eConference
2018 Estate Planning, Guardianship, and Elder Law eConference
Contains material from Sep 2018
2018 Estate Planning, Guardianship, and Elder Law eConference
4.43 out of 5 stars
What was the overall quality of the course (presentation, materials, and technical delivery)?
Rate the overall teaching effectiveness and presentation skills of faculty for the course.
How would you rate the value of the materials provided as part of the course?
This was my first conference on this topic and although it was a little above my level of expertise, it was excellently presented. The handouts will come in handy for future reference.
Much of this is new material for me. Excellent speeches and papers.
Very good course.
Really enjoy the speakers and the completeness of their presentations.
varied but good overall
This course is always worthwhile, full of practical advice.
Enjoyed the course and learned many facts.
Technical Questions?
512.475.6700
service@utcle.org
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.
- Learn about Medicaid friendly estate planning, including strategies for preparing your client for long-term care, and an explanation of multiple types of deeds and trusts.
- Gain insight on advising clients as they approach and surpass age 65, including insurance issues, planning for inheritance, and long-term care planning.
- Explore guardianship essentials, key issues and alternatives—for up to 4.50 hours of Guardianship credit.
- Identify common real estate issues that every estate planner, guardian or elder law attorney should know.
- Hear answers to your frequently—and sometimes infrequently—asked questions at the popular Ask the Experts panel, and NEW this year, the Ask the Judgespanel.
Includes: Video Audio Paper Slides
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1.
IRA, UTMA, SNT, RMD… OMG! Special Considerations When Planning With Retirement Benefits For Minors and Incapacitated Individuals. (Sep 2018)
Katherine C. Akinc
0.75
0.00
0.00
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Session 1
—48 mins
IRA, UTMA, SNT, RMD… OMG! Special Considerations When Planning With Retirement Benefits For Minors and Incapacitated Individuals. (Sep 2018)
Hear a presentation focusing on special planning considerations when a retirement plan’s desired beneficiary is a minor, is incapacitated or is likely to have some degree of future incapacity.
Originally presented: Aug 2018 Estate Planning, Guardianship and Elder Law Conference
Katherine C. Akinc,
Brink Bennett Flaherty Golden - Austin, TX
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2.
Medicaid-Friendly Estate Planning (Sep 2018)
H. Clyde Farrell
0.75
0.00
0.00
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Session 2
—43 mins
Medicaid-Friendly Estate Planning (Sep 2018)
Discuss forms and strategies for preparing your clients (and sometimes their parents and children) to protect assets in case the need for long-term care arises. Forms will be provided and explained for Lady Bird Deeds, Transfer on Death Deeds, Revocable Trust as Grantee (of either type deed), and Medicaid-Friendly Contingent Trust.
Originally presented: Aug 2018 Estate Planning, Guardianship and Elder Law Conference
H. Clyde Farrell,
Farrell, Burdett & Johnson PLLC - Austin, TX
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3.
Durable Power of Attorney Update (Sep 2018)
Patricia F. Sitchler
0.75
0.00
0.00
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Session 3
—46 mins
Durable Power of Attorney Update (Sep 2018)
Hear highlights of the new Statutory Durable Power of Attorney statute.
Originally presented: Aug 2018 Estate Planning, Guardianship and Elder Law Conference
Patricia F. Sitchler,
The Law Office of Patricia Flora Sitchler - La Vernia, TX
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4.
Advising Clients Nearing 65 (Sep 2018)
Pi-Yi Mayo
0.75
0.00
0.00
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Slides
(pdf)
17 pgs
Session 4
—47 mins
Advising Clients Nearing 65 (Sep 2018)
Turning 65 can be a watershed event in our client's lives. They face many decisions about retirement, concerning Medicare, Social Security, and estate planning. Get tips to help you prepare to advise your clients about some of these important decisions.
Originally presented: Aug 2018 Estate Planning, Guardianship and Elder Law Conference
Pi-Yi Mayo,
Mayo & Poland PLLC - Baytown, TX
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5.
