2023

Texas NAELA Summer Conference

Galveston Aug 9, 2023 Moody Gardens
Conference Concluded

Live Webcast Aug 9, 2023
Conference Concluded

Buy

Related products: Materials

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

EVENT SPONSORS
Cadence Asset Management & Trust
American National Bank of Texas - Trust Dept.
Frost Wealth Advisors
Legacy Enhancement Trust
American National Bank & Trust
Integrity Marketing Solutions

EXCLUSIVE WEBCAST SPONSOR
Austin Trust Company

CONFERENCE SPONSORS
CareFor
Krause Financial Services
Merrill: The Special Needs Team – Texas
National Care Advisors
WealthCounsel

EXHIBITORS
Bank of Texas
Commonwealth Community Trust
Elder Law Trio Press
Mir Senior Care Management Inc. & Care Consultants
Valued Access
The Texas ABLE Program

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 Moody Gardens in Galveston on Wednesday, August 9th. In addition to the annual meeting and award presentations, the conference presents topics and issues regarding various aspects in the area of Elder Law.

Back This Year!
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!

If you are not a member of NAELA and would like to become one, please visit us online here for more information.

Stay on and attend The University of Texas’ 25th Annual Estate Planning, Guardianship and Elder Law Conference on August 10-11, 2023. TX NAELA Members with a paid 2023 Estate Planning, Guardianship and Elder Law Conference registration can attend the 2023 NAELA Summer Conference for free!

Event Schedule

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

Time

Credit

Subject

Speaker
Wednesday Morning, Aug. 9, 2023
Presiding Officer:
Joy M. Eckelkamp, Rapp and Krock, PC - Houston, TX
10:30 am
Galveston Only

Registration and Exhibit Hall Opens
11:00 am
Galveston Only

Board Meeting
11:45 am
Galveston Only

Pick Up Lunch

Included in registration.
Galveston Only

Thank You to Our Luncheon Sponsor
Wednesday Afternoon, Aug. 9, 2023
General Sessions
Presiding Officer:
Joy M. Eckelkamp, Rapp and Krock, PC - Houston, TX
12:00 pm

Welcoming Remarks
12:15 pm

0.75 hr

Top Five Things Your Elder Law Client Should Know About Their Finances

A comprehensive step by step approach to finances and the decisions necessary to support and protect our aging community.

Dion Hobbs, Merrill Lynch – Special Needs Team - Houston, TX
Rayito O. Stephens, Rayito O. Stephens Law Offices, PLLC - Pearland, TX
1:00 pm

0.75 hr

MERP: Is It Really a Lien Against Real Property?

An explanation of why the non-lien from MERP is of concern to title underwriters and how to work with them.

Pam Keever, Keever & Wiesenthal PLLC and American Title Company of Houston - Houston, TX
1:45 pm

15-Minute Break to Visit Exhibitors
2:00 pm

1.00 hr

Long-Term Care Veterans' Benefits

An overview of Non-Service Connected Disability Pension Benefits commonly known as Aid & Attendance. Review and analysis of income and net worth pension eligibility requirements for honorably discharged Veterans' (and their surviving spouses) who served during wartime periods.

Erin W. Peirce, Leu & Peirce, PLLC - Plano, TX
3:00 pm

0.50 hr ethics

Who is My Elder Law Client?

A discussion of how to identify your client when other family members are involved in the planning process, addressing conflicts of interest, and attorney-client privilege.

Angela Odensky, The Law Office of Angela Odensky, PLLC - Bellaire, TX
3:30 pm

15-Minute Break to Visit Exhibitors
3:45 pm

0.75 hr
0.25 hr ethics

Couples Medicaid Planning

Explaining the various rules surrounding several types of couple’s Medicaid cases, with a focus on the ability to protect assets, to plan in blended families, and to shift gears mid-process as circumstances change.

Jennifer L. Coulter, Townsend Allala, Coulter & Kludt, PLLC - El Paso, TX
4:30 pm

0.75 hr

Private Professional Guardians and Certified Guardians

Private Professional Guardians are playing an increasing role in guardianships throughout the state. Discuss what a PPG is, when it is appropriate to seek out a PPG, what PPGs can and cannot do, and how to represent PPGs in court.

S. Clinton Nix, Bradbury & Nix - Abilene, TX
Nathan Peters, Law Offices of Nathan Peters, PLLC - Denton, TX
5:15 pm
Galveston Only

Break for Happy Hour and Dinner

Join your colleagues for dinner and drinks.

