59th Short Course on Estate Planning
-
Live Online Program
Live Online Program
Registrar: +1.972.244.3404
E-Mail: cail@cailaw.org
Overview
This 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!
This year's program will take place online only.
Co-Chairs
Michael V. Bourland
Bourland, Wall & Wenzel, P.C.
Fort Worth, Texas
Darin N. Digby
Schoenbaum, Curphy & Scanlan, P.C.
San Antonio, Texas
Registration Options
Live Webcast (MCLE only for the sessions that are watched live. We will provide access to the recordings, but this registration does not include MCLE for sessions that are not watched live.)
- $1050 / $1200 - Regular Registration
- $750 / $850 - Professionals Licensed 3 years or Less
On-Demand Program (the recordings will be available approximately 1 month from the date of the live program).
- $1200 - Regular Registration
- $850 - Professionals Licensed 3 years or Less
Tentative Schedule
Exact session times will be added to the website soon. MCLE Credit and Texas Board of Legal Specialization Credit will be available.
Day 1 - June 24
BASIC PRINCIPLES AND STRATEGIES IN ESTATE PLANNING, INCLUDING MARITAL DEDUCTION & PORTABILITY PLANNING (120 minutes)
- Eric Reis, Assistant Professor of Law, UNT Dallas College of Law, Dallas, TX
COMMUNITY PROPERTY-SEPARATE PROPERTY PLANNING (60 minutes)
- Thomas M. Featherston, Jr., Mills Cox Chair of Law, Baylor University Law School, Waco, TX
IRREVOCABLE TRUSTS WITH EMPHASIS ON LIFE INSURANCE PLANNING (60 minutes)
- John K. Round, Steptoe & Johnson PLLC, Plano, TX
ANTICIPATING WILL CONTESTS AND HOW TO AVOID THEM (60 minutes)
- Dr. Gerry W. Beyer, Governor Preston E. Smith Regents Professor of Law, Texas Tech University School of Law, Lubbock, TX
INTESTATE SUCCESSION: WHAT EVERY TEXAS ESTATE PLANNER NEEDS TO KNOW (60 minutes)
- Terri Lynn Helge, Associate Dean of Academic Affairs & Professor of Law, Texas A&M University School of Law, Fort Worth, TX
Day 2 - June 25
CHARITABLE PLANNING (60 minutes)
- Megan C. Sanders, Bourland, Wall & Wenzel, P.C., Fort Worth, TX
ETHICS IN ESTATE PLANNING (60 minutes)
- Michael V. Bourland, Bourland, Wall & Wenzel, P.C., Fort Worth, TX
- Darin N. Digby, Schoenbaum, Curphy & Scanlan, P.C., San Antonio, TX
INCOME TAXATION OF TRUSTS AND ESTATES (120 minutes)
- Speaker Invited
PLANNING FOR THE FAMILY BUSINESS, INCLUDING FLPS & LLCS; WORKING WITH A CLIENT CLOSING A BUSINESS (120 minutes)
- Michael V. Bourland, Bourland, Wall & Wenzel, P.C., Fort Worth, T
Day 3 - June 26
THE GENERATION-SKIPPING TRANSFER TAX (120 minutes)
- Darin N. Digby, Schoenbaum, Curphy & Scanlan, P.C., San Antonio, TX
FIDUCIARY SELECTION (60 minutes)
- Dr. Gerry W. Beyer, Governor Preston E. Smith Regents Professor of Law, Texas Tech University School of Law, Lubbock, TX
ESTATE PLANNING CURRENT DEVELOPMENTS AND HOT TOPICS (90 minutes)
- Stephen R. Akers, Bessemer Trust Company, Dallas, TX
ARTIFICIAL INTELLIGENCE AND ITS IMPACT ON TODAY'S ESTATE PLANNER (60 minutes)
- Dr. Gerry W. Beyer, Governor Preston E. Smith Regents Professor of Law, Texas Tech University School of Law, Lubbock, TX
Sponsorship Opportunities
Silver Sponsor – $500
- Company/firm logo listed on the conference webpage, with link to company/firm website
- Company/firm logo displayed in electronic conference materials
- Verbal acknowledgment during conference sessions
- Recognition in post-conference thank-you email to participants
- Opportunity to provide a digital flyer or e-brochure to be included with participant materials
- Social media post recognizing company/firm sponsorship, either before or during the conference
Gold Sponsor – $1,250
Includes all benefits of Silver Sponsor, plus:
- One complimentary registration for the full three-day conference
- Featured placement of company/firm logo on the conference webpage and materials
- Additional recognition in pre-event communications (e.g., reminder emails to participants)
Other Information
Photo/Audio/Video Release
Registration for or attendance at this event acknowledges consent to be recorded or photographed. We reserve the right to use any photograph/video taken at our events, without the expressed written permission of those included within the photograph/video. We may use the photograph/video in publications or other media material produced, used or contracted including but not limited to: brochures, invitations, books, newspapers, magazines, television, websites, annual reports, newsletters, etc. To ensure the privacy of individuals, images will not be identified using full names or personal identifying information without written approval from the photographed subject.
Nondiscriminatory Policy
The Center for American and International Law does not discriminate on the basis of race, color, sex, religion, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other protected status in educational activities, scholarship programs or admissions.
Privacy Policy
We do not sell or rent information to any outside parties. By providing your information, you will receive postal and electronic communications from The Center for American and International Law (CAIL) in accordance with CAIL's Privacy Policy. If we co-sponsor a program with another organization, information may be shared between the parties. All such co-sponsors will be identified on the event details and registration page. At any point, you can opt-out or unsubscribe by selecting either link at the bottom of each email or call us at 972.244.3400.