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Earn up to 4.00 Hours of Guardianship Credit

Approved for 20.00 Hours of Certified Financial Planner (CFP) CE

MAJOR SPONSORS

Encore Trust
Frost Financial Management Group
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13th Annual

Estate Planning, Guardianship and Elder Law Conference

Galveston Aug 11-12, 2011 Moody Gardens
Conference Concluded
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Overview

This program offers practical tips and advice for estate planners and elder law attorneys, essential information for guardian ad litems, and a must-have set of materials and resources.

2011 highlights include Estate Planning and Elder Law Case Law Update, Legislative Update, an overview of Medicare Basics, drafting tips for wills and SNTs, guardianship essentials from Judge Guy Herman and Judge Steve M. King, updates from HHSC, an Ask the Experts panel and more.

The Estate Planning, Guardianship and Elder Law Conference is part of UT Law's Summer Conference Series—both informal and informative. Participants are invited to dress casually and bring the family!

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Event Schedule

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

  • Day 1 August 11, 2011
  • Day 2 August 12, 2011
  • Time
    Credit
    Subject
    Speaker
  • Thursday Morning, Aug. 11, 2011
    Presiding Officer:
    H. Clyde Farrell, Farrell & Pak PLLC - Austin, TX
  • 8:00 am
    Registration Opens
    Includes continental breakfast.

  • 8:50 am
    Welcoming Remarks

  • 9:00 am
    0.75 hr
    Wills and Living Trusts: What’s Best for the Client?
    A discussion of the advantages and problems of using a will or a trust as the primary vehicle for transferring wealth at death.

    Thomas M. Featherston Jr., Baylor University School of Law - Waco, TX
    Jerry Frank Jones, Attorney at Law - Austin, TX

  • 9:45 am
    1.00 hr
    What Every Estate Planner Needs to Know about SNTs
    An overview of first-party and third-party special needs trusts and how to integrate SNTs into the client's estate plan, including the "red flags" of self-settled SNT representation.

    Randy Drewett, Attorney at Law - Beaumont, TX
    Patricia F. Sitchler, Schoenbaum, Curphy & Scanlan, P.C. - San Antonio, TX

  • 10:45 am
    Break

  • 11:00 am
    0.75 hr
    0.50 hr ethics
    0.75 hr guardianship
    The Role of the Guardian
    This session examines the duties and responsibilities of a guardian under Texas law and guardian administration from initiation to closing, including the code requirements of selling and leasing property, as well as ethical issues.

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

  • Thursday Afternoon, Aug. 11, 2011
    Presiding Officer:
    Nancy Sosa, Encore Trust - Austin, TX
  • Luncheon Presentation

  • 11:45 am
    Pick Up Lunch
    Included in conference registration fee.

  • 12:00 pm
    0.75 hr
    Estate Planning and Elder Law Case Law Update
    What do you really need to know about recent cases to avoid errors and meet your client's estate planning goals?

    Rebecca C. Morgan, Stetson University College of Law - Gulfport, FL

  • 12:45 pm
    Break

  • 1:00 pm
    0.75 hr
    0.25 hr ethics
    Recent Developments in Multi-Party Accounts and Non-Probate Assets
    The hits (and misses) keep on coming, including Holmes v. Beatty, 2011 legislative actions, problems with accounts at out-of-state institutions, the effect of divorce on survivorship accounts, and ethical issues facing agents, guardians and their attorneys.

    Glenn M. Karisch, The Karisch Law Firm, PLLC - Austin, TX

  • 1:45 pm
    0.75 hr
    Protecting Homes, Farms and Ranches, and Other Businesses under the Medicaid Rules
    Recent changes in the federal Medicaid law and state policies have reduced the protection of homes of Medicaid applicants. Although farms, ranches and other businesses can sometimes be protected as "business property," that depends on application of Medicaid policies that have never been clearly articulated in rules.  The new Medicaid Estate Recovery Program must also be dealt with. This session covers all of these issues.

    H. Clyde Farrell, Farrell & Pak PLLC - Austin, TX
    Bliss Burdett Pak, Farrell & Pak PLLC - Austin, TX

  • 2:30 pm
    0.50 hr
    Medicaid and VA Eligibility and Blended Families
    Estate planning for blended families is challenging and can become even more complex when done in the context of public benefits planning. This presentation highlights the uses of Medicaid and VA benefits, issues that arise when working with blended families, and options the planning attorney will want to consider.

