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. 

  • Get practical guidance on updating key forms to reflect changes to the law
  • Hear the latest developments in Medicaid law and walk through essential forms for Medicaid specialists and non-specialists
  • Hear a panel of corporate trustees discuss how they administer the wills and trusts you draft and with tips for Drafting Wills and Trusts for Efficient Administration
  • Discuss “pesky” probate issues, including working with creditors and claims, as well as options and alternatives to probating a will
  • Explore key guardianship issues and alternatives—for up to 4.25 hours of Guardianship credit—including The Role of the Guardian, The Role of the Ad Litem, The Fourth Hour—Supports and Services: Underpinning the Less Restrictive Alternatives, and a review of the Texas Estate Code requirements for qualification of personal representative
  • Hear the latest case law, legislative and agency updates, including a presentation by the Health and Human Services Commission (HHSC)
  • Get answers to your questions at the popular Ask the Experts panel
  • Earn up to 3.25 hours of legal ethics credit
  • Join conference faculty and fellow colleagues at the Thursday Evening Networking Reception and then join us at the pool for an evening cookout
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?  Come a day early and attend the 2017 TX NAELA Summer Conference on August 2!  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. 3, 2017
    Presiding Officer:
    H. Clyde Farrell, Farrell & Pak PLLC - Austin, TX
  • 7:30 am
    Registration Opens
    Includes continental breakfast.

  • 8:20 am
    Welcoming Remarks

  • 8:30 am
    0.75 hr
    She Updated Her Forms, and You Won’t BELIEVE What Happens Next
    The legislature meets, a judge writes an opinion, and — OMG! We have new laws to deal with! Find out the SEVEN things you NEED to add to your forms RIGHT NOW!

    Dianne Reis, Attorney at Law - Plano, TX

  • 9:15 am
    0.75 hr
    Medicaid Update
    Learn the latest developments in Medicaid law, including how "block grants" and other proposed changes may affect their practices. Estate planners who are not Medicaid specialists will acquire essential Medicaid-related forms including Qualified Income Trusts, Lady Bird Deeds, Transfer on Death Deeds, LBD/TOD Grantee Trusts and Third-Party Supplemental Needs Trusts.

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

  • 10:00 am
    0.50 hr
    10 Pesky Probate Problems
    Hear 10 tips for new (and not so new) practitioners addressing various problems which arise during the probate process, such as dealing with collection agencies, taking control of estate property from those without authority, properly allocating rights and liabilities associated with jointly owned property, dealing with the IRS, and other “pesky” problems. 

    Gus G. Tamborello, Gus G. Tamborello, P.C. - Houston, TX

  • 10:30 am
    Break

  • 10:45 am
    0.75 hr
    Probate Procedures & Alternatives
    A discussion of whom you represent, fee considerations, options and alternatives to probating a will, what to consider when there is no will, what to look for when reviewing a will, the mechanics of getting to the probate hearing, default and lost will issues, and issues in administering a simple estate. Comprehensive forms will also be provided.

    Claire D. East, Hopper Mikeska, PLLC - Austin, TX
    Gregory Thomas Kimmel, Allen-Lottmann-Kimmel PC - Tyler, TX
    Hon. Steve M. King, Tarrant County Probate Court One - Fort Worth, TX

  • 11:30 am
    0.75 hr
    Drafting Wills and Trusts for Efficient Administration 
    Hear a panel of corporate trustee's discuss how they administer the wills and trusts we draft and what they would like to see in our documents. Learn what to do if a beneficiary is pushing too much. 

    Moderator:
    Daniel C. Bitting, Scott Douglass & McConnico LLP - Austin, TX
    Panelists:
    Rita Bishop, Cadence Bank - Houston, TX
    Thomas A. Horton, Bank of Texas - Houston, TX
    Margaret Svoboda, American National Bank of Texas - Rockwall, TX

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

  • Thursday Afternoon, Aug. 3, 2017
    Presiding Officer:
    Patricia F. Sitchler, The Law Office of Patricia Flora Sitchler - La Vernia, TX
  • LUNCHEON PRESENTATION
  • Thank You to Our Luncheon Sponsor
    Rosen & Spears

  • 12:35 pm
    0.75 hr
    Legislative Update
    Hear an update on Texas estate and trust legislation, including probate, guardianships, trusts, powers of attorney, and other related matters.  

    Craig Hopper, Hopper Mikeska, PLLC - Austin, TX

  • 1:20 pm
    Break

  • 1:35 pm
    1.00 hr
    0.50 hr ethics
    1.00 hr guardianship
    The Role of the Guardian
    Examine 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. Polly Jackson Spencer, Ret., Senior Statutory Probate Judge - San Antonio, TX

  • 2:35 pm
    0.50 hr
    Medicaid: The View from the HHSC
    Hear the Texas Health and Human Services Commission (HHSC) address current issues in long-term care Medicaid eligibility.

