Estate Planning and Probate: 6.75
Tax Law: 6.75
Course book included with all formats
This "a through z" guide to probate is designed to take you from the first days of the estate timeline through all the steps of marshaling and valuing estate assets, locating and paying the creditors, paying the beneficiaries, and laying the estate to rest. You will receive the latest updates on the probate court procedure and tax laws, practical guidance from experienced probate attorneys on using spousal elective share and resolving estate disputes, and sample forms and checklists to speed up the administration process. Build a solid foundation for your probate practice - order today!
including - Ethics: 1.00 Estate Planning and Probate: 6.75 Tax Law: 6.75
This course is accredited for Minimum Continuing Legal Education credit by the State Bar of Texas Committee on MCLE in the amount of 6.75 credit hours, of which 1.0 credit hour will apply to legal ethics/professional responsibility credit. Hours in attendance at National Business Institute CLE seminars may be applied to the minimum Judicial Education requirement. This course has been approved by the Texas Board of Legal Specialization for certification and recertification continuing legal education requirements for attorneys and legal assistants.
MATTHEW JUSTIN BADDERS is a lawyer serving property owners, business owners, trustees, and executors. A San Antonio native, he earned his law degree from The University of Texas in Austin and bachelor's degree in philosophy from Trinity University. In addition to his professional understanding of real estate, Mr. Badders administers a portfolio for his family consisting of single-family rentals, undeveloped acreage, and coastal vacation properties. He was previously a senior vice president and trust officer at Frost Bank before his passion for business and real estate drew him back to the private practice of law.
MICHELLE L. CASILLAS is currently the staff attorney with Bexar County Probate Court No. 2, having recently joined from private practice where she focused on estate planning, probate, and guardianship matters. She is also an adjunct professor at the University of the Incarnate Word, where she teaches estate planning at the H-E-B School of Business and Administration. Throughout her career, Ms. Casillas has represented and advocated for families and individuals in some of the most financially and emotionally trying times of their lives. She is fluent in Spanish and a member of the Mexican-American Bar Association, San Antonio Young Lawyers Association, and Bexar County Women’s Bar, including their 2019 LEAD Academy Class.
DAVID H. MORRIS is managing partner of Morris & Wise, in San Marcos, Texas where his main areas of practice are probate, guardianship, real estate, business, corporations and general counsel. He is a member of State Bar of Texas, (Section membership includes Corporate Counsel, Real Estate, Probate and Trusts, Business, Litigation, Computer and Technology); the Hays County Bar Association; the Texas Land and Title Association; Central Texas Dispute Resolution Center, Advisory Board; Sheriff’s Association of Texas, associate member; Hays County Juvenile Council, HBA Representative, Continuing Legal Education Speaker Committee, HBA; St. Stephens Church; and All Texas Athletic Center, Inc., founding member and director. Mr. Morris earned his B.S. degree from Texas State University, Diploma from University of Houston College of Law and Universidad Panamericana Escuela de Derecha, and his J.D. degree from South Texas School of Law.
JESSICA A. NEWILL is an attorney with Gardner Law. She is board certified in estate planning and probate law by the Texas Board of Legal Specialization. Ms. Newill serves as vice chair of the business section and head of the estate planning and probate practice. Her experience is in representing clients in estate planning, probate, complex trust and estate administrations, guardianship actions, and probate litigation. Ms. Newill is admitted to practice in Texas, Nevada, Colorado (inactive) and Missouri (inactive). She earned her B.A. degree, magna cum laude, and J.D. degree from the University of Missouri at Kansas City.
SUSAN G. SIMMONS is the principal attorney of Law Office of Susan Simmons, PLLC, in San Antonio. Since 2007, Ms. Simmons has practiced in the areas of estate planning, probate, business and commercial law. She is a member of the San Antonio and American bar associations, the State Bar of Texas, and the National Association of Women Business Owners (NAWBO). Ms. Simmons earned her B.A. degree, summa cum laude, from The University of Texas at San Antonio; her MBA degree from Rawls College of Business at Texas Tech University; and her J.D. degree from Texas Tech University School of Law in Lubbock.
ALEIDA A. VILLARREAL is an attorney with Law Office of Aleida A. Villarreal, PLLC. She practices in the areas of wills, trusts, probate and elder law. Ms. Villarreal is a member of the State Bar of Texas and National Association of Elder Law Attorneys (NAELA). She is also a member of the San Antonio Estate Planners Council and the San Antonio Bar Association. She is a lawyer in good standing with the State Bar of Texas since 2013. Ms. Villarreal earned her J.D. degree from Texas Tech University School of Law.
COLIN G. WISE is a partner in Morris & Wise in San Marcos, Texas, where his areas of practice include probate, business, family, and civil litigation. He is a member of the State Bar of Texas (section membership includes Real Estate, Probate, and Trust Law; Family Law; Business Law; and Computer & Technology). Mr. Wise earned his B.S. degree from Texas A&M University and his J.D. from Baylor University School of Law.