2016 Estate Planning, Guardianship, and Elder Law eConference

Anatomy of a Will (Aug 2016)

An ideal refresher on key practice points and drafting strategies as well as discussion of ethical issues faced by estate planners. This presentation includes an updated version of the classic paper, Anatomy of a Will.

Originally presented: Aug 2016 Estate Planning, Guardianship and Elder Law Conference

Bernard E. Jones, Attorney at Law - Houston, TX

Best Practices in Drafting Revocable and Irrevocable Trusts (Aug 2016)

Trust drafting practices continue to evolve with changes in the industry. Address the basic framework for trusts, time-honored principles of drafting, situation-specific adjustments, and trends that indicate the need for new approaches.

Originally presented: Aug 2016 Estate Planning, Guardianship and Elder Law Conference

Renée C. Lovelace, The Lovelace Law Firm, P.C. - Austin, TX

Changing the Probate “Ship” Midstream: Possibilities and Limitations (Aug 2016)

Discuss the procedure for when it becomes necessary to change course during the administration of an estate.

Originally presented: Aug 2016 Estate Planning, Guardianship and Elder Law Conference

Kelley M. Bentley, Roberts Markel Weinberg Butler Hailey - Sugar Land, TX

Working with Creditors and Claims in Guardianship, Dependent and Independent Administration (Aug 2016)

Originally presented: Aug 2016 Estate Planning, Guardianship and Elder Law Conference

Keith Morris, Ostrom Morris PLLC - Houston, TX

Disability Rights Texas (Aug 2016)

A brief overview of Disability Rights Texas, the federally mandated protection and advocacy agency for the State of Texas for individuals with disabilities, including an understanding of their structure, the applicability to the practice of law, what services they offer clients, and how to contact the organization through their intake process.

Originally presented: Aug 2016 Estate Planning, Guardianship and Elder Law Conference

Sean Jackson, Disability Rights Texas - Houston, TX

View from HHSC (Aug 2016)

Hear the Texas Health and Human Services Commission (HHSC) address current issues in long-term care Medicaid eligibility.

Originally presented: Aug 2016 Estate Planning, Guardianship and Elder Law Conference

Shari L. Nichols, Texas Health and Human Services Commission - Austin, TX

In Quest of the Perfect Medicaid Application (Aug 2016)

Although it may not be possible to guarantee that every Medicaid application will be accepted upon the first filing, learn time-tested tips to improve the odds.

Originally presented: Aug 2016 Estate Planning, Guardianship and Elder Law Conference

Nora Evelyn Alegria-Fuentes, The Law Office of Christina Lesher, PC - Houston, TX
Marilyn G. Miller, Attorney at Law - Dripping Springs, TX

Alternatives to Guardianship (Aug 2016)

A discussion of less restricted alternatives to guardianship, as well as supports and services available to proposed wards.

Originally presented: Aug 2016 Estate Planning, Guardianship and Elder Law Conference

Craig Hopper, Hopper Mikeska, PLLC - Austin, TX
Richard Lavallo, Disability Rights Texas - Austin, TX
Hon. Guy Herman, Travis County Probate Court #1 - Austin, TX

Determining Capacity (Aug 2016)

Explore standards and best practices in assessing a client's level of capacity.

Originally presented: Aug 2016 Estate Planning, Guardianship and Elder Law Conference

Mark E. Kunik, M.D., M.P.H., Baylor College of Medicine and Michael E. DeBakey VA Hospital - Houston, TX

Supported Decision-Making: A New Alternative to Guardianship (Aug 2016)

A look at recently-enacted Texas Estates Code Chapter 1357, the Supported Decision-Making Agreement Act, with a discussion of the potential benefits as well as the possible concerns, risks and ethical considerations that the law introduces.  
 

Originally presented: Aug 2016 Estate Planning, Guardianship and Elder Law Conference

Craig Hopper, Hopper Mikeska, PLLC - Austin, TX
Laura Upchurch, Moorman Tate Haley Upchurch & Yates, LLP - Brenham, TX
Richard Lavallo, Disability Rights Texas - Austin, TX

Provisions in Powers of Attorney for Different Levels of Gifting (Aug 2016)

Review the common gifting authorizations used in durable powers of attorney.   

