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28th Annual

Estate Planning, Guardianship and Elder Law Conference

Galveston Jul 30-31, 2026 Moody Gardens $775 Individual  |  $875 after Jul 15 $700 Group rate per person (5 registrants minimum)  |  $790 after Jul 15 $620 Group rate per person (10 registrants minimum)  |  $700 after Jul 15
Live Webcast Jul 30-31, 2026 $875 Individual $790 Group rate per person (5 registrants minimum) $700 Group rate per person (10 registrants minimum) $100 Add-on rate for in-person registrants
Register
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
Legacy Enhancement
Huntington National Bank
Frost
Evan Howell Properties
Executor Support
The Arc of Texas Master Pooled Trust
Texas Gulf Bank, N.A.

EXCLUSIVE LANYARD SPONSOR
American National Bank & Trust

EXCLUSIVE WI-FI SPONSOR
Austin Trust Company

CONFERENCE SPONSORS 
Aging Life Care Association® South Central Chapter
American Cancer Society
AshBer
Broadspire Care Management
Colvent Group
Family Tree Private Care
Heirloom
Krause Financial
National Care Advisors
Practice42
Premiere Care Solutions
Texas ABLE Program – A Savings Program for Texans with Disabilities
WealthCounsel

Download Brochure (PDF)

Overview

The 28th Annual Estate Planning, Guardianship and Elder Law Conference is back at Moody Gardens! Join us in Galveston, TX or via Live Webcast on July 30 - 31, 2026. This 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. 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.


NASBA Learning Outcomes:
  • Analyze recent tax law changes, penalties, and planning considerations impacting estates, trusts, and Medicaid eligibility, and apply those updates to client-specific tax strategies.
  • Evaluate complex estate planning scenarios involving business interests, cross-border assets, and advanced planning structures to determine appropriate wealth preservation and transfer strategies.
  • Assess ethical risks, including financial exploitation, scam trust arrangements, and fiduciary responsibilities, and apply professional standards to safeguard clients and ensure compliance.
  • Analyze client capacity, guardianship requirements, and alternatives, incorporating legal, medical, and procedural considerations into decision-making.
  • Apply emerging technologies, including artificial intelligence and digital tools, to enhance efficiency, accuracy, and client service in estate planning and elder law practice.

Are you a TX NAELA Member? Come a day early and attend the 2026 TX NAELA Summer Conference! The Summer Conference is open ONLY to TX NAELA Members.

  • Register now

Related Conference

Register for both Texas NAELA and UT Law CLE Elder Law to SAVE!
Not applicable for group orders

Texas NAELA Summer Conference

Galveston
Jul 29, 2026

Register

Event Schedule

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

  • Day 1 July 30, 2026
  • Day 2 July 31, 2026
  • Time
    Credit
    Subject
    Speaker

  • Thursday Morning, July 30, 2026

    Presiding Officer:
    Wesley E. Wright, Wright Abshire, Attorneys P.C. - Bellaire, TX

  • Galveston Only
    Guest Meal Package—$95
    Have family members or guests joining you in Galveston? 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.

  • 7:30 am
    Galveston Only
    Registration and Exhibit Hall Opens
    Includes continental breakfast.

    Thank You to Our Breakfast Sponsor
    Evan Howell Property Management logo

  • 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, PLLC - Waco, TX
    Materials By:
    Gerry W. Beyer, Texas Tech University School of Law - Lubbock, TX

    Elisa Dillard Rainey, Rainey & Rainey, PLLC - Waco, TX
    Materials By:
    Gerry W. Beyer, Texas Tech University School of Law - Lubbock, TX

  • 9:00 am
    0.75 hr
    Business Interests in Estate Planning and Medicaid

    Business ownership adds complexity to estate and long-term care planning, where control, transferability, and valuation all matter. This session provides practical guidance on protecting business interests, ensuring continuity during incapacity, and navigating Medicaid eligibility rules.

    Ben King, Ross & Shoalmire PLLC - Texarkana, TX

    Ben King, Ross & Shoalmire PLLC - Texarkana, TX

  • 9:45 am
    15-Minute Break

  • 10:00 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

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

  • 10:45 am
    0.50 hr
    Medicare Supplemental Policies: What You Need to Know and How They Can Save Your Client Money on Their Medical Costs

    Clients who choose fee for service “Traditional Medicare” need to have a Medicare Supplemental or Medigap policy to protect from the costs, deductibles and co-payments of Medicare. This presentation explains open enrollment and the types of policies available to cover all of these medical expenses that fee for service Medicare does not cover.

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

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

  • 11:15 am
    0.50 hr ethics
    0.50 hr guardianship
    A Tour Through the CME
    This presentation provides a practical walkthrough of the Physician’s Certificate of Medical Examination, examining the specific statutory requirements of the Texas Estates Code and the nuances of documenting incapacity. Learn to identify common pitfalls in these assessments to ensure your evidence withstands judicial scrutiny and accurately supports the legal standard for guardianship.

