22^nd Annual

Estate Planning, Guardianship and Elder Law Conference

Live Webcast Jul 30-31, 2020
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

UNDERWRITER

SPONSORS
Cadence Bank, NA, Trust and Assessment Management
American National Bank of Texas
InterActive Legal
Krause Financial Services
Legacy Enhancement Trust

EXHIBITORS
The ABA Retirement Funds Program
CareFor
Elder Counsel
Elder Law Trio Press
South Central Chapter of Aging Life Care Association®
True Link Financial

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.
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

Event Schedule

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

Day 1 July 30, 2020
Day 2 July 31, 2020

Time

Credit

Subject

Speaker
Thursday Morning, July 30, 2020
Presiding Officer:
H. Clyde Farrell, Farrell & Johnson PLLC - Austin, TX
7:30 am

Virtual Exhibit Hall Open- Remember you can visit with our exhibitors face to face in Zoom as well!

Please take time to visit our sponsors and exhibitors in the virtual exhibit hall. You have the opportunity to meet with sponsors and exhibitors in our Zoom room to hear about their products and services and also possibly win some great prizes.
8:00 am

Welcoming Remarks

Thank You to Our Exclusive Webcast Sponsor:
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

Please take time to visit our sponsors and exhibitors in the virtual exhibit hall. You have the opportunity to meet with sponsors and exhibitors in our Zoom room to hear about their products and services and also possibly win some great prizes.
Thursday Afternoon, July 30, 2020
Presiding Officer:
Renée C. Lovelace, The Lovelace Law Firm, P.C. - Austin, TX
Thank You to Our Premier Sponsor:
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

Time

Credit

Subject

Speaker
Friday Morning, July 31, 2020
Presiding Officer:
Wesley E. Wright, Wright Abshire, Attorneys - Bellaire, TX
7:30 am

Virtual Exhibit Hall Open

Please take time to visit our sponsors and exhibitors in the virtual exhibit hall. You have the opportunity to meet with sponsors and exhibitors in our Zoom room to hear about their products and services and also possibly win some great prizes.
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.

Please take time to visit our sponsors and exhibitors in the virtual exhibit hall. You have the opportunity to meet with sponsors and exhibitors in our Zoom room to hear about their products and services and also possibly win some great prizes.
Friday Afternoon, July 31, 2020
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

Day 1 July 30, 2020
Day 2 July 31, 2020

Download Schedule

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

Credit Info

Live Webcast

MCLE Credit

Texas – 15.00 hrs | 3.50 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 Completion will be emailed to you upon claiming credit. 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 | 3.50 hrs Ethics

To claim California MCLE credit, California credit option must be selected PRIOR to viewing the live webcast. This accreditation requires attendance verification. UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. Verification pop-ups will NOT display when the webcast video player is in "full screen" mode. Furthermore, the notification sound effect alerting pop-ups, will NOT play on mobile devices. We recommend viewing from a computer, as opposed to a mobile device, should MCLE credit, other than Texas, be needed. The response record is detailed on the Certificate of Completion.

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.

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

Louisiana – 15.00 hrs | 3.50 hrs Ethics

To claim Louisiana MCLE credit, Louisiana credit option must be selected PRIOR to viewing the live webcast. This accreditation requires attendance verification. UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. Verification pop-ups will NOT display when the webcast video player is in "full screen" mode. Furthermore, the notification sound effect alerting pop-ups, will NOT play on mobile devices. We recommend viewing from a computer, as opposed to a mobile device, should MCLE credit, other than Texas, be needed. The response record is detailed on the Certificate of Completion.

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.

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

Oklahoma – 18.00 hrs | 4.00 hrs Ethics

To claim Oklahoma MCLE credit, Oklahoma credit option must be selected PRIOR to viewing the live webcast. This accreditation requires attendance verification. UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. Verification pop-ups will NOT display when the webcast video player is in "full screen" mode. Furthermore, the notification sound effect alerting pop-ups, will NOT play on mobile devices. We recommend viewing from a computer, as opposed to a mobile device, should MCLE credit, other than Texas, be needed. The response record is detailed on the Certificate of Completion.

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. 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

To claim Pennsylvania MCLE credit, Pennsylvania credit option must be selected PRIOR to viewing the live webcast. This accreditation requires attendance verification. UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. Verification pop-ups will NOT display when the webcast video player is in "full screen" mode. Furthermore, the notification sound effect alerting pop-ups, will NOT play on mobile devices. We recommend viewing from a computer, as opposed to a mobile device, should MCLE credit, other than Texas, be needed. The response record is detailed on the Certificate of Completion.

UT Law CLE is an approved provider of Pennsylvania credit, sponsor #236. Attorney attendance will be reported to Pennsylvania within 2 weeks after credit is claimed and submitted. Attorneys are not able to report this credit on their own, and UT Law CLE pays all associated fees for the credit hours. Contact us at accreditation@utcle.org if you have additional questions.

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

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. You must claim and certify your credit online in Your Briefcase, you will then be provided a Certificate of Attendance for your records and to provide to other licensing authorities as needed.

