Live Conferences

San Antonio – La Cantera Resort & Spa – Jul 31 - Aug 1, 2025

The Estate Planning, Guardianship and Elder Law Conference presents current developments and practical tips for estate planners and elder law attorneys, offers essential information for guardians ad litem, and provides a must-have set of materials and resources. ​ Are you a TX NAELA Member? Come a day early and attend the 2025 TX NAELA Summer Conference! The Summer Conference is open ONLY to TX NAELA Members.   

San Antonio – La Cantera Resort & Spa – Jul 30, 2025

The Texas Chapter of NAELA will have its annual meeting and conference in conjunction with the UT Law’s Estate Planning, Guardianship and Elder Law Conference at La Cantera Resort & Spa in San Antonio on Wednesday, July 30th. In addition to the annual meeting and award presentations, the conference presents topics and issues regarding various aspects in the area of Elder Law.

San Antonio – La Cantera Resort & Spa – Aug 8-9, 2024

Live Webcast – Aug 8-9, 2024

The Estate Planning, Guardianship and Elder Law Conference presents current developments and practical tips for estate planners and elder law attorneys, offers essential information for guardians ad litem, and provides a must-have set of materials and resources. 2024 Highlights: Medicaid Update and other Hot Topics discusses Medicaid advocacy strategies that are “hot,” either because they are new or because they are underutilized but work well. Hear updates on changes in defending against MERP claims and discuss continuing sticky situations. Test your knowledge of ethics rules in estate planning and probate in Ethics Jeopardy. Estate Planning Best Practices provides practical advice on how to avoid contests and other litigation related to estate planning drafting. Explore guardianship essentials, key issues, and alternatives—for up to 4.25 hours of Guardianship credit – including The Rules of Evidence in Guardianship Proceedings, Alternatives to Guardianship including Support Services, Mental Commitments vs. Guardianships, and Fee Petitions in Guardianship Cases. End each day with a moderated discussion of the day's topics by a panel of experts on Can We Talk? Parts 1 and 2 . Join conference faculty and fellow colleagues at the Thursday Evening Networking Reception. This conference is informative and informal—attendees and faculty are encouraged to bring the family! Are you a TX NAELA Member? Come a day early and attend the 2024 TX NAELA Summer Conference on August 7th! The Summer Conference is open ONLY to TX NAELA Members.  ​TX NAELA Members with a paid 2024 Estate Planning, Guardianship and Elder Law Conference registration will receive a $245 discount on their 2024 NAELA Summer Conference registration! Click here to get the special Member Rate when you jointly register for both conferences. Sponsorship Opportunities Available here.

San Antonio – La Cantera Resort & Spa – Aug 7, 2024

The Texas Chapter of NAELA will have its annual meeting and conference in conjunction with the UT Law’s Estate Planning, Guardianship and Elder Law Conference at La Cantera Resort & Spa in San Antonio on Wednesday, August 7th. In addition to the annual meeting and award presentations, the conference presents topics and issues regarding various aspects in the area of Elder Law. Back This Year!  Are you a Texas NAELA member? Are you just beginning your practice in Medicaid planning? Are you overwhelmed or just not quite sure how to get started? Are you without help in putting the pieces together to work a case? There may be help for you this year at the Texas NAELA Summer Conference. Texas NAELA is offering a Workshop track at the Summer Conference for the first 24 registrants who RSVP  to participate in the Workshop when registering for the Conference. It will be a very hands-on, interactive case study from the initial client call to the possible appeal. Come casual and ready to work! There is a $75 materials fee that will be required to be paid when registering for the Workshop. You must be a member of both national NAELA and the TX NAELA Chapter to attend the summer conference. If you are not a member of NAELA and the TX Chapter of NAELA and would like to become one, please visit us online here for more information. Stay on and attend The University of Texas’ 26th Annual Estate Planning, Guardianship and Elder Law Conference on August 8-9, 2024. TX NAELA Members with a paid 2024 Estate Planning, Guardianship and Elder Law Conference registration will receive a $245 discount on their 2024 NAELA Summer Conference registration!   

