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Estate Planning Cyber Property: Electronic Communications, Cryptocurrency, Non-Fungible Tokens, and The Metaverse, Central Florida Estate Planning Council (2023)
Recent Cases: Intestacy, Wills, Probate, & Trusts, Annual Meeting, Texas College of Probate Judges (2023)
Estate Case Law Update, Summit 2023, Texas Society of CPAs (2023).
Case Law Update, 47th Annual Advanced Estate Planning & Probate Course, TexasBarCLE (2023)
“I Prepared the Decedent’s Will” – To Tell or Not to Tell, That is the Question, Kansas City Estate Planning Symposium (2023)
Case Law Update, Probate, Trusts, & Estates Law Section, Dallas Bar Association (2023)
Multistate Estate Planning Techniques, UCLA-CEB, 45th Annual Estate Planning Institute (2023)
Recent Estate Planning Developments from the Texas Courts, Legal Aid of NorthWest Texas (2023)
Recent Developments from the Texas Courts, Collin County Bar Association, Probate Section (2023)
Case Law Update: Intestacy, Wills, Probate, and Trusts, 15th Annual Estate Planning & Community Property Law Journal Seminar (2023)
Estate Planning for Cyber Property: Electronic Communications, Non-Fungible Tokens, Cryptocurrency, and the Metaverse, 58th Annual Program: Short Course on Estate Planning, Center for American and International Law (2023)
Fiduciary Selection, 58th Annual Program: Short Course on Estate Planning, Center for American and International Law (2023)
Intestate Succession: What Every Texas Estate Planning Needs to Know, 58th Annual Program: Short Course on Estate Planning, Center for American and International Law (2023)
Anticipating Will Contests and How to Avoid Them, 58th Annual Program: Short Course on Estate Planning, Center for American and International Law (2023)
State Law Pitfalls: Don’t Step in It When Your Client Steps Across State Lines, Knoxville Estate Planning Council (2023)
Avoiding the Estate Planning “Blue Screen of Death” with Competent and Ethical Practices, Estate Planning Council of Birmingham (2023)
Anticipating Wills Contests and How to Avoid Them, Milwaukee Estate Planning Forum (2022)
Estate Planning in a Cyber World – Electronic Communications, Cryptocurrency, Non-Fungible Tokens, and the Metaverse, Boston Estate Planning Counsel (2022)
Morals From the Courthouse: A Study of Recent Texas Cases Impacting the Wills, Probate, and Trust Practice, Estate Planning and Probate Law Section, Hidalgo County Bar Association (2022)
Estate Planning for Virtual Property – Electronic Communications, Cryptocurrency, Non-Fungible Tokens, and the Metaverse, Financial Planning Association of Greater Indiana (2022)
Estate Planning for Virtual Property – Electronic Communications, Cryptocurrency, Non-Fungible Tokens, and the Metaverse, Red River Valley Estate Planning Council (2022)
Anticipating Will Contests and How to Avoid Them, 48th Annual Notre Dame Tax & Estate Planning Institute (2022)
Morals From the Courthouse: A Study of Recent Texas Cases Impacting the Wills, Probate, and Trust Practice, Estate Planning Council of Central Texas (2022)
Estate Planning in a yber World: Cryptocurrency, Non-Fungible Tokens, and Electronic Communications, 18th Annual Jerry A. Kasner Estate Planning Symposium (2022).
Recent Cases: Intestacy, Wills, Probate, and Trusts, Texas College of Probate Judges Annual Meeting (2022)
Case Law Update, TexasBarCLE, 46th Annual Advanced Estate Planning & Probate Course, ch. 1 (2022).
What Do You Desire? Will Bequests – A Person’s Last Chance to Be Creative, Probate, Trusts, & Estates Section, Houston Bar Association (2022)
Estate Planning in a Cyber World: Cryptocurrency, Non-Fungible Tokens, and E-mail, Eugene Estate Planning Council (2022)
Recent Developments, 30th Annual Institute on Estate Planning, Amarillo Area Estate Planning Council (2022)
Estate Planning for Cyber Property, 30th Annual Institute on Estate Planning, Amarillo Area Estate Planning Council (2022)
Recent Developments from the Texas Courts, Midland-Odessa Estate Planning Council (2022)
Estate Planning in a Cyber World: Cryptocurrency, Non-Fungible Tokens, and E-mail, Northern Trust Master Series (2022)
Anticipating Will Contests and How to Avoid Them, Southern Nevada Estate Planning Council (2022)
What Estate Planners in Common Law Marital Property States Need to Know About Community Property, 41st Annual Kansas City Estate Planning Symposium (2022)
Avoiding the Estate Planning Blue Screen of Death With Competent and Ethical Practices, 41st Annual Kansas City Estate Planning Symposium (2022)
Morals From the Courthouse: A Study of Recent Cases Impacting the Wills, Probate, and Trust Practice, Probate, Trusts, and Estates Section, Dallas Bar Association (2022)
Case Law Update, Collin County Bar Association, Estate Planning & Probate Section (2022)
Estate Planning in a Cyber World, ALI/CLE (2022).
The Twin “N’s” – NIL (name-image-likness) and NFTs (non-fungible tokens) – How to Manage Them In Your Estate Planning Practice [NFT Segment], Annual Meeting of the American College of Trust and Estate Counsel (2022)
Case Law Update: Intestacy, Wills, Probate, and Trusts, Estate Planning and Community Property Law Journal CLE & Expo (2022)
Morals from the Courthouse: A Study of Recent Texas Cases Impacting the Wills, Probate, and Trust Practice, Docket Call in Probate Court (2022)
Avoiding the Estate Planning “Blue Screen of Death” with Competent and Ethical Practices, San Antonio Estate Planning Council (2021)
Avoiding the Most Common Ethical Errors in Estate Planning, ALI-CLE (2021)
Don’t Get Lost in Cyberspace: How to Plan for and Administer Digital Assets, 29th Annual Estate Planning Institute, Community Foundation of Southern New Mexico (2021)
Just Because You Are Still Alive Doesn’t Mean You Cannot Probate Your Will: Ante-Mortem Probate as the Ultimate Will Contest Prevention Technique, Representing Estate and Trust Beneficiaries and Fiduciaries, ALI-CLE (2021)
Electronic Wills: The Changing Future of the Estate Practice, The Tax & Estate Planning Forum (2021)
Don’t Get Lost in Cyberspace: How to Plan for and Administer Digital Assets, The Tax & Estate Planning Forum (2021).
Electronic Wills and Technology: The Changing Future of the Estate Practice, Twenty-Ninth Annual Institute on Estate Planning, Amarillo Area Estate Planning Council (2021)
Fundamentals of Texas Multiple-Party Accounts, Twenty-Ninth Annual Institute on Estate Planning, Amarillo Area Estate Planning Council (2021).