    Allyson Boney Evans, Texas Health & Human Services Commission - Austin, TX
    Shari L. Nichols, Texas Health and Human Services Commission - Austin, TX

  • 3:05 pm
    0.75 hr ethics
    Individual Fiduciaries Gone Wild
    Executors, trustees, and other fiduciaries own the highest duties known to law and are held to strict standards of conduct. Explore the inherent risks of serving as an executor or trustee and hear suggestions for fiduciary risk management, defending breach of fiduciary duty claims, and related causes of action. Hear tips for advising clients on the appointment fiduciaries in an attempt to avoid future fiduciary litigation.

    Trevor Aaron Dobbs, Roberts Markel Weinberg Butler Hailey PC - Sugar Land, TX

  • 3:50 pm
    Break
    Sponsored by Keever & Wiesenthal 

  • 4:05 pm
    1.00 hr
    1.00 hr guardianship
    Bonds, Inventories, and Accountings
    Hear a thorough review of the Texas Estate Code requirements for qualification of personal representatives, the inventory and accounting process (including accountings required of independent executors and agents under powers of attorney,) and numerous practical tips not found in the statutes. Comprehensive forms will also be provided.

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

  • 5:05 pm
    0.50 hr
    Hot Topics
    Congress is a sizzling moving target in 2017, and the federal Department of Health and Human Services has a new Secretary, Dr. Tom Price. Discuss the winds of change, including a fundamental shift in the Medicaid funding process, potential cuts in state services, and Medicaid eligibility criteria changes. Also, hear an update on ABLE, the Special Needs Trusts Fairness Act, and the ACA Reform and its impact on Elder Law—don’t miss it!

    Mary Alice Jackson, Mary Alice Jackson, P.C. - Austin, TX

  • 5:35 pm
    Adjourn to Reception
    Join us for drinks and hors d'oeuvres with program faculty and attendees from 5:35 p.m. to 6:35 p.m.
     
    Thank You to Our Reception Sponsor
    Frost Wealth Advisors

  • 7:00 pm
    Patio Dinner — $20 Per Ticket
    Bring your family to the patio for food and fun in the sun from 7:00 p.m. to 8:30 p.m!

    Thank You to Our Patio Dinner Sponsor
    Evan S. Howell, Professional Engineer, Real Estate and Property Management

  • Time
    Credit
    Subject
    Speaker
  • Friday Morning, Aug. 4, 2017
    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
    Center for Optimal Brain Health

  • 8:00 am
    1.00 hr
    0.50 hr ethics
    1.00 hr guardianship
    The Fourth Hour—Supports and Services: Underpinning the Less Restrictive Alternatives
    An examination identifying the need for a guardianship and the consideration of appropriate less restrictive alternatives, as often supplemented by supports and services applicable and available to the proposed ward.

    Leonard W. Woods Jr., Duggins Wren Mann & Romero, LLP - Austin, TX
    Materials By:
    Hon. Steve M. King, Tarrant County Probate Court One - Fort Worth, 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. Mike Wood, Harris County Probate Court No. 2 - Houston, TX

  • 10:00 am
    Break

  • 10:20 am
    0.75 hr
    Morals From the Courthouse: A Study of Recent Texas Cases Impacting the Wills, Probate, and Trust Practice
    Discuss recent judicial developments relating to the Texas law of intestacy, wills, estate administration, trusts, and other estate planning matters.

    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
    Deed Drafting in Estate Planning and Probate Contexts
    Using the correct deed for a client is essential to prevent future problems. Distinguish the various deeds and which deed is correct in the estate planning or probate context.

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

  • 11:50 am
    0.75 hr ethics
    Ethical Considerations for Fee Applications in Probate Court
    A review of the ethical considerations governing lawyers when seeking fees in Probate Court and practical aspects of fee applications.

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

  • 12:35 pm
    Pick Up Lunch
    Included in registration.