STUDIO WEBCAST – Dec 1, 2023

10:00 a.m. to 1:30 p.m. (3.00 hr | 3.00 hr ethics)  Need ethics credit? We’ve got you covered! UT Law CLE’s First Friday Ethics streams live every first Friday of the month, and features some of our best ethics speakers and presentations for a total of 3.00 hrs ethics credit. Fulfill your entire annual ethics requirement in Texas in one day!   This month includes: 10:00 a.m. to 10:45 a.m. (0.75 hr | 0.75 hr ethics) The Grievance Process and Most Common Violations The presentation is intended to provide general information regarding the amendments made to the grievance process in 2018, the proper way to respond to a grievance identifying attorney misconduct, and common problems to avoid in practice. Nicole E. Jackson, Rosenblatt Law Firm - San Antonio, TX   10:55 a.m. to 11:40 a.m. (0.75 hr | 0.75 hr ethics) A Lawyer's Duty in a Democracy Under Attack (Replay) An examination of lawyers' duty to support the Constitution and democratic principles when they are being challenged.  Michael Curry, Attorney-Mediator - Austin, TX 11:50 a.m to 12:50 p.m. (1.00 hr | 1.00 hr ethics) Sign Right Here (Replay) A survey of provisions for your attorney client agreements from “must haves” to “optional” clauses. Claude E. Ducloux, Attorney at Law - Austin, TX 1:00 p.m to 1:30 p.m. (0.50 hr | 0.50 hr ethics) The "Difficult" Clients (Replay) Explore how to define, spot, course correct and terminate “difficult” clients and client relationships. John B. Henry III, Law Office of John B. Henry, III, PLLC - Bellaire, TX   If you cannot watch the entire webcast at its scheduled time, register now and view the recording and eCourse when it is available in “Your Briefcase” after the webcast. Earn CLE credit (in TX and CA) on your time!

Galveston – Moody Gardens – Aug 10-11, 2023

Live Webcast – Aug 10-11, 2023

The Estate Planning, Guardianship and Elder Law Conference presents current developments and practical tips for estate planners and elder law attorneys, offers essential information for guardians ad litem, and provides a must-have set of materials and resources. This conference is informative and informal—attendees and faculty are encouraged to dress “beach casual” and bring the family to enjoy Moody Gardens on Galveston Island! Are you a TX NAELA Member? Come a day early and attend the 2023 TX NAELA Summer Conference on August 9th! The Summer Conference is open ONLY to TX NAELA Members.  TX NAELA Members with a paid 2023 Estate Planning, Guardianship and Elder Law Conference registration can attend the 2023 NAELA Summer Conference for free! Click here to get the special Member Rate when you jointly register for both conferences.

Galveston – Moody Gardens – Aug 9, 2023

Live Webcast – Aug 9, 2023

The Texas Chapter of NAELA will have its annual meeting and conference in conjunction with the UT Law’s Estate Planning, Guardianship and Elder Law Conference Moody Gardens in Galveston on Wednesday, August 9th. In addition to the annual meeting and award presentations, the conference presents topics and issues regarding various aspects in the area of Elder Law. Back This Year!  Are you a Texas NAELA member? Are you just beginning your practice in Medicaid planning? Are you overwhelmed or just not quite sure how to get started? Are you without help in putting the pieces together to work a case? There may be help for you this year at the Texas NAELA Summer Conference. Texas NAELA is offering a Workshop track at the Summer Conference for the first 24 registrants who RSVP  to participate in the Workshop when registering for the Conference. It will be a very hands-on, interactive case study from the initial client call to the possible appeal. Come casual and ready to work! If you are not a member of NAELA and would like to become one, please visit us online here for more information. Stay on and attend The University of Texas’ 25th Annual Estate Planning, Guardianship and Elder Law Conference on August 10-11, 2023.  TX NAELA Members with a paid 2023 Estate Planning, Guardianship and Elder Law Conference registration can attend the 2023 NAELA Summer Conference for free! 

