New Frontiers in Marital Property Law 2014

19th Annual

L IVE – Incline Village, NV October 23-24, 2014 Hyatt Regency Lake Tahoe Resort, Spa & Casino

Get up to date on emerging trends and issues, innovative approaches, and breaking developments with topics on: • Evidence: A Master Class • Advanced Ethical Issues in the Age of Electronic Communication • Challenging Allegations of Mutation • There’s No Business like Family Law Business

COURSE AMENITIES: • Welcome social on Wednesday evening • Continental breakfast and brunch both days • Midday adjournment each day to enjoy Lake Tahoe • Complimentary internet signal in the meeting room • Complimentary parking

Course materials provided as a PDF download and on a USB at no additional cost or receive the PDF download only for a discount!

MCLE CREDIT 9 HOURS (3 ETHICS)

TexasBarCLE presents

19th Annual

New Frontiers

in Marital Property Law Cosponsored by the

Family Law Section of the State Bar of Texas

L IVE – Incline Village, NV October 23-24, 2014 Hyatt Regency Lake Tahoe Resort, Spa & Casino

Wednesday, October 22 6:00 – 7:30 p.m. Join us for a Welcoming Reception Sponsored by the Family Law Section

Thursday, October 23 4.5 hours including 2 hours ethics 7:30

Registration and Continental Breakfast

7:55

Welcoming Remarks Course Directors Sherri A. Evans, Houston KoonsFuller

Heather L. King, Southlake KoonsFuller

8:00

Evidence: A Master Class 2.25 hrs (.5 ethics)

10:45 Advanced Ethical Issues in the Age of Electronic Communication 2.25 hrs (1.5 ethics) Electronic Spying, Prying and Surveillance: Fruit of the Poisonous Tree. Spoliation, penal code violations, privacy violations, exposure of both lawyer and client from a criminal and civil perspective; addressing related procedural & evidentiary issues.

Advanced evidence from start to finish. Beginning with preservation techniques, followed by discussion and demonstration of authentication, admissibility and presentation of electronic, virtual and other complex evidence, as well as related advanced discovery techniques, including forms for written discovery, motions and orders. Demonstrations will also include evidentiary authentication/predicates established via direct and cross-examination, as well as evidentiary challenges on voir dire.

Moderator Hon. Scott A. Beauchamp, Dallas Associate Judge, 301st District Court

Panelists Chris Nickelson, Fort Worth Law Office of Gary L. Nickelson

Barbara D. Nunneley, Hurst Nunneley Family Law Center

G. Thomas Vick, Jr., Weatherford Vick, Carney & Smith

10:15 Break - Brunch served

2

Moderator Warren Cole, Houston The Law Office of Warren Cole

Panelists Lee Cirsch, Los Angeles, CA The Lanier Law Firm

Hon. Judy L. Warne, Houston Judge, 257th District Court

1:00

Adjourn

Friday, October 24 4.5 hours including 1 ethics hour

TWEET

7:30

Continental Breakfast

8:00

Challenging Allegations of Mutation 2.25 hrs (.5 ethics)

#TBCLEnewfront

Investigating, creating and presenting the complex property trace of commingled assets through the effective use of the forensic financial expert, including demonstrations of direct and cross examination.

Moderator Charla H. Bradshaw, Denton KoonsFuller

MCLE CREDIT 9 HOURS (3 ETHICS) MCLE COURSE NO: 901297382 Applies to the College of the State Bar of Texas and the Texas Board of Legal Specialization in Civil Appellate Law, Civil Trial Law and Family Law.

Panelists Frederick S. Adams Jr., Dallas Quilling Sealander Lownds Winslett Moser

Patrice L. Ferguson, Houston Ferguson Camp Poll

Kyle W. Sanders, Houston Gray Reed & McGraw

Randall B. Wilhite, Houston Fullenweider Wilhite

CPA Credit We have registered with the Texas State Board of Public Accountancy as a CPE sponsor. Registration does not constitute an endorsement by the Board as to the quality of our program. The State Bar’s continuing education sponsor I.D. number is 135.