    Amanda Marguerite Gyeszly, Fizer Beck Webster Bentley & Scroggins - Houston, TX
    Wesley E. Wright, Wright Abshire, Attorneys - Bellaire, TX

  • 3:00 pm
    Break

  • 3:15 pm
    0.75 hr
    0.50 hr ethics
    0.75 hr guardianship
    The Role of the Attorney Ad Litem
    An overview of the responsibilities of the attorney ad litem and guardian ad litem with an emphasis on practical application of the statutes. The materials include numerous checklists, comprehensive references and forms.

    Hon. Steve M. King, Tarrant County Probate Court #1 - Fort Worth, TX

  • 4:00 pm
    0.50 hr
    0.25 hr guardianship
    Border Violence and Its Impact on Guardianship and Probate Practice
    Three border county probate judges discuss the growing probate and guardianship administration issues arising from the increased violence on the Mexican border (and practical solutions to such issues), including a basic overview of the income, estate and gift tax considerations of nonresident individuals.

    Moderator:
    A. M. Nunley III, A. M. NUNLEY III - Midland, TX
    Panelists:
    Hon. Patricia Chew, El Paso County Probate Court #1 - El Paso, TX
    Panelists:
    Hon. Eduardo A. Gamboa, El Paso County Probate Court #2 - El Paso, TX
    Panelists:
    Hon. Homero Garza, Hidalgo County Probate Court - Edinburg, TX

  • 4:30 pm
    0.75 hr
    View from the HHSC
    Officials from the Texas Health and Human Services Commission (HHSC) discuss current issues in long-term care Medicaid eligibility.

    Moderator:
    Patricia F. Sitchler, Schoenbaum, Curphy & Scanlan, P.C. - San Antonio, TX
    Panelists:
    Janice Kathleen Anderson, Texas Health and Human Services Commission (HHSC) - Austin, TX
    Panelists:
    Beverly Luna, Texas Health and Human Services Commission (HHSC) - Austin, TX

  • 5:15 pm
    Adjourn to Reception
    Sponsored by Encore Trust

  • Time
    Credit
    Subject
    Speaker
  • Friday Morning, Aug. 12, 2011
    Presiding Officer:
    Hon. Gladys B. Burwell, Senior Statutory Probate Judge - Friendswood, TX
  • 7:45 am
    Conference Room Opens
    Includes continental breakfast.

  • 8:30 am
    1.00 hr
    0.25 hr ethics
    0.25 hr guardianship
     Ask the Experts
    A panel of seasoned practitioners respond to frequently—and sometimes infrequently—asked questions, including practice, professional and ethical issues in estate planning, probate, guardianship and elder law.

    Moderator:
    Marilyn G. Miller, Attorney at Law - Dripping Springs, TX
    Panelists:
    Randy Drewett, Attorney at Law - Beaumont, TX
    Panelists:
    Deborah A. Green, Attorney at Law - Austin, TX
    Panelists:
    Pi-Yi Mayo, Law Office of Pi-Yi Mayo - Baytown, TX
    Panelists:
    Wesley E. Wright, Wright Abshire, Attorneys - Bellaire, TX

  • 9:30 am
    1.00 hr
    Medicare Basics
    This session provides an overview of Medicare eligibility, coverage and appeals of denials and terminations of services for Medicare beneficiaries. The presentation begins with a short "Medicare Quiz" and follows up with a discussion of Medicare basics covering general information about Medicare under Parts A, B, C and D.

    Alfred J. Chiplin Jr., Center for Medicare Advocacy, Inc. - Washington, DC

  • 10:30 am
    Break

  • 10:45 am
    0.50 hr
    Levels of Care
    An overview of where clients can receive care including (but not limited to) the home, assisted living and nursing home care, plus a look at available payment options.

    Christina Lesher, Attorney at Law - Houston, TX

  • 11:15 am
    0.50 hr
    Planning for Veterans: What Trusts Can You and Should You Use?
    Planning for veterans is different than estate planning and medical planning. Learn to avoid the landmines by using the right tools for the job.

    Victoria L. Collier, Collier & St. Clair, LLP - Decatur, GA

  • 11:45 am
    0.50 hr
    The Gift and Estate Taxes: Where Are We Now?
    2010 brought many challenges in planning and advising clients on gift and estate tax issues. This presentation provides an overview of the Tax Reform Act of 2010 and a look ahead for planning in 2011-2012.

