2017

Texas NAELA Summer Conference

Galveston Aug 2, 2017 Moody Gardens
Conference Concluded

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Related products: Materials

EVENT SPONSORS
American National Bank of Texas
Bank of Texas
Cadence Bank
Center for Optimal Brain Health
C&S Healthcare Services, Inc./C&S Care Management, Inc.
Evan S. Howell, Professional Engineer, Real Estate and Property Management
Frost Wealth Advisors
Jackson B Horn & Company, P.C.
Keever & Wiesenthal
Ostrom Morris PLLC
Rosen & Spears
Wunderlich Securities, Inc.

EXHIBITORS
Adaptive Driving Access
Aging Life Care Association
ElderCounsel
Elder Law Trio Press
Evergreen Private Care
InterActive Legal
Krause Financial Services
National Care Advisors
Secured Futures
TLC Office Systems

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 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.

Event Schedule

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

Time

Credit

Subject

Speaker
Wednesday Afternoon, Aug. 2, 2017
Presiding Officer:
Bliss Burdett Pak, Farrell & Pak PLLC - Austin, TX
11:00 am

Registration Opens
12:00 pm

Meet the Board: New Members' Lunch

New to TX NAELA? Meet current members at this informal luncheon mixer.

Thank You to Our Lunch Sponsor
Wunderlich Securities, Inc.
1:00 pm

Board Meeting
2:00 pm

0.75 hr

Unauthorized Practice of Law: How Clients are Being Harmed

Non-attorneys are attempting to assist individuals with qualifying for Medicaid benefits to the detriment of those individuals. This area of the law is highly specialized and complicated and includes tax considerations, fiduciary liability, and other issues. Explore these issues and discuss what can be done to prevent harm to our clients.

This session was originally scheduled on Wednesday, August 2nd at 4:30 p.m.

Mary Alice Jackson, Mary Alice Jackson, P.C. - Austin, TX
Howard S. Krooks, Elder Law Associates PA - Boca Raton, FL
Marian S. Rosen, Rosen & Spears - Houston, TX
Nathan D. Ziegler, Nathan Ziegler & Associates - Lubbock, TX
2:45 pm

0.75 hr

Family Fusion: Estate Planning Beyond the Nuclear Unit

Discuss the approaches an estate planning attorney might employ when working with a blended family, and the various planning techniques that may be utilized.

Kristi N. Elsom, Fizer Beck - Houston, TX
Materials By:
Jovana Popovich, Fizer Beck - Houston, TX
3:30 pm

Break
3:45 pm

0.75 hr

Preventing and Recovering from Elder Financial Fraud

A detailed analysis of the types of predators and the methods they use to victimize isolated individuals including elderly and intellectually disabled individuals.

Hon. Claudia Lee Laird, Montgomery County Court at Law #2 - Conroe, TX
Darlene Payne Smith, Crain Caton & James - Houston, TX
4:30 pm

0.75 hr

Dealing with Difficult Behavior

Working with a population with mental health challenges and dealing with difficult behaviors puts any service provider, be they attorney, trust officer, or support staff at risk of dealing with a potentially dangerous situation. Learn how to maintain your safety and the safety of your clients. Identify potential risks, prevent future crisis events, handle immediate danger, and re-establish a working relationship with your client after the behavioral episode.

This session was originally scheduled on Wednesday, August 2nd at 2:00 p.m.

Robert Pierce, The Law Office of Christina Lesher, PC - Houston, TX
Wednesday Evening, Aug. 2, 2017
Presiding Officer:
Bliss Burdett Pak, Farrell & Pak PLLC - Austin, TX
5:15 pm

Break

Join your colleagues for drinks before the Annual Meeting begins.
5:30 pm

Annual Meeting and Election of Officers
Wednesday Evening Dinner — Add Non-Registrant Guest
Wednesday Evening Dinner (included in registration)
6:00 pm

Texas NAELA Dinner

Thank You to Our Dinner Sponsor
Cadence Bank
6:15 pm

1.00 hr

The Tension Between Legal Documents and Medical Practice

Get a view of today’s potential collision course between medical and legal practice. Understand how attorneys can keep their clients’ documents on track and aligned.