    Coleton W. Mayo, Mayo & Poland PLLC - Baytown, TX

    Coleton W. Mayo, Mayo & Poland PLLC - Baytown, TX

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

  • Thursday Afternoon, July 30, 2026

    Presiding Officer:
    John K. Ross IV, Ross & Shoalmire PLLC - Texarkana, TX
  • LUNCHEON PRESENTATION
  • 12:15 pm
    0.75 hr
    0.25 hr ethics
    Planning for Cross Border Families & Assets

    This topic highlights potential estate planning and administration issues faced by U.S. families with non-U.S. assets or beneficiaries, as well as non-U.S. families with U.S. assets or beneficiaries. Special consideration is given to probate avoidance options in and outside of the U.S., as well as estate, gift, and income tax nuances.

    Lauren M. Fitte, Ripp Grossman & Fitte LLP - Austin, TX

    Lauren M. Fitte, Ripp Grossman & Fitte LLP - Austin, TX

  • 1:00 pm
    15-Minute Break

  • 1:15 pm
    0.75 hr
    0.25 hr ethics
    Tax Penalties – Practical Takeaways for Estate Planners
    This presentation provides essential insights for estate planners and client advisers on tax penalty risks and how to address them proactively. Hear about the increase in IRS tax penalty enforcement in recent years, practical implications for estate planning clients, and best practices for avoiding (or minimizing) penalty assertions and setting client up for success in defenses.

    Bri Loughlin Johnson, Perkins Coie - Austin, TX

    Bri Loughlin Johnson, Perkins Coie - Austin, TX

  • 2:00 pm
    1.00 hr
    0.50 hr ethics
    1.00 hr guardianship
    Alternatives to Guardianship including Support Services

    Finding the Power in your Powers: avoiding or limiting guardianship through the use of planning tools. The practical implementation of traditional tools such as powers of attorney and supportive decision-making agreements and how to work around their limitations.

    Hon. Clarinda Comstock, Harris County Probate Court No. Four - Houston, TX
    Hon. Kenna Seiler, Montgomery County Probate Court Number One - Conroe, TX

    Hon. Clarinda Comstock, Harris County Probate Court No. Four - Houston, TX
    Hon. Kenna Seiler, Montgomery County Probate Court Number One - Conroe, TX

  • 3:00 pm
    10-Minute Break
    Thank You to Our Break Sponsor


    Executor Support logo

  • 3:10 pm
    0.75 hr
    0.25 hr ethics
    0.75 hr guardianship
    Evidentiary, Procedural and Service Issues in Contested and Uncontested Guardianships - “Why Is My Case Not Moving Faster?”

    An overview of the required details and common pitfalls to avoid in contested and uncontested guardianship matters at the incipient stages of filing and how to get your matter heard in court expeditiously.

    Hon. Lily Leal, Harris County Probate Court No. 5 - Houston, TX

    Hon. Lily Leal, Harris County Probate Court No. 5 - Houston, TX

  • 3:55 pm
    0.75 hr
    0.25 hr ethics
    "SECUREity” Under the AMBT Blanket: The EDB’s Lifetime Stretch Under SECURE

    Gain insight on drafting SECURE-compliant SNTs and repairing non-compliant trusts.

    Lynnelle Loke Moore, Loke Moore Law, PLLC - San Antonio, TX
    Materials By:
    Karen S. Gerstner, Karen S. Gerstner & Associates, P.C. - Houston, TX

    Lynnelle Loke Moore, Loke Moore Law, PLLC - San Antonio, TX
    Materials By:
    Karen S. Gerstner, Karen S. Gerstner & Associates, P.C. - Houston, TX

  • 4:40 pm
    1.00 hr
    0.25 hr ethics
    Unearthing the Practical Use of AI Tools for Our Practice and Yours

    Come away with real, practical tools you can use to begin your AI journey. How are you using AI? If you’re not, because you fear it or feel it’s too complicated and time consuming, our goal is to help you get going. AI is an elephant to be eaten, bite by bite!

    Wesley E. Wright, Wright Abshire, Attorneys P.C. - Bellaire, TX
    Wade Ryan Fitzhenry, Wright Abshire, Attorneys, PC - Bellaire, TX

    Wesley E. Wright, Wright Abshire, Attorneys P.C. - Bellaire, TX
    Wade Ryan Fitzhenry, Wright Abshire, Attorneys, PC - Bellaire, TX

  • 5:40 pm
    Adjourn

  • Thursday Evening, July 30, 2026

  • 7:30 pm
    Galveston Only
    Thursday After-Dinner Dessert Bar & Cocktails | 7:30 to 8:30 p.m. (RSVP Requested)
    Join us at the Moody Gardens Pool Deck Terrace for a "Fun with Frost" evening with after-dinner desserts and cocktails. Families and guests are welcome!

