Trusts, Estates & Probate

TX Specific

Texas Trusts 101

Credits Available
Credit Status Total
Texas CLE Approved 6.75 Total
Texas State Bar of Paralegal Division Approved 6.5 Total
OnDemand
6 hours 42 minutes
Evaleen Davis
William Hayes
Rachel Rose
Joseph Collins
With Evaleen M. Davis from Law Office of Evaleen M. Davis + 3 others
Recorded August 18, 2025
Product ID 100524

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Overview

Provide your clients with the full spectrum of wealth preservation options.

When assessing complex information, it often helps to break items into basic building blocks. The same approach can be successful when dealing with asset protection. Be prepared for specific challenges associated with various types of trusts by understanding their unique characteristics. Our intensive full-day primer will provide you with a comprehensive overview of the wide variety of trusts available. Register today!

  • Determine what role the settlor will play by weighing the pros and cons of establishing an irrevocable trust over a revocable trust.
  • Learn what not to do when selecting and drafting a revocable trust to avoid common mistakes.
  • Learn how to choose the most beneficial vehicle for preserving your client's wealth: understand the purpose behind the various types of irrevocable trusts.
  • Explore the powers and duties of personal representatives in irrevocable trusts.
  • Save money on taxes with effective use of defective trusts.
  • Learn why it's important to know when to file the tax return for grantor trusts.
  • Determine whether a client qualifies as a beneficiary of a special needs trust.
  • Don't reinvent the wheel - modify our sample trust documents and use our drafting tips to create airtight trusts.

Abbreviated Agenda

  1. Where to Begin? - An Overview of Trusts
  2. Ethical Considerations
  3. Trusts Used for Tax Reduction
  4. Grantor Trusts
  5. Estate Planning for Individuals with Disabilities
  6. Revocable Living Trusts

Related Topics

Product ID 100524

Credit Details

Credits Available
Credit Status Total
Texas CLE Approved 6.75 Total
Texas State Bar of Paralegal Division Approved 6.5 Total
Select Jurisdiction
CLE
Paralegal

Agenda

All times are shown in

  1. Where to Begin? - An Overview of Trusts

    1. Main Terms Defined
    2. Major Laws Governing Creation and Administration of Trusts
    3. Who Are the Main Parties? Their Duties and Responsibilities to a Trust
    4. Revocable vs. Irrevocable
    5. Determining Your Client's Planning Needs
    6. Reasons for Drafting a Trust
    7. Deciding Which Type of Trust to Use

  2. Ethical Considerations

    1. Who is Your Client?
    2. Confidentiality in Third Party Communications
    3. Assessing The Client's Capacity
    4. Avoiding Fraudulent Transfers

  3. Trusts Used for Tax Reduction

    1. Charitable Remainder Trusts
    2. Qualified Domestic Trusts
    3. Qualified Personal Residence Trusts (QPRTs)
    4. Defective Trusts
    5. Education Trusts for Children and Grandchildren
    6. Generation Skipping Trusts
    7. Funding the Trust

  4. Grantor Trusts

    1. What Grantor Trusts are Used for
    2. Types of Grantor Trusts
    3. Provisions Triggering Grantor Trust Status
    4. Funding the Grantor Trust - Who Is the Grantor?
    5. Drafting Tips and Samples
    6. Taxation Considerations - When to File the Return?
    7. Administrative Power

  5. Estate Planning for Individuals with Disabilities

    1. The Types of Special Needs Trusts and Their Specific Purposes
    2. Who Can Be the Beneficiary
    3. Drafting Tips and Samples

  6. Revocable Living Trusts

    1. Traditional Estate Planning vs. Revocable Trust Planning
    2. Credit Shelter Trusts
    3. Marital Deduction Trusts
    4. Qualified Terminable Interest Trusts (QTIPs)
    5. Funding the Trust
    6. Drafting Tips and Samples
    7. Common Mistakes to Avoid
    8. Tax Consequences

Who Should Attend

This basic level online seminar is designed for the professionals involved in creating, administering, and terminating trusts:

  • Attorneys
  • Accountants and CPAs
  • Trust Officers
  • Financial Planners
  • Tax Professionals
  • Paralegals

Speakers

Evaleen M Davis
Evaleen M.
Davis
Law Office of Evaleen M. Davis
William R Hayes
William R.
Hayes
Hayes & Wilson, PLLC
Rachel V Rose
Rachel V.
Rose
Rachel V. Rose Attorney at Law, PLLC
Joseph Collins
Joseph
Collins
Haynes and Boone, LLP
Speaker bio
Evaleen M Davis

Evaleen M. Davis

Law Office of Evaleen M. Davis
Evaleen Davis

is the principal of the Law Office of Evaleen M. Davis in Plano. She focuses in estate planning, probate and tax planning, including compliance for exempt organizations, as well as asset protection. Ms. Davis is board-certified in estate planning and probate law by the Texas Board of Legal Specialization. She has previously lectured on claims procedures in probate and is a frequent lecturer at the Dallas Police and Fire Pension System Pre-Retirement programs. Ms. Davis earned her B.A. degree from the University of Texas at Arlington and her J.D. degree from Texas Tech University School of Law.