Thank You To Our Dinner Sponsor
In-Person Only: Medicaid Planning Workshop (limit of 24 registrants)
NOTICE

Attendees must RSVP for the Medicaid Planning Workshop when registering for the conference. Attendance is limited to the first 24 people. Please note - the Medicaid Workshop is only available in person.
12:00 pm
Galveston Only

Welcoming Remarks
12:15 pm
Galveston Only

1.75 hrs
0.75 hr ethics

Medicaid Planning Nuts and Bolts - A Case Study

A comprehensive Workshop, in three parts, intended for those who are new to Medicaid planning and are having trouble getting started and putting the pieces together. It will be a hands-on, interactive case study from the initial client call to the gathering and interpretation of information, the Medicaid application, correspondence with HHSC, and the possible appeal.

Kelley M. Bentley, The Bentley Law Firm - Sugar Land, TX
Benecia Flores, Petrosewicz Law Firm, P.C. - Richmond, TX
Cathy Kim Fowlkes, Fowlkes Law Firm, PC - Abilene, TX
Lynnelle Loke Moore, Loke Moore Law, PLLC - San Antonio, TX
2:00 pm
Galveston Only

15-Minute Break to Visit Exhibitors
2:15 pm
Galveston Only

1.50 hrs

Medicaid Planning Nuts and Bolts - A Case Study

Continuation of the comprehensive Workshop, in three parts, intended for those who are new to Medicaid planning and are having trouble getting started and putting the pieces together. It will be a hands-on, interactive case study from the initial client call to the gathering and interpretation of information, the Medicaid application, correspondence with HHSC, and the possible appeal.

Kelley M. Bentley, The Bentley Law Firm - Sugar Land, TX
Benecia Flores, Petrosewicz Law Firm, P.C. - Richmond, TX
Cathy Kim Fowlkes, Fowlkes Law Firm, PC - Abilene, TX
Lynnelle Loke Moore, Loke Moore Law, PLLC - San Antonio, TX
3:45 pm
Galveston Only

15-Minute Break to Visit Exhibitors
4:00 pm
Galveston Only

1.25 hrs

Medicaid Planning Nuts and Bolts - A Case Study

Continuation of the comprehensive Workshop, in three parts, intended for those who are new to Medicaid planning and are having trouble getting started and putting the pieces together. It will be a hands-on, interactive case study from the initial client call to the gathering and interpretation of information, the Medicaid application, correspondence with HHSC, and the possible appeal.

Kelley M. Bentley, The Bentley Law Firm - Sugar Land, TX
Benecia Flores, Petrosewicz Law Firm, P.C. - Richmond, TX
Cathy Kim Fowlkes, Fowlkes Law Firm, PC - Abilene, TX
Lynnelle Loke Moore, Loke Moore Law, PLLC - San Antonio, TX
5:15 pm
Galveston Only

Break for Happy Hour and Dinner

Join your colleagues for dinner and drinks.

Thank You to Our Dinner Sponsor
5:15 pm
Galveston Only

Medicaid Planning Workshop Adjourns
5:20 pm

Please Join Us in Zoom for the TXNAELA Membership Meeting (6:15 p.m. CT) and Final Session (7:00 p.m. CT):
https://us02web.zoom.us/j/89276516727
Wednesday Evening, Aug. 9, 2023
Presiding Officer:
Joy M. Eckelkamp, Rapp and Krock, PC - Houston, TX
Galveston Only

Wednesday Evening Dinner (Included in Registration)
Galveston Only

Wednesday Dinner Additional Non-Registrant Guest $75
6:15 pm
Galveston Only

Dinner & Membership Meeting
6:55 pm

Please Join Us in Zoom for the Final Session (7:00 p.m. CT):
https://us02web.zoom.us/j/89276516727
7:00 pm

1.00 hr

Moderated Table Discussion: What's Your Version of the Texas Estates Code?

Probate Code to Estates Code to e-filing to pandemic and beyond: Do you sometimes feel like the procedure is so different county to county that we cannot possibly be using the same law? Join your colleagues as we compare notes and see just how different or just how similar we really are across the State.

