26^th Annual

Estate Planning, Guardianship and Elder Law Conference

San Antonio Aug 8-9, 2024 La Cantera Resort & Spa
Conference Concluded

Live Webcast Aug 8-9, 2024
Conference Concluded

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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 Asset Management & Trust
Legacy Enhancement Trust
Frost Wealth Advisors
Happy State Bank & Trust Co.
American National Bank & Trust

EXCLUSIVE WEBCAST SPONSOR
Austin Trust Company

CONFERENCE SPONSORS
CareFor
Colvent Group Inc.
Evan Howell Properties
Krause Financial
National Care Advisors
WealthCounsel

EXHIBITORS
American Cancer Society
AshBer
Bank of Texas
Elder Law Trio Press
Family Tree Private Care
Merrill: The Special Needs Team – Texas
Mir Senior Care Management Inc. & Care Consultants
The Arc of Texas Master Pooled Trust
Texas ABLE Program – A Savings Program for Texans with Disabilities
McKnight Title and Tim Allums - Realtor, KW Heritage Realty

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.

2024 Highlights:

Medicaid Update and other Hot Topics discusses Medicaid advocacy strategies that are “hot,” either because they are new or because they are underutilized but work well.
Hear updates on changes in defending against MERP claims and discuss continuing sticky situations.
Test your knowledge of ethics rules in estate planning and probate in Ethics Jeopardy.
Estate Planning Best Practices provides practical advice on how to avoid contests and other litigation related to estate planning drafting.
Explore guardianship essentials, key issues, and alternatives—for up to 4.25 hours of Guardianship credit – including The Rules of Evidence in Guardianship Proceedings, Alternatives to Guardianship including Support Services, Mental Commitments vs. Guardianships, and Fee Petitions in Guardianship Cases.
End each day with a moderated discussion of the day's topics by a panel of experts on Can We Talk? Parts 1 and 2 .
Join conference faculty and fellow colleagues at the Thursday Evening Networking Reception.

This conference is informative and informal—attendees and faculty are encouraged to bring the family!

Are you a TX NAELA Member? Come a day early and attend the 2024 TX NAELA Summer Conference on August 7th! The Summer Conference is open ONLY to TX NAELA Members.

TX NAELA Members with a paid 2024 Estate Planning, Guardianship and Elder Law Conference registration will receive a $245 discount on their 2024 NAELA Summer Conference registration! Click here to get the special Member Rate when you jointly register for both conferences.

Sponsorship Opportunities Available here.

Event Schedule

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

Day 1 August 8, 2024
Day 2 August 9, 2024

Time

Credit

Subject

Speaker
Thursday Morning, Aug. 8, 2024
Presiding Officer:
Wesley E. Wright, Wright Abshire, Attorneys P.C. - Bellaire, TX
Thank You to Our Webcast Sponsor
7:30 am
San Antonio Only

Registration and Exhibit Hall Opens

Includes continental breakfast.

Thank You to Our Breakfast Sponsor
7:50 am
San Antonio Only

Guest Meal Package—$75

Have family members or guests joining you in San Antonio? You can now purchase a guest meal package for each of your guests, that includes Thursday and Friday's continental breakfasts and lunches.
8:20 am

Welcoming Remarks
8:30 am

0.50 hr

Case Law Update

A review of recent cases affecting the practice of estate planning, guardianship, and elder law in Texas and around the country.

Elisa Dillard Rainey, Rainey & Rainey, Attorneys at Law LP - Waco, TX
Materials By:
Gerry W. Beyer, Texas Tech University School of Law - Lubbock, TX
9:00 am

0.50 hr

A House Divided: The Rights and Duties of Homesteaders, Life Tenants, Remaindermen, and Co-Tenants

Discuss the often complex relationship between the surviving spouse who chooses to exercise her homestead right, or who inherits a life estate in separate property, and the remaindermen who are standing by to receive the property. Learn the various rights and obligations of those who exercise a homestead right, possess a life estate, or own a remainder interest in property.

Gus G. Tamborello, Gus G. Tamborello, P.C. - Houston, TX
9:30 am

0.75 hr

Medicaid Update and Other Hot Topics

This presentation identifies and explains recent changes in Medicaid law and policy. Discuss Medicaid advocacy strategies that are “hot,” either because they are new or because they are underutilized but work really well.

