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24th Annual

Estate Planning, Guardianship and Elder Law Conference

Galveston Aug 4-5, 2022 Moody Gardens
Conference Concluded
Live Webcast Aug 4-5, 2022
Conference Concluded
Buy
Related products: eConference Materials
PRESENTED BY
The University of Texas School of Law
Texas Chapter of the National Academy of Elder Law Attorneys

EVENT SPONSORS
Cadence Bank Trust & Asset Management 
Frost Wealth Advisors
American National Bank of Texas - Trust Dept.
American National Bank & Trust
Bank of Texas

EXCLUSIVE WEBCAST SPONSOR 
Austin Trust Company

CONFERENCE SPONSORS 
CareFor
Evan Howell Properties
Keever Law PLLC/American Title Company of Houston
Legacy Enhancement Trust 

EXHIBITORS
ElderCounsel LLC
Elder Law Trio Press
Innovative Reverse Mortgages
Krause Financial Services
Merill Lynch- The Special Needs Team
National Care Advisors
Richey Insurance Agency
Texas ABLE Program – A Savings Program for Texans with Disabilities

 

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.
2022 highlights include:

  • Hear the latest developments affecting planning and applications for Medicaid to pay for nursing home care and home care in Medicaid Update.
  • Test your knowledge of ethics rules in estate planning and probate in Ethics Jeopardy.
  • Address strategic planning for attorneys who counsel clients and their families seeking practical resolution of small crimes and misdemeanors related to aging, dementia, and/or mental health issues.
  • Review the rules that require attorneys to preserve client confidentiality and the often-overlooked rules that sometimes authorize and even require attorneys to disclose otherwise, confidential information in To Blab or Not to Blab.
  • Explore guardianship essentials, key issues, and alternatives—for up to 4.00 hours of Guardianship credit – including The Duty of Investment for Guardians of the Estate, Alternatives to Guardianship including Support Services, Role of the Guardian, and Role of the Ad Litem.
  • Get answers to your frequently—and sometimes infrequently—asked questions at the popular Ask the Experts panel.
  • Join conference faculty and fellow colleagues at the Thursday Evening Networking Reception.
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.

This conference is informative and informal—attendees and faculty are encouraged to dress “beach casual” and bring the family to enjoy Moody Gardens on Galveston Island!

Are you a TX NAELA Member? Come a day early and attend the 2022 TX NAELA Summer Conference on August 3rd! The Summer Conference is open ONLY to TX NAELA Members. 

TX NAELA Members with a paid 2022 Estate Planning, Guardianship and Elder Law Conference registration can attend the 2022 NAELA Summer Conference for free! Click here to get the special Member Rate when you jointly register for both conferences.

  • Buy

Event Schedule

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

  • Day 1 August 4, 2022
  • Day 2 August 5, 2022
  • Time
    Credit
    Subject
    Speaker

  • Thursday Morning, Aug. 4, 2022

    Presiding Officer:
    H. Clyde Farrell, Farrell & Johnson PLLC - Austin, TX
  • 7:30 am
    Galveston Only
    Registration and Exhibit Hall Opens
    Includes continental breakfast. 

  • Thank You to Our Webcast Sponsor

    Austin Trust Company logo


  • Galveston Only
    Thank You to Our Breakfast Sponsor

    Cadence Bank Trust & Asset Management logo


  • Galveston Only
    Guest Meal Package—$50
    Have family joining you in Galveston? You can now purchase a guest meal package for them that includes Thursday and Friday's continental breakfasts and lunches. 

  • 8:20 am
    Welcoming Remarks

  • 8:30 am
    0.50 hr
    You Never Give Me Your Money, You Only Give Me Your Funny Paper: Adventures in Will Drafting
    Practice pitfalls, stupid testator tricks, and everything else that can go wrong before a will gets successfully drafted, executed, and probated. Join the speaker on a tour of cringe. Learn a thing or two about how to stop the damage. But no promises.

    Dianne Reis, Attorney at Law - Plano, TX

    Dianne Reis, Attorney at Law - Plano, TX

  • 9:00 am
    0.75 hr
    Medicaid Update
    Latest developments affecting planning and applications for Medicaid to pay for nursing home care and home care.

