Click the links below the presentation titles to download materials.
Texas Forum Bylaws (to be voted on during Texas Forum Business Discussion)
PDF Document
Trust Distributions and How They Are Unsettled
Presentation Slides
Homestead Issues
Handout
Consulting with and Planning for an Aging Population
Presentation Slides
21 Ways to Draft Trusts to Avoid Trust Administration Issues
Materials will be posted when available.
Can Medicaid Take My Client’s House?
Presentation Slides
Ethical Considerations for Trusts & Estates Counsel
Presentation Slides
Core Concepts in Estate Planning with Retirement Assets
Presentation Slides
