1/9/2024 0 Comments Matthew banks attorneyWhat is a Trust?, EliteAttorneySA magazine, May/June, 2016.Hindsight is 20/20: Getting Families to Spend More Time Planning Ahead, 12 th Annual Changes and Trends Affecting Special Needs Trusts, UT Law CLE, February 5, 2016.When Immigration Issues and SNTs Collide, 14 th Annual Changes and Trends Affecting Special Needs Trusts, UT Law CLE, February 16, 2018.Tax Deadlines and Preparing, Coordinating, and Filing Returns, The Ultimate Guide to Probate, National Business Institute, June 15, 2018.Introduction to Trusts and Types of Trusts, 2018 Texas Trust School, Texas Banker’s Association, Wealth Management and Trust Division, July 16, 2018.Trusts for Real Estate Investors, Alamo Real Estate Investment Association, July 23, 2018.Mock Eviction Trial, Alamo Real Estate Investors Association, San Antonio, March 14, 2019.Inside the Mind of a Trustee: The Importance of Understanding a Trustee’s Perspective, Advanced Estate Planning and Probate, TexasBarCLE, San Antonio, J(co-presented with and written materials prepared by Katherine Akinc).Weird Things Clients Want in Their Documents, 30th Annual Estate Planning & Probate Drafting, TexasBarCLE, Houston, October 25, 2019.Best Practices in Property Management, Alamo Real Estate Investors Association “500 Club”, San Antonio, Novem(co-presented with Sharon Fernandez). ![]() ![]() Trusts Affecting Estate Administration., National Business Institute, San Antonio, November 21, 2019.Financial Segment James Duerr Show: 7 Steps to Financial Success.
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