eConference
2024 Estate Planning, Guardianship and Elder Law eConference
Contains material from Sep 2024
2024 Estate Planning, Guardianship and Elder Law eConference
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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.
2024 Highlights:
- Medicaid Update and other Hot Topics discusses Medicaid advocacy strategies that are “hot,” either because they are new or because they are underutilized but work well.
- Hear updates on changes in defending against MERP claims and discuss continuing sticky situations.
- Test your knowledge of ethics rules in estate planning and probate in Ethics Jeopardy.
- Estate Planning Best Practices provides practical advice on how to avoid contests and other litigation related to estate planning drafting.
- Explore guardianship essentials, key issues, and alternatives—for up to 4.25 hours of Guardianship credit – including The Rules of Evidence in Guardianship Proceedings, Alternatives to Guardianship including Support Services, Mental Commitments vs. Guardianships, and Fee Petitions in Guardianship Cases.
- End each day with a moderated discussion of the day's topics by a panel of experts on Can We Talk? Parts 1 and 2 .
Includes: Video Audio Paper Slides
- Total Credit Hours:
- 14.50 | 3.25 ethics | 4.25 guardianship
- Credit Info
- TX, CA, PA
- Specialization: Estate Planning and Probate Law | Tax Law
- TX MCLE credit expires: 9/30/2025
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1.
Case Law Update (Sep 2024)
Elisa Dillard Rainey
0.50
0.00
0.00
0.50
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Session 1
—30 mins
0.50
Case Law Update (Sep 2024)
A review of recent cases affecting the practice of estate planning, guardianship, and elder law in Texas and around the country.
Originally presented: Aug 2024 Estate Planning, Guardianship and Elder Law Conference
Elisa Dillard Rainey,
Rainey & Rainey, Attorneys at Law LP - Waco, TX
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2.
A House Divided: The Rights and Duties of Homesteaders, Life Tenants, Remaindermen, and Co-Tenants (Sep 2024)
Gus G. Tamborello
0.50
0.00
0.00
0.50
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Session 2
—31 mins
0.50
A House Divided: The Rights and Duties of Homesteaders, Life Tenants, Remaindermen, and Co-Tenants (Sep 2024)
Discuss the often complex relationship between the surviving spouse who chooses to exercise her homestead right, or who inherits a life estate in separate property, and the remaindermen who are standing by to receive the property. Learn the various rights and obligations of those who exercise a homestead right, possess a life estate, or own a remainder interest in property.
Originally presented: Aug 2024 Estate Planning, Guardianship and Elder Law Conference
Gus G. Tamborello,
Gus G. Tamborello, P.C. - Houston, TX
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3.
Medicaid Update and Other Hot Topics (Sep 2024)
H. Clyde Farrell, Marilyn G. Miller
0.75
0.00
0.00
0.75
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Session 3
—41 mins
0.75
Medicaid Update and Other Hot Topics (Sep 2024)
This presentation identifies and explains recent changes in Medicaid law and policy. Discuss Medicaid advocacy strategies that are “hot,” either because they are new or because they are underutilized but work really well.
Originally presented: Aug 2024 Estate Planning, Guardianship and Elder Law Conference
H. Clyde Farrell,
Farrell & Johnson PLLC - Austin, TX
Marilyn G. Miller,
Marilyn G. Miller, Attorney at Law - Dripping Springs, TX
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4.
Partition of Real Property Under Texas Law: A Primer (Sep 2024)
Sanford L. Dow
0.50
0.00
0.00
0.50
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Session 4
—30 mins
0.50
Partition of Real Property Under Texas Law: A Primer (Sep 2024)
An overview of the litigation process of a claim for partition of real estate, including issues which arise under the Uniform Partition of Heirs’ Property Act.
Originally presented: Aug 2024 Estate Planning, Guardianship and Elder Law Conference
Sanford L. Dow,
Dow Golub Remels & Gilbreath, PLLC - Houston, TX
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5.
Planning for Clients Who Might Have a Taxable Estate (Sep 2024)
Jeff Chadwick
0.75
0.00
0.00
0.75
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Session 5
—44 mins
0.75
Planning for Clients Who Might Have a Taxable Estate (Sep 2024)
As advisors, if we knew when clients would pass away, who would survive them, the assets included in their taxable estates, and what the tax laws would be at the time of their deaths, we could all design perfect estate plans. Of course we are forced to do the best we can with what we have, including a scheduled 50% reduction to the transfer tax exemption amounts in 2026. This presentation focuses on estate planning and gifting strategies for clients who may or may not have a taxable estate, offering practical examples designed to empower advisors to enhance client relationships.