STUDIO WEBCAST – Oct 26, 2022

10:00 a.m. to 3:10 p.m. (4.50 hr | 1.50 hr ethics | 4.50 hr guardianship) Texas Guardianship Essentials (Replay) Gain the basics as well as practical tips and current guidance for attorneys ad litem in the state of Texas, including a must-have set of materials and resources.   Role of the Guardian Hon. Polly Jackson Spencer, Senior Statutory Probate Judge, Retired, San Antonio, TX Role of the Ad Litem Hon. Steve M. King, Senior Statutory Probate Judge, Fort Worth, TX Alternatives to Guardianship including Supports and Services Hon. Jason Cox, Harris County Probate Court #3, Houston, TX Taft Robinson, Disability Rights Texas, Houston, TX The Duty of Investment for Guardians of the Estate John B. Henry III, Law Office of John B. Henry, III, PLLC, Bellaire, TX Temporary Guardianships and Other Emergency Relief in a Guardianship Proceeding Kathleen Tanner Beduze, Jackson Walker LLP, Houston, TX If you cannot watch the entire webcast at its scheduled time, register now and view the recording and eCourse when it is available in “Your Briefcase” after the webcast. Earn CLE credit (in TX and CA) on your time!

Galveston – Moody Gardens – Aug 4-5, 2022

Live Webcast – Aug 4-5, 2022

The Estate Planning, Guardianship and Elder Law Conference presents current developments and practical tips for estate planners and elder law attorneys, offers essential information for guardians ad litem, and provides a must-have set of materials and resources. 2022 highlights include: Hear the latest developments affecting planning and applications for Medicaid to pay for nursing home care and home care in Medicaid Update. Test your knowledge of ethics rules in estate planning and probate in Ethics Jeopardy. Address strategic planning for attorneys who counsel clients and their families seeking practical resolution of small crimes and misdemeanors related to aging, dementia, and/or mental health issues. Review the rules that require attorneys to preserve client confidentiality and the often-overlooked rules that sometimes authorize and even require attorneys to disclose otherwise, confidential information in To Blab or Not to Blab. Explore guardianship essentials, key issues, and alternatives—for up to 4.00 hours of Guardianship credit – including The Duty of Investment for Guardians of the Estate, Alternatives to Guardianship including Support Services, Role of the Guardian, and Role of the Ad Litem. Get answers to your frequently—and sometimes infrequently—asked questions at the popular Ask the Experts panel. Join conference faculty and fellow colleagues at the Thursday Evening Networking Reception. Following the conference, attendees will receive a bonus eSupplement to ensure practitioners can earn their required 15.00/3.00 Texas MCLE hours for the year. This conference is informative and informal—attendees and faculty are encouraged to dress “beach casual” and bring the family to enjoy Moody Gardens on Galveston Island! Are you a TX NAELA Member? Come a day early and attend the 2022 TX NAELA Summer Conference on August 3rd! The Summer Conference is open ONLY to TX NAELA Members.  TX NAELA Members with a paid 2022 Estate Planning, Guardianship and Elder Law Conference registration can attend the 2022 NAELA Summer Conference for free! Click here to get the special Member Rate when you jointly register for both conferences.

Galveston – Moody Gardens – Aug 3, 2022

Live Webcast – Aug 3, 2022

The Texas Chapter of NAELA will have its annual meeting and conference in conjunction with the UT Law’s Estate Planning, Guardianship and Elder Law Conference Moody Gardens in Galveston on Wednesday, August 3rd. In addition to the annual meeting and award presentations, the conference presents topics and issues regarding various aspects in the area of Elder Law. Highlights include: Medical Necessity presents tips and tricks to evaluate clients for medical necessity. MERP: Post-Death Practical tips provides a practical guide for handling Medicaid Estate Recovery Program claims after the death of Medicaid recipient. How to Craft the “Perfect” Power of Attorney: The Never-ending Search examines the pitfalls of powers of attorney and the possible solutions for various family and financial needs. If you are not a member of NAELA and would like to become one, please visit texasnaela.com for more information. Stay on and attend The University of Texas’ 24th Annual Estate Planning, Guardianship and Elder Law Conference on August 4-5, 2022.  TX NAELA Members with a paid 2022 Estate Planning, Guardianship and Elder Law Conference registration can attend the 2022 NAELA Summer Conference for free! 

