25^th Annual

Estate Planning, Guardianship and Elder Law Conference

Galveston Aug 10-11, 2023 Moody Gardens
Conference Concluded

Live Webcast Aug 10-11, 2023
Conference Concluded

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.

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 2023 TX NAELA Summer Conference on August 9th! The Summer Conference is open ONLY to TX NAELA Members.

TX NAELA Members with a paid 2023 Estate Planning, Guardianship and Elder Law Conference registration can attend the 2023 NAELA Summer Conference for free! Click here to get the special Member Rate when you jointly register for both conferences.

Event Schedule

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

Day 1 August 10, 2023
Day 2 August 11, 2023

Time

Credit

Subject

Speaker
Thursday Morning, Aug. 10, 2023
Presiding Officer:
John B. Henry III, Law Office of John B. Henry, III, PLLC - Bellaire, TX
Thank You to Our Webcast Sponsor
7:30 am
Galveston Only

Registration and Exhibit Hall Opens

Includes continental breakfast.

Thank You to Our Breakfast Sponsor
Galveston Only

Guest Meal Package—$75

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

IRAs In Estate Planning, or Trust Me, I'm an EDB for RMDs After the RBD

We’ve seen a lot of changes in how IRA’s and retirement plans are taxed after the participant’s death, especially when left in trust. Here’s what you need to know when planning an estate with significant tax-deferred assets.

Dianne Reis, Attorney at Law - Plano, TX

Dianne Reis, Attorney at Law - Plano, TX
9:00 am

0.75 hr

Legislative Update

Update on trust, estate and guardianship legislation passed during the 88th legislative session.

Lauren Davis Hunt, Osborne, Helman, Scott, Knisely & Stanton L.L.P. - Austin, TX

Lauren Davis Hunt, Osborne, Helman, Scott, Knisely & Stanton L.L.P. - Austin, TX
9:45 am

15-Minute Break to Visit Exhibitors
10:00 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
Marilyn G. Miller, Marilyn G. Miller, Attorney at Law - Dripping Springs, TX

H. Clyde Farrell, Farrell & Johnson PLLC - Austin, TX
Marilyn G. Miller, Marilyn G. Miller, Attorney at Law - Dripping Springs, TX
10:45 am

0.50 hr ethics

Drafting for the Trustee in a Challenging Environment

Explore 20 drafting ideas to help the trustee in the administration of a trust and to minimize their liability. The materials include “Trustee Boot Camp: A Checklist for New Trustees.”

Dave Folz, Trust Counselor LLC - Dallas, TX
Sarah Patel Pacheco, Jackson Walker LLP - Houston, TX

Dave Folz, Trust Counselor LLC - Dallas, TX
Sarah Patel Pacheco, Jackson Walker LLP - Houston, TX
11:15 am

0.75 hr
0.75 hr guardianship

Guardianships During Divorce

Two of the most difficult legal proceedings a person can go through in life are divorces and guardianships. Explore how to handle the challenges that arise when these two practice areas collide.

Hon. Guy Herman, Travis County Probate Court #1 - Austin, TX
Jason S. Scott, Osborne, Helman, Scott, Knisely & Stanton, LLP - Austin, TX
Materials By:
Victoria D. Seybold, Osborne, Helman, Scott, Knisely & Stanton, LLP - Austin, TX
Jami Milner Turner, Friday Milner Lambert Turner PLLC - Austin, TX

Hon. Guy Herman, Travis County Probate Court #1 - Austin, TX
Jason S. Scott, Osborne, Helman, Scott, Knisely & Stanton, LLP - Austin, TX
Materials By:
Victoria D. Seybold, Osborne, Helman, Scott, Knisely & Stanton, LLP - Austin, TX
Jami Milner Turner, Friday Milner Lambert Turner PLLC - Austin, TX
12:00 pm
Galveston Only

30-Minute Break for Lunch and Visit Exhibitors (in Galveston)

Lunch included in registration.
Thursday Afternoon, Aug. 10, 2023
Presiding Officer:
Bryn A. Poland, Mayo & Poland PLLC - Baytown, TX
LUNCHEON PRESENTATION
Galveston Only

Thank You to Our Luncheon Sponsor
12:30 pm

0.75 hr ethics

The "Difficult" Clients

Explore how to define, spot, course correct and terminate “difficult” clients and client relationships.