    H. Clyde Farrell, Farrell & Johnson PLLC - Austin, TX
    Meredith Ann Sullivan, Farrell & Johnson PLLC - Austin, TX
    Co-Author:
    Marilyn G. Miller, Marilyn G. Miller, Attorney at Law - Dripping Springs, TX
    Materials By:
    Julie Ann Ezell-Perez, Ezell & Ezell, PLLC - Harlingen, TX
    Benecia Flores, Petrosewicz Law Firm, P.C. - Richmond, TX

    H. Clyde Farrell, Farrell & Johnson PLLC - Austin, TX
    Meredith Ann Sullivan, Farrell & Johnson PLLC - Austin, TX
    Co-Author:
    Marilyn G. Miller, Marilyn G. Miller, Attorney at Law - Dripping Springs, TX
    Materials By:
    Julie Ann Ezell-Perez, Ezell & Ezell, PLLC - Harlingen, TX
    Benecia Flores, Petrosewicz Law Firm, P.C. - Richmond, TX

  • 9:45 am
    0.75 hr
    Paying for Home Care and Arranging Home Care
    Most clients want to stay at home for as long as possible as they age or if they become disabled. Funding care at home requires understanding of the different rules for home care using Veterans Benefits, Medicaid, Medicare, reverse mortgages, and long-term care insurance, as well as how the complexity of the interplay between the programs. A discussion of the wait time or interest list of the programs, as well as the approximate hours of benefits will be included. 

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

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

  • 10:30 am
    15-Minute Break to Visit Exhibitors


  • Galveston Only
    Thank You to Our Break Sponsor
    Bank of Texas logo

  • 10:45 am
    0.75 hr
    Utilizing Business Entities to Protect Your Business Assets
    Individuals all too often fail to properly separate their personal affairs from their family business, and this can be disastrous when it comes to asset protection and wealth preservation. The proper use of corporate entities can help protect your business related assets and wealth from various types of creditors — from debt collectors to judgment creditors and beyond — and can easily be incorporated into an individual’s overall estate plan.

    Ben King, Ross & Shoalmire, L.L.P. - Texarkana, TX

    Ben King, Ross & Shoalmire, L.L.P. - Texarkana, TX

  • 11:30 am
    0.75 hr
    0.75 hr guardianship
    The Duty of Investment for Guardians of the Estate
    Exploring applicable common law duties, statutory duties, and practical applications of how guardian invests and diversifies a ward’s estate.

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

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

  • 12:15 pm
    Galveston Only
    30-Minute Break for Lunch and Visit Exhibitors (in Galveston)
    Lunch included in registration.

  • Thursday Afternoon, Aug. 4, 2022

    Presiding Officer:
    John B. Henry III, Law Office of John B. Henry, III, PLLC - Bellaire, TX
  • Luncheon Presentation

  • Galveston Only
    Thank You to Our Luncheon Sponsor

    Frost Wealth Advisors logo

  • 12:45 pm
    0.50 hr
    Watch Your Step: Special Needs Trust Drafting and Administration Errors and Omissions
    Review the most common drafting errors and omissions that hinder the Trustee of a Special Needs Trust from providing the trust beneficiary with their best life experience.

    Joy M. Eckelkamp, Rapp and Krock, PC - Houston, TX

    Joy M. Eckelkamp, Rapp and Krock, PC - Houston, TX

  • 1:15 pm
    15-Minute Break

  • 1:30 pm
    1.00 hr
    0.50 hr ethics
    1.00 hr guardianship
    Alternatives to Guardianship including Supports and Services
    Details about the vast possibilities of available, less restrictive, alternatives to guardianship including supports and services that may alleviate or limit the need for guardianship.

