eConference
2025 Estate Planning, Guardianship and Elder Law eConference
Contains material from Sep 2025
2025 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. Whether attending in person or via webcast, participants will benefit from a comprehensive program that addresses key issues and offers valuable insights from experienced professionals.
Highlights and Learning Outcomes:
Highlights and Learning Outcomes:
- Gain insights into recent changes in Medicaid law and policy, effective advocacy strategies, and the enrollment process for Medicare Parts A, B, C, and D.
- Learn how to recognize potential incapacity in clients, explore lesser restrictive alternatives to guardianship, and understand the practical applications of these alternatives.
- Discover strategies for handling special assets in estate planning and administration, including minerals, business interests, crypto, cattle, and promissory notes, as well as planning for ranch owners.
- Examine the ethical and practical uses of AI in law practice, understand the implications of licensed legal paraprofessionals, and explore the ethical considerations in estate planning.
Includes: Video Audio Paper Slides
- Total Credit Hours:
- 15.00 | 3.00 ethics | 4.00 guardianship
- Credit Info
- TX, CA, OK, PA
- Specialization: Estate Planning and Probate Law | Tax Law
- TX MCLE credit expires: 8/31/2026
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Preview Sessions
Credit
1.
How Do We Practice Law? (Sep 2025)
Dianne Reis
0.75
0.25
0.00
0.75 | 0.25 ethics
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Session 1 —38 mins 0.75 | 0.25 ethics
How Do We Practice Law? (Sep 2025)
Have you ever wondered how other attorneys handle the practical aspects of managing clients and cases? Do other attorneys store original documents for clients? Are will-reading ceremonies a thing? This presentation discusses survey results from Texas attorneys in this practice area.
Originally presented: Jul 2025 Estate Planning, Guardianship and Elder Law Conference
Dianne Reis,
Attorney at Law - Plano, TX
2.
Case Law Update (Sep 2025)
Elisa Dillard Rainey
0.50
0.00
0.00
0.50
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Session 2 —37 mins 0.50
Case Law Update (Sep 2025)
A review of recent cases affecting the practice of estate planning, guardianship, and elder law in Texas and around the country.
Originally presented: Jul 2025 Estate Planning, Guardianship and Elder Law Conference
Elisa Dillard Rainey,
Rainey & Rainey, PLLC - Waco, TX
3.
TRS Beneficiary Designations: Simple Rules, Big Consequences (Sep 2025)
Lindsey James-West
0.50
0.00
0.00
0.50
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Session 3 —27 mins 0.50
TRS Beneficiary Designations: Simple Rules, Big Consequences (Sep 2025)
From outdated forms to unintended heirs, TRS beneficiary designations can create surprising pitfalls for your clients. This session covers the essential rules, common mistakes, and smart planning strategies to ensure TRS benefits align with your clients’ estate plans.
Originally presented: Jul 2025 Estate Planning, Guardianship and Elder Law Conference
Lindsey James-West,
LKJ Financial - Houston, TX
4.
Medicaid Update (Sep 2025)
H. Clyde Farrell, Marilyn G. Miller
0.75
0.00
0.00
0.75
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Session 4 —47 mins 0.75
Medicaid Update (Sep 2025)
Identify and explain 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 well.
Originally presented: Jul 2025 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
5.
Handling Special Assets in Planning and Administration (Sep 2025)
Adrianne Graves
0.50
0.00
0.00
0.50
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Session 5 —32 mins 0.50
Handling Special Assets in Planning and Administration (Sep 2025)
Explore how to plan for and administer special assets, including minerals, business interests, crypto, cattle, and promissory notes.
Originally presented: Jul 2025 Estate Planning, Guardianship and Elder Law Conference
Adrianne Graves,
Graves Law PLLC - Houston, TX
6.
Recognizing Potential Incapacity of a Client (Sep 2025)
Jessica L.D. Guobadia, Dr. Christopher Merkl
1.00
0.25
0.50
1.00 | 0.25 ethics | 0.50 guardianship
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Session 6 —61 mins 1.00 | 0.25 ethics | 0.50 guardianship
Recognizing Potential Incapacity of a Client (Sep 2025)
Discuss how to recognize potential incapacity in clients and the limitations any such incapacity causes. The discussion includes identifying the varying levels of capacity, steps that can be taken to identify capacity, and the types of incapacity a person may suffer from.
Originally presented: Jul 2025 Estate Planning, Guardianship and Elder Law Conference
Jessica L.D. Guobadia,
Crain Caton & James - Houston, TX
Dr. Christopher Merkl,
Houston, TX
7.
Lesser Restrictive Alternatives / Supports and Services to Guardianship: A Guide for a Practical Practice (Sep 2025)
Hon. Amy Rigby Parsons, Andrea Lee Uresti Barr, Tara Zinn
1.00
0.50
1.00
1.00 | 0.50 ethics | 1.00 guardianship
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Session 7 —59 mins 1.00 | 0.50 ethics | 1.00 guardianship
Lesser Restrictive Alternatives / Supports and Services to Guardianship: A Guide for a Practical Practice (Sep 2025)
Discuss lesser alternatives to guardianships including power of attorneys, representative payees, care managers, and 1301 management trusts, and other creative alternatives when dealing with legal issues or assets in other jurisdictions.