H. Clyde Farrell, Farrell & Johnson PLLC - Austin, TX
Marilyn G. Miller, Marilyn G. Miller, Attorney at Law - Dripping Springs, TX
10:15 am

15-Minute Break
10:30 am

0.50 hr

Partition of Real Property Under Texas Law: A Primer

An overview of the litigation process of a claim for partition of real estate, including issues which arise under the Uniform Partition of Heirs’ Property Act.

Sanford L. Dow, Dow Golub Remels & Gilbreath, PLLC - Houston, TX
11:00 am

0.75 hr

Planning for Clients Who Might Have a Taxable Estate

As advisors, if we knew when clients would pass away, who would survive them, the assets included in their taxable estates, and what the tax laws would be at the time of their deaths, we could all design perfect estate plans. Of course we are forced to do the best we can with what we have, including a scheduled 50% reduction to the transfer tax exemption amounts in 2026. This presentation focuses on estate planning and gifting strategies for clients who may or may not have a taxable estate, offering practical examples designed to empower advisors to enhance client relationships.

Jeff Chadwick, Winstead PC - The Woodlands, TX
11:45 am
San Antonio Only

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

Lunch included in registration.
Thursday Afternoon, Aug. 8, 2024
Presiding Officer:
Bryn A. Poland, Mayo & Poland PLLC - Baytown, TX
LUNCHEON PRESENTATION
San Antonio Only

Thank You to Our Luncheon Sponsor
12:15 pm

0.50 hr

Business Entities in Estate Planning: Asset Protection, Anonymity, and the Corporate Transparency Act

An overview of the leading issues related to asset protection and anonymity in business entity structures. Focus on the primary areas of concern when choosing the type of entity, jurisdiction for formation and ownership structure when the goals are asset protection and anonymity and the impact of the Corporate Transparency Act on these choices.

John K. Ross IV, Ross & Shoalmire PLLC - Texarkana, TX
12:45 pm

15-Minute Break
1:00 pm

1.00 hr
0.50 hr ethics
1.00 hr guardianship

Alternatives to Guardianship including Supports and Services

A discussion of practical considerations in determining whether lesser restrictive alternatives and supports and services are available and feasible in guardianship proceedings.

Hon. Jason Cox, Harris County Probate Court 3 - Houston, TX
2:00 pm

0.75 hr
0.25 hr ethics

Medicaid Planning or Medicaid Avoidance?

Sometimes we can help a relatively wealthy person qualify for Medicaid long-term care. This presentation explores how to help the client determine whether or not they are able to pay privately; and if so, whether they would be better served by doing so or by qualifying for Medicaid.

H. Clyde Farrell, Farrell & Johnson PLLC - Austin, TX
2:45 pm

10-Minute Break
San Antonio Only

Thank You to Our Break Sponsor
2:55 pm

0.50 hr

MERP Defense

This presentation provides updates on changes in defending against MERP claims and discussion of continuing sticky situations and traps. Discuss where HMS and we disagree and the problems of timelines, statutes of limitations, and the need for legislative change.

Jennifer L. Coulter, Townsend Allala, Coulter & Kludt, PLLC - El Paso, TX
3:25 pm

0.50 hr
0.25 hr ethics
0.25 hr guardianship

When All Else Fails...Avoiding the Dreaded Certified Mail Return Receipt Requested! What Exactly Does a Qualified Delivery Method Mean for Probate and Guardianship?

Certified mail has become increasingly unreliable. Discuss recent changes to the Estates Code regarding alternative service options in probate and guardianship cases.

Joy Eckelkamp, Rapp and Krock, PC - Houston, TX
Co-Author:
Victor Santana, Rapp & Krock PC - Houston, TX
3:55 pm

0.50 hr

Execution of Documents

It is said that more documents fail due to improper execution rather than improper drafting. Proper effective execution rules are not difficult, but they can be draconian. Mistakes can be fatal (to the document), especially when one person is signing in a capacity for another.

Rhonda S. Jolley, Branscomb Law, PLLC - Hondo, TX
Materials By:
Richard Melamed, Richard Melamed, PLLC - Houston, TX
4:25 pm

0.75 hr
0.25 hr ethics

Can We Talk? Pt. I

A moderated discussion of the day's topics with various presenters and the audience. Please submit your questions in advance to ConferenceQA@utcle.org.