    Hon. Jason Cox, Harris County Probate Court #3 - Houston, TX
    Taft Robinson, Disability Rights Texas - Houston, TX
    Materials By:
    John B. Henry III, Law Office of John B. Henry, III, PLLC - Bellaire, TX

    Hon. Jason Cox, Harris County Probate Court #3 - Houston, TX
    Taft Robinson, Disability Rights Texas - Houston, TX
    Materials By:
    John B. Henry III, Law Office of John B. Henry, III, PLLC - Bellaire, TX

  • 2:30 pm
    1.00 hr
    Estate Tax: Best Strategies for Estates and Gifts Leading Up to 2026
    The estate tax and gift tax exemptions are scheduled to roll back to about ½ of their current amounts at the end of 2025. A discussion on the latest strategies and best suggestions for utilizing the current larger exemptions before the roll back, with discussions to focus on planning opportunities for clients of varying net worth and practical issues facing decedent’s estates.

    Wesley L. Bowers, FizerBeck - Houston, TX
    Bernard E. ("Barney") Jones, Attorney at Law - Houston, TX
    Norma Montalvo Petrosewicz, Petrosewicz Law Firm, P.C. - Richmond, TX

    Wesley L. Bowers, FizerBeck - Houston, TX
    Bernard E. ("Barney") Jones, Attorney at Law - Houston, TX
    Norma Montalvo Petrosewicz, Petrosewicz Law Firm, P.C. - Richmond, TX

  • 3:30 pm
    10-Minute Break

  • 3:40 pm
    0.50 hr
    Top Things to Consider When Terminating a Trust
    Terminating trusts can, and should, be done for a number of reasons in a variety of different circumstances. This presentation is going to help you identify those situations, guide you through important considerations when doing so, and provide you with some of the tools you may need.

    Zachary Wiewel, Texas Trust Law, PLLC - Austin, TX
    Materials By:
    Christopher D. Jones, Sprouse Shrader Smith PLLC - Amarillo, TX

    Zachary Wiewel, Texas Trust Law, PLLC - Austin, TX
    Materials By:
    Christopher D. Jones, Sprouse Shrader Smith PLLC - Amarillo, TX

  • 4:10 pm
    0.75 hr ethics
    When Your Client May Have Diminished Capacity
    In estate planning and elder law, attorneys often have clients that may be in some stage of diminished capacity. This creates ethical and legal issues for the attorney that can’t be ignored. Explore those issues and ways the attorney can navigate these turbulent waters.

    John R. McNair, J. McNair Dallas Law P.C. - Dallas, TX
    Co-Author:
    Michele Kosoy Goldberg, Attorney at Law - Bellaire, TX

    John R. McNair, J. McNair Dallas Law P.C. - Dallas, TX
    Co-Author:
    Michele Kosoy Goldberg, Attorney at Law - Bellaire, TX

  • 4:55 pm
    Galveston Only
    Adjourn to Reception

  • Time
    Credit
    Subject
    Speaker

  • Friday Morning, Aug. 5, 2022

    Presiding Officer:
    Marilyn G. Miller, Marilyn G. Miller, Attorney at Law - Dripping Springs, TX
  • 7:30 am
    Galveston Only
    Conference Room and Exhibit Hall Opens
    Includes continental breakfast. 

  • 8:00 am
    1.00 hr
    0.50 hr ethics
    1.00 hr guardianship
    Role of the Guardian
    Examine the duties and responsibilities of a guardian under Texas law and guardianship administration, from initiation to closing, including the code requirements of selling and leasing property, ethical issues, and more.

    Hon. Polly Jackson Spencer, Senior Statutory Probate Judge, Retired - San Antonio, TX
    Materials By:
    Maite Elorduy, Osborne, Helman, Knebel & Scott, LLP - Austin, TX
    Jason S. Scott, Osborne, Helman, Knebel & Scott, LLP - Austin, TX

    Hon. Polly Jackson Spencer, Senior Statutory Probate Judge, Retired - San Antonio, TX
    Materials By:
    Maite Elorduy, Osborne, Helman, Knebel & Scott, LLP - Austin, TX
    Jason S. Scott, Osborne, Helman, Knebel & Scott, LLP - Austin, TX

  • 9:00 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. Guy Herman, Travis County Probate Court #1 - Austin, TX

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

  • 10:00 am
    15-Minute Break to Visit Exhibitors

  • 10:15 am
    0.75 hr
    Real Estate Issues in Elder Law
    Review issues to better protect your clients, including homestead and agricultural exemptions; recent changes; to inspect or not, what could possibly go wrong; easements; and transactions with an affidavit of heirship within four years of date of death. 

