Artwork Details

16^th Annual

Estate Planning, Guardianship and Elder Law Conference

Galveston Aug 7-8, 2014 Moody Gardens
Conference Concluded

Buy

Related products: Materials

EVENT SPONSORS
Cadence Bank
Frost Wealth Advisors

Download Brochure (PDF)

Overview

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.

Understand the impact of the Affordable Care Act, plus estate planning for same-sex couples in Texas after Windsor
Review the latest developments during the "Case Law Update"
Get answers to your questions at the popular "Ask the Experts" panel
Gain insight into estate planning for retirement benefits, including leaving an IRA to trust, and the nuts and bolts of drafting and filing beneficiary designations
Learn strategies on how to maximize Social Security and VA benefits
Hear from the HHSC on current issues in Medicaid eligibility
Analyze select topics including determination of capacity, tricks and traps in nursing home and home health agency contracts, practical post-mortem issues, and much more
Review guardianship essentials and hot topics—earn up to 3.75 hours of Guardianship credit
Earn up to 2.25 hours of legal ethics credit
Network during Thursday evening’s Reception—all attendees are invited

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!

Event Schedule

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

Day 1 August 7, 2014
Day 2 August 8, 2014

Time

Credit

Subject

Speaker
Thursday Morning, Aug. 7, 2014
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

Estate Planning for Retirement Benefits

An overview of the most common retirement benefits and how to work with and coordinate those benefits with a client’s estate plan during life, at death and following death.

Katherine C. Akinc, Ikard Golden Jones P.C. - Austin, TX
9:45 am

0.50 hr

Leaving an IRA to a Trust

A discussion of conduit trusts and accumulation trusts, and how a few tweaks to your standard trust forms can allow a trustee to defer income tax for years after the IRA owner dies.

Dianne Reis, Attorney at Law - Plano, TX
10:15 am

0.50 hr
0.25 hr ethics

Nuts and Bolts: Planning for the Transfer of Non-Probate Assets at Death

Examine non-tax issues associated with non-probate assets and learn practical methods to coordinate those assets into the estate plan, including tips for due diligence in managing paperwork associated with those assets (e.g., letters terminating JTWROS status, how to complete beneficiary designations, etc.).

Arielle M. Prangner, Davis & Willms, PLLC - Houston, TX
10:45 am

Break
11:00 am

0.75 hr

Kick It Up a Notch: Adding a Dash of SNT to Your Estate Planning Recipe

A discussion of important governmental benefits issues to consider—and language to include—when drafting traditional wills and trusts.

Donald F. Carnes, Hill Ducloux Carnes & De La Garza - Austin, TX
Deborah A. Green, The Law Offices of Deborah Green - Austin, TX
11:45 am

0.75 hr

Nursing Facility and Home Health Care Contracts: An Overview of Basic Rights and Obligations

A primer for the practitioner helping clients navigate a resident's rights in a skilled-care facility and understand the obligations of in-home caregivers and their employers.

Marilyn G. Miller, Attorney at Law - Dripping Springs, TX
12:30 pm

Pick Up Lunch

Included in registration.
Thursday Afternoon, Aug. 7, 2014
Presiding Officer:
Wesley E. Wright, Wright Abshire, Attorneys - Bellaire, TX
LUNCHEON PRESENTATION
12:50 pm

0.75 hr

Between Death and Probate: Selected End-of-Life Issues

Review and learn ways that estate planners can help clients prepare for death by exploring legal and practical issues associated with death and dying, including advanced directives, what to do when someone dies and disposing of physical remains.

Melissa J. Willms, Davis & Willms, PLLC - Houston, TX
1:35 pm

Break
1:50 pm

1.00 hr
0.50 hr ethics
1.00 hr guardianship

The Role of the Ad Litem

An overview of the responsibilities of the attorney ad litem and guardian ad litem in guardianship proceedings with an emphasis on practical application of the statutes, conduct in uncontested and contested proceedings and pointers on applications for fees. The materials include numerous checklists, comprehensive references and forms.

This session has moved to 8:00 AM Friday

Hon. Steve M. King, Tarrant County Probate Court #1 - Fort Worth, TX
2:50 pm

0.50 hr

Determination of Capacity

A discussion focused on the medical process of assessing decisional capacity with particular emphasis on the cognitive processes that mediate decisional impairments.

Dr. Jason E. Schillerstrom, The University of Texas Health Science Center at San Antonio - San Antonio, TX
3:20 pm

Break
3:30 pm

0.75 hr

Strategies to Potentially Maximize Social Security Benefits

This presentation covers social security retirement benefit planning, and addresses unusual benefit strategies including restricted application and file and suspend. Government Pension Offset and Windfall Elimination Provisions are also discussed.

