University of Texas School of Law
16th Annual
Estate Planning, Guardianship and Elder Law Conference
Galveston Aug 7-8, 2014 Moody Gardens
Conference Concluded
Related products: eConferences, Materials

EVENT SPONSORS
Cadence Bank
Frost Wealth Advisors

UT Law CLE

2014 Estate Planning, Guardianship and Elder Law Conference

Program Features
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!

UT Law CLE

2014 Estate Planning, Guardianship and Elder Law Conference

11/18/19
Schedule

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

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

UT Law CLE

2014 Estate Planning, Guardianship and Elder Law Conference

Faculty

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

UT Law CLE

2014 Estate Planning, Guardianship and Elder Law Conference

Credit Information

MCLE Credit

Texas
14.50 hrs  |  2.25 hrs Ethics  |  3.75 hrs Guardianship
Legal Specialization(s): Estate Planning and Probate Law, Tax Law
Additional Information
A Texas MCLE Reporting Form will be included in your course materials. Please complete and return to the registration desk and UT Law CLE will report credit on your behalf to the State Bar of Texas, or you can self-report your credit directly to the State Bar of Texas at texasbar.com. A Certificate of Attendance will be provided at the conference to keep for your records.  
California
14.50 hrs  |  2.25 hrs Ethics
Additional Information
At the conference, you will need to sign in on the Record of Attendance form at the registration desk. Self-report your CLE credit directly to the State Bar of California at calbar.ca.gov. You will receive a Certificate of Attendance at the conference to keep for your records. UT Law CLE will maintain Attendance Records for four years.  
Oklahoma
17.50 hrs  |  2.50 hrs Ethics
Additional Information
At the conference, you will need to sign in on the Record of Attendance form at the registration desk. You will receive a Certificate of Attendance at the conference to keep for your records. UT Law CLE will report credit on your behalf to the Oklahoma Bar Association within 30 days after the conference.
Other States
Note on Self-Reporting Your Credits in Another State
If you wish to satisfy MCLE or other professional education requirements in another state for a program offered by the University of Texas School of Law, please check with the state bar or other licensing authority in that state before taking the program to ensure it will qualify for self-reporting your credits.

Other Credit

Certified Financial Planner (CFP)
19.00 hrs
National Accounting CPE
17.00 hrs
Additional Information
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

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

UT Law CLE

2014 Estate Planning, Guardianship and Elder Law Conference

Key Dates

Galveston

  • Last day for Individual early registration: Aug 1, 2014
    Add $50 for registrations received after this time
  • Last day for Group 10% (5-9) early registration: Aug 1, 2014
    Add $50 for registrations received after this time
  • Last day for Group 20% (10+) early registration: Aug 1, 2014
    Add $50 for registrations received after this time
  • Last day for cancellation (full refund): Aug 1, 2014
  • Last day for cancellation (partial refund): Aug 4, 2014
    $50 processing fee applied

UT Law CLE

2014 Estate Planning, Guardianship and Elder Law Conference

Hotel / Venue

Galveston

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
 

UT Law CLE

2014 Estate Planning, Guardianship and Elder Law Conference

Sponsors