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
1:15 pm

15-Minute Break to Visit Exhibitors
1:30 pm

1.00 hr
0.50 hr ethics
1.00 hr guardianship

Alternatives to Guardianship Including Supports and Services

An examination and discussion from the perspectives of the bench and in practice on lesser restrictive alternatives and available supports and services in guardianship. Which work? Which do not? And, how, in every case, the answer is, "It depends."

Hon. Jason Cox, Harris County Probate Court #3 - Houston, TX
Nathan Peters, Law Offices of Nathan Peters, PLLC - Denton, TX

Hon. Jason Cox, Harris County Probate Court #3 - Houston, TX
Nathan Peters, Law Offices of Nathan Peters, PLLC - Denton, TX
2:30 pm

0.75 hr

Things Every Texas Estate Planner Should Know About Advising New to Texas Clients, Including Transfer of Guardianship from Another State

An overview of common issues for Texas Estate Planners to address when working with clients who have moved to Texas from another state, such as identifying tax issues and updating estate planning documents. Also hear a discussion of the steps for transferring a guardianship case from another state, from closing the case in the sending state to acceptance in Texas.

Brian D. Cororve, Gray Reed - Houston, TX
M. Elizabeth Raxter, Law Office of Elizabeth Raxter, PLLC - Lockhart, TX

Brian D. Cororve, Gray Reed - Houston, TX
M. Elizabeth Raxter, Law Office of Elizabeth Raxter, PLLC - Lockhart, TX
3:15 pm

10-Minute Break to Visit Exhibitors
Galveston Only

Thank You to Our Break Sponsor
3:25 pm

0.50 hr

Not So Fast! 7 Steps For Deciding Whether and How To Discuss the Federal Estate Tax Return with the Personal Representative

The federal estate tax return is often not mentioned to the client in the course of a probate attorney’s representation of an executor or administrator of a decedent’s estate. Given such factors as the looming sunset of the current gift and estate tax exemption, the opportunity for portability of a married decedent’s unused exclusion to a surviving spouse, and negative consequences that can result from failing to file a federal estate tax return, this presentation offers some steps for the probate attorney to consider when deciding whether to include a discussion of the federal estate tax return when representing an executor or administrator of a decedent's estate.

Nikki L. Laing, Godwin Laing, PLLC - Texarkana, TX

Nikki L. Laing, Godwin Laing, PLLC - Texarkana, TX
3:55 pm

0.75 hr

What All Estate and Probate Attorneys Need to Know About Medicaid Estate Recovery

A practical guide to the Medicaid Estate Recovery Program (MERP) in two parts. Address the preplanning techniques estate planners can (and cannot) use to avoid MERP and provide a step-by-step guide for how to defend against a MERP claim in the probate estate of a Medicaid recipient who did not engage in the necessary preplanning.

Jennifer L. Coulter, Townsend Allala, Coulter & Kludt, PLLC - El Paso, TX

Jennifer L. Coulter, Townsend Allala, Coulter & Kludt, PLLC - El Paso, TX
4:40 pm

0.75 hr

What All Estate and Probate Attorneys Need to Know About Medicaid Planning and Drafting

Issue-spotting and discussion highlighting elder law issues for which every estate planner and probate attorney should be on the lookout.

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

Meredith Ann Sullivan, Farrell & Johnson PLLC - Austin, TX
Materials By:
H. Clyde Farrell, Farrell & Johnson PLLC - Austin, TX
5:25 pm

Adjourn
5:25 pm
Galveston Only

Networking Reception (in Galveston from 5:25 p.m. – 6:25 p.m.)

Join us for drinks and hors d'oeuvres with program faculty and attendees.

