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8th Annual

Estate Planning, Guardianship and Elder Law Conference

Galveston Aug 10-11, 2006 Moody Gardens
Conference Concluded
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Overview

Practical advice for drafting wills and trusts, solutions for guiding clients through the Medicaid systems, and more.

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Event Schedule

Program is subject to change.
All times are Central Time Zone.

  • Day 1 August 10, 2006
  • Day 2 August 11, 2006
  • Time
    Credit
    Subject
    Speaker
  • Thursday Morning, Aug. 10, 2006
    Presiding Officer:
    H. Clyde Farrell, Attorney at Law - Austin, TX
  • 9:00 am
    0.75 hr
    Rules and Responsibilities for Ad Litems
    Who is your client? To whom do you answer? How hard should you fight? Our speaker has worked for Judge Guy Herman, and as an experienced probate practitioner, he has served many times as an attorney ad litem. He’ll share with us the unwritten “rules of the road,” as well as the black-letter law.

    Craig Hopper, Hopper & Associates, P.C. - Austin, TX

  • 9:45 am
    1.00 hr
    10 Drafting Mistakes You Don’t Want to Make—Wills and Trusts
    Learn to avoid common errors so you won’t have to explain them to your professional liability carrier.

    Bernard E. Jones, Attorney at Law - Houston, TX

  • 11:00 am
    0.50 hr
    Drafting Beneficiary Designations for Retirement Plans
    Use the plan’s form or draft your own? How to reduce the risk of plan rejection of the document and what to do when it happens? Our speaker addresses the practical, nitty-gritty issues as well as tax deferment and benefit protection goals.

    Lewis Douglas Wall III, Bourland, Wall & Wenzel PC - Fort Worth, TX

  • 11:30 am
    0.50 hr
    Trust Planning for Non-Tax Purposes: Using Trusts for Management, Asset Protection & Disability Planning Goals
    Tax avoidance is just one purpose of trusts. Don’t forget they can be critical for asset management, creditor protection, benefit protection and beneficiary guidance.

    Randy Drewett, Attorney at Law - Beaumont, TX

  • Thursday Afternoon, Aug. 10, 2006
    Presiding Officer:
    Renee C. Lovelace, Attorney at Law - Dripping Springs, TX
  • 1:00 pm
    0.75 hr
    Practical Guide to Probate
    A probate judge identifies everyday probate problems and how to avoid them. How to make your client say, “Gee, that wasn’t so bad!”

    Hon. Polly Jackson Spencer, Bexar County Probate Court No. 1 - San Antonio, TX

  • 1:45 pm
    0.50 hr
    Giving the House the Edge: Strategies for Protecting Beneficiaries of Insolvent Estates
    “Insolvent” doesn’t mean “Can’t pay attorneys and fiduciaries.” It means we have more work to do to protect the executor, administrator and beneficiaries. Our speaker shares the “tricks of the trade.”

    C. Boone Schwartzel, Attorney At Law - Houston, TX

  • 2:15 pm
    0.50 hr
    Fiduciary Liability in Guardianship
    Can I get sued for what the ward does? What if the estate runs out of money? Who do you represent, the guardian or the ward? How to give the right answers and protect the guardian.

    Sarah Patel Pacheco, Crain, Caton & James, P.C. - Houston, TX

  • 3:00 pm
    0.50 hr
    Investment Plans in Guardianship Cases
    The new requirement of investment plans means different things in different courts and with different estates. How to determine what to include and how to get it written correctly.

    Hon. Steve M. King, Tarrant County Probate Court One - Fort Worth, TX
    Sarah Patel Pacheco, Crain, Caton & James, P.C. - Houston, TX

  • 3:30 pm
    0.75 hr
    Case Law Update—Wills and Trusts
    What do we really need to know about recent cases to avoid drafting errors and meet our clients’ estate planning goals? A leading Texas scholar and practitioner provides the answers.

    Gerry W. Beyer, Texas Tech University School Of Law - Lubbock, TX

  • 3:45 pm
    0.75 hr
    Creating the Plan to Age in Place
    "If you don’t know where you want to go, you probably aren’t going to get there.” Our speaker demonstrates what can be done when clients make the effort to plan ahead with long-term care insurance, pre-selection of caregivers, solving transportation/driving issues and home modifications. Materials include a checklist of advance planning issues for discussion with the client.

    Renee C. Lovelace, Attorney at Law - Dripping Springs, TX

  • 4:15 pm
    0.50 hr
    Hospice—Can You Avoid a Spenddown?
    Hospice, frequently overlooked and misunderstood, may be a useful tool for avoiding spenddowns and significantly supplementing funding with care, medication and equipment.

    Dale Hicks, Dale Hicks, PLLC - San Antonio, TX

  • Time
    Credit
    Subject
    Speaker
  • Friday Morning, Aug. 11, 2006
    Presiding Officer:
    Hon. Gladys B. Burwell, Galveston County Probate Court - Galveston, TX
  • 8:30 am
    1.00 hr
    Breakfast: Ask the Experts What Do You Do When You Get a Call and the Question Is...
    A panel of seasoned practitioners responds to frequently—and sometimes infrequently—asked questions, including practice, professional, and ethical issues in estate planning, probate, guardianship and elder law.

