COLLIN COUNTY BAR ASSOCIATION

ESTATE PLANNING/PROBATE SECTION MEETING

JANUARY 10, 11:45 A.M.

Location: Matt's Ranch Martinez (401 Central Expwy S., Allen)

Speaker: Professor Gerry Beyer

Professor Beyer, a nationally and Texas recognized expert in estate planning, joined the faculty in 2005 as the first holder of the prestigious Governor Preston E. Smith Regents Professorship. He teaches, researches, speaks, and publishes in the areas of estate planning, wills and trusts, probate, and property. In recognition of his expertise and contributions to the legal profession, the National Association of Estate Planners & Councils inducted him into the Estate Planning Hall of Fame in 2015. He has received dozens of teaching awards from many law schools throughout his 40-year career including Texas Tech University, Santa Clara University, and St. Mary's University. At Texas Tech, he has been voted Professor of the Year seven times by various groups and has received the Chancellor's Distinguished Teaching Award (the most prestigious University-wide teaching award at Texas Tech), the President's Excellence in Teaching Award, and the 2015 President's Academic Achievement Award. In 2012, he was elected to the Texas Tech University Teaching Academy. Prof. Beyer has authored more than 25 books, 40 law review articles, 35 other significant works and 400 continuing legal education articles.

Topic: Confidentiality Breach or Not: Revealing Information about a Client's Testamentary Documents Post-Mortem

Every day, attorneys and other estate professionals traverse an ethical minefield with regards to their possession of original wills and their copies. For example, the attorney reads in the paper, sees on the Internet, or is told by the client’s accountant, insurance professional, or financial planner that one of the attorney’s former clients has died. The information indicates that the client died intestate. This is news to the attorney and perhaps the client’s other advisors. What should happen? Is the attorney obligated to come forward and present the original if the attorney has the original or a copy to the court? If the attorney doesn’t have to, may the attorney? And may other professionals tell the family that the attorney prepared the will and has the original or a copy? This presentation explores these and similar difficult questions about revealing information about a client’s testamentary documents after death.

RSVP DEADLINE: JANUARY 7, 5:00 PM

It is necessary that you RSVP attendance in order to have sufficient seating and food for the luncheon. The registration deadline is JANUARY 7, 5:00 PM. Please plan to arrive no later than 11:40 am to go through the buffet and be seated by 11:50. WE ENCOURAGE YOU TO RSVP ONLY IF YOU WILL BE ABLE TO ATTEND IN ORDER TO HAVE AN ACCURATE HEAD COUNT FOR FOOD. 

1.0 Credit for CCBA Members

THIS MEETING IS OPEN TO ALL CCBA MEMBERS. 

NOTE: SIGN IN SHEETS WILL NOT BE AVAILABLE AT THE MEETING. THE CLE LINK WILL BE AVAILABLE IMMEDIATELY AFTER REGISTRATION WITH CONFIRMATION. SUBMIT ATTENDANCE WITH THE LINK AFTER THE MEETING (SELF-REPORT). 

WALK-IN IS NOT AN OPTION FOR THIS EVENT