Estate Planning, Guardianship and Elder Law Conference

Galveston – Moody Gardens – Aug 4-5, 2022

Live Webcast – Aug 4-5, 2022

The Estate Planning, Guardianship and Elder Law 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. 2022 highlights include: Hear the latest developments affecting planning and applications for Medicaid to pay for nursing home care and home care in Medicaid Update. Test your knowledge of ethics rules in estate planning and probate in Ethics Jeopardy. Address strategic planning for attorneys who counsel clients and their families seeking practical resolution of small crimes and misdemeanors related to aging, dementia, and/or mental health issues. Review the rules that require attorneys to preserve client confidentiality and the often-overlooked rules that sometimes authorize and even require attorneys to disclose otherwise, confidential information in To Blab or Not to Blab. Explore guardianship essentials, key issues, and alternatives—for up to 4.00 hours of Guardianship credit – including The Duty of Investment for Guardians of the Estate, Alternatives to Guardianship including Support Services, Role of the Guardian, and Role of the Ad Litem. Get answers to your frequently—and sometimes infrequently—asked questions at the popular Ask the Experts panel. Join conference faculty and fellow colleagues at the Thursday Evening Networking Reception. Following the conference, attendees will receive a bonus eSupplement to ensure practitioners can earn their required 15.00/3.00 Texas MCLE hours for the year. This conference is informative and informal—attendees and faculty are encouraged to dress “beach casual” and bring the family to enjoy Moody Gardens on Galveston Island! Are you a TX NAELA Member? Come a day early and attend the 2022 TX NAELA Summer Conference on August 3rd! The Summer Conference is open ONLY to TX NAELA Members.  TX NAELA Members can register for BOTH programs and attend their Summer Conference for free! Click here to get the special Member Rate when you jointly register for both conferences.

  • Total Credit Hours:
  • 14.25 | 4.50 ethics
  • Credit Info
  • Specializations:
    Estate Planning and Probate Law, Tax Law
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Texas NAELA Summer Conference

Galveston – Moody Gardens – Aug 3, 2022

Live Webcast – Aug 3, 2022

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 Moody Gardens in Galveston on Wednesday, August 3rd. In addition to the annual meeting and award presentations, the conference presents topics and issues regarding various aspects in the area of Elder Law. Highlights include: Medical Necessity presents tips and tricks to evaluate clients for medical necessity. MERP: Post-Death Practical tips provides a practical guide for handling Medicaid Estate Recovery Program claims after the death of Medicaid recipient. How to Craft the “Perfect” Power of Attorney: The Never-ending Search examines the pitfalls of powers of attorney and the possible solutions for various family and financial needs. 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’ 24th Annual Estate Planning, Guardianship and Elder Law Conference on August 4-5, 2022.  Members can SAVE BIG!  Register for BOTH programs and attend the TX NAELA Summer Conference for free!

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Special Needs Trusts

Austin – AT&T Conference Center – Feb 10-11, 2022

Live Webcast – Feb 10-11, 2022

The 18th Annual Changes and Trends Affecting Special Needs Trusts brings together nationally recognized professionals in the SNT field, features the latest updates and hot topics, and offers a great set of materials including sample forms, drafting tips, sample language, and resources. This year’s program includes:   A special luncheon presentation from Thomas Foley, Executive Director of the National Disability Institute. An overview of special needs trusts essentials, including information on SNT basics, updates on maximizing public benefits, and ABLE updates. Explore the art of focusing client appointments and staying on track, with Initial Client Meeting Guidance and Resources. The Case Law Updates provides an analysis of recent Texas and national cases and legislation involving special needs trusts and ancillary issues. Explore how Third-Party SNTs are taxed and how the failure to plan properly can affect the quality of life of the beneficiary. Gain answers and clarity around the confusion and questions surrounding the benefits available to special needs children of retired, wartime veterans. Network with program faculty, colleagues, and exhibitors at the Thursday Evening Reception.