Pet Trusts: Providing for Non-Human Family Members, 32nd Annual Estate Planning & Probate Drafting Course, TexasBarCLE (2021)
Recent Cases: Intestacy, Wills, Probate, and Trusts, Annual Meeting of the Texas College of Probate Judges (2021)
Don’t Get Lost in Cyberspace: How to Plan for and
Administer Digital Assets, Eplanners (2021)
State Law Pitfalls: Don’t Step In It When Your Client Steps Across State Lines, Eplanners (2021)
Electronic Wills: The Changing Future of the Estate Practice, Santa Fe Estate Planning Council (2021)
Case Law Update, 45th Annual Advanced Estate Planning & Probate Course, State Bar of Texas ch. 1 (2021)
Electronic Wills: The Changing Future of the Estate Practice, 48th Midwest Estate Tax & Business Planning Institute (2021)
Anticipating Will Contests and How to Avoid Them, 48th Midwest Estate Tax & Business Planning Institute (2021)
Morals From the Courthouse: A Study of Recent Texas Cases Impacting the Wills, Probate, and Trusts Practice, Houston Bar Association, Probate, Trust, & Estate Section (2021)
Anticipating Will Contests and How to Avoid Them, Estate Planning Council of Northern Nevada (2021)
State Law Pitfalls: Don’t Step in It When Your Client Steps Across State Lines, Estate Planning Council of Northern Nevada (2021)
Your Pleasure or Business Cannabis Client: It’s High Time Estate Planners Know What to Do, Financial Planning Association of Greater Indiana (2021) (co-authored with Alana Eve Rosen)
Morals from the Courthouse: A Study of Recent Texas Cases Impacting the Wills, Probate, and Trusts Practice, Dallas Bar Association, Probate, Trusts, & Estates Section (2021)
Don’t Get Lost in Cyberspace: How to Plan for and Administer Digital Assets, 40th Kansas City Estate Planning Symposium (2021)
Morals From the Courthouse: A Study of Recent Texas Cases Impacting the Wills, Probate, and Trusts Practice, Collin County Bar Association Estate Planning & Probate Section (2021).
Anticipating Wills Contests and How to Avoid Them, Estate Planning Council of Central Texas (2021)
Cyber Estate Planning and Administration, DC Bar Communities (2021)
Case Law Update: Intestacy, Wills, Probate, and Trusts, 13th Annual Estate Planning & Community Property Law Journal CLE & Expo (2021)
What Do You Desire? Will Bequests—A Person’s Last Chance To Be Creative, South Plains Trust & Estate Council (2021)
Case Law Update: Intestacy, Wills, Probate and Trusts, Tarrant County Probate Bar Association (2021)
Unusual Will Provisions and Enforcement Issues, Estate Planning Forum, Sacramento Estate Planning Council (2021)
Cyber Estate Planning and Administration, Estate Planning Forum, Sacramento Estate Planning Council (2021)
Anticipating Will Contests and How to Avoid Them, Knoxville Estate Planning Council (2020)
Cyber Estate Planning and Administration, San Antonio Estate Planners Council (2020).
Cyber Estate Planning and Administration, Estate Planning Council of Rhode Island (2020)
Avoiding the Estate Planning “Blue Screen of Death”
With Competent and Ethical Practices, The Tax & Estate Planning Forum
(2020)
State Law Pitfalls: Don’t Step In It When Your
Client Steps Across State Lines, The Tax & Estate Planning Forum (2020)
Electronic Wills & Related Issues: The Changing Future of the Trusts and Estate Practice, 2020 Annual Estate Planning Institute, Community Foundation of Southern New Mexico (2020)
Avoiding the Estate Planning “Blue Screen of Death” With Competent and Ethical Practices, 46th Annual Notre Dame Tax & Estate Planning Institute (2020)
Cyber Estate Planning and Administration, Baltimore Estate Planning Council (2020)
What If Your Parent Outlives You? Preparing for Your Bird’s Future, Phoenix Landing Foundation (2020)
COVID-19 and the Estate Planner, Texas RioGrande Legal Aid (2020)
Cyber Estate Planning and Administration, Conner-Zaritsky 41st Annual Advanced Estate Planning and Administration Seminar, Virginia Law Foundation (2020)
Case Law Update, E-Texas Advanced Paralegal CLE All Stars Seminar, Paralegal Division, State Bar of Texas (2020).
COVID-19 and the Estate Planner, Hidalgo County Bar Association (2020)
Case Law Update: Intestacy, Wills, Probate, and Trusts, Texas College of Probate Judges, 2020 Annual Meeting (2020)
Avoiding the Estate Planning “Blue Screen of Death” with Competent and Ethical Practices, ALI-CLE (2020).
Case Law Update, State Bar of Texas, Advanced Estate Planning & Probate Court (2020)
Technology’s Impact on the Changing Future of the Trusts and Estates Practice, Midland Odessa Business and Estate Council (2020)
Morals from the Courthouse: A Study of Recent Texas Cases Impacting the Wills, Probate, and Trusts Practice, Dallas Bar Association, Probate, Trusts, & Estates Section (2020)
Your Pleasure or Business Cannabis Client: It’s High Time Estate Planners Know What to Do, Kansas City Estate Planning Symposium (2020)
Electronic Wills and Related Issues: The Changing Future of the Trusts and Estate Practice, Kansas City Estate Planning Symposium (2020)
Morals from the Courthouse: A Study of Recent Texas Cases Impacting the Wills, Probate, and Trusts Practice, Collin County Bar Association, Estate Planning & Probate Section (2020)
Just Because You Are Still Alive Doesn’t Mean You Cannot Probate Your Will: Ante-Mortem Probate as the Ultimate Will Contest Prevention Technique, 2020 Annual Professional Program, America College of Trust and Estate Counsel (2020)
Anticipating Wills Contests and How to Avoid Them, American Law Institute CLE (2020)
Morals from the Courthouse: A Study of Recent Texas Cases Impacting the Wills, Probate, and Trusts Practice, 12th Annual Estate Planning & Community Property Law Journal CLE &Expo (2020).
Aiming High and Getting High: Estate Planning for Guns and Marijuana, South Plains Trust and Estate Council (2020)
Morals from the Courthouse: A Study of Recent Texas Cases Impacting the Wills, Probate, and Trust Practice, Docket Call in Probate Court, San Antonio Estate Planners Council (2020)
Estate Planners Day 2020, Southern Arizona Estate Planning Council (2020):
Don’t Get Lost in Cyberspace: How to Plan for and Administer Digital Assets, Heckerling Estate Planning Institute (2020)
State Law Pitfalls: Don’t Step In It When Your Clients Steps Across State Lines, San Antonio Estate Planners Council (2019)
Anticipating Will Contests and How to Avoid Them, Red River Valley Estate Planning Council (2019)
State Law Pitfalls: Don’t Step in It When Your Clients Step Across State Lines, Red River Valley Estate Planning Council (2019)
Cyber Estate Planning & Administration, Community Foundation of Sarasota County (2019)
Avoiding the Estate Planning “Blue Screen of Death” with Competent and Ethical Practices, Southwest Florida Estate Planning Council (2019)
Technology’s Impact on the Changing Future of the Trusts and Estates Practice, 39th Annual Tax & Estate Planning Forum (2019)
Preparing a Will [Trust and Other Estate Planning Documents] for a Client with Communication Challenges, 39th Annual Tax & Estate Planning Forum (2019)
Recent Cases: Intestacy, Wills, Probate, & Trusts, Annual Meeting, Texas College of Probate Judges (2019)
Case Law Update, State Bar of Texas, 43rd Advanced Estate Planning & Probate Course (2019)
Cyber Estate Planning & Administration, 46th Annual Midwest Estate, Tax, and Business Planning Institute (2019)
State Law Pitfalls: Don’t Step In It When Your Client Steps Across State Lines, Chicago Estate Planning Council (2019)
Cyber Estate Planning and Administration, 2019 Spring Conference, National College of Probate Judges (2019)
Estate Planning Malpractice and Ethics, 2019 Annual Conference, National Academy of Elder Law Attorneys (2019)
Fundamentals of Texas Multiple-Party Accounts, Midland Odessa Business and Estate Council (2019)
Intestate Succession: What Every Texas Legal Professional Needs to Know, Annual Educational Conference, Texas Association of Legal Professionals (2019)
Morals From the Courthouse: A Study of Recent Texas Cases Impacting the Wills, Probate, and Trusts Practice, Twenty-Eighth Annual Institute on Estate Planning, Amarillo Area Estate Planning Council (2019)
A Review of Enacted (if any) and Proposed Legislation Impacting Texas Estate Planners, Twenty-Eighth Annual Institute on Estate Planning, Amarillo Area Estate Planning Council (2019)
State Law Pitfalls: Don’t Step in it When Your Client Steps Across State Lines, Twenty-Eighth Annual Institute on Estate Planning, Amarillo Area Estate Planning Council (2019)
State Law Pitfalls: Don’t Step In It When Your Clients Step Across State Lines, 38th Annual Kansas City Estate Planning Symposium (2019)
Morals From the Courthouse: A Study of Recent Texas Cases Impacting the Wills, Probate, and Trust Practice, Probate, Trusts, and Estates Section, Dallas Bar Association (2019)
