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

  • Time
    Credit
    Subject
    Speaker
  • Thursday Morning
    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

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

    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.
  • 8:40 am
    5-Minute Break

  • 8:45 am
    0.50 hr
    Feeling Insecure About Beneficiary Designations?

    Dianne Reis, Attorney at Law - Plano, TX

    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.
  • 9:15 am
    5-Minute Break

  • 9:20 am
    0.50 hr
    Overview of Medicaid Planning

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

    What non-elder law attorneys need to know about planning for long-term care. 
  • 9:50 am
    5-Minute Break

  • 9:55 am
    0.75 hr
    0.25 hr ethics
    Medicaid Update

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

    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).
  • 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

    Elisa Dillard Rainey, Rainey & Rainey, Attorneys at Law LP - Waco, TX
    Materials By:
    Gerry W. Beyer, Texas Tech University School of Law - Lubbock, TX

    Discuss recent judicial developments relating to the Texas law of intestacy, wills, estate administration, trusts, and other estate planning matters.
  • 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

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

    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.
  • 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
    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

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

    Getting married later in life comes with a number of potentially negative consequences. Explore the bigger threats and possible solutions. 
  • 1:15 pm
    5-Minute Break

  • 1:20 pm
    0.50 hr
    E-Signing of Wills and Other Documents

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

    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.  
  • 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

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

    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.
  • 2:55 pm
    5-Minute Break

  • 3:00 pm
    0.75 hr
    0.75 hr guardianship
    Waltzing Guardianships Across Texas

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

    Learn the 5 W’s of transferring a guardianship within the boundaries of Texas.
  • 3:45 pm
    5-Minute Break

  • 3:50 pm
    0.50 hr
    Estate Planning For Blended Families

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

    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.
  • 4:20 pm
    5-Minute Break

  • 4:25 pm
    0.50 hr
    Fixing Real Estate Headaches: Deeds, Trusts, and Title Issues

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

    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.
  • 4:55 pm
    5-Minute Break

  • 5:00 pm
    0.75 hr
    0.25 hr ethics
    Delusional Drafters and the Consequences for Tyrannized Trustees

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

    Examine common drafting mistakes seen by trustees.
  • 5:45 pm
    Adjourn

  • Time
    Credit
    Subject
    Speaker
  • Friday Morning
    Presiding Officer:
    Wesley E. Wright, Wright Abshire, Attorneys - Bellaire, TX
  • 7:30 am

    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

    Craig Hopper, Hopper Mikeska, PLLC - Austin, TX

    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.
  • 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

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

    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.
  • 10:05 am
    5-Minute Break

  • 10:10 am
    0.75 hr
    Independent Administration Checklist for New Practitioners

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

    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.
  • 10:55 am
    5-Minute Break

  • 11:00 am
    0.50 hr
    Probate Avoidance – Non-Testamentary Planning Choice

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

    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?
  • 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
    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

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

    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.
  • 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

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

    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.
  • 1:35 pm
    5-Minute Break

  • 1:40 pm
    0.75 hr
    Bonds, Inventories, and Accountings

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

    A practical overview of the statutory requirements for bonds, inventories and accountings, both annual and final, in supervised probate and guardianship proceedings.
  • 2:25 pm
    5-Minute Break

  • 2:30 pm
    0.75 hr
    When the Best Defense is a Good Offense

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

    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. 
  • 3:15 pm
    5-Minute Break

  • 3:20 pm
    1.00 hr
    0.25 hr ethics
    0.25 hr guardianship
    Ask the Experts

    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

    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.
  • 4:20 pm
    Adjourn

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

MCLE Credit
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.
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.
​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.
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.
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.
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
No Additional Credit 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.

Key Dates

Live Webcast – Jul 30-31, 2020
Conference Concluded
Galveston - CANCELED – Jul 30-31, 2020 – Moody Gardens
Conference Concluded
Buy
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

$50 processing fee applied after this date

Last day for cancellation: Jul 27, 2020

Subscribe to Our Hooked on CLE Monthly Newsletter