21^st Annual

Estate Planning, Guardianship and Elder Law Conference

Galveston Aug 1-2, 2019 Moody Gardens
Conference Concluded

Buy

Related products: eConference Materials

PRESENTED BY
The University of Texas School of Law
Texas Chapter of the National Academy of Elder Law Attorneys

EVENT SPONSORS
Frost Wealth Advisors
Cadence Bank, Trust & Wealth Services
Evan S. Howell, Professional Engineer, Real Estate and Property Management

CONFERENCE SPONSORS
American National Bank of Texas
Bank of Texas
Keever Law PLLC/American Title Company of Houston
Krause Financial Services
Marc Whitehead and Associates, Attorneys at Law LLP
Texas Lawyers' Insurance Exchange

EXHIBITORS
Adaptive Driving Access
C&S Healthcare Services, Inc.
ElderCounsel
Elder Law Trio Press
Evergreen Private Care
InterActive Legal
Secured Alliance
South Central Chapter of Aging Life Care Association®
WealthMerge

Download Brochure (PDF)

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 what matters now when drafting a durable power of attorney in Financial Powers of Attorney: Do You Want Fries With That Will?.
Hear the latest legislative and agency updates, including a presentation by the Health and Human Services Commission (HHSC).
A closer look at investigating allegations of abuse and exploitation; including a bank’s process of reporting fraud, the APS investigation process, and ultimate resolution of and ramifications resulting from exploitation allegations.
Explore guardianship essentials, key issues, and alternatives—for up to 4.00 hours of Guardianship credit.
Discuss the Medicaid Estate Recovery Program (MERP), its rules, requirements, and exemptions, and hear practical guidance for practitioners facing MERP claims.
Get answers to your frequently—and sometimes infrequently—asked questions at the popular Ask the Experts panel.
Earn up to 3.00 hours of legal ethics credit.
New this year, join conference faculty and fellow colleagues at the Moody Gardens Aquarium for Thursday Evening's Networking Buffet and Reception sponsored by Frost Wealth Advisors.

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 2019 TX NAELA Summer Conference on July 31st! 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.

Event Schedule

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

Day 1 August 1, 2019
Day 2 August 2, 2019

Time

Credit

Subject

Speaker
Thursday Morning, Aug. 1, 2019
Presiding Officer:
H. Clyde Farrell, Farrell & Johnson PLLC - Austin, TX
7:30 am

Registration Opens

Includes continental breakfast.
New this Year! Guest Meal Package—$50

Have family joining you in Galveston? You can now purchase a guest meal package for them that includes Thursday and Friday's continental breakfasts and lunches.
8:20 am

Welcoming Remarks
8:30 am

0.75 hr

Financial Powers of Attorney: Do You Want Fries With That Will?

Drafting a statutory durable power of attorney used to be simple: You ask a couple questions, zap out the form, and bring it to the will signing ceremony with all the other documents. But these days we have to discuss compensation, co-agents, and hot powers. Even the location of the signing matters now. Can we design a form that works for all clients?

Dianne Reis, Attorney at Law - Plano, TX
9:15 am

0.75 hr

Estate Planning 101

A very practice oriented nuts & bolts overview / how-to / to-do for basic estate planning, from the initial contact, planning conference & terms of engagement, to the signing ceremony, exit letter & beyond, with forms, options and insights for what is and is not appropriate depending on the circumstances.

Bernard E. ("Barney") Jones, Attorney at Law - Houston, TX
10:00 am

Break
10:15 am

0.75 hr

Medicaid Update

Current status of the Texas Medicaid Program's policy of treating some (but not all) tax-deferred retirement accounts as exempt from counting as "resources"; and other recent changes in Medicaid law and policy that Texas attorneys planning estates of older clients need to know about.

H. Clyde Farrell, Farrell & Johnson PLLC - Austin, TX
11:00 am

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
11:45 am

0.75 hr

From Long Term Care Medicaid Policy to Fair Hearings

Hear a former Texas Health and Human Services Commission (HHSC) attorney, and current ALJ, give an overview of Medicaid Fair Hearings, including possible changes in the legislature and the implementation of such changes. Also, discuss documentary evidence for the hearings.