Moderator:
Wesley E. Wright, Wright Abshire, Attorneys P.C. - Bellaire, TX
Panelists:
Jeff Chadwick, Winstead PC - The Woodlands, TX
Jennifer L. Coulter, Townsend Allala, Coulter & Kludt, PLLC - El Paso, TX
Sanford L. Dow, Dow Golub Remels & Gilbreath, PLLC - Houston, TX
Marilyn G. Miller, Marilyn G. Miller, Attorney at Law - Dripping Springs, TX
John K. Ross IV, Ross & Shoalmire PLLC - Texarkana, TX
5:10 pm
San Antonio Only

Networking Reception (in San Antonio from 5:10 p.m. – 6:10 p.m.)

Join us for drinks and hors d'oeuvres with program faculty and attendees.
5:10 pm

Adjourn

Time

Credit

Subject

Speaker
Friday Morning, Aug. 9, 2024
Presiding Officer:
Benecia Flores, Petrosewicz Law Firm, P.C. - Richmond, TX
7:30 am

Conference Room and Exhibit Hall Opens

Includes continental breakfast.
8:00 am

0.50 hr
0.25 hr ethics
0.50 hr guardianship

The Rules of Evidence in Guardianship Proceedings

This presentation is designed to be a practical guide to the Texas Rules of Evidence that are most applicable in Guardianship Proceedings.

Paul Albert Romano, Romano & Sumner, PLLC - Sugar Land, TX
8:30 am

0.75 hr
0.25 hr ethics
0.75 hr guardianship

Settlements of Guardianship Disputes

Discussion of practical and technical considerations when settling guardianship disputes and related litigation, including necessary parties, potential settlement structure to avoid a guardianship, authority and limitations on a proposed guardian, and options to bind the proposed ward and proposed ward’s estate. The discussion also includes ways to enforce guardianship settlement agreements.

Sarah Patel Pacheco, Jackson Walker LLP - Houston, TX
9:15 am

0.75 hr

Characterization of Marital Property

Learn about the various estates in a Texas marriage (i.e. separate estate and community estate), tracing and characterization of assets, and calculation of reimbursement claims. Hear about the intersection of probate and characterization and discuss the impact of various estate planning transactions and mechanisms on the characterization of assets.

Haran Levy, BDO USA, P.C. - Houston, TX
10:00 am

15-Minute Break
10:15 am

0.50 hr

Proper Preparation of Form 706

Practical advice for preparing and filing the United States Estate (and Generation-Skipping Transfer) Tax Return, including considerations and tips when filing for portability purposes.

Katherine J. Dickinson, Locke Lord LLP - Houston, TX
10:45 am

0.75 hr

Trust Protectors

Using trust protectors to make changes to trusts, including advantages, disadvantages and potential liability.

Glenn M. Karisch, Karisch Jonas Law, PLLC - Austin, TX
11:30 am
San Antonio Only

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

Lunch included in registration.
Friday Afternoon, Aug. 9, 2024
Presiding Officer:
Marilyn G. Miller, Marilyn G. Miller, Attorney at Law - Dripping Springs, TX
LUNCHEON PRESENTATION
San Antonio Only

Thank You to Our Luncheon Sponsor
12:00 pm

1.00 hr ethics

Ethics Jeopardy

Ethics Jeopardy is a game show themed presentation in which audience members can compete against each other using the Kahoot app, or by logging on to www.Kahoot.it. Trophies will be awarded to 1st, 2nd, and 3rd place contestants.

Hon. Jerry Simoneaux, Harris County Probate Court 1 - Houston, TX
1:00 pm

30-Minute Break and Vendor Announcements
1:30 pm

0.50 hr

Estate Planning Best Practices

Practical advice on how to avoid contests and other litigation related to estate planning drafting.

Jessica Newill, Gardener Law Firm - San Antonio, TX
2:00 pm

0.50 hr
0.25 hr ethics
0.50 hr guardianship

Fee Petitions in Guardianship Cases

This presentation explores the results of a statewide survey from courts handling probate and guardianship cases. The survey aims to collect information on fee standards, fee petition preferences, local rules, and other relevant questions regarding fee assessments and payments.

John B. Henry III, Law Office of John B. Henry, III, PLLC - Bellaire, TX
2:30 pm

0.50 hr
0.25 hr ethics
0.50 hr guardianship

Medicaid Planning in Guardianships

A discussion of how government benefits planning for single and married individuals can be accomplished in the context of Guardianships and Community Administrations.

Theresa A. Clarke, Wright Abshire, Attorneys - Bellaire, TX
Co-Author:
Jennifer Zenero, Wright Abshire - Bellaire, TX
3:00 pm

10-Minute Break
3:10 pm

0.75 hr
0.75 hr guardianship

Mental Commitments vs. Guardianships

Discuss finding the correct path to protection.

