University of Texas School of Law
22nd Annual
Estate Planning, Guardianship and Elder Law Conference
Live Webcast Jul 30-31, 2020
$595 Individual
$535 Group rate per person (5 registrants minimum)
$475 Group rate per person (10 registrants minimum)
Related products: eConferences, Materials
In response to current events, UT Law CLE has suspended live, in-person attendance for the 22nd Annual Estate Planning, Guardianship and Elder Law Conference.

However, this year’s conference will continue virtually, via Live Webcast, as currently scheduled on July 30-31, 2020 enabling currently registered attendees to receive timely information and meet their MCLE requirements. We will notify all registrants via email with options for transferring their registration to this live webcast or requesting credits/refunds, and will post regular updates on our website regarding this conference. For further inquiries, please contact our Customer Service Team at service@utcle.org.
PRESENTED BY
The University of Texas School of Law
Texas Chapter of the National Academy of Elder Law Attorneys

UNDERWRITER


SPONSORS
American National Bank of Texas
InterActive Legal
Krause Financial Services
Legacy Enhancement Trust

EXHIBITORS
The ABA Retirement Funds Program
CareFor
C&S Healthcare Services, Inc.
Elder Counsel
Elder Law Trio Press
South Central Chapter of Aging Life Care Association®
True Link Financial

UT Law CLE

2020 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. 
2020 highlights include:
  • Gain insight into the SECURE Act
  • Hear the latest developments affecting planning and applications for Medicaid to pay for nursing home care and home care, including new COVID-19 policies, in Medicaid Update.
  • Examine an overview of changes and suggested good practices in resolving MERP issues.
  • Review some of the ethical issues created by estate planning for blended families.
  • Explore guardianship essentials, key issues, and alternatives—for up to 4.00 hours of Guardianship credit.
  • Get answers to your frequently—and sometimes infrequently—asked questions at the popular Ask the Experts panel.
  • Earn up to 3.50 hours of legal ethics credit 

UT Law CLE

2020 Estate Planning, Guardianship and Elder Law Conference

7/6/20
Schedule

Thursday Morning

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

8:00 am
Welcoming Remarks

8:10 am

0.50 hr

Leaving IRAs to a Trust

Many clients have significant IRAs and 401(k)s, which we must plan for when preparing their estate plans. Learn the basic rules for naming a trust for children as a beneficiary of IRAs and 401(k)s, including Designated Beneficiary and Stretch IRA rules. Explore the requirements and impact of various trust options, including see-through, conduit, accumulation and special needs trusts.

Tresi Weeks, The Weeks Law Firm, PLLC - Plano, TX

8:40 am
5-Minute Break

8:45 am

0.50 hr

Feeling Insecure About Beneficiary Designations?

The SECURE Act took away the stretch-out for many IRA beneficiaries, while making it even harder to use what few options are left. Join us for a guide to the impossible.

Dianne Reis, Attorney at Law - Plano, TX

9:15 am
5-Minute Break

9:20 am

0.50 hr

Overview of Medicaid Planning

What non-elder law attorneys need to know about planning for long-term care. 

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

9:50 am
5-Minute Break

9:55 am

0.75 hr
0.25 hr ethics

Medicaid Update

Latest developments affecting planning and applications for Medicaid to pay for nursing home care and home care, including new COVID-19 policies, new policies exempting certain retirement accounts from countable assets, status of Lady Bird Deeds and Transfer on Death Deeds, current Medicare and Medicaid eligibility numbers, summary of all 109 Texas Medicaid programs (and 9 other means-tested benefits).

H. Clyde Farrell, Farrell & Johnson PLLC - Austin, TX
Marilyn G. Miller, Marilyn G. Miller, Attorney at Law - Dripping Springs, TX

10:40 am
5-Minute Break

10:45 am

0.75 hr
0.25 hr ethics

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

11:30 am
5-Minute Break

11:35 am

0.75 hr
0.50 hr ethics

Top Ten Medicaid Estate Recovery Issues - 2019 and Forward

Texas Health and Human Services Commission and Office of Inspector General-MERP resolved several MERP issues in 2019 and early 2020 but there are still outstanding issues that must be addressed by practitioners. The author will provide an overview of changes and suggested good practices in resolving MERP issues.

