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23rd Annual

Estate Planning, Guardianship and Elder Law Conference

Live Webcast Aug 5-6, 2021
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

EXCLUSIVE WEBCAST UNDERWRITER


CONFERENCE SPONSORS
American National Bank
Cadence Bank Trust & Asset Management
Legacy Enhancement Trust
Texas Lawyers' Insurance Exchange

EXHIBITORS
American National Bank & Trust
DocuBank
ElderCounsel

 
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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.
2021 highlights include:

  • Hear an update on new legislation impacting estate planning, guardianships, trusts and related practice areas. 
  • Insight into Paying for Home Care in the Pandemic and Beyond: Medicaid and VA Benefits.
  • Gain practice tips and discuss forms for the creation of a temporary guardianship and other emergency relief.
  • 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.
  • New This Year – Join us Friday morning for informative breakout discussions on the issues most relevant to your practice.
Following the conference, attendees will receive a bonus eSupplement to ensure practitioners can earn their required 15.00/3.00 Texas MCLE hours for the year.

  • Buy

Event Schedule

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

  • Day 1 August 5, 2021
  • Day 2 August 6, 2021
  • Time
    Credit
    Subject
    Speaker
  • Thursday Morning, Aug. 5, 2021
    Presiding Officer:
    Bryn A. Poland, Mayo & Poland PLLC - Baytown, TX
  • 8:00 am
    Virtual Exhibit Hall Opens
    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.

  • 8:30 am
    Welcoming Remarks

  • 8:40 am
    0.75 hr
    Estate Planning for Retirement Plans in View of the SECURE Act
    Understand the provisions of the SECURE Act that became effective January 1, 2020, and how the SECURE Act is likely to affect estate planning with respect to qualified employee benefit plans and IRAs.

    Karen S. Gerstner, Karen S Gerstner & Associates, P.C. - Houston, TX

  • 9:25 am
    10-Minute Break

  • 9:35 am
    0.75 hr
    What Every Estate Planner Needs to Know About Pooled Trusts
    Learn how special needs planning differs from elder law planning, the intersection of the two, and why a pooled trust might be an option for special needs beneficiaries. Explore what to consider when investigating pooled trusts and what differs about the remainder policies. Drafting tips will include how to give your clients the option to use a pooled trust even when creating a special needs trust as a part of the estate plan.

    Karen Dunivan Konvicka, Commonwealth Community Trust - Richmond, VA
    Materials By:
    Joanne Marcus, Commonwealth Community Trust - Richmond, VA

  • 10:20 am
    10-Minute Break

  • 10:30 am
    0.75 hr
    Legislative Update
    Update on new legislation impacting estate planning, guardianships, trusts and related practice areas. 

    Lauren Davis Hunt, Osborne, Helman, Knebel & Scott, LLP - Austin, TX

  • 11:15 am
    10-Minute Break

  • 11:25 am
    0.75 hr
    Medicaid Update
    Latest developments affecting planning and applications for Medicaid to pay for nursing home care and home care, including policies exempting certain retirement accounts from countable assets, how to deal with barriers to Medicaid home care, and status of Lady Bird Deeds and Transfer on Death Deeds

    H. Clyde Farrell, Farrell & Johnson PLLC - Austin, TX
    Meredith Ann Sullivan, Farrell & Johnson PLLC - Austin, TX

  • 12:10 pm
    Break for Lunch and Visit Exhibitors
    Presentations resume at 12:40 p.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.

  • Thursday Afternoon, Aug. 5, 2021
    Presiding Officer:
    Paul Premack, The Premack Law Office - San Antonio, TX
  • Luncheon Presentation
  • 12:40 pm
    0.50 hr
    Remote Execution of Documents: Lessons Learned from the Pandemic
    Review minimum execution requirements for common estate planning documents and why most can’t be signed electronically.  Also, the temporary orders allowing remote notarization of documents and logistics of getting the documents signed.

    William D. Pargaman, Brink Bennett Pargaman Atkins - Austin, TX

  • 1:10 pm
    10-Minute Break

  • 1:20 pm
    0.75 hr
    The Medicaid Exclusion for Business Property: Protecting Clients’ Farms, Ranches and Other Businesses
    Analyze how the attorney can become an invaluable guide in helping the client to traverse the often complicated rules regarding business property and the exemption of same in Medicaid cases.

    Benecia Flores, Petrosewicz Law Firm, P.C. - Richmond, TX
    Wesley E. Wright, Wright Abshire, Attorneys - Bellaire, TX

  • 2:05 pm
    10-Minute Break

  • 2:15 pm
    0.75 hr
    0.75 hr guardianship
    Temporary Guardianships and Other Emergency Relief in a Guardianship Proceeding
    Practice tips and forms for the creation of a temporary guardianship and other emergency relief.