    Rayito O. Stephens, Rayito O. Stephens Law Offices, PLLC - Pearland, TX

    Rayito O. Stephens, Rayito O. Stephens Law Offices, PLLC - Pearland, TX

  • 11:00 am
    0.75 hr
    0.25 hr ethics
    What the Surviving Spouse Needs to Do, and What to Do if They Don’t
    A practical discussion of the steps a surviving spouse can or should take when their spouse dies and what to do later if those steps are not taken.

    Glenn M. Karisch, The Karisch Law Firm, PLLC - Austin, TX
    Materials By:
    Brandy Baxter-Thompson, Calloway, Norris, Burdette & Weber, PLLC - Dallas, TX
    Mickey R. Davis, Davis & Willms, PLLC - Houston, TX

    Glenn M. Karisch, The Karisch Law Firm, PLLC - Austin, TX
    Materials By:
    Brandy Baxter-Thompson, Calloway, Norris, Burdette & Weber, PLLC - Dallas, TX
    Mickey R. Davis, Davis & Willms, PLLC - Houston, TX

  • 11:45 am
    Galveston Only
    30-Minute Break for Lunch and Visit Exhibitors (in Galveston)
    Included in registration.

  • Friday Afternoon, Aug. 5, 2022

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

  • Galveston Only
    Thank You to Our Luncheon Sponsor

    American National Bank & Trust logo

  • 12:15 pm
    0.50 hr
    Small Crimes and Misdemeanors Related to Aging, Dementia, and/or Mental Health Issues
    A roadmap for attorneys who counsel clients and their families seeking practical resolution of these matters.

    Marilyn G. Miller, Marilyn G. Miller, Attorney at Law - Dripping Springs, TX
    G. Gaye Thompson, Thompson & Tiemann LLP - Austin, TX

    Marilyn G. Miller, Marilyn G. Miller, Attorney at Law - Dripping Springs, TX
    G. Gaye Thompson, Thompson & Tiemann LLP - Austin, TX

  • 12:45 pm
    30-Minute Break and Vendor Announcements

  • 1:15 pm
    0.50 hr ethics
    Ethics Jeopardy
    Test your knowledge of ethics rules in estate planning and probate by engaging in this interactive series of questions and multiple choice answers as to what you would do in certain situations in your practice. This will precede a panel discussion of experts who will discuss the rules applicable to the scenarios presented during the electronic testing.

    Wesley E. Wright, Wright Abshire, Attorneys - Bellaire, TX

    Wesley E. Wright, Wright Abshire, Attorneys - Bellaire, TX

  • 1:45 pm
    0.75 hr ethics
    To Blab or Not to Blab – Part 1
    A review of the rules that require attorneys to preserve client confidentiality and the often-overlooked rules that sometimes authorize and even require attorneys to disclose otherwise, confidential information, including the Rules of Ethics, HIPAA and [other rules]. The panel members will focus on real world dilemmas facing estate planning and probate attorneys every day from their three perspectives of the private practitioner, the judge, and the State Bar Ethics Attorney.

    Rita Alister, State Bar of Texas - Austin, TX
    Bernard E. ("Barney") Jones, Attorney at Law - Houston, TX
    Ruth Ann Stiles, Harris County Probate Court One - Houston, TX

    Rita Alister, State Bar of Texas - Austin, TX
    Bernard E. ("Barney") Jones, Attorney at Law - Houston, TX
    Ruth Ann Stiles, Harris County Probate Court One - Houston, TX

  • 2:30 pm
    10-Minute Break

  • 2:40 pm
    0.75 hr ethics
    To Blab or Not to Blab – Part 2
    A review of the rules that require attorneys to preserve client confidentiality and the often-overlooked rules that sometimes authorize and even require attorneys to disclose otherwise, confidential information, including the Rules of Ethics, HIPAA and [other rules]. The panel members will focus on real world dilemmas facing estate planning and probate attorneys every day from their three perspectives of the private practitioner, the judge, and the State Bar Ethics Attorney.