    Thank You to Our Sponsor

    logo for Frost Bank

  • Time
    Credit
    Subject
    Speaker

  • Friday Morning, July 31, 2026

    Presiding Officer:
    Elisa Dillard Rainey, Rainey & Rainey, PLLC - Waco, TX
  • 7:30 am
    Galveston Only
    Conference Room and Exhibit Hall Opens
    Includes continental breakfast.

    Thank You to Our Breakfast Sponsor

  • 8:00 am
    0.50 hr
    Marital Property Agreements and What’s All the Fuss About?
    Analyze Texas marital property agreements—including premarital, postmarital, and agreements converting separate property to community property—with a focus on enforceability issues such as voluntariness, unconscionability, financial disclosure, relevant case law, and practical drafting strategies. Also cover non-marital cohabitation agreements, addressing statute of frauds considerations, public policy limitations, and key drafting provisions for unmarried couples living together.

    Stephen F. Post, Fullenweider Wilhite - Houston, TX

    Stephen F. Post, Fullenweider Wilhite - Houston, TX

  • 8:30 am
    1.00 hr
    0.25 hr ethics
    1.00 hr guardianship
    Top Ten Lessons Learned When Handling Contested Guardianships

    Discussion of issues that guardianship practitioners should be aware of and prepare to address when involved in guardianship litigation. The discussion includes both pretrial and trial strategies.

    Hon. Fransheneka (Fran) Watson, Harris County Probate Court No. 5 - Houston, TX
    Sarah Patel Pacheco, Jackson Walker LLP - Houston, TX
    Darlene Payne Smith, Crain, Caton & James, P.C. - Houston, TX

    Hon. Fransheneka (Fran) Watson, Harris County Probate Court No. 5 - Houston, TX
    Sarah Patel Pacheco, Jackson Walker LLP - Houston, TX
    Darlene Payne Smith, Crain, Caton & James, P.C. - Houston, TX

  • 9:30 am
    15-Minute Break

  • 9:45 am
    0.75 hr
    0.25 hr ethics
    Advanced Estate Planning Structures
    A practical guide for practitioners at any level, offering clear explanations of how to use a wide range of estate‑planning structures — including SLATs (Spousal Lifetime Access Trusts), Bypass and Disclaimer Bypass Trusts, QTIP Trusts, Irrevocable Life Insurance Trusts (ILITs), Separate Share Trusts, and other commonly used “acronym” planning techniques.

    Eric Bean, Ferguson Braswell Fraser Kubasta PC (FBFK LAW) - Houston, TX

    Eric Bean, Ferguson Braswell Fraser Kubasta PC (FBFK LAW) - Houston, TX

  • 10:30 am
    0.75 hr ethics
    0.75 hr guardianship
    Preserving Choice: Legal Standards for Consent and the Need for Guardianship

    When does a client have the right to say “yes”—and when does the law step in to say “no”? This course explores the delicate balance between personal autonomy and protection, focusing on a client’s ability to consent and the legal threshold for guardianship. Through practical examples and Texas-specific guidance, attendees will learn how to recognize capacity, preserve client rights, and identify when guardianship is truly necessary.

    Victoria D. Seybold, Osborne, Helman, Scott, Knisely & Stanton, LLP - Austin, TX

    Victoria D. Seybold, Osborne, Helman, Scott, Knisely & Stanton, LLP - Austin, TX

  • 11:15 am
    Galveston Only
    30-Minute Break for Lunch and Visit Exhibitors (in Galveston)
    Lunch included in registration.

  • Friday Afternoon, July 31, 2026

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

  • Galveston Only
    Thank You to Our Luncheon Sponsor
    logo for Legacy Enhancement

  • 11:45 am
    0.50 hr
    NFA Firearms and Gun Trusts

    Discuss the basics of owning suppressors, machine guns, and other firearms regulated by the NFA. Hear the legal aspects of forming trusts to own NFA firearms, including lethal pitfalls in drafting them.

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

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

  • 12:15 pm
    30-Minute Break and Vendor Announcements

  • 12:45 pm
    0.75 hr
    0.25 hr ethics
    Navigating Informal Marriage and Putative Spouse Claims in Texas Probate

    Texas recognizes two informal paths to spousal status that frequently collide in probate proceedings: informal (or common law) marriage and the newly codified doctrine of the putative spouse.

    Hon. Jerry Simoneaux, Harris County Probate Court 1 - Houston, TX
    Joellen Snow, Attorney at Law - Houston, TX

    Hon. Jerry Simoneaux, Harris County Probate Court 1 - Houston, TX
    Joellen Snow, Attorney at Law - Houston, TX

  • 1:30 pm
    0.75 hr
    0.25 hr ethics
    Modern Confidence Schemes: Protecting Your Elderly and Wealthy Clients from Financial Abuse, Scams, Exploitation and Criminal Threats

    This presentation raises awareness about elder financial abuse, introduces case examples and types of scams, discusses investigative remedies and equips attorneys to be proactive in defending against criminal enterprises.

