Course materials available on a USB flash drive to video replay registrants(Webcast registrants can simply download the materials.)

MCLe CReDit | 6.75 HOURS (3.75 ETHICS)

12th annual

Building Blocks of Wills, Estates and Probate Course

Houston February 4, 2011

a Live webcastFriday, January 14, 2011

watCH FROM yOUR PeRsONaL COMPUteR Via LiVe weBCast!

Via Video Replay on Jan 28, 2011 at these 16 locations:Amarillo

Angleton

Arlington

Austin

Burnet

Castroville

Corpus Christi

El Paso

Flower Mound

Georgetown

Hillsboro

Laredo

Lubbock

Nacogdoches

Stephenville

Tyler

Via Video Replay DallasFebruary 11, 2011

Fort WorthFebruary 17, 2011

MCLe CReDit

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8:50 Welcoming Remarks Course Director R. Hal Moorman, Brenham Moorman, Tate, Urquhart, Haley

Upchurch & Yates

9:00 Basic Estate Planning 1.5 hrs (.75 hr ethics)

•FeesandFeeAgreements •ProfessionalLiabilitytoClients

and Others •WaywardClients •JointRepresentation •MaritalProperty •SimpleWills •Trusts •AncillaryDocuments •CoordinatingNon-ProbateAssets •LifeInsurance •Retirement •Annuities •RightsofSurvivorship •DocumentStorage •EvaluatingtheClient Moderator Mickey R. Davis, Houston Bracewell & Giuliani

R. Hal Moorman, Brenham Moorman, Tate, Urquhart, Haley,

Upchurch & Yates

Stefnee Ashlock, Houston Fizer, Beck, Webster, Bentley &

Scroggins

10:30 Break

10:45 Elder Law Planning and Issue Spotting 1.5 hrs (.75 hr ethics)

•EstatePlanningfortheElderly and Disabled

•PublicBenefitsPrograms •PlanningwithTrusts •VeteransBenefitsBasics •RecentDevelopments

Moderator Pi-Yi Mayo, Baytown LawOfficesofPi-YiMayo

Patricia F. Sitchler, San Antonio Schoenbaum, Curphy & Scanlan

Molly Dear Abshire, Bellaire Wright Abshire

12:15 Break

12:30 Avoiding Claims and Ethical Issues in a Trusts and Estates Practice .75 hr ethics

Sarah Patel Pacheco, Houston Crain Caton & James Billy Shepherd, Houston Shepherd, Scott, Clawater & Houston

1:15 Break

1:30 Probate Procedures and Alternatives 1.5 hrs (.75 hr ethics)

•WhomDoYouRepresent? •Resources •FeeArrangements •ProbateandNon-ProbateAssets •ProbateProceduresandWillFiling •IndependentandDependent

Administrations •AlternativestoProbate •LostWillProblems •FamilySettlementAgreements •NoticeRequirementsBefore

Letters are Issued •QualificationofPersonal

Representatives Moderator Tina R. Green, Texarkana Capshaw Green, PLLC

J. Craig Hopper, Austin Hopper & Associates

texasBarCLE presents the 12th Annual

Building Blocks of Wills, Estates and Probate CourseCosponsored by the Real Estate, Probate & Trust Law Section of the State Bar of Texas

A LiVe WebcAst

Friday, January 14, 2011

Watch from your home or office computer.

Video RepLAys

Houston - February 4 Dallas - February 11 Fort worth - February 17

16 Video RepLAys Friday, January 28

Sponsored by Local Bars (see page 4 for details)

6.75 HOURS (3.75 ETHICS)MCLE COURSE NO: 901208599Applies to the College of the State Bar of Texas and the Texas Board of Legal Specialization in Estate Plan-ning and Probate Law and Tax Law.

CPA CREDITWe have registered with the Texas State Board of Public Accountancy as a CPE sponsor. This registration does not constitute an endorsement by the Board as to the quality of our program.

The State Bar’s continuing education sponsor I.D. number is 135.

Live webcast: Friday, January 14 6.75 hours including 3.75 hours ethics

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MP3s. For CLe on the go.Downloads from the Online Classroom at TexasBarCLE.com

*As of June 2010, Texas MCLE rules permit the accreditat ion of downloadable f i les recorded from a l ive accredited CLE act iv i ty.

Y ou want CLE options, even on the go. Now you can listen and earn MCLE credit while driving to work or taking a stroll at lunch. Here’s how to get started:

Visit TexasBarCLE.com and click on the Online Classroom, with over 1,200 hours of professionally-recorded presentations, many accredited for ethics. Download an MP3 of a topic, then burn it to a CD, or load it onto an iPod® or other MP3 player, and listen wherever and whenever it suits you. (You are also allowed access to the streaming video of the topic for as long as it remains in the Online Classroom, typically a year.)

