University of Texas School of Law

eConference

2018 Estate Planning, Guardianship, and Elder Law eConference (Sep 2018)

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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.
 
  • 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.
PLEASE NOTE: To claim Texas Guardianship Ad Litem credit for the presentations that include guardianship hours, download the guardianship accreditation documentation (found here) as you claim your general MCLE credit at the end of this course and submit the affidavit to the State Bar of Texas.
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Total Credit Hours:
15.00 | 3.25 ethics | 4.50 guardianship     Credit Info
Specialization: Estate Planning and Probate Law | Tax Law

TX MCLE credit expires: 8/31/2019

Includes: Video Audio Paper Slides

$525  

Preview Sessions
Credit Hours
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 0.75  

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Video (mp4) 48 mins
Audio (mp3) 50 mins
Paper (pdf) 26 pgs
Slides (pdf) 26 pgs

SESSION 1 — 48 mins, credit 0.75

Session 1:

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 at: Aug 2018 Estate Planning, Guardianship and Elder Law Conference

Katherine C. Akinc, Brink Bennett Flaherty Golden - Austin, TX

2. Medicaid-Friendly Estate Planning (Sep 2018)

H. Clyde Farrell

0.75 0.00 0.00 0.75  

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Video (mp4) 43 mins
Audio (mp3) 43 mins
Paper (pdf) 70 pgs
Slides (pdf) 13 pgs

SESSION 2 — 43 mins, credit 0.75

Session 2:

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 at: Aug 2018 Estate Planning, Guardianship and Elder Law Conference

H. Clyde Farrell, Farrell, Burdett & Johnson PLLC - Austin, TX

3. Durable Power of Attorney Update (Sep 2018)

Patricia F. Sitchler

0.75 0.00 0.00 0.75  

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Video (mp4) 46 mins
Audio (mp3) 46 mins
Paper (pdf) 29 pgs

SESSION 3 — 46 mins, credit 0.75

Session 3:

Durable Power of Attorney Update (Sep 2018)

Hear highlights of the new Statutory Durable Power of Attorney statute.

Originally presented at: Aug 2018 Estate Planning, Guardianship and Elder Law Conference

Patricia F. Sitchler, The Law Office of Patricia Flora Sitchler - La Vernia, TX

4. Advising Clients Nearing 65 (Sep 2018)

Pi-Yi Mayo

0.75 0.00 0.00 0.75  

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Video (mp4) 47 mins
Audio (mp3) 47 mins
Paper (pdf) 21 pgs
Slides (pdf) 17 pgs

SESSION 4 — 47 mins, credit 0.75

Session 4:

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 at: Aug 2018 Estate Planning, Guardianship and Elder Law Conference

Pi-Yi Mayo, Mayo & Poland PLLC - Baytown, TX

5. After 65: Second Chances for Inheritance and Long-Term Care Planning (Sep 2018)

Renée C. Lovelace

0.75 0.00 0.00 0.75  

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Video (mp4) 45 mins
Audio (mp3) 45 mins
Paper (pdf) 47 pgs
Slides (pdf) 31 pgs

SESSION 5 — 45 mins, credit 0.75

Session 5:

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 at: Aug 2018 Estate Planning, Guardianship and Elder Law Conference

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

6. Sex and Romance (50 Shades of Silver):  Rights, Reservations, and Ethics (Sep 2018)

Mary Alice Jackson

0.75 0.25 0.00 0.75 | 0.25 ethics  

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Video (mp4) 41 mins
Audio (mp3) 40 mins
Paper (pdf) 20 pgs
Slides (pdf) 14 pgs

SESSION 6 — 41 mins, credit 0.75 | 0.25 ethics

Session 6:

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 at: Aug 2018 Estate Planning, Guardianship and Elder Law Conference

Mary Alice Jackson, Mary Alice Jackson, P.C. - Austin, TX

7. View from the HHSC (Sep 2018)

Shari L. Nichols

0.50 0.00 0.00 0.50  

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Video (mp4) 31 mins
Audio (mp3) 31 mins
Slides (pdf) 18 pgs

SESSION 7 — 31 mins, credit 0.50

Session 7:

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 at: Aug 2018 Estate Planning, Guardianship and Elder Law Conference

