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 Friday of the 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



March 12, 2010Mark JohnsonERISA Issues for Survivors, Beneficiaries, & Probate
April 9, 2010Sharon R. LukerLong-Term Care Insurance — What's New?
May 14, 2010Gregory Sampson, Moderator
William Cobb, Panelist
Coyt Johnston, Panelist
Barkley Miller, Panelist
Probate Ethics Panel

0.75 hours of ETHICS credit
June 11, 2010
TBATBA


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:

Janet Hope, President
Jim Shepherd, President-Elect
Bert Starr, Immediate Past President
Lori Leu, Treasurer
Evy Davis, Secretary
Beverly Burk
Dianne Reis
Dani Smith



Click here to download the Section’s Bylaws



Previous CLE Topics:


Date
Speaker
Topic



February 12, 2010Cancelled due to snowstorm
January 8, 2010Melinda H. SimsContested Guardianships
November 13, 2009Kim B. YoungTen Common Pitfalls in the Preparation of an Estate Plan
October 9, 2009Marjorie StephensIntentionally Defective Grantor Trusts
September 11, 2009Shawna BrownEstate Planning for Non-Citizen Spouses
August 14, 2009Dani SmithDependent Administration and Heirship
June 12, 2009Don TotusekDrafting Powers of Attorney that the Banker Will Love (or at Least Honor)
May 8, 2009Toby EisenbergOptimizing GST Exemption Planning on the First Death
April - no CLE meeting
Happy Hour Sponsored by Tolmas Consulting

March 13, 2009Evaleen DavisSupplemental Needs Trusts
February 10, 2009Rex HogueBeating the IRS with FLPs
January 13, 2009
Dave Folz
Rollover IRAs in the New Millennium
November 11, 2008
Chris Mims
Guardianship Nuts and Bolts
September 9, 2008
Kathryn Murphy
Pre- and Post- Nuptial Agreements
July 8, 2008Coyt Randal JohnstonFile Documentation, Retention, and Destruction
(ethics credit)
May 13, 2008
Judge Weldon Copeland
History of Probate Law
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