Estate Planning and Probate: 6.75
Tax Law: 6.75
Course book included with all formats
Planning your clients' financial future and legacy is diverse and complex, with a unique tool for every unique client situation. In this fast-paced comprehensive legal instruction, our authors will guide you through the plethora of trust options and give you a straightforward, incisive analysis of when and how each is to be used for maximum effect. Get the best tools for your 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.
ROBIN L. APOSTOLAKIS is an attorney with Stillwell, Earl & Aposolakis, LLP. She is a licensed Texas attorney whose practice focuses in the areas of estate planning, probate, guardianship and business transactions. Ms. Apostolakis is licensed to practice before the U.S. Tax Court, and is board certified in estate planning and probate. She is a member of the Montgomery County and Woodlands bar associations. Ms. Apostolakis received her J.D. degree from Ohio State University Moritz College of Law, followed by her LL.M. degree from the University of Houston Law Center. She is a licensed Texas attorney whose practice focuses in the areas of estate planning, probate, guardianship and business transactions. Ms. Apostolakis is licensed to practice before the U.S. Tax Court, and is board certified in estate planning and probate. She is a member of the Montgomery County and Woodlands bar associations. Ms. Apostolakis received her J.D. degree from Ohio State University Moritz College of Law, followed by her LL.M. degree from the University of Houston Law Center.
DESHONDA CHARLES TACKETT, president and CEO of The Tackett Firm PLLC, focuses her practice in the areas of estate planning and related tax matters, probate litigation, family law, and labor and employment litigation. Ms. Charles Tackett is licensed to practice law in the states of Texas, Louisiana, New York, and Connecticut, before the U.S. District Court for the Southern District of Texas, and before the U.S Court of Appeals for the Fifth Circuit. She is a past president and member of the Houston Lawyers Association, and a member of the Houston Bar Association and The College of The State Bar of Texas. Ms. Charles Tackett received her B.A. degree from Loyola University and earned her J.D. degree from Tulane University Law School.
NICHOLAS A. DUPRE is managing partner at Stanfield & Dupre, PLLC, where he concentrates his practice on probate, estate and gift tax planning, business planning and taxation, asset protection, estate administration, elder law, charitable organizations, and intellectual property transactions. Mr. Dupre is board certified in estate planning and probate by the Texas Board of Legal Specialization. He is licensed to practice in Texas and before the U.S. Tax Court. Mr. Dupre is a member of the State Bar of Texas, and the Woodlands and Houston bar associations. He is also a member of the Houston Business Estate Planning Counsel. Mr. Dupre earned his B.A. degree from Trinity University and his J.D. degree, cum laude, from the Texas A&M School of Law. He clerked for Judge King and Judge Ferchil in the Tarrant County Probate Courts.
JASON R. HANNA is an attorney at Kearney, McWilliams & Davis, PLLC, practicing in litigation, probate, estate planning, and elder law. Mr. Hanna proudly served his nation with distinction in Afghanistan in 2005 and 2006. After separation from active duty in 2008, and with the values and principles he learned during his career in the U.S. Air Force - integrity, service before self, and the pursuit of excellence - he graduated with a 4.0 from Texas State University in San Marcos, Texas in 2011. Mr. Hanna later received his J. D. degree, magna cum laude, from South Texas College of Law in 2014. He is a member of the National Academy of Elder Law Attorneys, Texas Chapter; the State Bar of Texas, Real Estate, Probate & Trust Law Section; Veterans of Foreign Wars; Texas Bar College; Alzheimer’s Impact Movement; and the Alzheimer’s Association, Houston & Southeast Texas Chapter. Mr. Hanna is licensed to practice law in Texas and is based in the Houston, Texas office of Kearney, McWilliams & Davis.
BRYN POLAND is a partner at Mayo & Poland, PLLC. Licensed to practice law in Texas and Kansas, she is a member of the State Bar of Texas, the Kansas Bar Association, the Houston Bar Association, the National Academy of Elder Law Attorneys (NAELA), the Texas chapter of NAELA, and the Special Needs Alliance. Ms. Poland is a member and past president of the Elder Law Committee of the Houston Bar Association, treasurer of Texas NAELA, and a member of the Continuing Legal Education Committee of the Houston Bar Association. She moved to Texas and joined the firm of Pi-Yi Mayo in 2007, partnering with Pi-Yi in 2018 to form Mayo & Poland, PLLC. Today, Ms. Poland focuses her practice on special needs trust planning and administration, Medicaid planning, and qualified settlement funds. She is a frequent speaker on these topics at continuing education conferences for attorneys and trust officers.
JOE R. SAVOIE is an attorney with Crain Caton & James where he serves clients in the areas of fiduciary litigation; probate, trust, and guardianship litigation; and commercial and business litigation. He has experience in a wide variety of matters, including the prosecution and defense of claims for breach of fiduciary duty, will and trust disputes, and guardianship proceedings. Mr. Savoie's trial experience has enabled him to evaluate potential risk and, when appropriate, recommend alternatives to litigation, such as mediation or direct settlement negotiations. He has found favorable settlements are often the result of a trial lawyer who is prepared and willing to go to trial, if necessary. He received his J.D. degree from Texas Tech University School of Law. While in law school, Mr. Savoie earned second place in the Mary Moers Wenig Student Writing Competition for his article entitled, "The Commissioners' Model of Ante-Mortem Probate." The Mary Moers Wenig Student Writing Competition is a national writing competition sponsored by the American College of Trust and Estate Counsel and is judged by law school professors from around the country who teach in the area of trusts and estates. Mr. Savoie also represented Texas Tech University School of Law as a competitor in the Mack Kidd Administrative Law Moot Court Competition in Austin, Texas. During law school, he interned for The Honorable Kenneth M. Hoyt, United States District Judge, Southern District of Texas, and The Honorable Nancy M. Koenig, United States Magistrate Judge, Northern District of Texas.