Item: McCulloch & Miller, PLLC
Rating: 5
Author: L.B.

Upcoming Complimentary Workshops and Webinars

Past Events

Workshops by McCulloch & Miller, PLLC • Houston, TX Estate Planning & Elder Law Firm

Attorney-CPA Tom McCulloch hosts monthly elder law workshops that address many key questions about life care planning for aging parents, as well as estate planning for Baby Boomers and their children. This hands-on workshop is ideal for multigenerational families and their advisors. Mr. McCulloch presents a comprehensive program designed to assist your family in learning about options available that may protect hard-earned savings, outline affordable care options, and legal strategies.

The workshops are geared to empower the family with information and options – before a crisis occurs. Seating is limited, please reserve your space by phoning (713) 333-8900.

Past Workshops and Presentations Pitfalls of Texas Probates (And How To Avoid Them) - Free Webinar

Attorney David Miller discusses the pitfalls of the Texas Probate system and how to avoid them in this brief educational webinar.
Wed, October 6, 2021
11:30 AM – 12:00 PM CDT

The Texas Probate Process - Free Webinar

Attorney David Miller discusses the Texas Probate Process in this brief educational webinar.
Wed, September 15, 2021
11:30 AM – 12:00 PM CDT

The Dangers of DIY Estate Planning in Houston

Learn the Do's and Don'ts of Handwritten Wills

Wed, December 16, 2020
11:30 AM CST

Trusts 101 - Free eWebinar For Estate Planning

Wed, July 15, 2020
11:00 AM – 12:00 PM CDT

Avoiding the Long-Term Care Traps in Houston

Wed, June 24, 2020
11:00 AM – 12:00 PM CDT

Money May 20, 2020
Free Estate Plan eWorkshop: 5 Threats to Your Family's Financial Security with COVID-19

"5 Threats to Your Family’s Financial Security"
Wednesday, April 5, 2017
Time:12 noon - 1:15 p.m.

"Smart Aging: Longevity and Care Planning"
Wednesday, March 15, 2017
Time:12 noon - 1:15 p.m.

"Three Easy Steps"
Wednesday, February 22, 2017
Time:12 noon - 1:15 p.m.

Educational Workshops

"Life Care Planning"
Wednesday, February 1, 2017
Time:12 noon - 1:15 p.m.

"Five Threats to Your Family's Financial Security"
Wednesday, January 11, 2017
Time:12 noon - 1:15 p.m.

"Life Care Planning Workshop"
Wednesday, December 14, 2016
Time:12 noon - 1:15 p.m.

"Smart Aging Workshop"
Wednesday, November 30, 2016
Time:12 noon - 1:30 p.m.

"Five Threats to Your Family's Financial Security"
Wednesday, November 2, 2016
Time:12 noon - 1:20 p.m.

"Community Workshop: Smart Aging"
Thursday, October 13, 2016
Time:12 noon - 1:00 p.m.

"Life Care Planning"
Wednesday, October 5, 2016
Time:12 noon - 1:15 p.m.

"Smart Aging: Longevity and Care Planning for Life"
Wednesday, August 24, 2016
Time:12 noon - 1:20 p.m.

"Life Care Planning"
Wednesday, August 3, 2016
Time:12 noon - 1:20 p.m.

"Five Threats to Your Family's Financial Security"
Wednesday, July 13th, 2016
Time:12 noon - 1:20 p.m.

"Smart Aging: Longevity and Care Planning for Life"
Wednesday, June 29, 2016
Time:12 noon - 1:20 p.m.

"Life Care Planning: Legal, Money and Care Issues Facing Elders and Their Families"
Wednesday, June 8, 2016
Time:12 noon - 1:20 p.m.

"Five Threats to Your Family's Financial Security"
Wednesday, May 18, 2016
Time:12 noon - 1:20 p.m.

"Smart Aging: Longevity and Care Planning for Life"
Wednesday, April 27, 2016
Time:12 noon - 1:20 p.m.

"Life Care Planning: Legal, Money and Care Issues Facing Elders and Their Families"
Wednesday, April 6, 2016
Time:12 noon - 1:20 p.m.

"Five Threats to Your Family's Financial Security"
Wednesday, March 16, 2016
Time:12 noon - 1:20 p.m.

"Life Care Planning: Legal, Money and Care Issues Facing Elders and Their Families"
Wednesday, February 3, 2016
Time:12 noon - 1:20 p.m.

"Five Threats to Your Family's Financial Security"
Wednesday, February 24, 2016
Time:12 noon - 1:20 p.m.

