20^th Annual

Estate Planning, Guardianship and Elder Law Conference

Galveston Aug 9-10, 2018 Moody Gardens
Conference Concluded

Buy

Related products: eConference Materials

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

EVENT SPONSORS
Cadence Bank, Trust & Wealth Services
Estate Partners, LLC
Evan S. Howell, Professional Engineer, Real Estate and Property Management
Frost Wealth Advisors
Moody Bank Wealth Management and Trust
Texas Lawyers' Insurance Exchange

CONFERENCE SPONSORS
American National Bank of Texas
Krause Financial Services
Keever & Wiesenthal / Keith Morris, Attorney

EXHIBITORS
Adaptive Driving Access
Aging Life Care Association
Bank of Texas
Elder Law Trio Press
ElderCounsel
Evergreen Private Care
Funeral Negotiators
GMB Estate Liquidation Services
InterActive Legal
More Consults & Clients
National Care Advisors
TLC Office Systems
True Link Financial

Download Brochure (PDF)

Overview

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.

Event Schedule

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

Day 1 August 9, 2018
Day 2 August 10, 2018

Time

Credit

Subject

Speaker
Thursday Morning, Aug. 9, 2018
Presiding Officer:
H. Clyde Farrell, Farrell, Burdett & Johnson PLLC - Austin, TX
7:30 am

Registration Opens

Includes continental breakfast.
8:20 am

Welcoming Remarks
8:30 am

0.75 hr

IRA, UTMA, SNT, RMD… OMG! Special Considerations When Planning With Retirement Benefits For Minors and Incapacitated Individuals.

Hear a presentation focusing on special planning considerations when a retirement plan’s desired beneficiary is a minor, is incapacitated or is likely to have some degree of future incapacity.

Katherine C. Akinc, Brink Bennett Flaherty Golden - Austin, TX
9:15 am

0.75 hr

Medicaid-Friendly Estate Planning

Discuss forms and strategies for preparing your clients (and sometimes their parents and children) to protect assets in case the need for long-term care arises. Forms will be provided and explained for Lady Bird Deeds, Transfer on Death Deeds, Revocable Trust as Grantee (of either type deed), and Medicaid-Friendly Contingent Trust.

H. Clyde Farrell, Farrell, Burdett & Johnson PLLC - Austin, TX
10:00 am

0.75 hr

Durable Power of Attorney Update

Hear highlights of the new Statutory Durable Power of Attorney statute.

Patricia F. Sitchler, The Law Office of Patricia Flora Sitchler - La Vernia, TX
10:45 am

Break
11:00 am

0.75 hr

Advising Clients Nearing 65

Turning 65 can be a watershed event in our client's lives. They face many decisions about retirement, concerning Medicare, Social Security, and estate planning. Get tips to help you prepare to advise your clients about some of these important decisions.

Pi-Yi Mayo, Mayo & Poland PLLC - Baytown, TX
11:45 am

0.75 hr

After 65: Second Chances for Inheritance and Long-Term Care Planning

Address planning options that become unavailable or difficult after age 65 and some of the valuable options for planning that remain available. Key planning options include planning by parents and other family, as well as the modification of wills and trusts to improve beneficial interests.

Renée C. Lovelace, The Lovelace Law Firm, P.C. - Austin, TX
12:30 pm

Pick Up Lunch

Included in registration.
Thursday Afternoon, Aug. 9, 2018
Presiding Officer:
Wesley E. Wright, Wright Abshire, Attorneys - Bellaire, TX
LUNCHEON PRESENTATION
Thank You to Our Luncheon Sponsor

Evan S. Howell, Professional Engineer, Real Estate and Property Management
12:50 pm

0.75 hr
0.25 hr ethics

Sex and Romance (50 Shades of Silver): Rights, Reservations, and Ethics

Discuss if, when, and how to intervene in the intimate lives of clients.