After 65: Second Chances for Inheritance and Long-Term Care Planning (Sep 2018)
Renée C. Lovelace
0.75
0.00
0.00
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Session 5
—45 mins
After 65: Second Chances for Inheritance and Long-Term Care Planning (Sep 2018)
Address planning options that become unavailable or difficult after age 65 and some of the valuable options for planning that remain available. Key planning options include planning by parents and other family, as well as the modification of wills and trusts to improve beneficial interests.
Originally presented: Aug 2018 Estate Planning, Guardianship and Elder Law Conference
Renée C. Lovelace,
The Lovelace Law Firm, P.C. - Austin, TX
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6.
Sex and Romance (50 Shades of Silver): Rights, Reservations, and Ethics (Sep 2018)
Mary Alice Jackson
0.75
0.25
0.00
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Session 6
—41 mins
Sex and Romance (50 Shades of Silver): Rights, Reservations, and Ethics (Sep 2018)
Discuss if, when, and how to intervene in the intimate lives of clients.
Originally presented: Aug 2018 Estate Planning, Guardianship and Elder Law Conference
Mary Alice Jackson,
Mary Alice Jackson, P.C. - Austin, TX
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7.
View from the HHSC (Sep 2018)
Shari L. Nichols
0.50
0.00
0.00
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Session 7
—31 mins
View from the HHSC (Sep 2018)
Hear the Texas Health and Human Services Commission (HHSC) address current issues in long-term care Medicaid eligibility.
Originally presented: Aug 2018 Estate Planning, Guardianship and Elder Law Conference
Shari L. Nichols,
Texas Health and Human Services Commission - Austin, TX
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8.
Alternatives to Guardianship and Supports and Services (Sep 2018)
Craig Hopper, Richard Lavallo
1.00
0.50
1.00
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Paper
(pdf)
26 pgs
Session 8
—57 mins
Alternatives to Guardianship and Supports and Services (Sep 2018)
An examination of strategies on how to limit or obviate the need to create a guardianship.
Originally presented: Aug 2018 Estate Planning, Guardianship and Elder Law Conference
Craig Hopper,
Hopper Mikeska, PLLC - Austin, TX
Richard Lavallo,
Disability Rights Texas - Austin, TX
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9.
Practical Ways for Guardians and Caregivers to Prevent Scams and Exploitation (Sep 2018)
Hon. Donald W. Dowd, Lori Varnell
0.50
0.00
0.50
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Session 9
—28 mins
Practical Ways for Guardians and Caregivers to Prevent Scams and Exploitation (Sep 2018)
Hear a review of the most recurring scams targeting the elderly. Discuss legal recourses available for preventing an elderly individual from losing their entire estate to a scam.
Originally presented: Aug 2018 Estate Planning, Guardianship and Elder Law Conference
Hon. Donald W. Dowd,
Cass County Court at Law - Linden, TX
Lori Varnell,
Tarrant County Criminal District Attorney's Office - Fort Worth, TX
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10.
10 Pesky Problems with Real Estate (Sep 2018)
Kristen Quinney Porter
0.75
0.00
0.00
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Session 10
—43 mins
10 Pesky Problems with Real Estate (Sep 2018)
Identify the ten real estate issues that all estate planners, guardians, and elder law attorneys should be aware of and know how to solve.
Originally presented: Aug 2018 Estate Planning, Guardianship and Elder Law Conference
Kristen Quinney Porter,
Kristen Quinney Porter, LLC - New Braunfels, TX
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11.
The State of Texas Unclaimed Property Program: Come and Get It. (Sep 2018)
Bryant Clayton, David L. Cruz
1.00
0.00
0.00
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Session 11
—62 mins
The State of Texas Unclaimed Property Program: Come and Get It. (Sep 2018)
Highlight facts about the agency program and discuss best practices for probate attorneys to advise their clients about unclaimed property. Gain insights into the duty of executors/administrators to escheat unclaimed probated funds to the State, steps elderly clients should take to avoid property being deemed abandoned and reported to the Comptroller as unclaimed property, and the claims process for individuals both before and after death.
Originally presented: Aug 2018 Estate Planning, Guardianship and Elder Law Conference
Bryant Clayton,
Texas Comptroller of Public Accounts - Austin, TX
David L. Cruz,
Texas Comptroller of Public Accounts - Austin, TX
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12.
