Coffee, Breakfast & Registration

Client Screening/Onboarding
Trust Administration is a marathon, not a sprint. We will discuss the initial call after death and the preliminary guidance given. We will also discuss the initial consultation and determine whether a probate, a 706, or additional estate planning is needed. We will review the initial steps required in every trust administration.

Break

You Are a Trustee, Now What?
Navigating Texas Trust Administration: Pre-Acceptance & The First 90 Days

Presented by: Jason Carter, J.D. Founder, Strategic Fiduciary Consultants

Lunch + Artificial Intelligence in Estate Planning

AI is not coming to estate planning. It is already here, quietly shaping drafting, intake processes, and client expectations. Will estate-planning attorneys use AI intentionally and ethically, or
accidentally and unsafely?

Working with WealthTracx

Learn to use Wealth Tracx, a comprehensive Trust Administration solution featuring customizable tools, resources, and a robust library of documents specifically geared for a streamlined, efficient trust administration process for revocable and irrevocable trusts.

Break

A Fiduciary Litigator's Guide to Trust Administration

Trustees should recognize fiduciary liability traps and how a court may react when presented with a petition for breach of trust. This presentation will highlight common ways that trustees may be exposed to liability for breach of trust, remedies available to aggrieved beneficiaries, and practical pointers for avoiding the courtroom. 

Ethics Lessons from HBO’s Succession

HBO's hit series "Succession" follows a fictional media company led by a legendary patriarch. As the title suggests, the patriarch's children are angling to seize the throne and succeed their father as the company's CEO. In this presentation, Brent Turman, Partner at Bell Nunnally, tracks the power plays of the company's C-level executives and general counsel, explaining whether their on-screen actions comply with specific ethical rules (spoiler alert: most of the time, they don't.). Through the lens of this captivating series, Turman provides an entertaining way for attorneys to obtain ethics credit.