Texas CLE - Trusts and Estates Courses
Texas CLE
Accreditation Info
Courses purchased through UnitedCLE.com are provided and fully accredited by The National Academy of Continuing Legal Education, designated as an "Accredited Sponsor" by the State Bar of Texas, Sponsor #12539. To view our full accreditation details please .
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Protecting Vulnerable Plaintiffs: Special Needs Trusts, Public Benefits, and Settlement Planning
Vulnerable plaintiffs—such as individuals with disabilities, minors, or seniors—require thoughtful settlement planning to ensure their long-term needs are met without jeopardizing access to critical public benefits. This CLE course offers a practical guide to the legal strategies and financial tools available to support these clients. Topics include: Choosing between Pooled Special Needs Trusts, Settlement Preservation Trusts, and standalone options Coordinating settlements with pub... More Info
$291General Credit -
Planning With Purpose: Legal Insights into Charitable Giving
Planning for charitable giving is often a central part of helping clients achieve both personal and financial goals. This CLE program will focus on the role of philanthropy within estate planning and how attorneys can effectively guide clients in this area. The session will examine a range of giving vehicles, including charitable bequests made through wills and trusts, the establishment of charitable trusts, and the use of donor-advised funds and private foundations. Additional strategi... More Info
$291General Credit -
Partnering on Nursing Home Negligence Cases: A Guide for Estate and Elder Law Lawyers
Estate planning and elder law attorneys are often the first call when nursing home abuse or neglect occurs. Even without handling litigation, you can play a vital role in spotting viable claims, guiding families, and working with injury counsel. This CLE offers a practical overview of how to: Recognize legal claims versus non-actionable complaints Refer clients ethically and structure co-counsel or referral agreements Understand the litigation process and your supportive role Naviga... More Info
$552General Credits -
Estate Planning for the Cognitively Impaired
This CLE course equips attorneys with practical strategies for estate planning when working with clients who may face cognitive decline. Participants will gain tools to craft durable estate plans, including methods to document client intent clearly and fortify documents against legal challenges. The course delves into judicial perspectives on undue influence, offering techniques to prevent and defend against such claims. Attendees will explore ethical approaches to assessing cli... More Info
$291General Credit -
Pooled Special Needs Trusts: An Important Tool to Protect Clients & Preserve Public Benefits
This engaging CLE session delves into the critical considerations for attorneys representing clients with disabilities or their families in estate planning, family law, and personal injury cases. Navigating the intricacies of public benefits and future planning presents distinct challenges that demand precision. A pooled special needs trust (PSNT) offers a powerful tool to maintain eligibility for means-tested government programs while enhancing the individual’s well-being. Join us to... More Info
$291General Credit -
Trust Protectors: The Good, The Bad and The Ugly
Dive into this dynamic CLE program that thoroughly examines the pivotal role of Trust Protectors in modern trust administration. This session offers a comprehensive look at the statutory frameworks in various states that authorize Trust Protectors, alongside a critical analysis of their practical implications. Attendees will explore the scope of powers typically assigned to Trust Protectors, evaluate the strategic reasons for and against their appointment, and review illuminating case... More Info
$291.25General Credits -
Offshore Asset Protection Planning
Join us for a practical and engaging CLE course on offshore asset protection planning, designed for attorneys advising high-net-worth and international clients. This course simplifies complex concepts, offering actionable strategies for structuring trusts and entities, selecting optimal jurisdictions, and ensuring U.S. compliance. Learn how to collaborate effectively with offshore trustees, manage international banking, and evaluate offshore versus domestic approaches. Through real-wor... More Info
$291General Credit -
10 Mistakes to Avoid When Working with Asset Protection Trusts
This CLE course will focus on enhancing your understanding of both domestic and offshore trust planning. It offers practical tips and strategies to help you minimize risks and safeguard your assets by steering clear of common pitfalls. This course covers key elements including choosing the optimal jurisdiction, interpreting relevant case law, and ensuring proper trust funding. More Info
$291General Credit -
Asset Protection Strategy: Advantages and Pitfalls of Using Trusts, LLC's and other Techniques
This CLE program offers a comprehensive overview of asset protection strategies. Participants will explore how traditional estate planning tools can shield assets from creditors. Topics include the protection provided by tenants by the entirety ownership, life insurance and annuities, retirement accounts, and homestead provisions. The course will also cover the structure and legal landscape of asset protection trusts, now recognized in 20 states, including an analysis of relevant case... More Info
$552General Credits
