2024

Texas NAELA Summer Conference

San Antonio Aug 7, 2024 La Cantera Resort & Spa
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

EVENT SPONSORS
Cadence Asset Management & Trust
Legacy Enhancement Trust
Frost Wealth Advisors
Happy State Bank & Trust Co.
American National Bank & Trust

EXCLUSIVE WEBCAST SPONSOR
Austin Trust Company

CONFERENCE SPONSORS
CareFor
Colvent Group Inc.
Evan Howell Properties
Krause Financial
National Care Advisors
WealthCounsel

EXHIBITORS
American Cancer Society
AshBer
Bank of Texas
Elder Law Trio Press
Family Tree Private Care
Merrill: The Special Needs Team – Texas
Mir Senior Care Management Inc. & Care Consultants
The Arc of Texas Master Pooled Trust
Texas ABLE Program – A Savings Program for Texans with Disabilities

HEADSHOT SPONSORS
McKnight Title
Tim Allums - Realtor, KW Heritage Realty

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 La Cantera Resort & Spa in San Antonio on Wednesday, August 7th. 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! There is a $75 materials fee that will be required to be paid when registering for the Workshop.

You must be a member of both national NAELA and the TX NAELA Chapter to attend the summer conference. If you are not a member of NAELA and the TX Chapter of NAELA and would like to become one, please visit us online here for more information.

Stay on and attend The University of Texas’ 26th Annual Estate Planning, Guardianship and Elder Law Conference on August 8-9, 2024. TX NAELA Members with a paid 2024 Estate Planning, Guardianship and Elder Law Conference registration will receive a $245 discount on their 2024 NAELA Summer Conference registration!

Event Schedule

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

Time

Credit

Subject

Speaker
Wednesday Morning, Aug. 7, 2024
Interested in a Professional Headshot?

Refresh your online presence with a FREE PROFESSIONAL HEADSHOT for the first 75 Texas NAELA members attending the Summer Conference who sign up. Email Lynnelle@lokemoorelaw.com with your preference of a morning or afternoon time. Special thanks to our sponsors McKnight Title and Tim Allums, Realtor KW Heritage.
10:30 am

Registration and Exhibit Hall Opens
11:00 am

Board Meeting

All TX NAELA members are welcome to join.
11:45 am

Pick Up Lunch

Included in registration.
Thank You to Our Luncheon Sponsor
Wednesday Afternoon, Aug. 7, 2024
General Session
Presiding Officer:
Joy Eckelkamp, Rapp and Krock, PC - Houston, TX
12:00 pm

Welcoming Remarks
12:15 pm

0.75 hr
0.25 hr ethics

My Step-Kids Own My Home: And Other Ways We Need to Plan Better in Blended Families

Explore how to address blended families in estate planning, Medicaid, VA, and probate contexts, including best practices and how to speak with your clients about the challenges non-traditional families bring.

Jennifer L. Coulter, Townsend Allala, Coulter & Kludt, PLLC - El Paso, TX
Erin W. Peirce, Leu, Peirce, & Olson, PLLC - Plano, TX
1:00 pm

0.25 hr ethics

Lurking in the Shadows: The Growing Threat of the Unauthorized Practice of Law in Estate Planning and Long-Term Care Medicaid Planning

Update on the evolving landscape of the unauthorized practice of law (UPL) in estate planning and long-term care Medicaid planning. Discuss the manner in which individuals and entities engage in these unauthorized activities, how it endangers those who are targeted by and use the services of these unauthorized individuals/entities, and why lawyers should be concerned.

Ben King, Ross & Shoalmire PLLC - Texarkana, TX
1:15 pm

0.75 hr

Using Artificial Intelligence in Your Elder Law Practice: Can ChatGPT Get My Clients on Medicaid?

Explore what artificial intelligence is, and what it should and should not be used for in your practice. Discuss several current applications of artificial intelligence that are designed for law firms.

Michael Delaney, DDV Law, Ltd. - Orland Park, IL
2:00 pm

15-Minute Break to Visit Exhibitors

Thank You to Our Break Sponsor
2:15 pm

1.50 hrs
0.25 hr ethics

What You Don't Know Can Hurt You: Oil Gas, Wind, and Water

A participatory, interactive presentation covering what you have to anticipate in the area of oil and gas law as you represent families and individuals.

