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Exceptional Pricing for TX NAELA Members
If you're a National Academy of Texas Lawyers (TX NAELA) member and would like to also attend the 2016 TX NAELA Summer Conference on August 12 and 13, click here to get the special Member Rate when you jointly register for both conferences.  
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18th Annual

Estate Planning, Guardianship and Elder Law Conference

Galveston Aug 11-12, 2016 Moody Gardens
Conference Concluded
Buy
Related products: eConference Materials
UNDERWRITER
Distinctive Life Cremations & Funerals

EVENT SPONSORS
American National Bank of Texas
Cadence Trust
Evan S. Howell, Professional Engineer, Real Estate and Property Management
Frost Wealth Advisors
Ostrom Morris PLLC
Rosen & Spears
Sarah Patel Pacheco | Crain, Caton & James, P.C.
Secured Futures, Inc.

WiFi SPONSOR
Cumberland Trust

SPEAKERS SPONSORS
Bank of Texas
Happy State Bank and Trust Co.
InterActive Legal

EXHIBITORS
Adaptive Driving Access
Elder Law Trio Press
ElderCounsel
Keever & Wiesenthal
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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.

  • Review key considerations and sample language in drafting wills and trusts, including The Anatomy of a Will and Best Practices in Drafting Revocable and Irrevocable Trusts.
  • Discuss key probate issues, including working with creditors and claims, as well as procedures for “changing course” during the administration of an estate.
  • Understand the scope of public benefits as it affects the elderly, and get tips on filing the perfect Medicaid application.
  • Explore key guardianship issues and alternatives—for up to 4.75 hours of Guardianship credit—including Resolving Guardianship Disputes, Alternatives to Guardianship, and a discussion of the recently enacted Supported Decision-Making Agreement Act. 
  • Hear the latest case law and agency updates, including presentations by the Health and Human Services Commission (HHSC) and Disability Rights Texas.
  • Review tips and traps in managing your estate planning and elder law cases, including engagement letters, avoiding conflicts and information management; plus, hear a discussion on standards and best practices for determining a client’s level of capacity.
  • Get answers to your questions at the popular Ask the Experts panel.
  • Earn up to 2.75 hours of legal ethics credit.
  • Join conference faculty and fellow colleagues at the Thursday Evening Networking Reception.
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?  Stay another day and attend the 2016 TX NAELA Summer Conference on August 12 and 13!  The Summer Conference is open ONLY to TX NAELA Members. 

TX NAELA Members can register for BOTH programs and SAVE! Click here to get the special Member Rate when you jointly register for both conferences.

  • Buy

Event Schedule

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

  • Day 1 August 11, 2016
  • Day 2 August 12, 2016
  • Time
    Credit
    Subject
    Speaker
  • Thursday Morning, Aug. 11, 2016
    Presiding Officer:
    H. Clyde Farrell, Farrell & Pak PLLC - Austin, TX
  • 8:00 am
    Registration Opens
    Includes continental breakfast.

    Thank You to Our Breakfast Sponsor
    Rosen & Spears

  • 8:50 am
    Welcoming Remarks

  • 9:00 am
    1.00 hr
    Anatomy of a Will
    An ideal refresher on key practice points and drafting strategies as well as discussion of ethical issues faced by estate planners. This presentation includes an updated version of the classic paper, Anatomy of a Will.

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

  • 10:00 am
    0.75 hr
    Best Practices in Drafting Revocable and Irrevocable Trusts
    Trust drafting practices continue to evolve with changes in the industry. Address the basic framework for trusts, time-honored principles of drafting, situation-specific adjustments, and trends that indicate the need for new approaches.

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

  • 10:45 am
    Break
    Sponsored by Secured Futures, Inc.

  • 11:00 am
    0.75 hr
    Changing the Probate “Ship” Midstream: Possibilities and Limitations
    Discuss the procedure for when it becomes necessary to change course during the administration of an estate.

    Kelley M. Bentley, Roberts Markel Weinberg Butler Hailey - Sugar Land, TX

  • 11:45 am
    0.75 hr
    0.25 hr guardianship
    Working with Creditors and Claims in Guardianship, Dependent and Independent Administration

    Keith Morris, Ostrom Morris PLLC - Houston, TX

  • 12:30 pm
    Pick Up Lunch
    Included in registration. 