Role of the Guardian (Sep 2018)
Craig Hopper
1.00
0.50
1.00
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Session 12
—58 mins
Role of the Guardian (Sep 2018)
Examine 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 2018 Estate Planning, Guardianship and Elder Law Conference
Craig Hopper,
Hopper Mikeska, PLLC - Austin, TX
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13.
Role of the Ad Litem (Sep 2018)
Hon. Steve M. King
1.00
0.50
1.00
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Session 13
—62 mins
Role of the Ad Litem (Sep 2018)
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 2018 Estate Planning, Guardianship and Elder Law Conference
Hon. Steve M. King,
Tarrant County Probate Court One - Fort Worth, TX
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14.
Heirship Determination (Sep 2018)
Hon. Guy Herman
1.00
0.00
0.00
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Session 14
—64 mins
Heirship Determination (Sep 2018)
Discuss issues involving heirship determination with or without an administration.
Originally presented: Aug 2018 Estate Planning, Guardianship and Elder Law Conference
Hon. Guy Herman,
Travis County Probate Court #1 - Austin, TX
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15.
The Conundrums: When Guardianship Administration Turns Into Litigation (Sep 2018)
Sarah Patel Pacheco
0.50
0.00
0.50
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Session 15
—28 mins
The Conundrums: When Guardianship Administration Turns Into Litigation (Sep 2018)
Make note of litigation matters that can arise relating to the administration and settlement of a guardianship estate including, divorce, child support, turn over, breaches of fiduciary duty, and more.
Originally presented: Aug 2018 Estate Planning, Guardianship and Elder Law Conference
Sarah Patel Pacheco,
Crain, Caton & James, P.C. - Houston, TX
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16.
Ask the Experts (Sep 2018)
H. Clyde Farrell, Craig Hopper, Pi-Yi Mayo, Marilyn G. Miller
1.00
0.25
0.25
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Session 16
—62 mins
Ask the Experts (Sep 2018)
Hear 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 2018 Estate Planning, Guardianship and Elder Law Conference
H. Clyde Farrell,
Farrell, Burdett & Johnson PLLC - Austin, TX
Craig Hopper,
Hopper Mikeska, PLLC - Austin, TX
Pi-Yi Mayo,
Mayo & Poland PLLC - Baytown, TX
Marilyn G. Miller,
Marilyn G Miller, Attorney at Law - Dripping Springs, TX
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17.
The State of Ethics (Sep 2018)
Randy Drewett, James A. Ehler, Wesley E. Wright
1.25
1.25
0.00
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Paper
(pdf)
6 pgs
Session 17
—74 mins
The State of Ethics (Sep 2018)
Get an overview of disciplinary proceedings, a review of cases in which the attorney was subject to criminal proceedings, and a review of the trends in malpractice claims.
Originally presented: Aug 2018 Estate Planning, Guardianship and Elder Law Conference
Randy Drewett,
Attorney at Law - Beaumont, TX
James A. Ehler,
Office of the Chief Disciplinary Counsel, State Bar of Texas - San Antonio, TX
Wesley E. Wright,
Wright Abshire, Attorneys - Bellaire, TX
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18.
Ask the Judges (Sep 2018)
Hon. Gladys B. Burwell, Hon. Guy Herman, Hon. Steve M. King, Hon. Kimberly Ann Willett Sullivan
1.00
0.00
0.25
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Session 18
—60 mins
Ask the Judges (Sep 2018)
Hear a panel of seasoned probate judges respond to your frequently—and sometimes infrequently—asked questions regarding guardianships and decedent’s estates on jurisdiction and procedure, including presiding in small counties where there are no county courts at law.
Originally presented: Aug 2018 Estate Planning, Guardianship and Elder Law Conference
Hon. Gladys B. Burwell,
Senior Statutory Probate Judge - Friendswood, TX
Hon. Guy Herman,
Travis County Probate Court #1 - Austin, TX
Hon. Steve M. King,
Tarrant County Probate Court One - Fort Worth, TX
Hon. Kimberly Ann Willett Sullivan,
Probate Judge - Galveston, TX