University of Texas School of Law
2019
Texas NAELA Summer Conference
Galveston Jul 31, 2019 Moody Gardens
Conference Concluded
Related products:       eConferences       Complete Conference Materials
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’ 21st Annual Estate Planning, Guardianship and Elder Law Conference on August 1-2, 2019.  Members can SAVE BIG!  Register for BOTH programs and attend the TX NAELA Summer Conference for free!
PRESENTED BY
The University of Texas School of Law
Texas Chapter of the National Academy of Elder Law Attorneys

EVENT SPONSORS
Frost Wealth Advisors
Cadence Bank, Trust & Wealth Services
Evan S. Howell, Professional Engineer, Real Estate and Property Management

CONFERENCE SPONSORS
American National Bank of Texas
Bank of Texas
Keever Law PLLC/American Title Company of Houston
Krause Financial Services
Marc Whitehead and Associates, Attorneys at Law LLP
Texas Lawyers' Insurance Exchange​

EXHIBITORS
Adaptive Driving Access
C&S Healthcare Services, Inc.
ElderCounsel
Elder Law Trio Press
Evergreen Private Care
InterActive Legal
Secured Alliance
South Central Chapter of Aging Life Care Association®
​WealthMerge

UT Law CLE

2019 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, July 31. In addition to the annual meeting and award presentations, the conference presents topics and issues regarding various aspects in the area of Elder Law. 

New This Year! (This track is currently full.)
Are you a Texas NAELA member? Are you just beginning your practice in Medicaid planning? Are you overwhelmed or just not quite sure how to get started? Are you without help in putting the pieces together to work a case? There may be help for you this year at the Texas NAELA Summer Conference. Texas NAELA is offering a Workshop track at the Summer Conference for the first 24 registrants who RSVP  to participate in the Workshop when registering for the Conference. It will be a very hands-on, interactive case study from the initial client call to the possible appeal. Come casual and ready to work!
 

UT Law CLE

2019 Texas NAELA Summer Conference

8/23/19
Schedule

Wednesday Afternoon, July 31, 2019

Presiding Officer:
Paul Premack, The Premack Law Office - San Antonio, TX

10:30 am
Registration Opens

11:00 am
Board Meeting

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

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

General Sessions

1:15 pm

0.75 hr

Medicaid for Kids

Get an overview of Medicaid programs for minors in Texas, includes challenges, strategies and planning opportunities.

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

2:00 pm

0.50 hr

Distributions from SNTs: What is Allowed and When?

A major and very important duty of a SNT trustee is to administer the trust in a way that does not interfere with the trust beneficiary's eligibility for public benefits.   This program will discuss (1) considerations to evaluate each distribution request; (2) many examples as to how you may and may not use the SNT to provide for the beneficiary; and (3) some alternatives to consider.

Lori Lynn Noack-May, Cadence Bank, NA - Houston, TX

2:30 pm

0.50 hr

Lawyers and Ombudsmen –  Advocating Together for Residents’ Rights

As required by the Older Americans Act, each state has a Long-Term Care Ombudsman Program  (LTCOP) that addresses complaints and advocates for improvements in the long-term care system.  The Texas Long-Term Care Ombudsman Program, which is independent within the Texas Health and Human Services Commission, works to improve the quality of life and care for residents of nursing and assisted living facilities by providing prompt, informal complaint resolution and promoting systemic change on behalf of residents’ interests. Explore how lawyers and ombudsmen can advocate for long-term care facility residents’ rights.

Suzanne Mitchell, JD, Nursing Home Policy Specialist, Office of the State Long-Term Care Ombudsman, Texas Health and Human Services - Austin, TX

3:00 pm

0.50 hr

Health Care Public Policy Issues

Hear a highlight of the latest public health policy issues, including HHS Religious Freedoms for Healthcare Workers; Surprise Bills from Out of Network Providers; Prescription Crises: Not Just Costs Anymore; and Texas Health Care Bills of Note.

Kathy C. Elder, Attorney at Law - San Antonio, TX

3:30 pm
Break

3:45 pm

0.50 hr

Office Practice: Unusual Signing Scenarios and Procedures

In these litigious times, it is crucial that signing procedures comply with all applicable laws. This is especially true when a client has the mental capacity to sign but is physically unable to do so. This presentation will cover execution ceremony scenarios that are governed by specific statutes, as well as those that aren’t – such as marks, stamps, and Xs. 

Randy Drewett, Attorney at Law - Beaumont, TX

4:15 pm

0.50 hr ethics

Aging or Impaired Attorneys: How to Step Away from Law Practice, and When?