Wednesday, January 13, 2016
"Five Threats to Your Family's Financial Security"
Time:12 noon - 1:20 p.m.

2015 Events

Thursday, December 10, 2015
"Life Care Planning: Legal, Money & Care Issues Facing Aging Adults and Their Families"
Time: 12 noon - 1:20 p.m.

Wednesday, November 18, 2015
"Five Threats to Your Family's Financial Security"
Time: 12 p.m. - 1:20 p.m.

Thursday, October 15, 2015
"Life Care Planning: Legal, Money & Care Issues Facing Aging Adults and Their Families"
Time: 12 noon - 1:20 p.m.

Wednesday, September 16, 2015
"Five Threats to Your Family's Security"
Time: 12 noon - 1:20 p.m.

Wednesday, August 12, 2015
"Life Care Planning: Legal, Money & Care Issues Facing Aging Adults and Their Families"
Time: 12 noon - 1:20 p.m.

Wednesday, July 15, 2015
"The Five Threats to Your Family's Security"
Time: 12 noon - 1:20 p.m.

Wednesday, June 17, 2015
"Life Care Planning: Legal, Money & Care Issues"
Time: 12 noon - 1:15 p.m

Wednesday, May 20, 2015
"The Five Threats to Your Family's Security"
Time: 12 noon - 1:20 p.m.

Tuesday, April 28
Closed presentation
"Professional Women's Network of Houston"

Thursday, April 23
Four-Part Educational Series
"Life Care Planning: Legal, Money & Care Issues Facing Elders & Their Families"
Time: 6:30 p.m. - 7:30 p.m.

Wednesday, April 22, 2015
Time: 12 noon – 1:20 p.m.
"Life Care Planning Workshop"

Friday, March 20, 2015
Time: 12 noon - 1 p.m.
"Legal and Financial Preparedness for Dementia"
Alzheimer's Association Lunch and Learn

Wednesday, March 18, 2015
Time: 12 noon - 1:20 p.m.
"The Five Threats to Your Family's Security"

Wednesday, February 18, 2015
Time:12 noon - 1:20 p.m.
"Life Care Planning: Legal, Money and Care Issues Facing Elders and Their Families"

Wednesday, February 11, 2015
Time: 6:30 p.m. - 7:30 p.m.
"Life Care Planning: Legal, Money and Care Issues Facing Elders and Their Families"

Wednesday, January 14, 2015
Time:12 noon - 1:20 p.m.
"Five Threats to Your Family's Security"

2014 Events

Wednesday, December 10, 2014
Time: 12 noon - 1:20 p.m.
"Life Care Planning: Legal, Money and Care Issues Facing Elders and Their Families"

Wednesday, November 19, 2014
Time:12 noon - 1:20 p.m.
"The Five Threats to Your Family's Security"

Wednesday, October 29, 2014
Time: 6 p.m.
"Life Care Planning: Legal, Money and Care Issues Facing Elders and Their Families"

Wednesday, October 15, 2014
Time:12:00 pm
"Life Care Planning: Legal, Money and Care Issues Facing Elders and Their Families"

Thursday, September 30, 2014
Time: 6:45 pm
"Estate Planning and Elder Law: How to Plan for Life's Transitions"

Tuesday, September 23, 2014
Time:6:00 pm
"Educational Inherited IRA Workshop"

Wednesday, September 17
Time: 6 p.m. - 7:20 p.m.
"The Five Threats to Your Family's Security"

Friday, August 22, 2014
Time: 8:30 am
"Estate Planning Legal Issues for an Aging Middle America"
Presenter: Thomas W. McCulloch, JD, CPA

Wednesday, August 20
Time: 6 p.m. - 7:20 p.m.
"Life Care Planning: Legal, Money and Care Issues Facing Elders and Their Families"
Presenter: Thomas W. McCulloch, JD, CPA

Tuesday, July 15
Time: 6 p.m. - 7:20 p.m.
"The 5 Threats to Your Family's Security"
Presenter: Thomas W. McCulloch, JD, CPA

Thursday, May 8
"Houston Executive Business Breakfast Group"
"Estate Planning and Retirement Planning as Part of Your Business Succession Plan"
Private Presentation

Wednesday, May
Time: 6 p.m. - 7:20 p.m.
"The 5 Threats to Your Family's Security"
Presenter: Thomas W. McCulloch, JD, CPA

Tuesday, April 8
Time: 6 p.m. - 7:20 p.m.
"Life Care Planning: Legal, Money and Care Issues Facing Elders and Their Families"
Presenter: Thomas W. McCulloch, JD, CPA

