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    Probate Academy

    • May 08, 2024 - May 10, 2024 Multi-day
    • 07:00 AM - 11:30 AM
    • Moody Gardens Hotel
      7 Hope Blvd.
      Galveston, TX 77554
    • Contact Ashley Royer or Regan Williams at (800) 456‑5974.
    • Contact Us
    Probate Academy

    Speaker: Prof. Gerry Beyer, Governor Preston E. Smith Regents Professor of Law, Texas Tech School of Law | A summary of legislative changes to Estate Planning Law made during the 2023 Texas Legislative Session.

    Speaker: Prof. Gerry Beyer, Governor Preston E. Smith Regents Professor of Law, Texas Tech School of Law | This session will review the recent cases impacting wills, probate, and trust practices.

    Speaker: Hon. Justin Lewis, Hill County Judge | How to determine the difference between legal resources and legal advice along with best practices that will help you avoid ethical issues.

    Speaker: Speakers: Irina Keenan, Holder Reporting & Education, Unclaimed Property Division, Texas Comptroller of Public Accounts and Veronica Mendoza, Program Specialist, Unclaimed Property Division, Texas Comptroller of Public Accounts| The Comptroller's Office will provide instructions on how to escheat registry funds to the State.

    Speaker: Hon. Heidi Easley, Victoria County Clerk | A review of the roles and responsibilities of the Clerk of the Court Registry.

    Speaker: Nanette Forbes, Legislative Consultant - CDCAT Association, TAC | This session will provide a summary of new legislation from the last few sessions relating to the role of the Clerk.

    Speaker: Hon. Julie Smith, Potter County Clerk | Clerks will be encouraged to discuss mental health hot topics that are troubling their counties and ways to provide resources to families in need.

    Speaker: Prof. Gerry Beyer, Governor Preston E. Smith Regents Professor of Law, Texas Tech School of Law| What every probate Judge should know about community property.

    Speaker: Mario Perez, Associate Attorney, J. Cruz & Associates, LLC | This session will provide the fundamentals of a valid will and what the court should consider during a hearing to admit the will to probate and authorize letters testamentary.

    Speaker: Hon. Jerry Simoneaux, County Court at Law Judge, Harris County Probate Court 1 | An overview of the legal responsibilities a Judge has in presiding over probate and guardianship matters and the liability attached

    Speakers: Hon. Stephanie Davis, Comanche County Judge and Hon. Juli Smith, Potter County Clerk | The Chairs of the Probate Advisory Committee will host the game of "Who's Job Is It?" See if you can win!

    Speaker: Dr. Julia Hiner, Program Director - Geriatric Medicine Fellowship, Assistant Professor & Attending Physician, McGovern Medical School UT Health Science Center at Houston | How to identify when a mental health crisis belongs in Guardianship Court and the resources available for families.

    Speaker: Dr. Julia Hiner, Program Director - Geriatric Medicine Fellowship, Assistant Professor & Attending Physician, McGovern Medical School UT Health Science Center at Houston | This session will look at resources available to assist after a Guardianship is ordered.

    Speakers: Deborah Mendez, Assistant Chief Deputy County Clerk of Courts, Travis County and Griselda Velasquez, Probate Division Director, Travis County | A review of the new rules and processes for Clerks when handling fingerprints and background checks.

    Speakers: Hon. Jennifer Martin, Ector County Clerk and Hon. Karren Winter, Archer County Clerk | Members of the Clerks Advisory Committee will review the process and statutory guidelines for transferring cases into and out of your Court.

    Speaker: Prof. Gerry Beyer, Governor Preston E. Smith Regents Professor of Law, Texas Tech School of Law | This session will provide an overview of the laws governing notice and citation in Probate court.

    Speaker: Prof. Gerry Beyer, Governor Preston E. Smith Regents Professor of Law, Texas Tech School of Law | This session will review the impact of artificial intelligence on today's Estate Planner.

    Speakers: Sandra Frizzell Batton, Executive Director, Providers Alliance for Community Services of Texas | Erin Lawler, Chief of System Policy, Texas Council of Centers, Inc. | Carole Smith, Executive Director, Private Providers of Texas | Elizabeth Tucker, Executive Director, Every Child of Texas | This session will provide an overview of what County Judges need to know about IDD, the requirements of Senate Bill 944 regarding commitment orders, Medicaid services and support for people and children with IDD and the role of IDD authorities.

    Speaker: Jeff Miller, Policy Specialist, Disabilities Rights of Texas | This session will provide a review of supported decision making agreements as an alternative to Guardianships and the role County Judges play in identifying when a proposed ward has capacity to enter into one.

    Speaker: Prof. Gerry Beyer, Governor Preston E. Smith Regents Professor of Law, Texas Tech School of Law | Take this opportunity to ask Prof. Beyer questions that weren't covered during the conference. Please submit questions to Stephanie Moreno at stephaniem@county.org so that Prof. Beyer can provide the most up to date information.

    Speaker: Hon. Jerry Simoneaux, County Court at Law Judge, Harris County Probate Court 1 | This session will highlight the mandatory requirements of a least restrictive guardianship and alternatives for people at risk of abuse, neglect, and exploitation.

    Speaker: Hon. Stephanie Moreno, Judicial Program Manager, TAC | This session will provide a review of video resources available for Clerks and Judges in Probate Court.