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

12:20 pm
Break for Lunch - Presentations Resume at 12:45

Thursday Afternoon

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

Luncheon Presentation

12:45 pm

0.50 hr

Reasons to Live in Sin After 65

Getting married later in life comes with a number of potentially negative consequences. Explore the bigger threats and possible solutions. 

John K. Ross IV, Ross & Shoalmire PLLC - Texarkana, TX

 
1:15 pm
5-Minute Break

1:20 pm

0.50 hr

E-Signing of Wills and Other Documents

On-Line Notary, Unsworn Declarations, and Remote signings during a pandemic and after. Examine how to get client documents signed in light of COVID-19 and beyond.  

Bryn A. Poland, Mayo & Poland PLLC - Baytown, TX
Co-Author:
William D. Pargaman, Saunders Norval Pargaman & Atkins, LLP - Austin, TX

1:50 pm
5-Minute Break

1:55 pm

1.00 hr
0.50 hr ethics
1.00 hr guardianship

Did I Do That? Understanding Supports and Services and Alternatives to Guardianship

Exploring the range of supports and services and alternatives to guardianship and a decision tree to determine the necessity of a guardianship in the continuum of care.

John B. Henry III, Law Office of John B. Henry, III, PLLC - Bellaire, TX

2:55 pm
5-Minute Break

3:00 pm

0.75 hr
0.75 hr guardianship

Waltzing Guardianships Across Texas

Learn the 5 W’s of transferring a guardianship within the boundaries of Texas.

Kelly M. Cross, Law Offices of Chris Pettit and Associates, P.C. - Seguin, TX

3:45 pm
5-Minute Break

3:50 pm

0.50 hr

Estate Planning For Blended Families

We live in a time when many estate planning clients don’t fit into the mold of the “traditional family” with one marriage and children from that marriage. Many clients are in second marriages with his kids, her kids, their kids, etc. It provides a challenging planning landscape. Review some of the ethical issues created by this planning, explore various planning techniques, as well as techniques to avoid, and techniques that might be better to address the potential conflicts associated with this situation.

John R. McNair, J. McNair Dallas Law P.C. - Dallas, TX

4:20 pm
5-Minute Break

4:25 pm

0.50 hr

Fixing Real Estate Headaches: Deeds, Trusts, and Title Issues

An overview of how to identify and address real estate issues unique to estate planners such erroneous deeds (possibly from years ago), chain of title errors, lost trusts, and more.

Christopher D. Jones, Sprouse Shrader Smith PLLC - Amarillo, TX

4:55 pm
5-Minute Break

5:00 pm

0.75 hr
0.25 hr ethics

Delusional Drafters and the Consequences for Tyrannized Trustees

Examine common drafting mistakes seen by trustees.

Lynnelle Loke Moore, Loke Moore Law, PLLC - San Antonio, TX
Nancy Sosa, Cadence Bank - Austin, TX

5:45 pm
Adjourn

Friday Morning

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

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
5-Minute Break

9:05 am

1.00 hr
0.50 hr ethics
1.00 hr guardianship

Role of the Ad Litem

A review 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

10:05 am
5-Minute Break

10:10 am

0.75 hr

Independent Administration Checklist for New Practitioners

A guide to opening an independent administration in both testate and intestate estates. Explore of the benefits and detriments of an independent administration in the post-COVID-19 world.

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

10:55 am
5-Minute Break

11:00 am

0.50 hr

Probate Avoidance – Non-Testamentary Planning Choice

Examine possible replies when your client says “I don’t want my family to suffer through a probate”. What options are available? Is probate ever the better choice?

Paul Premack, The Premack Law Office - San Antonio, TX

11:30 am
Break for Lunch - Presentations Resume at 11:55 a.m.

Friday Afternoon

Presiding Officer:
Christina Lesher, The Law Office of Christina Lesher, PC - Houston, TX

Luncheon Presentation

11:55 am

0.50 hr

How Clients Can Avoid Becoming a Burden on Devoted Children

When a client's children serve as caregivers, care coordinators, and fiduciaries, they face costs and risks not faced by a client’s other family members. Explore ways in which clients may be able to reduce risks or burdens to devoted children while protecting their own care and control.

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

 
12:25 pm
5-Minute Break

12:30 pm
Exhibitor Announcements

1:00 pm
5-Minute Break

1:05 pm

0.50 hr ethics

Out of the Woodwork: Unethical Practices by Geriatric Professionals

With the increase of an aging population, comes an increase in service providers willing and wanting to help older adults. Not every professional has the client's best interest in mind. A summary of professionals that may take advantage of clients and how to spot them will be discussed, as well as what type of credentialing the professionals should have.