When you’re done, return to our website to claim MCLE credit.* Be sure to download the word-searchable materials that accompany most topics—a valuable resource for further research or study.

Review MP3s as often as you like; they’re yours to keep. You’ll have the confidenceofgettinghigh-qualityCLEfromyourStateBar,thetopproviderofcontinuinglegaleducationinTexas.Ifyou’renotcompletelysatisfied,we’ll gladly refund your purchase price—guaranteed.

Hon. Steve M. King, Fort Worth Judge, Tarrant County Probate

Court #1

3:00 Break

3:15 Administration Issues 1.5 hrs (.75 hr ethics)

•DutiesofPersonalRepresentatives •CollectionofAssets •AdministrationandDisposition •FilingRequirementsandDeadlines •PreparingInventories •HandlingCreditorClaims •ClosingtheEstate •DealingwithBeneficiaries

- Rights - Distribution

COURse DiReCtORR. Hal Moorman ....................................... Brenham

PLaNNiNg COMMittee

Mickey R. Davis .......................................... Houston

Randy E. Drewett ................................... Beaumont

Tina R. Green .......................................... Texarkana

Sarah Patel Pacheco .................................. Houston

ReaL estate, PROBate & tRUst Law seCtiON OF tHe state BaR OF texas

Harry W. Wolff, Jr. ...........................................Chair

David A. Weatherbie ............. Chair-Elect/Secretary

Craig S. Adams ..........................................Treasurer

David W. Tomek ................... Immediate Past Chair

state BaR OF texas

Terry Tottenham .......................................President

Pablo Almaguer .........................Chair of the Board

Bob Black .........................................President-Elect

Roland Johnson ............. Immediate Past President

Jennifer Evans Morris ..................... TYLA President

F. R. “Buck” Files, Jr. ............ Chair, CLE Committee

Talmage Boston ........Chair, Board PDP Committee

Michelle E. Hunter ..................... Executive Director

Patrick A. Nester ...................Director, TexasBarCLE

Michelle Townley ............Sr. Program Coordinator

•Disclaimers •ReceiptsandReleases •FundingIssues

Moderator Craig S. Adams, Tyler Adams & Coker

Sarah Patel Pacheco, Houston Crain Caton & James

Lisa H. Jamieson, Fort Worth Shannon, Gracey, Ratliff & Miller, L.L.P.

4:45 Adjourn

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Amarillo — January 28Eagle Center Basement Training Center112 West 8th Avenue (zip: 79101)Contact Jo Ann Holt: 806-371-7226director@amarillobar.orgSponsor: Amarillo Area Bar Association Angleton — January 28Brazoria County Commissioner Courtroom111 E. Locust (zip: 77515)Contact Angela Wollam: 979-864-1225angelaw@brazoria-county.comSponsor: Brazoria County Bar Association Arlington — January 28LawOfficeofRockyWalton2310 W. Interstate 20, Suite 100 (zip: 76017)Contact Deanne Schmidt: 817-548-1000dschmidt@curnutthafer.comSponsor: Arlington Bar Association Austin — January 28Texas Law Center1414 Colorado 1st floor (zip: 78701)Contact DVD CLE: 800-204-2222, Ext. 1575ptrevino@texasbar.comSponsor: DVD CLEValidated Parking at Wells Fargo Bank Bldg.,400 West 15th. Enter at 16th & Guadalupe.Bring ticket to the Law Center for validation. burnet — January 28Burnet County Courthouse Annex1701 E. Polk also known as Hwy 29 (zip: 78611)Contact Linda Bayless: 325-247-7733linda.bayless@co.llano.tx.usSponsor: Highland Lakes Bar Association 

Houston — February 4Crowne Plaza River Oaks2712 Southwest Freeway (zip: 77098)713-523-8448www.crowneplaza.com* Complimentary parking

state Bar Video Replays YOU CAN PRE-REGISTER FOR THESE 3 VIDEO REPLAYS. See page 5.

Local Bar Video Replays FOR THESE 16 LOCAL BAR VIDEO REPLAYS, REGISTER AT THE DOOR.

Webcast Registration Fee and Course MaterialThe fee is $225 per webcast registrant. Course materials are included as PDFs for viewing, downloading, or printing during and after the webcast. A hard copy version may be purchased separately using this brochure’s registration form.

How to Register for the WebcastWebcast registration is only available online and by using a credit card. Go to TexasBarCLE.com and click on “Webcasts.” Then under the listing for “Building Blocks of Wills, Estates and Probate” click “Register for Webcast.” Registration by mail, fax, or phone will not be accepted.