    Rita Alister, State Bar of Texas - Austin, TX
    Bernard E. ("Barney") Jones, Attorney at Law - Houston, TX
    Ruth Ann Stiles, Harris County Probate Court One - Houston, TX

    Rita Alister, State Bar of Texas - Austin, TX
    Bernard E. ("Barney") Jones, Attorney at Law - Houston, TX
    Ruth Ann Stiles, Harris County Probate Court One - Houston, TX

  • 3:25 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:
    Glenn M. Karisch, The Karisch Law Firm, PLLC - Austin, TX
    Marilyn G. Miller, Marilyn G. Miller, Attorney at Law - Dripping Springs, TX
    Dianne Reis, Attorney at Law - Plano, TX

    Moderator:
    H. Clyde Farrell, Farrell & Johnson PLLC - Austin, TX
    Panelists:
    Glenn M. Karisch, The Karisch Law Firm, PLLC - Austin, TX
    Marilyn G. Miller, Marilyn G. Miller, Attorney at Law - Dripping Springs, TX
    Dianne Reis, Attorney at Law - Plano, TX

  • 4:25 pm
    Adjourn

  • Day 1 August 4, 2022
  • Day 2 August 5, 2022
Download Schedule

Conference Faculty

Rita Alister

State Bar of Texas
Austin, TX

Brandy Baxter-Thompson

Calloway, Norris, Burdette & Weber, PLLC
Dallas, TX

Wesley L. Bowers

FizerBeck
Houston, TX

Hon. Jason Cox

Harris County Probate Court #3
Houston, TX

Mickey R. Davis

Davis & Willms, PLLC
Houston, TX

Joy M. Eckelkamp

Rapp and Krock, PC
Houston, TX

Maite Elorduy

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

Julie Ann Ezell-Perez

Ezell & Ezell, PLLC
Harlingen, TX

H. Clyde Farrell

Farrell & Johnson PLLC
Austin, TX

Benecia Flores

Petrosewicz Law Firm, P.C.
Richmond, TX

Michele Kosoy Goldberg

Attorney at Law
Bellaire, 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

Bernard E. ("Barney") Jones

Attorney at Law
Houston, TX

Christopher D. Jones

Sprouse Shrader Smith PLLC
Amarillo, TX

Glenn M. Karisch

The Karisch Law Firm, PLLC
Austin, TX

Ben King

Ross & Shoalmire, L.L.P.
Texarkana, TX

Christina Lesher

The Law Office of Christina Lesher, PC
Houston, TX

John R. McNair

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

Marilyn G. Miller

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

Norma Montalvo Petrosewicz

Petrosewicz Law Firm, P.C.
Richmond, TX

Dianne Reis

Attorney at Law
Plano, TX

Taft Robinson

Disability Rights Texas
Houston, TX

Jason S. Scott

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

Hon. Polly Jackson Spencer

Senior Statutory Probate Judge, Retired
San Antonio, TX

Rayito O. Stephens

Rayito O. Stephens Law Offices, PLLC
Pearland, TX

Ruth Ann Stiles

Harris County Probate Court One
Houston, TX

Meredith Ann Sullivan

Farrell & Johnson PLLC
Austin, TX

G. Gaye Thompson

Thompson & Tiemann LLP
Austin, TX

Zachary Wiewel

Texas Trust Law, PLLC
Austin, TX

Wesley E. Wright

Wright Abshire, Attorneys
Bellaire, TX

Planning Committee

H. Clyde Farrell—Chair

Farrell & Johnson PLLC
Austin, TX

Kelley M. Bentley

The Bentley Law Firm
Sugar Land, TX

Randy Drewett

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

Claire D. East

Thompson East, PLLC
Austin, TX

Joy M. Eckelkamp

Rapp and Krock, PC
Houston, 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