Wesley E. Wright, Wright Abshire, Attorneys P.C. - Bellaire, TX
8:00 pm

Adjourn

Download Schedule

Conference Faculty

Kelley M. Bentley

The Bentley Law Firm
Sugar Land, TX

Jennifer L. Coulter

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

Benecia Flores

Petrosewicz Law Firm, P.C.
Richmond, TX

Cathy Kim Fowlkes

Fowlkes Law Firm, PC
Abilene, TX

Dion Hobbs

Merrill Lynch – Special Needs Team
Houston, TX

Pam Keever

Keever & Wiesenthal PLLC and American Title Company of Houston
Houston, TX

Lynnelle Loke Moore

Loke Moore Law, PLLC
San Antonio, TX

S. Clinton Nix

Bradbury & Nix
Abilene, TX

Angela Odensky

The Law Office of Angela Odensky, PLLC
Bellaire, TX

Erin W. Peirce

Leu & Peirce, PLLC
Plano, TX

Nathan Peters

Law Offices of Nathan Peters, PLLC
Denton, TX

Rayito O. Stephens

Rayito O. Stephens Law Offices, PLLC
Pearland, TX

Wesley E. Wright

Wright Abshire, Attorneys P.C.
Bellaire, TX

Planning Committee

Joy M. Eckelkamp—Co-Chair

Rapp and Krock, PC
Houston, TX

Cathy Kim Fowlkes—Co-Chair

Fowlkes Law Firm, PC
Abilene, TX

Megan Baumer

Law Office of Michael Baumer
Austin, TX

Jennifer L. Coulter

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

CiCi C. Cunningham

Attorney at Law
Humble, TX

Melanie Ibarra-Herrera

The Garrett Law Firm
Austin, TX

John R. McNair

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

Angela Odensky

The Law Office of Angela Odensky, PLLC
Bellaire, TX

Nathan Peters

Law Offices of Nathan Peters, PLLC
Denton, TX

Bryn A. Poland

Mayo & Poland PLLC
Baytown, TX

Teresa Shahan Shapiro

Teresa Shapiro Law
Leander, TX

Ruth-Ann Toups

The Toups Law Firm
Spring, TX

MCLE Credit

Texas – 5.50 hrs | 0.75 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 Attendance will be provided in Your Briefcase for your records. The system reports Texas CLE credit every Monday. 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

California – 5.50 hrs | 0.75 hrs Ethics

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 must claim your credit online in Your Briefcase, and will then be provided a Certificate of Attendance for your records. UT Law CLE will maintain Attendance Records for four years.

Other States – 5.50 hrs | 0.75 hrs Ethics

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.

At the conference, you will need to sign in on the Record of Attendance form at the registration desk. You must claim your credit online in Your Briefcase, and will then be provided a Certificate of Attendance for your records.

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

MCLE Credit

Texas – 5.50 hrs | 0.75 hrs Ethics

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 – 5.50 hrs | 0.75 hrs Ethics

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.

Other States – 5.50 hrs | 0.75 hrs Ethics

Note on Self-Reporting Your Credits in Another State

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

Galveston – Aug 9, 2023 – Moody Gardens

Conference Concluded

Live Webcast – Aug 9, 2023

Conference Concluded

Buy

Galveston
Live Webcast

Individual
Last day for $245.00 Regular pricing: Aug 2, 2023

$245.00 for registrations received after this time

Group (5 registrants minimum)
Last day for $220.00 Regular pricing: Aug 2, 2023

$220.00 for registrations received after this time

Group (10 registrants minimum)
Last day for $195.00 Regular pricing: Aug 2, 2023

$195.00 for registrations received after this time

Last day for cancellation (full refund): Aug 4, 2023

$50 processing fee applied after this date

Last day for cancellation: Aug 7, 2023

Individual
Group (5 registrants minimum)
Group (10 registrants minimum)
Last day for cancellation (full refund): Aug 4, 2023

$50 processing fee applied after this date

Last day for cancellation: Aug 7, 2023

Venue

Moody Gardens

Seven Hope Boulevard
Galveston, TX
888.388.8484 (reservations)

Accommodations

$217 room rate good through July 18, 2023 (subject to availability). Please contact the hotel directly at 888-388-8484 and reference the UT Law CLE Elder Law Conference.

Our Sponsors

Visit the Virtual Exhibit Hall

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

Cadence Asset Management & Trust

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/wealth-management
American National Bank & Trust

American National Bank & Trust strives to provide a comprehensive range of wealth management services to achieve your goals of financial security and success. Only by listening carefully to our clients’ dreams, concerns, and unique needs can we develop the appropriate solutions to help achieve each clients’ financial and estate planning goals.

Our trust officers have on average more than 23 years of experience and multiple certifications allowing them to deliver the top level of service to our current clients and their future generations. We have expertise in trusts, estate administration, guardianships, 1301 and 142 trusts, special needs trusts, investments, retirement planning, and other individualized wealth management services.

With trust and wealth management offices across the state of Texas and our corporate headquarters in Wichita Falls, Texas, we are able to provide local experts to help your clients with all of their planning needs.
You can find more information about American National Bank & Trust at www.amnat.com.
www.amnat.com/trust/
Austin Trust Company

Austin Trust Company was the first private trust company to be chartered by the Texas Department of Banking, receiving charter number T-001 in 1987. We remain the only locally owned and controlled institution that offers a full range of fiduciary services. Whether you have a straightforward trust, a copious, detailed estate or are establishing a Special Needs Trust to help a loved one living with a disability maintain their eligibility for benefit programs, we are here for you. To find out more about how we strive to go Beyond Wealth Management, please visit us at austintrust.com.

www.austintrust.com/
American National Bank of Texas - Trust Dept.

