University of Texas School of Law
2020
Texas NAELA Summer Conference
Live Webcast Jul 29, 2020
$225 Individual
Related products: eConferences, 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.

In response to current events, UT Law CLE has suspended live, in-person attendance for the 2020 Texas NAELA Summer Conference.

However, this year’s conference will continue virtually, via Live Webcast, as currently scheduled on July 29, 2020 enabling currently registered attendees to receive timely information and meet their MCLE requirements. We will notify all registrants via email with options for transferring their registration to this live webcast or requesting credits/refunds, and will post regular updates on our website regarding this conference. For further inquiries, please contact our Customer Service Team at service@utcle.org.
PRESENTED BY
The University of Texas School of Law
Texas Chapter of the National Academy of Elder Law Attorneys


UNDERWRITER


PREMIER SPONSOR
Cadence Bank, NA, Trust and Assessment Management

SPONSORS
American National Bank of Texas
InterActive Legal
Krause Financial Services
Legacy Enhancement Trust

EXHIBITORS
The ABA Retirement Funds Program
CareFor
C&S Healthcare Services, Inc.
Elder Counsel
Elder Law Trio Press
South Central Chapter of Aging Life Care Association®
True Link Financial

UT Law CLE

2020 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 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!

UT Law CLE

2020 Texas NAELA Summer Conference

7/14/20
Schedule

Wednesday Morning

Presiding Officer:
Lori A. Leu, Leu & Peirce - Plano, TX

8:50 am
Welcoming Remarks

Thank You to Our Exclusive Webcast Sponsor:

9:00 am

1.00 hr

Elder Law Practice Management

Remote work, parking lot signings, and Zoom calls, Oh My! Explore hot topics of running an elder law practice in the current environment, this session will cover creative marketing, technology, and staffing. Please submit your questions in advance to ConferenceQA@utcle.org.

Kelley M. Bentley, The Bentley Law Firm - Houston, TX
Bryn A. Poland, Mayo & Poland PLLC - Baytown, TX
P. James Rainey, Rainey & Rainey LP - Waco, TX

10:00 am
5-Minute Break 
 

10:05 am

0.50 hr

MERP – Collaboration with HHSC for Optimal Results

Examine an overview of MERP, documentation requirements, and when collaboration is needed.

Jennifer Ann Lusk, HMS - Irving, TX

10:35 am
5-Minute Break
 

10:40 am

1.00 hr
0.25 hr ethics

COVID-19 Panel – Changes in Times of Uncertainty

Explore ways to pivot a practice during unprecedented business environments, as well as how to prepare documents for clients who can’t meet in person to execute, and current and potential future relief from physical execution requirements.

Monica A. Benson, Katten & Benson - Fort Worth, TX
Eric Reis, Thompson & Knight LLP - Dallas, TX

11:40 am
Break for Lunch - Presentations Resume at 1:00

Thank You to Our Premier Sponsor:

Wednesday Afternoon

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

1:00 pm

0.75 hr

StarPlus Waiver Benefits: The Greatest Home Care Program Ever! (AKA Making It Happen With StarPlus Waiver)

StarPlus Waiver (a Texas Medicaid home care program) can provide 30-50 hours a week of home care services to clients. StarPlus Waiver can help prevent placement of the client into a nursing home. To successfully obtain benefits for clients, the StarPlus Waiver program requires pre-planning for the attorney and client. Explore the financial and medical requirement for StarPlus Waiver benefits, examine an overview of the StarPlus Waiver application process from interest list to benefits, and review common StarPlus Waiver application challenges and care provider challenges and how to work through them.

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

1:45 pm
5-Minute Break
 

1:50 pm

0.75 hr ethics

Attorney Wellness: Speaking Up, Reaching Out

Mental health issues are taboo discussions at the workplace, yet when attorneys consider suicide, it's often a result of work-related stress. Explore real-world tips and information on how to spot a mental health crisis in someone you work with, and what to do once you are aware of a problem.

Stephanie Townsend Allala, Townsend Allala, Coulter & Kludt PLLC - El Paso, TX

2:35 pm
5-Minute Break
 

2:40 pm

0.75 hr
0.25 hr ethics

Irrevocable Retained Interest Trusts in Medicaid Planning- Is your Home Made of Sticks or Bricks?

Explore the use of irrevocable trusts for protection of excess resources and avoidance of Medicaid estate recovery for a potential long-term care Medicaid applicant/client while maintaining some elements of control for tax purposes.

Michael B. Cohen, Michael B. Cohen and Associates - Dallas, TX

3:25 pm
5-Minute Break

3:30 pm

1.00 hr

Psychological Approaches to Difficult or Impaired Elders and Their Families

Discuss concepts, insights, and skills for adult children of chronically unpleasant older parents. Gain insight on assessing various capacities in older adults, such as financial management, contractual, and testamentary.

Paul K. Chafetz, Paul K. Chafetz, Phd PLLC - Dallas, TX

4:30 pm
Adjourn to Annual Meeting

Join TX NAELA at 5:30 p.m. for their virtual Annual Meeting. The meeting will be held in Zoom and you will receive more information by email.

UT Law CLE

2020 Texas NAELA Summer Conference

Faculty

Conference Faculty

Monica A. Benson
Katten & Benson
Fort Worth, TX
Kelley M. Bentley
The Bentley Law Firm
Houston, TX
Paul K. Chafetz
Paul K. Chafetz, Phd PLLC
Dallas, TX
Michael B. Cohen
Michael B. Cohen and Associates
Dallas, TX
Christina Lesher
The Law Office of Christina Lesher, PC
Houston, TX
Jennifer Ann Lusk
HMS
Irving, TX
Robert Pierce
The Law Office of Christina Lesher, PC
Houston, TX
Bryn A. Poland
Mayo & Poland PLLC
Baytown, TX
P. James Rainey
Rainey & Rainey LP
Waco, TX
Eric Reis
Thompson & Knight LLP
Dallas, TX
Stephanie Townsend Allala
Townsend Allala, Coulter & Kludt PLLC
El Paso, TX

Planning Committee

Lori A. Leu—Co-Chair
Leu & Peirce
Plano, TX
John R. McNair—Co-Chair
J. McNair Dallas Law P.C.
Dallas, TX
Paul Premack
The Premack Law Office
San Antonio, TX

UT Law CLE

2020 Texas NAELA Summer Conference

Credit Information

MCLE Credit

Texas
5.75 hrs  |  1.25 hrs Ethics
Additional Information
UT Law CLE will report credit to the State Bar of Texas on your behalf. If you are claiming credit in the last week of your birth month, self-report your credit directly to the State Bar of Texas at texasbar.com. A Certificate of Completion will be emailed to you upon claiming credit.
California
5.75 hrs  |  1.25 hrs Ethics
Additional Information
Self-report your CLE credit directly to the State Bar of California at calbar.ca.gov. Print and keep the Certificate of Completion for your records. A Certificate of Completion will be emailed to you upon claiming credit.

MCLE Credit

Texas
5.75 hrs  |  1.25 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
5.75 hrs  |  1.25 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

2020 Texas NAELA Summer Conference

Key Dates

Live Webcast

  • Last day for cancellation (full refund): Jul 24, 2020
  • Last day for cancellation (partial refund): Jul 27, 2020
    $50 processing fee applied

UT Law CLE

2020 Texas NAELA Summer Conference

Hotel / Venue

UT Law CLE

2020 Texas NAELA Summer Conference

Sponsors