Time

Credit

Subject

Speaker
Friday Morning, Aug. 11, 2023
Presiding Officer:
Margaret Svoboda, American National Bank of Texas - Rockwall, TX
7:30 am

Conference Room and Exhibit Hall Opens

Includes continental breakfast.

Thank You to Our Breakfast Sponsor
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, Scott, Knisely & Stanton, LLP - Austin, TX
Victoria D. Seybold, Osborne, Helman, Scott, Knisely & Stanton, LLP - Austin, TX

Hon. Polly Jackson Spencer, Senior Statutory Probate Judge, Retired - San Antonio, TX
Materials By:
Maite Elorduy, Osborne, Helman, Scott, Knisely & Stanton, LLP - Austin, TX
Victoria D. Seybold, Osborne, Helman, Scott, Knisely & Stanton, 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.

Fatima Breland, The Breland Law Firm, PC - Houston, TX

Fatima Breland, The Breland Law Firm, PC - Houston, TX
10:00 am

15-Minute Break to Visit Exhibitors
10:15 am

0.50 hr

Cribs, Million Dollar Listings, and Property Wars: How Executors can Navigate the Drama of Administering Estates with Real Property

A review of an executor’s powers and fiduciary duties relating to the administration of real estate in probate proceedings, including the interplay between a beneficiary’s vested ownership interest and an executor’s right of possession, whether a power of sale is really all that powerful, and dealing with a surviving spouse’s homestead rights.

T. Aaron Dobbs, Gray Reed & McGraw LLP - Houston, TX
Materials By:
Sara Madole, Schlanger Silver - Houston, TX

T. Aaron Dobbs, Gray Reed & McGraw LLP - Houston, TX
Materials By:
Sara Madole, Schlanger Silver - Houston, TX
10:45 am

0.50 hr

A Decade of Trust Decanting in Texas

Texas adopted its trust decanting statute in 2013. Ten years (and several amendments) later, practitioners are still grappling with when and how to decant a trust. Hear an overview of trust decanting in Texas, with a specific focus on decanting in response to unanticipated elder law and special needs issues.

Jeff Chadwick, Winstead PC - The Woodlands, TX

Jeff Chadwick, Winstead PC - The Woodlands, TX
11:15 am

0.50 hr

Pooled Trusts for Older Clients

How to find, use, and compare pooled trusts for older clients, including clients planning for themselves, spouses, and other family members. Whether clients have substantial or modest resources, there are a variety of pooled trust strategies to consider suggesting to older clients who are seeking to protect care options throughout the future.

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

Renée C. Lovelace, The Lovelace Law Firm, P.C. - Tyler, TX
11:45 am
Galveston Only

30-Minute Break for Lunch and Visit Exhibitors (in Galveston)

Lunch included in registration.
Friday Afternoon, Aug. 11, 2023
Presiding Officer:
Marilyn G. Miller, Marilyn G. Miller, Attorney at Law - Dripping Springs, TX
LUNCHEON PRESENTATION
Galveston Only

Thank You to Our Luncheon Sponsor
12:15 pm

0.75 hr

Accessing and Managing Digital Assets After Death

Gain insight on basic information about digital assets to estate planners and attorneys representing executors or administrators of estates, while also providing practical advice for how to access and manage those assets before and after death.

Maite Elorduy, Osborne, Helman, Scott, Knisely & Stanton, LLP - Austin, TX
Hailey M. Hanners, Osborne, Helman, Scott, Knisely & Stanton, LLP - Austin, TX

Maite Elorduy, Osborne, Helman, Scott, Knisely & Stanton, LLP - Austin, TX
Hailey M. Hanners, Osborne, Helman, Scott, Knisely & Stanton, LLP - Austin, TX
1:00 pm

30-Minute Break and Vendor Announcements
1:30 pm

0.50 hr

The Corporate Transparency Act and YES, It Impacts Estate Planners!