Mary Alice Jackson

Boyer & Boyer P.A.
Sarasota, FL

Glenn M. Karisch

The Karisch Law Firm, PLLC
Austin, 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.
Tyler, 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

April Rogers

The University of Texas School of Law
Austin, 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

  • Galveston
  • Live Webcast

MCLE Credit

Texas – 14.25 hrs  |  4.75 hrs Ethics  |  4.00 hrs Guardianship
Legal Specialization(s): Estate Planning and Probate Law, Tax Law
You may claim your credit online in Your Briefcase, and UT Law CLE will report credit on your behalf to the State Bar of Texas. A Certificate of Attendance will be provided in Your Briefcase for your records. The system reports Texas CLE credit every Tuesday. If you are claiming credit in the last week of your birth month, self-report your CLE credit directly to the State Bar of Texas at texasbar.com, using the course number provided on your certificate of attendance.
California – 14.25 hrs  |  4.75 hrs Ethics
You must claim your credit online in Your Briefcase, and will then be provided a Certificate of Attendance for your records. UT Law CLE is required to provide the State Bar with electronic attendance records for any MCLE participatory activity within 60 days of completion of the activity. The California licensee is responsible for reporting their compliance/credit hours earned to the State Bar at the end of their reporting period directly to the State Bar of California at calbar.ca.gov UT Law CLE will maintain Attendance Records for four years.
Louisiana – 14.25 hrs  |  4.75 hrs Ethics
At the completion of the conference you must claim and certify your credit online in Your Briefcase, and will then be provided a Certificate of Attendance for your records. UT Law CLE will report credit on your behalf to the Supreme Court of Louisiana Continuing Legal Education Committee within 30 days after the conference. 
Oklahoma – 17.00 hrs  |  5.50 hrs Ethics
You must claim and certify your credit online in Your Briefcase, then you will then be provided a Certificate of Attendance for your records. UT Law CLE will report credit on your behalf to the Oklahoma Bar Association within 30 days after the conference.
Pennsylvania – 14.00 hrs  |  5.00 hrs Ethics
UT Law CLE is an approved provider of Pennsylvania credit, sponsor #236. You must claim your credit online in Your Briefcase, and will then be provided a Certificate of Attendance for your records. Attorney attendance will be reported to Pennsylvania within 2 weeks after credit is claimed and submit. 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.
Other States – 14.25 hrs  |  4.75 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.

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 provided to other licensing authorities as needed.

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

Other Credit

Certified Financial Planner (CFP) – 17.00 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/
ICB Certified Trust and Financial Advisor (CTFA) – 17.25 hrs
This conference has been approved by the American Bankers Association (ABA) for continuing education credits. Credit approvals are based on the relevance of the program to the ICB's certification exam outline. One credit is awarded for every 50 minutes of relevant instruction. You will receive a downloadable Certificate of Completion for your records. Self-report these credits at https://www.aba.com/training-events/certifications/certified-trust-and-fiduciary-advisor/maintain-ctfa. 
 
 Attendee Instructions for Submitting ABA CE Credit
» Attendees must self-submit credit by logging into their Certification Dashboard  
» Hover over ‘ADD CE CREDIT’ and select ‘APPROVED NON-ABA CE’
» Enter key word(s) from program title or sponsor name(The University of Texas School of Law) and select your program from the search results
» Click ‘Request’ and when page refreshes click ‘Mark Complete’ to finalize submission
National Accounting CPE – 17.00 hrs
The University of Texas School of Law is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Delivery Method: Group-Live (UT Law CLE is a provider of NASBA Group-Live credit only, which excludes online offerings.

To comply with NASBA Standards, attendees claiming CPE credit must sign in to verify attendance for each segment. Attendance sign-in sheets will be available at the registration desk. You will need your CPA license number to sign in. A CPE Certificate of Completion will be provided at the conclusion of the conference.

Reporting: CPAs are responsible for reporting CPE credits earned to their state's accountancy board, and must retain appropriate documentation of their participation in learning activities. Visit your state’s reporting website for more information or www.nasba.org.
TX Accounting CPE – 17.00 hrs
The University of Texas School of Law (Provider #250) live conferences are presumptively approved by The Texas State Board of Public Accountancy for Texas Accounting CPE credit based on a 50-minute credit hour. Approved for general CPE credit only.