A growing number of attorneys are practicing until very late in life and encountering cognitive and other disabling impairments that may lead to the end to wind down a practice. This presentation covers some of the most important considerations involving this subject, including some suggested processes for handling the issue.

Chris C. Ritter, Texas Lawyers' Assistance Program, State Bar of Texas - Austin, TX

4:45 pm

0.50 hr
0.25 hr ethics

Diminished Capacity: Potential Clients and Existing Clients

Explore the ethical and legal issues faced by an attorney when engaging a new client or working with an existing client. Also, address specific elder law planning techniques and how a client with diminished capacity might impact that planning.

John R. McNair, J. McNair Dallas Law P.C. - Dallas, TX

5:15 pm
Pick Up Dinner

Join your colleagues for dinner and drinks. 

Medicaid Planning Workshop (limit of 24 registrants)

1:15 pm

2.25 hrs
0.75 hr ethics

Medicaid Planning Nuts and Bolts - A Case Study

This is a full-day Workshop, in three parts, intended for those who are new to Medicaid planning and are having trouble getting started and putting the pieces together. It will be a hands-on, interactive case study from the initial client call to the gathering and interpretation of information, the Medicaid application, correspondence with HHSC, and the possible appeal.

Moderator:
Cathy Kim Fowlkes, Fowlkes Law Firm, PC - Abilene, TX
Panelists:
Kelley M. Bentley, The Bentley Law Firm - Houston, TX
Danielle Feick, Fowlkes Law Firm, PC - Abilene, TX
Lori A. Leu, Leu & Peirce - Plano, TX
Sally A. Mirabella, Sally Mirabella Law, PLLC - The Woodlands, TX

3:30 pm
Break

3:45 pm

1.50 hrs

Medicaid Planning Nuts and Bolts - A Case Study

Continuation of the full-day Workshop, in three parts, intended for those who are new to Medicaid planning and are having trouble getting started and putting the pieces together. It will be a hands-on, interactive case study from the initial client call to the gathering and interpretation of information, the Medicaid application, correspondence with HHSC, and the possible appeal.

Moderator:
Cathy Kim Fowlkes, Fowlkes Law Firm, PC - Abilene, TX
Panelists:
Kelley M. Bentley, The Bentley Law Firm - Houston, TX
Danielle Feick, Fowlkes Law Firm, PC - Abilene, TX
Lori A. Leu, Leu & Peirce - Plano, TX
Sally A. Mirabella, Sally Mirabella Law, PLLC - The Woodlands, TX

5:15 pm
Pick Up Dinner

Join your colleagues for dinner and drinks. 

Wednesday Evening, July 31, 2019

5:15 pm
Thank you to our TX NAELA Dinner Sponsor

Cadence Bank
Sponsor logo

5:35 pm
Annual Meeting, Election of Officers and Member Recognition

Wednesday Evening Dinner (Included in Registration)

Wednesday Dinner Additional Non-Registrant Guest $75

6:20 pm
Return to General Sessions and Medicaid Planning

General Sessions

6:30 pm

0.75 hr

VA Pension Rules (A&A)

A discussion relating to the comprehensive changes that went into effect October 18, 2018 relating to VA Non-Service Connected Disability Pension Benefits. The presentation will explore eligibility requirements, the differences between VA Benefits and Medicaid Benefits, and the planning techniques that Elder Law attorneys should be aware of when advising their clients on public benefits.

Lori A. Leu, Leu & Peirce - Plano, TX
Erin W. Peirce, Leu & Peirce, PLLC - Plano, TX

7:15 pm

0.75 hr

Medicaid Planning for Couples

Focus on planning for couples needing Medicaid. It will look at the differences between spousal impoverishment and non-spousal impoverishment programs, determine asset protection strategies, and evaluate the effects of various living arrangements on eligibility and asset limitations.

Jennifer L. Coulter, Townsend Allala, Coulter, & Kludt, PLLC - El Paso, TX

8:00 pm
Adjourn

Medicaid Planning Workshop (limit of 24 registrants)

6:30 pm

1.50 hrs

Medicaid Planning Nuts and Bolts - A Case Study

Continuation of the full-day Workshop, in three parts, intended for those who are new to Medicaid planning and are having trouble getting started and putting the pieces together. It will be a hands-on, interactive case study from the initial client call to the gathering and interpretation of information, the Medicaid application, correspondence with HHSC, and the possible appeal.