Shari L. Nichols, Texas Health and Human Services Commission - Austin, TX
12:30 pm

Break for Lunch

Included in registration.
Thursday Afternoon, Aug. 1, 2019
Presiding Officer:
Bryn A. Poland, Mayo & Poland PLLC - Baytown, TX
LUNCHEON PRESENTATION
Thank You to Our Luncheon Sponsor
Evan S. Howell, Professional Engineer, Real Estate and Property Management
12:50 pm

0.50 hr

Firearms in the Workplace

Get the latest legal insight on firearms in the workplace, including rights of employees and visitors vs. rights of employers; open vs. concealed carry; carry in offices/work areas vs. firearms in automobiles on company premises; enforcement issues pertaining to exclusion of firearms; and potential liability issues connected with either “carry’ or “don’t carry” rules.

Ross Asher Jr., Roberts Markel Weinberg Butler Hailey PC - Houston, TX
1:20 pm

Break
1:35 pm

0.50 hr

Sex, Drugs, Guns, Cars and Dementia

Cover how the unique aspects of sexual consent, firearm possession, drug use, and driving are impacted as cognitive function declines.

John K. Ross IV, Ross & Shoalmire LLP - Texarkana, TX
2:05 pm

0.50 hr

Drafting for Incapacity Definition in Trusts and Powers of Attorney

Examine the commonly-used definitions of incapacity, individually-created definitions of incapacity, and the pros and cons of using common definitions versus creative language.

Renée C. Lovelace, The Lovelace Law Firm, P.C. - Austin, TX
2:35 pm

1.00 hr
0.50 hr ethics
1.00 hr guardianship

Alternatives to Guardianship Including Supports and Services

An examination of the twin concepts of the doctrine of ‘less restrictive alternatives’ to guardianship and the concept of ‘supports and services’ and how the two interact to limit or obviate the need to create a guardianship.

Hon. Steve M. King, Senior Statutory Probate Judge - Fort Worth, TX
3:35 pm

Break
3:45 pm

0.75 hr
0.75 hr guardianship

Guardianship and Divorce

Learn when divorce is appropriate in a guardianship context, when a guardian is required for a divorce of an incapacitated person, and the appropriate court to hear a divorce action involving a guardianship.

Monica Ann Benson, Katten & Benson - Fort Worth, TX
4:30 pm

0.50 hr

The Medicaid Estate Recovery Program: What It Is, What It Isn’t, and How to Avoid It

Discuss the Medicaid Estate Recovery Program (MERP), its rules, requirements, and exemptions. The presentation will be geared to practical guidance for practitioners facing MERP claims.

Jennifer L. Coulter, Townsend Allala, Coulter, & Kludt, PLLC - El Paso, TX
5:00 pm

0.50 hr

The Trouble with Accountings: From Checklists to Traps

A practical review of issues and pitfalls related to demands for accountings and the response. How to best educate the client and properly respond.

Ellen Pearson Stewart, Barnes Lipscomb Stewart & Ott - Austin, TX
5:30 pm

Adjourn
6:00 pm

Aquarium Reception and Dinner

Bring your family to the aquarium for food and fun from 6:00 p.m. to 7:30 p.m!
Thank You to Our Aquarium Reception and Dinner Sponsor
Frost Wealth Advisors
Thursday Evening, Aug. 1, 2019
Aquarium Reception (Included in registration)
Aquarium Reception Additional Non-Registrant Guest—$30

Time

Credit

Subject

Speaker
Friday Morning, Aug. 2, 2019
Presiding Officer:
Kelley M. Bentley, The Bentley Law Firm - Houston, 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, Senior Statutory Probate Judge - Fort Worth, TX
10:00 am

Break
10:15 am

0.50 hr

Real Estate Owned with Others

An overview of the newly passed Uniform Partition of Heirs Property Act (UPHPA) and how it can impact the severance of jointly owned property.

Rishi Batra, Texas Tech University School of Law - Lubbock, TX
10:45 am

0.50 hr
0.25 hr ethics

Trustee/Guardian Resignation: How to Jump Ship

Get an overview of the resignation process generally including how to “jump ship” when no successor is named or available. Also, hear a discussion of discharge and to what extent resignation and/or discharge affects liability.

Christopher D. Jones, Sprouse Shrader Smith PLLC - Amarillo, TX
11:15 am

0.50 hr

Evolution of Trusts in Elder Law

An overview of how this traditional estate planning tool has been tailored to meet the distinctive needs of the Elder Law and Special Needs practitioner.