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

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

UT Law CLE is a provider of NASBA Group-Live credit only, which excludes online offerings. If you need Accounting credit in any state other than Texas, please review the self-reporting guidelines on the NASBA website to confirm your ability to self-report credit from the live webcast. You may use the CPA – Other States certificate to provide to the states you need. Texas Accounting CPE is approved for self-reporting for both delivery methods, in-person and webcast. Please contact us at accreditation@utcle.org if you have additional questions.

TX Accounting CPE – 18.00 hrs

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

TX Guardianship Certification Board (GCB) – 15.00 hrs | 3.50 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

Live Webcast – Jul 30-31, 2020

Conference Concluded

Buy

Live Webcast

Individual
Last day for $595.00 Regular pricing: Jul 30, 2020

$595.00 for registrations received after this time

Group (5 registrants minimum)
Last day for $535.00 Regular pricing: Jul 30, 2020

$535.00 for registrations received after this time

Group (10 registrants minimum)
Last day for $475.00 Regular pricing: Jul 30, 2020

$475.00 for registrations received after this time

Last day for cancellation (full refund): Jul 24, 2020

$50 processing fee applied after this date

Last day for cancellation: Jul 27, 2020

Our Sponsors

Visit the Virtual Exhibit Hall

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

Frost Wealth Advisors

Frost is the banking, investments and insurance subsidiary of Cullen/Frost Bankers, Inc. (NYSE: CFR), a financial holding company with $34.1 billion in assets at March 31, 2020. One of the 60 largest U.S. banks by asset size, Frost provides a full range of banking, investments and insurance services to businesses and individuals in the Austin, Corpus Christi, Dallas, Fort Worth, Houston, Permian Basin, Rio Grande Valley and San Antonio regions. Founded in 1868, Frost has helped Texans with their financial needs during three centuries. For more information, visit www.frostbank.com.
frostbank.com
Cadence Bank, NA, Trust & Asset Management

Cadence Bank’s Trust & Asset Management Division, has been serving the trust and wealth management needs of clients in Texas for more than 50 years. Whether building, managing or transitioning your assets, our talented professionals can help you at every stage. Averaging 20 years’ experience each, our administrative team can advise you on wealth strategies, estate and trust development and administration, 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 & Asset Management has two locations in Houston, as well as full-service offices in Austin and Dallas.

cadencebank.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
InterActive Legal

InterActive Legal is the premier Knowledge Company for lawyers specializing in Elder Law, Estate, and Special Needs Planning. The company provides smart document drafting tools—Wealth Transfer Planning, Essential Estate Planning, and Elder Law Planning as part of the highest quality practice resources, elite discussion forums, a practitioner referral network, and more. For more information, visit us at InterActiveLegal.com, or contact us at sales@interactivelegal.com or (321) 252-0100. interactivelegal.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
Legacy Enhancement Trust

Legacy Enhancement is a national non-profit corporation established to assist individuals who are disabled or have special needs. The goal of our special needs trust is to protect you and your loved ones’ current and future assets by managing funds for supplemental needs and enriching your overall quality of life. Your trust fund will be professionally managed and invested to provide long-lasting security and support. We strive to retain any public entitlements you or your loved one are owed, and work to assist with the needs not covered by benefits or insurance. Legacy Enhancement can assist you with every aspect involved in trust administration; including establishment of the trust, funds disbursement and bill pay, nurse care management, benefits coordination, and much more. legacyenhancement.org

22nd Annual

Estate Planning, Guardianship and Elder Law Conference

Live Webcast Jul 30-31, 2020 Conference Concluded

Buy

Related products: eConference Materials

Overview

Event Schedule

Thursday Morning, July 30, 2020

Thursday Afternoon, July 30, 2020

Friday Morning, July 31, 2020

Friday Afternoon, July 31, 2020

Conference Faculty

Gerry W. Beyer

Kelly M. Cross

H. Clyde Farrell

John B. Henry III

Hon. Guy Herman

Craig Hopper

Christopher D. Jones

Hon. Steve M. King

Christina Lesher

Lynnelle Loke Moore

Renée C. Lovelace

Pi-Yi Mayo

John R. McNair

Marilyn G. Miller

Hon. Michael Newman

William D. Pargaman

Bryn A. Poland

Paul Premack

Elisa Dillard Rainey

Dianne Reis

John K. Ross IV

Patricia F. Sitchler

Nancy Sosa

Tresi Weeks

Planning Committee

H. Clyde Farrell—Chair

April Rogers—Director

Kelley M. Bentley

Tina R. Green

Mary Alice Jackson

Hon. Steve M. King

Christina Lesher

Lori A. Leu

Renée C. Lovelace

Pi-Yi Mayo

John R. McNair

Marilyn G. Miller

Bryn A. Poland

Paul Premack

Elisa Dillard Rainey

Patricia F. Sitchler

Nancy Sosa

Wesley E. Wright

Credit Info

MCLE Credit

Other Credit

Key Dates

Our Sponsors

Stay in the loop with UT Law CLE

22^nd Annual

Live Webcast Jul 30-31, 2020
Conference Concluded