    Bryan Dehan, The Akeeli Group - Houston, TX
    Michele Kosoy Goldberg, Attorney at Law - Bellaire, TX

    Bryan Dehan, The Akeeli Group - Houston, TX
    Michele Kosoy Goldberg, Attorney at Law - Bellaire, TX

  • 2:15 pm
    0.50 hr
    0.25 hr ethics
    The Right Fit Matters: Counseling Clients on Selecting a Corporate Trustee

    Selecting a corporate trustee is one of the most important (and often overlooked) decisions in trust planning. This presentation provides tools and information to assist in guiding clients beyond just fee schedules to evaluate what truly matters: expertise and performance, service model, flexibility/adaptability, and long-term fit. Materials include key factors clients should consider and questions to ask when interviewing corporate trustees, as well as practical tips for individuals serving with corporate co-trustees.

    Theresa A. Clarke, Kean Miller LLP - Houston, TX
    Anna M. Méndez, Huntington National Bank - Austin, TX

    Theresa A. Clarke, Kean Miller LLP - Houston, TX
    Anna M. Méndez, Huntington National Bank - Austin, TX

  • 2:45 pm
    10-Minute Break
    Thank You to Our Break Sponsor

    The Arc of Texas Master Pooled Trust logo

  • 2:55 pm
    0.75 hr
    0.25 hr ethics
    Medicaid Trusts: A Texas Primer

    Hear an overview of the various types of trusts used in Medicaid in Texas, their rules, requirements, and use cases.

    Jennifer L. Coulter, Townsend Allala, Coulter & Kludt, PLLC - El Paso, TX
    John B. Henry III, Law Office of John B. Henry, III, PLLC - Bellaire, TX

    Jennifer L. Coulter, Townsend Allala, Coulter & Kludt, PLLC - El Paso, TX
    John B. Henry III, Law Office of John B. Henry, III, PLLC - Bellaire, TX

  • 3:40 pm
    0.75 hr
    0.25 hr ethics
    No, You Can’t Do That with a Trust: Recognizing Scam Trusts Before Clients Get Involved
    This program provides a detailed examination of abusive trust arrangements known as “non-grantor, complex, irrevocable, discretionary, spendthrift” trusts, and explains why these structures fail under federal income tax law. The session also offers practical guidance for advising clients who have been drawn into these schemes and for navigating related ethical considerations.