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

Contact us at accreditation@utcle.org if you have additional questions.
TX Guardianship Certification Board (GCB) – 14.25 hrs  |  4.75 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/

MCLE Credit

Texas – 14.25 hrs  |  4.75 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 – 14.25 hrs  |  4.75 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 – 14.25 hrs  |  4.75 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.

 
Oklahoma – 17.00 hrs  |  5.50 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 – 14.00 hrs  |  5.00 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.
Other States – 14.25 hrs  |  4.75 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) – 17.00 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/
CPA - Other States – Expected – 17.00 hrs
You may use this accounting certificate to self-report your CPA credit to various states. Use this handy registry guide for state-by-state rules: https://www.nasbaregistry.org/cpe-requirements
ICB Certified Trust and Financial Advisor (CTFA) – 17.25 hrs
This conference has been approved by the American Bankers Association (ABA) for continuing education credits. Credit approvals are based on the relevance of the program to the ICB's certification exam outline. One credit is awarded for every 50 minutes of relevant instruction. You will receive a downloadable Certificate of Completion for your records. Self-report these credits at https://www.aba.com/training-events/certifications/certified-trust-and-fiduciary-advisor/maintain-ctfa. 
 
 Attendee Instructions for Submitting ABA CE Credit
» Attendees must self-submit credit by logging into their Certification Dashboard  
» Hover over ‘ADD CE CREDIT’ and select ‘APPROVED NON-ABA CE’
» Enter key word(s) from program title or sponsor name(The University of Texas School of Law) and select your program from the search results
» Click ‘Request’ and when page refreshes click ‘Mark Complete’ to finalize submission
TX Accounting CPE – 17.00 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) – 14.25 hrs  |  4.75 hrs Ethics
This program has been approved for Guardianship credit by the JBCC. UT Law CLE has posted the course number for self-reporting, but attendees who select this credit type should also expect an email from staff with instructions and the course number.

Learn more about self-reporting to JBCC:
https://www.txcourts.gov/jbcc/guardianship-programs/

Key Dates

Galveston – Aug 4-5, 2022 – Moody Gardens
Conference Concluded
Live Webcast – Aug 4-5, 2022
Conference Concluded
Buy
  • Galveston
  • Live Webcast
Individual
Last day for $595.00 Regular pricing: Jul 27, 2022
$645.00 for registrations received after this time

Group (5 registrants minimum)
Last day for $535.00 Regular pricing: Jul 27, 2022
$585.00 for registrations received after this time

Group (10 registrants minimum)
Last day for $475.00 Regular pricing: Jul 27, 2022
$525.00 for registrations received after this time


Cancellation Policy
Last day for full refund cancellation: Jul 29, 2022
$50 processing fee applied after this date
Last day for cancellation: Aug 1, 2022
Individual
Last day for $595.00 Regular pricing: Jul 27, 2022
$645.00 for registrations received after this time

Group (5 registrants minimum)
Last day for $535.00 Regular pricing: Jul 27, 2022
$585.00 for registrations received after this time

Group (10 registrants minimum)
Last day for $475.00 Regular pricing: Jul 27, 2022
$525.00 for registrations received after this time


Cancellation Policy
Last day for full refund cancellation: Jul 29, 2022
$50 processing fee applied after this date
Last day for cancellation: Aug 1, 2022

Venue

Moody Gardens exterior view

Moody Gardens

Seven Hope Boulevard
Galveston, TX
888.388.8484 (reservations)

Accommodations

$212 room rate good through July 16, 2022 (subject to availability). Please contact the hotel directly at 888-388-8484 and reference the UT Law CLE Elder Law Conference.

Parking Information

Complimentary surface parking.

Additional Information

The conference will take place in the Frances Ann Moody Ballroom, right off the main entrance to Moody Gardens Hotel.

Our Sponsors

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

  • Cadence Bank Trust & Asset Management

    Cadence Bank Trust & Asset Management logo
    Cadence Bank Trust & Asset Management
    cadencebank.com
    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. 