Claiming MCLE CreditThe webcast and the Dallas, Houston, and Ft. Worth replays will have different MCLE numbers. For the webcast, the MCLE number will be provided at the conclusion, along with instructions on how to claim MCLE credit while still online.

Replaying the Webcast on Your ComputerAbout a week after the webcast, webcast registrants willhave9-12monthstofinishviewingorreviewingtheprogram online.

LiVe weBCast January 14, 2011 Online Registration Only

dallas — February 11Cityplace Conference Center2711 N. Haskell Avenue (zip: 75204)214-515-5100www.chgcityplace.com*Complimentary parking with validation from SBOT

castroville — January 28Sammy’s Restaurant202 Old U.S. Highway 90 East (zip: 78009)Contact John Ashley Chunn: 830-426-3911jac@johnchunnlaw.comSponsor: Medina County Bar Association corpus christiDate and location to be determinedContact Dick King: 361-883-4022dking@corpusbar.comSponsor: Corpus Christi Bar Association el paso — January 28Location to be determinedContact Nancy Gallego: 915-532-7052ngallego.epba@sbcglobal.netSponsor: El Paso Bar Association Flower Mound — January 28Location to be determinedContact Lee Newlan: 972-899-4070lee@newlan.comSponsor: Flower Mound Bar Association Georgetown — January 28Williamson County Courthouse AnnexJury Empanelling Room405 S. Martin Luther King Street (zip: 78626)Contact Terence Davis: 512-244-3302attorney@thetexasdivorce.comSponsor: Williamson County Bar Association Hillsboro — January 28Dwight Carmichael’s Residence500 Craig Street (zip: 76645)Contact Kara Pratt: 254-580-2443aplaw_pratt@sbcglobal.netSponsor: Hill County Bar Association 

Laredo — January 28Eduardo’s Restaurant720 Convent Avenue (zip: 78040)ContactGustavoQuintanilla:956-723-5527immigrate@gquintanilla.comSponsor: Laredo-Webb County Bar Association Lubbock — January 28916 Main Street, Room 306 (zip: 79401)Contact Lisa Harden: 806-775-1389lcba@lcba.orgSponsor: Lubbock County Bar Association Nacogdoches — January 28ClardyLawOffice209 E. Main Street (zip: 75961)Contact Albert Weatherly at 936-564-5142aweatherly@sbcglobal.netSponsor: Nacogdoches County Bar Association stephenville — January 28Hampton Inn & Suites910 S. Harbin Drive (zip: 76401)Contact Blake Thompson: 254-965-3298blake@bthompson-law.comSponsor: Erath County Bar Association tyler — January 28Tyler Area Chamber of Commerce, Genecov Room315 N. Broadway Ave. (zip: 75702)Contact Cristy Keul: 903-526-2700cristy@smithcountybar.comSponsor: Smith County Bar Association

Fort Worth — February 17Texas Wesleyan University Law School1515 Commerce Street (zip: 76102)www.law.txwes.edu*Complimentary parking

*Directions and parking information are available at these websites.

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OnlineTexasBarCLE.comcredit card only

Phone800-204-2222, x1574during business hourscredit card only

Fax512-427-4111credit card only

MailState Bar of Texas - CLELB #972298P. O. Box 972298Dallas, TX 75397-2298check or credit card

Registeringfive or more?Email Laura Angle at laura.angle@texasbar.com for group discount information.

Registration Form w a y s t O R e g i s t e R

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2 I want my course materials format to be:

q Electronic materials (PDFs on a USB drive)

q Hard-copy materials (1 notebook)

q BOTH so I’ll ADD $45

5

Check all applicable boxes below to calculate your fee:

q $245 Registration Fee for Dallas, Houston, or Fort Worth Video Replay Sites (includes lunch)

q Subtract $25 if you are a member of the State Bar Real Estate, Probate & Trust Law Section, State Bar College, State Bar Legal Administrators or Paralegal Division -OR- licensed two years or less.

q As a judge, I AFFIRM I qualify under §7.03.06 (State Bar Policy Manual) for complimentary admission (see pg. 6.)

My registration fee after all calculations: $ ________

*PDFs of course materials will be available for purchase 6-8 weeks after the course in the Online Library at TexasBarCLE.com. Registrants of the webcast or of a video replay in Dallas, Houston, or Ft. Worth will receive access to the PDFs at no extra charge (see “FREE TO REGISTRANTS,” p. 6.)†Plus 8.25% sales tax on total. Please include sales tax or attach an exemption certificate. Book and USB orders are shipped separately and filled 4-6 weeks after the live program. A bill will be sent unless a credit card charge is authorized on this form.

