Estate Planning and Probate Section
Collin County Bar Association


Welcome to the website of the Estate Planning and Probate Section of the Collin County Bar Association.  We meet on the second Tuesday of every other month for lunch and a 45-minute CLE program.  Anyone with a professional interest in estate planning and probate is welcome to attend.  Members of the Collin County Bar Association may join the section for $10 per year.  

Upcoming Meetings and CLE Topics:

Date
 Speaker
 Topic



May 13, 2008
Judge Weldon Copeland
History of Probate Law
July 8, 2008 File Documentation, Retention, and Destruction
(ethics credit)		 Coyt Randal Johnston
September 9, 2008
 Kathryn Murphy
 Pre- and Post- Nuptial Agreements
November 11, 2008
 Chris Mims
 Guardianship Nuts and Bolts
January 13, 2009
 Dave Folz
 IRAs


Regular meetings begin at noon, and no RSVP is necessary to attend.

If you would like to receive announcements and updates by email, please contact Dianne Reis at 972-381-8500 or


Meetings are held at:

Ralph & Kacoo's
401 Central Expressway South
Allen TX



Board Members:

Evaleen Davis
Michael Gott
Janet Hope, Chair-Elect
Lisa Marquis
Dianne Reis
Jim Shepherd
Bert Starr, Chair




Previous CLE Topics:

Date
 Speaker
 Topic



March 11, 2008
Evaleen Davis
Creditor Claims in Probate
January 8, 2008
 Lane McDaniel
 How to Characterize Trust Principal and Income in Probate and Divorce
November 13, 2007
(Tuesday)
 Bob Badali
 Settling for More: Life Settlements, An Innovative Wealth & Estate Planning Tool
September 13, 2007
(Thursday)
 Suzanne Westerheim
 Ethical Issues in Dual Representation in Estate Planning
(.75 hours ethics credit)
May 10, 2007
 Alan Tolmas
 The Puzzle of Gift and Estate Tax Valuations
March 8, 2007
 David Folz
 Rollover IRAs in the New Millennium
January 11, 2007
 David Hollands
 An Advisor's Guide to the Impact of Recent Tax Law Changes on Education
Savings Plans
November 16, 2006
 
Bruce Campbell
 Malpractice Traps for Estate Planning and Probate Lawyers
October 26, 2006, 3-5 pm, at the Center for American and International Law
 Panelists: Judge Copeland, Judge Windle, Judge DeShazo, Judge Price, and Judge  Loving
Moderators: Greg Sampson, Dianne Reis, and Suzanne Westerheim
 A View from the Bench and Ethics in Attorney-Judge Interactions
July 13, 2006 Mitch Milby
 Business Succession Planning
May 11, 2006 Don Totusek
 Multiple-Party Accounts in Financial Institutions: Special Issues in Estate
Planning and Estate Administration
March 16, 2006
 Elizabeth A. Howard
 Estate Planning for Pet Owners
January 12, 2006
 Philip M. Lindquist
 Spendthrift Trusts, Bankruptcy, and Being Your Own Trustee
November 10, 2005 Michael B. Cohen Medicaid Planning - The Laws, They Are A-Changin'
September 8, 2005 Leslie Cummings Legislative Update
July 28, 2005 William Olsen Estate Planning Drafting Tips from a Trust Officer's View Point