  • Total Credit Hours:
  • 13.50 | 3.00 ethics
  • Credit Info
  • Specializations:
    Estate Planning and Probate Law, Tax Law
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Essentials for Special Needs Planning

Live Webcast – Feb 3, 2022

This half-day course is a MUST for practitioners entering the realm of special needs planning, or who want a refresher on the core concepts and building blocks of special needs trusts. Starting with a comprehensive overview of public benefits programs both at the federal and state level, the course then walks through the key decisions and stages for setting up a special needs trust. It provides detailed resource materials and takeaways for special needs planners.  Course Faculty: Haley D. Greer, The ARC Of Texas, Austin, TX Stephen W. Dale, The Dale Law Firm, PC, Pacheco, CA Craig C. Reaves, Reaves Law Firm, P.C., Kansas City, MO Peter J. Wall, True Link Financial, Denver, CO This short webcast is the perfect primer to our 18th Annual Changes and Trends Affecting Special Needs Trusts conference, on February 10-11, 2022 in Austin. Be sure to join us!

  • Total Credit Hours:
  • 4.75
  • Credit Info
  • Specializations:
    Estate Planning and Probate Law, Tax Law
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Estate Planning Workshop

Austin – AT&T Conference Center – Dec 3, 2021

Live Webcast – Dec 3, 2021

Join legendary Texas Law Professor Stanley M. Johanson as he leads his Estate Planning Workshop, which offers timely topics, lively discussion, and practical advice.   Examine Recent Developments Affecting Estate Planning and the most current updates and “hot” estate planning topics with Professor Johanson. Explore current issues in estate and gift tax audits, and learn how to draft and interpret trust distribution provisions. Gain insights and hear planning implications in Looking Far (And Not So Far) Ahead: Texas's New Rule Against Perpetuities for Trusts. You’re also invited to register for Wednesday’s 69th Annual Taxation Conference for the latest developments in tax regulations, policy, and legislation.

  • Total Credit Hours:
  • 6.75
  • Credit Info
  • Specializations:
    Estate Planning and Probate Law, Tax Law
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Estate Planning, Guardianship and Elder Law Conference

Live Webcast – Aug 5-6, 2021

The Estate Planning, Guardianship and Elder Law 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. 2021 highlights include: Hear an update on new legislation impacting estate planning, guardianships, trusts and related practice areas.  Insight into Paying for Home Care in the Pandemic and Beyond: Medicaid and VA Benefits. Gain practice tips and discuss forms for the creation of a temporary guardianship and other emergency relief. Explore guardianship essentials, key issues, and alternatives—for up to 4.00 hours of Guardianship credit. Get answers to your frequently—and sometimes infrequently—asked questions at the popular Ask the Experts panel. New This Year – Join us Friday morning for informative breakout discussions on the issues most relevant to your practice. Following the conference, attendees will receive a bonus eSupplement to ensure practitioners can earn their required 15.00/3.00 Texas MCLE hours for the year.

  • Total Credit Hours:
  • 13.25 | 2.25 ethics | 4.00 guardianship
  • Credit Info
  • Specializations:
    Estate Planning and Probate Law, Tax Law
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Texas NAELA Summer Conference

Live Webcast – Aug 4, 2021

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 as a live webcast on Wednesday, August 4th. In addition to the annual meeting, the conference presents topics and issues regarding various aspects in the area of Elder Law and will include a virtual social hour. This year’s sessions: Elder Law Forms presents a collection of forms to assist the elder law attorney and client Dismantling Estate Plans in Probate Litigation educates planners on the practical aspects of implementing an estate plan when fiduciaries and beneficiaries go rogue and how to issue spot to avoid their plan from being dismantled in litigation Using Medicaid Complaint Annuities In Your Practice breaks down how Medicaid compliant annuities can help senior clients in your practice Diversity, Equity & Inclusion in the Practice of Law 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’ 23rd Annual Estate Planning, Guardianship and Elder Law Conference on August 5-6, 2021.  Members can SAVE BIG!  Register for BOTH programs and attend the TX NAELA Summer Conference for free!

