27^th Annual

Estate Planning, Guardianship and Elder Law Conference

San Antonio Jul 31 - Aug 1, 2025 La Cantera Resort & Spa $775 Individual | $875 after Jul 17 $695 Group rate per person (5 registrants minimum) | $795 after Jul 17 $620 Group rate per person (10 registrants minimum) | $720 after Jul 17

Live Webcast Jul 31 - Aug 1, 2025 $875 Individual $795 Group rate per person (5 registrants minimum) $720 Group rate per person (10 registrants minimum) $100 Add-on rate for in-person registrants

Register

Related products: Materials

PRESENTED BY
The University of Texas School of Law
Texas Chapter of the National Academy of Elder Law Attorneys

EVENT SPONSORS
Legacy Enhancement Trust
Cadence Asset Management & Trust
Frost Bank
Happy State Bank & Trust Co.
Medivest Benefit Advisors, Inc.
Evan Howell Properties

EXCLUSIVE WI-FI SPONSOR
American National Bank & Trust

EXCLUSIVE LANYARD SPONSOR
Austin Trust Company

CONFERENCE SPONSORS
American Cancer Society
AshBer
Bank of Texas
Capital Title of Texas | Tim Allums-Realtor KW Heritage
CareFor
Colvent Group
Elder Law Trio Press
Executor Support
Keever & Wiesenthal
Krause Financial
Merrill: The Special Needs Team – Texas
Mir Care Consultants
National Care Advisors
Texas ABLE Program – A Savings Program for Texans with Disabilities
WealthCounsel

Overview

The Estate Planning, Guardianship and Elder Law Conference, held on July 31 - August 1, 2025 at La Cantera Resort & Spa, San Antonio, TX, 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. Whether attending in person or via webcast, participants will benefit from a comprehensive program that addresses key issues and offers valuable insights from experienced professionals.

Highlights and Learning Outcomes:

Gain insights into recent changes in Medicaid law and policy, effective advocacy strategies, and the enrollment process for Medicare Parts A, B, C, and D.
Learn how to recognize potential incapacity in clients, explore lesser restrictive alternatives to guardianship, and understand the practical applications of these alternatives.
Discover strategies for handling special assets in estate planning and administration, including minerals, business interests, crypto, cattle, and promissory notes, as well as planning for ranch owners.
Examine the ethical and practical uses of AI in law practice, understand the implications of licensed legal paraprofessionals, and explore the ethical considerations in estate planning.
Bring your family and friends to a special after dinner dessert and drinks reception on Thursday evening from 7:30-8:30 p.m.

Are you a TX NAELA Member? Come a day early and attend the 2025 TX NAELA Summer Conference! The Summer Conference is open ONLY to TX NAELA Members.

Event Schedule

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

Day 1 July 31, 2025
Day 2 August 1, 2025

Time

Credit

Subject

Speaker
Thursday Morning, July 31, 2025
Presiding Officer:
Christina Lesher, The Law Office of Christina Lesher, PC - Houston, TX
7:30 am
San Antonio Only

Registration and Exhibit Hall Opens

Includes continental breakfast.

Thank You to Our Breakfast Sponsor
San Antonio Only

Guest Meal Package—$95

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, as well as the Thursday evening after-dinner reception.
8:20 am

Welcoming Remarks
8:30 am

0.75 hr
0.25 hr ethics

How Do We Practice Law?

Have you ever wondered how other attorneys handle the practical aspects of managing clients and cases? Do other attorneys store original documents for clients? Are will-reading ceremonies a thing? This presentation discusses survey results from Texas attorneys in this practice area.

Dianne Reis, Attorney at Law - Plano, TX
9:15 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, PLLC - Waco, TX
Materials By:
Gerry W. Beyer, Texas Tech University School of Law - Lubbock, TX
9:45 am

15-Minute Break
10:00 am

0.50 hr

TRS Beneficiary Designations: Simple Rules, Big Consequences

From outdated forms to unintended heirs, TRS beneficiary designations can create surprising pitfalls for your clients. This session covers the essential rules, common mistakes, and smart planning strategies to ensure TRS benefits align with your clients’ estate plans.