Morals From the Courthouse: A Study of Recent Texas Cases Impacting the Wills, Probate, and Trust Practice, Estate Planning and Probate Section, Collin County Bar Association (2019)
Alternatives to Regular Probate, Spring 2019 Judicial Education Session, Texas Association of Counties (2019)
Case Law Update, 11th Annual Estate Planning and Community Property CLE & Expo (2019)
Morals From the Courthouse: A Study of Recent Texas Cases Impacting the Wills, Probate, and Trust Practice, South Plains Trust & Estate Council (2019)
Cyber Estate Planning and Administration, 2019 Arkansas Bar Association Mid-Year Meeting (2019)
Anticipating Will Contests and How to Avoid Them, 2019 Arkansas Bar Association Mid-Year Meeting (2019)
State Law Pitfalls: Don’t Step In It When Your Client Steps Across State Lines, Probate, Trust, and Estates Section, Houston Bar Association (2018)
Aiming High and Getting High: Estate Planning for Guns and Marijuana, 39th Annual Inland Empire Estate Planning Seminar (2018)
Cyber Estate Planning and Administration, The 38th Annual Tax & Estate Planning Forum (2018)
Cyber Estate Planning and Administration, El Paso Estate Planning Council (2018)
Effects of Legalized Marijuana on Estate Planning, Siouxland Estate Planning Council (2018)
Planning to Avoid Will/Trust Contests, Including Alaska’s Pre-Mortem Probate Statute, Alaska Chapter of the American College of Trust and Estate Counsel, Estate & Tax Planning CLE (2018)
Case Law Update, State Bar of Texas, 42nd Advanced Estate Planning & Probate Course (2018)
Cyber Estate Planning and Administration, Probate, Trusts, and Estates Section, Houston Bar Assocation (2018) (co-authored with Kerri Nipp)
Appellate Case Law Update, The Basics of Texas Intestate Succession Law, and Estate Planning Highlights of the 2017 Texas Legislature, Probate Academy, Texas Association of Counties (2018)
Practical Planning for Digital Assets and Administration of Digital Assets, 32nd Annual Estate Planning & Probate Section All-Day CLE, Austin Bar Association (2018) (co-authored with Kerri Nipp)(co-authored with Kerri Nipp)
Cyber Estate Planning and Administration, Estate Planning 2018 Seminar, Midland College Foundation and Midland Memorial Hospital Foundation (2018)
Trusts for Pets, Drugs, and Lock and Load, 37th Annual Kansas City Estate Planning Symposium (2018)
Morals From the Courthouse: A Study of Recent Texas Cases Impacting the Wills, Probate, and Trusts Practice, Probate, Trusts, and Estates Section, Dallas Bar Association (2018)
Morals From the Courthouse: A Study of Recent Texas Cases Impacting the Wills, Probate, and Trusts Practice, Estate Planning and Probate Section, Collin County Bar Association (2018).
Avoiding the Estate Planning “Blue Screen of Death” with Competent and Ethical Practices, Lubbock County Young Lawyers Association (2018)
Digital Assets and Special Needs Planning, Spring Meeting, Special Needs Alliance (2018) (co-authored with Kerri Nipp)
State Law Pitfalls: Don’t Step in It When Your Clients Step Across State Lines, Seminar A, American College of Trust and Estate Counsel 2018 Annual Meeting (2018)
Morals From the Courthouse: A Study of Recent Texas Cases Impacting the Wills, Probate, and Trusts Practice, Estate Planning and Community Property Law Journal CLE & Expo (2018)
Intestate Succession: What Every Texas Estate
Planning Needs to Know, Texas Tech University Department of Personal
Financial Planning Opportunity Days (2018)
Morals From the Courthouse: A Study of Recent Texas Cases Impacting the Wills, Probate, and Trusts Practice, Texas Tech University Department of Personal Financial Planning Opportunity Days (2018)
Morals From the Courthouse: A Study of Recent Texas Cases Impacting the Wills, Probate, and Trusts Practice, 2018 Docket Call in Probate Court, The San Antonio Estate Planners Council (2018)
Avoiding the Estate Planning “Blue Screen of Death” with Competent and Ethical Practices, Tarrant County Probate Bar Association (2018).
Cyber Estate Planning and Administration, South Plains Trust & Estate Council (2018) (co-authored with Kerri Nipp)
Anticipating Wills Contests and How to Avoid Them, Southern Nevada Estate Planning Council (2018).
Practical Planning for Digital Assets and Administration of Digital Assets by Fiduciaries, Forty-Third Annual Notre Dame Tax and Estate Planning Institute (2017) (co-authored with Kerri Nipp)
Estate Planning Highlights of the 2017 Texas Legislature, San Antonio Estate Planners Council (2017)
Cyber Estate Planning and Administration, Professional Advisor Continuing Education Series, University of Hawaii Foundation (2017) (co-authored with Kerri Nipp)
Avoiding the Estate Planning “Blue Screen of Death” with Competent and Ethical Practices, Professional Advisor Continuing Education Series, University of Hawaii Foundation (2017)
Avoiding the Estate Planning “Blue Screen of Death” with Competent and Ethical Practices, Midland Odessa Business and Estate Counsel (2017)
Cyber Estate Plannng and Adminstration, American College of Trust and Estate Counsel, 2017 Rocky Mountain Regional Meeting (2017) (co-authored with Kerri Nipp)
Recent Cases: Intestacy, Wills, Probate, and Trusts, Texas College of Probate Judges (2017)
Avoiding the Estate Planning “Blue Screen of Death” with Competent and Ethical Practices, in State Bar of Georgia Institute of Continuing Legal Education, 51st Annual Fiduciary Law Institute (2017)
Estate Planning for the “Weaponized” Client, U.S. Trust Education Seminar Series (2017)
Cyber Estate Planning & Administration and Aiming High and Getting High: Estate Planning for Guns and Marijuana, 2017 State Bar of Arizona Annual Convention (2017)
What Estate Planners in Common Law Marital Property States Need to Know About Community Property and Avoiding the Estate Planning “Blue Screen of Death” with Competent and Ethical Practices, 44th Annual Midwest Estate, Tax & Business Planning Institute (2017)
Case Law Update, in 41st Annual Advanced Estate Planning & Probate Course, State Bar of Texas (2017)
Avoiding the Estate Planning “Blue Screen of Death” with Competent and Ethical Practices, Probate, Trusts, & Estates Section, Houston Bar Association (2017)
Morals from the Courthouse: A Study of Recent Texas Cases Impacting the Wills, Probate, and Trust Practice, Houston Area Disability Elder Law Attorney Association (2017)
Cyber Estate Planning and Administration, and
Estate Planning for “Weaponized” Clients, Estate Planning Council of
North Texas (2017)
Transfer on Death Deeds, Cyber Estate Planning and Administration, and Estate Planning for “Weaponized” Clients, Twenty-sixth Annual Institute on Estate Planning, Amarillo Area Estate Planning Council (2017)
Anticipating Will Contests and How to Avoid Them, The Douglas W. Conner 38th Annual Advanced Estate Planning and Administration Seminar (2017)
Anticipating Will Contests and How to Avoid Them, Kansas City Estate Planning Symposium, (2017)
Morals from the Courthouse: A Study of Recent Texas Cases Impacting the Wills, Probate, and Trust Practice, Dallas Bar Association—Probate, Trusts and Estates Section (2017)
Cyber Estate Planning and Administration and Avoiding the Estate Planning “Blue Screen of Death” With Competent and Ethical Practices, Red River Valley Estate Planning Council (Fargo, North Dakota) (2017)
Case Law Update, 2017 Estate Planning & Community Property Law Journal Seminar (2017)
Intestate Succession: What Every Texas Estate Planner Needs to Know, South Plains Trust and Estate Council (2017)
Cyber Estate Planning and Administration, Tarrant County Probate Bar Association (2017) (co-authored with Kerri Nipp)
Planning for Digital Assets, Siouxland Estate Planning Council (2017 )(co-authored with Kerri Nipp)
Cyber Estate Planning and Administration, Tarrant County Bar Association, Fort Worth Business & Estate Section (2016)(co-authored with Kerri Nipp)
Cyber Estate Planning and Administration, Houston Chapter of the Society of Financial Services Professionals (2016) (co-authored with Kerri Nipp)
Cyber Estate Planning and Administration, Communities Foundation of Texas (2016) (co-authored with Kerri Nipp)
Cyber Estate Planning and Administration, Midland Odessa Business and Estate Council (2016) (co-authored with Kerri Nipp)
“What’ll You do [With Me] When I’m Gone: Controlling Body Disposition: The Law and the Macabre, Houston Estate & Financial Forum (2016)
Avoiding the Estate Planning “Blue Screen of Death” with Competent and Ethical Practices, 24th Annual Estate Planning Institute, Community Foundation of Southern New Mexico (2016)
Aiming High and Getting High: Estate Planning for Guns and Marijuana, 24th Annual Estate Planning Institute, Community Foundation of Southern New Mexico (2016)
Cyber Estate Planning and Administration, Planned Giving Round Table of Northern Nevada (2016)
Dog Gone (It)? Why Didn’t My Human Set Up a Pet Trust for Me?, Planned Giving Round Table of Northern Nevada (2016).
