Learn how the 1301 Management Trust enables the management of assets belonging to minor children, incapacitated adults, and persons with disabilities. The 1301 Management Trust offers an alternative to opening a guardianship estate and permits such person’s property to be managed without application to the court for approval of discretionary distributions, payment of expenses, and […]
Live Webinar - Investing and Accounting Description: In this presentation, attendees will learn the basics of investing. We will cover various investment vehicles, fundamentals of investing and identify the levels of risk. We will also be discussing how to create the court-ordered annual accountings for the Guardians of the Estate that will need approval from […]
Please join us for an afternoon of food and drinks while mingling with colleagues and friends!
Please join us for an afternoon of food and drinks while mingling with colleagues and friends!
Description: Learn how the Texas Estate Codes provides for the appointment of attorneys and guardians ad litem. The court must appoint an attorney or guardian ad litem in certain situations and has the discretion and authority to appoint one or both in others. Practitioners serving as ad litem or seeking to be appointed by the court […]
Description: During this session the presenter will discuss the 2024 changes and updates to public benefits including: Medicaid update with new numbers and guidelines, VA update with current planning strategies, changes in the law, how Medicaid applications are handled and practical tips. When: Thursday, May 30 @ 1pm to 2pm Speaker: Travis Weaver Fee: Members $25 | Non-Members […]