    Kathleen Tanner Beduze, Crain Caton & James PC - Houston, TX

  • 3:00 pm
    10-Minute Break

  • 3:10 pm
    0.75 hr
    Paying for Home Care in the Pandemic and Beyond: Medicaid and VA Benefits
    A primer on the Medicaid programs that pay for home care (Star+Plus Waiver and Community Attendant Services) and on VA benefits that can help with home care (VA pension, Extended Care, Comprehensive Assistance for Family Caregivers).

    Christina Lesher, The Law Office of Christina Lesher, PC - Houston, TX
    Lori A. Leu, Leu & Peirce, PLLC - Plano, TX

  • 3:55 pm
    5-Minute Break

  • 4:00 pm
    1.00 hr
    0.50 hr ethics
    1.00 hr guardianship
    Alternatives to Guardianship Including Support Services
    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, including an update on capacity assessment tools.

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

  • 5:00 pm
    Adjourn

  • Time
    Credit
    Subject
    Speaker
  • Friday Morning, Aug. 6, 2021
    Presiding Officer:
    Kelley M. Bentley, The Bentley Law Firm - Sugar Land, TX
  • 7:30 am
    Virtual Exhibit Hall Opens
    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.

  • DISCUSSION BREAKOUTS Via Zoom (Select One)
  • Discussion Breakout Sessions
    Join us in Zoom for facilitator led discussion sessions on various Estate Planning, Guardianship and Elder Law topics. Topic selections are below and you may choose which session you will attend. Topics are subject to change before the conference. We will send additional information and instruction on how to join the Zoom meeting the week of the conference. Please note you will need to have the latest version of Zoom, you can find instructions on updating your Zoom client by using this link.

  • Breakout Room A: APS and Getting Action
  • 8:00 am
    0.50 hr
    APS and Getting Action
    Attorneys who practice in Estate Planning, Elder Law, and Guardianship Law will invariably encounter situations that will involve or otherwise implicate the involvement of the Texas Department of Family and Protective Services – Adult Protective Services. The presenter and attendees will discuss various options available to facilitate protection of adults who may be at risk of abuse, neglect and/or exploitation.

    Terry W. Hammond, Texas Guardianship Association - Bryan, TX

  • Breakout Room B: Medicare
  • 8:00 am
    0.50 hr
    All things Medicare
    Open discussion about any and all Medicare issues from application, coverage, costs, Medigap policies, or appeals of denial of benefits. If you have questions or issues about anything dealing with Medicare come join our discussion of all things Medicare.

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

  • Breakout Room C: Gun Trusts
  • 8:00 am
    0.50 hr
    Getting Started Drafting Gun Trusts, and Avoiding Lethal Pitfalls
    Discuss any aspects of drafting gun trusts for clients, from getting started in this area all the way to adding advanced features to your trusts. Talk about trusts formed to own ordinary guns, and those intended to own firearms regulated by the National Firearms Act.

    Sean P. Healy, Healy Law Offices, P.C. - Tyler, TX

  • MORNING SESSIONS Via Webcast Portal
  • 8:30 am
    10-Minute Break

  • 8:40 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

  • 9:40 am
    20-Minute Break to Visit Exhibitors
    https://utcle.org/conferences/ER21/exhibit-hall

  • 10:00 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

  • 11:00 am
    5-Minute Break

  • 11:05 am
    0.50 hr
    0.25 hr ethics
    Avoiding Fraud in Public Benefit Eligibility
    Learn the ethical and legal obligations of the attorney to avoid assisting fraud in public benefits eligibility. Consider ethical standards governing this area and criminal sanctions that could apply both to the client and the attorney involved in public benefits fraud. Also, explore different planning scenarios where fraud may be an issue and hear a practical discussion of practices intended to prevent assisting fraud.

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

  • 11:35 am
    Break for Lunch and Visit Exhibitors
    Presentations resume at 12:15 p.m.
    Last chance to visit with our exhibitors before prize drawings! https://utcle.org/conferences/ER21/exhibit-hall

  • Friday Afternoon, Aug. 6, 2021
    Presiding Officer:
    Nancy Sosa, Cadence Bank - Austin, TX
  • Luncheon Presentation
  • 12:15 pm
    0.50 hr
    Granny Had A Gun: Firearms in Estate Planning and Administration
    Explore legal issues, executor liability, transferring Title I and II weapons and discuss penalties.

