WHAT EVERY TRUSTEE SHOULD KNOW - TexasBarCLE

WHAT EVERY TRUSTEE SHOULD KNOW

MARY C. BURDETTE, Dallas Calloway Norris Burdette & Weber

State Bar of Texas 25TH ANNUAL ESTATE PLANNING & PROBATE DRAFTING October 9-10, 2014

Dallas CHAPTER 4

MARY C. BURDETTE Calloway, Norris, Burdette & Weber, PLLC

3811 Turtle Creek Boulevard, Suite 400 Dallas, Texas 75219

214-521-1520 214-521-2201 Fax

email:mburdette@

AREAS OF PRACTICE

Probate, Trust and Fiduciary Litigation; Estate Administration; Guardianships, including Contested Guardianships; and Wills and Trusts

EDUCATION

Juris Doctor Degree, cum laude, from Southern Methodist University School of Law 1982; Phi Delta Phi scholastic honorary fraternity; Order of the Coif; Notes and Comments Editor, Southwestern Law Review

Bachelor of Science Degree in Accounting, summa cum laude, from the University of Texas at Dallas 1978

PROFESSIONAL HISTORY

Admitted to the State Bar of Texas by the Supreme Court of Texas, November 1982

Calloway, Norris, Burdette & Weber, PLLC, Partner from 1994 to present

Thompson & Knight, Tax and Estate Section, 1982-1994 (Shareholder from 1987)

Board Certified Estate Planning and Probate Law - Texas Board of Legal Specialization

Board Certified Tax Law - Texas Board of Legal Specialization

Certified Public Accountant

Chair of Probate, Estates & Trust Section, Dallas Bar Association 2003-2004

Council Member, Real Estate Probate & Trust Law Section, State Bar of Texas 2004-2008

Fellow, American College of Trust and Estate Counsel

Member, Texas Board of Legal Specialization Estate Planning and Probate Law Legal Assistant Exam Commission (1999-2004)

Certified by the State Bar of Texas Under Probate Code Section 646 to serve as an Ad Litem in Guardianship Proceedings

Named "Texas Super Lawyer" by Texas Monthly magazine since 2002 Listed in "The Best Lawyers in America" since 2001 Frequent speaker on matters involving probate, trusts, fiduciary law, guardianships and probate litigation. List of speeches/articles is attached. Member, Dallas Bar Association, Probate, Trusts & Estates Section Member, State Bar of Texas, Real Estate, Probate & Trust Law Section AV Rated by Martindale-Hubbell Bar Register of Preeminent Women Lawyers, 2012

MARY C. BURDETTE'S ARTICLES AND SPEECHES

Fiduciary Duties Within Fiduciary Duties, presented at the State Bar of Texas, Advanced Estate Planning and Probate Seminar in 2012.

Handbook for the Fiduciary, Advising and Counseling Trustees, presented at The University of Texas School of Law, Estate Planning, Guardianship and Elder Law Conference in 2012.

Enforcing Beneficiaries' Rights, presented at: ? The Tarrant County Probate Bar Association, Probate Litigation Seminar in 2010 ? The State Bar of Texas, Advanced Estate Planning and Probate Course in 2010. ? The Probate Section of the Collin County Bar Association in 2011.

Keeping Your Plans From Getting Waylaid in Administration, Panel presentation at the State Bar of Texas, Annual Advanced Estate Planning Strategies Course in San Diego, CA in 2011.

What Did You Mean By That? Trust Language and Application by Trustees, presented at the State Bar of Texas, Advanced Estate Planning and Probate Course in 2011.

Handbook for the Fiduciary Advising and Counseling Executors and Trustees, presented at the Texas Society of Certified Public Accountants, Advanced Estate Planning Conference in 2011.

Fiduciary Duties Within Fiduciary Duties: Trusts Owning Stock in a Closely-Held Corporation, presented to the State Bar of Texas, Fiduciary Litigation: Beyond the Basics Seminar in 2011.

Do's and Don'ts for Fiduciaries, presented to the Fort Worth Estate Planning Council in 2009.

Attorney Liability Issues in Estate Planning and Probate, State Bar of Texas Fiduciary Litigation Seminar in 2008.

Death After Divorce, presented at the State Bar of Texas Advanced Estate Planning and Probate Course in 2008.

Handbook for the Fiduciary Advising and Counseling Executors and Trustees, presented at the Texas Bankers Association, Wealth Management and Trust Division, Estate Administration Seminar 2008.

Handbook for the Fiduciary Advising and Counseling Executors and Trustees, Houston Bar Association, Probate, Trusts and Estates Section Wills and Probate Institute - Fundamentals, in 2008.

Executor's Handbook, presented at the Houston Bar Association Probate, Trusts & Estates Section, 2007 Wills and Probate Institute - Fundamentals in 2007.

Fiduciary Issues, Panel presentation at the Advance Estate Planning Strategies Course, State Bar of Texas, in Albuquerque, New Mexico in 2007.

Dealing With the Runaway Executor, Panel presentation with Mike Cenatiempo and Al Golden at the State Bar of Texas, Advanced Estate Planning and Probate Course in 2006.

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