Lindsey James-West, LKJ Financial - Houston, TX
10:30 am

0.75 hr

Medicaid Update

Identify and explain 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 well.

H. Clyde Farrell, Farrell & Johnson PLLC - Austin, TX
Marilyn G. Miller, Marilyn G. Miller, Attorney at Law - Dripping Springs, TX
11:15 am

0.50 hr

Handling Special Assets in Planning and Administration

Explore how to plan for and administer special assets, including minerals, business interests, crypto, cattle, and promissory notes.

Adrianne Graves, Graves Law PLLC - Houston, TX
11:45 am
San Antonio Only

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

Lunch included in registration.
Thursday Afternoon, July 31, 2025
Presiding Officer:
Bryn A. Poland, Mayo & Poland PLLC - Baytown, TX
LUNCHEON PRESENTATION
San Antonio Only

Thank You to Our Luncheon Sponsor
12:15 pm

1.00 hr
0.25 hr ethics
0.50 hr guardianship

Recognizing Potential Incapacity of a Client

Discuss how to recognize potential incapacity in clients and the limitations any such incapacity causes. The discussion includes identifying the varying levels of capacity, steps that can be taken to identify capacity, and the types of incapacity a person may suffer from.

Moderator:
Jessica L.D. Guobadia, Crain Caton & James - Houston, TX
Dr. Christopher Merkl, Houston, TX
1:15 pm

15-Minute Break
1:30 pm

1.00 hr
0.50 hr ethics
1.00 hr guardianship

Lesser Restrictive Alternatives / Supports and Services to Guardianship: A Guide for a Practical Practice

Discuss lesser alternatives to guardianships including power of attorneys, representative payees, care managers, and 1301 management trusts, and other creative alternatives when dealing with legal issues or assets in other jurisdictions.

Hon. Amy Rigby Parsons, Harris County Probate Court #3 - Houston, TX
Andrea Lee Uresti Barr, Barr Law, PLLC - Sugar Land, TX
Tara Zinn, Harris County Probate Court #3 - Houston, TX
2:30 pm

0.75 hr

When and How to Enroll in Medicare Parts A, B, C, D

This presentation covers when beneficiaries should enroll in Medicare, the differences between Parts A, B, C, and D, and the process and deadlines for enrolling in each.

Pi-Yi Mayo, Mayo & Poland PLLC - Baytown, TX
3:15 pm

10-Minute Break
3:25 pm

0.50 hr

Estate Planning for Ranch Owners

Does your ranch-owning client plan to liquidate it or keep it in the family for generations to come? Learn practical planning strategies to address multi-generational ownership, liability protection needs, and desired tax treatment of the family ranch.

Tanya E. Feinleib, Langley and Banack, Inc. - San Antonio, TX
3:55 pm

0.50 hr
0.25 hr ethics

Pitfalls and Problems with Licensed Legal Paraprofessionals

A discussion of the current status of the Texas Supreme Court’s proposed rules regarding Licensed Legal Paraprofessionals, the issues presented by LLPs, and some alternative solutions.

Ruth-Ann Toups, The Toups Law Firm - Spring, TX
4:25 pm

0.75 hr ethics

Ethics and Practical Uses of AI in Your Law Practice

This presentation explores the ethical and practical uses of AI in estate planning, guardianship, and elder law, offering guidance on current AI tools and leveraging AI while upholding professional responsibilities. It examines AI's potential to automate tasks, improve efficiency, and enhance client service while addressing ethical considerations and relevant ABA rules, including billing for AI-related services.