10:15 Break - Brunch served 10:45 There’s No Business like Family Law Business 2.25 hrs (.5 ethics) Interpretation and use of tax returns, profit and loss statements and other entity financial documents, as well as characterization of closely-held business interests, understanding distributions of profit versus liquidating distributions and their potential impact on characterization or reimbursement claims. Unresolved characterization issues related to business entities, dividing of entity assets and related tax implications; Jenson claims and reverse piercing.

Moderator Sherri A. Evans, Houston KoonsFuller

Panelists Becky Beaver, Austin Law Office of Becky Beaver

E. Michelle Bohreer, Houston Bohreer & Zucker

Haran D. Levy, Houston UHY Advisors FLVS, Inc.

1:00

Adjourn

3

Meet the October 9 Deadline and Save $50 because early registrations help us ensure that sufficient course materials, seating, and refreshments are available. Course materials and seating will be reserved for preregistrants until the start of the first topic.

Family Law Section Members Can Save $75 by registering by October 9 (thereafter, save $25). Not a member? To join, e-mail sections@texasbar.com or phone 800-204-2222, x1425. Please do not send Section membership payment with your registration fee.

Earn Discounts by Registering Five or More from your firm or agency. Contact Firm & Group Sales Manager Laura Angle of TexasBarSolutions at 512-250-5575 or laura.angle@texasbar.com.

HALF OFF for Attorneys Licensed 5 Years or Less!

You read that right! See the registration form.

Need Financial Assistance to Attend?

TexasBarCLE offers a limited number of scholarships to attend a live course, video replay, archived online class, or webcast, or to subscribe to our Online Library. To apply or to learn more, call Mon-Fri 8am-5pm CT to Sara at 800-2042222, x1490. Please apply at least four weeks prior to the CLE event.

Active State and Texas-Area Federal Judges, Administrative Law Judges, Hearing Examiners, and Judge’s Staff Attorneys May Attend for a Discount, Provided: (1) the course directly relates to the judge’s tribunal’s jurisdiction, (2) the judge is a full-time judge or retired under the judicial retirement system and (3) space is available for all paying registrants. This privilege does not extend to prosecutors, receivers, trustees, other court staff, or persons serving part-time in a judicial capacity. Actual attendance is required to receive course materials.

Reserve Your Hotel Room

by September 24 Hotel rooms have been blocked at special rates on a space available basis. To make a reservation, contact the hotel and indicate that you will be attending this State Bar of Texas course.

LIVE Incline Village, NV Hyatt Regency Lake Tahoe Resort, Spa & Casino 111 Country Club Drive Incline Village, NV 89451 (775) 832-1234 $189 single or double plus a reduced price resort fee of $15/day* DEADLINE: September 24 Make your reservations online: https://resweb.passkey.com/go/TexasBar2014 The reserved block of rooms could fill up before the deadline. Act now!

RESERVE YOUR ROOM NOW

Parking Information is subject to change and does not guarantee available space. Complimentary parking to all guests.

If You Need Special Accommodations to Attend, please contact us as soon as possible at 800-204-2222, x1748.

Registered But Can’t Attend? Still Earn MCLE Credit and receive course materials by taking the course online later, in which case you’ll automatically be sent the course materials. If you wish a refund instead, mail or fax (512-427-4443) your request so that we receive it at least one business day before the program.

*Resort fee includes: guestroom wi-fi internet access; local calls; 800 access fee; self & valet parking; new fitness center; in-room safe; incoming fax (up to 9 pages); outgoing fax (up to 5 pages); in-room coffeemaker; 24-hour business center; $5.00 casino match play coupon & seasonal fitness classes.

FREE TO OUR REGISTRANTS! Online Videos and Mp3s of the Topics will be available to registrants 6-8 weeks after the course. Provide your e-mail address when preregistering to be notified when and how these benefits may be accessed. (Note: Presentation lengths may vary from that which was advertised.) There’s no extra charge; as a registrant, you’re already entitled!

Policy of Impartiality The State Bar of Texas does not endorse political candidates. When a candidate for public office is included in promotion for or participates in a TexasBarCLE event, the State Bar is not taking a position for or against anyone’s candidacy.