Originally presented: Aug 2024 Estate Planning, Guardianship and Elder Law Conference
Jeff Chadwick,
Winstead PC - The Woodlands, TX
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6.
Business Entities in Estate Planning: Asset Protection, Anonymity, and the Corporate Transparency Act (Sep 2024)
John K. Ross IV
0.50
0.00
0.00
0.50
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Session 6
—31 mins
0.50
Business Entities in Estate Planning: Asset Protection, Anonymity, and the Corporate Transparency Act (Sep 2024)
An overview of the leading issues related to asset protection and anonymity in business entity structures. Focus on the primary areas of concern when choosing the type of entity, jurisdiction for formation and ownership structure when the goals are asset protection and anonymity and the impact of the Corporate Transparency Act on these choices.
Originally presented: Aug 2024 Estate Planning, Guardianship and Elder Law Conference
John K. Ross IV,
Ross & Shoalmire PLLC - Texarkana, TX
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7.
Alternatives to Guardianship including Supports and Services (Sep 2024)
Hon. Jason Cox
1.00
0.50
1.00
1.00 | 0.50 ethics | 1.00 guardianship
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Session 7
—56 mins
1.00 | 0.50 ethics | 1.00 guardianship
Alternatives to Guardianship including Supports and Services (Sep 2024)
A discussion of practical considerations in determining whether lesser restrictive alternatives and supports and services are available and feasible in guardianship proceedings.
Originally presented: Aug 2024 Estate Planning, Guardianship and Elder Law Conference
Hon. Jason Cox,
Harris County Probate Court 3 - Houston, TX
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8.
Medicaid Planning or Medicaid Avoidance? (Sep 2024)
H. Clyde Farrell
0.75
0.25
0.00
0.75 | 0.25 ethics
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Session 8
—50 mins
0.75 | 0.25 ethics
Medicaid Planning or Medicaid Avoidance? (Sep 2024)
Sometimes we can help a relatively wealthy person qualify for Medicaid long-term care. This presentation explores how to help the client determine whether or not they are able to pay privately; and if so, whether they would be better served by doing so or by qualifying for Medicaid.
Originally presented: Aug 2024 Estate Planning, Guardianship and Elder Law Conference
H. Clyde Farrell,
Farrell & Johnson PLLC - Austin, TX
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9.
MERP Defense (Sep 2024)
Jennifer L. Coulter
0.50
0.00
0.00
0.50
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Session 9
—30 mins
0.50
MERP Defense (Sep 2024)
This presentation provides updates on changes in defending against MERP claims and discussion of continuing sticky situations and traps. Discuss where HMS and we disagree and the problems of timelines, statutes of limitations, and the need for legislative change.
Originally presented: Aug 2024 Estate Planning, Guardianship and Elder Law Conference
Jennifer L. Coulter,
Townsend Allala, Coulter & Kludt, PLLC - El Paso, TX
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10.
When All Else Fails...Avoiding the Dreaded Certified Mail Return Receipt Requested! What Exactly Does a Qualified Delivery Method Mean for Probate and Guardianship? (Sep 2024)
Joy Eckelkamp, Victor Santana
0.50
0.25
0.25
0.50 | 0.25 ethics | 0.25 guardianship
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Session 10
—25 mins
0.50 | 0.25 ethics | 0.25 guardianship
When All Else Fails...Avoiding the Dreaded Certified Mail Return Receipt Requested! What Exactly Does a Qualified Delivery Method Mean for Probate and Guardianship? (Sep 2024)
Certified mail has become increasingly unreliable. Discuss recent changes to the Estates Code regarding alternative service options in probate and guardianship cases.
Originally presented: Aug 2024 Estate Planning, Guardianship and Elder Law Conference
Joy Eckelkamp,
Rapp and Krock, PC - Houston, TX
Victor Santana,
Rapp & Krock PC - Houston, TX
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11.
Execution of Documents (Sep 2024)
Rhonda S. Jolley
0.50
0.00
0.00
0.50
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Slides
(pdf)
6 pgs
Session 11
—30 mins
0.50
Execution of Documents (Sep 2024)
It is said that more documents fail due to improper execution rather than improper drafting. Proper effective execution rules are not difficult, but they can be draconian. Mistakes can be fatal (to the document), especially when one person is signing in a capacity for another.