Greg Lambert, Jackson Walker LLP - Houston, TX
5:10 pm

Adjourn
Thursday Evening, July 31, 2025
7:30 pm
San Antonio Only

Beat the Summer Heat with a Frosty Evening | 7:30 - 8:30 p.m. (RSVP Requested)

Join us on the City View Terrace for a chill evening with after-dinner desserts and cocktails. Families and guests are welcome!

Thank You to Our Sponsor

Time

Credit

Subject

Speaker
Friday Morning, Aug. 1, 2025
Presiding Officer:
Benecia Flores, Petrosewicz Law Firm, P.C. - Richmond, TX
7:30 am
San Antonio Only

Conference Room and Exhibit Hall Opens

Includes continental breakfast.

Thank You to Our Breakfast Sponsor
8:00 am

0.75 hr

Medicaid Asset Protection Trusts

Learn how Medicaid Asset Protection Trusts can be strategically utilized to help your clients qualify for long-term care benefits while preserving assets and avoiding trust-busting traps.

Lisa Shoalmire, Ross & Shoalmire PLLC - Texarkana, TX
8:45 am

0.75 hr
0.75 hr guardianship

A Toolkit for Contested Guardianships

This session provides you with guidance, forms, and strategy considerations to help you be successful in your next contested guardianship case.

Christopher C. Burt, BoyarMiller - Houston, TX
9:30 am

0.50 hr

Ask an HHSC Representative

Gain insight on a variety of topics including the processing of client applications, utilizing the 211-call system, setting up an online account on yourtexasbenefits.com and the loading of large attachments.

Leslea Tate Pickle, Texas Health and Human Services Commission - Austin, TX
10:00 am

15-Minute Break
10:15 am

0.75 hr
0.50 hr guardianship

The Four-Step Process for Sale of Property

Whether Guardianship, Dependent Administration or Sale of a Ward’s (Minor’s) property without Guardianship, there are legislative requirements and title underwriter requirements in relation to the documents that have to be filed with the courts to obtain permission to sell real property owned. Discuss applications, time limitations, verified accountings, reasons for selling and Deeding requirements.

Thad Barreneche, Title Resources Guaranty - Dallas, TX
Pam Keever, Keever & Wiesenthal and American Title Company of Houston - Houston, TX
Tonya Knauth, Attorney at Law - Houston, TX
11:00 am

0.50 hr
0.25 hr guardianship

Working with Adult Protective Services

Elder Law, Guardianship and Estate Planning attorneys frequently encounter family members who are either alleged victims or alleged perpetrators of abuse, neglect, and/or exploitation. This session provides attorneys with a framework of reference for how Texas Adult Protective Services performs its investigations and recommendations on how to best accomplish successful outcomes when confronted with an APS investigation.

Terry W. Hammond, Kemp Smith, LLP - El Paso, TX
Laura Palmquist, Texas Department of Family and Protective Services - 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. 1, 2025
Presiding Officer:
Wesley E. Wright, Wright Abshire, Attorneys P.C. - Bellaire, TX
LUNCHEON PRESENTATION
San Antonio Only

Thank You to Our Luncheon Sponsor
12:00 pm

0.75 hr

Legislative Update

Update on new legislation impacting estate planning, guardianships, trusts and related practice areas.

Lauren Davis Hunt, Osborne, Helman, Scott, Knisely & Stanton L.L.P. - Austin, TX
12:45 pm

30-Minute Break and Vendor Announcements
1:15 pm

1.00 hr
1.00 hr guardianship

Representing Proposed Wards: How Disorganized is Legally Disorganized?

Hear strategies to employ when your proposed ward has capacity (or partial capacity) and ways to work with the applicant’s attorney to protect the rights of your proposed ward.

Lauren Olson, Leu, Peirce, & Olson, PLLC - Plano, TX
Kathleen Schultz Wiesenthal, Keever & Wiesenthal - Houston, TX
2:15 pm

0.75 hr
0.25 hr ethics

Death and Fraud on the Community

Explore the fundamentals of fraud-on-the-community claims, including a discussion of the claim’s origins, elements, defenses, remedies, related causes of action, and practical examples from Texas cases.