    Craig S. Adams, Adams & Coker PC - Tyler, TX

  • 12:45 pm
    5-Minute Break

  • 12:50 pm
    0.50 hr
    What the Estate Planner Needs to Know About Trusts as Beneficiaries
    How does a practitioner draft for persons with disabilities when so much of the future is unknown?  This presentation will provide suggestions for building in flexibility for a beneficiary who may improve, decompensate, or do both.  Sample drafting provisions will be provided, including the use of stand-alone trusts; the authority to create contingent trusts, trust modification and reformation, and decanting provisions.

    Mary Alice Jackson, Boyer & Boyer P.A. - Sarasota, FL

  • 1:20 pm
    20-Minute Break Exhibitor Announcements

  • 1:40 pm
    0.50 hr
    I’m Responsible for What?! Counseling Your Clients About Utilizing a Corporate Fiduciary as a Trustee or Executor
    Selecting a fiduciary to administer a trust or estate is a decision that can have a lasting impact for your clients and their loved ones or intended beneficiaries. In many instances, utilizing a corporate fiduciary can provide several benefits and resources that a private fiduciary simply may not have at their disposal. Review common considerations for clients in deciding whether to appoint a corporate fiduciary or reserve the option to appoint a corporate fiduciary in the future.

    Anna María Méndez, Cadence Bank - Austin, TX
    Eric W. Nelson, Dawson Law LLP - Austin, TX

  • 2:10 pm
    10-Minute Break

  • 2:20 pm
    0.75 hr
    Customizing Ancillary Planning Documents for Death and Incapacity + The Use and Misuse of Revocable Trusts
    A practical guide to drafting the “ancillary” documents usually provided by Texas estate planning attorneys: Statutory Durable Power of Attorney, Medical Power of Attorney, Directive to Physicians, Declaration of Guardian, Appointment for Disposition of Remains, and HIPAA Release. Know the many options that should be offered and how to explain them to clients. Also, learn how to present the great debate on “will-based” vs. “trust-based” planning.       

    Tanya Eileen Feinleib, Langley and Banack, Inc. - San Antonio, TX
    Kimberly N. Loveland, Loveland | Grace | Hurley PLLC - Frisco, TX

  • 3:05 pm
    5-Minute Break

  • 3:10 pm
    0.75 hr
    0.25 hr ethics
    Representing Miss Daisy: Ethical Considerations When A Client Has Diminished Capacity, and Estate Planning for Incapacitated Individuals With Plenty of Actual Marbles (And Other Assets Too!)
    Clients sometimes wait until it might be (or is) a little too late to take certain actions in estate planning; however, all is not lost. Know how to successfully navigate new Disciplinary Rule 1.16 in representing clients with diminished capacity.  Also learn how create flexibility in planning to protect for the potential of incapacity and how to convert prior planning to fit the present needs of an incapacitated individual. 

    R. Shaun Rainey, Cotton, Bledsoe, Tighe & Dawson, PC - Midland, TX

  • 3:55 pm
    10-Minute Break

  • 4:05 pm
    1.00 hr
    0.25 hr ethics
    0.25 hr guardianship
    Ask the Experts
    Hear a panel of seasoned experts 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
    Renée C. Lovelace, The Lovelace Law Firm, P.C. - Austin, TX
    Marilyn G. Miller, Marilyn G. Miller, Attorney at Law - Dripping Springs, TX

  • 5:05 pm
    Adjourn

  • Day 1 August 5, 2021
  • Day 2 August 6, 2021
Download Schedule

Conference Faculty

Craig S. Adams

Adams & Coker PC
Tyler, TX

Kathleen Tanner Beduze

Crain Caton & James PC
Houston, TX

Karen Dunivan Konvicka

Commonwealth Community Trust
Richmond, VA

H. Clyde Farrell

Farrell & Johnson PLLC
Austin, TX

Tanya Eileen Feinleib

Langley and Banack, Inc.
San Antonio, TX

Benecia Flores

Petrosewicz Law Firm, P.C.
Richmond, TX

Karen S. Gerstner

Karen S Gerstner & Associates, P.C.
Houston, TX

Terry W. Hammond

Texas Guardianship Association
Bryan, TX

Sean P. Healy

Healy Law Offices, P.C.
Tyler, TX

John B. Henry III

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

Craig Hopper

Hopper Mikeska, PLLC
Austin, TX

Lauren Davis Hunt

Osborne, Helman, Knebel & Scott, LLP
Austin, 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, PLLC
Plano, TX