STUDIO WEBCAST – May 12, 2022

10:30 a.m. to 11:30 a.m. (1.00 hr) Guardianships: Ripped from the Headlines John B. Henry, III, Law Office of John B. Henry, III, PLLC, Bellaire, TX An exploration of the development of the law regarding conservatorships and protective proceedings. This presentation explores lessons learned from recent and famous guardianship/conservatorships in the news with practical considerations for Texas guardianship practitioners.  If you cannot watch the entire webcast at its scheduled time, register now and view the recording and eCourse when it is available in “Your Briefcase” after the webcast. Earn CLE credit (in TX and CA) on your time!

STUDIO WEBCAST – Dec 9, 2021

2:00 p.m. to 3:00 p.m. (1.00 hr) Join Stephanie as she explores how to protect homes from the Medicaid Estate Recovery Program [MERP] through probate proceedings, in addition to understanding the basics of protecting homes from the reach of MERP in the first place. Independent administrations may not always be the best choice, particularly in cases where no statutory waivers apply.  If you cannot watch the entire webcast at its scheduled time, register now and view the recording and eCourse when it is available in “Your Briefcase” after the webcast. Earn CLE credit (in TX and CA) on your time!

Live Webcast – Aug 5-6, 2021

The Estate Planning, Guardianship and Elder Law Conference presents current developments and practical tips for estate planners and elder law attorneys, offers essential information for guardians ad litem, and provides a must-have set of materials and resources. 2021 highlights include: Hear an update on new legislation impacting estate planning, guardianships, trusts and related practice areas.  Insight into Paying for Home Care in the Pandemic and Beyond: Medicaid and VA Benefits. Gain practice tips and discuss forms for the creation of a temporary guardianship and other emergency relief. Explore guardianship essentials, key issues, and alternatives—for up to 4.00 hours of Guardianship credit. Get answers to your frequently—and sometimes infrequently—asked questions at the popular Ask the Experts panel. New This Year – Join us Friday morning for informative breakout discussions on the issues most relevant to your practice. Following the conference, attendees will receive a bonus eSupplement to ensure practitioners can earn their required 15.00/3.00 Texas MCLE hours for the year.

Live Webcast – Aug 4, 2021

The Texas Chapter of NAELA will have its annual meeting and conference in conjunction with the UT Law’s Estate Planning, Guardianship and Elder Law Conference as a live webcast on Wednesday, August 4th. In addition to the annual meeting, the conference presents topics and issues regarding various aspects in the area of Elder Law and will include a virtual social hour. This year’s sessions: Elder Law Forms presents a collection of forms to assist the elder law attorney and client Dismantling Estate Plans in Probate Litigation educates planners on the practical aspects of implementing an estate plan when fiduciaries and beneficiaries go rogue and how to issue spot to avoid their plan from being dismantled in litigation Using Medicaid Complaint Annuities In Your Practice breaks down how Medicaid compliant annuities can help senior clients in your practice Diversity, Equity & Inclusion in the Practice of Law If you are not a member of NAELA and would like to become one, please visit texasnaela.com for more information. Stay on and attend The University of Texas’ 23rd Annual Estate Planning, Guardianship and Elder Law Conference on August 5-6, 2021.  Members can SAVE BIG!  Register for BOTH programs and attend the TX NAELA Summer Conference for free!

Live Webcast – Jul 30-31, 2020

The Estate Planning, Guardianship and Elder Law Conference presents current developments and practical tips for estate planners and elder law attorneys, offers essential information for guardians ad litem, and provides a must-have set of materials and resources.  2020 highlights include: Gain insight into the SECURE Act Hear the latest developments affecting planning and applications for Medicaid to pay for nursing home care and home care, including new COVID-19 policies, in Medicaid Update. Examine an overview of changes and suggested good practices in resolving MERP issues. Review some of the ethical issues created by estate planning for blended families. Explore guardianship essentials, key issues, and alternatives—for up to 4.00 hours of Guardianship credit. Get answers to your frequently—and sometimes infrequently—asked questions at the popular Ask the Experts panel. Earn up to 3.50 hours of legal ethics credit 