Marilyn G. Miller, Marilyn G. Miller, Attorney at Law - Dripping Springs, TX
11:45 am

Pick Up Lunch

Included in registration.
Friday Afternoon, Aug. 2, 2019
Presiding Officer:
Wesley E. Wright, Wright Abshire, Attorneys - Bellaire, TX
LUNCHEON PRESENTATION
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 & Johnson 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, Marilyn G. Miller, Attorney at Law - Dripping Springs, TX
1:05 pm

Exhibitor Announcements and Break
1:35 pm

0.50 hr

A Window into a Financial Institution’s World of Elder Financial Exploitation

There is not one industry worldwide that is prepared for the “Tsunami” coming down the pike when it comes to the millions of people who have already or are getting ready to roll into the senior category. Many services, including geriatric doctors, senior living and dementia/Alzheimer's’ facilities, and education resources to prepare seniors for changes coming in their life, are in short supply. Financial institutions are considered “first responders"—they have eyes and ears on senior customers most times long before anyone else. Learn about the red flags, the many variations of fraudsters that financial institutions see, the avenues that can be taken to help mitigate the exploitation, and the various ways of reporting exploitation to local, state, or federal agencies. Being PROACTIVE is everything in slowing down the tide!

Sandy Sullivan, Frost Bank - San Antonio, TX
2:05 pm

1.00 hr

When Exploitation Allegations Make Their Way to Adult Protective Services

The Texas Department of Family and Protective Services – Adult Protective Services (APS) is responsible for investigating allegations of abuse, neglect, and exploitation in Texas. In 2018, APS received 16,490 allegations of exploitation of the elderly and disabled in Texas. APS validated a small percentage of these allegations. Identify and explore the reasons for APS exploitation investigations, the investigation process, and ultimate resolution of and ramifications resulting from exploitation allegations.

Terry W. Hammond, Attorney at Law - Bryan, TX
Penelope T. Leuchtag, Texas Department of Family & Protective Services - Houston, TX
Mary McFaden, Harris County District Attorney Office - Houston, TX
3:05 pm

1.00 hr ethics

Elder Law Ethics Jeopardy

Cover various categories of ethical issues facing elder law attorneys, using the Texas Disciplinary Rules of Professional Conduct, where the answers are in the form of questions. Get ready to volunteer to play Elder Law Ethics Jeopardy!

Mary Alice Jackson, Mary Alice Jackson, P.C. - Austin, TX
Rebecca C. Morgan, Stetson University College of Law - Gulfport, FL
4:05 pm

Adjourn

Day 1 August 1, 2019
Day 2 August 2, 2019

Download Schedule

Conference Faculty

Ross Asher Jr.

Roberts Markel Weinberg Butler Hailey PC
Houston, TX

Rishi Batra

Texas Tech University School of Law
Lubbock, TX

Monica Ann Benson

Katten & Benson
Fort Worth, TX

Jennifer L. Coulter

Townsend Allala, Coulter, & Kludt, PLLC
El Paso, TX

H. Clyde Farrell

Farrell & Johnson PLLC
Austin, TX

Terry W. Hammond

Attorney at Law
Bryan, TX

Craig Hopper

Hopper Mikeska, PLLC
Austin, TX

Mary Alice Jackson

Mary Alice Jackson, P.C.
Austin, TX

Bernard E. ("Barney") Jones

Attorney at Law
Houston, TX

Christopher D. Jones

Sprouse Shrader Smith PLLC
Amarillo, TX

Hon. Steve M. King

Senior Statutory Probate Judge
Fort Worth, TX

Penelope T. Leuchtag

Texas Department of Family & Protective Services
Houston, TX

Renée C. Lovelace

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

Mary McFaden

Harris County District Attorney Office
Houston, TX

Marilyn G. Miller

Marilyn G. Miller, Attorney at Law
Dripping Springs, TX

Rebecca C. Morgan

Stetson University College of Law
Gulfport, FL

Shari L. Nichols

Texas Health and Human Services Commission
Austin, TX

Dianne Reis

Attorney at Law
Plano, TX

John K. Ross IV

Ross & Shoalmire LLP
Texarkana, TX

Ellen Pearson Stewart

Barnes Lipscomb Stewart & Ott
Austin, TX

Sandy Sullivan

Frost Bank
San Antonio, TX

Planning Committee

H. Clyde Farrell—Chair

Farrell & Johnson PLLC
Austin, TX

April Rogers—Director

The University of Texas School of Law
Austin, TX

Kelley M. Bentley

The Bentley Law Firm
Houston, TX

Hon. Gladys B. Burwell

Senior Statutory Probate Judge
Friendswood, TX

Randy Drewett

Attorney at Law
Beaumont, TX

Tina R. Green

Capshaw Green, PLLC
Texarkana, 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

