2021

Texas NAELA Summer Conference

Live Webcast Aug 4, 2021
Conference Concluded

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Related products: Materials

PRESENTED BY
The University of Texas School of Law
Texas Chapter of the National Academy of Elder Law Attorneys

EXCLUSIVE WEBCAST UNDERWRITER

CONFERENCE SPONSORS
American National Bank
Cadence Bank Trust & Asset Management
Legacy Enhancement Trust
Texas Lawyers' Insurance Exchange

EXHIBITORS
American National Bank & Trust
DocuBank
ElderCounsel

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 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!

Event Schedule

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

Time

Credit

Subject

Speaker
Wednesday Afternoon, Aug. 4, 2021
Presiding Officer:
John R. McNair, J. McNair Dallas Law P.C. - Dallas, TX
12:20 pm

Virtual Exhibit Hall Opens

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.
12:50 pm

Welcoming Remarks
1:00 pm

1.00 hr

Elder Law Forms

While it is relatively easy to find basic estate planning, probate, guardianship and Medicaid application forms, creating a library of forms for unusual situations takes years to cultivate. Presented here is a collection of forms to assist the elder law attorney and client.

Benecia Flores, Petrosewicz Law Firm, P.C. - Richmond, TX
2:00 pm

15-Minute Break
2:15 pm

0.50 hr

Dismantling Estate Plans in Probate Litigation

When things go bad in Probate even the perfect iron-clad estate plans are at risk. Focus on case studies and worst case scenarios of contested probate and guardianship matters where estate plans are busted, dismantled and tossed aside. Educate 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.

Erin W. Peirce, Leu & Peirce, PLLC - Plano, TX
2:45 pm

15-Minute Break
3:00 pm

1.00 hr

Using Medicaid Compliant Annuities In Your Practice

Join national Medicaid Compliant Annuity expert Dale Krause, J.D., LL.M. as he breaks down how Medicaid Compliant Annuities can help senior clients in your practice. Discuss how the spend-down tool works for crisis Medicaid planning, the requirements of the annuity, and two detailed case studies showing the annuity in action.

Dale M. Krause J.D., LL.M, Krause Financial Services - De Pere, WI
4:00 pm

15-Minute Break
4:15 pm

0.50 hr

Diversity, Equity & Inclusion in the Practice of Law

Understanding DEI and bias is integral to every law practice. Join us for an honest, informative presentation on these key topics.

Tissa Hami, Korsi Consulting - Weston, MA
4:45 pm

Adjourn to Annual Meeting and Social Hour
Join TX NAELA for their virtual Annual Meeting and Social Hour. The meeting will be held in Zoom and you will receive more information by email.

Download Schedule

Conference Faculty

Benecia Flores

Petrosewicz Law Firm, P.C.
Richmond, TX

Tissa Hami

Korsi Consulting
Weston, MA

Dale M. Krause J.D., LL.M

Krause Financial Services
De Pere, WI

Erin W. Peirce

Leu & Peirce, PLLC
Plano, TX

Planning Committee

John R. McNair—Chair

J. McNair Dallas Law P.C.
Dallas, TX

Lori A. Leu

Leu & Peirce, PLLC
Plano, TX

Bryn A. Poland

Mayo & Poland PLLC
Baytown, TX

Credit Info

Live Webcast

MCLE Credit

Texas – 3.00 hrs

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 – 3.00 hrs

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.

Other States – 3.00 hrs

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 to ensure it will qualify for self-reporting your credits.

To claim Other States MCLE credit, Other States credit option must be selected PRIOR to viewing the live webcast. You must claim and certify your credit online in Your Briefcase, you will then be provided a Certificate of Attendance for your records and to provide to other licensing authorities as needed.

This accreditation requires attendance verification. UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. The response record is detailed on the Certificate of Completion.

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

Key Dates

Live Webcast – Aug 4, 2021

Conference Concluded

Buy

Live Webcast

Individual
Last day for cancellation (full refund): Jul 30, 2021

$50 processing fee applied after this date

Last day for cancellation: Aug 2, 2021

Our Sponsors

Visit the Virtual Exhibit Hall

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 $46.7 billion in assets at June 30, 2021. One of the 50 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
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
Cadence Bank Trust & Asset Management

At Cadence, we believe that a customized wealth strategy plays a critical role in helping clients achieve a fulfilling life and lasting legacy. Averaging 20 years of experience each, our administrative advisors listen first to better understand our client’s definition of success, their goals and unique family dynamics. Whether it is planning for retirement, establishing a court-created or special needs trust, developing a customized investment strategy or transferring wealth to the next generation, Cadence’s innovative wealth management solutions can help clients overcome roadblocks and build a path to financial success. Cadence Trust & Asset Management has full-service office locations in Houston, Austin and Dallas.
cadencebank.com/products-and-services/wealth-management-services
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
Texas Lawyers' Insurance Exchange

Professional Liability Insurance, BOP, Civil Court Bonds and More - Texas Lawyers' Insurance Exchange (TLIE) has protected Texas lawyers since 1979 with exceptional, responsibly priced malpractice insurance and unrivaled customer service. As a member-owned provider, TLIE is operated by a member-elected board of directors and, when its claims experience is favorable, TLIE gives money back to its policyholders. The State Bar of Texas selected TLIE as its exclusive Preferred Provider of professional liability insurance.

TLPIA (a wholly-owned subsidiary of TLIE) offers other types of insurance that Texas lawyers need, including business owner’s policy, civil court bonds and cyber insurance. TLPIA has exclusive pricing (10% off standard rates) for BOP coverage. For a quote, please visit www.tlpia.com.

TLIE is offering 4 hours of free CLE at https://cle.tlie.org/ through December 31, 2021. Use coupon code FreeCLE at checkout.

www.tlie.org/