Cyber Estate Planning and Administration, Estate Planning Council of Birmingham (2016)
Anticipating Will Contests and How to Avoid Them, in Advanced Estate Planning Conference, Texas Society of Certified Public Accountants (2016)
Digital Assets, Pets, and Guns: Estate Planning Does Not Include Just Grandma’s Cameo Brooch Anymore, FPA of Greater Kansas City (2016)
Dog Gone? (it) – Why Didn’t My Human Set Up a Pet Trust for Me?, VirginiaCLE (2016)
The Will Execution Ceremony As Inexpensive “Will Insurance,” in Texas Bar College 18th Annual Summer School ch. 27 (2016)
Case Law Update, in 40th Annual Advanced Estate Planning & Probate Course, State Bar of Texas ch. 1 (2016)
Cyber Estate Planning and Administration, Sioux Falls Estate Planning Council (2016)
Estate Planning for Digital Assets, Pets, &
Firearms, 43rd Annual Midwest Estate,Tax, & Business
Planning Institute (2016)
How to Anticipate & Avoid Will Contests, 43rd
Annual Midwest Estate, Tax, & Business Planning Institute (2016)
Judicial Case Update, Alternatives to Regular Probate, and Legislative Update, Texas Association of Counties Probate Academy (2016)
Case Law Update, Probate, Trusts, and Estates Section of the Dallas Bar Association (2016)
Avoiding the Estate Planning “Blue Screen of Death” with Competent and Ethical Practices, Kansas City Estate Planning Symposium (2016)
Cyber Estate Planning and Administration, Kansas City Estate Planning Symposium (2016).
Case Law Update, Estate Planning & Community Property Law Journal CLE & Expo (2016)
Cyber Estate Planning and Administration, Texas State Forum, Wealth Counsel (2016)
Digital Assets, Pets, and Guns: Estate Planning Does Not Include Just Grandma’s Cameo Brooch Anymore, Financial Planning Association of Greater Indiana (2016)
Avoiding the Estate Planning “Blue Screen of Death” With Competent and Ethical Practices, Tarrant County Probate Bar Association (2016)
The Developing Area of Digital Assets, 36th Annual Inland Empire Estate Planning Seminar (2015)
Digital Property Planning and Administration, ALI CLE & ACTEC (2015)
2015 Texas Estate Planning Legislative Update, South Plains Trust & Estate Council (2015)
2015 Texas Estate Planning Legislative Update, Midland Odessa Business and Estate Council (2015)
Digital Assets, Pets, and Guns: Estate Planning Does Not Include Just Grandma’s Cameo Brooch Anymore, FPA of Northeast Florida (2015)
Estate Planning for Digital Assets, West River Estate and Financial Planning Council (2015)
Avoiding the Estate Planning “Blue Screen of Death” With Competent and Ethical Practices, 42nd Annual Midwest Estate, Tax & Business Planning Forum, Indiana Continuing Legal Education Forum (2015).
Case Law Update, in 39th Annual Advanced Estate Planning & Probate Course, State Bar of Texas ch. 1 (2015)
Cyber Estate Planning and Administration, Probate, Trusts, and Estates Section, Houston Bar Association (2015)
Cyber Estate Planning and Administration, San Antonio Estate Planners Council (2015)
Morals from the Courthouse: A Study of Recent Texas Cases Impacting the Wills, Probate, and Trust Practice and Cyber Estate Planning and Administration, Forty-Second Estate Planning Seminar, Corpus Christi Estate Planning Council (2015).