Mary Alice Jackson, Mary Alice Jackson, P.C. - Austin, TX
1:35 pm

Break
1:50 pm

0.50 hr

View from the HHSC

Hear the Texas Health and Human Services Commission (HHSC) address current issues in long-term care Medicaid eligibility.

Shari L. Nichols, Texas Health and Human Services Commission - Austin, TX
2:20 pm

1.00 hr
0.50 hr ethics
1.00 hr guardianship

Alternatives to Guardianship and Supports and Services

An examination of strategies on how to limit or obviate the need to create a guardianship.

Craig Hopper, Hopper Mikeska, PLLC - Austin, TX
Richard Lavallo, Disability Rights Texas - Austin, TX
Materials By:
Hon. Steve M. King, Tarrant County Probate Court One - Fort Worth, TX
3:20 pm

Break
3:30 pm

0.50 hr
0.50 hr guardianship

Practical Ways for Guardians and Caregivers to Prevent Scams and Exploitation

Hear a review of the most recurring scams targeting the elderly. Discuss legal recourses available for preventing an elderly individual from losing their entire estate to a scam.

Hon. Donald W. Dowd, Cass County Court at Law - Linden, TX
Lori Varnell, Tarrant County Criminal District Attorney's Office - Fort Worth, TX
4:00 pm

0.75 hr

10 Pesky Problems with Real Estate

Identify the ten real estate issues that all estate planners, guardians, and elder law attorneys should be aware of and know how to solve.

Kristen Quinney Porter, Kristen Quinney Porter, LLC - New Braunfels, TX
4:45 pm

1.00 hr

The State of Texas Unclaimed Property Program: Come and Get It.

Highlight facts about the agency program and discuss best practices for probate attorneys to advise their clients about unclaimed property. Gain insights into the duty of executors/administrators to escheat unclaimed probated funds to the State, steps elderly clients should take to avoid property being deemed abandoned and reported to the Comptroller as unclaimed property, and the claims process for individuals both before and after death.

Bryant Clayton, Texas Comptroller of Public Accounts - Austin, TX
David L. Cruz, Texas Comptroller of Public Accounts - Austin, TX
5:45 pm

Adjourn to Reception

Join us for drinks and hors d'oeuvres with program faculty and attendees from 5:45 p.m. to 6:45 p.m.

Thank You to Our Reception Sponsor
Frost Wealth Advisors

Time

Credit

Subject

Speaker
Friday Morning, Aug. 10, 2018
Presiding Officer:
Hon. Gladys B. Burwell, Senior Statutory Probate Judge - Friendswood, TX
7:30 am

Conference Room Opens

Includes continental breakfast.
8:00 am

1.00 hr
0.50 hr ethics
1.00 hr guardianship

Role of the Guardian

Examine the duties and responsibilities of a guardian under Texas law and guardianship administration, from initiation to closing, including the code requirements of selling and leasing property, ethical issues, and more.

Craig Hopper, Hopper Mikeska, PLLC - Austin, TX
9:00 am

1.00 hr
0.50 hr ethics
1.00 hr guardianship

Role of the Ad Litem

An overview of the responsibilities of the attorney ad litem and guardian ad litem in guardianship proceedings with an emphasis on practical application of the statutes, conduct in uncontested and contested proceedings, and pointers on applications for fees. The materials include numerous checklists, comprehensive references, and forms.

Hon. Steve M. King, Tarrant County Probate Court One - Fort Worth, TX
10:00 am

Break
10:15 am

1.00 hr

Heirship Determination

Discuss issues involving heirship determination with or without an administration.

Hon. Guy Herman, Travis County Probate Court #1 - Austin, TX
Materials By:
Hon. Steve M. King, Tarrant County Probate Court One - Fort Worth, TX
11:15 am

0.50 hr
0.50 hr guardianship

The Conundrums: When Guardianship Administration Turns Into Litigation

Make note of litigation matters that can arise relating to the administration and settlement of a guardianship estate including, divorce, child support, turn over, breaches of fiduciary duty, and more.

