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Probate, Trusts & Estates Section

The 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 2019 Edition of the Probate, Trusts & Estates Section's Dallas County Probate Practice Manual will be available this fall.  To purchase the 2017 Manual, 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.  Missed one of our programs? Find it here: https://onlinecle.dallasbar.org/category/probate-estate-planning

The program schedule for our 2017-2018 section meetings is as follows:

Section Meeting Dates Speaker & Topic
March 26, 2019

 Ray Odom, J.D., CFP,
 Senior Vice President - Director of Wealth Transfer Strategies -   
 Northern Trust
 The Effectiveness and Ethics of Goals Driven Wealth Transfers
 MCLE - 1.00; Ethics .25

April 23, 2019

 Professor Gerry W. Beyer,
 Preston E. Smith Regents Professor of Law
 Texas Tech University School of Law
 Case Law Update
 MCLE - 1.00

May 28, 2019

ANNUAL BUSINESS MEETING

 Professor Stanley M. Johanson,
 James Elkins Centennial Chair in Law
 University of Texas School of Law
 Tax Law Update
 MCLE - 1.00

June
July
August
 No meeting - have a nice summer!
September 24, 2019  ***** TBD *****
October 22, 2019  ***** TBD *****
November 26, 2019  ***** TBD *****
December  No meeting - Happy Holidays!
January 28, 2020  ***** TBD *****
February 25, 2020  ***** TBD *****
March 24, 2020  ***** TBD *****
April 28, 2020  ***** TBD *****
May 26, 2020  ***** TBD *****
June
July
August
 No meeting - have a nice summer!

Section Support of the Dallas Volunteer Attorney Program

WILLS INTAKE CLINIC

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!

PROBATE SECTION MENTORS

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!


 


Section Officers

Jeff Wolff, Chair
Wolff Law, PLLC
2929 Carlisle Street, Ste. 360
Dallas, TX 75204
214-865-6559
jwolff@wolfflawpllc.com

Shannon G. Guthrie, Vice Chair 
Stephens-Guthrie, PLLC
8330 Meadow Road, Ste. 216
Dallas, TX 75231
214-373-7195
shannon@stephensguthrie.com

R. Kevin Spencer, Secretary/Treasurer
Spencer & Johnson, PLLC
500 N. Akard Street, Ste. 2150
Dallas, TX 75201
972-426-9291
kevin@dallasprobate.com

Chad McLain, Program Chair
Jordan Flournoy LLP
10000 N. Central Expressway, Suite 800
Dallas, TX 75231
214-369-0361
cmclain@jfattorneys.com 

Michael Duran, Immediate Past Chair
The Duran Firm, PLLC
9400 North Central Expwy, Suite 1308
Dallas, TX 75231
214-227-6400
michael@duranfirm.com

Hon. Audrey Moorehead, DBA Board Advisor
County Criminal Court No. 3
133 N. Riverfront Blvd, Ste. 3
Dallas, TX 75207
214-653-5620
attorneyaudrey@gmail.com


 

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:
DBA
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

 

Files: 
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