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.  

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.

Event Schedule

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

  • 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

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

MCLE Credit
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.  
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.  
At the conference, you will need to sign in on the Record of Attendance form at the registration desk. 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. You will receive a Certificate of Attendance at the conference to keep for your records.
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.
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
This course has been approved for Certified Financial Planner (CFP) credit. UT Law CLE will report your credit for you, but we do require your CFP license number and other information in order to do so. Accreditation Coordinator Laura Tolin will follow up with you to obtain this information within 7 days of the conference.

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

Key Dates

Galveston – Aug 11-12, 2016 – Moody Gardens
Conference Concluded
Buy
Galveston
Last day for Individual early registration: Aug 3, 2016

Add $50 for registrations received after this time

Last day for Group (5 registrants minimum) early registration: Aug 3, 2016

Add $50 for registrations received after this time

Last day for Group (10 registrants minimum) early registration: Aug 3, 2016

Add $50 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

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.

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