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.

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

MCLE Credit
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.
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.
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 your credit online in Your Briefcase, and will then be provided a Certificate of Attendance for your records. 

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

$50 processing fee applied after this date

Last day for cancellation: Aug 2, 2021

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