Probate Academy

May 4 - 6, 2022

Moody Gardens Hotel
7 Hope Blvd.
Galveston, TX 77554

Online registration is closed. You may register onsite.

The Probate Academy is designed to meet the educational needs of judges, clerks and other court personnel responsible for setting and disposing of probate and guardianship cases.

For more information, contact Ashley Royer or Regan Frugé at (800) 456-5974.

Moody Gardens Hotel
7 Hope Blvd.
Galveston, TX 77554

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. 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 & Court Personnel Training Fund grant administered by the Texas Court of Criminal Appeals. In accordance with grant guidelines, reimbursement up to $750 per fiscal year may be provided for allowable meals, lodging and transportation.

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 Ashley Royer at (800) 456-5974 or email reimbursements@county.org.

Reimbursement requests must be submitted to TAC within 60 days of the event. Any request 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 a general jurisdiction probate docket.

To encourage open discussion as well as, to facilitate judicial security precautions, ONLY member judges, that session's speaker, and TAC staff are allowed in the meeting rooms during judicial breakout sessions. This would apply, for example, to guests, assistants, spouses, etc. Thank you in advance for your cooperation with this policy.

Registration

Registration is $125.

Registration fees are voluntary and used for expenses that are unallowable or are insufficiently covered by the Judicial & Court Personnel Training Fund grant. These include speaker fees, materials, meals and social activities. Fees collected are deposited in a fund held for county judges' education within the general revenue funds of the Texas Association of Counties.

County Judges Education Advisory Committee

Hon. Don Allred, Chair, Oldham County Judge
Hon. Brett Bray, Blanco County Judge
Hon. Stephanie Davis, Comanche County Judge
Hon. Charlie Falcon, Andrews County Judge
Hon. Woodrow "Woody" Gossom Jr., Wichita County Judge
Hon. Lucy Hebron, Wood 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 (ex officio)
Mr. Nathan Cradduck, Tom Green County Auditor (ex officio)

County Clerks Education Advisory Committee for Probate Academy

Hon. Beth A. Rothermel, Chair, Washington County Clerk
Hon. Shelley Coston, Bell County Clerk
Hon. Heidi Easley, Victoria County Clerk
Hon. Janette Green, Palo Pinto County Clerk
Hon. Donece Gregory, Tyler County Clerk
Hon. Karen McQueen, Brazos County Clerk
Hon. J.C. Perez, III, Jim Wells County Clerk
Hon. Julie Smith, Potter County Clerk
Hon. Karren Winter, Archer County Clerk
Hon. Brent Zitterkopf, Howard County Clerk

Moody Gardens Hotel
7 Hope Blvd.
Galveston, TX 77554
(409) 683-1299

For reservations, call (409) 683-1299 and request a room in the Texas Association of Counties room block. The group rate is $155/night for single/double, and space is limited. Please make your reservation as soon as possible. The deadline to reserve your room at the special rate is April 11, 2022.

Wednesday, May 4
5-6 p.m. Welcome Reception

 

The Probate Academy provides judicial education credit for constitutional county judges, education credit for county clerks and MCLE credit for attorneys.

Continuing Education Type Hours
Judges 16
Clerks 16:15
Attorneys 16

Please email Regan Frugé to cancel your conference registration. You may also fax a notice of cancellation to (512) 477-1324.

Tuesday, May 3
2-5 p.m. Registration Desk Open
Wednesday, May 4
7 a.m.-5 p.m. Registration Desk Open
7-8 a.m. Breakfast Provided
Joint Sessions with Judges and Clerks-Moody Ballroom
8-8:15 a.m. Introductions and Welcome
Hon. Susan M. Redford, Executive Director, TAC
Hon. Don Allred, Judge, Oldham County

