Live Conferences

Live conferences come with unique benefits.

UT Law CLE brings you in-person opportunities to connect with top experts and colleagues in your practice area. Browse our collection of live conferences and register early for the best rates.

Results for Trusts and Estates / Probate

Viewing 20 of 39 records

Special Needs Trusts

Live Webcast – Feb 18-19, 2021

The 17th Annual Changes and Trends Affecting Special Needs Trusts virtually brings together nationally recognized professionals in the SNT field, features the latest updates and hot topics, and offers a great set of materials including sample forms, drafting tips, sample language, and resources. This year’s virtual program includes:   An overview of special needs trusts essentials, including information on SNT basics, updates on maximizing public benefits, transfers to pooled trusts, and ABLE updates and basics. SNT Lagniappe – Forms to Support Your SNT Practice. The Masters of SNT—What I Know Now That I Wish I Had Known Back Then. Learn about tax basics of a SNT along with information on planning for the estate tax exemption. Insight on the housing problems and solutions for housing beneficiaries and real estate in trusts. A variety of other SNT topics, including program benefits for family caregivers, guiding family trustees, reporting for trusts, SSI applications process for children and adults, and more. A virtual exhibit hall highlighting the services and products offered by our sponsors and exhibitors. Following the webcast, attendees will receive a free, on-demand eSupplement that will bring their total available hours to 15.00, including 3.00 hours of ethics.

  • Total Credit Hours:
  • 13.25 | 3.00 ethics
  • Credit Info
  • Specializations:
    Estate Planning and Probate Law, Tax Law
Register
Estate Planning Workshop

Live Webcast – Dec 4, 2020

Join legendary UT Law Professor Stanley M. Johanson as he leads his Estate Planning Workshop, which offers timely topics, lively discussion and practical advice. And join us on Wednesday for the 68th Annual Taxation Conference for the latest developments in tax regulations, policy and legislation.

  • Total Credit Hours:
  • 6.50
  • Credit Info
  • Specializations:
    Estate Planning and Probate Law, Tax Law
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Estate Planning, Guardianship and Elder Law Conference

Live Webcast – Jul 30-31, 2020

The Estate Planning, Guardianship and Elder Law Conference presents current developments and practical tips for estate planners and elder law attorneys, offers essential information for guardians ad litem, and provides a must-have set of materials and resources.  2020 highlights include: Gain insight into the SECURE Act Hear the latest developments affecting planning and applications for Medicaid to pay for nursing home care and home care, including new COVID-19 policies, in Medicaid Update. Examine an overview of changes and suggested good practices in resolving MERP issues. Review some of the ethical issues created by estate planning for blended families. Explore guardianship essentials, key issues, and alternatives—for up to 4.00 hours of Guardianship credit. Get answers to your frequently—and sometimes infrequently—asked questions at the popular Ask the Experts panel. Earn up to 3.50 hours of legal ethics credit 

  • Total Credit Hours:
  • 15.00 | 3.50 ethics | 4.00 guardianship
  • Credit Info
  • Specializations:
    Estate Planning and Probate Law, Tax Law
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Texas NAELA Summer Conference

Live Webcast – Jul 29, 2020

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!

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Special Needs Trusts

Austin – DoubleTree by Hilton Hotel Austin – Feb 13-14, 2020

The 16th Annual Changes and Trends Affecting Special Needs Trusts brings together nationally recognized professionals in the SNT field, features the latest updates and hot topics, and offers a great set of materials including sample forms, drafting tips, sample language, and resources. This year’s program includes: An overview of special needs trusts essentials, including SNT Basics, Pooled SNTs: Guidelines for Best Practices, Maximizing Public Benefits (Basics), and Emerging Trends in SNTs. Learn about the New POMs Clarification on the Fee Approval Requirements. The SSA’s Regional Trust Leads discuss the regional centralization of the SSI trust review business process, including 2019 POMS updates. Learn tools and specific recommendations of large and small distributions for evaluating requests in part through quality of life considerations. An overview of support issues in divorce cases involving children and spouses with disabilities and the use of SNTs to protect benefits. Interplay of Guardians and Trustees In and Out of Court + Administering SNTs Established in Other States and Other SSA Regions. A variety of other SNT topics, including Protecting and Maximizing Public Benefits (Advanced), Public Benefits for Children, IRA and SNTs, social security fee petitions, and more. Network with program faculty, colleagues, and exhibitors at the Thursday Evening Reception.