Hon. Guy Herman, Travis County Probate Court #1 - Austin, TX
Darlene Smith, Crain, Caton & James, P.C. - Houston, TX
3:55 pm

0.75 hr
0.25 hr ethics

Let’s Keep Talking! Pt. II

A moderated discussion of the day's topics with various presenters and the audience. Please submit your questions in advance to ConferenceQA@utcle.org.

Moderator:
Wesley E. Wright, Wright Abshire, Attorneys P.C. - Bellaire, TX
Panelists:
Theresa A. Clarke, Wright Abshire, Attorneys - Bellaire, TX
John B. Henry III, Law Office of John B. Henry, III, PLLC - Bellaire, TX
Glenn M. Karisch, Karisch Jonas Law, PLLC - Austin, TX
Jessica Newill, Gardener Law Firm - San Antonio, TX
Sarah Patel Pacheco, Jackson Walker LLP - Houston, TX
Paul Albert Romano, Romano & Sumner, PLLC - Sugar Land, TX
4:40 pm

Adjourn

Day 1 August 8, 2024
Day 2 August 9, 2024

Download Schedule

Conference Faculty

Gerry W. Beyer

Texas Tech University School of Law
Lubbock, TX

Jeff Chadwick

Winstead PC
The Woodlands, TX

Theresa A. Clarke

Wright Abshire, Attorneys
Bellaire, TX

Jennifer L. Coulter

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

Hon. Jason Cox

Harris County Probate Court 3
Houston, TX

Katherine J. Dickinson

Locke Lord LLP
Houston, TX

Sanford L. Dow

Dow Golub Remels & Gilbreath, PLLC
Houston, TX

Joy Eckelkamp

Rapp and Krock, PC
Houston, TX

H. Clyde Farrell

Farrell & Johnson PLLC
Austin, TX

John B. Henry III

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

Hon. Guy Herman

Travis County Probate Court #1
Austin, TX

Rhonda S. Jolley

Branscomb Law, PLLC
Hondo, TX

Glenn M. Karisch

Karisch Jonas Law, PLLC
Austin, TX

Haran Levy

BDO USA, P.C.
Houston, TX

Richard Melamed

Richard Melamed, PLLC
Houston, TX

Marilyn G. Miller

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

Jessica Newill

Gardener Law Firm
San Antonio, TX

Sarah Patel Pacheco

Jackson Walker LLP
Houston, TX

Elisa Dillard Rainey

Rainey & Rainey, Attorneys at Law LP
Waco, TX

Paul Albert Romano

Romano & Sumner, PLLC
Sugar Land, TX

John K. Ross IV

Ross & Shoalmire PLLC
Texarkana, TX

Victor Santana

Rapp & Krock PC
Houston, TX

Hon. Jerry Simoneaux

Harris County Probate Court 1
Houston, TX

Darlene Smith

Crain, Caton & James, P.C.
Houston, TX

Gus G. Tamborello

Gus G. Tamborello, P.C.
Houston, TX

Wesley E. Wright

Wright Abshire, Attorneys P.C.
Bellaire, TX

Jennifer Zenero

Wright Abshire
Bellaire, TX

Planning Committee

Wesley E. Wright—Chair

Wright Abshire, Attorneys P.C.
Bellaire, TX

April Rogers—Director

The University of Texas School of Law
Austin, TX

Molly Dear Abshire

Wright Abshire Attorneys, P.C.
Bellaire, TX

Kelley M. Bentley

The Bentley Law Firm
Sugar Land, TX

Jennifer L. Coulter

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

Sanford L. Dow

Dow Golub Remels & Gilbreath, PLLC
Houston, TX

Randy Drewett

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

Joy Eckelkamp

Rapp and Krock, PC
Houston, TX

H. Clyde Farrell

Farrell & Johnson PLLC
Austin, TX

Benecia Flores

Petrosewicz Law Firm, P.C.
Richmond, TX

Cathy Kim Fowlkes

Fowlkes Law Firm, PC
Abilene, TX

John B. Henry III

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

Christina Lesher

The Law Office of Christina Lesher, PC
Houston, TX

Lori A. Leu

Leu, Peirce, & Olson, 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

Sarah Patel Pacheco

Jackson Walker LLP
Houston, TX

Bryn A. Poland

Mayo & Poland PLLC
Baytown, 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

MCLE Credit

Texas – 14.75 hrs | 3.25 hrs Ethics | 4.25 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 – 14.75 hrs | 3.25 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.

