Probate Academy

May 6 - 8, 2020

Omni Corpus Christi Hotel
900 North Shoreline Blvd.
Corpus Christi, TX 78401

 

As a precaution to limit the spread of COVID-19, the Probate Academy, scheduled for May 6-8 at the Omni Corpus Christi Hotel, has been postponed and will be rescheduled for a future date.

For more information contact Adrienne Bethke at (800) 456-5974.

Sponsored By

The Texas Judicial Academy is a partnership between the Texas Association of Counties and the Texas Tech University School of Law.

Overview

The Probate Academy is a program designed to meet the educational needs of judges, clerks and other court personnel responsible for setting and disposing of probate and guardianship cases. The course will feature two tracks: one for judges, and one for elected clerks and those responsible for daily operations of the probate court. Judges can earn 16 hours of continuing education credit for attending and approval is pending for clerks' hours. The curriculum has been designed to meet the specific needs of each constituency, emphasizing the duties set forth in the Texas Estates Code, and providing opportunities for interactive training and facilitated discussion with other elected officials and county personnel. In addition to in-depth training on core topics, the exchange of practical solutions to common problems is encouraged.

Reimbursement

This program is partially funded by a Judicial and Court Personnel Training Fund Grant administered by the Texas Court of Criminal Appeals. In accordance with the grant guidelines, reimbursement may be provided for grant-allowable meals, lodging and transportation up to $750 per fiscal year.

All travel reservations made through third party vendors (Hotels.com, Expedia.com, Booking.com, etc.) cannot be reimbursed. For more information on reimbursement, please call Michele Mund at (800) 456-5974.

Reimbursements must be submitted to TAC within 60 days of the event.  Any reimbursement received after 60 days will not be reimbursed.

Reimbursement may be provided for county judges and one clerk or clerk personnel (per county).

Who Should Attend

The content of this program is directed to constitutional county judges, elected clerks and court personnel when hearing and deposing of a general jurisdiction probate docket.

County Judges Education Advisory Committee

Hon. Becky Wilbanks, Chair, Cass County Judge
Hon. Mark Allen, Jasper County Judge
Hon. Don Allred, Oldham County Judge
Hon. Brett Bray, Blanco County Judge
Hon. Ronnie J. Gordon, Hartley County Judge
Hon. Woodrow “Woody” Gossom, Jr., Wichita County Judge
Hon. Justin Lewis, Hill County Judge
Hon. Francisco Ponce, Dimmit County Judge
Hon. Byron Ryder, Leon County Judge
Hon. Jimmy Sylvia, Chambers County Judge
Ms. Jamie Baker, Associate Dean and Director of the Law Library, Texas Tech University School of Law Library (ex-officio)
Ms. Alyson Drake, Associate Librarian of Law, Texas Tech University School of Law (ex-officio)

County Clerks Education Advisory Committee for Probate Academy

Hon. Heidi Easley, Victoria County Clerk
Hon. Janette Green, Palo Pinto County Clerk
Hon. Donece Gregory, Tyler County Clerk
Hon. Bena E. Hester, Briscoe County District/County Clerk
Hon. Beth A. Rothermel, Washington County Clerk
Hon. Julie Smith, Potter County Clerk
Hon. Mark Staples, Anderson County Clerk

Registration

Early conference registration is $125 through April 20. After April 20, registration is $150.

Registration fees are voluntary and used for expenses that are unallowable or are insufficiently covered by the Judicial and Court Personnel Training Fund Grant. This includes speaker fees, materials, meals, and social activities. Fees collected are deposited to a fund held for county judge education within the general revenue funds for the Texas Association of Counties.

Omni Corpus Christi Hotel
900 North Shoreline Blvd.
Corpus Christi, TX 78401
(361) 887-1600

For reservations, call (361) 887-1600 and request space in the Texas Association of Counties room block. Single rooms at the prevailing GSA rate are limited so please make your reservation as soon as possible. The deadline for these guaranteed room rates is April 20.

