Programs

Following is a list of past programs presented to MBEC membership. Where indicated by the linked text, full text or program notes are available (membership required to access). Except as noted, all programs are in PDF format.

You may also view a list of all available program notes.

Meeting Date	Speaker/Presentation
May 13, 2008	WILLIAM R. COUSINS III, CPA, JD, LLM (TAXATION) \| Click for Bio MEADOWS, COLLIER, REED, COUSINS & BLAU, L.L.P., ATTORNEYS AT LAW 901 Main Street, Suite 3700, Dallas, Texas 75202 THE NEW IRS: WHAT PRACTITIONERS OUGHT NOT TO DO
March 11, 2008	Norman A. Lofgren, Looper, Reed & McGraw, Dallas, TX Family Limited Partnership Tax Update
February 12, 2008	Recent Developments in New Mexico Probate and Trust Law
January 22, 2008	Robert L. Fine, MD, FACP; Director, Baylor Health Care System Office of Clinical Ethics; Director, Baylor University Medical Center Palliative Care Service Thomas Wm. Mayo, JD; Associate Professor, SMU/Dedman School of Law; Director, Maguire Center for Ethics and Public Responsibility An Introduction to End-of-Life Decisions for Probate and Estate Attorneys
January 8, 2008	GERRY W. BEYER, Governor Preston E. Smith Regents Professor of Law, Texas Tech University School of Law, Lubbock, TX The Basics of Texas Intestate Succession Law
December, 2007	No meeting
May 8, 2007	Josh O. Ungerman, JD, CPA; Meadows, Collier, Reed, Cousins & Blau, LLP, Attorneys at Law; Dallas, TX IRS Issues - Appeal Settlement Guidelines for Family Limited Partnerships
March 13, 2007	Alan K. Davis, JD, CPA; Meadows, Collier, Reed, Cousins & Blau, LLP, Attorneys at Law; Dallas, TX Private Foundations: Sliced Bread or Splitting Headache?
November 13, 2007	Vaughn E. James, Professor of Law. Texas Tech University School of Law, Lubbock, TX Estate Planning With An Alzheimer's Orientation
October 9, 2007	Robert E. Barnhill, III, Attorney, CPA/PFS, CFP®, MBA, Lubbock, Texas Texas Trust Accounting
September 11, 2007	Leslie Kiefer Amann, JD; SVP/Lead Fiduciary Officer, Sentinel Trust Company The UPIAs and the Power to Adjust From the Perspective of a Professional Trustee
February 13, 2007	T. David Cowart, Jenkens & Gilchrist, Dallas, TX EPCRS: A Review
November 14, 2006	GERRY W. BEYER, Governor Preston E. Smith Regents Professor of Law, Texas Tech University School of Law, Lubbock, TX Avoiding the Estate Planning "Blue Screen of Death" - Common Non-Tax Errors and How to Prevent Them
September 12, 2006	Cameron M. Harris, JD, CPA, LLM; Garze & Harris, Ltd, Dallas, TX Estate Plannning Freezing Techniques
May 9, 2006	Polly Jackson Spencer, Judge, Bexar County Probate Court No. 1 Practical Problems in Probate and Guardianship
January 10, 2006	GERRY W. BEYER, Governor Preston E. Smith Regents Professor of Law, Texas Tech University School of Law, Lubbock, TX Fundamentals of Texas Multiple-Party Accounts
September 13, 2005	Bernard E. "Barney" Jones, Attorney at Law, Houston, TX Estate Planning with Life Insurance
May 10, 2005	Bryan Camp, Associate Professor of Law, Texas Tech University IRS Circular 230 and Its Implications for CPAs and Attorneys (Lawyers will get an hour of ethics credit)
April, 2005	No meeting
March 8, 2005	Donna Courville, Attorney at Law, Professor, Texas Tech, Lubbock TX What Estate Planners Need to Know About Guardianships
February 8, 2005	Gerry W. Beyer, Professor of Law, St. Mary's University, One Camino Santa Maria, San Antonio, TX 78228 Planning for Non-Human Beneficiaries
January 11, 2005	NOTE: This is an afternoon seminar that will qualify for 3 hours of CE/CLE and will include lunch Norman A. Lofgren (lead council of the Strangi Case), Looper, Reed & McGraw, Attorneys at Law, Dallas, TX Update on Family Limited Partnerships Robert D. Pulliam, CPA, Pulliam & Cable, 6116 N. Central Expressway, Suite 1000, Dallas, TX 75206 Oil and Gas Issues of the Estate and Surviving Spouse To be announced