Originally presented: Jul 2025 Estate Planning, Guardianship and Elder Law Conference
Hon. Amy Rigby Parsons,
Harris County Probate Court #3 - Houston, TX
Andrea Lee Uresti Barr,
Barr Law, PLLC - Sugar Land, TX
Tara Zinn,
Harris County Probate Court #3 - Houston, TX
8.
When and How to Enroll in Medicare Parts A, B, C, D (Sep 2025)
Pi-Yi Mayo
0.75
0.00
0.00
0.75
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Session 8 —46 mins 0.75
When and How to Enroll in Medicare Parts A, B, C, D (Sep 2025)
This presentation covers when beneficiaries should enroll in Medicare, the differences between Parts A, B, C, and D, and the process and deadlines for enrolling in each.
Originally presented: Jul 2025 Estate Planning, Guardianship and Elder Law Conference
Pi-Yi Mayo,
Mayo & Poland PLLC - Baytown, TX
9.
Estate Planning for Ranch Owners (Sep 2025)
Tanya E. Feinleib
0.50
0.00
0.00
0.50
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Session 9 —31 mins 0.50
Estate Planning for Ranch Owners (Sep 2025)
Does your ranch-owning client plan to liquidate it or keep it in the family for generations to come? Learn practical planning strategies to address multi-generational ownership, liability protection needs, and desired tax treatment of the family ranch.
Originally presented: Jul 2025 Estate Planning, Guardianship and Elder Law Conference
Tanya E. Feinleib,
Langley and Banack, Inc. - San Antonio, TX
10.
Pitfalls and Problems with Licensed Legal Paraprofessionals (Sep 2025)
Ruth-Ann Toups
0.50
0.25
0.00
0.50 | 0.25 ethics
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Session 10 —26 mins 0.50 | 0.25 ethics
Pitfalls and Problems with Licensed Legal Paraprofessionals (Sep 2025)
A discussion of the current status of the Texas Supreme Court’s proposed rules regarding Licensed Legal Paraprofessionals, the issues presented by LLPs, and some alternative solutions.
Originally presented: Jul 2025 Estate Planning, Guardianship and Elder Law Conference
Ruth-Ann Toups,
The Toups Law Firm - Spring, TX
11.
Ethics and Practical Uses of AI in Your Law Practice (Sep 2025)
Greg Lambert
0.75
0.75
0.00
0.75 | 0.75 ethics
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Session 11 —50 mins 0.75 | 0.75 ethics
Ethics and Practical Uses of AI in Your Law Practice (Sep 2025)
This presentation explores the ethical and practical uses of AI in estate planning, guardianship, and elder law, offering guidance on current AI tools and leveraging AI while upholding professional responsibilities. It examines AI's potential to automate tasks, improve efficiency, and enhance client service while addressing ethical considerations and relevant ABA rules, including billing for AI-related services.
Originally presented: Jul 2025 Estate Planning, Guardianship and Elder Law Conference
Greg Lambert,
Jackson Walker LLP - Houston, TX
12.
Medicaid Asset Protection Trusts (Sep 2025)
Lisa Shoalmire
0.75
0.00
0.00
0.75
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Session 12 —45 mins 0.75
Medicaid Asset Protection Trusts (Sep 2025)
Learn how Medicaid Asset Protection Trusts can be strategically utilized to help your clients qualify for long-term care benefits while preserving assets and avoiding trust-busting traps.
Originally presented: Jul 2025 Estate Planning, Guardianship and Elder Law Conference
Lisa Shoalmire,
Ross & Shoalmire PLLC - Texarkana, TX
13.
A Toolkit for Contested Guardianships (Sep 2025)
Christopher C. Burt
0.75
0.00
0.75
0.75 | 0.75 guardianship
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Session 13 —44 mins 0.75 | 0.75 guardianship
A Toolkit for Contested Guardianships (Sep 2025)
This session provides you with guidance, forms, and strategy considerations to help you be successful in your next contested guardianship case.
Originally presented: Jul 2025 Estate Planning, Guardianship and Elder Law Conference
Christopher C. Burt,
BoyarMiller - Houston, TX
14.
Ask an HHSC Representative (Sep 2025)
Leslea Tate Pickle
0.50
0.00
0.00
0.50
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Session 14 —32 mins 0.50
Ask an HHSC Representative (Sep 2025)
Gain insight on a variety of topics including the processing of client applications, utilizing the 211-call system, setting up an online account on yourtexasbenefits.com and the loading of large attachments.
Originally presented: Jul 2025 Estate Planning, Guardianship and Elder Law Conference
Leslea Tate Pickle,
Texas Health and Human Services Commission - Austin, TX
15.
