2018

Texas NAELA Summer Conference

Galveston Aug 8, 2018 Moody Gardens
Conference Concluded

Related products: Materials

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
Holland & Knight LLP / Keever & Wiesenthal

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 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.

Event Schedule

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

Time

Credit

Subject

Speaker
Wednesday Afternoon, Aug. 8, 2018
Presiding Officer:
Elisa Dillard Rainey, Rainey & Rainey, Attorneys at Law LP - Waco, TX
10:30 am

Registration Opens
11:00 am

Board Meeting
12:00 pm

Meet the Board: Wednesday's New Members' Lunch

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

Thank You to Our Lunch Sponsor
Moody Bank Wealth Management and Trust
1:15 pm

0.75 hr

Advising on Medicare, Social Security and Other Issues (Which We Should Know but for Which We Don’t Get Paid)

When does SSI stop and social security retirement begin? What’s a “spell of illness” and how does it affect Medicaid nursing home coverage? Is everyone who turns 65 eligible for Medicare? Stay tuned for answers to these and other questions that gild the lily of the Elder Law Attorney’s expertise.

Mary Alice Jackson, Mary Alice Jackson, P.C. - Austin, TX
2:00 pm

0.75 hr

Show Me The Money: Expanding The SPRA and the MMMNA For The CS With Higher Needs

Review the circumstances under which a Spousal Protected Resource Allowance (SPRA) can be expanded and the best practices for ensuring correct analysis and proper submission of expanded SPRA cases. Also discuss the various uses of the Minimum Monthly Maintenance Needs Allowance (MMMNA) in couple cases.

Jennifer L. Coulter, Stephanie Townsend Allala, PLLC - El Paso, TX
2:45 pm

Break

Sponsored by Texas Lawyers' Insurance Exchange
3:00 pm

0.75 hr

Evaluating Clients for Medical Necessity for Nursing Home Care and Preparing Clients for a Star+Plus Waiver Assessment

Advocating for clients to establish medical necessity for Medicaid services in the nursing home or in the community.

Christina Lesher, The Law Office of Christina Lesher, PC - Houston, TX
Robert Pierce, The Law Office of Christina Lesher, PC - Houston, TX
3:45 pm

0.50 hr

Changes to Health Care Planning

Review changes to the Advance Directives Act, including the addition of new Subchapter E, discuss the Designation of Aftercare Caregiver, and hear suggestions for making Medical Powers of Attorney more useful to our clients.

Paul Premack, CELA, The Premack Law Office - San Antonio, TX
4:15 pm

0.75 hr

Employment Issues for Clients

An exploration of employment topics relevant to clients and their families in employing in-home caregivers, including employee versus independent contractor status, workers compensation issues, tax reporting and liability.

Joseph G. Galagaza, Jackson Lewis P.C. - Houston, TX
Wednesday Evening, Aug. 8, 2018
5:00 pm

Break

Join your colleagues for drinks before the Annual Meeting begins.
5:15 pm

Annual Meeting and Election of Officers
Wednesday Evening Dinner (included in registration)
Wednesday Evening Dinner Additional Non-Registrant Guest $75
5:45 pm

Texas NAELA Dinner

Thank You to Our Dinner Sponsor Cadence Bank
6:00 pm

Member Recognition
6:15 pm

1.00 hr

Technology Updates and Trends

Cyber Security and the protection of your data has become the biggest threat most companies face today. The estimated average cost of a breach in 2017 was $3.5 million. No company is immune to a breach, but you can be prepared to limit the damage with the proper prevention, detection and response processes in place.

Craig McMichael, ScoNet, Inc. - Houston, TX
Scott West, Pathfinder LL&D Insurance Group - Houston, TX
7:15 pm

0.75 hr ethics

"Signing" Without Signing: What Estate Planners Should Know About the Federal E-Sign Act and the Texas Uniform Electronic Transactions Act

Keith Morris, Ostrom Morris, PLLC - Houston, TX
Co-Author:
William D. Pargaman, Saunders Norval Pargaman & Atkins, LLP - Austin, TX
8:00 pm

Adjourn

Download Schedule

Conference Faculty

Jennifer L. Coulter

Stephanie Townsend Allala, PLLC
El Paso, TX

Joseph G. Galagaza

Jackson Lewis P.C.
Houston, TX

Mary Alice Jackson

Mary Alice Jackson, P.C.
Austin, TX

Christina Lesher

The Law Office of Christina Lesher, PC
Houston, TX

Craig McMichael

ScoNet, Inc.
Houston, TX

Keith Morris

Ostrom Morris, PLLC
Houston, TX

William D. Pargaman

Saunders Norval Pargaman & Atkins, LLP
Austin, TX

Robert Pierce

The Law Office of Christina Lesher, PC
Houston, TX

Paul Premack, CELA

The Premack Law Office
San Antonio, TX

Scott West

Pathfinder LL&D Insurance Group
Houston, TX

Planning Committee

Elisa Dillard Rainey—Chair

Rainey & Rainey, Attorneys at Law LP
Waco, TX

Bliss Burdett

Farrell, Burdett & Johnson PLLC
Austin, TX

Andrea M. Gray

Fargason, Booth, St. Clair, Richards & Wilkins, LLP
Lubbock, TX

Mary Alice Jackson

Mary Alice Jackson, P.C.
Austin, TX

John R. McNair

Underwood Perkins, P.C.
Dallas, TX

R. Hal Moorman

Moorman Tate Haley Upchurch & Yates, LLP
Brenham, TX

S. Clinton Nix

Bradbury & Nix
Abilene, TX

Bryn A. Poland

Mayo & Poland PLLC
Baytown, TX

Paul Premack, CELA

The Premack Law Office
San Antonio, TX

Wesley E. Wright

Wright Abshire, Attorneys
Bellaire, TX

Nathan D. Ziegler

Nathan Ziegler & Associates
Lubbock, TX

Credit Info

Galveston

MCLE Credit

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.

California – 5.25 hrs | 0.75 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.

Key Dates

Galveston – Aug 8, 2018 – Moody Gardens

Conference Concluded

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.
www.frostbank.com/pages/personal-investments.aspx
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
Holland & Knight LLP

Holland & Knight LLP

www.hklaw.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. www.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.
www.medicaidannuity.com/
Moody Bank

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.
www.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.
www.tlie.org/

2018

Texas NAELA Summer Conference

Galveston Aug 8, 2018 Moody Gardens Conference Concluded

Related products: Materials

Overview

Event Schedule

Wednesday Afternoon, Aug. 8, 2018

Wednesday Evening, Aug. 8, 2018

Conference Faculty

Jennifer L. Coulter

Joseph G. Galagaza

Mary Alice Jackson

Christina Lesher

Craig McMichael

Keith Morris

William D. Pargaman

Robert Pierce

Paul Premack, CELA

Scott West

Planning Committee

Elisa Dillard Rainey—Chair

Bliss Burdett

Andrea M. Gray

Mary Alice Jackson

John R. McNair

R. Hal Moorman

S. Clinton Nix

Bryn A. Poland

Paul Premack, CELA

Wesley E. Wright

Nathan D. Ziegler

Credit Info

MCLE Credit

Key Dates

Venue

Moody Gardens

Accommodations

Parking Information

Our Sponsors

Holland & Knight LLP

Stay in the loop with UT Law CLE

Galveston Aug 8, 2018 Moody Gardens
Conference Concluded