28^th Annual

Estate Planning, Guardianship and Elder Law Conference

Galveston Jul 30-31, 2026 Moody Gardens $725 Individual "Early-bird" | $775 after Apr 29 | $875 after Jul 15 $650 Group rate per person (5 registrants minimum) "Early-bird" | $700 after Apr 29 | $790 after Jul 15 $580 Group rate per person (10 registrants minimum) "Early-bird" | $620 after Apr 29 | $700 after Jul 15

Live Webcast Jul 30-31, 2026 $775 Individual | $875 after Apr 29 $700 Group rate per person (5 registrants minimum) | $790 after Apr 29 $620 Group rate per person (10 registrants minimum) | $700 after Apr 29 $100 Add-on rate for in-person registrants

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.

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.

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
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
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
3:00 pm

10-Minute Break

Thank You to Our Break Sponsor
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

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

Huntington National Bank
8:00 am

0.50 hr

Marital Property Agreements and What’s All the Fuss About?

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
10:30 am

0.75 hr
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
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

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
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

Gerry W. Beyer

Texas Tech University School of Law
Lubbock, TX

Theresa A. Clarke

Kean Miller LLP
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

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

Key Dates

Galveston – Jul 30-31, 2026 – Moody Gardens

Live Webcast – Jul 30-31, 2026

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

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
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
www.huntington.com/
Frost

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
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
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
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
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
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.
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
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
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
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
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
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
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.
Krause Financial

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

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
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.

Estate Planning, Guardianship and Elder Law Conference

Overview

Related Conference

Texas NAELA Summer Conference

Event Schedule

Thursday Morning, July 30, 2026

Thursday Afternoon, July 30, 2026

Thursday Evening, July 30, 2026

Friday Morning, July 31, 2026

Friday Afternoon, July 31, 2026

Conference Faculty

Planning Committee

Key Dates

Venue

Moody Gardens

Accommodations

Parking Information

Additional Information

Our Sponsors

Legacy Enhancement

Huntington National Bank

Frost

Evan Howell Properties

American National Bank & Trust

Austin Trust Company

Executor Support

The Arc of Texas Master Pooled Trust

Texas Gulf Bank, N.A.

Aging Life Care Association® South Central Chapter

American Cancer Society

AshBer

Broadspire Care Management

Colvent Group

Family Tree Private Care

Krause Financial

National Care Advisors

Texas ABLE Program – A Savings Program for Texans with Disabilities

WealthCounsel

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