The Corporate Transparency Act of 2020 mandates that certain business entities disclose beneficial ownership information to FinCEN to combat illegal activities such as money laundering, terrorism financing, and tax fraud. Estate planners who use business entities for asset holding or wealth structuring should be aware of the CTA's reporting requirements and possible penalties for noncompliance, as some of these entities may fall under the Act's purview.

Matthew K. Behrens, Kemp Smith LLP - El Paso, TX

Matthew K. Behrens, Kemp Smith LLP - El Paso, TX
2:00 pm

0.75 hr

To Fund…or Not to Fund: When Plans Go Awry

What do you do when the original estate planner is frustrated because of actions taken by the testator after execution of his or her will? What if the parties refuse to fund a QTIP (Marital), Credit Shelter (Bypass) Trust or other Testamentary Trust? Hear about the practical, tax, and legal issues the attorney should consider.

Paul D. Strug, Weycer, Kaplan, Pulaski & Zuber, PC - Houston, TX

Paul D. Strug, Weycer, Kaplan, Pulaski & Zuber, PC - Houston, TX
2:45 pm

10-Minute Break
2:55 pm

0.75 hr

Life Settlements: Why Clients Don’t Have to Die or Be Terminally Ill to Get Value from Their Life Insurance

Gain insight into why clients purchase life insurance and confirm that life insurance is an asset that (i) requires and can benefit from active management as the contract matures, (ii) can be sold similar to other financial assets and (iii) may have a value to the policyowner that is significantly greater than the cash surrender value. Review the various types of insurance commonly used in estate planning, the evolution of universal life insurance that has contributed to the development of the life settlement market, the tax treatment of life settlements should a policy be sold in a life settlement, options for working with a life settlement for clients who need additional funds for retirement and a discussion of trust owned life insurance and how the life settlement option is of particular importance for fiduciaries to understand to avoid potential liability for a policy surrender or lapse.

Tama Brooks Klosek, Klosek & Associates PLLC - Houston, TX

Tama Brooks Klosek, Klosek & Associates PLLC - Houston, TX
3:40 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:
John B. Henry III, Law Office of John B. Henry, III, PLLC - Bellaire, 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:
John B. Henry III, Law Office of John B. Henry, III, PLLC - Bellaire, TX
Marilyn G. Miller, Marilyn G. Miller, Attorney at Law - Dripping Springs, TX
Dianne Reis, Attorney at Law - Plano, TX
4:40 pm

Adjourn

Day 1 August 10, 2023
Day 2 August 11, 2023

Download Schedule

Conference Faculty

Matthew K. Behrens

Kemp Smith LLP
El Paso, TX

Fatima Breland

The Breland Law Firm, PC
Houston, TX

Jeff Chadwick

Winstead PC
The Woodlands, TX

Brian D. Cororve

Gray Reed
Houston, TX

Jennifer L. Coulter

Townsend Allala, Coulter & Kludt, PLLC
El Paso, TX

Hon. Jason Cox

Harris County Probate Court #3
Houston, TX

T. Aaron Dobbs

Gray Reed & McGraw LLP
Houston, TX

Maite Elorduy

Osborne, Helman, Scott, Knisely & Stanton, LLP
Austin, TX

H. Clyde Farrell

Farrell & Johnson PLLC
Austin, TX

Dave Folz

Trust Counselor LLC
Dallas, TX

Hailey M. Hanners

Osborne, Helman, Scott, Knisely & Stanton, LLP
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