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
Frost Wealth Advisors

Frost is the banking, investments and insurance subsidiary of Cullen/Frost Bankers, Inc. (NYSE: CFR), a financial holding company with $52.9 billion in assets on December 31, 2022. 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/pages/personal-investments.aspx
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/
Integrity Marketing Solutions

Welcome to Integrity Marketing Solutions, where we transform your estate planning or elder law firm into an online powerhouse.
As a boutique, high-end digital marketing agency, we cater exclusively to the unique needs of the estate planning and elder law sectors, ensuring that our expertise is laser-focused on achieving your desired outcomes.
In today's competitive legal landscape, it's crucial to stand out from the crowd, establish trust, and position yourself as the premier choice for clients seeking estate planning or elder law legal services.
That's where we come in. Our comprehensive digital marketing solutions are designed to help your firm dominate your market online, allowing you to focus on what you do best – providing exceptional legal services to your clients.
Let us to help unlock your firm's full potential online.
Experience the difference that a dedicated, high-end digital marketing agency can make for your estate planning or elder law firm.
Together, we'll build an online presence that positions you as the premier choice for legal services in your market. imsrocks.com
CareFor

CareFor is a premiere Care Management, Homecare, and Guardianship Program serving Central Texas. We bring compassion and order to the complexity of caring for others. Our team members have been entrenched throughout the medical and caregiving communities in Central Texas for decades. CareFor knows the doctors, service providers, resources and facilities and we have the expertise to support you and your loved ones. Our combined experience and knowledge will help you identify and understand your options and make timely and sound decisions. Whether you need us now, or are planning ahead, CareFor manages the most difficult and immediate needs. carefor.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/
Merrill: The Special Needs Team – Texas

The Special Needs Team at Merrill Lynch is a deeply experienced group of industry professionals. We are

dedicated to helping improve the long-term well-being of individuals who are unable to care for

themselves by offering financial advice and guidance. Located in multiple offices, we work closely with

private professional guardians and family members to provide budgeting, wealth planning and investing

designed to assist those who are integral to the care of society’s most vulnerable: people with

disabilities, elderly individuals with dementia, accident victims and other special needs populations
fa.ml.com/california/modesto/snt/
National Care Advisors

National Care Advisors, founded in 2008, is a national nurse consulting firm providing life care planning, quality of life assessment, third-party benefit analysis, educational and litigation consulting as well as case management services for individuals with special needs and disabilities.

We work with attorneys, financial planners, trustees and their client families in all 50 states to navigate the complex financial and legal climate surrounding insurance, government benefits, and future cost projections. Sustainable quality of life should be attainable for any who seek it, no matter their abilities or special needs. Our case managers and consultants work to maximize quality of life within the available scope of resources. Learn more about us at www.nationalcareadvisors.com

www.nationalcareadvisors.com
WealthCounsel

State-of-the-art drafting software and workflow solutions, practice building coaching programs, legal content marketing services, education, and a nationwide community of like-minded attorneys—WealthCounsel has all you need to practice efficiently and confidently. www.wealthcounsel.com/

2023

Texas NAELA Summer Conference

Galveston Aug 9, 2023 Moody Gardens Conference Concluded

Live Webcast Aug 9, 2023 Conference Concluded

Buy

Related products: Materials

Overview

Event Schedule

Wednesday Morning, Aug. 9, 2023

Wednesday Afternoon, Aug. 9, 2023

Wednesday Evening, Aug. 9, 2023

Conference Faculty

Kelley M. Bentley

Jennifer L. Coulter

Benecia Flores

Cathy Kim Fowlkes

Dion Hobbs

Pam Keever

Lynnelle Loke Moore

S. Clinton Nix

Angela Odensky

Erin W. Peirce

Nathan Peters

Rayito O. Stephens

Wesley E. Wright

Planning Committee

Joy M. Eckelkamp—Co-Chair

Cathy Kim Fowlkes—Co-Chair

Megan Baumer

Jennifer L. Coulter

CiCi C. Cunningham

Melanie Ibarra-Herrera

John R. McNair

Angela Odensky

Nathan Peters

Bryn A. Poland

Teresa Shahan Shapiro

Ruth-Ann Toups

Credit Info

MCLE Credit

MCLE Credit

Key Dates

Venue

Moody Gardens

Accommodations

Our Sponsors

Sign-Up for Our Hooked on CLE Monthly Newsletter

Galveston Aug 9, 2023 Moody Gardens
Conference Concluded

Live Webcast Aug 9, 2023
Conference Concluded