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Special Needs Trusts

Live Webcast – Mar 4-5, 2021

The 17th Annual Changes and Trends Affecting Special Needs Trusts virtually brings together nationally recognized professionals in the SNT field, features the latest updates and hot topics, and offers a great set of materials including sample forms, drafting tips, sample language, and resources. This year’s virtual program includes:   An overview of special needs trusts essentials, including information on SNT basics, updates on maximizing public benefits, transfers to pooled trusts, and ABLE updates and basics. SNT Lagniappe – Forms to Support Your SNT Practice. The Masters of SNT—What I Know Now That I Wish I Had Known Back Then. Learn about tax basics of a SNT along with information on planning for the estate tax exemption. Insight on the housing problems and solutions for housing beneficiaries and real estate in trusts. A variety of other SNT topics, including program benefits for family caregivers, guiding family trustees, reporting for trusts, SSI applications process for children and adults, and more. A virtual exhibit hall highlighting the services and products offered by our sponsors and exhibitors. Following the webcast, attendees will receive a free, on-demand eSupplement that will bring their total available hours to 15.00, including 3.00 hours of ethics.

  • Total Credit Hours:
  • 13.25 | 3.00 ethics
  • Credit Info
  • Specializations:
    Estate Planning and Probate Law, Tax Law
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Estate Planning Workshop

Live Webcast – Dec 4, 2020

Join legendary UT Law Professor Stanley M. Johanson as he leads his Estate Planning Workshop, which offers timely topics, lively discussion and practical advice. And join us on Wednesday for the 68th Annual Taxation Conference for the latest developments in tax regulations, policy and legislation.

  • Total Credit Hours:
  • 6.50
  • Credit Info
  • Specializations:
    Estate Planning and Probate Law, Tax Law
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Estate Planning, Guardianship and Elder Law Conference

Live Webcast – Jul 30-31, 2020

The Estate Planning, Guardianship and Elder Law 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.  2020 highlights include: Gain insight into the SECURE Act Hear the latest developments affecting planning and applications for Medicaid to pay for nursing home care and home care, including new COVID-19 policies, in Medicaid Update. Examine an overview of changes and suggested good practices in resolving MERP issues. Review some of the ethical issues created by estate planning for blended families. Explore guardianship essentials, key issues, and alternatives—for up to 4.00 hours of Guardianship credit. Get answers to your frequently—and sometimes infrequently—asked questions at the popular Ask the Experts panel. Earn up to 3.50 hours of legal ethics credit 

  • Total Credit Hours:
  • 15.00 | 3.50 ethics | 4.00 guardianship
  • Credit Info
  • Specializations:
    Estate Planning and Probate Law, Tax Law
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Texas NAELA Summer Conference

Live Webcast – Jul 29, 2020

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 29. In addition to the annual meeting and award presentations, the conference presents topics and issues regarding various aspects in the area of Elder Law.  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’ 22nd Annual Estate Planning, Guardianship and Elder Law Conference on July 30-31, 2020.  Members can SAVE BIG!  Register for BOTH programs and attend the TX NAELA Summer Conference for free!

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Special Needs Trusts

Austin – DoubleTree by Hilton Hotel Austin – Feb 13-14, 2020

The 16th Annual Changes and Trends Affecting Special Needs Trusts brings together nationally recognized professionals in the SNT field, features the latest updates and hot topics, and offers a great set of materials including sample forms, drafting tips, sample language, and resources. This year’s program includes: An overview of special needs trusts essentials, including SNT Basics, Pooled SNTs: Guidelines for Best Practices, Maximizing Public Benefits (Basics), and Emerging Trends in SNTs. Learn about the New POMs Clarification on the Fee Approval Requirements. The SSA’s Regional Trust Leads discuss the regional centralization of the SSI trust review business process, including 2019 POMS updates. Learn tools and specific recommendations of large and small distributions for evaluating requests in part through quality of life considerations. An overview of support issues in divorce cases involving children and spouses with disabilities and the use of SNTs to protect benefits. Interplay of Guardians and Trustees In and Out of Court + Administering SNTs Established in Other States and Other SSA Regions. A variety of other SNT topics, including Protecting and Maximizing Public Benefits (Advanced), Public Benefits for Children, IRA and SNTs, social security fee petitions, and more. Network with program faculty, colleagues, and exhibitors at the Thursday Evening Reception.

