2020

Texas NAELA Summer Conference

Live Webcast Jul 29, 2020
Conference Concluded

Buy

Related products: eConference Materials

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
Elder Counsel
Elder Law Trio Press
South Central Chapter of Aging Life Care Association®
True Link Financial

Download Brochure (PDF)

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, 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!

Event Schedule

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

Time

Credit

Subject

Speaker
Wednesday Morning, July 29, 2020
Presiding Officer:
Lori A. Leu, Leu & Peirce - Plano, TX
8:00 am

Virtual Exhibit Hall Open

Please take time to visit our sponsors and exhibitors in the virtual exhibit hall. You have the opportunity to meet with sponsors and exhibitors in our Zoom room to hear about their products and services and also possibly win some great prizes.
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

Please take time to visit our sponsors and exhibitors in the virtual exhibit hall. You have the opportunity to meet with sponsors and exhibitors in our Zoom room to hear about their products and services and also possibly win some great prizes.
Thank You to Our Premier Sponsor:
Wednesday Afternoon, July 29, 2020
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
Mayte Alvarez, 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.

Download Schedule

Conference Faculty

Mayte Alvarez

Law Office of Christina Lesher, PC
Houston, TX

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

Credit Info

Live Webcast

MCLE Credit

Texas – 5.75 hrs | 1.25 hrs Ethics

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 Completion will be emailed to you upon claiming credit. The system reports Texas CLE credit every Tuesday. 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, using the course number provided on your certificate of attendance.

California – 5.75 hrs | 1.25 hrs Ethics

To claim California MCLE credit, California credit option must be selected PRIOR to viewing the live webcast. This accreditation requires attendance verification. UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. Verification pop-ups will NOT display when the webcast video player is in "full screen" mode. Furthermore, the notification sound effect alerting pop-ups, will NOT play on mobile devices. We recommend viewing from a computer, as opposed to a mobile device, should MCLE credit, other than Texas, be needed. The response record is detailed on the Certificate of Completion.

You must claim your credit online in Your Briefcase, and will then be provided a Certificate of Attendance for your records. UT Law CLE is required to provide the State Bar with electronic attendance records for any MCLE participatory activity within 60 days of completion of the activity. The California licensee is responsible for reporting their compliance/credit hours earned to the State Bar at the end of their reporting period directly to the State Bar of California at calbar.ca.gov. UT Law CLE will maintain Attendance Records for four years.

MCLE credit is presented based on a 60-minute credit hour.

Key Dates

Live Webcast – Jul 29, 2020

Conference Concluded

Buy

Live Webcast

Individual
Last day for cancellation (full refund): Jul 24, 2020

$50 processing fee applied after this date

Last day for cancellation: Jul 27, 2020

Our Sponsors

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

Frost Wealth Advisors

Frost is the banking, investments and insurance subsidiary of Cullen/Frost Bankers, Inc. (NYSE: CFR), a financial holding company with $34.1 billion in assets at March 31, 2020. One of the 60 largest U.S. banks by asset size, Frost provides a full range of banking, investments and insurance services to businesses and individuals in the Austin, Corpus Christi, Dallas, Fort Worth, Houston, Permian Basin, Rio Grande Valley and San Antonio regions. Founded in 1868, Frost has helped Texans with their financial needs during three centuries. For more information, visit www.frostbank.com.

www.frostbank.com/personal/investments
Cadence Bank, NA, Trust & Asset Management

Cadence Bank’s Trust & Asset Management Division, formerly EncoreTrust, has been serving the trust and wealth management needs of clients in Texas for more than 50 years, and today manages approximately $5.8 billion in assets. Whether building, managing or transitioning your assets, our talented professionals can help you at every stage. Averaging 20 years’ experience each, our administrative team can advise you on investment services, estate and trust development and administration, fiduciary services, both knowledgeably and efficiently. Personal service is the hallmark of every relationship we develop, and we remain steadfast on helping you achieve your financial goals. Cadence Trust & Asset Management has two locations in Houston, as well as full-service offices in Austin and Dallas.

cadencebank.com/
American National Bank of Texas

At American National Bank of Texas, our values have served us well since 1875. Doing the right thing for our customers and employees is at the core of everything we do. In 1926 we expanded to include Trust Services, to meet the changing needs of our clients. Our Trust Department is filled with seasoned financial professionals who seek to build lifelong partnerships with our clients and their families. The only way to get to know a Trust Department is to spend time with its people – and our customers enjoy the personal relationships and attention we provide. Our approach to trust administration is especially well suited to Special Needs Trust beneficiaries and their families. We are dedicated to providing the additional time and expertise necessary to fully understand and meet the needs of our beneficiaries throughout their lifetimes. We serve throughout the state of Texas, and look forward to working with you!
www.anbtx.com
InterActive Legal

InterActive Legal is the premier Knowledge Company for lawyers specializing in Elder Law, Estate, and Special Needs Planning. The company provides smart document drafting tools—Wealth Transfer Planning, Essential Estate Planning, and Elder Law Planning as part of the highest quality practice resources, elite discussion forums, a practitioner referral network, and more. For more information, visit us at InterActiveLegal.com, or contact us at sales@interactivelegal.com or (321) 252-0100. interactivelegal.com/
Krause Financial Services

Krause Financial Services is a pioneering, attorney-led financial services firm that specializes in crisis Medicaid planning through the use of Medicaid Compliant Annuities and other insurance products. With over 25 years of experience, we work with elder law attorneys and their clients to accelerate eligibility for benefits and provide relief from the financial hardship of long-term care.

Located just outside Green Bay, WI, we work with attorneys nationwide on their crisis planning cases. We work diligently to ensure we remain up-to-date on all state-specific Medicaid rules and regulations, and our staff of highly-trained Benefits Planners provide one-on-one support for every case our office encounters.
www.medicaidannuity.com/
Legacy Enhancement Trust

Legacy Enhancement is a national non-profit corporation established to assist individuals who are disabled or have special needs. The goal of our special needs trust is to protect you and your loved ones’ current and future assets by managing funds for supplemental needs and enriching your overall quality of life. Your trust fund will be professionally managed and invested to provide long-lasting security and support. We strive to retain any public entitlements you or your loved one are owed, and work to assist with the needs not covered by benefits or insurance. Legacy Enhancement can assist you with every aspect involved in trust administration; including establishment of the trust, funds disbursement and bill pay, nurse care management, benefits coordination, and much more. www.legacyenhancement.org/