Eric Bean, Ferguson Braswell Fraser Kubasta PC - Houston, TX
3:00 pm

10-Minute Break
San Antonio Only

Thank You to Our Break Sponsor
3:10 pm

1.00 hr
0.25 hr ethics

SECURE Act Final Regulations: Planning for Distribution of Retirement Assets

Discuss notable provisions in the SECURE Act Final Regulations relating to retirement assets from an estate planning perspective. In particular, evaluate naming trusts as beneficiaries of retirement assets.

Karen S. Gerstner, Karen S. Gerstner & Associates, P.C. - Houston, TX
4:10 pm

0.75 hr
0.50 hr ethics

Protecting the Client and Their Plan from Interlopers and Do-Gooders

When other advisors, family, and friends involve themselves in the estate planning process they may help or interfere, or both. This presentation addresses the ethical and practical issues that result and offers real world solutions that put the client's interests and goals first.

Bernard E. ("Barney") Jones, Attorney at Law - Houston, TX
Sarah Patel Pacheco, Jackson Walker LLP - Houston, TX
4:55 pm

Adjourn

Day 1 July 31, 2025
Day 2 August 1, 2025

Download Schedule

Conference Faculty

Andrea Lee Uresti Barr

Barr Law, PLLC
Sugar Land, TX

Thad Barreneche

Title Resources Guaranty
Dallas, TX

Eric Bean

Ferguson Braswell Fraser Kubasta PC
Houston, TX

Gerry W. Beyer

Texas Tech University School of Law
Lubbock, TX

Christopher C. Burt

BoyarMiller
Houston, TX

H. Clyde Farrell

Farrell & Johnson PLLC
Austin, TX

Tanya E. Feinleib

Langley and Banack, Inc.
San Antonio, TX

Karen S. Gerstner

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

Adrianne Graves

Graves Law PLLC
Houston, TX

Jessica L.D. Guobadia

Crain Caton & James
Houston, TX

Terry W. Hammond

Kemp Smith, LLP
El Paso, TX

Lauren Davis Hunt

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

Lindsey James-West

LKJ Financial
Houston, TX

Bernard E. ("Barney") Jones

Attorney at Law
Houston, TX

Pam Keever

Keever & Wiesenthal and American Title Company of Houston
Houston, TX

Tonya Knauth

Attorney at Law
Houston, TX

Greg Lambert

Jackson Walker LLP
Houston, TX

Pi-Yi Mayo

Mayo & Poland PLLC
Baytown, TX

Dr. Christopher Merkl

Houston, TX

Marilyn G. Miller

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

Lauren Olson

Leu, Peirce, & Olson, PLLC
Plano, TX

Sarah Patel Pacheco

Jackson Walker LLP
Houston, TX

Laura Palmquist

Texas Department of Family and Protective Services
Austin, TX

Hon. Amy Rigby Parsons

Harris County Probate Court #3
Houston, TX

Leslea Tate Pickle

Texas Health and Human Services Commission
Austin, TX

Elisa Dillard Rainey

Rainey & Rainey, PLLC
Waco, TX

Dianne Reis

Attorney at Law
Plano, TX

Lisa Shoalmire

Ross & Shoalmire PLLC
Texarkana, TX

Ruth-Ann Toups

The Toups Law Firm
Spring, TX

Kathleen Schultz Wiesenthal

Keever & Wiesenthal
Houston, TX

Tara Zinn

Harris County Probate Court #3
Houston, 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

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

Joy Eckelkamp

Bentley Eckelkamp, PLLC
Sugar Land, TX

H. Clyde Farrell

Farrell & Johnson PLLC
Austin, TX

Tanya E. Feinleib

Langley and Banack, Inc.
San Antonio, TX

Benecia Flores

Petrosewicz Law Firm, P.C.
Richmond, TX

John B. Henry III

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

Pam Keever

Keever & Wiesenthal and American Title Company of Houston
Houston, 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.
Austin, TX