    Craig Hopper, Hopper & Associates, P.C. - Austin, TX
    Pi-Yi Mayo, Law Office of Pi-Yi Mayo - Baytown, TX
    Marilyn G. Miller, Attorney at Law - Dripping Springs, TX
    Patricia F. Sitchler, Schoenbaum, Curphy & Scanlan, PC - San Antonio, TX

  • 9:45 am
    0.75 hr
    Anatomy of a Typical Medicaid Application
    Privatization and automation bring frustration to clients, opportunities to attorneys: how to fill out the new application form, what documents to file, how to manage (or avoid) the new call center, how to manage key issues and decisions.

    Marilyn G. Miller, Attorney at Law - Dripping Springs, TX

  • 10:30 am
    0.50 hr
    Dealing with the Disaster of the Deficit Reduction Act (DRA) Medicaid Amendments
    The first change in the federal Medicaid law since 1993 bestows on elderly and disabled people a five-year lookback period, a start date based on a hypothetical, and yet another attack on the homestead. How to guide clients through the 21st century Medicaid system.

    Patricia F. Sitchler, Schoenbaum, Curphy & Scanlan, PC - San Antonio, TX

  • 11:15 am
    0.75 hr
    Planning Strategies after the Deficit Reduction Act (DRA) Medicaid Amendments
    For Americans needing long-term care, poverty is no longer a social problem but a national policy goal. Our speaker identifies which planning strategies still work to ease financial suffering of the medically poor and some new ones that have opened up recently.

    H. Clyde Farrell, Attorney at Law - Austin, TX

  • Friday Afternoon, Aug. 11, 2006
    Presiding Officer:
    Hon. Gladys B. Burwell, Galveston County Probate Court - Galveston, TX
  • 12:00 pm
    0.50 hr
    Save My Home! Saving the Home, Farm or Ranch from Medicaid Estate Recovery in Texas
    Medicaid estate recovery is upon us. Our speaker highlights the exceptions, waivers and limitations that can save many clients’ homes.

    Wesley E. Wright, Wright Abshire Attorneys - Bellaire, TX

  • 1:30 pm
    1.25 hrs
    Practical Tools in Guardianship
    An experienced probate judge and a guardianship attorney share tips on efficient handling of investment plans, selling real estate or personal property, setting allowances, getting paid, making gifts, getting bonds, and handling claims and notices to creditors.

    Deborah A. Green, Attorney at Law - Austin, TX
    Hon. Guy Herman, Travis County Probate Court No. 1 - Austin, TX

  • Day 1 August 10, 2006
  • Day 2 August 11, 2006
Download Schedule

Conference Faculty

Gerry W. Beyer

Texas Tech University School Of Law
Lubbock, TX

Randy Drewett

Attorney at Law
Beaumont, TX

H. Clyde Farrell

Attorney at Law
Austin, TX

Deborah A. Green

Attorney at Law
Austin, TX

Hon. Guy Herman

Travis County Probate Court No. 1
Austin, TX

Dale Hicks

Dale Hicks, PLLC
San Antonio, TX

Craig Hopper

Hopper & Associates, P.C.
Austin, TX

Bernard E. Jones

Attorney at Law
Houston, TX

Hon. Steve M. King

Tarrant County Probate Court One
Fort Worth, TX

Renee C. Lovelace

Attorney at Law
Dripping Springs, TX

Pi-Yi Mayo

Law Office of Pi-Yi Mayo
Baytown, TX

Marilyn G. Miller

Attorney at Law
Dripping Springs, TX

Sarah Patel Pacheco

Crain, Caton & James, P.C.
Houston, TX

C. Boone Schwartzel

Attorney At Law
Houston, TX

Patricia F. Sitchler

Schoenbaum, Curphy & Scanlan, PC
San Antonio, TX

Hon. Polly Jackson Spencer

Bexar County Probate Court No. 1
San Antonio, TX

Lewis Douglas Wall III

Bourland, Wall & Wenzel PC
Fort Worth, TX

Wesley E. Wright

Wright Abshire Attorneys
Bellaire, TX

Planning Committee

Michael J Esposito

University Of Texas School Of Law
Austin, TX

H. Clyde Farrell

Attorney at Law
Austin, TX

Craig Hopper

Hopper & Associates, P.C.
Austin, TX

Renee C. Lovelace

Attorney at Law
Dripping Springs, TX

Pi-Yi Mayo

Law Office of Pi-Yi Mayo
Baytown, TX

Marilyn G. Miller

Attorney at Law
Dripping Springs, TX

Patricia F. Sitchler

Schoenbaum, Curphy & Scanlan, PC
San Antonio, TX

Wesley E. Wright

Wright Abshire Attorneys
Bellaire, TX

Credit Info

  • Galveston
MCLE Credit
Toggle view Texas – 11.75 hrs  |  2.50 hrs Ethics
You may claim your credit online in Your Briefcase, and UT Law CLE will report credit on your behalf to the State Bar of Texas. A Certificate of Attendance will be provided in Your Briefcase for your records. The system reports Texas CLE credit every Tuesday. If you are claiming credit in the last week of your birth month, self-report your CLE credit directly to the State Bar of Texas at texasbar.com, using the course number  provided on your certificate of attendance.

Key Dates

Galveston – Aug 10-11, 2006 – Moody Gardens
Conference Concluded
Buy
  • Galveston
Standard Registration
Last day for $395.00 Regular pricing: Aug 2, 2006

$445.00 for registrations received after this time

Last day for cancellation (full refund): Aug 4, 2006

$50 processing fee applied after this date

Last day for cancellation: Aug 7, 2006

Venue

speaker

Moody Gardens

Seven Hope Boulevard
Galveston, TX
888.388.8484 (reservations)

Accommodations

$0.00 good through Feb 21, 2007

Our Sponsors

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