University of Texas School of Law
20th Annual
Estate Planning, Guardianship and Elder Law Conference
Galveston Aug 9-10, 2018 Moody Gardens
$575 Individual  |  $625 after Aug 1
EVENT SPONSORS
Cadence Bank, Trust & Wealth Services
Estate Partners, LLC
Evan S. Howell, Professional Engineer, Real Estate and Property Management
Frost Wealth Advisors
Moody Bank
Texas Lawyers' Insurance Exchange

CONFERENCE SPONSORS
American National Bank of Texas
Krause Financial Services
Holland & Knight LLP / Keever & Wiesenthal

EXHIBITORS
Adaptive Driving Access
Aging Life Care Association
Bank of Texas
Elder Law Trio Press
ElderCounsel
Funeral Negotiators
InterActive Legal
More Consults & Clients
National Care Advisors
TLC Office Systems
 

UT Law CLE

2018 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.
  • Learn about Medicaid friendly estate planning, including strategies for preparing your client for long-term care, and an explanation of multiple types of deeds and trusts.
  • Gain insight on advising clients as they approach and surpass age 65, including insurance issues, planning for inheritance, and long-term care planning.
  • Explore guardianship essentials, key issues and alternatives—for up to 4.50 hours of Guardianship credit.
  • Identify common real estate issues that every estate planner, guardian or elder law attorney should know.
  • Get answers to your frequently—and sometimes infrequently—asked questions at the popular Ask the Experts panel, and NEW this year, the Ask the Judges panel.
  • Earn up to 3.25 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?  Come a day early and attend the 2018 TX NAELA Summer Conference on August 8!  The Summer Conference is open ONLY to TX NAELA Members. 

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

UT Law CLE

2018 Estate Planning, Guardianship and Elder Law Conference

6/23/18
Schedule

Thursday Morning, Aug. 9, 2018

Presiding Officer:
H. Clyde Farrell, Farrell, Burdett & Johnson PLLC - Austin, TX

7:30 am
Registration Opens

Includes continental breakfast.

8:20 am
Welcoming Remarks

8:30 am

0.75 hr

IRA, UTMA, SNT, RMD… OMG!  Special Considerations When Planning With Retirement Benefits For Minors and Incapacitated Individuals.  

Hear a presentation focusing on special planning considerations when a retirement plan’s desired beneficiary is a minor, is incapacitated or is likely to have some degree of future incapacity.

Katherine C. Akinc, Brink Bennett Flaherty Golden - Austin, TX

9:15 am

0.75 hr

Medicaid-Friendly Estate Planning

Discuss forms and strategies for preparing your clients (and sometimes their parents and children) to protect assets in case the need for long-term care arises. Forms will be provided and explained for Lady Bird Deeds, Transfer on Death Deeds, Revocable Trust as Grantee (of either type deed), and Medicaid-Friendly Contingent Trust. 

H. Clyde Farrell, Farrell, Burdett & Johnson PLLC - Austin, TX

10:00 am

0.75 hr

Durable Power of Attorney Update

Hear highlights of the new Statutory Durable Power of Attorney statute.

Patricia F. Sitchler, The Law Office of Patricia Flora Sitchler - La Vernia, TX

10:45 am
Break

11:00 am

0.75 hr

Advising Clients Nearing 65

Turning 65 can be a watershed event in our client's lives. They face many decisions about retirement, concerning Medicare, Social Security, and estate planning. Get tips to help you prepare to advise your clients about some of these important decisions.   

Pi-Yi Mayo, Mayo & Poland PLLC - Baytown, TX

11:45 am

0.75 hr

After 65: Second Chances for Inheritance and Long-Term Care Planning

Address planning options that become unavailable or difficult after age 65 and some of the valuable options for planning that remain available. Key planning options include planning by parents and other family, as well as the modification of wills and trusts to improve beneficial interests.

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

12:30 pm
Pick Up Lunch

Included in registration.

Thursday Afternoon, Aug. 9, 2018

Presiding Officer:
Wesley E. Wright, Wright Abshire, Attorneys - Bellaire, TX

LUNCHEON PRESENTATION

Thank You to Our Luncheon Sponsor

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

12:50 pm

0.75 hr
0.25 hr ethics

Sex and Romance (50 Shades of Silver):  Rights, Reservations, and Ethics

Discuss if, when, and how to intervene in the intimate lives of clients.

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

 
1:35 pm
Break

1:50 pm

0.50 hr

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

2:20 pm

1.00 hr
0.50 hr ethics
1.00 hr guardianship

Alternatives to Guardianship and Supports and Services

An examination of strategies on how to limit or obviate the need to create a guardianship.

