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Conference is open to TX NAELA Members ONLY.

If you are not a member of NAELA and would like to become one, please visit texasnaela.com for more information.
 
Come early and also attend The University of Texas’ 18th Annual Estate Planning, Guardianship and Elder Law Conference on August 11-12. 
 
TX NAELA Members SAVE BIG when you jointly register for both programs – and get the special Member Rate of $295 for the UT Law Conference when you jointly register for both conferences by August 3rd. 
Conference art
Artwork Details

2016

Texas NAELA Summer Conference

Galveston Aug 12*, 13, 2016 Moody Gardens
*TX NAELA Opening Dinner
Conference Concluded
Related products: Materials
UNDERWRITER
Distinctive Life Cremations & Funerals

EVENT SPONSORS
American National Bank of Texas
Cadence Bank
Evan S. Howell, Professional Engineer, Real Estate and Property Management
Frost Wealth Advisors
Ostrom Morris PLLC
Rosen & Spears
Sarah Patel Pacheco | Crain, Caton & James, P.C.
Secured Futures, Inc.

WiFi SPONSOR
Cumberland Trust and Investment Company

SPEAKERS SPONSORS
Bank of Texas
Happy State Bank and Trust Co.
InterActive Legal

EXHIBITORS
Adaptive Driving Access
Elder Law Trio Press
​ElderCounsel
Keever & Wiesenthal

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 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.

Event Schedule

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

  • Day 1 August 12, 2016
  • Day 2 August 13, 2016
  • Time
    Credit
    Subject
    Speaker
  • Friday Afternoon, Aug. 12, 2016
  • 5:00 pm
    Board of Directors Meeting

  • 6:00 pm
    Networking Reception

  • Friday Evening, Aug. 12, 2016
  • 6:15 pm
    Friday Evening Opening Dinner, Awards and Presentations  
    Thank You to Our Dinner Sponsor
    Cadence Trust

  • 7:15 pm
    1.00 hr
    Texas State Veterans Homes: Nursing Home Options for our Texas Veterans
    Learn more about benefit options available to Texas veterans, including eligibility for residing in the Veterans nursing home and possible additional VA benefits a Veteran may be entitled to.  

    John Berkely, Deputy Director, Texas State Veteran's Home Division - Austin, TX
    Kathy Johanns, Program Administrator, Texas State Veteran's Home Division - Austin, TX

  • 8:15 pm
    Adjourn

  • Time
    Credit
    Subject
    Speaker
  • Saturday Morning, Aug. 13, 2016
  • 7:00 am
    Conference Room Opens

  • 7:15 am
    Pick Up Breakfast
    Included in registration.

    Sponsored by Ostrom Morris PLLC  AND  ​Sarah Patel Pacheco | Crain, Caton & James, P.C.

  • 7:30 am
    1.00 hr
    0.50 hr ethics
    Breakfast with Unlawful Practice of Law Protect Our Clients’ Rights and Interest

    Mary Alice Jackson, Mary Alice Jackson, P.C. - Austin, TX

  • 8:30 am
    0.75 hr
    Navigating the Medicaid Home Care Maze
    Your guide to the changing and confusing terminology, benefits and eligibility requirements of the Medicaid HCBS Waiver programs for home and Assisted Living Facility care and the non-waiver home care programs.

    H. Clyde Farrell, Farrell & Pak PLLC - Austin, TX

  • 9:15 am
    Break

  • 9:30 am
    0.75 hr
    Ancillary Probate and what Texas lawyers need to know about Arkansas
    Texas lawyers already know to refer clients to a Louisiana lawyer about Louisiana probate and law. But what about our other border states Learn about ancillary probate and other legal issues in Arkansas, New Mexico, and Oklahoma. 

    Lisa Shoalmire, Ross & Shoalmire, LLP - Texarkana, TX

  • 10:15 am
    0.75 hr
    Ancillary Probate and what Texas lawyers need to know about Oklahoma
    Texas lawyers already know to refer clients to a Louisiana lawyer about Louisiana probate and law. But what about our other border states Learn about ancillary probate and other legal issues in Arkansas, New Mexico, and Oklahoma. 

    Lee Holmes, Holmes, Holmes & Neisent P.L.L.C. - Oklahoma City, OK

  • 11:00 am
    Annual Meeting and Elections

  • 11:30 am
    1.00 hr
    0.25 hr ethics
    Panel Discussion: Ask the Experts and Other Current Hot Topics
    Hear more “hot” issues that Texas Elder Law attorneys are dealing with regarding estate planning, powers of attorneys, guardianships, Medicaid and VA planning, as well as strategies to aid clients.

  • 12:30 pm
    Adjourn

  • Day 1 August 12, 2016
  • Day 2 August 13, 2016
Download Schedule

Conference Faculty

John Berkely

Deputy Director, Texas State Veteran's Home Division
Austin, TX

H. Clyde Farrell

Farrell & Pak PLLC
Austin, TX

Lee Holmes

Holmes, Holmes & Neisent P.L.L.C.
Oklahoma City, OK

Mary Alice Jackson

Mary Alice Jackson, P.C.
Austin, TX

Kathy Johanns

Program Administrator, Texas State Veteran's Home Division
Austin, TX

Lisa Shoalmire

Ross & Shoalmire, LLP
Texarkana, TX

Planning Committee

S. Clinton Nix—Director

Bradbury & Nix
Abilene, TX

Janice Marie Simmons Pickett

Law Office of Janice M. Pickett
Houston, TX

Credit Info

  • Galveston
MCLE Credit
Toggle view Texas – 5.25 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 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.

Key Dates

Galveston – Aug 12*, 13, 2016 – Moody Gardens
*TX NAELA Opening Dinner
Conference Concluded
  • Galveston
Individual - TX NAELA Summer Conference ONLY
Last day for $150.00 Regular pricing: Aug 3, 2016

$175.00 for registrations received after this time

Individual - TX NAELA Summer Conference; PLUS 2-day UT Law Estate Planning and Elder Law Conference
Last day for $445.00 Regular pricing: Aug 3, 2016

$520.00 for registrations received after this time

Last day for cancellation (full refund): Aug 5, 2016

$50 processing fee applied after this date

Last day for cancellation: Aug 8, 2016

Venue

speaker

Moody Gardens

Seven Hope Boulevard
Galveston, TX
888.388.8484 (reservations)

Accommodations

$189 room rate good through July 18, 2016 (subject to availability).

Parking Information

Complimentary self-parking

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