Debbie Pearson, Nurses Case Management & Age Your Way - Austin, TX
7:15 pm

Break
7:30 pm

1.00 hr

The Future of Elder Law and Estate Planning: Policy and Technology

Hear a panel of distinguished lawyers discuss how policy and technology changes will impact the future of Elder Law and Estate Planning. Specific topics will include the effect of potential Medicaid block grants, the role of technology within the practice, and more!

Moderator:
Mary Alice Jackson, Mary Alice Jackson, P.C. - Austin, TX
Panelists:
H. Clyde Farrell, Farrell & Pak PLLC - Austin, TX
Pi-Yi Mayo, Law Office of Pi-Yi Mayo - Baytown, TX
R. Hal Moorman, Moorman Tate Haley Upchurch & Yates, LLP - Brenham, TX
Patricia F. Sitchler, The Law Office of Patricia Flora Sitchler - La Vernia, TX
8:30 pm

Adjourn

Download Schedule

Conference Faculty

Kristi N. Elsom

Fizer Beck
Houston, TX

H. Clyde Farrell

Farrell & Pak PLLC
Austin, TX

Mary Alice Jackson

Mary Alice Jackson, P.C.
Austin, TX

Howard S. Krooks

Elder Law Associates PA
Boca Raton, FL

Hon. Claudia Lee Laird

Montgomery County Court at Law #2
Conroe, TX

Pi-Yi Mayo

Law Office of Pi-Yi Mayo
Baytown, TX

R. Hal Moorman

Moorman Tate Haley Upchurch & Yates, LLP
Brenham, TX

Debbie Pearson

Nurses Case Management & Age Your Way
Austin, TX

Robert Pierce

The Law Office of Christina Lesher, PC
Houston, TX

Jovana Popovich

Fizer Beck
Houston, TX

Marian S. Rosen

Rosen & Spears
Houston, TX

Patricia F. Sitchler

The Law Office of Patricia Flora Sitchler
La Vernia, TX

Darlene Payne Smith

Crain Caton & James
Houston, TX

Nathan D. Ziegler

Nathan Ziegler & Associates
Lubbock, TX

Planning Committee

Bliss Burdett Pak—Chair

Farrell & Pak PLLC
Austin, TX

Mary Alice Jackson

Mary Alice Jackson, P.C.
Austin, TX

R. Hal Moorman

Moorman Tate Haley Upchurch & Yates, LLP
Brenham, TX

S. Clinton Nix

Bradbury & Nix
Abilene, TX

Elisa Dillard Rainey

Rainey & Rainey, Attorneys at Law LP
Waco, TX

Wesley E. Wright

Wright Abshire, Attorneys
Bellaire, TX

Nathan D. Ziegler

Nathan Ziegler & Associates
Lubbock, TX

Credit Info

Galveston

MCLE Credit

Texas – 5.00 hrs

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 2, 2017 – Moody Gardens

Conference Concluded

Buy

Galveston

Individual
Last day for $195.00 Regular pricing: Jul 26, 2017

$220.00 for registrations received after this time

Last day for cancellation (full refund): Jul 28, 2017

$50 processing fee applied after this date

Last day for cancellation: Jul 31, 2017

Venue

Moody Gardens

Seven Hope Boulevard
Galveston, TX
888.388.8484 (reservations)

Accommodations

The room block has been exhausted and Moody Gardens is currently sold out. Follow this link to see all nearby hotels and availability.

Parking Information

Complimentary self-parking

Our Sponsors

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

Cadence Bank

Cadence Bank’s Trust Services Division, formerly Encore Trust, has been serving the trust and wealth management needs of clients in Texas for more than 50 years, and today manages approximately $1.5 billion in assets. Whether building, managing or transitioning your assets, our talented trust professionals can help you at every stage. Averaging 20 years’ experience each, our administrative team can advise you on investment services, estate and trust development and administration, and fiduciary services, both knowledgeably and efficiently. Personal service is the hallmark of every relationship we develop, and we remain steadfast on helping you achieve your financial goals. Cadence Trust has two locations in Houston, as well as full-service offices in Austin and Dallas.
cadencebank.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
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 $28 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.
www.frostbank.com/Pages/default.aspx
Center for Optimal Brain Health