Christina Lesher, The Law Office of Christina Lesher, PC - Houston, TX

1:35 pm
5-Minute Break

1:40 pm

0.75 hr

Bonds, Inventories, and Accountings

A practical overview of the statutory requirements for bonds, inventories and accountings, both annual and final, in supervised probate and guardianship proceedings.

Hon. Steve M. King, Senior Statutory Probate Judge - Fort Worth, TX

2:25 pm
5-Minute Break

2:30 pm

0.75 hr

When the Best Defense is a Good Offense

Has a client ever told you “it not complicated, I just need a simple will”? Explore some potential problems that might be avoided with careful drafting and what to do if you need to defend your client’s position. 

Marilyn G. Miller, Marilyn G. Miller, Attorney at Law - Dripping Springs, TX
Hon. Michael Newman, Harris County Probate Court No. 2 - Houston, TX

3:15 pm
5-Minute Break

3:20 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. Please submit your questions in advance to ConferenceQA@utcle.org.

Moderator:
H. Clyde Farrell, Farrell & Johnson PLLC - Austin, TX
Panelists:
Craig Hopper, Hopper Mikeska, PLLC - Austin, TX
Marilyn G. Miller, Marilyn G. Miller, Attorney at Law - Dripping Springs, TX

4:20 pm
Adjourn

UT Law CLE

2020 Estate Planning, Guardianship and Elder Law Conference

Faculty

Conference Faculty

Gerry W. Beyer
Texas Tech University School of Law
Lubbock, TX
Kelly M. Cross
Law Offices of Chris Pettit and Associates, P.C.
Seguin, TX
H. Clyde Farrell
Farrell & Johnson PLLC
Austin, TX
John B. Henry III
Law Office of John B. Henry, III, PLLC
Bellaire, TX
Hon. Guy Herman
Travis County Probate Court #1
Austin, TX
Craig Hopper
Hopper Mikeska, PLLC
Austin, TX
Christopher D. Jones
Sprouse Shrader Smith PLLC
Amarillo, TX
Hon. Steve M. King
Senior Statutory Probate Judge
Fort Worth, TX
Christina Lesher
The Law Office of Christina Lesher, PC
Houston, TX
Lynnelle Loke Moore
Loke Moore Law, PLLC
San Antonio, TX
Renée C. Lovelace
The Lovelace Law Firm, P.C.
Austin, TX
Pi-Yi Mayo
Mayo & Poland PLLC
Baytown, TX
John R. McNair
J. McNair Dallas Law P.C.
Dallas, TX
Marilyn G. Miller
Marilyn G. Miller, Attorney at Law
Dripping Springs, TX
Hon. Michael Newman
Harris County Probate Court No. 2
Houston, TX
William D. Pargaman
Saunders Norval Pargaman & Atkins, LLP
Austin, 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
Dianne Reis
Attorney at Law
Plano, TX
John K. Ross IV
Ross & Shoalmire PLLC
Texarkana, TX
Patricia F. Sitchler
The Law Office of Patricia Flora Sitchler
La Vernia, TX
Nancy Sosa
Cadence Bank
Austin, TX
Tresi Weeks
The Weeks Law Firm, PLLC
Plano, 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
Tina R. Green
Capshaw Green, PLLC
Texarkana, TX
Mary Alice Jackson
Boyer & Boyer P.A.
Sarasota, FL
Hon. Steve M. King
Senior Statutory Probate Judge
Fort Worth, TX
Christina Lesher
The Law Office of Christina Lesher, PC
Houston, TX
Lori A. Leu
Leu & Peirce
Plano, TX
Renée C. Lovelace
The Lovelace Law Firm, P.C.
Austin, TX
Pi-Yi Mayo
Mayo & Poland PLLC
Baytown, TX
John R. McNair
J. McNair Dallas Law P.C.
Dallas, 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
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

