Basics of Suing and Defending Executors, Trustees and Other Fiduciaries

        
  
     
Legal Area:        Civil Litigation Trial Appellate Family Estate Planning Probate
Total Credit Hours:        1.50
Ethics Credit Included:        0.00
Registration Fee:        $38.00
Course Materials:        textaudiovideo
Session END DATE:        10/31/2018
Information:        
  

** available any time of day and in time increments convenient to you through end date above **


CLEonline.com, together with the Houston Bar Association, are pleased to present a special online CLE program designed to review the basics of suing and defending executors, trustees and other fiduciaries. Executors, trustees and other fiduciaries owe the highest duties and obligations under the law and, as such, are held to the strictest standards of conduct. In this program, the speakers will explore the inherent risks of serving as an executor or trustee and will offer suggestions for risk management. This course features streaming video and audio (as well as downloadable MP3 audio) presentations from a live CLE seminar on this topic that was originally conducted by the Houston Bar Association on February 24, 2017. You can access this presentation on demand at any time during the course of the seminar session.



Some of the subjects for this course include:

    • What is a Fiduciary and Are Their Inherent Risks of Serving?

    • Duties of a Trustee

    • Duties of an Executor

    • Fiduciary Selection and Why It's Important

    • Suing and Defending

    • Best Practices



    The speakers for this course are:

    Aaron Dobbs, who is an attorney with the firm of Roberts Markel Weinberg Butler Hailey P.C. T. Aaron Dobbs leads the firm’s estate planning, probate and trust administration practice. He is board certified in estate planning and probate law by the Texas Board of Legal Specialization. A seventh generation Texan, Aaron previously worked as a Legislative Aide to U.S. Senator Kay Bailey Hutchison of Texas and as a Legislative Counsel for the Texas Legislative Council. During his tenure with the Texas Legislature, Aaron was a member of the team of lawyers responsible for drafting the first installment of the new Estates Code, which replaced the Texas Probate Code on January 1, 2014. Education:   South Texas College of Law, Juris Doctorate; Texas A&M University, Bachelor of Science, Journalism and Political Science. Honors and Awards:  Listed, Thomson Reuters Super Lawyers "Rising Stars" for Estate & Trust Litigation (2014, 2015); Listed, H Texas Magazine “Top Lawyer” for Wills, Trusts & Estates (2014, 2015).  An extensive biography for Aaron Dobbs may be found on his firm's website.


    Kelley Bentley, who is an attorney with the firm of Roberts Markel Weinberg Butler Hailey P.C. Ms. Bentley's practice focuses on elder law, estate planning, probate and trust administration, including special needs trusts. Education:  University of Houston Law Center, Master of Laws (LL.M.), Taxation, and South Texas College of Law Houston Juris Doctorate. Certifications:  Certified Elder Law Attorney, National Elder Law Foundation, Board Certified in Estate Planning and Probate, and Texas Board of Legal Specialization.  More information may be found on her firm's website.




    ACCREDITATION INFORMATION


    This course is approved for credit by the MCLE Committees of the STATE BAR OF TEXAS and the STATE BAR OF CALIFORNIA (MCLE Provider #8648).
    These are not self-study credits, but rather 'participatory' credits as you would receive for attending a traditional, live CLE seminar.


    In addition, regular CLE credits for this seminar may also be available in a number of other states through CLE Reciprocity, such as FLORIDA, or as an "Approved Jurisdiction", such as TENNESSEE. * Please check with the Tennessee State Bar for accreditation information. *


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    PLEASE REMEMBER-- All of our online CLE courses are covered by our 'Full Satisfaction' guarantee. If for any reason you are dissatisfied with this or any other CLEonline.com seminar, we will gladly issue you a prompt refund. Thus, you have nothing to lose in trying one of our convenient online CLE seminars. If you have never participated in an online seminar before, we think you'll be pleasantly surprised!