Renée C. Lovelace

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

Kimberly N. Loveland

Loveland | Grace | Hurley PLLC
Frisco, TX

Joanne Marcus

Commonwealth Community Trust
Richmond, VA

Pi-Yi Mayo

Mayo & Poland PLLC
Baytown, TX

John R. McNair

J. McNair Dallas Law P.C.
Dallas, TX

Anna María Méndez

Cadence Bank
Austin, TX

Marilyn G. Miller

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

Eric W. Nelson

Dawson Law LLP
Austin, TX

William D. Pargaman

Brink Bennett Pargaman Atkins
Austin, TX

R. Shaun Rainey

Cotton, Bledsoe, Tighe & Dawson, PC
Midland, TX

Meredith Ann Sullivan

Farrell & Johnson PLLC
Austin, TX

Wesley E. Wright

Wright Abshire, Attorneys
Bellaire, 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
Sugar Land, TX

Randy Drewett

Randy E. Drewett, P.C.
Beaumont, TX

Benecia Flores

Petrosewicz Law Firm, P.C.
Richmond, TX

Tina R. Green

The Arnold Companies
Texarkana, 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

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, PLLC
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

Nancy Sosa

Cadence Bank
Austin, TX

Meredith Ann Sullivan

Farrell & Johnson PLLC
Austin, TX

Wesley E. Wright

Wright Abshire, Attorneys
Bellaire, TX

Credit Info

  • Live Webcast
MCLE Credit
Toggle view Texas – 13.25 hrs  |  2.25 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.
Toggle view California – 13.25 hrs  |  2.25 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.
Toggle view Louisiana – 13.25 hrs  |  0.75 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.

 
Toggle view Oklahoma – 16.00 hrs  |  3.00 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.
Toggle view Pennsylvania – 13.00 hrs  |  2.00 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.
Toggle view Other States – 13.25 hrs  |  2.25 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
Toggle view Certified Financial Planner (CFP) – 15.50 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/
Toggle view TX Accounting CPE – 16.00 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.
Toggle view TX Guardianship Certification Board (GCB) – 13.25 hrs  |  2.25 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 – Aug 5-6, 2021
Conference Concluded
Buy
  • Live Webcast
Individual
Last day for $445.00 Regular pricing: Jul 1, 2021

$495.00 for registrations received after this time

Group (5 registrants minimum)
Last day for $400.00 Regular pricing: Jul 1, 2021

$400.00 for registrations received after this time

Group (10 registrants minimum)
Last day for $355.00 Regular pricing: Jul 1, 2021

$355.00 for registrations received after this time

Last day for cancellation (full refund): Jul 30, 2021

$50 processing fee applied after this date

Last day for cancellation: Aug 2, 2021

Our Sponsors

Visit the Virtual Exhibit Hall

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

  • Frost Wealth Advisors logo
    Frost Wealth Advisors
    Frost is the banking, investments and insurance subsidiary of Cullen/Frost Bankers, Inc. (NYSE: CFR), a financial holding company with $46.7 billion in assets at June 30, 2021. One of the 50 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.
    www.frostbank.com/personal/investments
  • American National Bank of Texas logo
    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! 
    www.anbtx.com
  • Cadence Bank Trust & Asset Management logo
    Cadence Bank Trust & Asset Management
    At Cadence, we believe that a customized wealth strategy plays a critical role in helping clients achieve a fulfilling life and lasting legacy. Averaging 20 years of experience each, our administrative advisors listen first to better understand our client’s definition of success, their goals and unique family dynamics. Whether it is planning for retirement, establishing a court-created or special needs trust, developing a customized investment strategy or transferring wealth to the next generation, Cadence’s innovative wealth management solutions can help clients overcome roadblocks and build a path to financial success. Cadence Trust & Asset Management has full-service office locations in Houston, Austin and Dallas. 
    cadencebank.com/products-and-services/wealth-management-services
  • Legacy Enhancement Trust logo
    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
  • Texas Lawyers' Insurance Exchange logo
    Texas Lawyers' Insurance Exchange
    Professional Liability Insurance, BOP, Civil Court Bonds and More - Texas Lawyers' Insurance Exchange (TLIE) has protected Texas lawyers since 1979 with exceptional, responsibly priced malpractice insurance and unrivaled customer service.  As a member-owned provider, TLIE is operated by a member-elected board of directors and, when its claims experience is favorable, TLIE gives money back to its policyholders. The State Bar of Texas selected TLIE as its exclusive Preferred Provider of professional liability insurance.
     
    TLPIA (a wholly-owned subsidiary of TLIE) offers other types of insurance that Texas lawyers need, including business owner’s policy, civil court bonds and cyber insurance. TLPIA has exclusive pricing (10% off standard rates) for BOP coverage. For a quote, please visit www.tlpia.com.  
     
    TLIE is offering 4 hours of free CLE at https://cle.tlie.org/ through December 31, 2021. Use coupon code FreeCLE at checkout.
     
    www.tlie.org/
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