Avoiding the Estate Planning “Blue Screen of Death” with Competent and Ethical Practices, 2015 Texas Legislative Update, Morals from the Courthouse, Anticipating Will Contests and How to Avoid Them, and Intestate Succession: What Every Texas Estate Planner Needs to Know, Twenty-Fourth Annual Institute on Estate Planning, Amarillo Area Estate Planning Council (2015)
Digital Assets, Pets, and Guns: Estate Planning Does Not Include Just Grandma’s Cameo Brooch Anymore, The Dallas Estate Planning Council (2015)
Digital Assets, Pets, and Guns: Estate Planning Does Not Include Just Grandma’s Cameo Brooch Anymore, The Douglas W. Conner 36th Annual Advanced Estate Planning and Administration Seminar (2015)
Morals from the Courthouse: A Study of Recent Texas Cases Impacting the Wills, Probate, and Trust Practice, Dallas Bar Association Probate, Trusts, and Estates Section (2015)
Estate Planning for Pet Owners, 2015 Annual Institute, Animal Law Section of the State Bar of Texas (2015)
Cyber Estate Planning and Administration, Estate Planning and Probate Section, Collin County Bar Association (2015)
Case Law Update, 2015 Estate Planning and Community Property Law Journal CLE & Expo (2015)
Cyber Estate Planning and Administration, Southern Nevada Estate Planning Council (2015)
Avoiding the Estate Planning “Blue Screen of Death” With Competent and Ethical Practices, Your Clients May Not Be Cyborgs But You Still Must Plan for Their Digital Assets, Estate Planning for Your Client’s Non-Human Family Members, and What to Do If Your Client is Machine Gun Kelly, Estate Planners’ Day 2015, Southern Arizona Estate Planning Council (2015)
Estate Planning for Non-Human Family Members, Arizona Institute, Society of Financial Services Professionals (2015)
Estate Planning for Digital Assets, 51st Annual Conference, National Association of Estate Planners & Councils (2014)
Anticipating Will Contests and How to Avoid Them, Tarrant County Probate Bar Association (2014)
Digital Assets, Pets, and Guns: Estate Planning Does Not Just Include Grandma’s Cameo Brooch Anymore, Advanced Trust Forum, Texas Bankers Association (2014)
Morals from the Courthouse: A Study of Recent Cases Impacting the Wills, Probate, and Trust Practice, 9th Annual Texas Tech Law School Faculty Update for Legal Services Attorneys, Public Interest Practitioners, and Pro Bono Attorneys (2014)
Estate Planning for Digital Assets, 2014 Personal Financial Planning Conference, Houston Texas Society of Certified Public Accounts Foundation (2014)
What Every Texas Estate Planner Needs to Know About Firearms, South Plains Trust & Estate Council (2014)
Case Law Update, South Texas College of Law, 29th Annual Wills and Probate Institute ch G (2014)
Estate Planning for Digital Assets, Midland Odessa Business & Estate Planning Council (2014)
Digital Assets, Guns, and Pets: Estate Planning Does Not Include Just Grandma’s Cameo Brooch Anymore, 9th Annual Conference of Advance Practioners, National Academic of Elder Law Attorneys (2014)
Digital Assets, Pets, and Guns: Estate Planning Does Not Include Just Grandma’s Cameo Brooch Anymore, Indiana Continuing Legal Education Form, 41st Annual Midwest Estate, Tax, and Business Planning Institute (2014)
Morals from the Courthouse: A Study of Recent Texas Cases Impacting the Wills, Probate, and Trust Practice in State Bar of Texas, 38th Annual Estate Planning & Probate Course ch. 1 (2014)
Morals from the Courthouse: A Study of Recent Texas Cases Impacting the Wills, Probate, and Trust Practice, Houston Bar Association – Probate, Trusts, and Estates Section (2014)
Digital Assets, Pets, and Guns: Estate Planning Does Not Include Just Grandma’s Cameo Brooch Anymore, New Mexico CLE, Texas Tech University School of Law (2014)
Morals from the Courthouse: A Study of Recent Texas Cases Impacting the Wills, Probate, and Trust Practice; Avoid Being a Defendant: Estate Planning Malpractice and Ethical Concerns; 2013 Texas Legislative Update: Intestacy, Wills, Trusts, and Related Matters (including “Navigating the New Estates Code”); Fundamentals of Texas Multiple-Party Accounts, 41st Annual Estate Planning Seminar, Corpus Christi Estate Planning Council (2014)
Estate Planning for Digital Assets, South Plains Chapter of Texas Society of CPAs (2014)
Avoid Being a Defendant: Estate Planning Malpractice and Ethical Concerns, Austin Advisors Forum (2014)
Morals From the Courthouse: A Study Of Recent Texas Cases Impacting the Wills, Probate, and Trust Practice, Dallas Bar Association – Probate, Trusts and Estates Section (2014)
An Estate Planning Trilogy: Digital Assets, Pets, and Guns, Financial Planning Association of Minnesota (2014)
Probate Update, 2014 Spring Judicial Education Session, Texas Association of Counties [(1) Getting Acquainted with the Texas Estates Code, (2) Legislative Update, (3) The Basics of Texas Intestate Succession Law, and (4) Judicial Developments] (2014).
Case Law Update, Estate Planning and Community Property Law Journal Seminar (2014)
Estate Planning for Digital Assets, Docket Call
in Probate Court: Estate Planning, Probate and Guardianship Seminar (2014)
Legislative Update for the Texas Estate Code, El
Paso Estate Planning Council (2014)
Estate Planning for Digital Assets, All Children’s Hospital Foundation, 16th Annual Estate, Tax, Legal, and Financial Planning Seminar (2014)
Cyber Estate Planning and Administration, 59th Annual Estate Planning Institute, Institute of Continuing Legal Education in Georgia (2014)
Estate Planning for Digital Assets, Tarrant County Probate Bar Assocation (2014)
Estate Planning for Digital Assets, 2014 Arizona Institute, Society of FSP (2014)
Estate Planning for Digital Assets, 2014 Advanced Personal Financial Planning Conference, American Institute of Certified Public Accountants (2014)
Digital Assets, Pets, and Guns: Estate Planning Does Not Include Just Grandma’s Cameo Brooch Anymore, 2014 Annual Ian S. Oppenheim wow! Program, National Elder Law Foundation (2014)
Digital Assets, Pets, and Guns: Estate Planning Does Not Include Just Grandma’s Cameo Brooch Anymore, Estate Planning Council of Central Texas (2014)
Probate Update Session, 2013 Fall Judicial Education Session, Texas Association of Counties (half-day program including (1) Legislative Update, (2) Getting Acquainted with the Texas Estates Code, (3) Judicial Developments, and (4) The Basics of Texas Intestate Succession Law (2013)
Estate Planning for Digital Assets, Lubbock County Young Lawyers Association (2013)
Estate Planning for Digital Assets, 21st Annual Estate Planning Institute, Community Foundation of Southern New Mexico (2013)
An Estate Planning Trilogy: Digital Assets, Guns, and Pets, Thirty-Ninth Annual Notre Dame Tax & Estate Planning Institute ch. 18 (2013)
Avoid Being a Defendant: Estate Planning Malpractice and Ethical Concerns, Thirty-Ninth Annual Notre Dame Tax & Estate Planning Institute ch. 20 (2013)
Estate Planning Update – 2013 Texas Legislation, Major Cases, and Special Asset Planning (Digital Assets, Weapons, and Pets), Abilene Bar Association (2013)
Your Clients May Not Be Cyborgs But You Still Must Plan for Their Digital Assets, Ninth Annual Kasner Estate Planning Symposium (2013)
Case Law Update, in South Texas College of Law, 28th Annual Wills and Probate Institute ch. R (2013)
Estate Planning Update – 2013 Texas Legislation, Major Cases, and Special Asset Planning, South Plains Trust & Estate Council (2013)
An Estate Planning Trilogy: Digital Assets, Weapons, and Pets, 2013 Advanced Estate Planning Conference, Texas Society of Certified Public Accountants (2013)
Case Law Update, in State Bar of Texas, 37th Annual Estate Planning & Probate Course ch. 1 (2013)
Estate Planning in the Digital Age, State Bar of Arizona 2013 Convention (2013)