Sarah Patel Pacheco, Crain, Caton & James, P.C. - Houston, TX
11:45 am

Pick Up Lunch

Included in registration.
Friday Afternoon, Aug. 10, 2018
Presiding Officer:
Marilyn G. Miller, Marilyn G Miller, Attorney at Law - Dripping Springs, TX
LUNCHEON PRESENTATION
Thank You to Our Luncheon Sponsor

Estate Partners, LLC
12:05 pm

1.00 hr
0.25 hr ethics
0.25 hr guardianship

Ask the Experts

Hear a panel of seasoned practitioners respond to your frequently—and sometimes infrequently—asked questions including practice, professional and ethical issues in estate planning, probate, guardianship, and elder law.

Moderator:
H. Clyde Farrell, Farrell, Burdett & Johnson PLLC - Austin, TX
Panelists:
Craig Hopper, Hopper Mikeska, PLLC - Austin, TX
Pi-Yi Mayo, Mayo & Poland PLLC - Baytown, TX
Marilyn G. Miller, Marilyn G Miller, Attorney at Law - Dripping Springs, TX
1:05 pm

Exhibitor Announcements and Break
1:35 pm

1.25 hrs ethics

The State of Ethics

Get an overview of disciplinary proceedings, a review of cases in which the attorney was subject to criminal proceedings, and a review of the trends in malpractice claims.

Randy Drewett, Attorney at Law - Beaumont, TX
James A. Ehler, Office of the Chief Disciplinary Counsel, State Bar of Texas - San Antonio, TX
Wesley E. Wright, Wright Abshire, Attorneys - Bellaire, TX
2:50 pm

1.00 hr
0.25 hr guardianship

Ask the Judges

Hear a panel of seasoned probate judges respond to your frequently—and sometimes infrequently—asked questions regarding guardianships and decedent’s estates on jurisdiction and procedure, including presiding in small counties where there are no county courts at law.

Hon. Gladys B. Burwell, Senior Statutory Probate Judge - Friendswood, TX
Hon. Guy Herman, Travis County Probate Court #1 - Austin, TX
Hon. Steve M. King, Tarrant County Probate Court One - Fort Worth, TX
Hon. Kimberly Ann Willett Sullivan, Probate Judge - Galveston, TX
3:50 pm