  • Frost Wealth Advisors

    Frost Wealth Advisors logo
    Frost Wealth Advisors
    frostbank.com
    Frost is the banking, investments and insurance subsidiary of Cullen/Frost Bankers, Inc. (NYSE: CFR), a financial holding company with $51.8 billion in assets at June 30, 2022. 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.

  • American National Bank of Texas - Trust Dept.

    American National Bank of Texas - Trust Dept. logo
    American National Bank of Texas - Trust Dept.
    anbtx.com
    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! 

  • Austin Trust Company

    Austin Trust Company logo
    Austin Trust Company
    austintrust.com
    Austin Trust Company was the first private trust company to be chartered by the Texas Department of Banking, receiving charter number T-001 in 1987. We remain the only locally owned and controlled institution that offers a full range of fiduciary services. Whether you have a straightforward trust, a copious, detailed estate or are establishing a Special Needs Trust to help a loved one living with a disability maintain their eligibility for benefit programs, we are here for you. To find out more about how we strive to go Beyond Money Management, please visit us at austintrust.com.
     

  • American National Bank & Trust

    American National Bank & Trust logo
    American National Bank & Trust
    amnat.com
    American National Bank & Trust strives to provide a comprehensive range of wealth management services to achieve your goals of financial security and success.  Only by listening carefully to our clients’ dreams, concerns, and unique needs can we develop the appropriate solutions to help achieve each clients’ financial and estate planning goals. 
    Our trust officers have on average more than 23 years of experience and multiple certifications allowing them to deliver the top level of service to our current clients and their future generations.   We have expertise in trusts, estate administration, guardianships, 1301 and 142 trusts, special needs trusts, investments, retirement planning, and other individualized wealth management services. 
    With trust and wealth management offices across the state of Texas and our corporate headquarters in Wichita Falls, Texas, we are able to provide local experts to help your clients with all of their planning needs. 
    You can find more information about American National Bank & Trust at www.amnat.com.

  • Bank of Texas

    Bank of Texas logo
    Bank of Texas
    www.bokfinancial.com/
    Whether you are setting up a trust, safekeeping account, private foundation, or arranging for estate management services, Bank of Texas offers the full range of fiduciary products in which we serve as the fiduciary or the agent for the fiduciary. Backed by the strength and stability of BOK Financial, a $33 billion regional financial services company that has been in the trust business since 1918, Bank of Texas provides high touch, personalized fiduciary services through an experienced and credentialed team of local experts. Not only do we serve as neutral third party personal representative for estates, we also administer all types of trusts including revocable, irrevocable, charitable, court created or special needs, with the goal of maximizing tax savings, avoiding probate where possible, and protecting your financial future.

  • CareFor

    CareFor logo
    CareFor
    carefor.com

  • Evan Howell Properties

    Evan Howell Properties logo
    Evan Howell Properties
    evanhowell.com

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

  • Keever Law PLLC/American Title Company of Houston

    Keever Law PLLC/American Title Company of Houston logo
    Keever Law PLLC/American Title Company of Houston
    www.keeverlaw.com/
    Keever & Wiesenthal focuses on real estate, probate and estate planning preparation. We are unique in our ability to reconcile real estate issues within the context of a probate hearing or in the course of estate planning preparation.  Partner Pam Keever is the Fee Attorney in our office for American Title Company of Houston.  Therefore, we can address your probate, estate planning and real estate transactions with an eye towards realizing the benefit of your family’s largest asset.
     
    Texas is a very unique state in terms of real estate law.  Texas attorneys with probate and real estate knowledge can help you address issues, which might cause a legal delay in putting real property into the hands of your loved ones.  Keever & Wiesenthal’s priority is to ensure that your family will not have to spend needless time and money to untangle your assets.

  • Legacy Enhancement Trust

    Legacy Enhancement Trust logo
    Legacy Enhancement Trust
    legacyenhancement.org
    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.
Download Sponsor Details Become a Sponsor
Become a Sponsor
Email sponsorships@utcle.org for more information on sponsoring an event.

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