    John R. Strohmeyer, Strohmeyer Law PLLC - Houston, TX

    John R. Strohmeyer, Strohmeyer Law PLLC - Houston, TX

  • 4:25 pm
    Adjourn

  • Day 1 July 30, 2026
  • Day 2 July 31, 2026
Download Schedule

Conference Faculty

Eric Bean

Ferguson Braswell Fraser Kubasta PC (FBFK LAW)
Houston, TX

Gerry W. Beyer

Texas Tech University School of Law
Lubbock, TX

Theresa A. Clarke

Kean Miller LLP
Houston, TX

Hon. Clarinda Comstock

Harris County Probate Court No. Four
Houston, TX

Jennifer L. Coulter

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

Bryan Dehan

The Akeeli Group
Houston, TX

H. Clyde Farrell

Farrell & Johnson PLLC
Austin, TX

Lauren M. Fitte

Ripp Grossman & Fitte LLP
Austin, TX

Wade Ryan Fitzhenry

Wright Abshire, Attorneys, PC
Bellaire, TX

Karen S. Gerstner

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

Michele Kosoy Goldberg

Attorney at Law
Bellaire, TX

Sean P. Healy

Healy Law Offices, P.C.
Tyler, TX

John B. Henry III

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

Ben King

Ross & Shoalmire PLLC
Texarkana, TX

Hon. Lily Leal

Harris County Probate Court No. 5
Houston, TX

Lynnelle Loke Moore

Loke Moore Law, PLLC
San Antonio, TX

Bri Loughlin Johnson

Perkins Coie
Austin, TX

Coleton W. Mayo

Mayo & Poland PLLC
Baytown, TX

Pi-Yi Mayo

Mayo & Poland PLLC
Baytown, TX

Anna M. Méndez

Huntington National Bank
Austin, TX

Marilyn G. Miller

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

Sarah Patel Pacheco

Jackson Walker LLP
Houston, TX

Stephen F. Post

Fullenweider Wilhite
Houston, TX

Elisa Dillard Rainey

Rainey & Rainey, PLLC
Waco, TX

Hon. Kenna Seiler

Montgomery County Probate Court Number One
Conroe, TX

Victoria D. Seybold

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

Hon. Jerry Simoneaux

Harris County Probate Court 1
Houston, TX

Darlene Payne Smith

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

Joellen Snow

Attorney at Law
Houston, TX

John R. Strohmeyer

Strohmeyer Law PLLC
Houston, TX

Hon. Fransheneka (Fran) Watson

Harris County Probate Court No. 5
Houston, TX

Wesley E. Wright

Wright Abshire, Attorneys P.C.
Bellaire, TX

Planning Committee

Wesley E. Wright—Chair

Wright Abshire, Attorneys P.C.
Bellaire, TX

April Stephens Rogers—Director

The University of Texas School of Law
Austin, TX

Kelley M. Bentley

Bentley Eckelkamp, PLLC
Sugar Land, TX

Theresa A. Clarke

Kean Miller LLP
Houston, 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

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.
Tyler, TX

Pi-Yi Mayo

Mayo & Poland PLLC
Baytown, TX

Clay Davis McKenna

J.P. Morgan Private Bank
Houston, TX

Marilyn G. Miller

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

Bryn A. Poland

Mayo & Poland PLLC
Baytown, TX

Elisa Dillard Rainey

Rainey & Rainey, PLLC
Waco, TX

P. James Rainey

Rainey & Rainey, PLLC
Waco, TX

John K. Ross IV

Ross & Shoalmire PLLC
Texarkana, TX

Darlene Payne Smith

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

Nancy Sosa

Cadence Bank
Austin, TX

Credit Info

  • Galveston
  • Live Webcast

MCLE Credit

Texas – 15.00 hrs  |  4.75 hrs Ethics  |  4.00 hrs Guardianship
Legal Specialization(s): Estate Planning and Probate Law, Tax Law
You may claim your credit online in Your Briefcase, and UT Law CLE will report credit on your behalf to the State Bar of Texas. A Certificate of Attendance will be provided in Your Briefcase for your records. The system reports Texas CLE credit every Tuesday. If you are claiming credit in the last week of your birth month, self-report your CLE credit directly to the State Bar of Texas at texasbar.com, using the course number provided on your certificate of attendance.
California – 15.00 hrs  |  4.75 hrs Ethics
You must claim your credit online in Your Briefcase, and will then be provided a Certificate of Attendance for your records. UT Law CLE is required to provide the State Bar with electronic attendance records for any MCLE participatory activity within 60 days of completion of the activity. The California licensee is responsible for reporting their compliance/credit hours earned to the State Bar at the end of their reporting period directly to the State Bar of California at calbar.ca.gov UT Law CLE will maintain Attendance Records for four years.
Oklahoma – 18.00 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 – 15.00 hrs  |  4.50 hrs Ethics
UT Law CLE is an approved provider of Pennsylvania credit, sponsor #236. You must claim your credit online in Your Briefcase, and will then be provided a Certificate of Attendance for your records. Attorney attendance will be reported to Pennsylvania within 2 weeks after credit is claimed . Attorneys are not able to report this credit on their own, and UT Law CLE pays all associated fees for the credit hours. Contact us at accreditation@utcle.org if you have additional questions.
Other States – Expected – 15.00 hrs  |  4.75 hrs Ethics
Note on Self-Reporting Your Credits in Another State
If you wish to satisfy MCLE or other professional education requirements in another state for a program offered by the University of Texas School of Law, please check with the state bar or other licensing authority in that state to ensure it will qualify for self-reporting your credits.

You must claim and certify your credit online in Your Briefcase, you will then be provided a Certificate of Attendance for your records and to provided to other licensing authorities as needed.

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

Other Credit

Guardianship Ad Litem Certification(for attorneys only) – 4.00 hrs
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) – 19.00 hrs
This conference has been approved by the American Bankers Association (ABA) for continuing education credits. Credit approvals are based on the relevance of the program to the ICB's certification exam outline. One credit is awarded for every 50 minutes of relevant instruction. You will receive a downloadable Certificate of Completion for your records. Self-report these credits at https://www.aba.com/training-events/certifications/certified-trust-and-fiduciary-advisor/maintain-ctfa. 
 
 Attendee Instructions for Submitting ABA CE Credit
» Attendees must self-submit credit by logging into their Certification Dashboard  
» Hover over ‘ADD CE CREDIT’ and select ‘APPROVED NON-ABA CE’
» Enter key word(s) from program title or sponsor name(The University of Texas School of Law) and select your program from the search results
» Click ‘Request’ and when page refreshes click ‘Mark Complete’ to finalize submission
National Accounting CPE – 18.00 hrs
The University of Texas School of Law is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Delivery Method: Group-Live 

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

Reporting: CPAs are responsible for reporting CPE credits earned to their state's accountancy board, and must retain appropriate documentation of their participation in learning activities. Visit your state’s reporting website for more information or www.nasba.org.
TX Accounting CPE – 18.00 hrs
The University of Texas School of Law (Provider #250) live conferences are presumptively approved by The Texas State Board of Public Accountancy for Texas Accounting CPE credit based on a 50-minute credit hour. Approved for general CPE credit only.