Oklahoma – 17.50 hrs | 4.00 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 – 14.50 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 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 – 14.75 hrs | 3.25 hrs Ethics

Note on Self-Reporting Your Credits in Another State

If you wish to satisfy MCLE or other professional education requirements in another state for a program offered by the University of Texas School of Law, please check with the state bar or other licensing authority in that state to ensure it will qualify for self-reporting your credits.

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

Guardianship Ad Litem Certification(for attorneys only) – 4.25 hrs | 4.25 hrs Guardianship

Upon completion of the program you will receive the Declaration of Guardianship Course Completion document from UTCLE. You must complete the form and return it to the State Bar of Texas along with a check for $25. Upon receipt, the State Bar will issue a certificate letter.
For additional information please visit the State Bar of Texas website.

Certified Financial Planner (CFP) – 17.50 hrs

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

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

ICB Certified Trust and Financial Advisor (CTFA) – 16.25 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 – 17.50 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. If you need Accounting credit in any state other than Texas, please review the self-reporting guidelines on the NASBA website to confirm your ability to self-report credit from the live webcast.)

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 – 17.50 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) – 14.75 hrs | 3.25 hrs Ethics

This program has been approved for Guardianship credit by the JBCC. UT Law CLE has posted the course number for self-reporting, but attendees who select this credit type should also expect an email from staff with instructions and the course number.

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

MCLE Credit

Texas – 14.75 hrs | 3.25 hrs Ethics | 4.25 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 – 14.75 hrs | 3.25 hrs Ethics

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

You must claim your credit online in Your Briefcase, and will then be provided a Certificate of Attendance for your records. UT Law CLE is required to provide the State Bar with electronic attendance records for any MCLE participatory activity within 60 days of completion of the activity. The California licensee is responsible for reporting their compliance/credit hours earned to the State Bar at the end of their reporting period directly to the State Bar of California at calbar.ca.gov. UT Law CLE will maintain Attendance Records for four years.

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

Oklahoma – 17.50 hrs | 4.00 hrs Ethics

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

The University of Texas School of Law (Provider #169) live webcast presentations meet the requirements and are presumptively approved by the Oklahoma Bar Association for MCLE credit based on a 50-minute credit hour. Upon claiming credit, a Certificate of Completion will be emailed to you. UT Law CLE will report credit on your behalf to the Oklahoma Bar Association within 30 days after the webcast.

Pennsylvania – 14.50 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 – 14.75 hrs | 3.25 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

Guardianship Ad Litem Certification(for attorneys only) – 4.25 hrs | 4.25 hrs Guardianship

Certified Financial Planner (CFP) – 17.50 hrs

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

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

CPA - Other States – 17.50 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) – 16.25 hrs

Attendee Instructions for Submitting ABA CE Credit

TX Accounting CPE – 17.50 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) – 14.75 hrs | 3.25 hrs Ethics

Key Dates

San Antonio – Aug 8-9, 2024 – La Cantera Resort & Spa

Conference Concluded

Live Webcast – Aug 8-9, 2024

Conference Concluded

Buy

San Antonio
Live Webcast

Individual
Last day for $625.00 Early Bird pricing: Apr 12, 2024
Last day for $725.00 Regular pricing: Jul 24, 2024

$825.00 for registrations received after this time

Group (5 registrants minimum)
Last day for $655.00 Regular pricing: Jul 24, 2024

$755.00 for registrations received after this time

Group (10 registrants minimum)
Last day for $580.00 Regular pricing: Jul 24, 2024

$680.00 for registrations received after this time

Last day for cancellation (full refund): Aug 2, 2024

$50 processing fee applied after this date

Last day for cancellation: Aug 5, 2024

Individual
Last day for $625.00 Early Bird pricing: Apr 12, 2024
Last day for $725.00 Regular pricing: Jul 25, 2024

$825.00 for registrations received after this time

Group (5 registrants minimum)
Last day for $655.00 Regular pricing: Jul 25, 2024

$755.00 for registrations received after this time

Group (10 registrants minimum)
Last day for $580.00 Regular pricing: Jul 25, 2024

$680.00 for registrations received after this time

Add-on

Venue

La Cantera Resort & Spa

16641 La Cantera Parkway
San Antonio, TX 78256
210-558-6500
855-499-2960 (reservations)
Map

Accommodations

The room block at La Cantera has been exhausted. Other nearby options include:
Courtyard San Antonio Six Flags® at The RIM
DoubleTree by Hilton San Antonio Northwest
Tru by Hilton San Antonio at the Rim

$217 room rate and discounted $30 resort fee good through July 8, 2024 (subject to availability). Book online or contact the hotel directly at 210-558-6500 and reference the UT Law CLE Elder Law Conference, or group code UTG3124A.

