Mickey R. Davis

Events

• Dallas Estate Planning Council: Post Mortem Trust Funding

  • Dallas, Texas
  • May 1, 2008

  This presentation is intended to help the estate planning professional identify marital deduction and credit shelter funding formulas, and the tax and non-tax issues to consider when deciding how to fund those bequests.

• 19th Annual ABA Real Property, Trusts and Estate Law Spring Symposia

  • Washington, D.C.
  • May 1, 2008

• State Bar of Texas Advanced Estate Planning Strategies Course "Income Tax Nuggets Pre and Post-Death"

  • Santa Fe, New Mexico
  • April 3, 2008

• ABA Center for CLE Teleconference: The Morning After: Avoiding Tax Surprises in Trust and Estate Litigation

  • Houston, Texas
  • April 1, 2008
  The time to learn the tax rules is now. How you frame your pleadings or draft your settlement agreement may have unintended tax consequences. Without knowing the tax consequences of litigation for beneficiaries, fiduciaries, and the IRS, you don’t know how much your client actually won or lost.

• TexasBarCLE 9th Annual Building Blocks of Wills, Estates, and Probate Course

  • - Multi-City -
  • January 11, 2008
  VIDEO REPLAY

• TexasBarCLE 9th Annual Building Blocks of Wills, Estates, and Probate Course

  • - Webinar -
  • January 8, 2008

• Texas/Federal Estate & Gift Tax Workshop Seminar

  • San Antonio, Texas
  • November 16, 2007

• Texas/Federal Estate & Gift Tax Workshop Seminar

  • Houston, Texas
  • November 15, 2007

• Texas/Federal Estate & Gift Tax Workshop Seminar

  • Dallas, Texas
  • November 14, 2007

• UT CLE 55th Annual Taxation Conference

  • Austin, Texas
  • November 7, 2007
  UT Law's renowned Taxation Conference includes updates, planning techniques, and a definitive set of written materials.

• 21st Annual Personal Financial Planning Conference

  • Houston, Texas
  • October 30, 2007
  Growing and Protecting Assets:  Critical Issues for Today
  

• ABA Fall Joint Meeting of the Tax Section and Real Property Trust and Estate Law Section

  • Canada
  • September 27, 2007
  Join us and take advantage of the opportunity to meet with the country’s leading attorneys and government officials to discuss the latest federal tax policies, initiatives, regulations, legislative forecasts and planning ideas. In addition, you will have the opportunity to earn valuable CLE and ethics credits and network with Tax and Real Property Section members and government guests.

• Advanced Estate Planning Conference

  • San Antonio, Texas
  • August 23, 2007

• UT CLE 9th Annual Estate Planning, Guardianship and Elder Law Conference

  • Houston, Texas
  • August 9, 2007
  This year’s program offers multiple guardianship and ethics sessions, as well as practical advice on a wide array of topics:  the top ten common client issues; funding marital deduction and bypass trusts; planning options for beneficiary designations; recent wills and trusts cases; Medicaid Estate Recovery Program claims process; Medicare facts and questions; and more. Friday morning features the popular “Ask the Experts” breakfast Q&A.

• The Complete Trust Course

  • San Antonio, Texas
  • June 15, 2007

  This one-day seminar will help you decipher trust based strategies that solve your clients’ estate planning, income tax and asset protection problems. Topic covered will include: The Role of Trusts in State-of-the-Art Estate Planning; Various Trust Strategies for Common Client Problems; Tax Considerations in Designing Trust Terms; Trusts as Qualified Plan Beneficiaries; and  Legislation Impacting Trusts.

• The Complete Trust Course

  • Houston, Texas
  • June 14, 2007

  This one-day seminar will help you decipher trust based strategies that solve your clients’ estate planning, income tax and asset protection problems. Topic covered will include: The Role of Trusts in State-of-the-Art Estate Planning; Various Trust Strategies for Common Client Problems; Tax Considerations in Designing Trust Terms; Trusts as Qualified Plan Beneficiaries; and  Legislation Impacting Trusts.

• The Complete Trust Course

  • Dallas, Texas
  • June 13, 2007

  This one-day seminar will help you decipher trust based strategies that solve your clients’ estate planning, income tax and asset protection problems. Topic covered will include: The Role of Trusts in State-of-the-Art Estate Planning; Various Trust Strategies for Common Client Problems; Tax Considerations in Designing Trust Terms; Trusts as Qualified Plan Beneficiaries; and  Legislation Impacting Trusts.

• TexasBarCLE 13th Annual Advanced Estate Planning Strategies Course

  • Santa Fe, New Mexico
  • April 19, 2007

  The program includes the following topics:

  • People: Estate Planning for the Dysfunctional Family
  • Plan: Sophisticated Situations - How We Analyze Client Goals and Assets to Develop the Right Plan
  • Problems: Fiduciary Issues
  • Protecting Ourselves: Attorney Liability Issues
  • And a special presentation on the outlook for federal estate tax legislation

• Docket Call in Probate Court

  • San Antonio, Texas
  • February 16, 2007

• Houston Business & Estate Planning Council

  • Houston, Texas
  • February 15, 2007

• TexasBarCLE 8th Annual Building Blocks of Wills, Estates and Probate Course

  • Houston, Texas
  • January 19, 2007
  A live studio broadcast in Austin, Dallas, Fort Worth, Houston and San Antonio

• HBA Taxation Section Meeting - Gift Tax Update

  • Houston, Texas
  • January 17, 2007