Securities and advisory services offered through SagePoint Financial, Inc., member FINRA/SIPC. Park Place Financial, Bellaire, Texas (713) 667-4884, is not affiliated with SagePoint Financial or registered as a broker-dealer or investment advisor.

Christopher J. Maurer, J.D., CFP
4:15 pm

0.75 hr

VA Benefits: Finding the Pearls

It is not enough to gather the oysters; the true value is in the pearl. When practicing VA benefits, knowing the basics of eligibility and how to file an application is not enough. This presentation gives you the "pearls" to make you more proficient when representing veterans.

Victoria L. Collier, The Elder & Disability Law Firm of Victoria L. Collier, PC - Decatur, GA
5:00 pm

0.50 hr

Dealing with Non-U.S. Applicants for Medicaid Benefits

An examination of the effect citizenship and nationality requirements have on Medicaid eligibility plus a contextual discussion on the path to citizenship.

Kelley M. Bentley, Wright Abshire, Attorneys - Bellaire, TX
Commentator:
Janet B. Beck, University of Houston Law Center - Houston, TX
5:30 pm

Adjourn to Networking Reception
Thank You to Our Reception Sponsor

Frost Wealth Advisors

Time

Credit

Subject

Speaker
Friday Morning, Aug. 8, 2014
Presiding Officer:
Patricia F. Sitchler, Schoenbaum, Curphy & Scanlan, P.C. - San Antonio, TX
7:30 am

Conference Room Opens

Includes continental breakfast.
8:00 am

1.00 hr
0.25 hr ethics
0.25 hr guardianship

Ask the Experts

A panel of seasoned practitioners respond to your frequently—and sometimes infrequently—asked questions including practice, professional and ethical issues in estate planning, probate, guardianship and elder law.

This session has moved to 12:20 PM Friday

Moderator:
H. Clyde Farrell, Farrell & Pak PLLC - Austin, TX
Panelists:
Randy Drewett, Attorney at Law - Beaumont, TX
Craig Hopper, Hopper Mikeska, PLLC - Austin, TX
Marilyn G. Miller, Attorney at Law - Dripping Springs, TX
Patricia F. Sitchler, Schoenbaum, Curphy & Scanlan, P.C. - San Antonio, TX
9:00 am

0.75 hr
0.25 hr guardianship

Case Law Update: Estate Planning, Guardianship and Probate

A review of recent cases involving estate planning and administration, guardianship issues and probate matters, and a discussion of the important lessons to be learned from each.

Mary Alice Jackson, Attorney at Law - Austin, TX
9:45 am

Break
10:00 am

0.75 hr
0.75 hr guardianship

Creating a Guardianship

Learn how to create a guardianship under the Texas Estates Code—with new forms for a new era!

Craig Hopper, Hopper Mikeska, PLLC - Austin, TX
10:45 am

0.75 hr ethics
0.50 hr guardianship

Top Ten Mistakes in Guardianship Litigation

The most common mistakes and missed opportunities by attorneys handling contested guardianship matters, including contested applications, removals and related litigation.

Sarah Patel Pacheco, Crain, Caton & James, P.C. - Houston, TX
11:30 am

0.50 hr

The View from HHSC

Hear the Texas Health and Human Services Commission (HHSC) address current issues in long-term care Medicaid eligibility.

Shari L. Nichols, Texas Health and Human Services Commission (HHSC) - Austin, TX
12:00 pm

Pick Up Lunch

Included in registration.
Friday Afternoon, Aug. 8, 2014
Presiding Officer:
Hon. Gladys B. Burwell, Senior Statutory Probate Judge - Friendswood, TX
LUNCHEON PRESENTATION
12:20 pm

1.00 hr

What Every Estate Planner Needs to Know about the Affordable Care Act

You have heard a lot about the Affordable Care Act lately, but what does it mean for you? This presentation covers the basics of the ACA and some important parts of the law that you may not already know. Learn how the ACA not only benefits your clients, but could also benefit you as an employer.

This session has moved to 1:50 PM Thursday

Pi-Yi Mayo, Law Office of Pi-Yi Mayo - Baytown, TX
1:20 pm

Break
1:35 pm

1.00 hr
0.50 hr ethics
1.00 hr guardianship

Role of the Guardian

An examination of the duties and responsibilities of a guardian under Texas law and guardianship administration from initiation to closing, including the code requirements of selling and leasing property, ethical issues and more.

Stephen Jody Helman, Osborne, Helman, Knebel & Deleery, L.L.P. - Austin, TX
2:35 pm

0.50 hr

Planning for Clients without Perfect Successor Trustee Children

Clients' estate and long-term care plans are often based on having one or more ideal successor trustee children to carry out the clients' wishes. This session addresses steps to improve planning for clients' long-term care and later estate administration when their plans depend upon corporate fiduciaries, other unrelated parties or less-than-perfect children.