Hon. Steve M. King

Senior Statutory Probate Judge
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

Paul Premack

The Premack Law Office
San Antonio, TX

Elisa Dillard Rainey

Rainey & Rainey, Attorneys at Law LP
Waco, TX

Nancy Sosa

Cadence Bank
Austin, TX

Wesley E. Wright

Wright Abshire, Attorneys
Bellaire, TX

Credit Info

Galveston

MCLE Credit

Texas – 15.00 hrs | 3.00 hrs Ethics | 4.00 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.

California – 15.00 hrs | 3.00 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.

Louisiana – 15.00 hrs | 3.00 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.

Oklahoma – 18.00 hrs | 3.50 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

Certified Financial Planner (CFP) – 18.00 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/

National Accounting CPE – 18.00 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.

TX Accounting CPE – 18.00 hrs

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 are welcome to sign in on the Accounting CPE Record of Attendance form at the registration desk, but we are now reporting all credit online. You will receive a Texas Accounting Certificate of Completion in Your Briefcase. Self-report your CPE credit directly to TSBPA. UT Law CLE will maintain Attendance Records for four years.

Contact us at accreditation@utcle.org if you have additional questions.

TX Guardianship Certification Board (GCB) – 15.00 hrs | 3.00 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 1-2, 2019 – Moody Gardens

Conference Concluded

Buy

Galveston

Individual
Last day for $595.00 Regular pricing: Jul 24, 2019

$645.00 for registrations received after this time

Group (5 registrants minimum)
Last day for $536.00 Regular pricing: Jul 24, 2019

$586.00 for registrations received after this time

Group (10 registrants minimum)
Last day for $476.00 Regular pricing: Jul 24, 2019

$526.00 for registrations received after this time

Last day for cancellation (full refund): Jul 26, 2019

$50 processing fee applied after this date

Last day for cancellation: Jul 29, 2019

Venue

Moody Gardens

Seven Hope Boulevard
Galveston, TX
888.388.8484 (reservations)

Accommodations

$199 room rate through July 8, 2019 (subject to availability).

To Make a Reservation Online:
Click the link below, choose your dates, and continue the booking process.
https://res.windsurfercrs.com/ibe/details.aspx?propertyid=14179&nights=1&checkin=07/30/2019&group=UT LAW 2019

To Make a Reservation over the Phone:
Please call the toll free reservations number; 888-388-8484 any time between 6:00 am and 12:00 am seven days a week. In order to get the special $199.00 rate, the caller must ask for the UT Estate Planning, Guardianship & Elder Block.

Parking Information

Complimentary self-parking

Our Sponsors

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

Frost Wealth Advisors

Our experience helping Texas companies and families dates back to 1868. We learned long ago that everyone has different goals and dreams, which is why we really get to know you and your needs. We work with you to create a customized plan for your financial well-being. With $31.7 billion in assets and $35.3 billion in trust, advisory and brokerage assets (as of March 31, 2019), Frost has the strength and size to provide a full range of financial services across banking, investments and insurance. That includes a variety of deposit, checking and loan products, as well as our sophisticated treasury management services, leasing, and state-of-the-art online and mobile banking. Frost also offers a variety of insurance and investment services including employee benefits, risk management, trust and estate planning, managed investments and brokerage services.

frostbank.com
Cadence Bank, Trust & Wealth Services

Cadence Bank’s Trust Services Division, formerly Encore Trust, has been serving the trust and wealth management needs of clients in Texas for more than 50 years, and today manages approximately $1.5 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
Evan S. Howell, Professional Engineer, Real Estate and Property Management

Evan Howell is a real estate broker in the greater Houston area with a passion for real estate and has been active since 1983. Evan champions his family owned business, which specializes in property management, probate sales, and real estate services. Evan S. Howell manages a diverse portfolio of commercial, residential, and single family homes in the greater Houston area with an unparalleled level of service and attention.
evanhowell.com
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
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 $38 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
Keever Law PLLC/American Title Company of Houston

Keever & Wiesenthal focuses on real estate, probate and estate planning preparation. We are unique in our ability to reconcile real estate issues within the context of a probate hearing or in the course of estate planning preparation. Partner Pam Keever is the Fee Attorney in our office for American Title Company of Houston. Therefore, we can address your probate, estate planning and real estate transactions with an eye towards realizing the benefit of your family’s largest asset.