  • Total Credit Hours:
  • 13.50 | 2.75 ethics
  • Credit Info
  • Specializations:
    Estate Planning and Probate Law, Tax Law
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Estate Planning Workshop

Austin – AT&T Conference Center – Dec 6, 2019

Join legendary UT Law Professor Stanley M. Johanson as he leads his Estate Planning Workshop, which offers timely topics, lively discussion and practical advice. And come on Wednesday for the 67th Annual Taxation Conference for the latest developments in tax regulations, policy and legislation.

  • Total Credit Hours:
  • 6.75
  • Credit Info
  • Specializations:
    Estate Planning and Probate Law, Tax Law
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Estate Planning, Guardianship and Elder Law Conference

Galveston – Moody Gardens – Aug 1-2, 2019

The Estate Planning, Guardianship and Elder Law 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. ​Review what matters now when drafting a durable power of attorney in Financial Powers of Attorney: Do You Want Fries With That Will?. Hear the latest legislative and agency updates, including a presentation by the Health and Human Services Commission (HHSC). A closer look at investigating allegations of abuse and exploitation; including a bank’s process of reporting fraud, the APS investigation process, and ultimate resolution of and ramifications resulting from exploitation allegations. Explore guardianship essentials, key issues, and alternatives—for up to 4.00 hours of Guardianship credit. Discuss the Medicaid Estate Recovery Program (MERP), its rules, requirements, and exemptions, and hear practical guidance for practitioners facing MERP claims. Get answers to your frequently—and sometimes infrequently—asked questions at the popular Ask the Experts panel. Earn up to 3.00 hours of legal ethics credit. New this year, join conference faculty and fellow colleagues at the Moody Gardens Aquarium for Thursday Evening's Networking Buffet and Reception sponsored by Frost Wealth Advisors. This conference is informative and informal—attendees and faculty are encouraged to dress “beach casual” and bring the family to enjoy Moody Gardens on Galveston Island! Are you a TX NAELA Member?  Come a day early and attend the 2019 TX NAELA Summer Conference on July 31st!  The Summer Conference is open ONLY to TX NAELA Members.  TX NAELA Members can register for BOTH programs and attend their Summer Conference for free! Click here to get the special Member Rate when you jointly register for both conferences.

  • Total Credit Hours:
  • 15.00 | 3.00 ethics | 4.00 guardianship
  • Credit Info
  • Specializations:
    Estate Planning and Probate Law, Tax Law
Buy
Texas NAELA Summer Conference

Galveston – Moody Gardens – Jul 31, 2019

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!  

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Special Needs Trusts

Austin – DoubleTree by Hilton Hotel Austin – Feb 7-8, 2019

The 15th Annual Changes and Trends Affecting Special Needs Trusts brings together nationally recognized professionals in the SNT field, features the latest updates and hot topics, and offers a great set of materials including sample forms, drafting tips, sample language, and resources. This year’s program includes: An overview of special needs trusts, including an examination of different types of SNTs—third-party, self-settled, and sole benefit SNTs—and their potential uses and benefits. Case law and legislative updates. A special presentation from the SSA’s Regional Trust Leads with must-have insight on the review process; plus tips on submitting your trust review for approval and avoiding the appeal. Considerations and best practices in working with ABLE programs across the country. Discussion on the increasing importance of preparing Medicaid assessments and appeals, and advice for navigating that process. An examination of trustee obligations and best practices, including an opportunity to ask your questions during an “Ask the Experts” portion of the panel. A variety of other SNT essentials, including trust reformation do’s and don’ts, divorce actions and SNTs, understanding SSI work incentive programs and CLASS, and more. Earn up to 15.00 hours of Texas MCLE credit, with 3.25 hours of ethics. Plus, interact with program faculty, colleagues, and exhibitors at the Thursday Evening Reception.