Craig Hopper, Hopper Mikeska, PLLC - Austin, TX
Richard Lavallo, Disability Rights Texas - Austin, TX
Materials By:
Hon. Steve M. King, Tarrant County Probate Court One - Fort Worth, TX

3:20 pm
Break

3:30 pm

0.50 hr
0.50 hr guardianship

Practical Ways for Guardians and Caregivers to Prevent Scams and Exploitation

Hear a review of the most recurring scams targeting the elderly. Discuss legal recourses available for preventing an elderly individual from losing their entire estate to a scam.

Hon. Donald W. Dowd, Cass County Court at Law - Linden, TX
Lori Varnell, Tarrant County Criminal District Attorney's Office - Fort Worth, TX

4:00 pm

0.75 hr

10 Pesky Problems with Real Estate

Identify the ten real estate issues that all estate planners, guardians, and elder law attorneys should be aware of and know how to solve.
 

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

4:45 pm

1.00 hr

The State of Texas Unclaimed Property Program: Come and Get It.

Highlight facts about the agency program and discuss best practices for probate attorneys to advise their clients about unclaimed property. Gain insights into the duty of executors/administrators to escheat unclaimed probated funds to the State, steps elderly clients should take to avoid property being deemed abandoned and reported to the Comptroller as unclaimed property, and the claims process for individuals both before and after death.

Bryant Clayton, Texas Comptroller of Public Accounts - Austin, TX
David L. Cruz, Texas Comptroller of Public Accounts - Austin, TX

5:45 pm
Adjourn to Reception

Join us for drinks and hors d'oeuvres with program faculty and attendees from 5:45 p.m. to 6:45 p.m.

Thank You to Our Reception Sponsor
Frost Wealth Advisors

Friday Morning, Aug. 10, 2018

Presiding Officer:
Hon. Gladys B. Burwell, Senior Statutory Probate Judge - Friendswood, TX

7:30 am
Conference Room Opens

Includes continental breakfast. 

8:00 am

1.00 hr
0.50 hr ethics
1.00 hr guardianship

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.

Craig Hopper, Hopper Mikeska, PLLC - Austin, TX

9:00 am

1.00 hr
0.50 hr ethics
1.00 hr guardianship

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 One - Fort Worth, TX

10:00 am
Break

10:15 am

1.00 hr

Heirship Determination

Discuss issues involving heirship determination with or without an administration.

Hon. Guy Herman, Travis County Probate Court #1 - Austin, TX
Materials By:
Hon. Steve M. King, Tarrant County Probate Court One - Fort Worth, TX

11:15 am

0.50 hr
0.50 hr guardianship

The Conundrums: When Guardianship Administration Turns Into Litigation

Make note of litigation matters that can arise relating to the administration and settlement of a guardianship estate including, divorce, child support, turn over, breaches of fiduciary duty, and more.

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

11:45 am
Pick Up Lunch

Included in registration. 

Friday Afternoon, Aug. 10, 2018

Presiding Officer:
Marilyn G. Miller, Marilyn G Miller, Attorney at Law - Dripping Springs, TX

LUNCHEON PRESENTATION

Thank You to Our Luncheon Sponsor

Estate Partners, LLC

12:05 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, Burdett & Johnson PLLC - Austin, TX
Panelists:
Craig Hopper, Hopper Mikeska, PLLC - Austin, TX
Pi-Yi Mayo, Mayo & Poland PLLC - Baytown, TX
Marilyn G. Miller, Marilyn G Miller, Attorney at Law - Dripping Springs, TX

 
1:05 pm
Exhibitor Announcements and Break

1:35 pm

1.25 hrs ethics

The State of Ethics

Get an overview of disciplinary proceedings, a review of cases in which the attorney was subject to criminal proceedings, and a review of the trends in malpractice claims. 

Randy Drewett, Attorney at Law - Beaumont, TX
James A. Ehler, Office of the Chief Disciplinary Counsel, State Bar of Texas - San Antonio, TX
Wesley E. Wright, Wright Abshire, Attorneys - Bellaire, TX

2:50 pm

1.00 hr
0.25 hr guardianship

Ask the Judges

Hear a panel of seasoned probate judges respond to your frequently—and sometimes infrequently—asked questions regarding guardianships and decedent’s estates on jurisdiction and  procedure, including presiding in small counties where there are no county courts at law. 