Adjourn

Day 1 August 9, 2018
Day 2 August 10, 2018

Download Schedule

Conference Faculty

Katherine C. Akinc

Brink Bennett Flaherty Golden
Austin, TX

Hon. Gladys B. Burwell

Senior Statutory Probate Judge
Friendswood, TX

Bryant Clayton

Texas Comptroller of Public Accounts
Austin, TX

David L. Cruz

Texas Comptroller of Public Accounts
Austin, TX

Hon. Donald W. Dowd

Cass County Court at Law
Linden, TX

Randy Drewett

Attorney at Law
Beaumont, TX

James A. Ehler

Office of the Chief Disciplinary Counsel, State Bar of Texas
San Antonio, TX

H. Clyde Farrell

Farrell, Burdett & Johnson PLLC
Austin, TX

Hon. Guy Herman

Travis County Probate Court #1
Austin, TX

Craig Hopper

Hopper Mikeska, PLLC
Austin, TX

Mary Alice Jackson

Mary Alice Jackson, P.C.
Austin, TX

Hon. Steve M. King

Tarrant County Probate Court One
Fort Worth, TX

Richard Lavallo

Disability Rights Texas
Austin, TX

Renée C. Lovelace

The Lovelace Law Firm, P.C.
Austin, TX

Pi-Yi Mayo

Mayo & Poland PLLC
Baytown, TX

Marilyn G. Miller

Marilyn G Miller, Attorney at Law
Dripping Springs, TX

Shari L. Nichols

Texas Health and Human Services Commission
Austin, TX

Sarah Patel Pacheco

Crain, Caton & James, P.C.
Houston, TX

Kristen Quinney Porter

Kristen Quinney Porter, LLC
New Braunfels, TX

Patricia F. Sitchler

The Law Office of Patricia Flora Sitchler
La Vernia, TX

Hon. Kimberly Ann Willett Sullivan

Probate Judge
Galveston, TX

Lori Varnell

Tarrant County Criminal District Attorney's Office
Fort Worth, TX

Wesley E. Wright

Wright Abshire, Attorneys
Bellaire, TX

Planning Committee

H. Clyde Farrell—Chair

Farrell, Burdett & Johnson PLLC
Austin, TX

Joanna Jefferson—Director

The University of Texas School of Law
Austin, TX

Kelley M. Bentley

The Bentley Law Firm
Houston, TX

Bliss Burdett

Farrell, Burdett & Johnson PLLC
Austin, TX

Randy Drewett

Attorney at Law
Beaumont, TX

Tina R. Green

Capshaw Green, PLLC
Texarkana, TX

Hon. Guy Herman

Travis County Probate Court #1
Austin, TX

Mary Alice Jackson

Mary Alice Jackson, P.C.
Austin, TX

Hon. Steve M. King

Tarrant County Probate Court One
Fort Worth, TX

Christina Lesher

The Law Office of Christina Lesher, PC
Houston, TX

Renée C. Lovelace

The Lovelace Law Firm, P.C.
Austin, TX

Pi-Yi Mayo

Mayo & Poland PLLC
Baytown, TX

Marilyn G. Miller

Marilyn G Miller, Attorney at Law
Dripping Springs, TX

Bryn A. Poland

Mayo & Poland PLLC
Baytown, TX

Elisa Dillard Rainey

Rainey & Rainey, Attorneys at Law LP
Waco, TX

Patricia F. Sitchler

The Law Office of Patricia Flora Sitchler
La Vernia, TX

Nancy Sosa

Cadence Bank
Austin, TX

Wesley E. Wright

Wright Abshire, Attorneys
Bellaire, TX

Credit Info

Galveston

MCLE Credit

Texas – 15.00 hrs | 3.25 hrs Ethics | 4.50 hrs Guardianship
Legal Specialization(s): Estate Planning and Probate Law, Tax Law

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 – 15.00 hrs | 3.25 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.

Louisiana – 15.00 hrs | 2.00 hrs Ethics

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. UT Law CLE will report credit on your behalf to the Supreme Court of Louisiana Continuing Legal Education Committee within 30 days after the conference.

Oklahoma – 18.00 hrs | 4.00 hrs Ethics

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. UT Law CLE will report credit on your behalf to the Oklahoma Bar Association within 30 days after the conference.

Other Credit

Certified Financial Planner (CFP) – 19.00 hrs

This course has been approved for Certified Financial Planner (CFP) credit. UT Law CLE will report your credit for you, but we do require your CFP license number and other information in order to do so. Accreditation Coordinator Laura Tolin will follow up with you to obtain this information within 7 days of the conference.

You can learn more at: http://www.cfp.net/

National Accounting CPE – 18.00 hrs

The University of Texas School of Law is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Delivery Method: Group-Live (UT Law CLE is a provider of NASBA Group-Live credit only, which excludes online offerings. If you need Accounting credit in any state other than Texas, please review the self-reporting guidelines on the NASBA website to confirm your ability to self-report credit from the live webcast.)

To comply with NASBA Standards, attendees claiming CPE credit must sign in to verify attendance for each segment. Attendance sign-in sheets will be available at the registration desk. You will need your CPA license number to sign in. A CPE Certificate of Completion will be provided at the conclusion of the conference.

Reporting: CPAs are responsible for reporting CPE credits earned to their state's accountancy board, and must retain appropriate documentation of their participation in learning activities. Visit your state’s reporting website for more information or www.nasba.org.

TX Accounting CPE – 18.00 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 Laura Tolin, ltolin@law.utexas.edu, if you have additional questions.

