2022

Texas NAELA Summer Conference

Galveston Aug 3, 2022 Moody Gardens
Conference Concluded

Live Webcast Aug 3, 2022
Conference Concluded

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 Moody Gardens in Galveston on Wednesday, August 3rd. In addition to the annual meeting and award presentations, the conference presents topics and issues regarding various aspects in the area of Elder Law. Highlights include:

Medical Necessity presents tips and tricks to evaluate clients for medical necessity.
MERP: Post-Death Practical tips provides a practical guide for handling Medicaid Estate Recovery Program claims after the death of Medicaid recipient.
How to Craft the “Perfect” Power of Attorney: The Never-ending Search examines the pitfalls of powers of attorney and the possible solutions for various family and financial needs.

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’ 24th Annual Estate Planning, Guardianship and Elder Law Conference on August 4-5, 2022. TX NAELA Members with a paid 2022 Estate Planning, Guardianship and Elder Law Conference registration can attend the 2022 NAELA Summer Conference for free!

Event Schedule

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

Time

Credit

Subject

Speaker
Wednesday Morning, Aug. 3, 2022
Presiding Officer:
John R. McNair, J. McNair Dallas Law P.C. - Dallas, TX
10:30 am
Galveston Only

Registration Opens
11:00 am
Galveston Only

Board Meeting
12:00 pm
Galveston Only

Meet the Board: Wednesday's New Members' Lunch

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

Thank You to Our Luncheon Sponsor
Wednesday Afternoon, Aug. 3, 2022
Presiding Officer:
John R. McNair, J. McNair Dallas Law P.C. - Dallas, TX
1:05 pm

Welcoming Remarks

Commentator:
John R. McNair, J. McNair Dallas Law P.C. - Dallas, TX

Commentator:
John R. McNair, J. McNair Dallas Law P.C. - Dallas, TX
1:15 pm

0.75 hr

Medical Necessity

Tips and tricks to evaluate clients for medical necessity including issue spotting, formal third-party assessments, and the appeals process.

Meredith Ann Sullivan, Farrell & Johnson PLLC - Austin, TX
Catherine Vergara, CareFor - Austin, TX

Meredith Ann Sullivan, Farrell & Johnson PLLC - Austin, TX
Catherine Vergara, CareFor - Austin, TX
2:00 pm

0.75 hr

How to Craft the “Perfect” Power of Attorney: The Never-ending Search

This presentation provides a practical guide to the pitfalls of powers of attorney and the possible solutions for various family and financial needs. Also review the best practices in ancillary documents when planning for incapacity.

Jessica Kludt, Townsend Allala, Coulter & Kludt, PLLC - El Paso, TX
Marilyn G. Miller, Marilyn G. Miller, Attorney at Law - Dripping Springs, TX
Materials By:
Christopher Towns Hodge, Langley & Banack - San Antonio, TX

Jessica Kludt, Townsend Allala, Coulter & Kludt, PLLC - El Paso, TX
Marilyn G. Miller, Marilyn G. Miller, Attorney at Law - Dripping Springs, TX
Materials By:
Christopher Towns Hodge, Langley & Banack - San Antonio, TX
2:45 pm

0.75 hr

MERP: Post-Death Practical Tips

Hear practical tips for handling Medicaid Estate Recovery Program claims after the death of a Medicaid recipient, including useful contacts, choice of probate proceedings, and unresolved issues.

Jennifer L. Coulter, Townsend Allala, Coulter & Kludt, PLLC - El Paso, TX

Jennifer L. Coulter, Townsend Allala, Coulter & Kludt, PLLC - El Paso, TX
3:30 pm

15-Minute Break
3:45 pm

0.50 hr ethics

Care Managers and Attorneys: Great Bedfellows and Ethical Issues

Elder Law attorneys and care managers work together to solve client problems. Explore where to locate a care manager, how they can assist the elder law attorney in day-to-day practice, and what ethical issues may arise in working with a care manager.

Christina Lesher, The Law Office of Christina Lesher, PC - Houston, TX
Robert Pierce, The Law Office of Christina Lesher, PC - Houston, TX

Christina Lesher, The Law Office of Christina Lesher, PC - Houston, TX
Robert Pierce, The Law Office of Christina Lesher, PC - Houston, TX
4:15 pm

0.75 hr

Child Support and Public Benefits

Review special needs considerations and planning tools that must be addressed in family law matters. Hear a discussion on specific language for provisions in both the family law orders and special needs trusts to maintain eligibility for government benefits while obtaining indefinite child support for the adult child with disabilities.