Lauren Davis Hunt

Osborne, Helman, Scott, Knisely & Stanton L.L.P.
Austin, TX

Tama Brooks Klosek

Klosek & Associates PLLC
Houston, TX

Nikki L. Laing

Godwin Laing, PLLC
Texarkana, TX

Renée C. Lovelace

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

Sara Madole

Schlanger Silver
Houston, TX

Marilyn G. Miller

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

Sarah Patel Pacheco

Jackson Walker LLP
Houston, TX

Nathan Peters

Law Offices of Nathan Peters, PLLC
Denton, TX

M. Elizabeth Raxter

Law Office of Elizabeth Raxter, PLLC
Lockhart, TX

Dianne Reis

Attorney at Law
Plano, TX

Jason S. Scott

Osborne, Helman, Scott, Knisely & Stanton, LLP
Austin, TX

Victoria D. Seybold

Osborne, Helman, Scott, Knisely & Stanton, LLP
Austin, TX

Hon. Polly Jackson Spencer

Senior Statutory Probate Judge, Retired
San Antonio, TX

Paul D. Strug

Weycer, Kaplan, Pulaski & Zuber, PC
Houston, TX

Meredith Ann Sullivan

Farrell & Johnson PLLC
Austin, TX

Jami Milner Turner

Friday Milner Lambert Turner PLLC
Austin, 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

Jennifer L. Coulter

Townsend Allala, Coulter & Kludt, PLLC
El Paso, 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

Cathy Kim Fowlkes

Fowlkes Law Firm, PC
Abilene, 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

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

Elisa Dillard Rainey

Rainey & Rainey, Attorneys at Law LP
Waco, TX

Patricia Flora Sitchler

The Law Office of Patricia Flora Sitchler
La Vernia, TX

Nancy Sosa

Cadence Bank
Austin, TX

Meredith Ann Sullivan

Farrell & Johnson PLLC
Austin, TX

Wesley E. Wright

Wright Abshire, Attorneys
Bellaire, TX

MCLE Credit

Texas – 15.00 hrs | 3.00 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 – 15.00 hrs | 3.00 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 – 15.00 hrs | 2.00 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 – 18.00 hrs | 3.50 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 – 15.00 hrs | 3.00 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 . 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 – 15.00 hrs | 3.00 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) – 18.00 hrs

This course has been approved for Certified Financial Planner (CFP) credit. UT Law CLE will report your credit for you, but we do require that you claim the credit in your Briefcase and ensure your CFP number is add in your account. Contact us at accreditation@utcle.org if you have additional questions.

You can learn more at: http://www.cfp.net/

ICB Certified Trust and Financial Advisor (CTFA) – 18.00 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 – 18.00 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

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 once you claim and certify your credits in your UTCLE.org Briefcase at the conclusion of the conference.

Reporting: CPAs are responsible for reporting CPE credits earned to their state's accountancy board, and must retain appropriate documentation of their participation in learning activities. Visit your state’s reporting website for more information or www.nasba.org.

TX Accounting CPE – 18.00 hrs

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) – 15.00 hrs | 3.00 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 – 15.00 hrs | 3.00 hrs Ethics | 4.00 hrs Guardianship
Legal Specialization(s): Estate Planning and Probate Law, Tax Law

You may claim your credit online in Your Briefcase, and UT Law CLE will report credit on your behalf to the State Bar of Texas. A Certificate of Completion will be emailed to you upon claiming credit. The system reports Texas CLE credit every Tuesday. If you are claiming credit in the last week of your birth month, self-report your CLE credit directly to the State Bar of Texas at texasbar.com, using the course number provided on your certificate of attendance.

California – 15.00 hrs | 3.00 hrs Ethics

To claim California MCLE credit, California credit option must be selected PRIOR to viewing the live webcast. This accreditation requires attendance verification. UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. Verification pop-ups will NOT display when the webcast video player is in "full screen" mode. Furthermore, the notification sound effect alerting pop-ups, will NOT play on mobile devices. We recommend viewing from a computer, as opposed to a mobile device, should MCLE credit, other than Texas, be needed. The response record is detailed on the Certificate of Completion.
You must claim your credit online in Your Briefcase, and will then be provided a Certificate of Attendance for your records. UT Law CLE is required to provide the State Bar with electronic attendance records for any MCLE participatory activity within 60 days of completion of the activity. The California licensee is responsible for reporting their compliance/credit hours earned to the State Bar at the end of their reporting period directly to the State Bar of California at calbar.ca.gov. UT Law CLE will maintain Attendance Records for four years.