Moderator:
Wesley E. Wright, Wright Abshire, Attorneys P.C. - Bellaire, TX
Panelists:
Lisa Shoalmire, Ross & Shoalmire PLLC - Texarkana, TX
O. Henry (Mike) Young, Law Offices of O. Henry (Mike) Young, PC - Abilene, TX
3:45 pm

15-Minute Break to Visit Exhibitors

Thank You to Our Break Sponsor
4:00 pm

0.50 hr

Medicaid Strategies for Handling Homesteads Exceeding the Maximum Equity Value

With property values trending upward, the annual adjustment for property values may not be enough allow property to stay below the maximum equity value for Medicaid eligibility. Get – or share – some ideas on how to handle this issue.

Marilyn G. Miller, Marilyn G. Miller, Attorney at Law - Dripping Springs, TX
4:30 pm

0.75 hr

When Grandpa Gets a Girlfriend: What To Do When You Suspect a Romance Scam

Sweetheart swindlers use manipulation and fraud to deceive elders into giving them money, often leaving elders financially ruined and emotionally devastated. Learn the warning signs of a romance scam, how to approach the victim with your concerns, what law enforcement requires to bring criminal charges, and what you can do to protect the elder’s assets.

Alicia V. Patterson, Dallas County District Attorney’s Office – Elder Abuse Unit - Dallas, TX
5:15 pm

Break (Pick Up Drinks)
Medicaid Planning Workshop (limit of 24 registrants)
Presiding Officer:
Cathy Kim Fowlkes, Fowlkes Law Firm, PC - Abilene, TX
NOTICE

Attendees must RSVP and pay an additional fee of $75 for the Medicaid Planning Workshop when registering for the conference. Attendance is limited to the first 24 people.
12:00 pm

Welcoming Remarks
12:15 pm

1.75 hrs
0.25 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. A hands-on, interactive case study from the initial client call to the gathering and interpretation of information, the Medicaid application, correspondence with HHS, and the possible appeal.

Kelley M. Bentley, The Bentley Law Firm - Sugar Land, TX
Julie Ann Ezell-Perez, Ezell & Ezell, PLLC - Harlingen, TX
Benecia Flores, Petrosewicz Law Firm, P.C. - Richmond, TX
Cathy Kim Fowlkes, Fowlkes Law Firm, PC - Abilene, TX
Lori A. Leu, Leu, Peirce, & Olson, PLLC - Plano, TX
Lynnelle Loke Moore, Loke Moore Law, PLLC - San Antonio, TX
Lauren Olson, Leu, Peirce, & Olson, PLLC - Plano, TX
2:00 pm

15-Minute Break to Visit Exhibitors

Thank You to Our Break Sponsor
2:15 pm

1.50 hrs
0.25 hr ethics

Medicaid Planning Nuts and Bolts - A Case Study Resumes

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. A hands-on, interactive case study from the initial client call to the gathering and interpretation of information, the Medicaid application, correspondence with HHS, and the possible appeal.

Kelley M. Bentley, The Bentley Law Firm - Sugar Land, TX
Julie Ann Ezell-Perez, Ezell & Ezell, PLLC - Harlingen, TX
Benecia Flores, Petrosewicz Law Firm, P.C. - Richmond, TX
Cathy Kim Fowlkes, Fowlkes Law Firm, PC - Abilene, TX
Lori A. Leu, Leu, Peirce, & Olson, PLLC - Plano, TX
Lynnelle Loke Moore, Loke Moore Law, PLLC - San Antonio, TX
Lauren Olson, Leu, Peirce, & Olson, PLLC - Plano, TX
3:45 pm

15-Minute Break to Visit Exhibitors

Thank You to Our Break Sponsor
4:00 pm

1.25 hrs
0.25 hr ethics

Medicaid Planning Nuts and Bolts - A Case Study Resumes

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. A hands-on, interactive case study from the initial client call to the gathering and interpretation of information, the Medicaid application, correspondence with HHS, and the possible appeal.