Parking Information

Self parking is available at no charge. Valet parking is $40 per car, per night.

Our Sponsors

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

Cadence Asset Management & Trust

At Cadence, we believe that a customized wealth strategy plays a critical role in helping clients achieve a fulfilling life and lasting legacy. Averaging 20 years of experience each, our administrative advisors listen first to better understand our client’s definition of success, their goals and unique family dynamics. Whether it is planning for retirement, establishing a court-created or special needs trust, developing a customized investment strategy or transferring wealth to the next generation, Cadence’s innovative wealth management solutions can help clients overcome roadblocks and build a path to financial success. Cadence Trust & Asset Management has full-service office locations in Houston, Austin and Dallas.
cadencebank.com/wealth-management
Legacy Enhancement Trust

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

Frost is the banking, investments and insurance subsidiary of Cullen/Frost Bankers, Inc. (NYSE: CFR), a financial holding company with $50.8 billion in assets on December 31, 2023. One of the 50 largest U.S. banks by asset size, Frost provides a full range of banking, investments and insurance services to businesses and individuals in the Austin, Corpus Christi, Dallas, Fort Worth, Houston, Permian Basin, Rio Grande Valley and San Antonio regions. Founded in 1868, Frost has helped Texans with their financial needs during three centuries. For more information, visit www.frostbank.com. www.frostbank.com/pages/personal-investments.aspx
Happy State Bank & Trust Co.

“The town without a frown,” Happy, Texas, got its first bank in 1908, then called First State Bank of Happy. In 1989, 10 local families from Canyon, Texas purchased the $10 million dollar bank that was listed as the 812th largest bank in Texas. Happy State Bank is now the 20th largest bank with 35 branches in 25 markets, and an asset size of $3.4 billion. In addition to being named a “Best Banks to Work For” five years in a row by American Banker, Happy is ranked the 3rd Best Bank in Texas and the 26th Best Bank in the Nation by Forbes. The Happy Trust Company was added in 2002 and currently manages over 400 million dollars in assets. Happy’s trust team has over 300 years of combined experience providing expertise in farm and ranch management, securities portfolio services, and mineral interest oversight. Consistent with Happy State Bank’s mission, the trust company thrives on building personal relationships with our clients while providing the highest level of fiduciary service.
happytrust.com/
Austin Trust Company

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.

www.austintrust.com/
American National Bank & 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.
www.amnat.com/trust/
CareFor

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. carefor.com/
Colvent Group Inc.

Trust property is complex, we make it simple. With the Colvent Group HomWize program, large project oversight, and compliance reports, we have you covered. We specialize in nationwide home management and maintenance. Our services span all 50 states. We have forged partnerships with local, licensed, insured contractors to ensure that homes are purchased, repaired, and maintained with excellence…the Colvent way.

HomWize is our exclusive, proactive maintenance program that plays a key role in worry-free property management. Our standard in applying root-cause problem-solving techniques is the cornerstone of our company to ensure all requirements are well defined and executed. Conveniently scheduled HomWize maintenance calls and visits catch small issues early – saving you time, money, and hassle in the long run. HomWize gives insight to know when a major repair or replacement is due, which keeps you, the trustee, in control. colventgroup.com
Evan Howell Properties

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.
evanhowell.com/
Krause Financial

Krause Financial is an attorney-led firm that provides asset preservation solutions for estate planning and elder law attorneys and their clients. Using our specialized insurance products, resources, and support, we help attorneys streamline the process of advising clients planning for long-term care.

Our main priority is preserving your client’s assets in the face of long-term care. Our core products include Medicaid Compliant Annuities, long-term care insurance, and funeral expense trusts. We also offer tax-deferred annuities, whole life insurance, estate trusts, non-Medicaid SPIAs, and refusal letters. Along with our products, we provide case analysis and guidance tailored to each client’s unique situation. Our other services include Medicaid application support, fair hearing support, and annuity valuation.