    Tina R. Green, Capshaw Green, PLLC - Texarkana, TX

  • Friday Afternoon, Aug. 12, 2011
    Presiding Officer:
    Hon. Gladys B. Burwell, Senior Statutory Probate Judge - Friendswood, TX
  • Luncheon Presentation

  • 12:15 pm
    Pick Up Lunch
    Included in conference registration fee.

  • 12:35 pm
    0.75 hr
    2011 Texas Probate and Trust Legislative Update
    An overview of Texas statutory changes affecting probate, guardianships, trusts, powers of attorney and other areas of interest to estate and probate practitioners.

    William D. Pargaman, Brown McCarroll, L.L.P. - Austin, TX

  • 1:20 pm
    Break

  • 1:35 pm
    0.50 hr ethics
    0.50 hr guardianship
    To Apply for Guardianship or Not: Where Is the Edge?
    A discussion of the practical and legal advantages, as well as the limitations, of a guardianship proceeding.

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

  • 2:05 pm
    0.50 hr
    0.50 hr guardianship
    Alternatives to Guardianship
    A look at some less restrictive (and less expensive) alternatives to guardianships of the person and estate, and the requisite mental capacities for establishing them.

    Hon. Guy Herman, Travis County Probate Court #1 - Austin, TX

  • 2:35 pm
    0.50 hr
    0.25 hr guardianship
    Community Property Administration for an Incapacitated Spouse: Nuts-and-Bolts of Using Section 883
    Section 883 can be a useful tool in carrying out a Medicaid plan. This nuts-and-bolts topic includes a case study and the necessary forms to obtain court appointment of a community property administrator.

    Pi-Yi Mayo, Law Office of Pi-Yi Mayo - Baytown, TX
    Bryn Anne Poland, Law Office of Pi-Yi Mayo - Baytown, TX

  • 3:05 pm
    0.00 hr ethics
    Online Course Guardianship Affidavit

  • 3:05 pm
    0.75 hr ethics
    0.75 hr guardianship
    Mental Health and Substance Abuse Issues in Guardianship
    A discussion of mental health and substance abuse commitment processes and their use in lieu of guardianships.

    Hon. Guy Herman, Travis County Probate Court #1 - Austin, TX

  • 3:50 pm
    Adjourn

  • Day 1 August 11, 2011
  • Day 2 August 12, 2011
Download Schedule

Conference Faculty

Janice Kathleen Anderson

Texas Health and Human Services Commission (HHSC)
Austin, TX

Hon. Patricia Chew

El Paso County Probate Court #1
El Paso, TX

Alfred J. Chiplin Jr.

Center for Medicare Advocacy, Inc.
Washington, DC

Victoria L. Collier

Collier & St. Clair, LLP
Decatur, GA

Randy Drewett

Attorney at Law
Beaumont, TX

H. Clyde Farrell

Farrell & Pak PLLC
Austin, TX

Thomas M. Featherston Jr.

