2014 Seminar

CLE Logo 2014

We, at the Estate Planning & Community Property Law Journal, are pleased to announce our 2014 CLE and Expo!  This event will be held on Friday, March 7, 2014, in the Mark and Becky Lanier Professional Development Center at the Texas Tech University School of Law.

Attendees will have the opportunity to learn from top estate planning professionals and network with professionals within the estate planning community.  This year’s speakers include leading Texas practitioners, nationally recognized professors, and student editors from the Estate Planning & Community Property Law Journal.  A reservation will also include a one-year subscription to the Estate Planning & Community Property Law Journal.  This is one seminar you do not want to miss!

Those who attend our CLE can receive 6.75 CLE or CPE hours and 1.25 Ethics Hours.  A reservation costs $115 for the general public and $85 for TTU Alumni, ACTEC Fellows, LCBA Members, and SPTEC Members.  To make a reservation, please click here!

If you are interested in sponsoring the CLE or purchasing a booth space in our exhibitor and vendor booth area, please click here!

Provided below is the schedule for this year’s seminar:

7:30 Registration and Breakfast

8:30 Welcoming Remarks

8:40 Guardianship Update
Sarah Pacheco, Texas Practitioner (Crain, Caton & James, P.C.)

9:25 Trust Decanting
Shannon G. Guthrie, Texas Practitioner (Benenati Law Firm, P.C.)

10:10 Break

10:20 Estate Planning Legislation Adopted by the 2013 Texas Legislature
William D. Pargaman, Texas Practitioner (Saunders, Norval, Pargaman & Atkins)

11:05 Student Speaker

11:15 Break

11:25 Common Probate Errors from a Probate Judge’s Perspective
Judge Nikki DeShazo, Retired Probate Judge

12:10 Student Speaker

12:20 Break for Lunch

12:40 Case Law Update
Professor Gerry W. Beyer (Governor Preston E. Smith Regents Professor of Law, Texas Tech University School of Law)

1:25 Student Speaker

1:35 Break

1:45 Federal Transfer Tax: Valuation Issues
Charles King, Texas Practitioner (Sprouse Shrader Smith Law Firm)

2:30 Remedies for Breach of Fiduciary Duties
Mary Burdette, Texas Practitioner (Calloway, Norris, Burdette & Weber, PLLC)

3:15 Break

3:25 Same-Sex Estate Planning After SCOTUS Decisions
Professor William P. LaPiana (Rita and Joseph Solomon Professor of Wills, Trusts and Estates, New York Law School)

4:10 Student Speaker

4:20 Reception