Hon. Beth Rothermel, County Clerk, Washington County
Hon. Stephanie Moreno, Judicial Program Manager, TAC
8:15-9:45 a.m. Rules of the Road Tabs
Speakers: Hon. Beth Rothermel, County Clerk Washington County
Hon. Donece Gregory, County Clerk, Tyler County
Hon. Karren Winter, County Clerk, Archer County
9:45-10 a.m. Break
10-10:30 a.m. Kahoot!
Speakers: Hon. Shelley Coston, County Clerk, Bell County
Hon. Karren Winter, County Clerk, Archer County
10:30-10:45 a.m. Break
10:45 a.m.-noon Handbooks for Guardianships & Estates
Speaker: Hon. Jerry Simoneaux, Judge, Harris County Probate Court #1
12-1 p.m. Buffet Lunch
Clerks’ Breakout Sessions-Moody Ballroom
1-2 p.m. Certifications, Fees, Wills for Safekeeping, E-File-Roundtable
Speakers: Hon. Janette Green, County Clerk, Palo Pinto County
Hon. Donece Gregory, County Clerk, Tyler County
Hon. Karen McQueen, County Clerk, Brazos County
Hon. Karren Winter, County Clerk, Archer County
2-2:15 p.m. Break
2:15-2:45 p.m. Escheat: How To, When and Procedures
Speaker: Hon. Janette Green, County Clerk, Palo Pinto County
2:45-3:30 p.m. Notices & Citations
Speakers: Hon. Beth Rothermel, County Clerk, Washington County
Hon. Julie Smith, County Clerk, Potter County
3:30-3:45 p.m. Break
3:45-4:15 p.m. Small Estates
Speaker: Hon. Karen McQueen, County Clerk, Brazos County
4:15 p.m. Recess
Thursday, May 5
7 a.m.-5 p.m. Registration Desk Open
7-8 a.m. Breakfast Provided
Joint Sessions with Judges and Clerks-Moody Ballroom
8-9 a.m. Requirements of a Valid Texas Will
Speaker: Professor Gerry Beyer, Texas Tech University School of Law
9-9:15 a.m. Break
9:15-10:15 a.m. Intestate Succession: Who Gets What and Why?
Speaker: Professor Gerry Beyer, Texas Tech University School of Law
10:15-10:30 a.m. Break
10:30-11:30 a.m. Alternatives to Traditional Probates
Speaker: Professor Gerry Beyer, Texas Tech University School of Law
11:30 a.m.-12 p.m. Q&A with Professor Beyer
Speaker: Professor Gerry Beyer, Texas Tech University School of Law
12-1 p.m. Buffet Lunch
Clerks' Breakout Sessions-Moody Ballroom
1-1:30 p.m. Temporary Administration/Guardianship
Speakers: Hon. Heidi Easley, County Clerk, Victoria County
1:30-2 p.m. Registry
Speakers: Hon. Shelley Coston, County Clerk, Bell County
2-2:15 p.m. Break
2:15-3:15 p.m. Guardianship
Speaker: Mr. Terry Hammond, Probate & Guardianship Attorney, Brazos County Court at Law | Executive Director, Texas Guardianship Association
3:30-4:15 p.m. Transfers In & Out
Speakers: Hon. Donece Gregory, County Clerk, Tyler County
Hon. Brenda McKanna, County Clerk, Moore County
4:15-4:45 p.m. Kahoot!
Moderators: Hon. Shelley Coston, County Clerk, Bell County
Hon. Karren Winter, County Clerk Archer County
4:45 p.m. Recess
Friday, May 6
7 a.m.-noon Registration and Information Desk Open
7-8 a.m. Breakfast Provided
Joint Sessions with Judges and Clerks-Moody Ballroom
8-9:15 a.m. Show Cause Hearings & Status Hearings: Moving Cases Along
Speaker: Hon. Curtis Parrish, Judge, Lubbock County
9:15-9:30 a.m. Break
9:30-10:30 a.m. Pro Se Litigants
Speaker: Hon. Stephanie Moreno, Judicial Program Manager, TAC
10:30-10:45 a.m. Break
10:45-11:45 a.m. Judge & Clerk: The Roles of Each Office
Speakers: Hon. Donece Gregory, County Clerk, Tyler County
Hon. Justin Lewis, Judge, Hill County
Hon. Karen McQueen, County Clerk, Brazos County
Hon. Julie Smith, County Clerk, Potter County
11:45 a.m. Adjourn