  • Total Credit Hours:
  • 13.50 | 2.75 ethics
  • Credit Info
  • Specializations:
    Estate Planning and Probate Law, Tax Law
Buy
Estate Planning Workshop

Austin – AT&T Conference Center – Dec 6, 2019

Join legendary UT Law Professor Stanley M. Johanson as he leads his Estate Planning Workshop, which offers timely topics, lively discussion and practical advice. And come on Wednesday for the 67th Annual Taxation Conference for the latest developments in tax regulations, policy and legislation.

  • Total Credit Hours:
  • 6.75
  • Credit Info
  • Specializations:
    Estate Planning and Probate Law, Tax Law
Buy
Estate Planning, Guardianship and Elder Law Conference

Galveston – Moody Gardens – Aug 1-2, 2019

The Estate Planning, Guardianship and Elder Law Conference presents current developments and practical tips for estate planners and elder law attorneys, offers essential information for guardians ad litem, and provides a must-have set of materials and resources. ​Review what matters now when drafting a durable power of attorney in Financial Powers of Attorney: Do You Want Fries With That Will?. Hear the latest legislative and agency updates, including a presentation by the Health and Human Services Commission (HHSC). A closer look at investigating allegations of abuse and exploitation; including a bank’s process of reporting fraud, the APS investigation process, and ultimate resolution of and ramifications resulting from exploitation allegations. Explore guardianship essentials, key issues, and alternatives—for up to 4.00 hours of Guardianship credit. Discuss the Medicaid Estate Recovery Program (MERP), its rules, requirements, and exemptions, and hear practical guidance for practitioners facing MERP claims. Get answers to your frequently—and sometimes infrequently—asked questions at the popular Ask the Experts panel. Earn up to 3.00 hours of legal ethics credit. New this year, join conference faculty and fellow colleagues at the Moody Gardens Aquarium for Thursday Evening's Networking Buffet and Reception sponsored by Frost Wealth Advisors. This conference is informative and informal—attendees and faculty are encouraged to dress “beach casual” and bring the family to enjoy Moody Gardens on Galveston Island! Are you a TX NAELA Member?  Come a day early and attend the 2019 TX NAELA Summer Conference on July 31st!  The Summer Conference is open ONLY to TX NAELA Members.  TX NAELA Members can register for BOTH programs and attend their Summer Conference for free! Click here to get the special Member Rate when you jointly register for both conferences.

  • Total Credit Hours:
  • 15.00 | 3.00 ethics | 4.00 guardianship
  • Credit Info
  • Specializations:
    Estate Planning and Probate Law, Tax Law
Buy
Texas NAELA Summer Conference

Galveston – Moody Gardens – Jul 31, 2019

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 31. In addition to the annual meeting and award presentations, the conference presents topics and issues regarding various aspects in the area of Elder Law.  New This Year! (This track is currently full.) 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!  

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Special Needs Trusts

Austin – DoubleTree by Hilton Hotel Austin – Feb 7-8, 2019

The 15th Annual Changes and Trends Affecting Special Needs Trusts brings together nationally recognized professionals in the SNT field, features the latest updates and hot topics, and offers a great set of materials including sample forms, drafting tips, sample language, and resources. This year’s program includes: An overview of special needs trusts, including an examination of different types of SNTs—third-party, self-settled, and sole benefit SNTs—and their potential uses and benefits. Case law and legislative updates. A special presentation from the SSA’s Regional Trust Leads with must-have insight on the review process; plus tips on submitting your trust review for approval and avoiding the appeal. Considerations and best practices in working with ABLE programs across the country. Discussion on the increasing importance of preparing Medicaid assessments and appeals, and advice for navigating that process. An examination of trustee obligations and best practices, including an opportunity to ask your questions during an “Ask the Experts” portion of the panel. A variety of other SNT essentials, including trust reformation do’s and don’ts, divorce actions and SNTs, understanding SSI work incentive programs and CLASS, and more. Earn up to 15.00 hours of Texas MCLE credit, with 3.25 hours of ethics. Plus, interact with program faculty, colleagues, and exhibitors at the Thursday Evening Reception.

  • Total Credit Hours:
  • 15.00 | 3.25 ethics
  • Credit Info
  • Specializations:
    Estate Planning and Probate Law, Tax Law
Buy
Estate Planning Workshop

Austin – AT&T Conference Center – Nov 16, 2018

Join legendary UT Law Professor Stanley M. Johanson as he leads his Estate Planning Workshop, which offers timely topics, lively discussion and practical advice. Examine Recent Developments Affecting Estate Planning and the most current updates and “hot” estate planning topics with Professor Johanson. Review Ten Tools Every Estate Planner Should Know, including a discussion of when and how to use them, what to watch out for, and how to explain them to your client. Explore topics ranging from “tangential relationships” to elder financial abuse, and learn what they can mean for your practice. Come on Wednesday for the 66th Annual Taxation Conference for the latest developments in tax regulations, policy and legislation.