Kelley M. Bentley, The Bentley Law Firm - Sugar Land, TX
Julie Ann Ezell-Perez, Ezell & Ezell, PLLC - Harlingen, TX
Benecia Flores, Petrosewicz Law Firm, P.C. - Richmond, TX
Cathy Kim Fowlkes, Fowlkes Law Firm, PC - Abilene, TX
Lori A. Leu, Leu, Peirce, & Olson, PLLC - Plano, TX
Lynnelle Loke Moore, Loke Moore Law, PLLC - San Antonio, TX
Lauren Olson, Leu, Peirce, & Olson, PLLC - Plano, TX
5:15 pm

Break (Rejoin Group and Pick Up Drinks)
Wednesday Evening, Aug. 7, 2024
Presiding Officer:
Joy Eckelkamp, Rapp and Krock, PC - Houston, TX
5:30 pm

1.00 hr
0.25 hr ethics

Happy Hour - Elder Law Trivia

Grab a glass of wine or your favorite beverage, find a seat, and engage with your table-mates in a friendly game of Elder Law Trivia. A prize awaits the winning table.

Moderator:
Angela Odensky, The Law Office of Angela Odensky, PLLC - Bellaire, TX
Panelists:
Marilyn G. Miller, Marilyn G. Miller, Attorney at Law - Dripping Springs, TX
Ruth-Ann Toups, The Toups Law Firm - Spring, TX
Wednesday Evening Dinner (Included in Registration)
Wednesday Dinner Additional Non-Registrant Guest $90
6:30 pm

Dinner and Business Meeting

Join your colleagues for dinner.

Thank You to Our Dinner Sponsor
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

Michael Delaney

DDV Law, Ltd.
Orland Park, IL

Julie Ann Ezell-Perez

Ezell & Ezell, PLLC
Harlingen, TX

Benecia Flores

Petrosewicz Law Firm, P.C.
Richmond, TX

Cathy Kim Fowlkes

Fowlkes Law Firm, PC
Abilene, TX

Ben King

Ross & Shoalmire PLLC
Texarkana, TX

Lori A. Leu

Leu, Peirce, & Olson, PLLC
Plano, TX

Lynnelle Loke Moore

Loke Moore Law, PLLC
San Antonio, TX

Marilyn G. Miller

Marilyn G. Miller, Attorney at Law
Dripping Springs, TX

Angela Odensky

The Law Office of Angela Odensky, PLLC
Bellaire, TX

Lauren Olson

Leu, Peirce, & Olson, PLLC
Plano, TX

Alicia V. Patterson

Dallas County District Attorney’s Office – Elder Abuse Unit
Dallas, TX

Erin W. Peirce

Leu, Peirce, & Olson, PLLC
Plano, TX

Lisa Shoalmire

Ross & Shoalmire PLLC
Texarkana, TX

Ruth-Ann Toups

The Toups Law Firm
Spring, TX

Wesley E. Wright

Wright Abshire, Attorneys P.C.
Bellaire, TX

O. Henry (Mike) Young

Law Offices of O. Henry (Mike) Young, PC
Abilene, TX

Planning Committee

Cathy Kim Fowlkes—Co-Chair

Fowlkes Law Firm, PC
Abilene, TX

Lisa Shoalmire—Co-Chair

Ross & Shoalmire PLLC
Texarkana, TX

Megan Baumer

Law Office of Michael Baumer
Austin, TX

Kelley M. Bentley

The Bentley Law Firm
Sugar Land, TX

Jennifer L. Coulter

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

CiCi C. Cunningham

Attorney at Law
Humble, TX

Joy Eckelkamp

Rapp and Krock, PC
Houston, TX

Sydni Emery-Baker

Theander & Grimes, PLLC
Katy, TX

Julie Ann Ezell-Perez

Ezell & Ezell, PLLC
Harlingen, TX

Benecia Flores

Petrosewicz Law Firm, P.C.
Richmond, TX

Melanie Ibarra-Herrera

The Garrett Law Firm, PLLC
Austin, TX

Lynnelle Loke Moore

Loke Moore Law, PLLC
San Antonio, TX

Angela Odensky

The Law Office of Angela Odensky, PLLC
Bellaire, TX

Teresa Shahan Shapiro

Teresa Shapiro Law
Leander, TX

Ruth-Ann Toups

The Toups Law Firm
Spring, TX

Credit Info

San Antonio

MCLE Credit

Texas – 5.50 hrs | 1.00 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 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 – 5.50 hrs | 1.00 hrs Ethics

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.