Hon. Gladys B. Burwell, Senior Statutory Probate Judge - Friendswood, TX
Hon. Guy Herman, Travis County Probate Court #1 - Austin, TX
Hon. Steve M. King, Tarrant County Probate Court One - Fort Worth, TX
Hon. Kimberly Ann Willett Sullivan, Probate Judge - Galveston, TX

3:50 pm
Adjourn

UT Law CLE

2018 Estate Planning, Guardianship and Elder Law Conference

Faculty

Conference Faculty

Katherine C. Akinc
Brink Bennett Flaherty Golden
Austin, TX
Hon. Gladys B. Burwell
Senior Statutory Probate Judge
Friendswood, TX
Bryant Clayton
Texas Comptroller of Public Accounts
Austin, TX
David L. Cruz
Texas Comptroller of Public Accounts
Austin, TX
Hon. Donald W. Dowd
Cass County Court at Law
Linden, TX
Randy Drewett
Attorney at Law
Beaumont, TX
James A. Ehler
Office of the Chief Disciplinary Counsel, State Bar of Texas
San Antonio, TX
H. Clyde Farrell
Farrell, Burdett & Johnson 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
Hon. Steve M. King
Tarrant County Probate Court One
Fort Worth, TX
Richard Lavallo
Disability Rights Texas
Austin, TX
Renée C. Lovelace
The Lovelace Law Firm, P.C.
Austin, TX
Pi-Yi Mayo
Mayo & Poland PLLC
Baytown, TX
Marilyn G. Miller
Marilyn G Miller, Attorney at Law
Dripping Springs, 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
Patricia F. Sitchler
The Law Office of Patricia Flora Sitchler
La Vernia, TX
Hon. Kimberly Ann Willett Sullivan
Probate Judge
Galveston, TX
Lori Varnell
Tarrant County Criminal District Attorney's Office
Fort Worth, TX
Wesley E. Wright
Wright Abshire, Attorneys
Bellaire, TX

Planning Committee

H. Clyde Farrell—Chair
Farrell, Burdett & Johnson PLLC
Austin, TX
Joanna Jefferson—Director
The University of Texas School of Law
Austin, TX
Kelley M. Bentley
The Bentley Law Firm
Houston, TX
Bliss Burdett
Farrell, Burdett & Johnson PLLC
Austin, TX
Randy Drewett
Attorney at Law
Beaumont, TX
Tina R. Green
Capshaw Green, PLLC
Texarkana, TX
Hon. Guy Herman
Travis County Probate Court #1
Austin, TX
Mary Alice Jackson
Mary Alice Jackson, P.C.
Austin, TX
Hon. Steve M. King
Tarrant County Probate Court One
Fort Worth, 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
Mayo & Poland PLLC
Baytown, TX
Marilyn G. Miller
Marilyn G Miller, Attorney at Law
Dripping Springs, TX
Bryn A. Poland
Mayo & Poland PLLC
Baytown, TX
Elisa Dillard Rainey
Rainey & Rainey, Attorneys at Law LP
Waco, 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

2018 Estate Planning, Guardianship and Elder Law Conference

Credit Information

MCLE Credit

Texas
15.00 hrs  |  3.25 hrs Ethics  |  4.50 hrs Guardianship
Legal Specialization(s): Expected for Estate Planning and Probate Law, Expected for 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
15.00 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 – Expected
15.00 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
18.00 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
National Accounting CPE
18.00 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 Accounting CPE
18.00 hrs
Additional Information
The University of Texas School of Law (Provider #250) live conferences are presumptively approved by The Texas State Board of Public Accountancy for Texas Accounting CPE credit based on a 50-minute credit hour. Approved for general CPE credit only.

At the conference, you will need to sign in on the Accounting CPE Record of Attendance form at the registration desk. You will receive a Texas Accounting Certificate of Completion at the conference for your records. Self-report your CPE credit directly to TSBPA. UT Law CLE will maintain Attendance Records for four years.  
TX Guardianship Certification Board (GCB) – Expected

UT Law CLE

2018 Estate Planning, Guardianship and Elder Law Conference

Key Dates

Galveston

  • Last day for Individual early registration: Aug 1, 2018
    Add $50 for registrations received after this time
  • Last day for cancellation (full refund): Aug 3, 2018
  • Last day for cancellation (partial refund): Aug 6, 2018
    $50 processing fee applied

UT Law CLE

2018 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 through July 15, 2018 (subject to availability). 

Parking Information

Complimentary self-parking 

UT Law CLE

2018 Estate Planning, Guardianship and Elder Law Conference

Sponsors