Live Webcast – Jul 29, 2020

The Texas Chapter of NAELA will have its annual meeting and conference in conjunction with the UT Law’s Estate Planning, Guardianship and Elder Law Conference at Moody Gardens in Galveston on Wednesday, July 29. In addition to the annual meeting and award presentations, the conference presents topics and issues regarding various aspects in the area of Elder Law.  If you are not a member of NAELA and would like to become one, please visit texasnaela.com for more information. Stay on and attend The University of Texas’ 22nd Annual Estate Planning, Guardianship and Elder Law Conference on July 30-31, 2020.  Members can SAVE BIG!  Register for BOTH programs and attend the TX NAELA Summer Conference for free!

STUDIO WEBCAST – Jul 17, 2020

11:00 a.m. to 12:00 p.m. (1.00 hr) Three expert panelists walk through what you need to be considering in estate planning, tax planning, and charitable giving in light of the coronavirus pandemic. Explore basic estate planning documents, new rules in Texas regarding executing documents, and the recently passed SECURE and CARES Acts. If you cannot watch the entire webcast at its scheduled time, register now and view the recording and eCourse when it is available in “Your Briefcase” after the webcast.  Earn CLE credit (in TX and CA) on your time!

STUDIO WEBCAST – May 15, 2020

12:30 p.m. to 1:30 p.m. (1.00 hr) Three expert panelists walk through what you need to be considering in estate planning, tax planning, and charitable giving in light of the coronavirus pandemic. Explore basic estate planning documents, new rules in Texas regarding executing documents, and the recently passed SECURE and CARES Acts. If you cannot watch the entire webcast at its scheduled time, register now and view the recording and eCourse when it is available in “Your Briefcase” after the webcast.  Earn CLE credit (in TX and CA) on your time!

STUDIO WEBCAST – Oct 18, 2019

1:00 p.m. to 2:00 p.m. (1.00 hr) Join Christina Lesher and Marilyn G. Miller for an overview of Medicaid programs for minors in Texas, including challenges, strategies, and planning opportunities. If you cannot watch the entire webcast at its scheduled time, register now and view the recording and eCourse when it is available in “Your Briefcase” after the webcast.  Earn CLE credit (in TX and CA) on your time!

Galveston – Moody Gardens – Aug 1-2, 2019

The Estate Planning, Guardianship and Elder Law Conference presents current developments and practical tips for estate planners and elder law attorneys, offers essential information for guardians ad litem, and provides a must-have set of materials and resources. ​Review what matters now when drafting a durable power of attorney in Financial Powers of Attorney: Do You Want Fries With That Will?. Hear the latest legislative and agency updates, including a presentation by the Health and Human Services Commission (HHSC). A closer look at investigating allegations of abuse and exploitation; including a bank’s process of reporting fraud, the APS investigation process, and ultimate resolution of and ramifications resulting from exploitation allegations. Explore guardianship essentials, key issues, and alternatives—for up to 4.00 hours of Guardianship credit. Discuss the Medicaid Estate Recovery Program (MERP), its rules, requirements, and exemptions, and hear practical guidance for practitioners facing MERP claims. Get answers to your frequently—and sometimes infrequently—asked questions at the popular Ask the Experts panel. Earn up to 3.00 hours of legal ethics credit. New this year, join conference faculty and fellow colleagues at the Moody Gardens Aquarium for Thursday Evening's Networking Buffet and Reception sponsored by Frost Wealth Advisors. This conference is informative and informal—attendees and faculty are encouraged to dress “beach casual” and bring the family to enjoy Moody Gardens on Galveston Island! Are you a TX NAELA Member?  Come a day early and attend the 2019 TX NAELA Summer Conference on July 31st!  The Summer Conference is open ONLY to TX NAELA Members.  TX NAELA Members can register for BOTH programs and attend their Summer Conference for free! Click here to get the special Member Rate when you jointly register for both conferences.