Friday, February 28, 2020
8:00 AM - 8:30 AM
Coffee and Registration
Please use this time to check in for the meeting, talk over coffee, find your seat, and sign in for CLE.
8:30 AM - 8:45 AM
Welcome & Introductions
8:45 AM - 9:45 AM
Trustee Panel Discussion
9:45 AM - 10:00 AM
10:00 AM - 11:00 AM
Alternate Probate Procedures

Presented by Judge Herman from the Travis County Probate Court
We will be discussing Alternate Probate Procedures (Small Estate Affidavits, Muniments) and the issues that go along with them.  

11:00 AM - 11:15 AM
11:15 AM - 12:15 PM
Using Wealth Docx Online

Presented by Jennifer Davenport, JD

12:15 PM - 1:45 PM

Lunch is included with tuition. 

1:45 PM - 3:15 PM
Feeling Secure after SECURE

Presented by Jennifer Davenport, JD 
This program will explain what has changed, what has stayed the same, and what we still don't know about planning for the transfer of qualified retirement assets after the changes made to IRC Section 401(a)(9) by the SECURE Act, which was signed into law on December 20, 2019. We will also discuss specific drafting strategies and changes to WealthDocx documents due to the passage of the SECURE Act.

3:15 PM - 3:30 PM
3:30 PM - 4:30 PM
Making Lawyers Technologically Competent - Ethics

Presented by Jett Hanna, Texas Lawyers' Insurance Exchange
Each lawyer should strive to become and remain proficient and competent in the practice of law, including the benefits and risks associated with relevant technology.  During this session, we will learn the following to appropriately serve and protect our clients:

  • Securing Communication of Protected Client Information - ABA Formal Opinion 474R
  • Lawyers’ Obligations After an Electronic Data Breach or Cyberattack - ABA Formal Opinion 483
  • Layers of Defense
  • Vetting Security Vendors
  • Storing Client Data in the Cloud - Texas Ethics Opinion 680
  • Keep Up with Changes in Tech - Opinion 680