  • Thursday Afternoon, Aug. 11, 2016
    Presiding Officer:
    Christina Lesher, The Law Office of Christina Lesher, PC - Houston, TX
  • LUNCHEON PRESENTATION
  • 12:50 pm
    0.50 hr
    Disability Rights Texas
    A brief overview of Disability Rights Texas, the federally mandated protection and advocacy agency for the State of Texas for individuals with disabilities, including an understanding of their structure, the applicability to the practice of law, what services they offer clients, and how to contact the organization through their intake process.

    Sean Jackson, Disability Rights Texas - Houston, TX

  • 1:20 pm
    Break

  • 1:35 pm
    0.50 hr
    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 - Austin, TX

  • 2:05 pm
    0.50 hr
    In Quest of the Perfect Medicaid Application
    Although it may not be possible to guarantee that every Medicaid application will be accepted upon the first filing, learn time-tested tips to improve the odds.

    Nora Evelyn Alegria-Fuentes, The Law Office of Christina Lesher, PC - Houston, TX
    Marilyn G. Miller, Attorney at Law - Dripping Springs, TX

  • 2:35 pm
    1.00 hr
    0.50 hr ethics
    1.00 hr guardianship
    Alternatives to Guardianship
    A discussion of less restricted alternatives to guardianship, as well as supports and services available to proposed wards.

    Craig Hopper, Hopper Mikeska, PLLC - Austin, TX
    Richard Lavallo, Disability Rights Texas - Austin, TX
    Commentator:
    Hon. Guy Herman, Travis County Probate Court #1 - Austin, TX

  • 3:35 pm
    Break
    Sponsored by Secured Futures, Inc.

  • 3:45 pm
    0.50 hr
    Determining Capacity
    Explore standards and best practices in assessing a client's level of capacity.

    Mark E. Kunik, M.D., M.P.H., Baylor College of Medicine and Michael E. DeBakey VA Hospital - Houston, TX

  • 4:15 pm
    0.75 hr
    0.25 hr ethics
    0.50 hr guardianship
    Supported Decision-Making: A New Alternative to Guardianship
    A look at recently-enacted Texas Estates Code Chapter 1357, the Supported Decision-Making Agreement Act, with a discussion of the potential benefits as well as the possible concerns, risks and ethical considerations that the law introduces.  
     

    Moderator:
    Craig Hopper, Hopper Mikeska, PLLC - Austin, TX
    Panelists:
    Laura Upchurch, Moorman Tate Haley Upchurch & Yates, LLP - Brenham, TX
    Richard Lavallo, Disability Rights Texas - Austin, TX

  • 5:00 pm
    0.50 hr
    Provisions in Powers of Attorney for Different Levels of Gifting
    Review the common gifting authorizations used in durable powers of attorney.   

    Wendy Yates, Moorman Tate Haley Upchurch & Yates, LLP - Brenham, TX

  • 5:30 pm
    Adjourn to Networking Reception
    Thank You to Our Reception Sponsor
    Frost Wealth Advisors

  • Time
    Credit
    Subject
    Speaker
  • Friday Morning, Aug. 12, 2016
    Presiding Officer:
    Hon. Gladys B. Burwell, Senior Statutory Probate Judge - Friendswood, TX
  • 7:30 am
    Conference Room Opens
    Includes continental breakfast.

    Thank You to Our Breakfast Sponsor
    American National Bank of Texas

  • 8:00 am
    1.00 hr
    0.50 hr ethics
    1.00 hr guardianship
    The 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.

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

  • 9:00 am
    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.

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

  • 10:00 am
    Break
    Sponsored by Evan S. Howell, Professional Engineer, Real Estate and Property Management

  • 10:20 am
    0.75 hr
    Case Law Update
    Examine important cases impacting the practice of estate planning, guardianship and elder law in Texas. 

    Elisa Dillard Rainey, Rainey & Rainey, Attorneys at Law LP - Waco, TX
    Materials By:
    Gerry W. Beyer, Texas Tech University School of Law - Lubbock, TX

  • 11:05 am
    0.75 hr
    Understanding Public Benefits Affecting the Elderly
    Paying for care, medications, and deductibles is a challenge for many older adults. Find out how Long-Term Care Medicaid (nursing home and home care), Medicare, Medicare Savings Programs (QMB, SLMB, QI-1) and Supplemental Security Income (SSI) can increase the quality of life for your clients. Learn about these benefits and their eligibility requirements, and gain useful practice tips.

    H. Clyde Farrell, Farrell & Pak PLLC - Austin, TX
    Christina Lesher, The Law Office of Christina Lesher, PC - Houston, TX

  • 11:50 am
    Pick Up Lunch
    Included in registration.