Texas Case Law Update, Dallas Bar Association -- Probate, Trusts, and Estates Section (2013)
Estate Planning for Digital Assets, What Estate Planners Need to Know About Firearms and Other Weapons, Avoid Being a Defendant: Estate Planning Malpractice and Ethical Concerns, A Review of Enacted (if any) and Proposed Legislation Impacting Texas Estate Planners, Twenty-Second Annual Institute on Estate Planning, Amarillo Area Estate Planning Council (May 7, 2013)
Estate Planning for Digital Assets, Sacramento Estate Planning Coiuncil (2013)
Probate Case Law Update, 2013 Spring Judicial Education Session, Texas Association of Counties (2013)
Estate Planning for Non-Human Family Members, Texas Bankers Association (2013)
Avoid Being a Defendant: Estate Planning Malpractice and Ethical Concerns, Tarrant County Probate Bar Association (2013)
What Estate Planners Need to Know About Firearms, Midland Odessa Business and Estate Council (2013)
Estate Planning for Digital Assets, 2012 Stanley M. Johanson Estate Planning Workshop (2012)
Intestate Succession in Texas: What Every Title Professional Needs to Know, Texas Land Title Association (2012)
Planning in the Digital Age, Annual Estate Planning Conference, Monroe County [New York] Bar Center for Education (2012)
Avoid Being a Defendant: Estate Planning Malpractice and Ethical Concerns, 7th Annual Texas Tech Law School Faculty Update for Legal Services Attorneys, Public Interest Practitioners, and Pro Bono Attorneys (2012)
Case Law Update, in South Texas College of Law, 27th Annual Wills and Probate Institute ch. 9 (2012)
Anticipating Will Contests and How to Avoid Them, South Plains Trust and Estate Council (2012)
Case Law Update: Wills and Trusts, in Univ. of Texas, Estate Planning, Guardianship and Elder Law Conference tab 1 (2012)
Case Law Update, in State Bar of Texas, 36th Annual Estate Planning & Probate Course ch. 1 (2012)
Estate Planning for Non-Human Family Members, Interactive Legal (2012)
Texas Case Law Update, Probate, Trusts & Estates Section, Dallas Bar Association (2012)
Courthouse Morals and Legislative Developments: A Review of Recent Cases and Legislation Impacting Texas Estate Planners, 6th Annual Texas Tech Law School Faculty Update for Legal Services Attorneys, Public Interest Practitioners, and Pro Bono Attorneys (2011)
Morals from the Courthouse: A Study of Recent Texas Cases Impacting the Wills, Probate, and Trust Practice, Attorneys in Tax and Probate (Houston) (2011)
Avoid Being a Defendant: Estate Planning Malpractice and Ethical Concerns, The Probate Process From Start to Finish, National Business Institute (2011)
Anticipating Will Contests and How to Avoid Them, Estate Administration Seminar, Texas Bankers Association (2011)
Case Law Update, South Texas College of Law, 26th Annual Wills and Probate Institute (2011)
Estate Planning for Nontraditional Assets, Virginia CLE (2011)
Case Law Update, in State Bar of Texas, 35th Annual Estate Planning & Probate Course ch. 16 (2011)
Case Law Update, Austin Bar Association Probate Section (2011)
Avoid Being a Defendant: Estate Planning Malpractice and Ethical Concerns, Estate Planning Update 2011, Midland College Foundation, Inc. and Midland Memorial Foundation, tab 7 (2011)
Amarillo Area Estate Planning Council’s Twentieth Annual Institute on Estate Planning [half-day of two day program]: (1) Recent Cases Impacting the Wills, Probate, and Trusts Practice, (2) A Review of Enacted (if any) and Proposed Legislation Impacting Texas Estate Planners, (3) Estate Planning for Animal Lovers, and (4) Fundamentals of Texas Multiple-Party Accounts (2011)
Fundamentals of Texas Multiple-Party Accounts, Ector County Bar Association (2011)
Avoiding the Estate Planning “Blue Screen of Death”—Common Non-Tax Errors and How to Prevent Them, Estate Planning & Community Property Law Journal Seminar, at tab 3 (2011)
Morals from the Courthouse: A Study of Recent Texas Cases Impacting the Wills, Probate, and Trust Practice (2011)
Texas Case Law Update, Dallas Bar Association-Probate, Trusts, and Estates Section (2011)
Avoiding the Estate Planning "Blue Screen of Death" -- Common Non-Tax Errors and How to Prevent Them, San Antonio Estate Planners Council (2010)
The Basics of Texas Intestate Succession Law, 5th Annual Texas Tech Law School Faculty Update for Legal Services Attorneys, Public Interest Practitioners, and Pro Bono Attorneys (2010)
Avoiding the Estate Planning "Blue Screen of Death" -- Common Non-Tax Errors and How to Prevent Them, National Business Institute, The Probate Process from Start to Finish (2010)
Case Law Update, South Texas College of Law, 25th Annual Wills and Probate Institute (2010)
Fundamentals of Texas Multiple-Party Accounts, South Plains Trust and Estate Council (2010)
Texas Case Law Update, State Bar of Texas, 34th Annual Advanced Estate Planning & Probate Course ch. 24 (2010)
37th Annual Estate Planning Seminar, Corpus Christi Estate Planning Council (2010)
Avoiding the Estate Planning “Blue Screen of Death” – Common Non-Tax Errors and How to Prevent Them, Tarrant County Probate Bar Association (2010)
Morals From the Courthouse: Recent Cases Impacting the Wills, Probate, and Trust Practice, in Texas Bankers Association, Wealth Management & Trust Division, 2010 Wealth Management & Trust Conference at tab 7 (2010)
Texas Case Law Update, Dallas Bar Association, Probate, Trusts and Estates Section (2010)
Avoid Being a Defendant: Estate Planning Malpractice and Ethical Concerns, St. Mary’s University School of Law 2010 Homecoming CLE (2010)
Case Law Update, Attorneys in Tax and Probate (Houston) (2010)
Morals From the Courthouse: A Study of Recent Cases Impacting the Wills, Probate, and Trust Practice, in Austin Bar Association, 24th Annual Estate Planning & Probate Seminar at tab E (2010)
Case Law Update, in Houston Bar Association, 2010 Wills & Probate Institute (2010)
Anticipating Will Contests and How to Avoid Them, Midland Odessa Business & Estate Council (2010)
Courthouse Morals and Legislative Developments: A Review of Recent Cases and Legislation Impacting Texas Estate Planners, in 2010 Estate Planning & Community Property Law Journal Seminar, at tab 1 (2010)
Pet Trusts: Fido With a Fortune, in NYSBA Annual Meeting 2010 – Trusts & Estates Law Section at 55 (2010)
Case Law Update, in South Texas College of Law, 24th Annual Wills & Probate Institute ch. C (2009)
2009 Texas Legislative Update: Intestacy, Wills, Trusts, and Related Matters (2009)
Case Law Update, in State Bar of Texas, 33rd Advanced Estate Planning & Probate Course ch. 12 (2009)
Fundamentals of Texas Multiple-Party Accounts, Tarrant County Probate Bar Association (2009)
Texas Case Law Update, Dallas Bar Association -- Probate, Trusts, and Estates Section (2009)
Texas Case Law Update, in Estate Planning & Probate Law Section Seminar, Austin Bar Association (2009)
Courthouse Morals and Legislative Expectations: A Review of Recent Cases and Proposed Legislation Impacting Texas Estate Planners, in St. Mary's University School of Law 2009 Homecoming CLE (2009)
Courthouse Morals and Legislative Expectations: A Review of Recent Cases and Proposed Legislation Impacting Texas Estate Planners, in Estate Planning & Community Property Law Journal Seminar at 74 (2009)
Morals From the Courthouse: A Study of Recent Texas Cases Impacting the Wills, Probate, and Trust Practice, in Docket Call in Probate Court (2009)
Morals From the Courthouse: A Study of Recent Texas Cases Impacting the Wills, Probate, and Trust Practice, in Texas Bankers Association, Advanced Trust Forum, Tab 2 (2008)
Avoid Being a Defendant: Estate Planning Malpractice and Ethical Concerns, South Plains Trust & Estate Council (2008)
Case Law Update, in South Texas College of Law, 23rd Annual Wills & Probate Institute ch. P (2008)