Michele Kosoy Goldberg, Attorney at Law - Bellaire, TX
Materials By:
Keith D. Maples, Noelke Maples St. Leger Bryant, LLP - Austin, TX

Michele Kosoy Goldberg, Attorney at Law - Bellaire, TX
Materials By:
Keith D. Maples, Noelke Maples St. Leger Bryant, LLP - Austin, TX
5:00 pm

Adjourn to Business Meeting and Election of Officers

Webcast attendees please refer to your email for the Zoom link and meeting information.
Wednesday Evening, Aug. 3, 2022
5:30 pm
Galveston Only

Pick Up Dinner

Thank You to Our Dinner Sponsor
5:50 pm
Galveston Only

Wednesday Dinner Additional Non-Registrant Guest $75
5:50 pm
Galveston Only

Wednesday Evening Dinner (Included in Registration)

Download Schedule

Conference Faculty

Jennifer L. Coulter

Townsend Allala, Coulter & Kludt, PLLC
El Paso, TX

Michele Kosoy Goldberg

Attorney at Law
Bellaire, TX

Christopher Towns Hodge

Langley & Banack
San Antonio, TX

Jessica Kludt

Townsend Allala, Coulter & Kludt, PLLC
El Paso, TX

Christina Lesher

The Law Office of Christina Lesher, PC
Houston, TX

Keith D. Maples

Noelke Maples St. Leger Bryant, LLP
Austin, TX

John R. McNair

J. McNair Dallas Law P.C.
Dallas, TX

Marilyn G. Miller

Marilyn G. Miller, Attorney at Law
Dripping Springs, TX

Robert Pierce

The Law Office of Christina Lesher, PC
Houston, TX

Meredith Ann Sullivan

Farrell & Johnson PLLC
Austin, TX

Catherine Vergara

CareFor
Austin, TX

Planning Committee

Joy M. Eckelkamp—Co-Chair

Rapp and Krock, PC
Houston, TX

Bryn A. Poland—Co-Chair

Mayo & Poland PLLC
Baytown, TX

Jennifer L. Coulter

Townsend Allala, Coulter & Kludt, PLLC
El Paso, TX

Julie Ann Ezell-Perez

Ezell & Ezell, PLLC
Harlingen, TX

Benecia Flores

Petrosewicz Law Firm, P.C.
Richmond, TX

Cathy Kim Fowlkes

Fowlkes Law Firm, PC
Abilene, TX

Jessica Kludt

Townsend Allala, Coulter & Kludt, PLLC
El Paso, TX

Lori A. Leu

Leu & Peirce, PLLC
Plano, TX

John R. McNair

J. McNair Dallas Law P.C.
Dallas, TX

MCLE Credit

Texas – 3.50 hrs | 0.50 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 – 3.50 hrs | 0.50 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.

Other States – 3.50 hrs | 0.50 hrs Ethics

Note on Self-Reporting Your Credits in Another State

If you wish to satisfy MCLE or other professional education requirements in another state for a program offered by the University of Texas School of Law, please check with the state bar or other licensing authority in that state to ensure it will qualify for self-reporting your credits.

You must claim and certify your credit online in Your Briefcase, you will then be provided a Certificate of Attendance for your records and to provided to other licensing authorities as needed.

MCLE credit is presented based on a 60-minute credit hour.

MCLE Credit

Texas – 3.50 hrs | 0.50 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 Completion will be emailed to you upon claiming credit. 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 – 3.50 hrs | 0.50 hrs Ethics

To claim California MCLE credit, California credit option must be selected PRIOR to viewing the live webcast. This accreditation requires attendance verification. UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. Verification pop-ups will NOT display when the webcast video player is in "full screen" mode. Furthermore, the notification sound effect alerting pop-ups, will NOT play on mobile devices. We recommend viewing from a computer, as opposed to a mobile device, should MCLE credit, other than Texas, be needed. The response record is detailed on the Certificate of Completion.
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.

MCLE credit is presented based on a 60-minute credit hour.

Other States – 3.50 hrs | 0.50 hrs Ethics

Note on Self-Reporting Your Credits in Another State

To claim Other States MCLE credit, Other States credit option must be selected PRIOR to viewing the live webcast. You must claim and certify your credit online in Your Briefcase, you will then be provided a Certificate of Attendance for your records and to provide to other licensing authorities as needed.

This accreditation requires attendance verification. UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. The response record is detailed on the Certificate of Completion.

MCLE credit is presented based on a 60-minute credit hour.

Key Dates

Galveston – Aug 3, 2022 – Moody Gardens

Conference Concluded

Live Webcast – Aug 3, 2022

Conference Concluded

Buy

Galveston
Live Webcast

Individual
$225.00

Group (5 registrants minimum)
$205.00

Group (10 registrants minimum)
$180.00

Cancellation Policy
Last day for full refund cancellation: Jul 29, 2022
$50 processing fee applied after this date
Last day for cancellation: Aug 1, 2022

Venue

Moody Gardens

Seven Hope Boulevard
Galveston, TX
888.388.8484 (reservations)

Accommodations

$212 room rate good through July 16, 2022 (subject to availability). Please contact the hotel directly at 888-388-8484 and reference the UT Law CLE Elder Law Conference.

