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56th Annual Program Short Course on Estate Planning


Virtual Conference

Save the Date!

MCLE Credit will be available

Program begins: TBC
Duration: TBC

Registrar: +1.972.244.3404
Fax: +1.972.244.3401
E-Mail: ccle@cailaw.org


This annual program is designed for the new lawyer, CPA, financial planner and trust officer whose primary career focus requires a thorough knowledge of complex estate and tax planning. It is also a great program for experienced lawyers wanting a refresher on planning for taxable estates. Be prepared for three intense days of lectures—this is a deep dive, not a forms course!


Michael V. Bourland
Bourland, Wall & Wenzel, P.C.

Darin N. Digby
Schoenbaum, Curphy & Scanlan, P.C.


Stanley Johanson
The University of Texas School of Law

Stephen R. Akers
Bessemer Trust Company

Melissa J. Willms
Davis & Willms, PLLC

Megan C. Sanders
Bourland, Wall & Wenzel, P.C.

John K. Round
Clark Hill PLC

Kristin L. Brown
Davis Stephenson PLLC


  • Great CLE conference. Great speakers & topics.
  • Very knowledgeable speakers w/great materials
  • Speakers were great - especially those with hard/dry topics (i.e. taxes) - Great review of recent legislative changes & how they apply
  • I liked best "The more advanced nature of the topics"
2020 Conference Attendees

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Virtual Reception Sponsor