Pennsylvania – 5.50 hrs | 1.00 hrs Ethics

UT Law CLE is an approved provider of Pennsylvania credit, sponsor #236. You must claim your credit online in Your Briefcase, and will then be provided a Certificate of Attendance for your records. Attorney attendance will be reported to Pennsylvania within 2 weeks after credit is claimed and submit. Attorneys are not able to report this credit on their own, and UT Law CLE pays all associated fees for the credit hours. Contact us at accreditation@utcle.org if you have additional questions.

Other States – 5.50 hrs | 1.00 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.

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 provided to other licensing authorities as needed.

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

Other Credit

TX Accounting CPE – 6.50 hrs

The University of Texas School of Law (Provider #250) live conferences are presumptively approved by The Texas State Board of Public Accountancy for Texas Accounting CPE credit based on a 50-minute credit hour. Approved for general CPE credit only.

At the conference, you are welcome to sign in on the Accounting CPE Record of Attendance form at the registration desk, but we are now reporting all credit online. You will receive a Texas Accounting Certificate of Completion in Your Briefcase. Self-report your CPE credit directly to TSBPA. UT Law CLE will maintain Attendance Records for four years.

Contact us at accreditation@utcle.org if you have additional questions.

Key Dates

San Antonio – Aug 7, 2024 – La Cantera Resort & Spa

Conference Concluded

Buy

San Antonio

Individual
Last day for $245.00 Early Bird pricing: Apr 12, 2024
Last day for $295.00 Regular pricing: Jul 24, 2024

$345.00 for registrations received after this time

Group (5 registrants minimum)
Last day for $265.00 Regular pricing: Jul 24, 2024

$315.00 for registrations received after this time

Group (10 registrants minimum)
Last day for $235.00 Regular pricing: Jul 24, 2024

$285.00 for registrations received after this time

Last day for cancellation (full refund): Aug 2, 2024

$50 processing fee applied after this date

Last day for cancellation: Aug 5, 2024

Venue

La Cantera Resort & Spa

16641 La Cantera Parkway
San Antonio, TX 78256
210-558-6500
855-499-2960 (reservations)
Map

Accommodations

The room block at La Cantera has been exhausted. Other nearby options include:
Courtyard San Antonio Six Flags® at The RIM
DoubleTree by Hilton San Antonio Northwest
Tru by Hilton San Antonio at the Rim

$217 room rate and discounted $30 resort fee good through July 8, 2024 (subject to availability). Book online or contact the hotel directly at 210-558-6500 and reference the UT Law CLE Elder Law Conference, or group code UTG3124A.

Parking Information

Self parking is available at no charge. Valet parking is $40 per car, per night.

Our Sponsors

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
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/
Frost Wealth Advisors

Frost is the banking, investments and insurance subsidiary of Cullen/Frost Bankers, Inc. (NYSE: CFR), a financial holding company with $50.8 billion in assets on December 31, 2023. 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
Happy State Bank & Trust Co.

“The town without a frown,” Happy, Texas, got its first bank in 1908, then called First State Bank of Happy. In 1989, 10 local families from Canyon, Texas purchased the $10 million dollar bank that was listed as the 812th largest bank in Texas. Happy State Bank is now the 20th largest bank with 35 branches in 25 markets, and an asset size of $3.4 billion. In addition to being named a “Best Banks to Work For” five years in a row by American Banker, Happy is ranked the 3rd Best Bank in Texas and the 26th Best Bank in the Nation by Forbes. The Happy Trust Company was added in 2002 and currently manages over 400 million dollars in assets. Happy’s trust team has over 300 years of combined experience providing expertise in farm and ranch management, securities portfolio services, and mineral interest oversight. Consistent with Happy State Bank’s mission, the trust company thrives on building personal relationships with our clients while providing the highest level of fiduciary service.
happytrust.com/
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 & 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/
McKnight Title
Tim Allums-Realtor KW Heritage

Tim Allums is a Broker Associate with Keller Williams Heritage Realty, serving San Antonio and surrounding areas. He is well-versed in handling complex residential and commercial real estate transactions involving probate. With over ten years of experience in real estate, Tim has considerable skill and understanding of the complexities often involved in selling real estate for executors and administrators. Tim has lived in the San Antonio area for over 40 years and graduated from UTSA in 1994 with a bachelor’s degree in economics. Tim and his wife, Becky (also a real estate agent), live in the San Antonio area in the town of Hollywood Park. In their spare time, they enjoy sports cars and muscle cars, often participating in track events, and are active in multiple car clubs. timallums.kw.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/
Colvent Group Inc.