  • Total Credit Hours:
  • 6.50 | 0.75 ethics
  • Credit Info
  • Specializations:
    Estate Planning and Probate Law, Tax Law
Buy
Estate Planning, Guardianship and Elder Law Conference

Galveston – Moody Gardens – Aug 9-10, 2018

The Estate Planning, Guardianship and Elder Law Conference presents current developments and practical tips for estate planners and elder law attorneys, offers essential information for guardians ad litem, and provides a must-have set of materials and resources. Learn about Medicaid friendly estate planning, including strategies for preparing your client for long-term care, and an explanation of multiple types of deeds and trusts. Gain insight on advising clients as they approach and surpass age 65, including insurance issues, planning for inheritance, and long-term care planning. Explore guardianship essentials, key issues and alternatives—for up to 4.50 hours of Guardianship credit. Identify common real estate issues that every estate planner, guardian or elder law attorney should know. Get answers to your frequently—and sometimes infrequently—asked questions at the popular Ask the Experts panel, and NEW this year, the Ask the Judges panel. Earn up to 3.25 hours of legal ethics credit. Join conference faculty and fellow colleagues at the Thursday Evening Networking Reception. This conference is informative and informal—attendees and faculty are encouraged to dress “beach casual” and bring the family to enjoy Moody Gardens on Galveston Island! Are you a TX NAELA Member?  Come a day early and attend the 2018 TX NAELA Summer Conference on August 8!  The Summer Conference is open ONLY to TX NAELA Members.  TX NAELA Members can register for BOTH programs and attend their Summer Conference for free! Click here to get the special Member Rate when you jointly register for both conferences.

  • Total Credit Hours:
  • 15.00 | 3.25 ethics | 4.50 guardianship
  • Credit Info
  • Specializations:
    Estate Planning and Probate Law, Tax Law
Buy
Texas NAELA Summer Conference

Galveston – Moody Gardens – Aug 8, 2018

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, August 8. In addition to the annual meeting and award presentations, the conference presents topics and issues regarding various aspects in the area of Elder Law.

Special Needs Trusts

Austin – DoubleTree by Hilton Hotel Austin – Feb 15-16, 2018

The 14th Annual Changes and Trends Affecting Special Needs Trusts brings together nationally recognized professionals in the SNT field, features the latest updates and hot topics, and offers a great set of materials including sample forms, drafting tips, sample language and resources. This year’s program includes: Special needs trusts basics including current trends and pitfalls with Craig C. Reaves, plus an overview and understanding of available public benefits programs. A special presentation from the Social Security Administration’s Regional Trust Review Team with must-have insight on the review process; plus updates, advice, and practice tips for practitioners from Mary E. O’Byrne and Kenneth Brown. Case law and legislative updates from Mary Alice Jackson. The latest developments in the use of ABLE accounts; plus practical discussion on using (or not using) ABLE with Stephen W. Dale, Haley D. Greer, and Nancy Sosa. Practical applications in the intersection of real estate and special needs trusts. Current issues and trends from the Texas Health and Human Services Commission (HHSC) and the Centers for Medicare & Medicaid Services (CMS). Discussion on a variety of other SNT essentials, including decanting and SNTs, understanding structured settlements, and more. Up to 2.50 hours of ethics, plus opportunities to network with program faculty and attendees at the Thursday Evening Reception. If you work with special needs trusts—or want to learn how to use, draft, fund, and administer them—don't miss this program!

  • Total Credit Hours:
  • 13.00 | 2.50 ethics
  • Credit Info
  • Specializations:
    Estate Planning and Probate Law, Tax Law
Buy
Estate Planning Workshop

Austin – DoubleTree by Hilton Hotel Austin – Dec 15, 2017

The tradition continues—Professor Stanley M. Johanson’s popular one-day Estate Planning Workshop offers timely topics, lively discussion and practical advice. Examine Recent Developments Affecting Estate Planning and the most current updates and “hot” estate planning topics with Professor Stanley M. Johanson. Learn the best practices to make distributions from trusts and estates while making sure the fiduciary is protected and the files are complete. Explore Non-Probate Transfers of All Kinds with Steven D. Baker, Giordani, Swanger, Ripp & Jetel Analyze practical and ethical concerns faced by practitioners, and discuss the hot-button issues stemming from recent cases, rulings, and regulation in the Estate Planning Workshop featuring all Workshop faculty Come on Wednesday for the 65th Annual Taxation Conference for the latest developments in tax regulations, policy and legislation.