Course Directors Sherri A. Evans................................. Houston Heather L. King............................. Southlake

Family Law Section of the State Bar of Texas Jimmy Vaught....................................... Chair Heather L. King............................Chair-Elect Kathryn J. Murphy.........................Vice Chair Stephen J. Naylor............................ Secretary Cindy V. Tisdale...............................Treasurer Sherri A. Evans..............Immediate Past Chair

TexasBarCLE Planning Team Kandi Botello....................... Program Planner Michelle Townley..... Sr. Program Coordinator

Sandra Molina............... Sr. Written Materials Coordinator Denise Steusloff.................. Meeting Services Coordinator

State Bar of Texas Trey Apffel...................................... President Roger A. Key....................Chair of the Board Allan K. DuBois....................... President-Elect Lisa M. Tatum......... Immediate Past President Rebekah Steely Brooker......... TYLA President Deborah Bullion.......... Chair, CLE Committee Gary Nickelson.. Chair, Board PDP Committee Michelle E. Hunter............. Executive Director Patrick A. Nester...........Director, TexasBarCLE

4

ENTERPRISE CAR RENTAL

Car Rental – Enterprise.com If you would like to rent a car, please use the State Bar of Texas Enterprise Account.

Visit enterprise.com, roll over the Business Rentals tab, then click on Business Rental Reservations. Enter the info below to take advantage of our discounted rates: Business Rental Program#: TXSOT PIN: STA

Online

TexasBarCLE.com credit card only

Phone

Fax

512-427-4443 credit card only

800-204-2222, x1574 during business hours credit card only

REGISTER ONLINE NOW

Lawyers licensed 5 years or less attend for HALF OFF!

Mail

State Bar of Texas LB# 972298 P.O. Box 972298 Dallas, TX 75397-2298 check or credit card

q Licensed 5 years or less, HALF OFF . . . . . $447.50 (No discounts in section 3 may be taken)

q Qualifying judge or judge’s staff attorney $150 (No discounts in section 3 may be taken. See p. 4.)

I’m entitled to 1 or 2 discounts on the Course: q $50 OFF because I’m registering by October 9. (If by mail, date of postmark will be determinative.) $25 OFF because (choose 1 box only) I’m a member of the q Family Law Section q State Bar College q Paralegal Division

Registration includes: • Welcoming social on Wednesday evening • Continental breakfast and brunch both days • Complimentary wireless connection in the meeting room • Complimentary parking

My total is $_____________. I am paying by: q Check (enclosed) payable to the State Bar of Texas for $__________ q AMEX

5090

I want my course materials format to be: q USB as well as a PDF download of same (both formats included in registration fee) q PDF download ONLY so I’ll take $25 OFF

[5090]

q Regular Registrant . . . . . . . . . . . . . . . . . . $895 Take $50 OFF: Register by October 9, 2014

q MasterCard

E-mail Laura Angle at laura.angle@texasbar.com for group discount information.

New Frontiers in Marital Property Law

Incline Village, Nevada LIVE, October 23-24, 2014

q Visa

Registering five or more?

q Discover

PLEASE PRINT LEGIBLY Account No.______________________________ Exp. Date________ Name on card (Please print) _________________________________________________________

For information on audio CDs of course topics, contact our DVD CLE service at 800-204-2222, x1575. Mp3 files of topics will be downloadable from TexasBarCLE.com 6-8 weeks after the course.

QUESTIONS? 800-204-2222, x1574 • 512-427-1574

Signature ________________________________________________________________________ State Bar Membership No. ___ ___ ___ ___ ___ ___ ___ ___ Registrant Name__________________________________________________________________ Firm Name/Court _________________________________________________________________ Address for Bar-Related Mail ________________________________________________________ City/State_____________________________________ Zip________________________________ Phone (

) ___________________________ Fax (

) ______________________________

E-Mail (required for registrant’s PDF download option):__________________________________ A confirmation of your registration will be sent to the e-mail address you provide.