Our Sponsors

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

Cadence Bank Trust & Asset Management

Cadence Bank Trust & Asset Management
cadencebank.com

At Cadence, we believe that a customized wealth strategy plays a critical role in helping clients achieve a fulfilling life and lasting legacy. Averaging 20 years of experience each, our administrative advisors listen first to better understand our client’s definition of success, their goals and unique family dynamics. Whether it is planning for retirement, establishing a court-created or special needs trust, developing a customized investment strategy or transferring wealth to the next generation, Cadence’s innovative wealth management solutions can help clients overcome roadblocks and build a path to financial success. Cadence Trust & Asset Management has full-service office locations in Houston, Austin and Dallas.
American National Bank & Trust

American National Bank & Trust
www.amnat.com/trust/

American National Bank & Trust strives to provide a comprehensive range of wealth management services to achieve your goals of financial security and success. Only by listening carefully to our clients’ dreams, concerns, and unique needs can we develop the appropriate solutions to help achieve each clients’ financial and estate planning goals.

Our trust officers have on average more than 23 years of experience and multiple certifications allowing them to deliver the top level of service to our current clients and their future generations. We have expertise in trusts, estate administration, guardianships, 1301 and 142 trusts, special needs trusts, investments, retirement planning, and other individualized wealth management services.

With trust and wealth management offices across the state of Texas and our corporate headquarters in Wichita Falls, Texas, we are able to provide local experts to help your clients with all of their planning needs.
You can find more information about American National Bank & Trust at www.amnat.com.
Austin Trust Company

Austin Trust Company
www.austintrust.com/

Austin Trust Company was the first private trust company to be chartered by the Texas Department of Banking, receiving charter number T-001 in 1987. We remain the only locally owned and controlled institution that offers a full range of fiduciary services. Whether you have a straightforward trust, a copious, detailed estate or are establishing a Special Needs Trust to help a loved one living with a disability maintain their eligibility for benefit programs, we are here for you. To find out more about how we strive to go Beyond Money Management, please visit us at austintrust.com.
Frost Wealth Advisors

Frost Wealth Advisors
www.frostbank.com/personal/investments

Cullen/Frost Bankers, Inc. (NYSE: CFR) is a financial holding company, headquartered in San Antonio, with $50.9 billion in assets at December 31, 2021. One of the 50 largest U.S. banks, Frost provides a wide range of banking, investments and insurance services to businesses and individuals across Texas in the Austin, Corpus Christi, Dallas, Fort Worth, Houston, Permian Basin, Rio Grande Valley and San Antonio regions. Founded in 1868, Frost has helped clients with their financial needs during three centuries. Additional information is available at frostbank.com.
American National Bank of Texas - Trust Dept.

American National Bank of Texas - Trust Dept.
www.anbtx.com

At American National Bank of Texas, our values have served us well since 1875. Doing the right thing for our customers and employees is at the core of everything we do. In 1926 we expanded to include Trust Services, to meet the changing needs of our clients. 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 approach to trust administration is especially well suited to Special Needs Trust beneficiaries and their families. We are 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!
Bank of Texas

Bank of Texas
www.bokfinancial.com/

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.
CareFor

CareFor
Evan S. Howell, Professional Engineer, Real Estate and Property Management

Evan S. Howell, Professional Engineer, Real Estate and Property Management
evanhowell.com/

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.
Keever Law PLLC/American Title Company of Houston

Keever Law PLLC/American Title Company of Houston
www.keeverlaw.com/

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.
Legacy Enhancement Trust

Legacy Enhancement Trust
www.legacyenhancement.org/

Legacy Enhancement is a national non-profit corporation established to assist individuals who are disabled or have special needs. The goal of our special needs trust is to protect you and your loved ones’ current and future assets by managing funds for supplemental needs and enriching your overall quality of life. Your trust fund will be professionally managed and invested to provide long-lasting security and support. We strive to retain any public entitlements you or your loved one are owed, and work to assist with the needs not covered by benefits or insurance. Legacy Enhancement can assist you with every aspect involved in trust administration; including establishment of the trust, funds disbursement and bill pay, nurse care management, benefits coordination, and much more.

Texas NAELA Summer Conference

Overview

Event Schedule

Wednesday Morning, Aug. 3, 2022

Wednesday Afternoon, Aug. 3, 2022

Wednesday Evening, Aug. 3, 2022

Conference Faculty

Planning Committee

Credit Info

MCLE Credit

MCLE Credit

Key Dates

Venue

Moody Gardens

Accommodations

Our Sponsors

Cadence Bank Trust & Asset Management

American National Bank & Trust

Austin Trust Company

Frost Wealth Advisors

American National Bank of Texas - Trust Dept.

Bank of Texas

CareFor

Evan S. Howell, Professional Engineer, Real Estate and Property Management

Keever Law PLLC/American Title Company of Houston

Legacy Enhancement Trust

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