  • Total Credit Hours:
  • 6.50
  • Credit Info
  • Specializations:
    Estate Planning and Probate Law, Tax Law
Buy
Estate Planning, Guardianship and Elder Law Conference

Galveston – Moody Gardens – Aug 3-4, 2017

The Estate Planning, Guardianship and Elder Law Conference presents current developments and practical tips for estate planners and elder law attorneys, offers essential information for guardians ad litem, and provides a must-have set of materials and resources.  Get practical guidance on updating key forms to reflect changes to the law Hear the latest developments in Medicaid law and walk through essential forms for Medicaid specialists and non-specialists Hear a panel of corporate trustees discuss how they administer the wills and trusts you draft and with tips for Drafting Wills and Trusts for Efficient Administration Discuss “pesky” probate issues, including working with creditors and claims, as well as options and alternatives to probating a will Explore key guardianship issues and alternatives—for up to 4.25 hours of Guardianship credit—including The Role of the Guardian, The Role of the Ad Litem, The Fourth Hour—Supports and Services: Underpinning the Less Restrictive Alternatives, and a review of the Texas Estate Code requirements for qualification of personal representative Hear the latest case law, legislative and agency updates, including a presentation by the Health and Human Services Commission (HHSC) Get answers to your questions at the popular Ask the Experts panel Earn up to 3.25 hours of legal ethics credit Join conference faculty and fellow colleagues at the Thursday Evening Networking Reception and then join us at the pool for an evening cookout This conference is informative and informal—attendees and faculty are encouraged to dress “beach casual” and bring the family to enjoy Moody Gardens on Galveston Island! Are you a TX NAELA Member?  Come a day early and attend the 2017 TX NAELA Summer Conference on August 2!  The Summer Conference is open ONLY to TX NAELA Members.  TX NAELA Members can register for BOTH programs and SAVE! Click here to get the special Member Rate when you jointly register for both conferences.

  • Total Credit Hours:
  • 14.75 | 3.25 ethics | 4.25 guardianship
  • Credit Info
  • Specializations:
    Estate Planning and Probate Law, Tax Law
Buy
Texas NAELA Summer Conference

Galveston – Moody Gardens – Aug 2, 2017

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, August 2. In addition to the annual meeting and award presentations, the conference presents topics and issues regarding various aspects in the area of Elder Law.   Dealing with Difficult Behavior Family Fusion: Estate Planning Beyond the Nuclear Unit Preventing & Recovering from Elder Financial Fraud Unauthorized Practice of Law: How Clients are Being Harmed The Tension Between Legal Documents and Medical Practice The Future of Elder Law and Estate Planning: Policy & Technology Networking and renewing friendships with your fellow Elder Law attorneys from across the state in a relaxed and informal setting while you (and your family) enjoy Galveston Island. Special discount for TX NAELA members attending both conferences.

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Special Needs Trusts

Austin – Radisson Hotel and Suites, Austin-Downtown – Feb 9-10, 2017

The 13th Annual Changes and Trends Affecting Special Needs Trusts brings together nationally recognized professionals in the SNT field, features the latest updates and hot topics, and offers a great set of materials including sample forms, drafting tips, sample language and resources. This year’s program includes: Essentials for special needs trusts decision-making, including a practical “decision tree” analysis for determining the need for and type of SNT from Craig. C. Reaves, plus the fundamental rules for protecting your client’s eligibility for SSI and Medicaid A special presentation from the Social Security Administration’s Regional Trust Review Team with must-have insight on the review process and opinions on amending trusts; plus Neal Winston with advice and tips for practitioners in handling the trust review process Strategies and best practices for maintaining SSI eligibility once an SNT is created with Patricia F. Sitchler and Nancy Sosa Practical applications and case studies demonstrating the use of ABLE Accounts and special needs trusts from Stephen W. Dale A HIPAA Compliance Survival Guide to protect you and your practice from fines and penalties after the expansion of Texas House Bill 300 Tips and challenges in planning for the crowdfunding beneficiary from Mary Alice Jackson Supported Decision-Making Agreements and understanding key issues and pitfalls in representing parties using these agreements Current issues and trends from the Texas Health and Human Services Commission (HHSC) Discussion on a variety of other SNT essentials, including Decanting and SNTs; SNT Modification and Reformations; and more An interactive presentation on the Ethics of Joint Representation with Rebecca C. Morgan Earn up to 2.50 hours of ethics, plus network with program faculty and attendees at the Thursday Evening Reception If you work with special needs trusts—or want to learn how to use, draft, fund and administer them—don't miss this program!  

