October 26, 2017- Ethical and Practical Considerations in Dealing with Potentially Incapacitated Donors

Ethical and Practical Considerations in Dealing with Potentially Incapacitated Donors

Join us for the PGCH October Monthly Meeting on Thursday, October 26 and hear speakers Honorable Georgia Akers (Ret.) and Aaron Dobbs discuss how non-profit professionals and estate planning attorneys deal with potential donors who might be moving towards incapacity and the various levels of capacity required for estate and gift planning.

Speakers:

Honorable Georgia Akers (Ret.), Attorney, Harold N. May, P.C.
Aaron Dobbs, Shareholder, Roberts Markel Weinberg Butler Hailey, P.C.

Former Associate Judge Georgia Akers is a well-known speaker/author among Texas attorneys that practice in the area of probate, guardianship and elder law. She has written several articles and given several speeches on a variety of topics in these areas of the law.

She was with Harris County Probate Court Number Three from 1999 until February 2016 when she retired. Prior to joining the court, she was in private practice specializing in Probate, Estates and Elder Law. Upon retirement, she returned to private practice and is affiliated with the law offices of Harold “Hap” May where she specializes in probate, estate planning and guardianship. She is also a mediator in these areas and brings a unique judicial perspective to mediations.
She received her BA from Houston Baptist University, an MEd from the University of Houston and her law degree from South Texas College of Law. She is Board Certified in Estate Planning and Probate by the Texas Board of Legal Specialization. She is also an adjunct professor at University of Houston Bates School of Law teaching Administration of Estates and Guardianship.

She and her husband Sam live in the Houston Heights where they have restored an old home. She is a life member of the Houston Rodeo, life member of the 100 Club, life member of the NRA, and life member of the Former Texas Rangers Association. She is a native Houstonian. Her hobbies include gourmet cooking, fishing, and gardening. Foremost, she raises bucking bulls and serves on the Board of Directors of Rider Relief Resources which is a non-profit that provides aid to injured bull riders across the nation.

T. Aaron Dobbs is an attorney and shareholder with Roberts Markel Weinberg Butler Hailey PC.  Aaron leads the firm’s estate planning, probate and trust administration practice.  He is board certified in estate planning and probate law by the Texas Board of Legal Specialization.

Aaron routinely advises clients on the development of estate plans to achieve their post-mortem objectives and to mitigate income and transfer taxes.  Aaron also assists beneficiaries, fiduciaries, creditors, and nonprofit and charitable organizations in all aspects of estate and trust administration, probate, will contests, trust and fiduciary litigation, creditor claims, and guardianship disputes before trial and appellate courts across the state of Texas, and he is admitted to practice before the United States District Court, Southern District of Texas.

A seventh generation Texan, Aaron previously worked as a Legislative Aide to U.S. Senator Kay Bailey Hutchison of Texas and as a Legislative Counsel for the Texas Legislative Council. During his tenure with the Texas Legislature, Aaron was a member of the team of lawyers responsible for drafting the first installment of the new Estates Code, which replaced the Texas Probate Code on January 1, 2014.

Aaron holds a B.S. from Texas A&M University and a J.D. from South Texas College of Law – Houston.