Center for Optimal Brain Health

The Center for Optimal Brain Health is a multi-disciplinary private practice led by Holly Carlson Zhao, Ph.D., a licensed Psychologist with neuropsychological and forensic experience in outpatient, inpatient and legal settings. In addition to offering patients full neuropsychological evaluations that address all forms of dementia, traumatic brain injury, ADHD and other neurocognitive disorders, the Center offers independent forensic services addressing civil and criminal law matters.
Dr. Carlson Zhao completed specialized training in forensic psychology with the Texas Department of Aging and Disability Services. She regularly conducts independent assessments related to competency, capacity and guardianship for older adults. In addition to conducting an evaluation or review and/or providing expert witness testimony, Dr. Carlson Zhao is available for private consultation.
Ostrom Morris PLLC

Ostrom Morris PLLC is a Houston-based law firm serving individuals and businesses throughout Texas in probate, commercial and fiduciary litigation, bankruptcy, and mass torts-related probate and bankruptcy issues.

Our attorneys offer individualized legal representation designed to meet each client’s unique circumstances and needs. We work closely with you to make sure you understand every aspect of your legal situation and what your options are and dedicate the necessary time and attention throughout all phases of your situation to see that your needs are fully met. www.texas-probate-attorney.net/
Rosen & Spears

Rosen & Spears is a civil litigation firm that provides representation for people who have been injured as a result of nursing home neglect and elder abuse, medical malpractice and all types of catastrophic injuries. rosenspearslaw.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.bankoftexas.com/en/Wealth-Management/index.page
C&S Healthcare Services, Inc.

C & S Healthcare Services has been successfully providing care to our clients and support to families by “standing in the gap” with and for them as they face health challenges.

Cindy Hartman and her R.N. Directors manage a well-trained staff of caregivers who are, thoughtfully, matched appropriately with each client. By routinely providing the expected quality in home care and healthcare services, our clients are most often able to live at their highest level of independence possible in their own familiar, comfortable environment.

C&S Care Management provides guidance and answers that reduce stress and give support to families in decision-making times of need for elderly or health-compromised loved ones. We rely on the key components of compassion, education, clarity, safety and collaboration to design a personalized complete care plan, maximizing benefits to client and family. Our professional staff acts as liaisons, advocates, resources and friends.

In both C&S Healthcare and in C&S Care Management, we are passionate about individualized service and mutually satisfying relationships with each life we touch. cscaremanagement.com/
Jackson B Horn & Company, P.C.

Jackson B Horn & Company, P.C.

www.jbhandco.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
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
Wunderlich Securities, Inc.

Wunderlich Securities, Inc.

www.wunderlichonline.com/

2017

Texas NAELA Summer Conference

Galveston Aug 2, 2017 Moody Gardens Conference Concluded

Buy

Related products: Materials

Overview

Event Schedule

Wednesday Afternoon, Aug. 2, 2017

Wednesday Evening, Aug. 2, 2017

Conference Faculty

Kristi N. Elsom

H. Clyde Farrell

Mary Alice Jackson

Howard S. Krooks

Hon. Claudia Lee Laird

Pi-Yi Mayo

R. Hal Moorman

Debbie Pearson

Robert Pierce

Jovana Popovich

Marian S. Rosen

Patricia F. Sitchler

Darlene Payne Smith

Nathan D. Ziegler

Planning Committee

Bliss Burdett Pak—Chair

Mary Alice Jackson

R. Hal Moorman

S. Clinton Nix

Elisa Dillard Rainey

Wesley E. Wright

Nathan D. Ziegler

Credit Info

MCLE Credit

Key Dates

Venue

Moody Gardens

Accommodations

Parking Information

Our Sponsors

Center for Optimal Brain Health

Jackson B Horn & Company, P.C.

Wunderlich Securities, Inc.

Stay in the loop with UT Law CLE

Galveston Aug 2, 2017 Moody Gardens
Conference Concluded