  • Total Credit Hours:
  • 13.75 | 2.50 ethics
  • Credit Info
  • Specializations:
    Estate Planning and Probate Law, Tax Law
Buy
Estate Planning Workshop

Austin – Radisson Hotel and Suites, Austin-Downtown – Dec 2, 2016

The tradition continues—Professor Stanley M. Johanson’s popular one-day Estate Planning Workshop offers timely topics, lively discussion and practical advice, including: Recent Developments Affecting Estate Planning and related trending issues, taught by Professor Johanson. Learn the latest about the basis consistency rules and best practices for completing Form 8971 and reporting values on related Schedules A. Practical tips on transfer-on-death and Lady Bird Deeds. Updates on the federal legislative and regulatory environment, with a special focus on finalizing the proposed section 2704 valuation regulations. How to address practical and ethical concerns, including those raised by recent cases, rulings and regulations, in the Estate Planning Workshop. Come on Wednesday for the 64th Annual Taxation Conference for the latest developments in tax regulations, policy and legislation.

  • Total Credit Hours:
  • 6.50 | 0.75 ethics
  • Credit Info
  • Specializations:
    Estate Planning and Probate Law, Tax Law
Buy
Texas NAELA Summer Conference

Galveston – Moody Gardens – Aug 12*, 13, 2016
*TX NAELA Opening Dinner

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 Friday evening, August 12 and Saturday morning, August 13. In addition to the annual meeting and award presentations, the conference presents topics and issues regarding various aspects in the area of Elder Law. Texas State Veterans Homes: Nursing Home Options for our Texas Veterans Unlawful Practice of Law: Protect Our Clients' Rights and Interests Medicaid Waiver Programs: The "Other" Medicaid Programs and Benefits Ancillary Probate and what Texas lawyers need to know about Arkansas and Oklahoma An "Ask the Experts" Panel and Other Current Hot Topics Meet, socialize, and renew friendships with your fellow Elder Law attorneys from across the state in a relaxed and informal setting while you (and your family) enjoy Galveston Island. Take advantage of special rates and discounts for TX NAELA members attending both conferences.

Buy
Estate Planning, Guardianship and Elder Law Conference

Galveston – Moody Gardens – Aug 11-12, 2016

The Estate Planning, Guardianship and Elder Law Conference presents current developments and practical tips for estate planners and elder law attorneys, offers essential information for guardians ad litem, and provides a must-have set of materials and resources. Review key considerations and sample language in drafting wills and trusts, including The Anatomy of a Will and Best Practices in Drafting Revocable and Irrevocable Trusts. Discuss key probate issues, including working with creditors and claims, as well as procedures for “changing course” during the administration of an estate. Understand the scope of public benefits as it affects the elderly, and get tips on filing the perfect Medicaid application. Explore key guardianship issues and alternatives—for up to 4.75 hours of Guardianship credit—including Resolving Guardianship Disputes, Alternatives to Guardianship, and a discussion of the recently enacted Supported Decision-Making Agreement Act.  Hear the latest case law and agency updates, including presentations by the Health and Human Services Commission (HHSC) and Disability Rights Texas. Review tips and traps in managing your estate planning and elder law cases, including engagement letters, avoiding conflicts and information management; plus, hear a discussion on standards and best practices for determining a client’s level of capacity. Get answers to your questions at the popular Ask the Experts panel. Earn up to 2.75 hours of legal ethics credit. Join conference faculty and fellow colleagues at the Thursday Evening Networking Reception. This conference is informative and informal—attendees and faculty are encouraged to dress “beach casual” and bring the family to enjoy Moody Gardens on Galveston Island! Are you a TX NAELA Member?  Stay another day and attend the 2016 TX NAELA Summer Conference on August 12 and 13!  The Summer Conference is open ONLY to TX NAELA Members.  TX NAELA Members can register for BOTH programs and SAVE! Click here to get the special Member Rate when you jointly register for both conferences.

  • Total Credit Hours:
  • 14.25 | 2.75 ethics | 4.75 guardianship
  • Credit Info
  • Specializations:
    Estate Planning and Probate Law, Tax Law
Buy

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