  • Friday Afternoon, Aug. 4, 2017
    Presiding Officer:
    Wesley E. Wright, Wright Abshire, Attorneys - Bellaire, TX
  • LUNCHEON PRESENTATION
  • Thank You to Our Luncheon Sponsor
    Ostrom Morris

  • 1:00 pm
    1.00 hr
    0.25 hr ethics
    0.25 hr guardianship
    Ask the Experts
    Hear 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
    Mary Alice Jackson, Mary Alice Jackson, P.C. - Austin, TX
    Elisa Dillard Rainey, Rainey & Rainey, Attorneys at Law LP - Waco, TX
    Dianne Reis, Attorney at Law - Plano, TX

  • 2:00 pm
    Break
    Sponsored by American National Bank of Texas

  • 2:20 pm
    0.75 hr
    Dealing with Mineral Rights: A Practitioners Guide to Oil and Gas
    Learn the basics of oil and gas, including mineral rights, royalties, and executive rights, while dealing with Texas issues and problems in probate, trust, elder care, and other areas.

    Theodore R. Borrego, Houston, TX

  • 3:05 pm
    0.75 hr
    Trust Modifications: Balancing Competing Interests
    Get practical advice for trustees and beneficiaries on common issues that arise in the context of trust modifications. 

    Michael B. Knisely, Osborne, Helman, Knebel & Scott, LLP - Austin, TX
    Jason S. Scott, Osborne, Helman, Knebel & Scott, LLP - Austin, TX
    Materials By:
    Glenn M. Karisch, The Karisch Law Firm, PLLC - Austin, TX

  • 3:50 pm
    Adjourn

Conference Faculty

Gerry W. Beyer

Texas Tech University School of Law
Lubbock, TX

Rita Bishop

Cadence Bank
Houston, TX

Daniel C. Bitting

Scott Douglass & McConnico LLP
Austin, TX

Theodore R. Borrego

Houston, TX

Trevor Aaron Dobbs

Roberts Markel Weinberg Butler Hailey PC
Sugar Land, TX

Claire D. East

Hopper Mikeska, PLLC
Austin, TX

Allyson Boney Evans

Texas Health & Human Services Commission
Austin, 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

Thomas A. Horton

Bank of Texas
Houston, TX

Mary Alice Jackson

Mary Alice Jackson, P.C.
Austin, TX

Glenn M. Karisch

The Karisch Law Firm, PLLC
Austin, TX

Gregory Thomas Kimmel

Allen-Lottmann-Kimmel PC
Tyler, TX

Hon. Steve M. King

Tarrant County Probate Court One
Fort Worth, TX

Michael B. Knisely

Osborne, Helman, Knebel & Scott, LLP
Austin, TX

Shari L. Nichols

Texas Health and Human Services Commission
Austin, TX

Kristen Quinney Porter

Kristen Quinney Porter, LLC
New Braunfels, TX

Elisa Dillard Rainey

Rainey & Rainey, Attorneys at Law LP
Waco, TX

Dianne Reis

Attorney at Law
Plano, TX

Jason S. Scott

Osborne, Helman, Knebel & Scott, LLP
Austin, TX

Hon. Polly Jackson Spencer, Ret.

Senior Statutory Probate Judge
San Antonio, TX

Margaret Svoboda

American National Bank of Texas
Rockwall, TX

Gus G. Tamborello

Gus G. Tamborello, P.C.
Houston, TX

Hon. Mike Wood

Harris County Probate Court No. 2
Houston, TX

Leonard W. Woods Jr.

Duggins Wren Mann & Romero, LLP
Austin, TX

Planning Committee

H. Clyde Farrell—Chair

Farrell & Pak PLLC
Austin, TX

Kelley M. Bentley

Roberts Markel Weinberg Butler Hailey
Sugar Land, 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

Glenn M. Karisch

The Karisch Law Firm, PLLC
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

Marilyn G Miller, Attorney at Law
Dripping Springs, TX

Bliss Burdett Pak

Farrell & Pak PLLC
Austin, TX

Bryn A. Poland

Law Office of Pi-Yi Mayo
Baytown, TX

Patricia F. Sitchler

The Law Office of Patricia Flora Sitchler
La Vernia, 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.
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 3-4, 2017 – Moody Gardens
Conference Concluded
Buy
Galveston
Last day for Individual early registration: Jul 26, 2017

Add $50 for registrations received after this time

Last day for Group (5 registrants minimum) early registration: Jul 26, 2017

Add $50 for registrations received after this time

Last day for Group (10 registrants minimum) early registration: Jul 26, 2017

Add $50 for registrations received after this time

Last day for cancellation (full refund): Jul 28, 2017

$50 processing fee applied after this date

Last day for cancellation: Jul 31, 2017

Venue

speaker

Seven Hope Boulevard
Galveston, TX
888.388.8484 (reservations)

Accommodations

The room block has been exhausted and Moody Gardens is currently sold out. Follow this link to see all nearby hotels and availability. 

Parking Information

Complimentary self-parking 

Our Sponsors

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

Sign-Up for Our Hooked on CLE Monthly Newsletter