DoubleTree by Hilton Hotel Austin - University Area
1617 North Interstate 35
Austin, TX 78702
Civil Trial Law: 6.00
Estate Planning and Probate Law: 6.00
Course book included with all formats
Help Your Clients to Have a Successful Probate Experience
Taking an estate through probate in a timely manner ties up loose ends and helps families gain closure when a loved one dies. There are many duties to fulfill, and bereaved clients are counting on your firm to keep the process moving and keep them up to date on the situation. Do you know the best way to be instrumental in these increasingly complex situations? Don't wait until you're asked to work on your next probate case to find out.
At this targeted seminar, our experienced faculty will take you through the probate process step-by-step. After attending, you will be able to file documents in probate court and form good working relationships with executors or administrators. Confidently prepare and file the inventory and troubleshoot common problems you may encounter. Identify the duties involved in the estate administration process so you can provide assistance when it's needed. Properly deal with elective shares to ensure that the surviving spouse's needs are taken care of. Gain an understanding of intestate laws so you can handle situations when there's no will. Enhance your effectiveness with tips for assisting with closing the estate. Help bring closure to families going through this difficult time - enroll today!
This basic-to-intermediate level seminar is designed for paralegals, legal assistants, legal secretaries and other legal support staff who want to increase their effectiveness when working within the probate process.
including - Ethics: 1.00
This seminar meets the requirements of the NALA Certifying Board for 6.0 hours, including 1.0 ethics, of continuing legal education credit required to maintain the CP(Certified Paralegal) credential.
including - Ethics: 1.00
This seminar has been approved by The National Federation of Paralegal Associations, Inc. (NFPA) for 6.0 hours of Continuing Legal Education, including 1.0 hour of ethics.
including - Civil Trial Law: 6.00 Estate Planning and Probate Law: 6.00
This course has been approved by the Texas Board of Legal Specialization for certification and recertification continuing legal education for paralegals and legal assistants. Certification areas: Civil Trial Law; Estate Planning and Probate Law
LEIGH BANASZAK is an attorney with Barnes Lipscomb Stewart & Ott, PLLC. Ms. Banaszak began her legal career representing clients in contested probate and guardianship matters in the Texas hill country. Ms. Banaszak earned her B.S. and B.A. degrees, magna cum laude, from the University of Texas at Austin. She earned her J.D. degree from the law school at the University of Houston, where she achieved her 40 hour mediation certification and spent over 100 hours mediating various disputes throughout Harris County. Ms. Banaszak is a board member of the Estate Planning Section of the Austin Bar Association; a member of Austin Young Lawyers Association; a guardianship volunteer attorney for The Arc of the Capital Area; and a member of the Real Estate, Probate and Trust section of the State Bar of Texas.
MICHELLE R. 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 earned her B.A. in degree from the University of Texas System, Pan American and her J.D. degree from the University of Texas School of Law. 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.
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&MÂ School of Law. He clerked for Judge King and Judge Ferchil in the Tarrant County Probate courts.
WILLIAM R. HAYES is a partner in the law firm of Hayes & Wilson, PLLC. He is a frequent speaker on estate planning, wills and trusts, probate, charitable gifting, disability planning, elder law, and Medicaid. Mr. Hayes has served the Houston Bar Association as co-chair of the Elder Law Committee and chair of the Fee Dispute Committee, for which he was honored with the HBA Presidents Award. He is board certified in estate planning and probate by the Texas Board of Legal Specialization. He is a member of the State Bar of Texas, the Houston and American bar associations, the National Academy of Elder Law Attorneys, the Houston Estate and Financial Forum, the Houston Business and Estate Planning Council, Attorneys in Tax and Probate, the Disability and Elder Law Attorneys Association, and the Houston Gerontological Society. Mr. Hayes earned his B.B.A. and J.D. degrees from the Southern Methodist University.
SUSAN MEEK M.D., J.D., is an attorney whose practice primarily focuses on medical-legal, corporate and business matters, pharmaceutical and device litigation, nursing home litigation, real estate, mediation, and arbitration. She represents both plaintiffs and defendants in both transactional work and litigation. She has served as a special master in a large multi-party lawsuit and as an administrative law judge in Texas. In the past, she has taught as adjunct professor at the University of Houston Law School, teaching ADR, dispute resolution, mediation, arbitration, and legal negotiation. As a mediator and arbitrator for many years in all areas of the law, she is on the federal mediators list in Texas. She has previously served as an expert witness for the Department of Health and Human Services. She earned her B.S. degree from the University of Illinois, her J.D. degree from the University of Illinois (Northern) and her M.D. degree from Chicago Medical School. Ms. Meek trained at the Mayo Clinic and completed an ophthalmologic residency at the University of Arizona. In the past, she has served on a Governor’s Task Force and has been involved on committees dealing with medical and legal issues.
ALEIDA A. VILLARREAL is an attorney with the 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 the 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. Ms. Villarreal earned her J.D. degree from Texas Tech University School of Law.