Originally presented: Aug 2024 Estate Planning, Guardianship and Elder Law Conference
Rhonda S. Jolley,
Branscomb Law, PLLC - Hondo, TX
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12.
Can We Talk? Pt. I (Sep 2024)
Wesley E. Wright, Jeff Chadwick, Jennifer L. Coulter, Sanford L. Dow, Marilyn G. Miller, John K. Ross IV
0.75
0.25
0.00
0.75 | 0.25 ethics
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Session 12
—49 mins
0.75 | 0.25 ethics
Can We Talk? Pt. I (Sep 2024)
A moderated discussion of the day's topics with various presenters and the audience. Please submit your questions in advance to ConferenceQA@utcle.org.
Originally presented: Aug 2024 Estate Planning, Guardianship and Elder Law Conference
Wesley E. Wright,
Wright Abshire, Attorneys P.C. - Bellaire, TX
Jeff Chadwick,
Winstead PC - The Woodlands, TX
Jennifer L. Coulter,
Townsend Allala, Coulter & Kludt, PLLC - El Paso, TX
Sanford L. Dow,
Dow Golub Remels & Gilbreath, PLLC - Houston, TX
Marilyn G. Miller,
Marilyn G. Miller, Attorney at Law - Dripping Springs, TX
John K. Ross IV,
Ross & Shoalmire PLLC - Texarkana, TX
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13.
The Rules of Evidence in Guardianship Proceedings (Sep 2024)
Paul Albert Romano
0.50
0.25
0.50
0.50 | 0.25 ethics | 0.50 guardianship
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Session 13
—32 mins
0.50 | 0.25 ethics | 0.50 guardianship
The Rules of Evidence in Guardianship Proceedings (Sep 2024)
This presentation is designed to be a practical guide to the Texas Rules of Evidence that are most applicable in Guardianship Proceedings.
Originally presented: Aug 2024 Estate Planning, Guardianship and Elder Law Conference
Paul Albert Romano,
Romano & Sumner, PLLC - Sugar Land, TX
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14.
Settlements of Guardianship Disputes (Sep 2024)
Sarah Patel Pacheco
0.75
0.25
0.75
0.75 | 0.25 ethics | 0.75 guardianship
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Session 14
—44 mins
0.75 | 0.25 ethics | 0.75 guardianship
Settlements of Guardianship Disputes (Sep 2024)
Discussion of practical and technical considerations when settling guardianship disputes and related litigation, including necessary parties, potential settlement structure to avoid a guardianship, authority and limitations on a proposed guardian, and options to bind the proposed ward and proposed ward’s estate. The discussion also includes ways to enforce guardianship settlement agreements.
Originally presented: Aug 2024 Estate Planning, Guardianship and Elder Law Conference
Sarah Patel Pacheco,
Jackson Walker LLP - Houston, TX
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15.
Characterization of Marital Property (Sep 2024)
Haran Levy
0.75
0.00
0.00
0.75
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Session 15
—43 mins
0.75
Characterization of Marital Property (Sep 2024)
Learn about the various estates in a Texas marriage (i.e. separate estate and community estate), tracing and characterization of assets, and calculation of reimbursement claims. Hear about the intersection of probate and characterization and discuss the impact of various estate planning transactions and mechanisms on the characterization of assets.
Originally presented: Aug 2024 Estate Planning, Guardianship and Elder Law Conference
Haran Levy,
BDO USA, P.C. - Houston, TX
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16.
Proper Preparation of Form 706 (Sep 2024)
Katherine J. Dickinson
0.50
0.00
0.00
0.50
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Session 16
—30 mins
0.50
Proper Preparation of Form 706 (Sep 2024)
Practical advice for preparing and filing the United States Estate (and Generation-Skipping Transfer) Tax Return, including considerations and tips when filing for portability purposes.
Originally presented: Aug 2024 Estate Planning, Guardianship and Elder Law Conference
Katherine J. Dickinson,
Locke Lord LLP - Houston, TX
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17.
Trust Protectors (Sep 2024)
Glenn M. Karisch
0.75
0.00
0.00
0.75
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Session 17
—41 mins
0.75
Trust Protectors (Sep 2024)
Using trust protectors to make changes to trusts, including advantages, disadvantages and potential liability.
Originally presented: Aug 2024 Estate Planning, Guardianship and Elder Law Conference
Glenn M. Karisch,
Karisch Jonas Law, PLLC - Austin, TX
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18.