In addition to providing products and services, we are committed to helping attorneys build their practices using our resources and educational tools. We offer live and on-demand webinars, CLE opportunities, state-specific Medicaid resources, our annual Krause Report, video library, white papers, and so much more.
www.krausefinancial.com
National Care Advisors

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

www.nationalcareadvisors.com
WealthCounsel

WealthCounsel has been helping estate planning and elder law attorneys practice efficiently and confidently for over twenty-five years. From creating intelligent documents to staying on top of changing laws, increasing your skill set, and growing your law practice, WealthCounsel provides world-class resources for all of your professional needs. www.wealthcounsel.com/
American Cancer Society

The American Cancer Society is the leading cancer-fighting organization with a vision of ending cancer as we know it, for everyone. We are the only organization working to improve the lives of people with cancer and their families through advocacy, research, and patient support, to ensure everyone has an opportunity to prevent, detect, treat, and survive cancer.

With a planned gift to the American Cancer Society, you and your client can combine their desire to give to charity with their overall financial, tax, and estate planning goals. Planned giving gives your client a special connection with the Society. A Planned Gift from an Estate will help those touched by cancer — for now and for years to come. www.cancer.org/
AshBer

AshBer is an independent insurance agency specializing in Medicaid Compliant Annuities as short as 2 months and long-term care insurance solutions. AshBer partners with attorneys and financial advisors across the country to deliver industry-leading service and premier insurance solutions to their clients offered by “A” rated insurance carriers. www.ashber.com/
Bank of Texas

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.
www.bokfinancial.com/
Elder Law Trio Press

Elder Law Trio Press

Elder Law Trio Press is a group of three law firms that co-author books. These firms are H. Clyde Farrell of Farrell & Johnson PLLC in Austin, Texas, Patricia “Patty” Flora Sitchler, a solo practitioner in the Law Office of Patricia Flora Sitchler in La Vernia, Texas [retired from solo practice] and Of Counsel to Rainey and Rainey Attorneys at Law LP, and Wright Abshire, Attorneys, A Professional Corporation which includes Wesley E. Wright and Molly Dear Abshire in Bellaire, a city within Houston, Texas. They currently co-author the 2020 edition of Texas Elder Law which is the 51st Volume of the Texas Practice Series published by Thomson. store.legal.thomsonreuters.com/law-products/Treatises/Texas-Elder-Law-2022-ed-Vol-51-Texas-Practice-Series/p/106818612
Family Tree Private Care

Our passion for elevating private in-home care is evidenced by our unique comprehensive service offering that ensures your loved one has a single, consistent company providing expert care for every stage of the aging journey. From companionship to complex medical care led by a nurse, we’re exceptionally high-touch and deeply experienced, ensuring we can provide unparalleled personalized care for long-term aging at home. Family Tree Private Care offers in-home care to over 700 clients throughout Texas and Colorado, and Care Management to close to 250 clients. familytreecares.com/
Merrill: The Special Needs Team – Texas

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.
fa.ml.com/snt
Mir Senior Care Management Inc. & Care Consultants

Founded in 2004, Mir Senior Care Management, Inc. & Care Consultants serves individuals faced with the challenges and complexities of aging and special needs by delivering the highest quality of life care management services. We exist to support our clients by providing personalized planning, consultation, education, advocacy, and resource navigation.
Services include:
Private Professional Guardianship Program
Holistic Care Planning
Licensed Medical Nursing Professionals
Licensed Social Work Professionals
Assess for Less Restrictive Alternatives
Crisis Intervention
Assessment and Client Support (Developmental, Intellectual, Mental Health, Physical Disabilities, Brain Injuries, & Chronic or Serious Illnesses)
Family Support and Guidance
We serve Central Texas, Corpus Christi, the Rio Grande, Houston, Brazos Valley Regions, and surrounding areas. Visit our website at www.mircareconsultants.com or call (512) 615-6116.
mircareconsultants.com/
Texas ABLE Program – A Savings Program for Texans with Disabilities

The Texas ABLE Program: A savings program for Texans with disabilities. The Texas Achieving A Better Life Experience (Texas ABLE®) program gives Texans with disabilities and their families the opportunity to save for disability - related expenses in a tax-advantaged ABLE account. Your clients may be able to save for a loved one's disability expenses without affecting eligibility for public benefits.