  • Total Credit Hours:
  • 15.00 | 3.25 ethics
  • Credit Info
  • Specializations:
    Estate Planning and Probate Law, Tax Law
Buy
Estate Planning Workshop

Austin – AT&T Conference Center – Nov 16, 2018

Join legendary UT Law Professor Stanley M. Johanson as he leads his Estate Planning Workshop, which offers timely topics, lively discussion and practical advice. Examine Recent Developments Affecting Estate Planning and the most current updates and “hot” estate planning topics with Professor Johanson. Review Ten Tools Every Estate Planner Should Know, including a discussion of when and how to use them, what to watch out for, and how to explain them to your client. Explore topics ranging from “tangential relationships” to elder financial abuse, and learn what they can mean for your practice. Come on Wednesday for the 66th Annual Taxation Conference for the latest developments in tax regulations, policy and legislation.

  • Total Credit Hours:
  • 6.50 | 0.75 ethics
  • Credit Info
  • Specializations:
    Estate Planning and Probate Law, Tax Law
Buy
Estate Planning, Guardianship and Elder Law Conference

Galveston – Moody Gardens – Aug 9-10, 2018

The Estate Planning, Guardianship and Elder Law 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. Learn about Medicaid friendly estate planning, including strategies for preparing your client for long-term care, and an explanation of multiple types of deeds and trusts. Gain insight on advising clients as they approach and surpass age 65, including insurance issues, planning for inheritance, and long-term care planning. Explore guardianship essentials, key issues and alternatives—for up to 4.50 hours of Guardianship credit. Identify common real estate issues that every estate planner, guardian or elder law attorney should know. Get answers to your frequently—and sometimes infrequently—asked questions at the popular Ask the Experts panel, and NEW this year, the Ask the Judges panel. Earn up to 3.25 hours of legal ethics credit. Join conference faculty and fellow colleagues at the Thursday Evening Networking Reception. This conference is informative and informal—attendees and faculty are encouraged to dress “beach casual” and bring the family to enjoy Moody Gardens on Galveston Island! Are you a TX NAELA Member?  Come a day early and attend the 2018 TX NAELA Summer Conference on August 8!  The Summer Conference is open ONLY to TX NAELA Members.  TX NAELA Members can register for BOTH programs and attend their Summer Conference for free! Click here to get the special Member Rate when you jointly register for both conferences.

  • Total Credit Hours:
  • 15.00 | 3.25 ethics | 4.50 guardianship
  • Credit Info
  • Specializations:
    Estate Planning and Probate Law, Tax Law
Buy
Texas NAELA Summer Conference

Galveston – Moody Gardens – Aug 8, 2018

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

Special Needs Trusts

Austin – DoubleTree by Hilton Hotel Austin – Feb 15-16, 2018

The 14th Annual Changes and Trends Affecting Special Needs Trusts brings together nationally recognized professionals in the SNT field, features the latest updates and hot topics, and offers a great set of materials including sample forms, drafting tips, sample language and resources. This year’s program includes: Special needs trusts basics including current trends and pitfalls with Craig C. Reaves, plus an overview and understanding of available public benefits programs. A special presentation from the Social Security Administration’s Regional Trust Review Team with must-have insight on the review process; plus updates, advice, and practice tips for practitioners from Mary E. O’Byrne and Kenneth Brown. Case law and legislative updates from Mary Alice Jackson. The latest developments in the use of ABLE accounts; plus practical discussion on using (or not using) ABLE with Stephen W. Dale, Haley D. Greer, and Nancy Sosa. Practical applications in the intersection of real estate and special needs trusts. Current issues and trends from the Texas Health and Human Services Commission (HHSC) and the Centers for Medicare & Medicaid Services (CMS). Discussion on a variety of other SNT essentials, including decanting and SNTs, understanding structured settlements, and more. Up to 2.50 hours of ethics, plus opportunities to network with program faculty and attendees at the Thursday Evening Reception. If you work with special needs trusts—or want to learn how to use, draft, fund, and administer them—don't miss this program!

  • Total Credit Hours:
  • 13.00 | 2.50 ethics
  • Credit Info
  • Specializations:
    Estate Planning and Probate Law, Tax Law
Buy