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

Contact us at accreditation@utcle.org if you have additional questions.
TX Guardianship Certification Board (GCB) – 15.00 hrs  |  3.25 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 – 15.00 hrs  |  4.75 hrs Ethics  |  4.00 hrs Guardianship
Legal Specialization(s): Estate Planning and Probate Law, Tax Law
You may claim your credit online in Your Briefcase, and UT Law CLE will report credit on your behalf to the State Bar of Texas. A Certificate of Completion will be emailed to you upon claiming credit. The system reports Texas CLE credit every Tuesday. If you are claiming credit in the last week of your birth month, self-report your CLE credit directly to the State Bar of Texas at texasbar.com, using the course number provided on your certificate of attendance.
California – 15.00 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 – 18.00 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 – 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 – Expected – 15.00 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.
 
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
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) – 18.00 hrs
This conference has been approved by the American Bankers Association (ABA) for continuing education credits. Credit approvals are based on the relevance of the program to the ICB's certification exam outline. One credit is awarded for every 50 minutes of relevant instruction. You will receive a downloadable Certificate of Completion for your records. Self-report these credits at https://www.aba.com/training-events/certifications/certified-trust-and-fiduciary-advisor/maintain-ctfa. 
 
 Attendee Instructions for Submitting ABA CE Credit
» Attendees must self-submit credit by logging into their Certification Dashboard  
» Hover over ‘ADD CE CREDIT’ and select ‘APPROVED NON-ABA CE’
» Enter key word(s) from program title or sponsor name(The University of Texas School of Law) and select your program from the search results
» Click ‘Request’ and when page refreshes click ‘Mark Complete’ to finalize submission
National Accounting CPE – 18.00 hrs
The University of Texas School of Law is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Delivery Method: Group-Internet Based

To comply with NASBA Standards, attendees claiming CPE credit must select National Accounting CPE in the "Choose Your Credit" pop-up window that appears when you sign into the webcast. Once you have selected this option you will receive random verification pop-ups through out the webcast that you must acknowledge. Your acknowledgment of the pop-ups will inform how much credit you are able to claim at the end of the program. Electronic attendance sign-in sheets will be shared in the webcast chat throughout the program. You will need your CPA license number to sign in. You will also need to make sure you that you complete the sign-in documents as they are shared. Once the program concludes you will need to claim your credit in the UT CLE system, using the orange "Claim Credit" button at the bottom of the webcast player page. Once this is completed you will be able to download your Certificate of Completion that you may use to report your credit to the appropriate state board of accountancy. Please contact us at accreditation@utcle.org if you have additional questions or concerns regarding verification pop-ups, sign-in sheets, or your certificate of attendance.

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 webcast presentations meet the requirements and are presumptively approved by the Texas State Board of Public Accountancy for Texas Accounting CPE credit based on a 50-minute credit hour. Approved for general CPE credit only.

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

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

Contact us at accreditation@utcle.org if you have additional questions.
TX Guardianship Certification Board (GCB) – 15.00 hrs  |  3.25 hrs Ethics
This program has been approved for Guardianship credit by the JBCC. UT Law CLE has posted the course number for self-reporting, but attendees who select this credit type should also expect an email from staff with instructions and the course number.

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

Key Dates

Galveston – Jul 30-31, 2026 – Moody Gardens
Live Webcast – Jul 30-31, 2026
Register now
  • Galveston
  • Live Webcast
Individual
Last day for $725.00 Early Bird pricing: Apr 29, 2026
Last day for $775.00 Regular pricing: Jul 15, 2026
$875.00 for registrations received after this time

Group (5 registrants minimum)
Last day for $650.00 Early Bird pricing: Apr 29, 2026
Last day for $700.00 Regular pricing: Jul 15, 2026
$790.00 for registrations received after this time

Group (10 registrants minimum)
Last day for $580.00 Early Bird pricing: Apr 29, 2026
Last day for $620.00 Regular pricing: Jul 15, 2026
$700.00 for registrations received after this time


Cancellation Policy
Last day for full refund cancellation: Jul 24, 2026
$50 processing fee applied after this date
Last day for cancellation: Jul 27, 2026
Individual
Last day for $775.00 Regular pricing: Apr 29, 2026
$875.00 for registrations received after this time

Group (5 registrants minimum)
Last day for $700.00 Regular pricing: Apr 29, 2026
$790.00 for registrations received after this time

Group (10 registrants minimum)
Last day for $620.00 Regular pricing: Apr 29, 2026
$700.00 for registrations received after this time

Add-on (in-person registration required)
$100.00


Cancellation Policy
Last day for full refund cancellation: Jul 24, 2026
$50 processing fee applied after this date
Last day for cancellation: Jul 27, 2026

Venue

Moody Gardens exterior view

Moody Gardens

Seven Hope Boulevard
Galveston, TX
409-683-1299 (reservations)

Accommodations

We’ve arranged a room block at Moody Gardens Hotel for event attendees. Special group rate of $217 per night, good through July 7, 2026 (subject to availability). Book online or contact the hotel directly at 409-683-1299 and reference the UT Law CLE Elder Law Conference.

Parking Information

Complimentary surface parking. Valet parking is available at $25 per car, per evening.