Moderator:
Cathy Kim Fowlkes, Fowlkes Law Firm, PC - Abilene, TX
Panelists:
Kelley M. Bentley, The Bentley Law Firm - Houston, TX
Danielle Feick, Fowlkes Law Firm, PC - Abilene, TX
Lori A. Leu, Leu & Peirce - Plano, TX
Sally A. Mirabella, Sally Mirabella Law, PLLC - The Woodlands, TX

8:00 pm
Adjourn

UT Law CLE

2019 Texas NAELA Summer Conference

Faculty

Conference Faculty

Kelley M. Bentley
The Bentley Law Firm
Houston, TX
Jennifer L. Coulter
Townsend Allala, Coulter, & Kludt, PLLC
El Paso, TX
Randy Drewett
Attorney at Law
Beaumont, TX
Kathy C. Elder
Attorney at Law
San Antonio, TX
Danielle Feick
Fowlkes Law Firm, PC
Abilene, TX
Cathy Kim Fowlkes
Fowlkes Law Firm, PC
Abilene, TX
Christina Lesher
The Law Office of Christina Lesher, PC
Houston, TX
Lori A. Leu
Leu & Peirce
Plano, TX
John R. McNair
J. McNair Dallas Law P.C.
Dallas, TX
Sally A. Mirabella
Sally Mirabella Law, PLLC
The Woodlands, TX
Suzanne Mitchell, JD
Nursing Home Policy Specialist, Office of the State Long-Term Care Ombudsman, Texas Health and Human Services
Austin, TX
Lori Lynn Noack-May
Cadence Bank, NA
Houston, TX
Erin W. Peirce
Leu & Peirce, PLLC
Plano, TX
Chris C. Ritter
Texas Lawyers' Assistance Program, State Bar of Texas
Austin, TX

Planning Committee

Paul Premack—Chair
The Premack Law Office
San Antonio, TX
April Rogers—Director
The University of Texas School of Law
Austin, TX
Sandra Perez Ard
Attorney at Law
Dickinson, TX
Randy Drewett
Attorney at Law
Beaumont, TX
Julie Ann Ezell-Perez
Ezell & Ezell, PLLC
Harlingen, TX
H. Clyde Farrell
Farrell & Johnson PLLC
Austin, TX
Cathy Kim Fowlkes
Fowlkes Law Firm, PC
Abilene, TX
Andrea M. Gray
Fargason, Booth, St. Clair, Richards & Wilkins, LLP
Lubbock, TX
John R. McNair
J. McNair Dallas Law P.C.
Dallas, TX
Sally A. Mirabella
Sally Mirabella Law, PLLC
The Woodlands, TX
Bryn A. Poland
Mayo & Poland PLLC
Baytown, TX
Elisa Dillard Rainey
Rainey & Rainey, Attorneys at Law LP
Waco, TX
Meredith Ann Sullivan
Farrell & Johnson PLLC
Austin, TX

UT Law CLE

2019 Texas NAELA Summer Conference

Credit Information

MCLE Credit

Texas
5.25 hrs  |  0.75 hrs Ethics
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.  
California
5.25 hrs  |  0.75 hrs Ethics
Additional Information
At the conference, you will need to sign in on the Record of Attendance form at the registration desk. Self-report your CLE credit directly to the State Bar of California at calbar.ca.gov. You will receive a Certificate of Attendance at the conference to keep for your records. UT Law CLE will maintain Attendance Records for four years.  
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

2019 Texas NAELA Summer Conference

Key Dates

Galveston

  • Last day for Individual early registration: Jul 24, 2019
    Add $25 for registrations received after this time
  • Last day for cancellation (full refund): Jul 26, 2019
  • Last day for cancellation (partial refund): Jul 29, 2019
    $50 processing fee applied

UT Law CLE

2019 Texas NAELA Summer Conference

Hotel / Venue

Galveston

Moody Gardens

Seven Hope Boulevard
Galveston, TX
888.388.8484 (reservations)

Accommodations

Tuesday night of the room block at Moody Gardens has been exhausted. Other nights are still available. If you would like to book any other nights at Moody Gardens, please use the follow information to book your reservation:
$199 room rate through July 8, 2019 (subject to availability).

To Make a Reservation Online:
Click the link below, choose your dates, and continue the booking process.
https://res.windsurfercrs.com/ibe/details.aspx?propertyid=14179&nights=1&checkin=07/30/2019&group=UT LAW 2019   

To Make a Reservation over the Phone:
Please call the toll free reservations number; 888-388-8484 any time between 6:00 am and 12:00 am seven days a week. In order to get the special $199.00 rate, the caller must ask for the UT Estate Planning, Guardianship & Elder Block. 


Nearby accommodations include:
Hilton Galveston Island Resort Beach Hotel


San Luis Resort - Beachfront Hotel

 

Parking Information

Complimentary self-parking

UT Law CLE

2019 Texas NAELA Summer Conference

Sponsors