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

Louisiana – 15.00 hrs | 2.00 hrs Ethics

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

At the completion of the conference you must claim and certify your credit online in Your Briefcase, and will then be provided a Certificate of Attendance for your records. UT Law CLE will report credit on your behalf to the Supreme Court of Louisiana Continuing Legal Education Committee within 30 days after the conference.

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

Oklahoma – 18.00 hrs | 3.50 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 – 15.00 hrs | 3.00 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 – 15.00 hrs | 3.00 hrs Ethics

Note on Self-Reporting Your Credits in Another State

To claim Other States MCLE credit, Other States credit option must be selected PRIOR to viewing the live webcast. You must claim and certify your credit online in Your Briefcase, you will then be provided a Certificate of Attendance for your records and to provide to other licensing authorities as needed.

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

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

Other Credit

Certified Financial Planner (CFP) – 18.00 hrs

This course has been approved for Certified Financial Planner (CFP) credit. UT Law CLE will report your credit for you, but we do require that you claim the credit in your Briefcase and ensure your CFP number is add in your account.Contact us at accreditation@utcle.org if you have additional questions.

You can learn more at: http://www.cfp.net/

ICB Certified Trust and Financial Advisor (CTFA) – 18.00 hrs

Attendee Instructions for Submitting ABA CE Credit

TX Accounting CPE – 18.00 hrs

The University of Texas School of Law (Provider #250) live webcast presentations meet the requirements and are presumptively approved by the Texas State Board of Public Accountancy for Texas Accounting CPE credit based on a 50-minute credit hour. Approved for general CPE credit only.

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

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

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

TX Guardianship Certification Board (GCB) – 15.00 hrs | 3.00 hrs Ethics

Key Dates

Galveston – Aug 10-11, 2023 – Moody Gardens

Conference Concluded

Live Webcast – Aug 10-11, 2023

Conference Concluded

Buy

Galveston
Live Webcast

Individual
Last day for $625.00 Regular pricing: Aug 2, 2023
$675.00 for registrations received after this time

Group (5 registrants minimum)
Last day for $565.00 Regular pricing: Aug 2, 2023
$615.00 for registrations received after this time

Group (10 registrants minimum)
Last day for $500.00 Regular pricing: Aug 2, 2023
$550.00 for registrations received after this time

Cancellation Policy
Last day for full refund cancellation: Aug 4, 2023
$50 processing fee applied after this date
Last day for cancellation: Aug 7, 2023

Venue

Moody Gardens

Seven Hope Boulevard
Galveston, TX
888.388.8484 (reservations)

Accommodations

$217 room rate good through July 18, 2023 (subject to availability). Please contact the hotel directly at 888-388-8484 and reference the UT Law CLE Elder Law Conference.

Our Sponsors

Visit the Virtual Exhibit Hall

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

Cadence Asset Management & Trust

Cadence Asset Management & Trust
cadencebank.com/wealth-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.
American National Bank of Texas - Trust Dept.

American National Bank of Texas - Trust Dept.
www.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!
Frost Wealth Advisors

Frost Wealth Advisors
www.frostbank.com/pages/personal-investments.aspx

Frost is the banking, investments and insurance subsidiary of Cullen/Frost Bankers, Inc. (NYSE: CFR), a financial holding company with $52.9 billion in assets on December 31, 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.
Austin Trust Company

Austin Trust Company
www.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 Wealth Management, please visit us at austintrust.com.
Integrity Marketing Solutions

Integrity Marketing Solutions
imsrocks.com

Welcome to Integrity Marketing Solutions, where we transform your estate planning or elder law firm into an online powerhouse.
As a boutique, high-end digital marketing agency, we cater exclusively to the unique needs of the estate planning and elder law sectors, ensuring that our expertise is laser-focused on achieving your desired outcomes.
In today's competitive legal landscape, it's crucial to stand out from the crowd, establish trust, and position yourself as the premier choice for clients seeking estate planning or elder law legal services.
That's where we come in. Our comprehensive digital marketing solutions are designed to help your firm dominate your market online, allowing you to focus on what you do best – providing exceptional legal services to your clients.
Let us to help unlock your firm's full potential online.
Experience the difference that a dedicated, high-end digital marketing agency can make for your estate planning or elder law firm.
Together, we'll build an online presence that positions you as the premier choice for legal services in your market.
Legacy Enhancement Trust