Thursday, March 27, 2014
Private Financial Planners Workshop
"Life Cycles of Business and Buy-Sell Agreements"
Presenter: Thomas W. McCulloch, JD, CPA

Tuesday, March 11, 2014
Time: 6 p.m. - 7:20 p.m.
"The 5 Threats to Your Family's Security"
Presenter: Thomas W. McCulloch

Tuesday, Feb. 11, 2014
Time: 6 p.m. - 7:20 p.m.
"Life Care Planning: Legal, Money and Care Issues Facing Elders and Their Families"
Presenter: Thomas W. McCulloch

Tuesday, Jan 10, 2014
Time: 6 p.m. - 7:20 p.m.
"Life Care Planning: Legal, Money and Care Issues Facing Elders and Their Families"
Presenter: Thomas W. McCulloch

Educational Community Events

Aging Well: Meeting the Challenge Conference 2016
November 3, 2016 to November 5, 2016 - begins at different times; please see link below for more information
Location: DoubleTree by Hilton @ Greenway Plaza
6 E. Greenway Plaza
Houston, TX 77046

Are You Taking Care of Your Company's Future?
A Succession Planning Seminar by Regions Commercial Banking and Private Wealth
Tuesday, Aug. 30, 2016
Time: 11:30 a.m. - 1:30 p.m.
Presenter: Thomas W. McCulloch, JD, CPA as part of panelist
McCormick & Schmick's Houston

Estate Planning for Seniors:
Financial Threats and Avoiding Common Estate Planning Mistakes
12 p.m. - 1 p.m.
Presenter: Thomas W. McCulloch, JD, CPA
Wednesday, Jan. 6, 2016
PrimeWay Federal Credit Union

2015 Events

The Executive Group of Houston
Thursday, Dec. 10, 2015
"No B.S. Marketing to Leading-Edge Boomers & Seniors"
Authors: Dan S. Kennedy & Chip Kessler
Book review led by Thomas W. McCulloch, JD, CPA

Thursday, November 5, 2015
"Legal and Financial Planning for Alzheimer's Disease"
Richmond-Rosenberg Caregiver Support Group
Houston & SE Texas Chapter - Alzheimer's Association

2014 Events

Thursday, August 28, 2014
Time: 10:00 am
Educational Webinar for Professionals on "Clark v. Rameker" (U.S., No. 13-299, June 13, 2014)

Educational Webinars

"Dementia, Cognitive Decline and Incapacity Longevity Planning and Strategies"
Thursday, May 5, 2016
Time: 1 p.m. - 2 p.m.
Presenter: Thomas W. McCulloch, JD, CPA
Private Presentation: AAA-CPA Study Group webinar

2015 Events

Tuesday, February 24, 2015
Time: Private Event
"The Process of Life Care Planning"

Wednesday, January 21, 2015
Time: 10:00 a.m.
"The Process of Life Care Planning"

2014 Events

Wednesday, December 17, 2014
Time: 10:00 a.m.
"The Process of Life Care Planning"

Wednesday, October 8, 2014
Time: 10:00 a.m.
"The Process of Life Care Planning"

★★★★★

"In late February, 2020, I needed to file from out of state for successor Letters Testamentary in Harris County for my father's estate. The attorney I used, Ryan Cook, returned my call promptly, gave me the option of hourly or flat rate fee, explained what would be involved, then let his paralegal and other staff handle most of the contact with me. I worked with Crystal. She was very responsive and tech savvy. As the pandemic hit and communication everywhere was getting difficult and the probate court had limited access, these women continued to stay in touch and help me through the process, with us all working remotely. We were all experiencing a new way of being in the world and all three of them handled it with grace, humanity and efficiency." L.B.

"I would highly recommend this law firm because of their caring and professional staff. Mr. David Miller and Crystal Collins have gone above and beyond to help our family get all our elderly parents legal paperwork up to date. We are extremely appreciative for all they have done for us." A.B.

"I engaged the services of McCulloch & Miller to assist me with the difficult task of navigating Medicaid eligibility requirements for a close family member. I found them to be knowledgeable and thorough. Working with Darby was a pleasure. She took the worry and aggravation of dealing with a government entity off my shoulders. I highly recommend McCulloch and Miller for eldercare issues." B.S.

"We needed assistance with a Medicaid application and McCulloch & Miller were extremely helpful and expedited the paperwork promptly. We also greatly appreciated the professionalism, and caring manner in which Darby handled our case. If you need assistance, we highly recommend this firm!" P.M.

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