Colvent Group Inc.
Evan Howell Properties

Evan Howell is a real estate broker in the greater Houston area with a passion for real estate and has been active since 1983. Evan champions his family-owned business, which specializes in property management, probate sales, and real estate services. Evan S. Howell manages a diverse portfolio of commercial, residential, and single-family homes in the greater Houston area with an unparalleled level of service and attention.
evanhowell.com/
Krause Financial

Krause Financial is an attorney-led firm that provides asset preservation solutions for estate planning and elder law attorneys and their clients. Using our specialized insurance products, resources, and support, we help attorneys streamline the process of advising clients planning for long-term care.

Our main priority is preserving your client’s assets in the face of long-term care. Our core products include Medicaid Compliant Annuities, long-term care insurance, and funeral expense trusts. We also offer tax-deferred annuities, whole life insurance, estate trusts, non-Medicaid SPIAs, and refusal letters. Along with our products, we provide case analysis and guidance tailored to each client’s unique situation. Our other services include Medicaid application support, fair hearing support, and annuity valuation.

In addition to providing products and services, we are committed to helping attorneys build their practices using our resources and educational tools. We offer live and on-demand webinars, CLE opportunities, state-specific Medicaid resources, our annual Krause Report, video library, white papers, and so much more.
www.krausefinancial.com
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

WealthCounsel has been helping estate planning and elder law attorneys practice efficiently and confidently for over twenty-five years. From creating intelligent documents to staying on top of changing laws, increasing your skill set, and growing your law practice, WealthCounsel provides world-class resources for all of your professional needs. www.wealthcounsel.com/
American Cancer Society

The American Cancer Society is the leading cancer-fighting organization with a vision of ending cancer as we know it, for everyone. We are the only organization working to improve the lives of people with cancer and their families through advocacy, research, and patient support, to ensure everyone has an opportunity to prevent, detect, treat, and survive cancer.

With a planned gift to the American Cancer Society, you and your client can combine their desire to give to charity with their overall financial, tax, and estate planning goals. Planned giving gives your client a special connection with the Society. A Planned Gift from an Estate will help those touched by cancer — for now and for years to come. www.cancer.org/
AshBer

AshBer is an independent insurance agency specializing in Medicaid Compliant Annuities as short as 2 months and long-term care insurance solutions. AshBer partners with attorneys and financial advisors across the country to deliver industry-leading service and premier insurance solutions to their clients offered by “A” rated insurance carriers. www.ashber.com/
Bank of Texas

Whether you are setting up a trust, safekeeping account, private foundation, or arranging for estate management services, Bank of Texas offers the full range of fiduciary products in which we serve as the fiduciary or the agent for the fiduciary. Backed by the strength and stability of BOK Financial, a $33 billion regional financial services company that has been in the trust business since 1918, Bank of Texas provides high touch, personalized fiduciary services through an experienced and credentialed team of local experts. Not only do we serve as neutral third party personal representative for estates, we also administer all types of trusts including revocable, irrevocable, charitable, court created or special needs, with the goal of maximizing tax savings, avoiding probate where possible, and protecting your financial future.
www.bokfinancial.com/
Elder Law Trio Press

Elder Law Trio Press

Elder Law Trio Press is a group of three law firms that co-author books. These firms are H. Clyde Farrell of Farrell & Johnson PLLC in Austin, Texas, Patricia “Patty” Flora Sitchler, a solo practitioner in the Law Office of Patricia Flora Sitchler in La Vernia, Texas [retired from solo practice] and Of Counsel to Rainey and Rainey Attorneys at Law LP, and Wright Abshire, Attorneys, A Professional Corporation which includes Wesley E. Wright and Molly Dear Abshire in Bellaire, a city within Houston, Texas. They currently co-author the 2020 edition of Texas Elder Law which is the 51st Volume of the Texas Practice Series published by Thomson. store.legal.thomsonreuters.com/law-products/Treatises/Texas-Elder-Law-2022-ed-Vol-51-Texas-Practice-Series/p/106818612
Family Tree Private Care

Family Tree Private Care

Our passion for elevating private in-home care is evidenced by our unique comprehensive service offering that ensures your loved one has a single, consistent company providing expert care for every stage of the aging journey. From companionship to complex medical care led by a nurse, we’re exceptionally high-touch and deeply experienced, ensuring we can provide unparalleled personalized care for long-term aging at home. Family Tree Private Care offers in-home care to over 700 clients throughout Texas and Colorado, and Care Management to close to 250 clients. familytreecares.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/snt
Mir Senior Care Management Inc. & Care Consultants