Originally presented: Aug 2016 Estate Planning, Guardianship and Elder Law Conference

Wendy Yates, Moorman Tate Haley Upchurch & Yates, LLP - Brenham, TX

The Role of the Guardian (Aug 2016)

An examination of the duties and responsibilities of a guardian under Texas law and guardianship administration from initiation to closing, including the code requirements of selling and leasing property, ethical issues and more.

Originally presented: Aug 2016 Estate Planning, Guardianship and Elder Law Conference

Hon. Guy Herman, Travis County Probate Court #1 - Austin, TX

The Role of the Ad Litem (Aug 2016)

An overview of the responsibilities of the attorney ad litem and guardian ad litem in guardianship proceedings with an emphasis on practical application of the statutes, conduct in uncontested and contested proceedings and pointers on applications for fees. The materials include numerous checklists, comprehensive references and forms.

Originally presented: Aug 2016 Estate Planning, Guardianship and Elder Law Conference

Hon. Steve M. King, Tarrant County Probate Court #1 - Fort Worth, TX

Case Law Update (Aug 2016)

Examine important cases impacting the practice of estate planning, guardianship and elder law in Texas. 

Originally presented: Aug 2016 Estate Planning, Guardianship and Elder Law Conference

Elisa Dillard Rainey, Rainey & Rainey, Attorneys at Law LP - Waco, TX

Understanding Public Benefits Affecting the Elderly (Aug 2016)

Paying for care, medications, and deductibles is a challenge for many older adults. Find out how Long-Term Care Medicaid (nursing home and home care), Medicare, Medicare Savings Programs (QMB, SLMB, QI-1) and Supplemental Security Income (SSI) can increase the quality of life for your clients. Learn about these benefits and their eligibility requirements, and gain useful practice tips.

Originally presented: Aug 2016 Estate Planning, Guardianship and Elder Law Conference

H. Clyde Farrell, Farrell & Pak PLLC - Austin, TX
Christina Lesher, The Law Office of Christina Lesher, PC - Houston, TX

Ask the Experts (Aug 2016)

A panel of seasoned practitioners respond to your frequently—and sometimes infrequently—asked questions including practice, professional and ethical issues in estate planning, probate, guardianship and elder law.

Originally presented: Aug 2016 Estate Planning, Guardianship and Elder Law Conference

H. Clyde Farrell, Farrell & Pak PLLC - Austin, TX
Craig Hopper, Hopper Mikeska, PLLC - Austin, TX
Renée C. Lovelace, The Lovelace Law Firm, P.C. - Austin, TX
Marilyn G. Miller, Attorney at Law - Dripping Springs, TX
Elisa Dillard Rainey, Rainey & Rainey, Attorneys at Law LP - Waco, TX

The Collision Between Real Estate and Elder Law (Aug 2016)

Elder law and real estate attorneys prepare documents from different points of view and for different purposes. Explore the different perspectives and learn to solve issues that can arise when dealing with these differences.

Originally presented: Aug 2016 Estate Planning, Guardianship and Elder Law Conference

Kristen Quinney Porter, Kristen Quinney Porter, LLC - New Braunfels, TX

Resolving Guardianship Disputes (Aug 2016)

Utilizing and implementing least restrictive alternatives and other options in settling guardianship disputes.   

Originally presented: Aug 2016 Estate Planning, Guardianship and Elder Law Conference

Sarah Patel Pacheco, Crain, Caton & James, P.C. - Houston, TX

Defensive Case Management for Elder Law Attorneys (Aug 2016)

Learn a systematic approach to capturing data and using the system to defend against attempts by your clients' family members who want to involve you in disputes they have with other family members.  

Originally presented: Aug 2016 Estate Planning, Guardianship and Elder Law Conference

Pi-Yi Mayo, Law Office of Pi-Yi Mayo - Baytown, TX