Texas MCLE

New CLE for Trustees to Help Avoid Trust Tax Problems

Attorney Tony De Angelo will teach you about issues and omissions in tax and trust practice that he has seen over the past four decades. These are some of the main issues discussed: errors in dealing with various asset types in trusts, timing of liquidation, frequent errors with U.S. Savings Bonds and problems with tax-exempt assets in Irrevocable Trusts.

New CLE for Attorneys: Using Data Driven Decisions to Manage Your Law Firm

In this incredibly practical CLE, Brooke Lively will show you how to make data driven decisions so you can efficiently manage your practice & team and run a profitable law firm. Four key areas are discussed: using data driven decisions to run your firm, the six key metrics to monitor progress, tracking the work production of your attorneys and improving collection rates.

CLE on the Duty of Loyalty & Trustee Compensation

In his trial and appellate practice, David F. Johnson has litigated numerous disputes involving trustee compensation. From violating the self-interest rule to compensation issues with multiple trustees, there are endless pitfalls when it comes to determining the appropriate amount of compensation and upholding your duty of loyalty.

New CLE on COVID-19 & Business Interruption Insurance

As part of the Katrina class, Evan Walker attended law school in New Orleans and began his legal career defending insurance companies against Hurricane Katrina claims. In this CLE, Evan applies his knowledge of insurance law & companies to analyze whether business interruption insurance might provide relief for businesses disrupted by the 2020 global pandemic.