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Speaker bio
William R Hayes

William R. Hayes

Hayes & Wilson, PLLC
William Hayes

is a partner in the law firm of Hayes & Wilson, PLLC. He is a frequent speaker on estate planning, wills and trusts, probate, charitable gifting, disability planning, elder law and Medicaid. Mr. Hayes has served the Houston Bar Association as co-chair of the Elder Law Committee, and chair of the Fee Dispute Committee for which he was honored with the HBA Presidents Award. He is board-certified in estate planning and probate by the Texas Board of Legal Specialization. Mr. Hayes is a member of the State Bar of Texas, Houston Estate and Financial Forum, Houston Business and Estate Planning Council, Attorneys in Tax and Probate, and Disability and Elder Law Attorneys Association. He earned his B.B.A. and J.D. degrees from the Southern Methodist University.

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Speaker bio
Rachel V Rose

Rachel V. Rose

Rachel V. Rose Attorney at Law, PLLC
Rachel Rose

, JD, MBA, successfully advises and represents clients on healthcare, cybersecurity, securities, qui tam compliance, transactional litigation, and government enforcement matters. She is an affiliated member with the Baylor College of Medicine's Center for Medical Ethics and Health Policy, where she teaches bioethics. Ms. Rose is often quoted as an expert. In addition to being extensively published and a sought-after presenter and quoted expert, she holds an M.B.A. degree, with minors in healthcare and entrepreneurship, from Vanderbilt University; and a law degree from Stetson University College of Law, where she graduated with various honors, including the National Scribes Award. Ms. Rose also attained a certificate in negotiation and leadership from Harvard University. She is licensed in Texas, and is a fellow of the Federal Bar Association. Currently, Ms. Rose serves as a director on the FBA's National Board. She is a member of and the immediate past chair of the Federal Bar Association's Government Relations Committee, member of the Advisory Board of the Federal Bar Association's Qui Tam Section, co-editor of the American Health Lawyers Association's Enterprise Risk Management Handbook for Healthcare Entities (2nd Edition), and a co-author of the ABA's books The ABCs of ACOs and What Are International HIPAA Considerations? Ms. Rose is extensively published and presents on a variety of matters related to her practice. She has been named consecutively to the Texas Bar College, National Women Trial Lawyers Association's Top 25, Houstonia Magazine's Top Lawyers (healthcare law), National Trial Lawyers Association's Top 100 and The Nation's Top One Percent. Ms. Rose was awarded 1st Healthcare Compliance's 2019 and 2022 Top Presenter Award. In 2023, she was selected for Super Lawyers (healthcare). 

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Speaker bio
Joseph Collins

Joseph Collins

Haynes and Boone, LLP
Joseph Collins

is an attorney with Haynes and Boone, LLP where his practice focuses on designing and implementing comprehensive estate plans and business succession techniques, while minimizing estate, gift, generation-skipping and income tax consequences; forming and administering family business entities; representing clients in probate matters; developing and implementing plans for protecting clients' privacy; and advising clients on trust and estate administration matters. Mr. Collins earned his B.A. degree from the University of Georgia, his J.D. degree (editor-in-chief, International Trade Law Journal) from South Texas College of Law Houston and his Master of Law in taxation from New York University School of Law. He is admitted to practice in California and Texas.

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Are multiple attendee discounts available?
Yes, the more people you bring from your organization, the more you save. After the first registration, each additional attendee receives a special discount off of their total tuition.
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The OnDemand Video will be available to stream within 14 days of live broadcast date. You will have access to the content for 6 months in your account. If you’re a subscriber, you’ll have access to your course recordings until 7 days after the expiration date of the subscription.
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When you enroll prior to the live event date you will receive access to the live-streaming webinar which will allow you to interact with faculty in real-time. With each course, you will receive access to the content via OnDemand Streaming and the Video Download. Course reference materials are included with each course purchase in a downloadable PDF format.
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