Renée C. Lovelace, The Lovelace Law Firm, P.C. - Austin, TX
3:05 pm

0.75 hr

Planning for Same-Sex Couples after Windsor

The federal recognition of same-sex married couples has far-reaching consequences, as does the finding that DOMA is unconstitutional. The Windsor decision affects planning in every way a marriage can affect planning. Especially in states that do not recognize such marriages, the decision presents a myriad of planning challenges for same-sex couples.

Alan K. Davis, Meadows, Collier, Reed, Cousins, Crouch & Ungerman, L.L.P. - Dallas, TX
3:50 pm

Adjourn

Day 1 August 7, 2014
Day 2 August 8, 2014

Download Schedule

Conference Faculty

Katherine C. Akinc

Ikard Golden Jones P.C.
Austin, TX

Janet B. Beck

University of Houston Law Center
Houston, TX

Kelley M. Bentley

Wright Abshire, Attorneys
Bellaire, TX

Donald F. Carnes

Hill Ducloux Carnes & De La Garza
Austin, TX

Victoria L. Collier

The Elder & Disability Law Firm of Victoria L. Collier, PC
Decatur, GA

Alan K. Davis

Meadows, Collier, Reed, Cousins, Crouch & Ungerman, L.L.P.
Dallas, TX

Randy Drewett

Attorney at Law
Beaumont, TX

H. Clyde Farrell

Farrell & Pak PLLC
Austin, TX

Deborah A. Green

The Law Offices of Deborah Green
Austin, TX

Stephen Jody Helman

Osborne, Helman, Knebel & Deleery, L.L.P.
Austin, TX

Craig Hopper

Hopper Mikeska, PLLC
Austin, TX

Mary Alice Jackson

Attorney at Law
Austin, TX

Hon. Steve M. King

Tarrant County Probate Court #1
Fort Worth, TX

Renée C. Lovelace

The Lovelace Law Firm, P.C.
Austin, TX

Christopher J. Maurer, J.D., CFP

Pi-Yi Mayo

Law Office of Pi-Yi Mayo
Baytown, TX

Marilyn G. Miller

Attorney at Law
Dripping Springs, TX

Shari L. Nichols

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

Sarah Patel Pacheco

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

Arielle M. Prangner

Davis & Willms, PLLC
Houston, TX

Dianne Reis

Attorney at Law
Plano, TX

Dr. Jason E. Schillerstrom

The University of Texas Health Science Center at San Antonio
San Antonio, TX

Patricia F. Sitchler

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

Melissa J. Willms

Davis & Willms, PLLC
Houston, TX

Planning Committee

H. Clyde Farrell—Chair

Farrell & Pak PLLC
Austin, TX

Randy Drewett

Attorney at Law
Beaumont, TX

Claire D. East

Hopper Mikeska, PLLC
Austin, TX

Deborah A. Green

The Law Offices of Deborah Green
Austin, TX

Tina R. Green

Capshaw Green, PLLC
Texarkana, TX

Craig Hopper

Hopper Mikeska, PLLC
Austin, TX

Mary Alice Jackson

Attorney at Law
Austin, TX

Joanna Jefferson

The University of Texas School of Law
Austin, TX

Christina Lesher

The Law Office of Christina Lesher, PC
Houston, TX

Renée C. Lovelace

The Lovelace Law Firm, P.C.
Austin, TX

Pi-Yi Mayo

Law Office of Pi-Yi Mayo
Baytown, TX

Marilyn G. Miller

Attorney at Law
Dripping Springs, TX

Bliss Burdett Pak

Farrell & Pak PLLC
Austin, TX

Patricia F. Sitchler

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

Nancy Sosa

Cadence Trust
Austin, TX

Wesley E. Wright

Wright Abshire, Attorneys
Bellaire, TX

Credit Info

Galveston

MCLE Credit

Texas – 14.50 hrs | 2.25 hrs Ethics | 3.75 hrs Guardianship
Legal Specialization(s): Estate Planning and Probate Law, Tax 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.

California – 14.50 hrs | 2.25 hrs Ethics

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.

Oklahoma – 17.50 hrs | 2.50 hrs Ethics

You must claim and certify your credit online in Your Briefcase, then you will then be provided a Certificate of Attendance for your records. UT Law CLE will report credit on your behalf to the Oklahoma Bar Association within 30 days after the conference.

Other Credit

Certified Financial Planner (CFP) – 19.00 hrs

This course has been approved for Certified Financial Planner (CFP) credit. UT Law CLE will report your credit for you, but we do require that you claim the credit in your Briefcase and ensure your CFP number is add in your account. Contact us at accreditation@utcle.org if you have additional questions.

You can learn more at: http://www.cfp.net/

National Accounting CPE – 17.00 hrs

The University of Texas School of Law is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Delivery Method: Group-Live (UT Law CLE is a provider of NASBA Group-Live credit only, which excludes online offerings.