December, 2004	No Meeting
November 9, 2004	Marilyn G. Miller, Attorney at Law, JD LLM CELA, P O Box 917, Dripping Springs, TX 78620 Debt and the Elderly
October 12, 2004	David C. Bakutis, Attorney at Law, Bakutis, McCully & Sawyer P.C. 210 West Sixth St, Suite 700, Fort Worth TX 76102 Everything You Wanted to Know About Corpus
September 14, 2004	Robert E. Barnhill, III, Attorney, CPA/CFP, MBA, Professor, Texas Tech, P O Box 2583, Lubbock TX 79408 Trust Accounting Income: What's New For You NOTE: This is a 100 minute presentation, qualifying for 2 CE/CLE hours, Presentation will begin at 11:30 and end at 1:15
May 11, 2004	Brian Camp, Associate Professor of Law, Texas Tech University School of Law Representing clients on matters before the IRS (Anticipate 1 hour CLE or CPE credit)
March 9, 2004	Professor Johnny Rex Buckles, Professor of Law, University of Houston Law School Subchapter J: The Very Basics - income tax of estates and trusts (Anticipate 1 hour CLE or CPE credit)
February 10, 2004	Jim Hartnett, Jr., Attorney, The Hartnett Law Firm, Dallas, TX Discovery Avenues in Trust and Probate Litigation: The Information You Need, Where to Find It, and How to Get It. (Anticipate 1 hour CLE or CPE credit)
January 13, 2004	Annual Seminar, Total of 3 hours CLE or CPE credit Robert M Bolton, JD, LLM, CPA, Meadows, Owens, Collier, Reed, Cousins & Blau, LLP, Dallas, Texas Federal Estate and Gift Tax Planning Involving Oil and Gas Assets Michael A. Dunham, JD, LLM, CPA, Meadows, Owens, Collier, Reed, Cousins & Blau, LLP, Dallas, Texas Current IRS Litigation Developments with FLPs Owning Oil and Gas Interests Leslie Keifer Amman, JD, Senior Vice President and Fiduciary Counsel, Bank of America, N.A., Houston, Texas Personal Trust Administration from Corporate Trustee Perspective
December 9, 2003	David P. Stanusch, Attorney, Oppenheimer, Blend, Harrison & Tate, San Antonio, Texas Agents, Principals, and Durable Powers of Attorney - A Love/Hate Relationship (1 hour CLE or CPE credit)
November 11, 2003	Cameron M. Harris, JD, LLM, CPA, Attorney, Dismuke & Waters, Arlington, Texas Minimum Distribution Rules Planning (1 hour CLE or CPE credit)
October 14, 2003	Christopher J. Oglesby, JD, Manager, Arc of Texas Master Pooled Trust, Austin, Texas The Arc of Texas Master Pooled Trust (1 hour CLE or CPE credit)
September 9, 2003	T. Scott Carter, JD, LLM, Kroney-Miney, Inc., Dallas, Texas Selling the Family Business (1 hour CLE or CPE credit)
May 13, 2003	Brian D. Sherman, Professor of Law, Texas Tech University School of Law Legislative Update (1 hour CLE or CPE credit)
March 18, 2003	Barbara E. Shields, Attorney and Financial Advisor, Diesslin & Associates, Fort Worth, Texas Navigating the Section 529 Plan Maze (1 hour CLE or CPE credit)
February 11, 2003	Steve R. Akers, JD, Managing Director, Bessemer Trust, Dallas, Texas Selection of Trustee: Tax and Non-Tax Factors, Including Grantor or Beneficiary as Trustee (1 hour CLE or CPE credit)
January 14, 2003	Annual Seminar, Total of 3 hours CLE or CPE Credit Marjorie Stephens, Attorney, Dallas, Texas Gifting Strategies Bernard E. Jones, Attorney, David Ridout, Jones & Gerstner LLP The FLP: Marital Property and Ethical Considerations Thomas M. Featherston, Jr., Professor of Law, Baylor University School of Law Premarital and Marital Agreements
November 12, 2002	Robert Don Collier, JD, LLM, Attorney, Meadows, Owens, Collier, Reed, Cousins & Blau, LLP, Dallas, Texas 2002 Estate and Gift Tax Valuation Discount Update (1 hour CLE or CPE credit)
October 8, 2002	Gerry Beyer, Professor of Law, St. Mary's University School of Law Texas Case Law Update (1 hour CLE or CPE credit)
September 10, 2002	Serena Young Ritch, Vice-President, Christian Jussol, Senior Vice President, Sothebys, Dallas, Texas Appraising Art and Antiques: Recent Changes in the Marketplace (no credit)