5

JW

o d o t s g n Thi @ Hyatt Regency Lake Tahoe ACTIVITIES PAGE

• Camping Hyatt • Catamaran Cruises • Dinner and a Movie • Family Activities • Fire Pits • Fitness Center • Golf Courses • Grand Lodge Casino • Pool • Resort BROCHURE • Still Water Spa BROCHURE

Area Activities CONCIERGE AVAILABLE

• Biking • Boat Access Dining • Boat Rentals • Charters • Erhman Mansion Walking Tour • Hiking • Historic Shopping • Hot Air Ballooning • Horseback Riding • Kayaking • Lake Cruises • Marinas • Paddle Wheel Cruise • Parasailing • River Rafting • Stand Up Paddleboarding • Street and Mountain Biking • Sierra Nevada Helicopters • Tennis

Day Trip • Driving Distance • Napa • Yosemite National Park • San Francisco • Reno

6

ROUTE MAP

RENO I-80

Operated by: Airport Mini Bus CPCN #2350 Train Depot

2014 Rates:

2 People 3 People 4 People 5 People 6 People 7 People 8 People 9-10 People 11-21 People

One Way Round Trip One Way Round Trip One Way Round Trip One Way Round Trip One Way Round Trip One Way Round Trip One Way Round Trip One Way Round Trip One Way Round Trip One Way Round Trip

$ 45 $ 85 $ 78 $136 $ 83 $146 $ 93 $166 $103 $186 $123 $226 $143 $266 $163 $306 $183 $346 $193 $366

267

89 Northstar

Squaw Valley

California

Alpine Meadows

Carnelian Bay

28 Tahoe City

Granlibakken

Homewood

89 Sugar Pine Point

Truckee Tahoe Airport

Mt. Rose

431 Tahoe Vista

Crystal Bay

Kings Beach

LAKE TAHOE

California Nevada

1 Person

Reno Tahoe International Airport

Truckee

Sugar Bowl

395

Incline Village

Diamond Peak

28

50

Call or visit LakeTahoeTransit.com for rates for additonal passengers, frequent user, local and group rate information.

Tahoe City:

Tahoe City Transit Center, Granlibakken Conference Center Resort, Tahoe City Inn, America’s Best Value Inn, Mother Nature Inn, Pepper Tree Inn, Aviva Inn, Tamarack Lodge, Sunnyside

Alpine Meadows: River Ranch Lodge Squaw Valley:

The Village at Squaw Valley, Squaw Valley Lodge, Plumpjack Squaw Valley Inn, Olympic Village Inn, Christy Inn, Red Wolf Lodge, Tavern Inn, Squaw Valley Academy

Carnelian Bay:

Gar Woods Grill & Pier

Tahoe Vista:

Mourelatos Lakeshore Resort, The Sands, Vistana, Tonopalo, Tahoe Edgelake Beach Club, Holiday House, Cedar Glen Inn, Red Wolf Lodge, Firelight Lodge, Rustic Cottages, Franciscan, Shorehouse Inn, Tahoe Vista Inn

Kings Beach:

Ferrari’s Crown Resort, Sun n’ Sand Motel, Hostel Tahoe

Northstar:

Ritz-Carlton Lake Tahoe, Tahoe Mountain Resorts Lodging, Northstar Resort

Truckee:

Truckee Tahoe Airport, Cedar House Sports Hotel, Truckee Train Depot, Hampton Inn & Suites

Crystal Bay:

Tahoe Biltmore Lodge & Casino

Incline Village:

Hyatt Regency Lake Tahoe, Incline Village Recreation Center, Parkside Inn

24-HOUR ADVANCE RESERVATIONS: (866)216-5222 · northlaketahoeexpress.com 7

Departure times 2014 • reservations requireD 24–Hours in aDvance Year-round service.