Funds in an ABLE account can be used to pay for qualified disability expenses that relate to the beneficiary disability and are used to maintain or improve his or her health, independence or quality of life. Texas ABLE is based on federal and state legislation and is maintained by the state through the Texas Comptroller of Public Accounts.
Learn more and enroll online at TexasABLE.org. 844-4TX-ABLE (844-489-2253)
CustomerService@TexasABLE.org www.texasable.org/
The Arc of Texas Master Pooled Trust

The Arc of Texas Master Pooled Trust (MPT) is a pooled SNT with an over 25 year history of serving Texans with disabilities and their families. Established with a commitment to promoting independence and safeguarding financial futures, this trust is a vital resource within the Texas disability community. With a person-centered focus, the MPT provides a unique and innovative solution for managing funds while preserving eligibility for government benefits.

Serving as a dependable ally, The Arc of Texas Master Pooled Trust navigates the complex landscape of government regulations and financial intricacies. By providing a streamlined and compassionate approach, the MPT empowers individuals to achieve their goals while maintaining the vital support systems that enhance their quality of life. The MPT stands as a testament to the organization's unwavering commitment to fostering financial well-being and autonomy within the diverse tapestry of the Texas disability community. www.thearcoftexas.org/trust/
McKnight Title

We are a premier Texas based title company, specializes in providing comprehensive and efficient title and escrow services. With a commitment to accuracy and professionalism, we facilitate smooth real estate transactions by conducting thorough title searches, issuing title insurance, and managing the escrow process. Our experienced team at McKnight Title is dedicated to ensuring a seamless closing experience for our clients, fostering trust and confidence in every transaction. Our services includes residential, commercial, refinances, reverse mortgages and REOs. We have 15 offices throughout Texas to serve you and your clients. www.mcknighttitle.com/
Tim Allums-Realtor KW Heritage

Tim Allums is a Broker Associate with Keller Williams Heritage Realty, serving San Antonio and surrounding areas. He is well-versed in handling complex residential and commercial real estate transactions involving probate. With over ten years of experience in real estate, Tim has considerable skill and understanding of the complexities often involved in selling real estate for executors and administrators. Tim has lived in the San Antonio area for over 40 years and graduated from UTSA in 1994 with a bachelor’s degree in economics. Tim and his wife, Becky (also a real estate agent), live in the San Antonio area in the town of Hollywood Park. In their spare time, they enjoy sports cars and muscle cars, often participating in track events, and are active in multiple car clubs. timallums.kw.com

26th Annual

Estate Planning, Guardianship and Elder Law Conference

San Antonio Aug 8-9, 2024 La Cantera Resort & Spa Conference Concluded

Live Webcast Aug 8-9, 2024 Conference Concluded

Buy

Related products: eConference Materials

Overview

Event Schedule

Thursday Morning, Aug. 8, 2024

Thursday Afternoon, Aug. 8, 2024

Friday Morning, Aug. 9, 2024

Friday Afternoon, Aug. 9, 2024

Conference Faculty

Gerry W. Beyer

Jeff Chadwick

Theresa A. Clarke

Jennifer L. Coulter

Hon. Jason Cox

Katherine J. Dickinson

Sanford L. Dow

Joy Eckelkamp

H. Clyde Farrell

John B. Henry III

Hon. Guy Herman

Rhonda S. Jolley

Glenn M. Karisch

Haran Levy

Richard Melamed

Marilyn G. Miller

Jessica Newill

Sarah Patel Pacheco

Elisa Dillard Rainey

Paul Albert Romano

John K. Ross IV

Victor Santana

Hon. Jerry Simoneaux

Darlene Smith

Gus G. Tamborello

Wesley E. Wright

Jennifer Zenero

Planning Committee

Wesley E. Wright—Chair

April Rogers—Director

Molly Dear Abshire

Kelley M. Bentley

Jennifer L. Coulter

Sanford L. Dow

Randy Drewett

Joy Eckelkamp

H. Clyde Farrell

Benecia Flores

Cathy Kim Fowlkes

John B. Henry III

Christina Lesher

Lori A. Leu

Renée C. Lovelace

Pi-Yi Mayo

John R. McNair

Marilyn G. Miller

Sarah Patel Pacheco

Bryn A. Poland

Elisa Dillard Rainey

Patricia Flora Sitchler

Nancy Sosa

Credit Info

MCLE Credit

Other Credit

MCLE Credit

Other Credit

Key Dates

Venue

La Cantera Resort & Spa

Accommodations

Parking Information

Our Sponsors

Elder Law Trio Press

Stay in the loop with UT Law CLE

26^th Annual

San Antonio Aug 8-9, 2024 La Cantera Resort & Spa
Conference Concluded

Live Webcast Aug 8-9, 2024
Conference Concluded