2020 Estate Planning, Guardianship and Elder Law Conference

Credit Information

MCLE Credit

Texas
15.00 hrs  |  3.50 hrs Ethics  |  4.00 hrs Guardianship
Legal Specialization(s): Estate Planning and Probate Law, Tax Law
Additional Information
UT Law CLE will report credit to the State Bar of Texas on your behalf. If you are claiming credit in the last week of your birth month, self-report your credit directly to the State Bar of Texas at texasbar.com. A Certificate of Completion will be emailed to you upon claiming credit.
California
15.00 hrs  |  3.50 hrs Ethics
Additional Information
Self-report your CLE credit directly to the State Bar of California at calbar.ca.gov. Print and keep the Certificate of Completion for your records. A Certificate of Completion will be emailed to you upon claiming credit.
Louisiana
15.00 hrs  |  3.50 hrs Ethics
Additional Information
​PLEASE NOTE: for Louisiana, the maximum that an attorney can claim for an online course is 4.00 hours. To claim Louisiana MCLE credit, Louisiana credit option must be selected PRIOR to viewing the live webcast. Upon claiming credit, a Certificate of Completion will be emailed to you. 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  |  4.00 hrs Ethics
Additional Information
The University of Texas School of Law (Provider #169) live webcast presentations meet the requirements and are presumptively approved by the Oklahoma Bar Association for MCLE credit based on a 50-minute credit hour. This accreditation requires attendance verification. In compliance with the rules, UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. The response record is detailed on the Certificate of Completion.

To claim Oklahoma MCLE credit, Oklahoma credit option must be selected PRIOR to viewing the live webcast. Upon claiming credit, a Certificate of Completion will be emailed to you. UT Law CLE will report credit on your behalf to the Oklahoma Bar Association within 30 days after the webcast.
Pennsylvania
15.00 hrs  |  3.50 hrs Ethics
Additional Information
UT Law CLE is an approved provider of Pennsylvania credit, sponsor #236. Attorney attendance will be reported to Pennsylvania within 2 weeks of the webcast conclusion. Attorneys are not able to report this credit on their own, and UT Law CLE pays all associated fees for the credit hours. Contact Laura Tolin, ltolin@law.utexas.edu, if you have additional questions.
Other States
15.00 hrs  |  3.50 hrs Ethics
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 to ensure it will qualify for self-reporting your credits.

To claim Other States MCLE credit, Other States credit option must be selected PRIOR to viewing the live webcast. Upon claiming credit, a Certificate of Completion will be emailed to you.

This accreditation requires attendance verification. UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. The response record is detailed on the Certificate of Completion .

MCLE credit is presented based on a 60-minute credit hour. 

Other Credit

Certified Financial Planner (CFP)
18.00 hrs
TX Accounting CPE
18.00 hrs
Additional Information
The University of Texas School of Law (Provider #250) live webcast presentations meet the requirements and 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.

This accreditation requires attendance verification. In compliance with the rules, UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. The response record is detailed on the Certificate of Completion.

To claim Texas Accounting CPE credit, the Texas Accounting CPE credit option must be selected PRIOR to viewing the live webcast. Upon claiming credit, a Certificate of Completion will be emailed to you. Self-report your CPE credit directly to the Texas State Board of Public Accountancy.

Contact Laura Tolin, ltolin@law.utexas.edu, if you have additional questions.
TX Guardianship Certification Board (GCB) – Expected
15.00 hrs  |  3.50 hrs Ethics

MCLE Credit

Texas
15.00 hrs  |  3.50 hrs Ethics  |  4.00 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
15.00 hrs  |  3.50 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
15.00 hrs  |  3.50 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
15.00 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
17.50 hrs
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.  

Contact Laura Tolin, ltolin@law.utexas.edu, if you have additional questions.
TX Guardianship Certification Board (GCB) – Expected
15.00 hrs  |  3.50 hrs Ethics

UT Law CLE

2020 Estate Planning, Guardianship and Elder Law Conference

Key Dates

Live Webcast

  • Last day for Individual early registration: Jul 30, 2020
    Add $0 for registrations received after this time
  • Last day for Group (5 registrants minimum) early registration: Jul 30, 2020
    Add $0 for registrations received after this time
  • Last day for Group (10 registrants minimum) early registration: Jul 30, 2020
    Add $0 for registrations received after this time
  • Last day for cancellation (full refund): Jul 24, 2020
  • Last day for cancellation (partial refund): Jul 27, 2020
    $50 processing fee applied

UT Law CLE

2020 Estate Planning, Guardianship and Elder Law Conference

Hotel / Venue

UT Law CLE

2020 Estate Planning, Guardianship and Elder Law Conference

Sponsors