Tahoe City Tahoe City Transit Center America’s Best Value Inn Tahoe City Inn Pepper Tree Inn Tamarack Lodge Mother Nature Inn Aviva Inn

Gar Woods Grill & Pier From Reno Airport: 11:00am 4:00pm 11:30pm

Granlibakken Resort From Reno Airport: 11:00am 4:00pm 11:30pm

From Reno Airport: 10:00am 3:00pm 10:00pm To Reno Airport: 5:25am 11:25am 5:55pm

To Reno Airport: 5:15am 11:15am 5:45pm

To Reno Airport: 6:00am 12:00pm 4:30pm

To Reno Airport: 6:10am 12:10pm 4:40pm

Cedar Glenn Lodge Firelite Lodge Franciscan Lakeside Lodge Holiday House Mourelatos Lakeshore Resort Red Wolf Lakeside Lodge Rustic Cottages Shore House Lake Tahoe Tahoe Edgelake Beach Club Tahoe Sands Resort Tahoe Vista Inn Tahoe Vistana Inn Tonopalo Resort

From Reno Airport: 10:00am 3:00pm 10:00pm

Sunnyside Resort

From Reno Airport: 11:00am 4:00pm 11:30pm

Tahoe Vista

Carnelian Bay

West Shore

Alpine Meadows River Ranch Restaurant & Lodge

To Reno Airport: 6:05am 12:05pm 4:35pm

From Reno Airport: 11:am 4:00pm 11:30pm To Reno Airport: 6:15am 12:15pm 4:45pm

Northstar

Christy Inn Olympic Village Inn Plumpjacks Squaw Valley Inn Red Wolf Lodge Squaw Valley Academy Squaw Valley Lodge Tavern Inn Condos Village at Squaw Valley From Reno Airport: 11:00am 4:00pm 11:30pm To Reno Airport: 6:20am 12:20pm 4:50pm

Resort at Squaw Creek From Reno Airport: 11:00am 4:00pm 11:30pm To Reno Airport: 6:25am 12:25pm 4:55pm

Northstar California

Incline Village

From Reno Airport: 11:00am 4:00pm 11:30pm

Hyatt Regency Lake Tahoe

To Reno Airport: 6:50am 12:50pm 5:20pm

Sawmill Heights From Reno Airport: 11:00am 4:00pm 11:30pm

From Reno Airport: 10:00am 3:00pm 10:00pm

Truckee

To Reno Airport: 6:00am 12:00pm 6:30pm

Truckee Tahoe Airport

Incline Village Recreation Center

To Reno Airport: 6:40am 12:40pm 5:10pm

From Reno Airport: 10:00am 3:00pm 10:00pm To Reno Airport: 5:55am 11:55am 6:25pm

Tahoe Mountain Resorts LodgingVillage at Northstar

Kings Beach

From Reno Airport: 11:00am 4:00pm 11:30pm

Ferrari’s Crown Resort Hostel Tahoe Sun ‘N Sand Lodge

To Reno Airport: 6:45am 12:45pm 5:15pm

From Reno Airport: 10:00am 3:00pm 10:00pm

The Ritz-Carlton, Lake Tahoe

To Reno Airport: 5:35am 11:35am 6:05pm

Squaw Valley

Parkside Inn at Incline From Reno Airport: 10:00am 3:00pm 10:00pm To Reno Airport: 5:50am 11:50am 6:20pm

From Reno Airport: 11:00am 4:00pm 11:30pm

From Reno Airport: 11:00am 4:00pm 11:30pm To Reno Airport: 6:55am 12:55pm 5:25pm

Hampton Inn & Suites

From Reno Airport: 11:00am 4:00pm 11:30pm To Reno Airport: 6:55am 12:55pm 5:25pm

Cedar House Sports Hotel From Reno Airport: 11:00am 4:00pm 11:30pm To Reno Airport: 7:00am 1:00pm 5:30pm

To Reno Airport: 6:35am 12:35pm 5:05pm

Crystal Bay

Truckee Train Depot

Tahoe Biltmore Lodge & Casino

From Reno Airport: 11:00am 4:00pm 11:30pm

From Reno Airport: 10:00am 3:00pm 10:pm

To Reno Airport: 7:00am 1:00pm 5:00pm

To Reno Airport: 5:40am 11:40am 6:10pm

24-HOURS ADVANCE RESERVATIONS:

(866)216-5222 · northlaketahoeexpress.com 8