The Four-Step Process for Sale of Property (Sep 2025)
Thad Barreneche, Pam Keever, Kathleen Schultz Wiesenthal
0.75
0.00
0.50
0.75 | 0.50 guardianship
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Session 15 —46 mins 0.75 | 0.50 guardianship
The Four-Step Process for Sale of Property (Sep 2025)
Whether Guardianship, Dependent Administration or Sale of a Ward’s (Minor’s) property without Guardianship, there are legislative requirements and title underwriter requirements in relation to the documents that have to be filed with the courts to obtain permission to sell real property owned. Discuss applications, time limitations, verified accountings, reasons for selling and Deeding requirements.
Originally presented: Jul 2025 Estate Planning, Guardianship and Elder Law Conference
Thad Barreneche,
Title Resources Guaranty - Dallas, TX
Pam Keever,
Keever & Wiesenthal and American Title Company of Houston - Houston, TX
Kathleen Schultz Wiesenthal,
Keever & Wiesenthal - Houston, TX
16.
Working with Adult Protective Services (Sep 2025)
Terry W. Hammond, Laura Palmquist
0.50
0.00
0.25
0.50 | 0.25 guardianship
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Session 16 —30 mins 0.50 | 0.25 guardianship
Working with Adult Protective Services (Sep 2025)
Elder Law, Guardianship and Estate Planning attorneys frequently encounter family members who are either alleged victims or alleged perpetrators of abuse, neglect, and/or exploitation. This session provides attorneys with a framework of reference for how Texas Adult Protective Services performs its investigations and recommendations on how to best accomplish successful outcomes when confronted with an APS investigation.
Originally presented: Jul 2025 Estate Planning, Guardianship and Elder Law Conference
Terry W. Hammond,
Kemp Smith, LLP - El Paso, TX
Laura Palmquist,
Texas Department of Family and Protective Services - Austin, TX
17.
Legislative Update (Sep 2025)
Lauren Davis Hunt
0.75
0.00
0.00
0.75
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Session 17 —46 mins 0.75
Legislative Update (Sep 2025)
Update on new legislation impacting estate planning, guardianships, trusts and related practice areas.
Originally presented: Jul 2025 Estate Planning, Guardianship and Elder Law Conference
Lauren Davis Hunt,
Osborne, Helman, Scott, Knisely & Stanton L.L.P. - Austin, TX
18.
Representing Proposed Wards: How Disorganized is Legally Disorganized? (Sep 2025)
Lauren Olson, Kathleen Schultz Wiesenthal
1.00
0.00
1.00
1.00 | 1.00 guardianship
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Session 18 —59 mins 1.00 | 1.00 guardianship
Representing Proposed Wards: How Disorganized is Legally Disorganized? (Sep 2025)
Hear strategies to employ when your proposed ward has capacity (or partial capacity) and ways to work with the applicant’s attorney to protect the rights of your proposed ward.
Originally presented: Jul 2025 Estate Planning, Guardianship and Elder Law Conference
Lauren Olson,
Leu, Peirce, & Olson, PLLC - Plano, TX
Kathleen Schultz Wiesenthal,
Keever & Wiesenthal - Houston, TX
19.
Death and Fraud on the Community (Sep 2025)
Eric Bean
0.75
0.25
0.00
0.75 | 0.25 ethics
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Session 19 —46 mins 0.75 | 0.25 ethics
Death and Fraud on the Community (Sep 2025)
Explore the fundamentals of fraud-on-the-community claims, including a discussion of the claim’s origins, elements, defenses, remedies, related causes of action, and practical examples from Texas cases.
Originally presented: Jul 2025 Estate Planning, Guardianship and Elder Law Conference
Eric Bean,
Ferguson Braswell Fraser Kubasta PC - Houston, TX
20.
SECURE Act Final Regulations: Planning for Distribution of Retirement Assets (Sep 2025)
Karen S. Gerstner
1.00
0.25
0.00
1.00 | 0.25 ethics
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Session 20 —60 mins 1.00 | 0.25 ethics
SECURE Act Final Regulations: Planning for Distribution of Retirement Assets (Sep 2025)
Discuss notable provisions in the SECURE Act Final Regulations relating to retirement assets from an estate planning perspective. In particular, evaluate naming trusts as beneficiaries of retirement assets.
Originally presented: Jul 2025 Estate Planning, Guardianship and Elder Law Conference
Karen S. Gerstner,
Karen S. Gerstner & Associates, P.C. - Houston, TX
21.
Protecting the Client and Their Plan from Interlopers and Do-Gooders (Sep 2025)
John Mark Comuzzie, Bernard E. ("Barney") Jones
0.75
0.50
0.00
0.75 | 0.50 ethics
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Session 21 —47 mins 0.75 | 0.50 ethics
Protecting the Client and Their Plan from Interlopers and Do-Gooders (Sep 2025)
When other advisors, family, and friends involve themselves in the estate planning process they may help or interfere, or both. This presentation addresses the ethical and practical issues that result and offers real world solutions that put the client's interests and goals first.
Originally presented: Jul 2025 Estate Planning, Guardianship and Elder Law Conference
John Mark Comuzzie,
Jackson Walker LLP - San Antonio, TX
Bernard E. ("Barney") Jones,
Attorney at Law - Houston, TX