Additional Information

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

Our Sponsors

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

  • Legacy Enhancement

    Legacy Enhancement logo
    Legacy Enhancement
    www.legacyenhancement.org/
    Legacy Enhancement is a national non-profit corporation established to assist individuals who are disabled or have special needs. The goal of our special needs trust is to protect you and your loved ones’ current and future assets by managing funds for supplemental needs and enriching your overall quality of life. Your trust fund will be professionally managed and invested to provide long-lasting security and support. We strive to retain any public entitlements you or your loved one are owed, and work to assist with the needs not covered by benefits or insurance. Legacy Enhancement can assist you with every aspect involved in trust administration; including establishment of the trust, funds disbursement and bill pay, nurse care management, benefits coordination, and much more. Legacy Enhancement offers a free consultation to help you get to know us and our services. With Legacy Enhancement’s trust services, those who need it most can rest easier knowing that their legacy is preserved. Our non-profit team is dedicated to providing an alternative to traditional and expensive asset preservation methods.

  • Huntington National Bank

    Huntington National Bank logo
    Huntington National Bank
    www.huntington.com/
    At Huntington, we believe money should support your life—not complicate it. That's why we offer tools, guidance and care that help you feel more confident, more capable and more in control of your financial future. Whether you're saving for something big or just trying to make today a little easier, we're here to help you move forward with clarity and purpose. 

    Huntington Bancshares Incorporated is a $285 billion asset regional bank holding company headquartered in Columbus, Ohio. Founded in 1866, The Huntington National Bank and its affiliates provide consumers, small and middle‐market businesses, corporations, municipalities, and other organizations with a comprehensive suite of banking, payments, wealth management, and risk management products and services. Huntington operates over 1,400 branches in 21 states, with certain businesses operating in extended geographies. Visit Huntington.com for more information.

  • Frost

    Frost logo
    Frost
    www.frostbank.com/
    Frost is the banking, investments and insurance subsidiary of Cullen/Frost Bankers, Inc. (NYSE: CFR), a financial holding company with $52.0 billion in assets at March 31, 2025. 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.

  • Evan Howell Properties

    Evan Howell Properties logo
    Evan Howell Properties
    evanhowell.com/

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

  • American National Bank & Trust

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

  • Austin Trust Company

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

  • Executor Support

    Executor Support logo
    Executor Support
    executorsupport.com/
    Executor Support specializes in providing comprehensive estate administration services designed to assist attorneys and their overwhelmed clients through the complexities of probate and estate settlement. We strive to meet our clients where they are, determine their needs, and develop a strategy for supporting them through the estate planning and probate process.

    Our services include:
    • Probate
      • Inventory and valuation of estate assets
      • Coordination with financial institutions and beneficiaries
      • Resolution of debts and tax obligations
      • Distribution of assets in accordance with the will or trust
      • Management of the sale of real property
    • Fiduciary services
      • Power of Attorney
      • Medical Power of Attorney
      • Executor
      • Trustee
    • Personal assistance designed specifically for the unique needs of seniors
    By partnering with Executor Support, attorneys can offer their clients a seamless estate administration experience, reducing the burden on families during challenging times. Our commitment to professionalism and attention to detail ensures that every estate is managed with the utmost care and efficiency.

    For more information, visit our website at www.executorsupport.com or contact us at (281) 928-1013.

  • The Arc of Texas Master Pooled Trust

    The Arc of Texas Master Pooled Trust logo
    The Arc of Texas Master Pooled Trust
    www.thearcoftexas.org/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.

  • Texas Gulf Bank, N.A.

    Texas Gulf Bank, N.A. logo
    Texas Gulf Bank, N.A.
    www.texasgulfbank.com
    Founded in 1913 in Freeport, Texas, Texas Gulf Bank, N.A., FDIC Insured, is a privately owned community bank serving the Texas Gulf Coast with comprehensive personal and business financial services. With Wealth Management offices in Houston and Lake Jackson, we remain committed to delivering responsive, relationship-driven banking built on local ownership and long-standing community ties. With over $1.4 billion in assets under management, the Wealth Management division provides customized fiduciary and investment solutions designed to preserve and transition wealth across generations. Our Trust and Investment Officers average more than 25 years of experience and offer expertise in trust and estate administration, retirement and estate planning, investment management, real estate and oil and gas asset management, court-created trusts, and special needs trusts. We partner closely with clients and their advisors to deliver disciplined management, prudent guidance, and trusted stewardship tailored to each family’s unique goals.

  • Aging Life Care Association® South Central Chapter

    Aging Life Care Association® South Central Chapter logo
    Aging Life Care Association® South Central Chapter
    aginglifecare.org/
    The Aging Life Care Association® (ALCA) is a non-profit professional membership of Aging Life Care Managers® (ALCMs)-- health and human service specialists who act as a guide and advocate for families caring for aging or disabled adults. ALCMs take a client centered, holistic approach to aging with key knowledge areas including crisis intervention, housing, health and disability, advocacy, family legal needs, financial, and local resources.  ALCMs can absorb the non-legal care management issues of a client, allowing attorneys to focus on the legal needs. For a directory of ALCMS, visit aginglifecare.org to locate an Aging Life Care™ Expert.