The Basics of Texas Intestate Succession Law, 3rd Annual Texas Tech Law School Faculty Update for Legal Services Attorneys, Public Interest Practitioners, and Pro Bono Attorneys (2008)
Selected Estate Planning Topics for Military Attorneys, Cannon Air Force Base (2008)
Case Law Update, in State Bar of Texas, 32nd Advanced Estate Planning & Probate Course ch. 3 (2008)
What Every Estate Planner Needs to Know About Texas Community Property, in Estate Planning Update 2008, Midland College Foundation & Midland Memorial Foundation ch. 10 (2008)
Annual Caselaw Update, Dallas Bar Association – Probate, Trusts and Estates Section (2008)
Estate Planning for Animal Lovers, The 18th Annual Festival of Legal Learning, University of North Carolina School of Law (2008)
Estate Planning for Non-Human Family Members, Lubbock County Bar Association (2008)
The Basics of Texas Intestate Succession Law, Midland Business and Estate Council (2008)
Case Law Update, Houston Attorneys in Tax and Probate (2007)
Estate Planning for Non-Human Family Members, in Penn. Bar Inst., Estate Planning for Pets (2007)
Case Law Update, in South Texas College of Law, Wills & Probate Institute ch. R (2007)
Wills and Trusts Case Law Update: How Developments Affect Drafting and Planning, in University of Texas, 9th Annual Estate Planning, Guardianship and Elder Law Conference (2007)
Case Law Update, in State Bar of Texas, 31st Advanced Estate Planning & Probate Course ch. 1 (2007)
34th Annual Estate Planning Seminar, Corpus Christi Estate Planning Council (2007)
May 2007 Seminar, North Texas Estate and Financial Planning Council (2007)
Estate Planning for Non-Human Family Members, in American Bar Association, Don't Forget the Family Pet (2007)
Annual Caselaw Update, Dallas Bar Association – Probate, Trusts and Estates Section (2007)
Electronic Wills and Trusts: Is the Writing Requirement Ready for Relegation to History, in Ohio Northern University Thirtieth Annual Law Review Symposium, Frontiers Of Estate Planning: Changing Laws For Changing Times (2007)
Fundamentals of Texas Multiple-Party Accounts, in State Bar of Texas, 2nd Annual West Texas General Practice Symposium ch. 4 (2007)
Avoiding the Estate Planning “Blue Screen of Death” – Common Non-Tax Errors and How to Prevent Them, in Houston Bar Association Probate, Trusts and Estate Section, Wills & Probate Institute ch. 3 (2007)
Texas Caselaw Update, in San Antonio Estate Planners Council, Docket Call in Probate Court ch. 1 (2007)
Avoiding the Estate Planning “Blue Screen of Death” – Common Non-Tax Errors and How to Prevent Them, Midland Business & Estate Council (2006)
Avoiding the Estate Planning “Blue Screen of Death” – Common Non-Tax Errors and How to Prevent Them, in State Bar of Texas, Expanding Horizons CLE: Practical Topics From the Giant Side of Texas ch. 5 (2006)
Wills, Estates, and Trusts: Case Law Update, 54th Annual Texas Tech Tax Institute (2006)
Morals From the Courthouse: A Study of Recent Texas Cases Impacting the Wills, Probate, and Trust Practice (South Plains Trust & Estate Council) (2006)
Fundamentals of Texas Multiple-Party Accounts (San Antonio Estate Planners Council) (2006)
Case Law Update (Attorneys in Tax and Probate [Houston]) (2006)
Case Law Update, in South Texas College of Law, Wills & Probate Institute ch. D (2006)
Fundamentals of Texas Multiple-Party Accounts, Texas Society of Certified Public Accountants, 2006 Advanced Estate Planning Conference (2006)
Wills, Estates, and Trusts -- Case Law Update, in University of Texas, 8th Annual Intermediate Estate Planning, Guardianship and Elder Law Conference (2006)
Case Law Update, in State Bar of Texas, 30th Advanced Estate Planning & Probate Course 2006 ch. 1 (2006)
Small Estate Administration (1st Annual Texas Tech Law School Faculty Update for Legal Services Attorneys, Public Interest Practitioners and Pro Bono Attorneys) (2006)
Estate Planning for Non-Human Family Members (Houston Bar Association – Probate & Trust Section) (2006)
Out of the Ethics Frying Pan and Into the Malpractice Fire, in State Bar of Texas, Advanced Estate Planning Strategies Course ch. 5.1 (2006)
Current Case Law Update (Dallas Bar Association – Probate, Trusts and Estates Section) (2006)
“I Love My Dog/Cat/Bird” – New Trust Code Opportunities, in State Bar of Texas, Advanced Elder Law Course ch. 3 (2006)
Estate Planning Update: Texas Judicial and Legislative Developments, in State Bar of Texas, West Texas General Practice Symposium ch. 8 (2006)
Fundamentals of Texas Multiple-Party Accounts (Midland Business and Estate Council) (2006)
Case Law Update, South Texas College of Law, Wills & Probate Institute ch. H (2005)
Wills, Estates, and Trusts Case Law Update, University of Texas, 7th Annual Intermediate Estate Planning, Guardianship and Elder Law Conference (2005)
Trusts and Planning Issues for the Family Pet or Other Valuable Animal, in State Bar of Texas, Advanced Estate Planning & Probate Course 2005 ch. 3 (2005)
Case Law Update, in State Bar of Texas, Advanced Estate Planning & Probate Course 2005 ch. 1 (2005)
Estate Planning for Non-Human Family Members (Attorneys in Tax and Probate [Houston]) (2005)
Morals From the Courthouse: A Study of Recent Texas Cases Impacting the Wills, Probate, and Trust Practice (St. Mary’s University School of Law Homecoming CLE Program) (2005)
Current Case Law Update (Dallas Bar Association – Probate, Trusts and Estates Section) (2005)
Wills, Estates, and Technology, in San Antonio Bar Association, Technology EXPO & Legal Outfitter ’05 ch. 7 (2005)
Texas Caselaw Update, in San Antonio Estate Planners Council, Docket Call in Probate Court (2005)
Planning for the Non-Human Beneficiary (Midland Business & Estate Council) (2005)
Case Law Update, in South Texas College of Law, Wills & Probate Institute ch. C (2004)
Case Law Update, in State Bar of Texas, Advanced Estate Planning & Probate Course 2004 ch. 1 (2004)
Morals from the Courthouse: A Study of Recent Texas Cases Impacting the Wills, Probate and Trust Practice (St. Mary’s University School of Law Homecoming CLE Program) (2004)
Current Case Law Update (Dallas Bar Association -- Probate, Trusts and Estates Section) (2004)
Estate Planning Update: 2003 Texas Cases and Statutes (Tarrant County Bar Association – Tax and Estate Planning Section) (2004)
Current Case Law Developments in Texas Wills, Estates and Trusts, in State Bar of Texas, 14th Annual Advanced Drafting: Estate Planning & Probate Course ch. 3 (2003)
Case Law Update, in South Texas College of Law, Wills & Probate Institute ch. B (2003)
Morals From the Courthouse: A Study of Recent Texas Cases Impacting the Wills, Probate, and Trust Practice, in State Bar of Texas, 27th Annual Advanced Estate Planning & Probate Course ch. 1 (2003)
Current Case Law Developments in Texas Wills, Estates, and Trusts (Dallas Bar Association – Probate, Trusts and Estates Section) (2003)
Morals From the Courthouse: A Study of Recent Texas Cases Impacting the Wills, Probate, and Trust Practice (St. Mary’s University School of Law Homecoming CLE Program) (2003)
Common Non-Tax Estate Planning Errors (Attorneys in Tax and Probate [Houston]) (2003)
Case Law Update (Midland Business & Estate Council 2002)
Case Law Update, in South Texas College of Law, Wills & Probate Institute ch. D (2002)
Case Law Update, in State Bar of Texas, 26th Annual Advanced Estate Planning & Probate Course ch. 1 (2002)
May 2002 Seminar (coursebook for half-day seminar) (North Texas Estate and Financial Planning Council 2002)
Texas Case Law Update (Dallas Bar Association – Probate, Trusts, and Estates Section 2002)
The Ethics of Estate Planning for Spouses (St. Mary’s University School of Law Homecoming CLE Program) (2002)
Texas Legislative and Caselaw Update, in San Antonio Young Lawyers Association, Docket Call in Probate Court (2002)