TX Guardianship Certification Board (GCB) – 15.50 hrs | 3.25 hrs Ethics

This program has been approved for Guardianship credit by the JBCC. UT Law CLE has posted the course number for self-reporting, but attendees who select this credit type should also expect an email from staff with instructions and the course number.

Learn more about self-reporting to JBCC:
https://www.txcourts.gov/jbcc/guardianship-programs/

Key Dates

Galveston – Aug 9-10, 2018 – Moody Gardens

Conference Concluded

Buy

Galveston

Individual
Last day for $575.00 Regular pricing: Aug 1, 2018

$625.00 for registrations received after this time

Group (5 registrants minimum)
Last day for $518.00 Regular pricing: Aug 1, 2018

$568.00 for registrations received after this time

Group (10 registrants minimum)
Last day for $460.00 Regular pricing: Aug 1, 2018

$510.00 for registrations received after this time

Last day for cancellation (full refund): Aug 3, 2018

$50 processing fee applied after this date

Last day for cancellation: Aug 6, 2018

Venue

Moody Gardens

Seven Hope Boulevard
Galveston, TX
888.388.8484 (reservations)

Accommodations

$199 room rate through July 15, 2018 (subject to availability).

Parking Information

Complimentary self-parking

Our Sponsors

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

Cadence Bank, Trust & Wealth Services

Cadence Bank is a $9.5 billion regional bank headquartered in Houston, Texas with over 65 locations in Alabama, Florida, Mississippi, Tennessee and Texas with full service personal and court trust, employee benefit, escrow and asset management operations. Backed by 129 years of financial expertise, we currently have more than $2 Billion in trust and investment assets under management and have been providing a full line of trust services to our clients for the past 50 years.
cadencebank.com
Frost Wealth Advisors

Frost has a team of professionals who work together towards a common goal—to help you achieve financial security. Today, the Frost Wealth Advisors are responsible for more than $38 billion in assets of individuals, families, businesses and non-profit institutions. You can count on us for investment management, trust administration, estate and financial planning, real estate, oil and gas management, retirement plan management, tax planning and wealth management. Frost has built a legacy of involvement with the communities it serves, especially with the organizations that provide for the betterment of the community. In fact, we have a dedicated group of specialists in our Public Finance Division who understand the specialized financing, treasury, investment and insurance needs of Texas governmental and non-profit institutions including educational, religious and healthcare organizations.
frostbank.com
Estate Partners, LLC

For 30+ years, Estate Partners has specialized in providing professional customized life insurance, estate/wealth transfer solutions and executive benefits for complex challenges inherent to successful individuals, families and businesses. Additionally, Estate Partners assists individuals with their Long Term Care needs and Medicaid Compliant annuities. Estate Partners works closely with client’s advisors in the design and implementation of the client’s estate plans. What differentiates Estate Partners from the competition is the fact that every client receives an annual audit of their plan, along with detailed instructions of any action required by the client or trustees. All third party advisors involved receive the results of the audit. Michael O’Donnel, President of Estate Partners, LLC, is a nationally recognized leader and speaker in his industry. He recognized for being able to communicate complex ideas in a language clients can understand.
estatepartnersllc.com
Evan S. Howell, Professional Engineer, Real Estate and Property Management

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
American National Bank of Texas

At American National Bank of Texas, our values have served us well since 1875. Doing the right thing for our customers is at the core of everything we do. 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 hands-on approach to trust administration is especially well suited to meeting the needs of our Special Needs Trust beneficiaries and their families. Our bank is 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
Keever & Wiesenthal

Keever & Wiesenthal focuses on real estate, probate and estate planning preparation. We are unique in our ability to reconcile real estate issues within the context of a probate hearing or in the course of estate planning preparation. Partner Pam Keever is the Fee Attorney in our office for American Title Company of Houston. Therefore, we can address your probate, estate planning and real estate transactions with an eye towards realizing the benefit of your family’s largest asset.

