom, Ostrom/Sain, LLP - Houston

9:30 'Til Death Do Us Part?
The Texas Doctrine of Fraud on the Spouse
  • Brian D. Cororve, Campbell & Riggs, P.C. - Houston

10:00 Morning Break

10:15 Initiation and Administration of Guardianships
(includes .25 hour of legal ethics)
  • Linda C. Goehrs, Horrigan & Goehrs, L.L.P. - Houston

10:45 Navigating The Quagmire of Potential Claims Against Estate Planning, Trust, Probate and Guardianship Attorneys
(Ethics Topic)
  • Sharon B. Gardner, Crain, Caton & James P.C. - Houston
  • Sarah Patel Pacheco, Crain, Caton & James P.C. - Houston

11:45 Lunch Break
Lunch sponsored by United States Trust Company, N.A.
(pick up lunch and return to the auditorium)

12:00 Lunch Presentation
Supreme Court Decision on Howard Marshall Estate
  • Robert S. McIntyre, Jr., Thompson & Knight LLP - Houston

1:00 After Lunch Break

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Afternoon Moderator:
Hon. William C. McCulloch, Harris County Probate Court No. 4
1:15 Identifying Conflicts of Interests When Representing Spouses or the Surviving Spouse and the Deceased Spouse's Estate
(Ethics Topic)
  • Professor Thomas M. Featherston, Jr., Baylor University School of Law - Waco

2:15 Powers of Attorney:
Uses, Abuses and Case Strategies
(includes .25 hour of legal ethics)
  • Bridget O'Toole Purdie, Bracewell & Giuliani, LLP - Houston

2:45 More on Marshall and Terk:
The Changing Landscape Ahead
  • John L. Hopwood, Locke Liddell & Sapp LLP - Houston

3:15 Afternoon Break

3:30 Reciprocal Trust Planning
  • Derek L. Fletcher, Winstead Sechrest & Minick P.C. - Dallas

4:00 Probate Jurisdiction
  • Hon. Ruth Ann Stiles, Harris County Probate Court No. 1 - Houston

4:30 Adjourn

Total MCLE hours for Friday = 6.5 hours, including 2.5 hours of legal ethics

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For Questions regarding Continuing Legal Education, Email: ksmith@stcl.edu