Baylor University School of Law
Waco, TX

Hon. Eduardo A. Gamboa

El Paso County Probate Court #2
El Paso, TX

Hon. Homero Garza

Hidalgo County Probate Court
Edinburg, TX

Deborah A. Green

Attorney at Law
Austin, TX

Tina R. Green

Capshaw Green, PLLC
Texarkana, TX

Amanda Marguerite Gyeszly

Fizer Beck Webster Bentley & Scroggins
Houston, TX

Hon. Guy Herman

Travis County Probate Court #1
Austin, TX

Craig Hopper

Hopper & Associates, P.C.
Austin, TX

Jerry Frank Jones

Attorney at Law
Austin, TX

Glenn M. Karisch

The Karisch Law Firm, PLLC
Austin, TX

Hon. Steve M. King

Tarrant County Probate Court #1
Fort Worth, TX

Christina Lesher

Attorney at Law
Houston, TX

Beverly Luna

Texas Health and Human Services Commission (HHSC)
Austin, TX

Pi-Yi Mayo

Law Office of Pi-Yi Mayo
Baytown, TX

Marilyn G. Miller

Attorney at Law
Dripping Springs, TX

Rebecca C. Morgan

Stetson University College of Law
Gulfport, FL

A. M. Nunley III

A. M. NUNLEY III
Midland, TX

Sarah Patel Pacheco

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

Bliss Burdett Pak

Farrell & Pak PLLC
Austin, TX

William D. Pargaman

Brown McCarroll, L.L.P.
Austin, TX

Bryn Anne Poland

Law Office of Pi-Yi Mayo
Baytown, TX

Patricia F. Sitchler

Schoenbaum, Curphy & Scanlan, P.C.
San Antonio, TX

Wesley E. Wright

Wright Abshire, Attorneys
Bellaire, TX

Planning Committee

H. Clyde Farrell—Chair

Farrell & Pak PLLC
Austin, TX

Susanna A. Bond

Attorney at Law
Austin, TX

Randy Drewett

Attorney at Law
Beaumont, TX

Claire D. East

Hopper & Associates, P.C.
Austin, TX

Deborah A. Green

Attorney at Law
Austin, TX

Hon. Guy Herman

Travis County Probate Court #1
Austin, TX

Craig Hopper

Hopper & Associates, P.C.
Austin, TX

Glenn M. Karisch

The Karisch Law Firm, PLLC
Austin, TX

Christina Lesher

Attorney at Law
Houston, 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

A. M. Nunley III

A. M. NUNLEY III
Midland, TX

Bliss Burdett Pak

Farrell & Pak PLLC
Austin, TX

Patricia F. Sitchler

Schoenbaum, Curphy & Scanlan, P.C.
San Antonio, TX

Nancy Sosa

Encore Trust
Austin, TX

Wesley E. Wright

Wright Abshire, Attorneys
Bellaire, TX

Credit Info

  • Galveston
MCLE Credit
Toggle view Texas – 13.75 hrs  |  2.75 hrs Ethics  |  4.00 hrs Guardianship
Legal Specialization(s): Estate Planning and Probate Law
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.
Toggle view California – 13.75 hrs  |  2.75 hrs Ethics  |  4.00 hrs Guardianship
You must claim your credit online in Your Briefcase, and will then be provided a Certificate of Attendance for your records. UT Law CLE is required to provide the State Bar with electronic attendance records for any MCLE participatory activity within 60 days of completion of the activity. The California licensee is responsible for reporting their compliance/credit hours earned to the State Bar at the end of their reporting period directly to the State Bar of California at calbar.ca.gov.  UT Law CLE will maintain Attendance Records for four years.  
Other Credit
Toggle view TX Accounting CPE – 16.50 hrs
The University of Texas School of Law (Provider #250) live conferences are presumptively approved by The Texas State Board of Public Accountancy for Texas Accounting CPE credit based on a 50-minute credit hour. Approved for general CPE credit only.

At the conference, you are welcome to sign in on the Accounting CPE Record of Attendance form at the registration desk, but we are now reporting all credit online. You will receive a Texas Accounting Certificate of Completion in Your Briefcase. Self-report your CPE credit directly to TSBPA. UT Law CLE will maintain Attendance Records for four years.  

Contact us at accreditation@utcle.org if you have additional questions.

Key Dates

Galveston – Aug 11-12, 2011 – Moody Gardens
Conference Concluded
Buy
  • Galveston
Standard Registration
Last day for $495.00 Regular pricing: Aug 3, 2011

$545.00 for registrations received after this time

Green Registration - USB Key ONLY
Last day for $490.00 Regular pricing: Aug 3, 2011

$540.00 for registrations received after this time

Last day for cancellation (full refund): Aug 5, 2011

$50 processing fee applied after this date

Last day for cancellation: Aug 8, 2011

Venue

speaker

Moody Gardens

Seven Hope Boulevard
Galveston, TX
888.388.8484 (reservations)

Accommodations

$165.00 good through Jul 20, 2011

Parking Information

Complimentary Self-Parking

Our Sponsors

Thank you to our sponsors! Click each logo below to learn more.

  • Encore Trust Company

    Encore Trust Company
    At Encore Trust, our primary business is trust and investment management. We are specialists in our field of expertise and dedicated to providing the highest level of service to our clients. Our officers possess an average of 25 years of trust experience and have the ability to deal with complex financial holdings. We provide prudent and efficient management of trust assets, ensuring these assets are protected and used for their stated purposes. www.encoretrust.com www.encoretrust.com/

  • Frost Financial Management Group

    Frost Financial Management Group
    Frost has a team of professionals who work together towards a common goal: to help you achieve financial security. Today the Frost Financial Management Group is responsible for more than $25 billion in assets of individuals, families, businesses and non-profit institutions. You can count on us for investment management, trust administration, estate and financial planning, real estate management, oil and gas management, retirement plan management, tax planning and wealth management. Over the past 143 years, Frost has built a legacy of providing superior services, backed by in-depth expertise and resources. www.frostbank.com www.frostbank.com/Pages/splash.aspx
Download Sponsor Details Become a Sponsor
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