Pi-Yi Mayo

Mayo & Poland PLLC
Baytown, 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, PLLC
Waco, TX

P. James Rainey

Rainey & Rainey LP
Waco, TX

Lisa Shoalmire

Ross & Shoalmire PLLC
Texarkana, TX

Patricia Flora Sitchler

The Law Office of Patricia Flora Sitchler
La Vernia, TX

Nancy Sosa

Cadence Bank
Austin, TX

Ruth-Ann Toups

The Toups Law Firm
Spring, 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.

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 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 – 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

Guardianship Ad Litem Certification(for attorneys only) – 4.00 hrs | 4.00 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.

ICB Certified Trust and Financial Advisor (CTFA) – Expected – 15.00 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 (UT Law CLE is a provider of NASBA Group-Live credit only, which excludes online offerings.

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

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

TX Accounting CPE – 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) – Expected – 15.00 hrs

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.

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

Guardianship Ad Litem Certification(for attorneys only) – 4.00 hrs

CPA - Other States – 18.00 hrs

You may use this accounting certificate to self-report your CPA credit to various states. Use this handy registry guide for state-by-state rules: https://www.nasbaregistry.org/cpe-requirements

ICB Certified Trust and Financial Advisor (CTFA) – Expected – 15.00 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) – Expected – 15.00 hrs

Key Dates

San Antonio – Jul 31 - Aug 1, 2025 – La Cantera Resort & Spa

Live Webcast – Jul 31 - Aug 1, 2025

San Antonio
Live Webcast

Individual
Last day for $725.00 Early Bird pricing: Apr 4, 2025
Last day for $775.00 Regular pricing: Jul 17, 2025

$875.00 for registrations received after this time

Group (5 registrants minimum)
Last day for $655.00 Early Bird pricing: Apr 4, 2025
Last day for $695.00 Regular pricing: Jul 17, 2025

$795.00 for registrations received after this time

Group (10 registrants minimum)
Last day for $580.00 Early Bird pricing: Apr 4, 2025
Last day for $620.00 Regular pricing: Jul 17, 2025

$720.00 for registrations received after this time

Last day for cancellation (full refund): Jul 25, 2025

$50 processing fee applied after this date

Last day for cancellation: Jul 28, 2025

Individual
Last day for $775.00 Regular pricing: Apr 4, 2025

$875.00 for registrations received after this time

Group (5 registrants minimum)
Last day for $695.00 Regular pricing: Apr 4, 2025

$795.00 for registrations received after this time

Group (10 registrants minimum)
Last day for $620.00 Regular pricing: Apr 4, 2025

$720.00 for registrations received after this time

Add-on
Last day for $100.00 Regular pricing: Apr 4, 2025

$100.00 for registrations received after this time

Last day for cancellation (full refund): Jul 25, 2025

$50 processing fee applied after this date

Last day for cancellation: Jul 28, 2025

Venue

La Cantera Resort & Spa

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

Accommodations

We have secured a special $223 room rate and discounted $30 resort fee good through July 1, 2025 (subject to availability). Book online or contact the hotel directly at 210-558-6500 and reference the UT Law CLE Elder Law Conference.

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.

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/
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
Frost Bank

Frost is the banking, investments and insurance subsidiary of Cullen/Frost Bankers, Inc. (NYSE: CFR), a financial holding company with $52.5 billion in assets on December 31, 2024. 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/
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/
Medivest Benefit Advisors, Inc.