*Agenda subject to change

Tuesday, May 3
2-5 p.m. Registration Desk Open
Wednesday, May 4
7 a.m.-5 p.m. Registration Desk Open
7-8 a.m. Breakfast Provided
Joint Sessions with Judges and Clerks-Moody Ballroom
8-8:15 a.m. Introductions and Welcome
Hon. Susan M. Redford, Executive Director, TAC
Hon. Don Allred, Judge, Oldham County
Hon. Beth Rothermel, County Clerk, Washington County
Hon. Stephanie Moreno, Judicial Program Manager, TAC
8:15-9:45 a.m. Rules of the Road Tabs
Speakers: Hon. Beth Rothermel, County Clerk Washington County
Hon. Donece Gregory, County Clerk, Tyler County
Hon. Karren Winter, County Clerk, Archer County
9:45-10 a.m. Break
10-10:30 a.m. Kahoot!
Speakers: Hon. Shelley Coston, County Clerk, Bell County
Hon. Karren Winter, County Clerk, Archer County
10:30-10:45 a.m. Break
10:45 a.m.-noon Handbooks for Guardianships & Estates
Speaker: Hon. Jerry Simoneaux, Judge, Harris County Probate Court #1
12-1 p.m. Buffet Lunch
Judges’ Breakout Sessions-Floral Hall Ballroom
1-2 p.m. Judicial Update: Appellate Court Decisions
Speaker: Professor Gerry Beyer, Texas Tech University School of Law
2-2:15 p.m. Break
2:15-3:15 p.m. Will Interpretation & Construction Issues
Speaker: Professor Gerry Beyer, Texas Tech University School of Law
3:15-3:30 p.m. Break
3:30-4:30 p.m. Handling Requests for Digital Assets, Cryptocurrency and NFT’s
Speaker: Professor Gerry Beyer, Texas Tech University School of Law
4:30 p.m. Recess
Thursday, May 5
7 a.m.-5 p.m. Registration Desk Open
7-8 a.m. Breakfast Provided
Joint Sessions with Judges and Clerks-Moody Ballroom
8-9 a.m. Requirements of a Valid Texas Will
Speaker: Professor Gerry Beyer, Texas Tech University School of Law
9-9:15 a.m. Break
9:15-10:15 a.m. Intestate Succession: Who Gets What and Why?
Speaker: Professor Gerry Beyer, Texas Tech University School of Law
10:15-10:30 a.m. Break
10:30-11:30 a.m. Alternatives to Traditional Probates
Speaker: Professor Gerry Beyer, Texas Tech University School of Law
11:30 a.m.-12 p.m. Q&A with Professor Beyer
Speaker: Professor Gerry Beyer, Texas Tech University School of Law
12-1 p.m. Buffet Lunch
Judges’ Breakout Sessions-Floral Hall Ballroom
1-2 p.m. E-Filing and E-Signing Wills and Orders
Speakers: Ms. Heather Chastun, Deputy Clerk, Montgomery County
Hon. Nate McDonald, Judge, Matagorda County
Hon. Stephanie Wurtz, County Clerk, Matagorda County
2-2:15 p.m. Break
2:15-3:15 p.m. Guardianship Investigator
Speakers: Hon. Brett Bray, Judge, Blanco County
Hon. Dan Hicks, Judge, Scurry County
Hon. Curtis Parrish, Judge, Lubbock County
3:15-3:30 p.m. Break
3:30-4:30 p.m. Roles & Requirements of a Guardian
Speaker: Mr. Jeff Rinard, Director of Enterprise Planning & Regulatory Services, Office of Court Administration
4:30 p.m. Recess
Friday, May 6
7 a.m.-noon Registration and Information Desk Open
7-8 a.m. Breakfast Provided
Joint Sessions with Judges and Clerks-Moody Ballroom
8-9:15 a.m. Show Cause Hearings & Status Hearings: Moving Cases Along
Speaker: Hon. Curtis Parrish, Judge, Lubbock County
9:15-9:30 a.m. Break
9:30-10:30 a.m. Pro Se Litigants
Speaker: Hon. Stephanie Moreno, Judicial Program Manager, TAC
10:30-10:45 a.m. Break
10:45-11:45 a.m. Judge & Clerk: The Roles of Each Office
Speakers: Hon. Donece Gregory, County Clerk, Tyler County
Hon. Justin Lewis, Judge, Hill County
Hon. Karen McQueen, County Clerk, Brazos County
Hon. Julie Smith, County Clerk, Potter County
11:45 a.m. Adjourn

*Agenda subject to change

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