  • Friday Afternoon, Aug. 12, 2016
    Presiding Officer:
    Wesley E. Wright, Wright Abshire, Attorneys - Bellaire, TX
  • LUNCHEON PRESENTATION
  • 12:15 pm
    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.

    Moderator:
    H. Clyde Farrell, Farrell & Pak PLLC - Austin, TX
    Panelists:
    Craig Hopper, Hopper Mikeska, PLLC - Austin, TX
    Renée C. Lovelace, The Lovelace Law Firm, P.C. - Austin, TX
    Marilyn G. Miller, Attorney at Law - Dripping Springs, TX
    Elisa Dillard Rainey, Rainey & Rainey, Attorneys at Law LP - Waco, TX

  • 1:15 pm
    Break
    Sponsored by Evan S. Howell, Professional Engineer, Real Estate and Property Management

  • 1:35 pm
    0.75 hr
    The Collision Between Real Estate and Elder Law
    Elder law and real estate attorneys prepare documents from different points of view and for different purposes. Explore the different perspectives and learn to solve issues that can arise when dealing with these differences.

    Kristen Quinney Porter, Kristen Quinney Porter, LLC - New Braunfels, TX

  • 2:20 pm
    0.75 hr
    0.75 hr guardianship
    Resolving Guardianship Disputes
    Utilizing and implementing least restrictive alternatives and other options in settling guardianship disputes.   

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

  • 3:05 pm
    0.75 hr ethics
    Defensive Case Management for Elder Law Attorneys
    Learn a systematic approach to capturing data and using the system to defend against attempts by your clients' family members who want to involve you in disputes they have with other family members.  

    Pi-Yi Mayo, Law Office of Pi-Yi Mayo - Baytown, TX

  • 3:50 pm
    Adjourn

  • Day 1 August 11, 2016
  • Day 2 August 12, 2016
Download Schedule

Conference Faculty

Nora Evelyn Alegria-Fuentes

The Law Office of Christina Lesher, PC
Houston, TX

Kelley M. Bentley

Roberts Markel Weinberg Butler Hailey
Sugar Land, TX

Gerry W. Beyer

Texas Tech University School of Law
Lubbock, TX

H. Clyde Farrell

Farrell & Pak PLLC
Austin, TX

Hon. Guy Herman

Travis County Probate Court #1
Austin, TX

Craig Hopper

Hopper Mikeska, PLLC
Austin, TX

Sean Jackson

Disability Rights Texas
Houston, TX

Bernard E. Jones

Attorney at Law
Houston, TX

Hon. Steve M. King

Tarrant County Probate Court #1
Fort Worth, TX

Mark E. Kunik, M.D., M.P.H.

