University of Texas School of Law
2017
Texas NAELA Summer Conference
Galveston Aug 2, 2017 Moody Gardens
Conference Concluded
Conference is open to TX NAELA Members ONLY.

If you are not a member of NAELA and would like to become one, please visit texasnaela.com for more information.
 
Stay on and attend The University of Texas’ 19th Annual Estate Planning, Guardianship and Elder Law Conference on August 3-4, 2017.  TX NAELA Members SAVE BIG when you jointly attend both programs!
EVENT SPONSORS
American National Bank of Texas
Bank of Texas
Cadence Bank
Center for Optimal Brain Health
C&S Healthcare Services, Inc./C&S Care Management, Inc.
Evan S. Howell, Professional Engineer, Real Estate and Property Management
Frost Wealth Advisors
Jackson B Horn & Company, P.C.
Keever & Wiesenthal
Ostrom Morris PLLC
Rosen & Spears
Wunderlich Securities, Inc.

EXHIBITORS
Adaptive Driving Access
Aging Life Care Association
ElderCounsel
Elder Law Trio Press
Evergreen Private Care
InterActive Legal
Krause Financial Services
National Care Advisors
Secured Futures
TLC Office Systems

UT Law CLE

2017 Texas NAELA Summer Conference

Program Features
The Texas Chapter of NAELA will have its annual meeting and conference in conjunction with the UT Law’s Estate Planning, Guardianship and Elder Law Conference at Moody Gardens in Galveston on Wednesday, August 2. In addition to the annual meeting and award presentations, the conference presents topics and issues regarding various aspects in the area of Elder Law.
 
  • Dealing with Difficult Behavior
  • Family Fusion: Estate Planning Beyond the Nuclear Unit
  • Preventing & Recovering from Elder Financial Fraud
  • Unauthorized Practice of Law: How Clients are Being Harmed
  • The Tension Between Legal Documents and Medical Practice
  • The Future of Elder Law and Estate Planning: Policy & Technology
  • Networking and renewing friendships with your fellow Elder Law attorneys from across the state in a relaxed and informal setting while you (and your family) enjoy Galveston Island.
  • Special discount for TX NAELA members attending both conferences.

UT Law CLE

2017 Texas NAELA Summer Conference

10/17/17
Schedule

Wednesday Afternoon, Aug. 2, 2017

Presiding Officer:
Bliss Burdett Pak, Farrell & Pak PLLC - Austin, TX

11:00 am
Registration Opens

12:00 pm
Meet the Board: New Members' Lunch

New to TX NAELA? Meet current members at this informal luncheon mixer.

Thank You to Our Lunch Sponsor
Wunderlich Securities, Inc. 

1:00 pm
Board Meeting

2:00 pm

0.75 hr

Unauthorized Practice of Law: How Clients are Being Harmed

Non-attorneys are attempting to assist individuals with qualifying for Medicaid benefits to the detriment of those individuals. This area of the law is highly specialized and complicated and includes tax considerations, fiduciary liability, and other issues. Explore these issues and discuss what can be done to prevent harm to our clients.

This session was originally scheduled on Wednesday, August 2nd at 4:30 p.m. 

Mary Alice Jackson, Mary Alice Jackson, P.C. - Austin, TX
Howard S. Krooks, Elder Law Associates PA - Boca Raton, FL
Marian S. Rosen, Rosen & Spears - Houston, TX
Nathan D. Ziegler, Nathan Ziegler & Associates - Lubbock, TX

2:45 pm

0.75 hr

Family Fusion: Estate Planning Beyond the Nuclear Unit

Discuss the approaches an estate planning attorney might employ when working with a blended family, and the various planning techniques that may be utilized. 

Kristi N. Elsom, Fizer Beck - Houston, TX
Materials By:
Jovana Popovich, Fizer Beck - Houston, TX

3:30 pm
Break

3:45 pm

0.75 hr

Preventing and Recovering from Elder Financial Fraud

A detailed analysis of the types of predators and the methods they use to victimize isolated individuals including elderly and intellectually disabled individuals.

Hon. Claudia Lee Laird, Montgomery County Court at Law #2 - Conroe, TX
Darlene Payne Smith, Crain Caton & James - Houston, TX

4:30 pm

0.75 hr

Dealing with Difficult Behavior

Working with a population with mental health challenges and dealing with difficult behaviors puts any service provider, be they attorney, trust officer, or support staff at risk of dealing with a potentially dangerous situation. Learn how to maintain your safety and the safety of your clients. Identify potential risks, prevent future crisis events, handle immediate danger, and re-establish a working relationship with your client after the behavioral episode.

This session was originally scheduled on Wednesday, August 2nd at 2:00 p.m. 