Legacy Enhancement Trust
www.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.
American National Bank & Trust

American National Bank & Trust
www.amnat.com/trust/

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.
CareFor

CareFor
carefor.com

CareFor is a premiere Care Management, Homecare, and Guardianship Program serving Central Texas. We bring compassion and order to the complexity of caring for others. Our team members have been entrenched throughout the medical and caregiving communities in Central Texas for decades. CareFor knows the doctors, service providers, resources and facilities and we have the expertise to support you and your loved ones. Our combined experience and knowledge will help you identify and understand your options and make timely and sound decisions. Whether you need us now, or are planning ahead, CareFor manages the most difficult and immediate needs.
Krause Financial Services

Krause Financial Services
krause.com

Krause Financial Services is a pioneering, attorney-led financial services firm that specializes in crisis Medicaid planning through the use of Medicaid Compliant Annuities and other insurance products. With over 25 years of experience, we work with elder law attorneys and their clients to accelerate eligibility for benefits and provide relief from the financial hardship of long-term care.

Located just outside Green Bay, WI, we work with attorneys nationwide on their crisis planning cases. We work diligently to ensure we remain up-to-date on all state-specific Medicaid rules and regulations, and our staff of highly-trained Benefits Planners provide one-on-one support for every case our office encounters.
Merrill: The Special Needs Team – Texas

Merrill: The Special Needs Team – Texas
fa.ml.com/california/modesto/snt/

The Special Needs Team at Merrill Lynch is a deeply experienced group of industry professionals. We are dedicated to helping improve the long-term well-being of individuals who are unable to care for themselves by offering financial advice and guidance. Located in multiple offices, we work closely with private professional guardians and family members to provide budgeting, wealth planning and investing designed to assist those who are integral to the care of society’s most vulnerable: people with disabilities, elderly individuals with dementia, accident victims and other special needs populations.
National Care Advisors

National Care Advisors
www.nationalcareadvisors.com

National Care Advisors, founded in 2008, is a national nurse consulting firm providing life care planning, quality of life assessment, third-party benefit analysis, educational and litigation consulting as well as case management services for individuals with special needs and disabilities.

We work with attorneys, financial planners, trustees and their client families in all 50 states to navigate the complex financial and legal climate surrounding insurance, government benefits, and future cost projections. Sustainable quality of life should be attainable for any who seek it, no matter their abilities or special needs. Our case managers and consultants work to maximize quality of life within the available scope of resources. Learn more about us at www.nationalcareadvisors.com
WealthCounsel

WealthCounsel
wealthcounsel.com

State-of-the-art drafting software and workflow solutions, practice building coaching programs, legal content marketing services, education, and a nationwide community of like-minded attorneys—WealthCounsel has all you need to practice efficiently and confidently.

Estate Planning, Guardianship and Elder Law Conference

Overview

Event Schedule

Thursday Morning, Aug. 10, 2023

Thursday Afternoon, Aug. 10, 2023

Friday Morning, Aug. 11, 2023

Friday Afternoon, Aug. 11, 2023

Conference Faculty

Planning Committee

Credit Info

MCLE Credit

Other Credit

MCLE Credit

Other Credit

Key Dates

Venue

Moody Gardens

Accommodations

Our Sponsors

Cadence Asset Management & Trust

American National Bank of Texas - Trust Dept.

Frost Wealth Advisors

Austin Trust Company

Integrity Marketing Solutions

Legacy Enhancement Trust

American National Bank & Trust

CareFor

Krause Financial Services

Merrill: The Special Needs Team – Texas

National Care Advisors

WealthCounsel

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