Founded in 2004, Mir Senior Care Management, Inc. & Care Consultants serves individuals faced with the challenges and complexities of aging and special needs by delivering the highest quality of life care management services. We exist to support our clients by providing personalized planning, consultation, education, advocacy, and resource navigation.
Services include:
Private Professional Guardianship Program
Holistic Care Planning
Licensed Medical Nursing Professionals
Licensed Social Work Professionals
Assess for Less Restrictive Alternatives
Crisis Intervention
Assessment and Client Support (Developmental, Intellectual, Mental Health, Physical Disabilities, Brain Injuries, & Chronic or Serious Illnesses)
Family Support and Guidance
We serve Central Texas, Corpus Christi, the Rio Grande, Houston, Brazos Valley Regions, and surrounding areas. Visit our website at www.mircareconsultants.com or call (512) 615-6116.
mircareconsultants.com/
The Arc of Texas Master Pooled Trust

The Arc of Texas Master Pooled Trust (MPT) is a pooled SNT with an over 25 year history of serving Texans with disabilities and their families. Established with a commitment to promoting independence and safeguarding financial futures, this trust is a vital resource within the Texas disability community. With a person-centered focus, the MPT provides a unique and innovative solution for managing funds while preserving eligibility for government benefits.

Serving as a dependable ally, The Arc of Texas Master Pooled Trust navigates the complex landscape of government regulations and financial intricacies. By providing a streamlined and compassionate approach, the MPT empowers individuals to achieve their goals while maintaining the vital support systems that enhance their quality of life. The MPT stands as a testament to the organization's unwavering commitment to fostering financial well-being and autonomy within the diverse tapestry of the Texas disability community. www.thearcoftexas.org/trust/
Texas ABLE Program – A Savings Program for Texans with Disabilities

The Texas ABLE Program: A savings program for Texans with disabilities. The Texas Achieving A Better Life Experience (Texas ABLE®) program gives Texans with disabilities and their families the opportunity to save for disability - related expenses in a tax-advantaged ABLE account. Your clients may be able to save for a loved one's disability expenses without affecting eligibility for public benefits.

Funds in an ABLE account can be used to pay for qualified disability expenses that relate to the beneficiary disability and are used to maintain or improve his or her health, independence or quality of life. Texas ABLE is based on federal and state legislation and is maintained by the state through the Texas Comptroller of Public Accounts.
Learn more and enroll online at TexasABLE.org. 844-4TX-ABLE (844-489-2253)
CustomerService@TexasABLE.org www.texasable.org/

2024

Texas NAELA Summer Conference

San Antonio Aug 7, 2024 La Cantera Resort & Spa Conference Concluded

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Overview

Event Schedule

Wednesday Morning, Aug. 7, 2024

Wednesday Afternoon, Aug. 7, 2024

Wednesday Evening, Aug. 7, 2024

Conference Faculty

Kelley M. Bentley

Jennifer L. Coulter

Michael Delaney

Julie Ann Ezell-Perez

Benecia Flores

Cathy Kim Fowlkes

Ben King

Lori A. Leu

Lynnelle Loke Moore

Marilyn G. Miller

Angela Odensky

Lauren Olson

Alicia V. Patterson

Erin W. Peirce

Lisa Shoalmire

Ruth-Ann Toups

Wesley E. Wright

O. Henry (Mike) Young

Planning Committee

Cathy Kim Fowlkes—Co-Chair

Lisa Shoalmire—Co-Chair

Megan Baumer

Kelley M. Bentley

Jennifer L. Coulter

CiCi C. Cunningham

Joy Eckelkamp

Sydni Emery-Baker

Julie Ann Ezell-Perez

Benecia Flores

Melanie Ibarra-Herrera

Lynnelle Loke Moore

Angela Odensky

Teresa Shahan Shapiro

Ruth-Ann Toups

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MCLE Credit

Other Credit

Key Dates

Venue

La Cantera Resort & Spa

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Parking Information

Our Sponsors

Colvent Group Inc.

Elder Law Trio Press

Family Tree Private Care

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San Antonio Aug 7, 2024 La Cantera Resort & Spa
Conference Concluded