Robert Pierce, The Law Office of Christina Lesher, PC - Houston, TX

Wednesday Evening, Aug. 2, 2017

Presiding Officer:
Bliss Burdett Pak, Farrell & Pak PLLC - Austin, TX

5:15 pm
Break

Join your colleagues for drinks before the Annual Meeting begins.

5:30 pm
Annual Meeting and Election of Officers

Wednesday Evening Dinner (included in registration) 

Wednesday Evening Dinner — Add Non-Registrant Guest 

6:00 pm
Texas NAELA Dinner

Thank You to Our Dinner Sponsor
Cadence Bank

6:15 pm

1.00 hr

The Tension Between Legal Documents and Medical Practice

Get a view of today’s potential collision course between medical and legal practice. Understand how attorneys can keep their clients’ documents on track and aligned. 

Debbie Pearson, Nurses Case Management & Age Your Way - Austin, TX

7:15 pm
Break

7:30 pm

1.00 hr

The Future of Elder Law and Estate Planning: Policy and Technology

Hear a panel of distinguished lawyers discuss how policy and technology changes will impact the future of Elder Law and Estate Planning. Specific topics will include the effect of potential Medicaid block grants, the role of technology within the practice, and more!

Moderator:
Mary Alice Jackson, Mary Alice Jackson, P.C. - Austin, TX
Panelists:
H. Clyde Farrell, Farrell & Pak PLLC - Austin, TX
Pi-Yi Mayo, Law Office of Pi-Yi Mayo - Baytown, TX
R. Hal Moorman, Moorman Tate Haley Upchurch & Yates, LLP - Brenham, TX
Patricia F. Sitchler, The Law Office of Patricia Flora Sitchler - La Vernia, TX

8:30 pm
Adjourn

UT Law CLE

2017 Texas NAELA Summer Conference

Faculty

Conference Faculty

Kristi N. Elsom
Fizer Beck
Houston, TX
H. Clyde Farrell
Farrell & Pak PLLC
Austin, TX
Mary Alice Jackson
Mary Alice Jackson, P.C.
Austin, TX
Howard S. Krooks
Elder Law Associates PA
Boca Raton, FL
Hon. Claudia Lee Laird
Montgomery County Court at Law #2
Conroe, TX
Pi-Yi Mayo
Law Office of Pi-Yi Mayo
Baytown, TX
R. Hal Moorman
Moorman Tate Haley Upchurch & Yates, LLP
Brenham, TX
Debbie Pearson
Nurses Case Management & Age Your Way
Austin, TX
Robert Pierce
The Law Office of Christina Lesher, PC
Houston, TX
Jovana Popovich
Fizer Beck
Houston, TX
Marian S. Rosen
Rosen & Spears
Houston, TX
Patricia F. Sitchler
The Law Office of Patricia Flora Sitchler
La Vernia, TX
Darlene Payne Smith
Crain Caton & James
Houston, TX
Nathan D. Ziegler
Nathan Ziegler & Associates
Lubbock, TX

Planning Committee

Bliss Burdett Pak—Chair
Farrell & Pak PLLC
Austin, TX
Mary Alice Jackson
Mary Alice Jackson, P.C.
Austin, TX
R. Hal Moorman
Moorman Tate Haley Upchurch & Yates, LLP
Brenham, TX
S. Clinton Nix
Bradbury & Nix
Abilene, TX
Elisa Dillard Rainey
Rainey & Rainey, Attorneys at Law LP
Waco, TX
Wesley E. Wright
Wright Abshire, Attorneys
Bellaire, TX
Nathan D. Ziegler
Nathan Ziegler & Associates
Lubbock, TX

UT Law CLE

2017 Texas NAELA Summer Conference

Credit Information

MCLE Credit

Texas
5.00 hrs
Additional Information
A Texas MCLE Reporting Form will be included in your course materials. Please complete and return to the registration desk and UT Law CLE will report credit on your behalf to the State Bar of Texas, or you can self-report your credit directly to the State Bar of Texas at texasbar.com. A Certificate of Attendance will be provided at the conference to keep for your records.  
Other States
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 before taking the program to ensure it will qualify for self-reporting your credits.

UT Law CLE

2017 Texas NAELA Summer Conference

Key Dates

Galveston

  • Last day for Individual early registration: Jul 26, 2017
    Add $25 for registrations received after this time
  • Last day for cancellation (full refund): Jul 28, 2017
  • Last day for cancellation (partial refund): Jul 31, 2017
    $50 processing fee applied

UT Law CLE

2017 Texas NAELA Summer Conference

Hotel / Venue

Galveston

Moody Gardens

Seven Hope Boulevard
Galveston, TX
888.388.8484 (reservations)

Accommodations

The room block has been exhausted and Moody Gardens is currently sold out. Follow this link to see all nearby hotels and availability. 

Parking Information

Complimentary self-parking 

UT Law CLE

2017 Texas NAELA Summer Conference

Sponsors