Common Non-Tax Estate Planning Errors, reprinted in San Antonio Young Lawyers Association, Docket Call in Probate Court (2002)
Estate Planning for Non-Human Family Members, in Houston Bar Association, 2002 Wills & Probate Institute (2002)
Case Law Update, in State Bar of Texas, 25th Annual Advanced Estate Planning & Probate Course ch. 2 (2001)
Texas Case Law Update; Living Trusts – Making the Wise Choice; Texas Legislation Update; & Estate Planning for Spouses in Corpus Christi Estate Planning Council, 28th Annual Estate Planning Seminar (2001)
Current Case Law Update (Dallas Bar Association – Probate, Trust and Estates Section 2001)
Estate Planning for Non-Human Family Members, reprinted in State Bar of Texas, Animal Law Institute (2001)
Estate Planning for Non-Human Family Members (St. Mary's University School of Law Homecoming CLE Seminar) (2001)
Texas Case Law Update (Hill Country Estate Planning Council) (2001)
Texas Case Law Update (Tax & Estate Planning Section of the Tarrant County Bar Association) (2000)
Case Law Update, in South Texas College of Law, 14th Annual Wills & Probate Institute ch. R (2000)
Texas Case Law Update, in State Bar of Texas, 24th Annual Advanced Estate Planning & Probate Course ch. 1 (2000)
Texas Case Law Update, in Corpus Christi Estate Planning Council, 27th Annual Estate Planning Seminar ch.1 (2000)
Texas Case Law Update (Hill Country Estate Planning Council, 2000)
Texas Case Law Update (Travis County Bar Estate Planning & Probate Section Austin, Texas 2000)
Texas Case Law Update (Women Attorneys in Tax and Probate [Houston]) (2000)
Case Law Update, in 1 San Antonio Young Lawyers Association, Docket Call in Probate Court (2000)
Texas Wills, Probate, and Trust Case Law Update, in South Texas College of Law, 13th Annual Wills & Probate Institute ch. A (1999)
Case Law Update, in 1 State Bar of Texas, 23rd Advanced Estate Planning and Probate Course ch. B (1999)
Current Case Law Developments in Texas Wills, Estates, and Trusts (Dallas Bar Association — Probate, Trusts, and Estates Section 1999)
Texas Case Law Update (Women Attorneys in Tax and Probate [Houston]) (1998)
1998 Fall Seminar (coursebook for full-day seminar) (North Texas Estate and Financial Planning Council 1998)
Texas Wills, Probate, and Trust Case Law Update, in South Texas College of Law, 12th Annual Wills & Probate Institute ch. I (1998)
Texas Case Law Update, in 1 State Bar of Texas, Advanced Estate Planning and Probate Law 1998 ch. A (1998)
Current Case Law Developments in Texas Wills, Estates, and Trusts (Tarrant County Bar Association — Tax and Estate Planning Section 1998)
Case Law Updates; New Trust Rules, Common Non-Tax Estate Planning Errors, & Uniform Transfers to Minors Act, in The Twenty-Fifth Annual Estate Planning Seminar (Corpus Christi Estate Planning Council 1998)
Current Case Law Developments in Texas Wills, Estates, and Trusts (Dallas Bar Association — Probate, Trusts, and Estates Section 1998)
Recent Developments in Texas Estate Planning Law: 1997 Texas Legislation & Court Decisions, in San Antonio Young Lawyers Association, Docket Call in Probate Court (1998)
Recent Developments in Texas Probate Law: 1997 Texas Legislation & Recent Cases, in St. Mary’s University Office of Planned Giving, Recent Developments in Estate Planning (1997)
Recent Developments in Texas Estate Planning Legislation (North Texas District Estate Tax Attorneys 1997) (Dallas Estate Planning Council 1997)
Case Law Update/Review (Tarrant County Probate Bar 1997)
Twenty-Fourth Annual Estate Planning Seminar (coursebook for full-day seminar) (Corpus Christi Estate Planning Council 1997)
Current Case Law Developments in Texas Wills, Estates, and Trusts (Dallas Bar Association — Probate, Trusts, and Estates Section 1997)
Ethical Considerations in Estate Planning for Spouses (North Texas District Estate Tax Attorneys 1997)
Planning for Disability With Durable Powers of Attorney (COPAS of Dallas 1997)
Durable Powers of Attorney (Estate Planning Council of North Texas 1997)
Anticipating Wills Contests and How to Avoid Them, in State Bar of Texas, Wills and Probate (A Practice Skills Course) ch. L (1997)
Texas Case Law Update (Houston Bar Association — Probate, Trusts and Estates Section 1996).
Common Non-Tax Estate Planning Errors, in St. Mary’s University Office of Planned Giving, Common Estate and Financial Planning Mistakes Even Professionals Make! (1996)
Texas Case Law Update, in 2 State Bar of Texas, 20th Annual Advanced Estate Planning and Probate Course ch. Y (1996)
Current Case Law Developments in Texas Will, Estates, and Trusts (Dallas Bar Association — Probate, Trusts, and Estates Section 1996)
New Legislation/Case Law Update, in San Antonio Young Lawyers Association, Docket Call in Probate Court (1996)
1995 Fall Seminar (coursebook for full-day seminar) (North Texas Estate and Financial Planning Council 1995)
Recent Developments in Texas Estate Planning Law (Corpus Christi Estate Planning Council 1995)
Recent Developments in Texas Estate Planning Law (Brazos Valley Estate & Financial Planning Council 1995)
Common Non-Tax Estate Planning Errors (Midland Business and Estate Council 1994)
Fundamentals of Wills and Probate (2d ed.) (Joint Venture II: Universidad de Monterrey — St. Mary's University 1994)
New Legislation/Case Law Update, in 1 San Antonio Young Lawyers Association, Docket Call in Probate Court (1994)
Texas Case Law Update, in Professional Education Systems, Inc., Current Issues in Texas Probate Practice ch. 3 (1994)
Texas Case Law Update, in 1 State Bar of Texas, 18th Annual Advanced Estate Planning and Probate Course ch. K (1994)
Recent Developments Affecting Estate Planning and Probate (Probate, Trusts and Estates Section, Dallas Bar Association 1994)
Third Annual Institute on Estate Planning (coursebook for full-day seminar) (Amarillo Area Estate Planning Council 1994)
Factors Affecting Passage of Title to Texas Real Property Upon Owner's Death (South Texas Association of Division Order Analysts 1994)
Recent Changes to Texas Power of Attorney Law (San Antonio Estate Planning and Probate Law Association 1993)
Fundamentals of Wills and Probate (Joint Venture: Universidad de Monterrey — St. Mary's University 1993)
Case Law Update, in South Texas College of Law, 7th Annual Wills and Probate Institute ch. J (1993)
Case Law Update, in 1 State Bar of Texas, 17th Annual Advanced Estate Planning and Probate Course ch. S (1993)
Self-Help Drafting Techniques Used by Non Attorneys (Will Kits, Computer Programs, etc.), in 2 State Bar of Texas, Third Annual Advanced Drafting: Estate Planning and Probate ch. L (1992)
The Red Lights — Anticipating Will Contests and How to Avoid Them (Corpus Christi Estate Planning Council 1991)
Estate Planning Law Changes Enacted by the 1991 Texas Legislature and Impact of Significant Recent Decisions on Estate Planning, in The Foundation of the Jewish Federation of Greater Dallas, Fifth Annual Seminar for Tax Advisors (1991)
Fifth Annual Seminar (coursebook for full-day seminar) (North Texas Estate and Financial Planning Council 1991)
The Will Execution Ceremony as "Will Insurance" (Victoria Area Estate Planning Council 1991)
Drafting in Contemplation of Will Contest, in American Bar Association - Section of Real Property, Probate and Trust Law, Estate and Trust Litigation Program — Annual Meeting (1991)
Intestacy/Wills/Trusts Case Update, in State Bar of Texas, 15th Annual Advanced Estate Planning and Probate Course ch. F (1991)
Intestacy/Wills/Trusts Case Update, in Corpus Christi Estate Planning Council, 18th Annual Estate Planning Seminar (1991)
Drafting in Contemplation of Will Contest, in State Bar of Texas, Advanced Drafting: Estate Planning and Probate ch. N (1990)
Wills and Probate: 1987 Update, (Brazos County Bar Association 1987 Update Seminar)