Tuesday, May 5
2-5 p.m. Registration
Wednesday, May 6
7 a.m.-5 p.m. Registration
7-8 a.m. Coffee and Breakfast
8-8:15 a.m. Introductions and Welcome
General Sessions with Judges
8:15-9:15 a.m. Probate Processes: Timelines, Deadlines and Statutes of Limitation
9:15-9:30 a.m. Break
9:30-10:30 a.m. Probate Alternatives: What Are They?
10:30-10:45 a.m. Break
10:45-11:45 a.m. Collaboration: The Judge/Clerk Relationship
11:45 a.m.-1:15 p.m. Lunch on Your Own
Clerks Breakout Sessions
1:15-2:15 p.m. Guardianships and Mental Health: Forms and Fees
2:15-2:30 p.m. Break
2:30-3:30 p.m. Citations and Notices: When and How to Issues
3:30-3:45 p.m. Drop-Off and Safekeeping Wills
3:45-4 p.m. Break
4-5 p.m. Reporting Requirements and Records Retention
5 p.m. Recess
5-6 p.m. Welcome Reception
Thursday, May 7
7-8 a.m. Coffee and Breakfast
General Sessions with Judges
8-9 a.m. Probate Overview: Part 1
9-9:15 a.m. Break
9:15-10:15 a.m. Probate Overview: Part 2
10:15-10:30 a.m. Break
10:30-11:30 a.m. What Every Judge and Clerk Needs to Know About Texas Intestate Succession
11:30 a.m.-1 p.m. Lunch on Your Own
Clerks Breakout Sessions
1-2 p.m. E-Filing and Fees: Changes and Challenges
2-2:15 p.m. Break
2:15-3 p.m. Probate Filings: Initial and Subsequent
3-3:30 p.m. Fees
3:30-3:45 p.m. Break
3:45-4:30 p.m. Registry of the Court: Investments and Accountings
4:30-4:45 p.m. Tabs
4:45-5:45 p.m. Kahoot
5:45 p.m. Recess
Friday, May 8
7-8 a.m. Coffee and Breakfast
General Session with Judges
8-9 a.m. Texas Wills Law: Part 1
9-9:15 a.m. Break
9:15-10:15 a.m. Texas Wills Law: Part 2
10:15-10:30 a.m. Break
10:30-11:30 a.m. Appellate Case Law Updates or How to Avoid Getting Overturned on Appeal
11:30 a.m. Adjourn

*Agenda is subject to change.

Tuesday, May 5
2-5 p.m. Registration
Wednesday, May 6
7 a.m.-5 p.m. Registration
7-8 a.m. Coffee and Breakfast
8-8:15 a.m. Introductions and Welcome
General Sessions with Clerks
8:15-9:15 a.m. Probate Processes: Timelines, Deadlines and Statutes of Limitation
9:15-9:30 a.m. Break
9:30-10:30 a.m. Probate Alternatives: What Are They?
10:30-10:45 a.m. Break
10:45-11:45 a.m. Collaboration: The Judge/Clerk Relationship
11:45 a.m.-1:15 p.m. Lunch on Your Own
Judges Breakout Sessions
1:15-2:15 p.m. Successful Guardianship Proceedings
2:15-2:30 p.m. Break
2:30-3:30 p.m. Alternatives to Guardianships: Support and Services
3:30-3:45 p.m. Break
3:45-4:45 p.m. Best Practices in Guardianships and Case Management
4:45 p.m. Recess
5-6 p.m. Welcome Reception
Thursday, May 7
7-8 a.m. Coffee and Breakfast
General Sessions with Clerks
8-9 a.m. Probate Overview: Part 1
9-9:15 a.m. Break
9:15-10:15 a.m. Probate Overview: Part 2
10:15-10:30 a.m. Break
10:30-11:30 a.m. What Every Judge and Clerk Needs to Know About Texas Intestate Succession
11:30 a.m.-1 p.m. Lunch on Your Own
Judges Breakout Sessions
1-2 p.m. Legislative Update
2-2:15 p.m. Break
2:15-3:15 p.m. Challenging Probate Scenarios
3:15-3:30 p.m. Break
3:30-4:30 p.m. Show Cause Hearings, Contempt, Surcharges and Other Remedies in Probate
4:30-5:30 p.m. Dependent and Independent Administration
5:30 p.m. Recess
Friday, May 8
7-8 a.m. Coffee and Breakfast
General Session with Clerks
8-9 a.m. Texas Wills Law: Part 1
9-9:15 a.m. Break
9:15-10:15 a.m. Texas Wills Law: Part 2
10:15-10:30 a.m. Break
10:30-11:30 a.m. Appellate Case Law Updates or How to Avoid Getting Overturned on Appeal
11:30 a.m. Adjourn

*Agenda is subject to change.

Wednesday, May 6
5:00 p.m. Welcome Reception

*Agenda is subject to change

The Probate Academy provides 16 hours of judicial education credit for constitutional county judges. Application is pending for clerks' education hours. Application is pending with the State Bar of Texas to determine MCLE credit for attorneys.

Continuing Education Type Hours
Judges 16
Clerks Pending
Attorneys Pending

All cancellation and refund requests must be received in writing (fax or email acceptable) on or before April 22 (less $10 administrative fee). Cancellations and refunds after April 22 will be subject to an administrative fee equal to one-half of the registration fee. No refund requests will be honored after May 22.

Please email Adrienne Bethke or send fax to (512) 477-1324 to cancel your conference registration.

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