Top 10 Things Every Attorney Should Know About Estate Planning

Legal Area:        Estate Planning Probate Trusts Tax Ethics Professional Responsibility
Session END DATE:        09/30/2024
Total CLE Hours:        1.00
Ethics Hrs Included:        0.50
Registration Fee:        $20.00
Information:        ONLY $10

** Available on-demand any time of day and in time increments convenient to you through Session End Date above **

This informative CLE program is a high-level overview of what every attorney needs to know about estate planning. The presentation will also give an overview of basic estate planning strategies, the transfer tax system, proposed legislative changes, and new techniques to use in light of potential changes. This course features streaming video and downloadable audio presentations from a CLE seminar by the Houston Bar Association (HBA) on October 29, 2021.

Some of the subjects for this course include:

  • The History and the State of Estate, Gift, and GST Taxes

  • How to Calculate Estate Tax Liability

  • Types of Estate Plans

  • Trusts for Children

  • When to Use a Revocable Trust

  • How the SECURE ACT Has Changed the Estate Planning Landscape

  • Trust Income Tax

  • Speaker:  Jovana Popovich is a shareholder with the firm of Fizer Beck Webster Bentley & Scroggins. Jovana assists clients in designing and implementing simple to complex estate plans, including the drafting of simple and complex Wills and Trust agreements, as well as drafting, implementation, and reporting of sophisticated estate planning documents and techniques. With respect to estate administration, Jovana assists client with the administration of both taxable and non-taxable estates, including the funding of testamentary trusts. Jovana also assists clients with the preparation and review of Gift Tax Returns and Estate Tax Returns, allocations and elections associated with the Generation-Skipping Transfer Tax and analysis of matters pertaining to Estate, Gift, and GST Taxes.  More information may be found on her firm's website.


    This course is approved for CLE credit by the STATE BAR OF TEXAS (MCLE Provider #8238).  Please check with your State Bar regarding specific accreditation requirements.

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