Baylor College of Medicine and Michael E. DeBakey VA Hospital
Houston, TX

Richard Lavallo

Disability Rights Texas
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

Keith Morris

Ostrom Morris PLLC
Houston, TX

Shari L. Nichols

Texas Health and Human Services Commission
Austin, TX

Sarah Patel Pacheco

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

Kristen Quinney Porter

Kristen Quinney Porter, LLC
New Braunfels, TX

Elisa Dillard Rainey

Rainey & Rainey, Attorneys at Law LP
Waco, TX

Laura Upchurch

Moorman Tate Haley Upchurch & Yates, LLP
Brenham, TX

Wendy Yates

Moorman Tate Haley Upchurch & Yates, LLP
Brenham, TX

Planning Committee

H. Clyde Farrell—Chair

Farrell & Pak PLLC
Austin, TX

Kelley M. Bentley

Roberts Markel Weinberg Butler Hailey
Sugar Land, TX

Randy Drewett

Attorney at Law
Beaumont, TX

Claire D. East

Hopper Mikeska, PLLC
Austin, TX

Hon. Guy Herman

Travis County Probate Court #1
Austin, TX

Craig Hopper

Hopper Mikeska, PLLC
Austin, TX

Mary Alice Jackson

Mary Alice Jackson, P.C.
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

The Law Office of Patricia Flora Sitchler
San Antonio, TX

Nancy Sosa

Cadence Bank
Austin, TX

Wesley E. Wright

Wright Abshire, Attorneys
Bellaire, TX

Credit Info

  • Galveston
MCLE Credit
Toggle view Texas – 14.25 hrs  |  2.75 hrs Ethics  |  4.75 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.
Toggle view California – 14.25 hrs  |  2.75 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.  
Toggle view Louisiana – 14.25 hrs  |  2.75 hrs Ethics
At the completion of the conference you must claim and certify your credit online in Your Briefcase, and will then be provided a Certificate of Attendance for your records. UT Law CLE will report credit on your behalf to the Supreme Court of Louisiana Continuing Legal Education Committee within 30 days after the conference. 
Toggle view Oklahoma – 17.00 hrs  |  5.50 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
Toggle view Certified Financial Planner (CFP) – 20.50 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/
Toggle view 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.
Toggle view TX Guardianship Certification Board (GCB) – 14.25 hrs  |  2.75 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 11-12, 2016 – Moody Gardens
Conference Concluded
Buy
  • Galveston
Individual
Last day for $575.00 Regular pricing: Aug 3, 2016

$625.00 for registrations received after this time

Group (5 registrants minimum)
Last day for $520.00 Regular pricing: Aug 3, 2016

$570.00 for registrations received after this time

Group (10 registrants minimum)
Last day for $460.00 Regular pricing: Aug 3, 2016

$510.00 for registrations received after this time

Last day for cancellation (full refund): Aug 5, 2016

$50 processing fee applied after this date

Last day for cancellation: Aug 8, 2016

Venue

speaker

Moody Gardens

Seven Hope Boulevard
Galveston, TX
888.388.8484 (reservations)

Accommodations

$189 room rate good through July 18, 2016 (subject to availability). 

Parking Information

Complimentary self-parking

Our Sponsors

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

  • Center for Optimal Brain Health

    Center for Optimal Brain Health
  • Distinctive Life Cremations & Funerals logo
    Distinctive Life Cremations & Funerals
    At Distinctive Life Cremations & Funerals, we understand the importance of going the extra mile to serve your family and we are committed to offering compassionate and professional service. 

    Distinctive Life is available WHEREVER you need us.  After the loss of a loved one, your home can become a hub of activity with friends & family. Having to leave the comfort of your home to go to the funeral home can add extra stress and anxiety. Distinctive Life offers a unique service with in-home arrangements, meeting families in the comfort of their own home. “Your” Distinctive Life funeral director will be there to help guide you through the planning process, creating a meaningful service designed by you.

    Distinctive Life is available WHENEVER you need us. Speak directly to “your” funeral director, no matter what time of day (or night). Distinctive Life takes customer service very personally, and our directors are available by phone 24 hours a day. We also offer an online collaboration tool to allow you to view real time updates and access to “your” funeral director.  distinctivelife.com
  • American National Bank of Texas logo
    American National Bank of Texas
    At American National Bank of Texas, our values have served us well since 1875. Doing the right thing for our customers and employees is at the core of everything we do. In 1926 we expanded to include Trust Services, to meet the changing needs of our clients. Our Trust Department is filled with seasoned financial professionals who seek to build lifelong partnerships with our clients and their families. The only way to get to know a Trust Department is to spend time with its people – and our customers enjoy the personal relationships and attention we provide. Our approach to trust administration is especially well suited to Special Needs Trust beneficiaries and their families. We are dedicated to providing  the additional time and expertise necessary to fully understand and meet the needs of our beneficiaries throughout their lifetimes. We serve throughout the state of Texas, and look forward to working with you! 
    anbtx.com
  • Cadence Trust logo
    Cadence Trust
    Cadence Bank’s Trust Services Division, formerly EncoreTrust, has been serving the trust and wealth management needs of clients in Texas for more than 50 years, and today manages approximately $2.0 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.
    cadencebank.com
  • Sarah Patel Pacheco | Crain, Caton & James, P.C. logo
    Sarah Patel Pacheco | Crain, Caton & James, P.C.
    Sarah Patel Pacheco with Crain, Caton & James, P.C., and her team represent trustees, executors, beneficiaries and other individuals in complex estate, and trust and fiduciary matters, including litigation and administration.  Sarah is Board Certified in Estate Planning and Probate Law by the Texas Board of Legal Specialization, She is a co-author of the West Publishing’s Texas Probate and Wills, Trusts and Estate Planning Practice Guides, and the current Editor of the State Bar of Texas’ Guardianship Manual.  She has been repeatedly recognized for her expertise, including being named as one of the Top 50 Female Attorneys in Texas by Texas Monthly magazine and Best Lawyers' 2014 Houston Litigation - Trusts and Estates "Lawyer of the Year." craincaton.com

  • Evan S. Howell, Professional Engineer, Real Estate and Property Management

    Evan S. Howell, Professional Engineer, Real Estate and Property Management
    Evan Howell has been named one of the top 150 Realtors with the highest number of total sales out of 20,000 member brokers and agents in the Houston Association of Realtors, and he wants to put his experience and efforts to work for you. He has been active in real estate in Houston, Texas for over 30+ years.
     