  • American Cancer Society

    American Cancer Society logo
    American Cancer Society
    www.cancer.org/
    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.

  • AshBer

    AshBer logo
    AshBer
    www.ashber.com/
    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. 

  • Broadspire Care Management

    Broadspire Care Management logo
    Broadspire Care Management
    www.crawco.com/
    We know that finding the resources to manage the health and lifestyle needs of aging adults or people with disabilities is never easy. Family members want to be sure that their loved one is cared for professionally and that their best interests are always protected. 

    Anchored within the context of a full-service medical management enterprise and having more than 25 years of successful experience in the Care Management space, we are your comprehensive resource. Our care managers take a personalized approach that addresses medical, physical, psychosocial, and environmental needs so your clients can rest assured that their loved one is in good hands with Broadspire’s Care Management team.

  • Colvent Group

    Colvent Group logo
    Colvent Group
    colventgroup.com/
    Colvent Group Inc. provides specialized real property management and consulting services for fiduciaries. We protect and preserve real estate assets nationwide through comprehensive oversight, regulatory compliance support, and a trusted network of licensed and insured contractors spanning all 50 states. Through disciplined, root-cause approach we ensure homes are purchased, repaired, and maintained with excellence.

  • Family Tree Private Care

    Family Tree Private Care logo
    Family Tree Private Care
    familytreecares.com/
    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.

  • Heirloom

    Heirloom logo
    Heirloom
    www.heirloom.care/
    Heirloom is an automated estate inventory platform built to help attorneys expand their estate administration practice. Trusts & Estates firms often forgo offering estate inventories entirely, leaving the tedious and often incomplete work of asset discovery to grieving families. Heirloom automates this process by querying over 120 billion private and public records, working in the background to deliver a comprehensive inventory of what a decedent owned and owed. With minimal overhead, Trusts & Estates firms can launch a premium service line that provides true burden relief to families when they need it most.

  • Krause Financial

    Krause Financial logo
    Krause Financial
    www.krausefinancial.com
    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.

  • National Care Advisors

    National Care Advisors logo
    National Care Advisors
    www.nationalcareadvisors.com
    Founded in 2008, National Care Advisors is a national consulting firm serving individuals with complex care needs in all 50 states. We provide life care planning, quality of life assessment, third-party benefits analysis, education consulting and case management for trustees, financial planners, attorneys and their client families.

    Our full-time staff work out of regional offices and have expertise in their region's real-life, practical application of benefits and service providers. They average over 20 years of experience in many fields of nursing, including critical care, mental health, developmental disability, pediatrics, substance abuse, utilization review and elder care. Our management team has over 60 years of nursing, cost analysis and case management experience to assist clients with developmental disability, mental health, eldercare, catastrophic injury and workers' compensation care management. 

    Our focus is improving our clients' and their families' quality of life within the scope of all available resources and third-party benefits. We believe the best results come from a team approach, including an individual’s family, financial, legal, and care providers.

  • Practice42

    Practice42 logo
    Practice42
    practice42.com/
    Practice42® builds and supports thriving, profitable law firms across the nation. We partner with attorneys to build and run the firm they want with streamlined operations focusing on key areas including, but not limited to, today's legaltech, hiring, marketing, bookkeeping, sales training, client intake, AI implementation, growth and performance strategies, and so much more. Whether your firm is launching, scaling, preparing for succession, or modernizing its operations, Practice42 provides both strategic guidance and hands-on implementation. Think of us as the go-to implementation team you have always needed, all under one roof.

  • Premiere Care Solutions

    Premiere Care Solutions logo
    Premiere Care Solutions
    premierecaresolutions.com/
    Premiere Care Solutions is a fully licensed private pay home health agency providing care provider services, private duty nursing services and care management. Premiere Care Solutions is an organization of skilled professionals with decades of experience in providing excellence in private home health care. An in-home, holistic assessment ensures a customized care solution is created and personalized services are specialized to meet the care needs of each client. Thorough coordination of care with all responsible parties and medical professionals involved and frequent reassessments throughout the duration of the service period ensures accuracy and excellence in the delivery of care. Premiere Care Solutions’ deepest purpose is to provide premiere care and positively impact the lives of those they serve.

  • Texas ABLE Program – A Savings Program for Texans with Disabilities

    Texas ABLE Program – A Savings Program for Texans with Disabilities logo
    Texas ABLE Program – A Savings Program for Texans with Disabilities
    www.texasable.org/
    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

  • WealthCounsel

    WealthCounsel logo
    WealthCounsel
    www.wealthcounsel.com/
    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.
Download Sponsor Details Become a Sponsor
Become a Sponsor
Email sponsorships@utcle.org for more information on sponsoring an event.

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