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Probate, Trusts & Estates Section

Concentrates activities in three areas: 1) providing continuing legal education for members; 2) promoting good working relationships among the probate bar and three Dallas County statutory probate courts; and 3) serving the needs of the public in the area of wills, guardianships, probate matters, and probate court dispute resolution on a pro bono basis.


Probate Practice Manual:

The 2015 legislative session brought substantial changes to the Texas Estates Code, particularly in the area of guardianship.  The Probate, Trusts & Estates Section has incorporated those changes into the Dallas County Probate Practice Manual.  To purchase the 2015 Probate Practice Manual (publication date April 2016), click here.


Meeting Schedule:

This Section meets at NOON at the Belo Mansion on the 4th Tuesday of every month. No meetings are scheduled in June, July, August, or December.  

The program schedule for our 2016-2017 section meetings is as follows:

Section Meeting Dates Speaker & Topic

September 27, 2016

Ramsay H. Slugg, U.S. Trust
Estate Planning With Art & Other Collectibles
MCLE - 1.00

October 25, 2016

Cathy Winter, Sha Eaves, Ron DaLessio, CourtCall, LLC
CourtCall and Its Use In the Probate Courts
MCLE - 1.00

November 22, 2016

W. Cameron McCulloch
Drafting and Enforcing Arbitration Clauses in Wills, Trusts,
and Settlement Agreements

MCLE - 1.00

January 24, 2017

Katherine C. Akinc, Ikard Golden Jones, P.C.
Robert L. Fine, MD, FACP, FAAHPM, Clinical Director,
Office of Clinical Ethics and Pallative Care, Baylor Scott
and White Health
Lisa M. Frenkel, Assoc. General Counsel, Children'sHealth
Medical Powers and Directives: Advising Clients on Real Life Application
MCLE - 1.00

February 28, 2017

Haley Greer, J.D., Chief Master Pooled Trust Officer, 
The Arc of Texas Master Pooled Trust
The Master Pooled Trust & the ABLE Act -
How to Save Money Without Sacrificing SSI Benefits

MCLE - 1.00

March 28, 2017

Hon. Judge Weldon S. Copeland, Jr,, Collin County Probate Court
Hon. Judge Steve M. King, Tarrant County Probate Court #1
Hon. Judge Bonnie Robison, Denton County Probate Court
Panel Discussion: Policies and Procedures of the Collin
County, Tarrant County, and Denton County ProbateCourts

MCLE - 1.00

April 25, 2017

Professor Gerry W. Beyer, Preston E. Smith Regents Professir of Law, Texas Tech University School of Law

Case Law Update

MCLE - 1.00

May 23, 2017

Professor Stanley M. Johanson, James Elkins Centennial Chair in Law, University of Texas Law School

Estate and Gift Tax Update

MCLE - 1.00


Section Support of the Dallas Volunteer Attorney Program


The Dallas Volunteer Attorney Program (DVAP) is requesting DBA Probate, Trust & Estate Section members to volunteer to conduct intake interviews once a month at a Wills Intake Clinic site operated by DVAP and the Dallas Area Agency on Aging. Clinics are usually scheduled the second Wednesday of the month (10 a.m. to 12 noon.). Other Wills Intake Clinics with other groups and organizations are also scheduled throughout the year.***By emailing DVAP with your Name, Address, and Telephone Number, you will be notified by DVAP each time a Wills Intake Clinic is scheduled. Please note that we handle only intake applications at the Wills Intake Clinics; we do not draft the Wills. Your commitment of 1-2 hours sharing your skills and expertise in probate law, or serving as an intake clinic lawyer in general will be greatly appreciated and remembered. Please sign up to help!


The Dallas Volunteer Attorney Program (DVAP) is requesting experienced mentors in Probate, Trusts, & Estate Planning matters to participate in the staffing of probate cases. Every other Monday afternoon usually at around 1:30 p.m., DVAP reviews several probate cases for referral to and placement with a pro bono lawyer. Probate Mentors will hear only probate law cases during the staffing, and may be asked to read a Will or other relevant documents. You will be contacted regarding a date based on the information you provide. ***Please email DVAP with your Name, Telephone Number, and available Mondays (no holidays) by indicating the Month and Day. Your commitment of 1-2 hours sharing your expertise in probate law will be greatly appreciated and remembered. Please sign up to help!


Discount for Section Members - Trust & Estates Magazine

DBA Probate Section members are eligible to receive a discount of over 60% off a 1-year subscription to Trusts & Estates Magazine's published price of $428. The rate will be $159. The 1-year subscription includes 12 monthly issues; two annual supplements of Tax Year in Review and Charitable Giving, access to all the Trusts & Estates website premium content, Estate Planner weekly e-newsletters, as well as up-to-the-minute news and information, plus daily updates on estate planning. To find out more, click here.


Section Officers

Lora G. Davis, Chair
Davis Stephenson, PLLC
100 Crescent Court, Suite 440

Dallas, TX 75201

Michael Duran, Vice Chair
The Duran Firm, PLLC
9400 North Central Expwy, Suite 1630
Dallas, TX 75231

Jeff Wolff, Secretary/Treasurer
Wolff Law, PLLC
2929 Carlisle Street, Ste. 360
Dallas, TX 75204

Shannon G. Guthrie, Program Chair
Stephens-Guthrie, PLLC
8330 Meadow Road, Ste. 216
Dallas, TX 75231

Scott D. Weber, Immediate Past Chair
Calloway, Norris, Burdette & Weber, PLLC
3811 Turtle Creek Blvd., Ste. 400
Dallas, TX 75219

Shonn Brown, DBA Board Advisor
Lynn Pinker Cox & Hurst
2100 Ross Avenue, Ste. 2700
Dallas, TX 75201


Resource Links

Real Estate, Probate & Trust Law Section of the State Bar of Texas

Texas Bar CLE

Professor Beyer Texas Estates Code with 2015 Revisions


Section Membership


If you are interested in becoming a member of the Probate, Trusts & Estates Section, please click here to join online or send a letter of request and the $25.00 membership fee to:
2101 Ross Ave
Dallas TX, 75201
Please note that you must be a member of the Dallas Bar Association to join a section. If you have any questions regarding sections membership, please contact the DBA membership department.

Section Admin-Mass E-mail/Roster

Section Admin-Webpage

For questions regarding Section email/roster/webpage, email Jessica Smith or call 214-220-7477.  


Section Downloads


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