    With associates that are fluent in several languages including French, German, Spanish and Portuguese, Evan Howell will provide the perfect fit for your real estate team. evanhowell.com
  • Frost Wealth Advisors logo
    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 $28 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.
    frostbank.com
  • Ostrom Morris PLLC logo
    Ostrom Morris PLLC
    Ostrom Morris PLLC is a Houston-based law firm serving individuals and businesses throughout Texas in probate, commercial and fiduciary litigation, bankruptcy, and mass torts-related probate and bankruptcy issues.

    Our attorneys offer individualized legal representation designed to meet each client’s unique circumstances and needs. We work closely with you to make sure you understand every aspect of your legal situation and what your options are and dedicate the necessary time and attention throughout all phases of your situation to see that your needs are fully met. texas-probate-attorney.net
  • Rosen & Spears logo
    Rosen & Spears
    Rosen & Spears is a civil litigation firm that provides representation for people who have been injured as a result of nursing home neglect and elder abuse, medical malpractice and all types of catastrophic injuries. rosenspearslaw.com
  • Secured Futures, Inc. logo
    Secured Futures, Inc.
    Secured Futures is a national pooled trust company focused on providing professional fiduciary and trust administrative services for the disabled, minor children, and those seeking fiduciary oversight or spendthrift protections in trust arrangements. The pooled trust solutions offered by Secured Futures include a First- and Third-Party Special Needs Trusts, Minors Trust, Support Trust, and Settlement Preservation Trust. Secured Futures’ Pooled Trust programs are designed to provide a flexible framework to comply with Court Orders, state-specific requirements for minors, parental wishes, and other considerations important to both the trust grantor and beneficiary, while also maximizing protection and growth potential of each subaccount in unique pooled investment accounts.   securedfuturestrust.org
  • Cumberland Trust logo
    Cumberland Trust
    Founded in 2001, Cumberland Trust is an independent trust company that allows clients to retain their own investment advisors. We have provided professional, comprehensive trust and estate administration services for more than a decade and have been named executor and/or trustee by many families searching for an alternative to naming a family member. Our business has been built on the principles of providing excellent service and a personal approach to trust and estate administration. Our team of caring, committed professionals has vast experience in all aspects of trust and estate administration. We offer an extensive range of personalized, confidential services to help you preserve, protect, and plan for the future.
    cumberlandtrust.com
  • Bank of Texas logo
    Bank of Texas
    Whether you are setting up a trust, safekeeping account, private foundation, or arranging for estate management services, Bank of Texas offers the full range of fiduciary products in which we serve as the fiduciary or the agent for the fiduciary. Backed by the strength and stability of BOK Financial, a $33 billion regional financial services company that has been in the trust business since 1918, Bank of Texas provides high touch, personalized fiduciary services through an experienced and credentialed team of local experts.  Not only do we serve as neutral third party personal representative for estates, we also administer all types of trusts including revocable, irrevocable, charitable, court created or special needs, with the goal of maximizing tax savings, avoiding probate where possible, and protecting your financial future. bankoftexas.com
  • Happy State Bank and Trust Co. logo
    Happy State Bank and Trust Co.
    Happy State Bank was charted in 1908 in Happy, Texas. In 1990, the then $10 million bank headquartered in Happy, Texas, was acquired by a group of Panhandle area investors and now is the 27th largest bank in Texas with over $2.8 Billion in total assets and 34 locations in 25 markets. The Happy Trust Company was added in 2002 and currently manages over 300 million dollars in assets. Happy’s trust team has over 300 years of combined experience providing expertise in farm and ranch management, securities portfolio services and mineral interest oversight. Consistent with Happy State Bank’s mission, the trust company thrives on building personal relationships with our clients while providing the highest level of fiduciary service. happybank.com
  • InterActive Legal logo
    InterActive Legal
    InterActive Legal is the premier Knowledge Company for lawyers specializing in Elder Law, Estate, and Special Needs Planning. The company provides smart document drafting tools—Wealth Transfer Planning, Essential Estate Planning, and Elder Law Planning as part of the highest quality practice resources, elite discussion forums, a practitioner referral network, and more. For more information, visit us at InterActiveLegal.com, or contact us at sales@interactivelegal.com or (321) 252-0100. interactivelegal.com
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