Ethics Jeopardy (Sep 2024)
Hon. Jerry Simoneaux
0.75
0.75
0.00
0.75 | 0.75 ethics
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Session 18
—53 mins
0.75 | 0.75 ethics
Ethics Jeopardy (Sep 2024)
Ethics Jeopardy is a game show themed presentation in which audience members can compete against each other using the Kahoot app, or by logging on to www.Kahoot.it. Trophies will be awarded to 1st, 2nd, and 3rd place contestants.
Originally presented: Aug 2024 Estate Planning, Guardianship and Elder Law Conference
Hon. Jerry Simoneaux,
Harris County Probate Court 1 - Houston, TX
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19.
Estate Planning Best Practices (Sep 2024)
Jessica Newill
0.50
0.00
0.00
0.50
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Session 19
—30 mins
0.50
Estate Planning Best Practices (Sep 2024)
Practical advice on how to avoid contests and other litigation related to estate planning drafting.
Originally presented: Aug 2024 Estate Planning, Guardianship and Elder Law Conference
Jessica Newill,
Gardener Law Firm - San Antonio, TX
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20.
Fee Petitions in Guardianship Cases (Sep 2024)
John B. Henry III
0.50
0.25
0.50
0.50 | 0.25 ethics | 0.50 guardianship
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Session 20
—29 mins
0.50 | 0.25 ethics | 0.50 guardianship
Fee Petitions in Guardianship Cases (Sep 2024)
This presentation explores the results of a statewide survey from courts handling probate and guardianship cases. The survey aims to collect information on fee standards, fee petition preferences, local rules, and other relevant questions regarding fee assessments and payments.
Originally presented: Aug 2024 Estate Planning, Guardianship and Elder Law Conference
John B. Henry III,
Law Office of John B. Henry, III, PLLC - Bellaire, TX
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21.
Medicaid Planning in Guardianships (Sep 2024)
Theresa A. Clarke, Jennifer Zenero
0.50
0.25
0.50
0.50 | 0.25 ethics | 0.50 guardianship
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Session 21
—32 mins
0.50 | 0.25 ethics | 0.50 guardianship
Medicaid Planning in Guardianships (Sep 2024)
A discussion of how government benefits planning for single and married individuals can be accomplished in the context of Guardianships and Community Administrations.
Originally presented: Aug 2024 Estate Planning, Guardianship and Elder Law Conference
Theresa A. Clarke,
Wright Abshire, Attorneys - Bellaire, TX
Jennifer Zenero,
Wright Abshire - Bellaire, TX
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22.
Mental Commitments vs. Guardianships (Sep 2024)
Hon. Guy Herman, Darlene Smith
0.75
0.00
0.75
0.75 | 0.75 guardianship
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Session 22
—47 mins
0.75 | 0.75 guardianship
Mental Commitments vs. Guardianships (Sep 2024)
Discuss finding the correct path to protection.
Originally presented: Aug 2024 Estate Planning, Guardianship and Elder Law Conference
Hon. Guy Herman,
Travis County Probate Court #1 - Austin, TX
Darlene Smith,
Crain, Caton & James, P.C. - Houston, TX
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23.
Let’s Keep Talking! Pt. II (Sep 2024)
Wesley E. Wright, Theresa A. Clarke, John B. Henry III, Glenn M. Karisch, Jessica Newill, Sarah Patel Pacheco, Paul Albert Romano
0.75
0.25
0.00
0.75 | 0.25 ethics
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Session 23
—43 mins
0.75 | 0.25 ethics
Let’s Keep Talking! Pt. II (Sep 2024)
A moderated discussion of the day's topics with various presenters and the audience. Please submit your questions in advance to ConferenceQA@utcle.org.
Originally presented: Aug 2024 Estate Planning, Guardianship and Elder Law Conference
Wesley E. Wright,
Wright Abshire, Attorneys P.C. - Bellaire, TX
Theresa A. Clarke,
Wright Abshire, Attorneys - Bellaire, TX
John B. Henry III,
Law Office of John B. Henry, III, PLLC - Bellaire, TX
Glenn M. Karisch,
Karisch Jonas Law, PLLC - Austin, TX
Jessica Newill,
Gardener Law Firm - San Antonio, TX
Sarah Patel Pacheco,
Jackson Walker LLP - Houston, TX
Paul Albert Romano,
Romano & Sumner, PLLC - Sugar Land, TX