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!

Overview

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.

Event Schedule

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

  • Time
    Credit
    Subject
    Speaker
  • 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

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

Credit Info

MCLE Credit
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 Monday. 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

Key Dates

Galveston – Aug 2, 2017 – Moody Gardens
Conference Concluded
Buy
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

$50 processing fee applied after this date

Last day for cancellation: Jul 31, 2017

Venue

speaker

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 

Our Sponsors

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

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