Texas is a very unique state in terms of real estate law. Texas attorneys with probate and real estate knowledge can help you address issues, which might cause a legal delay in putting real property into the hands of your loved ones. Keever & Wiesenthal’s priority is to ensure that your family will not have to spend needless time and money to untangle your assets. keeverlaw.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.
medicaidannuity.com
Moody Bank Wealth Management and Trust

Moody National Bank Wealth Management & Trust Division has been serving the trust and wealth management needs of clients in Texas for almost 90 years. It is among the oldest trust departments in the state receiving its charter in 1927 and also one of the largest operating only in Texas. Today, it is responsible for approximately 31 billion in assets of individuals, families, businesses and non-profit institutions.

We are qualified to serve your trust and estate administration fiduciary needs and fulfill your needs for customized estate and financial planning, investment management and trust services. Whether you are creating, maintaining or transitioning your wealth, our professionals will work with you and your advisors to create and administer the financial plan to accomplish your goal.

Our Wealth Management and Trust Division offices are located in Austin, Galveston and Houston.
moodybank.com
Texas Lawyers' Insurance Exchange

Superior Legal Malpractice Insurance and Service
Founded in 1979, Texas Lawyers’ Insurance Exchange is owned and operated by Texas lawyers for Texas lawyers, and provides superior legal malpractice insurance and risk management services to thousands of Texas lawyers and judges. TLIE is committed to serving as a continuous source of professional liability insurance for Texas lawyers in good times and bad.

TLIE is honored to have been selected by the State Bar of Texas as its exclusive preferred provider of legal malpractice insurance in Texas. As a member-owned company, TLIE has returned over $51.3 million to its member insureds through superior underwriting and claim practices over the past 21 years.

Probate Bonds & More
Through its in-house agency, TLIE also offers competitive rates and superior service on probate bonds and other civil court bonds through its partner, The Bar Plan Surety Company (www.texas.onlinecourtbonds.com). Cyber security coverage, business owner’s policy, worker’s compensation and commercial auto insurance are also available.
tlie.org

20th Annual

Estate Planning, Guardianship and Elder Law Conference

Galveston Aug 9-10, 2018 Moody Gardens Conference Concluded

Buy

Related products: eConference Materials

Overview

Event Schedule

Thursday Morning, Aug. 9, 2018

Thursday Afternoon, Aug. 9, 2018

Friday Morning, Aug. 10, 2018

Friday Afternoon, Aug. 10, 2018

Conference Faculty

Katherine C. Akinc

Hon. Gladys B. Burwell

Bryant Clayton

David L. Cruz

Hon. Donald W. Dowd

Randy Drewett

James A. Ehler

H. Clyde Farrell

Hon. Guy Herman

Craig Hopper

Mary Alice Jackson

Hon. Steve M. King

Richard Lavallo

Renée C. Lovelace

Pi-Yi Mayo

Marilyn G. Miller

Shari L. Nichols

Sarah Patel Pacheco

Kristen Quinney Porter

Patricia F. Sitchler

Hon. Kimberly Ann Willett Sullivan

Lori Varnell

Wesley E. Wright

Planning Committee

H. Clyde Farrell—Chair

Joanna Jefferson—Director

Kelley M. Bentley

Bliss Burdett

Randy Drewett

Tina R. Green

Hon. Guy Herman

Mary Alice Jackson

Hon. Steve M. King

Christina Lesher

Renée C. Lovelace

Pi-Yi Mayo

Marilyn G. Miller

Bryn A. Poland

Elisa Dillard Rainey

Patricia F. Sitchler

Nancy Sosa

Wesley E. Wright

Credit Info

MCLE Credit

Other Credit

Key Dates

Venue

Moody Gardens

Accommodations

Parking Information

Our Sponsors

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20^th Annual

Galveston Aug 9-10, 2018 Moody Gardens
Conference Concluded