Medivest is a national Medicare Secondary Payer (MSP) compliance company. In 1996 we were the first company to professionally administer a Medicare Set-Aside arrangement. For almost 30 years Medivest has been an innovator, creating pre-settlement and post-settlement solutions. Our experienced claims professionals, using state of the art software, adjudicate bills in a quick and timely manner. In addition to Professional Administration, Medivest provides other services including preparing MSA Allocation reports, Lien Resolution, verifying Social Security/Medicare eligibility, and Trust Advisor services. For more information on Medivest please visit www.medivest.com. www.medivest.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/
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/
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 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/
Capital Title of Texas | Tim Allums-Realtor KW Heritage

Capital Title is the Largest Independent Title Company in the United States. Texas-based and family-owned, we base our business philosophy on a strong set of “Values and Ideals” which guide us toward the goal of delivering excellence to every customer. With over one hundred Texas offices, our closing teams are the most experienced, dependable escrow professionals in the title industry. Debbie Levasseur, with 15 years of experience, is well versed in all types of title transactions. She prides herself on communication and customer service.

Tim Allums has specialized in probate listings for the past several years and is essential when helping evaluate property conditions. He works closely with attorneys, executors, and administrators. Tim is passionate about real estate and sharing his knowledge with others in the community. His wife and co-agent, Becky, works alongside him and has years of experience in the real estate industry. When leisure time presents itself, they enjoy travelling, fast cars, and the pursuit of excellent BBQ. ctot.com/
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

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/
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
Executor Support

Executor Support

executorsupport.com/
Keever & Wiesenthal

Keever & Wiesenthal

www.keeverlaw.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
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 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/
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
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/
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/

27th Annual

Estate Planning, Guardianship and Elder Law Conference

San Antonio Jul 31 - Aug 1, 2025 La Cantera Resort & Spa $775 Individual | $875 after Jul 17 $695 Group rate per person (5 registrants minimum) | $795 after Jul 17 $620 Group rate per person (10 registrants minimum) | $720 after Jul 17

Live Webcast Jul 31 - Aug 1, 2025 $875 Individual $795 Group rate per person (5 registrants minimum) $720 Group rate per person (10 registrants minimum) $100 Add-on rate for in-person registrants

Register

Related products: Materials

Overview

Related Conference

Texas NAELA Summer Conference

Event Schedule

Thursday Morning, July 31, 2025

Thursday Afternoon, July 31, 2025

Thursday Evening, July 31, 2025

Friday Morning, Aug. 1, 2025

Friday Afternoon, Aug. 1, 2025

Conference Faculty

Andrea Lee Uresti Barr

Thad Barreneche

Eric Bean

Gerry W. Beyer

Christopher C. Burt

H. Clyde Farrell

Tanya E. Feinleib

Karen S. Gerstner

Adrianne Graves

Jessica L.D. Guobadia

Terry W. Hammond

Lauren Davis Hunt

Lindsey James-West

Bernard E. ("Barney") Jones

Pam Keever

Tonya Knauth

Greg Lambert

Pi-Yi Mayo

Dr. Christopher Merkl

Marilyn G. Miller

Lauren Olson

Sarah Patel Pacheco

Laura Palmquist

Hon. Amy Rigby Parsons

Leslea Tate Pickle

Elisa Dillard Rainey

Dianne Reis

Lisa Shoalmire

Ruth-Ann Toups

Kathleen Schultz Wiesenthal

Tara Zinn

Planning Committee

Wesley E. Wright—Chair

April Rogers—Director

Kelley M. Bentley

Jennifer L. Coulter

Randy Drewett

Joy Eckelkamp

H. Clyde Farrell

Tanya E. Feinleib

Benecia Flores

John B. Henry III

Pam Keever

Christina Lesher

Lori A. Leu

Renée C. Lovelace

Pi-Yi Mayo

Marilyn G. Miller

Sarah Patel Pacheco

Bryn A. Poland

Elisa Dillard Rainey

P. James Rainey

Lisa Shoalmire

Patricia Flora Sitchler

Nancy Sosa

Ruth-Ann Toups

Credit Info

MCLE Credit

Other Credit

MCLE Credit

Other Credit

Key Dates

Venue

La Cantera Resort & Spa

27^th Annual