University of Texas School of Law
19th Annual
Estate Planning, Guardianship and Elder Law Conference
Galveston Aug 3-4, 2017 Moody Gardens
$575 Individual  |  $625 after Jul 26
EVENT SPONSORS
American National Bank of Texas
Bank of Texas
Cadence Bank
Center for Optimal Brain Health
C&S Healthcare Services, Inc./C&S Care Management, Inc.
Evan S. Howell, Professional Engineer, Real Estate and Property Management
Frost Wealth Advisors
Jackson B Horn & Company, P.C.
Keever & Wiesenthal
Ostrom Morris PLLC
Rosen & Spears
Wunderlich Securities, Inc.

EXHIBITORS
Adaptive Driving Access
Aging Life Care Association
ElderCounsel
Elder Law Trio Press 
Evergreen Private Care
InterActive Legal
Krause Financial Services
National Care Advisors
Secured Futures
TLC Office Systems

UT Law CLE

2017 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. 
  • 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.

UT Law CLE

2017 Estate Planning, Guardianship and Elder Law Conference

6/26/17
Schedule

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:
Nancy Sosa, Cadence Bank - 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, Bexar County Probate Court No. 1 - 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.

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 through 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

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

UT Law CLE

2017 Estate Planning, Guardianship and Elder Law Conference

Faculty

Conference Faculty

Gerry W. Beyer
Texas Tech University School of Law
Lubbock, TX
Rita Bishop
Cadence Bank
Houston, 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
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
Nancy Sosa
Cadence Bank
Austin, TX
Hon. Polly Jackson Spencer
Bexar County Probate Court No. 1
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

UT Law CLE

2017 Estate Planning, Guardianship and Elder Law Conference

Credit Information

MCLE Credit

Texas
14.75 hrs  |  3.25 hrs Ethics  |  4.25 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
14.75 hrs  |  3.25 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.  
Louisiana
14.75 hrs  |  3.25 hrs Ethics
Additional Information
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.
Oklahoma
17.50 hrs  |  4.00 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) – Expected
21.50 hrs
National Accounting CPE
17.50 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)
14.75 hrs  |  3.25 hrs Ethics

UT Law CLE

2017 Estate Planning, Guardianship and Elder Law Conference

Key Dates

Galveston

  • Last day for Individual early registration: Jul 26, 2017
    Add $50 for registrations received after this time
  • Last day for cancellation (full refund): Jul 28, 2017
  • Last day for cancellation (partial refund): Jul 31, 2017
    $50 processing fee applied

UT Law CLE

2017 Estate Planning, Guardianship and Elder Law Conference

Hotel / Venue

Galveston

Moody Gardens

Seven Hope Boulevard
Galveston, TX
888.388.8484 (reservations)

Accommodations

$199 room rate good through July 10, 2017 (subject to availability)

Parking Information

Complimentary self-parking 

UT Law CLE

2017 Estate Planning, Guardianship and Elder Law Conference

Sponsors