QUestiONs? 800-204-2222, x1574 • 512-427-1574

State Bar Membership No. ___ ___ ___ ___ ___ ___ ___ ___

Name ___________________________________________________________ Preferred Badge Name _________________________________

Firm Name/Court ________________________________________________________________________________________________________

Address for Bar-Related Mail _______________________________________________________________________________________________

City/State __________________________________________________________________ _______ Zip _________________________________

Phone ( ) ____________________________________________ _________ Fax ( ) ___________________________________________

E-Mail: ______________________________________________________________________________A confirmation of your registration will be sent to the email address you provide.

I can’t attend. Just send course materials.* FRee shipping & Handlingq Course book . . . . . . . . . . . . . . $155 each†

q Course materials on USB drive $155 each†

State Bar Video Replays 5110

You may pre-register for the video sites listed below. For all other video replays, register at the door.

q HOUSTON, February 4, Crowne Plaza River Oaksq DALLAS, February 11, Cityplace Conference Centerq FORT WORTH, February 17, Texas Wesleyan Univ. Law School

To register for the LIVE webcast instead, see page 4.

Local Bar Video Replays For more video replays (sponsored by local bar associations) see page 4 for location and registration information.

I am paying by:q Check (enclosed) payable to the State Bar of Texas for $_______________ q Visa q MasterCard q AMEX q Discover

Account No. ____________________________________________________Exp. Date _______________________________________________

Name on card (Please print) _______________________________________________________________________________________________

Signature _______________________________________________________________________________________________________________

Building Blocks of Wills, Estates and Probate Course 5110

For information on audio CDs of topics, contact our DVD CLE service at 800-204-2222, x1575. MP3 files of topics will be downloadable from the Online Classroom at TexasBarCLE.com 6-8 weeks after the course.

fyi i N F O R M a t i O N

State Bar of TexasP.O. Box 12487Austin, TX 78711-2487

NON PROFIT ORGANIZATION

U.S. POSTAGEPAID

PERMIT NO. 1804AUSTIN, TEXAS

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12th Annual Building Blocks of Wills, Estates and Probate CourseWebcast January 14, 2011

Video Replays see page 4 for dates and locations

Real estate, Probate & trust Law section Members Can save $25if attending the live webcast or a video replay in Dallas, Houston, or Fort Worth; see the registration form. Not a member of the Section? To join, email sections@texasbar.com or phone 800-204-2222, x1425. Please do not send Section membership payment with your registration fee.

earn Discounts by Registering Five or More from your Firm or agency.Contact Firm and Group Sales Manager Laura Angle of TexasBarSolutions at 512-250-5575 or langle@texasbar.com

state Bar Policy §7.03.06 allows some Judges to attend for Free provided (1) the course is directly related to their tribunal’s jurisdiction, (2) they are full-time judges or judges retired under the Texas Judicial Retirement System and (3) space is available for all paying registrants. This privilege does not extend to receivers, trustees, court staff, or persons serving part-time in any judicial capacity. NOTE: Judges must actually attend to receive course materials.

if you Need special accommodations to attend,please contact us as soon as possible at 800-204-2222, x1797. For the Cityplace Conference Center in Dallas, please call us at 800-204-2222, x1797 in advance of your arrival so that assisted parking can be arranged for drivers of handicap designated vehicles.

if you Cannot watch the entire webcast on its scheduled Date,it will be archived and available within about one week for the review of webcast registratns. You can complete the viewing of the program, visit the discussion forum, and claim any MCLE credit, if applicable. To access the archived webcast, go to Your Purchases at the bottom of the menu on the left side of TexasBarCLE.com

Registered for the Dallas, Houston, or Fort worth Video Replay But Can’t attend? You’ll automatically be sent the course materials; see also “FREE TO REGISTRANTS,” below. However, if you wish a refund instead, mail or fax (512-427-4111) your request so that we receive it at least one business day before the program.

FREE TO REGISTRANTS OF THE WEBCAST OR OF THE DALLAS, HOUSTON, OR FORT WORTH VIDEO REPLAYS:*Online Videos of the Presentations & PDFs of the Course Materialswill be available 6-8 weeks after the course. Provide us your email address when registering and we’ll alert you when these benefits are available and how to access them. (Note: Presentation lengths may vary from that which was advertised.) There’s no extra charge; as a registrant, you’re already entitled!

Policy of impartialityThe State Bar does not endorse political candidates. When a candidate for public office is included in promotion for or participates in a TexasBarCLE event, the State Bar is not taking a position for or against anyone’s candidacy.

*Registrants for the local bar video replays do not qualify for this benefit.