To comply with NASBA Standards, attendees claiming CPE credit must sign in to verify attendance for each segment. Attendance sign-in sheets will be available at the registration desk. You will need your CPA license number to sign in. A CPE Certificate of Completion will be provided at the conclusion of the conference.

Reporting: CPAs are responsible for reporting CPE credits earned to their state's accountancy board, and must retain appropriate documentation of their participation in learning activities. Visit your state’s reporting website for more information or www.nasba.org.

TX Guardianship Certification Board (GCB) – 14.50 hrs | 2.25 hrs Ethics

This program has been approved for Guardianship credit by the JBCC. UT Law CLE has posted the course number for self-reporting, but attendees who select this credit type should also expect an email from staff with instructions and the course number.

Learn more about self-reporting to JBCC:
https://www.txcourts.gov/jbcc/guardianship-programs/

Key Dates

Galveston – Aug 7-8, 2014 – Moody Gardens

Conference Concluded

Buy

Galveston

Individual
Last day for $555.00 Regular pricing: Aug 1, 2014

$605.00 for registrations received after this time

Group 10% (5-9) (5 registrants minimum)
Last day for $500.00 Regular pricing: Aug 1, 2014

$550.00 for registrations received after this time

Group 20% (10+) (10 registrants minimum)
Last day for $445.00 Regular pricing: Aug 1, 2014

$495.00 for registrations received after this time

Last day for cancellation (full refund): Aug 1, 2014

$50 processing fee applied after this date

Last day for cancellation: Aug 4, 2014

Venue

Moody Gardens

Seven Hope Boulevard
Galveston, TX
888.388.8484 (reservations)

Accommodations

$168.00 good through Jul 16, 2014 (subject to availability).

Parking Information

Complimentary self-parking; $5 valet daily, $18 valet overnight

Our Sponsors

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

Cadence Bank

Cadence Bank’s Trust Services Division, formerly Encore Trust, has been serving the trust and wealth management needs of clients in Texas for more than 50 years, and today manages approximately $1.5 billion in assets. Whether building, managing or transitioning your assets, our talented trust professionals can help you at every stage. Averaging 20 years’ experience each, our administrative team can advise you on investment services, estate and trust development and administration, and fiduciary services, both knowledgeably and efficiently. Personal service is the hallmark of every relationship we develop, and we remain steadfast on helping you achieve your financial goals. Cadence Trust has two locations in Houston, as well as full-service offices in Austin and Dallas.
www.cadencebank.com
Frost Wealth Advisors

Frost has a team of professionals who work together towards a common goal: to help you achieve financial security. Today, the Frost Wealth Advisors are responsible for more than $29 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, oil and gas management, retirement plan management, tax planning and wealth management. Frost has built a legacy of involvement with the communities it serves, especially with the organizations that provide for the betterment of the community. In fact, we have a dedicated group of specialists in our Public Finance Division who understand the specialized financing, treasury, investment and insurance needs of Texas governmental and non-profit institutions including educational, religious and healthcare organizations.
www.frostbank.com

16th Annual

Estate Planning, Guardianship and Elder Law Conference

Galveston Aug 7-8, 2014 Moody Gardens Conference Concluded

Buy

Related products: Materials

Overview

Event Schedule

Thursday Morning, Aug. 7, 2014

Thursday Afternoon, Aug. 7, 2014

Friday Morning, Aug. 8, 2014

Friday Afternoon, Aug. 8, 2014

Conference Faculty

Katherine C. Akinc

Janet B. Beck

Kelley M. Bentley

Donald F. Carnes

Victoria L. Collier

Alan K. Davis

Randy Drewett

H. Clyde Farrell

Deborah A. Green

Stephen Jody Helman

Craig Hopper

Mary Alice Jackson

Hon. Steve M. King

Renée C. Lovelace

Christopher J. Maurer, J.D., CFP

Pi-Yi Mayo

Marilyn G. Miller

Shari L. Nichols

Sarah Patel Pacheco

Arielle M. Prangner

Dianne Reis

Dr. Jason E. Schillerstrom

Patricia F. Sitchler

Melissa J. Willms

Planning Committee

H. Clyde Farrell—Chair

Randy Drewett

Claire D. East

Deborah A. Green

Tina R. Green

Craig Hopper

Mary Alice Jackson

Joanna Jefferson

Christina Lesher

Renée C. Lovelace

Pi-Yi Mayo

Marilyn G. Miller

Bliss Burdett Pak

Patricia F. Sitchler

Nancy Sosa

Wesley E. Wright

Credit Info

MCLE Credit

Other Credit

Key Dates

Venue

Moody Gardens

Accommodations

Parking Information

Our Sponsors

Stay in the loop with UT Law CLE

16^th Annual

Galveston Aug 7-8, 2014 Moody Gardens
Conference Concluded