Texas is a very unique state in terms of real estate law. Texas attorneys with probate and real estate knowledge can help you address issues, which might cause a legal delay in putting real property into the hands of your loved ones. Keever & Wiesenthal’s priority is to ensure that your family will not have to spend needless time and money to untangle your assets. keeverlaw.com
Krause Financial Services

Krause Financial Services is a pioneering, attorney-led financial services firm that specializes in crisis Medicaid planning through the use of Medicaid Compliant Annuities and other insurance products. With over 25 years of experience, we work with elder law attorneys and their clients to accelerate eligibility for benefits and provide relief from the financial hardship of long-term care.

Located just outside Green Bay, WI, we work with attorneys nationwide on their crisis planning cases. We work diligently to ensure we remain up-to-date on all state-specific Medicaid rules and regulations, and our staff of highly-trained Benefits Planners provide one-on-one support for every case our office encounters.
medicaidannuity.com
Marc Whitehead and Associates, Attorneys at Law LLP

Marc Whitehead & Associates, Attorneys at Law LLP is a disability law firm located in Houston. Practicing since 1992, we have helped thousands of disabled workers and veterans nationwide obtain the benefits they deserve in long-term disability claims, ERISA benefit claims, Social Security Disability claims, Veterans Disability claims and life insurance claims. disabilitydenials.com
Texas Lawyers' Insurance Exchange

Superior Legal Malpractice Insurance and Service
Founded in 1979, Texas Lawyers’ Insurance Exchange is owned and operated by Texas lawyers for Texas lawyers, and provides superior legal malpractice insurance and risk management services to thousands of Texas lawyers and judges. TLIE is committed to serving as a continuous source of professional liability insurance for Texas lawyers in good times and bad.

TLIE is honored to have been selected by the State Bar of Texas as its exclusive preferred provider of legal malpractice insurance in Texas. As a member-owned company, TLIE has returned over $54.3 million to its member insureds through superior underwriting and claim practices over the past 22 years.

Probate Bonds & More
Through its in-house agency, TLIE also offers competitive rates and superior service on probate bonds and other civil court bonds through its partner, The Bar Plan Surety Company (www.texas.onlinecourtbonds.com). Cyber security coverage, business owner’s policy, worker’s compensation and commercial auto insurance are also available.
tlie.org

21st Annual

Estate Planning, Guardianship and Elder Law Conference

Galveston Aug 1-2, 2019 Moody Gardens Conference Concluded

Buy

Related products: eConference Materials

Overview

Event Schedule

Thursday Morning, Aug. 1, 2019

Thursday Afternoon, Aug. 1, 2019

Thursday Evening, Aug. 1, 2019

Friday Morning, Aug. 2, 2019

Friday Afternoon, Aug. 2, 2019

Conference Faculty

Ross Asher Jr.

Rishi Batra

Monica Ann Benson

Jennifer L. Coulter

H. Clyde Farrell

Terry W. Hammond

Craig Hopper

Mary Alice Jackson

Bernard E. ("Barney") Jones

Christopher D. Jones

Hon. Steve M. King

Penelope T. Leuchtag

Renée C. Lovelace

Mary McFaden

Marilyn G. Miller

Rebecca C. Morgan

Shari L. Nichols

Dianne Reis

John K. Ross IV

Ellen Pearson Stewart

Sandy Sullivan

Planning Committee

H. Clyde Farrell—Chair

April Rogers—Director

Kelley M. Bentley

Hon. Gladys B. Burwell

Randy Drewett

Tina R. Green

Craig Hopper

Mary Alice Jackson

Joanna Jefferson

Hon. Steve M. King

Christina Lesher

Renée C. Lovelace

Pi-Yi Mayo

Marilyn G. Miller

Bryn A. Poland

Paul Premack

Elisa Dillard Rainey

Nancy Sosa

Wesley E. Wright

Credit Info

MCLE Credit

Other Credit

Key Dates

Venue

Moody Gardens

Accommodations

Parking Information

Our Sponsors

Stay in the loop with UT Law CLE

21^st Annual

Galveston Aug 1-2, 2019 Moody Gardens
Conference Concluded