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

8. Alternatives to Guardianship and Supports and Services (Sep 2018)

Craig Hopper, Richard Lavallo

1.00 0.50 1.00 1.00 | 0.50 ethics | 1.00 guardianship  

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Video (mp4) 57 mins
Audio (mp3) 57 mins
Paper (pdf) 20 pgs
Paper (pdf) 26 pgs
Slides (pdf) 19 pgs

SESSION 8 — 57 mins, credit 1.00 | 0.50 ethics | 1.00 guardianship

Session 8:

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 at: Aug 2018 Estate Planning, Guardianship and Elder Law Conference

Craig Hopper, Hopper Mikeska, PLLC - Austin, TX
Richard Lavallo, Disability Rights Texas - Austin, TX

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 0.50 | 0.50 guardianship  

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Video (mp4) 28 mins
Audio (mp3) 28 mins
Paper (pdf) 20 pgs
Paper (pdf) 13 pgs
Slides (pdf) 21 pgs

SESSION 9 — 28 mins, credit 0.50 | 0.50 guardianship

Session 9:

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 at: 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

10. 10 Pesky Problems with Real Estate (Sep 2018)

Kristen Quinney Porter

0.75 0.00 0.00 0.75  

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Video (mp4) 43 mins
Audio (mp3) 43 mins
Paper (pdf) 38 pgs

SESSION 10 — 43 mins, credit 0.75

Session 10:

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 at: Aug 2018 Estate Planning, Guardianship and Elder Law Conference

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

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 1.00  

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Video (mp4) 62 mins
Audio (mp3) 62 mins
Slides (pdf) 16 pgs

SESSION 11 — 62 mins, credit 1.00

Session 11:

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 at: 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

12. Role of the Guardian (Sep 2018)

Craig Hopper

1.00 0.50 1.00 1.00 | 0.50 ethics | 1.00 guardianship  

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Video (mp4) 58 mins
Audio (mp3) 58 mins
Paper (pdf) 78 pgs

SESSION 12 — 58 mins, credit 1.00 | 0.50 ethics | 1.00 guardianship

Session 12:

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 at: Aug 2018 Estate Planning, Guardianship and Elder Law Conference

Craig Hopper, Hopper Mikeska, PLLC - Austin, TX

13. Role of the Ad Litem (Sep 2018)

Hon. Steve M. King

1.00 0.50 1.00 1.00 | 0.50 ethics | 1.00 guardianship  

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Video (mp4) 62 mins
Audio (mp3) 64 mins
Paper (pdf) 132 pgs
Slides (pdf) 48 pgs

SESSION 13 — 62 mins, credit 1.00 | 0.50 ethics | 1.00 guardianship

Session 13:

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 at: Aug 2018 Estate Planning, Guardianship and Elder Law Conference

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

14. Heirship Determination (Sep 2018)

Hon. Guy Herman

1.00 0.00 0.00 1.00  

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Video (mp4) 64 mins
Audio (mp3) 64 mins
Paper (pdf) 65 pgs
Slides (pdf) 45 pgs

SESSION 14 — 64 mins, credit 1.00

Session 14:

Heirship Determination (Sep 2018)

Discuss issues involving heirship determination with or without an administration.

Originally presented at: Aug 2018 Estate Planning, Guardianship and Elder Law Conference

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

15. The Conundrums: When Guardianship Administration Turns Into Litigation (Sep 2018)

Sarah Patel Pacheco

0.50 0.00 0.50 0.50 | 0.50 guardianship  

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Video (mp4) 28 mins
Audio (mp3) 28 mins
Paper (pdf) 35 pgs

SESSION 15 — 28 mins, credit 0.50 | 0.50 guardianship

Session 15:

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 at: Aug 2018 Estate Planning, Guardianship and Elder Law Conference

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

16. Ask the Experts (Sep 2018)

H. Clyde Farrell, Craig Hopper, Pi-Yi Mayo, Marilyn G. Miller

1.00 0.25 0.25 1.00 | 0.25 ethics | 0.25 guardianship  

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Video (mp4) 62 mins
Audio (mp3) 62 mins

SESSION 16 — 62 mins, credit 1.00 | 0.25 ethics | 0.25 guardianship

Session 16:

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 at: 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

17. The State of Ethics (Sep 2018)

Randy Drewett, James A. Ehler, Wesley E. Wright

1.25 1.25 0.00 1.25 | 1.25 ethics  

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Video (mp4) 74 mins
Audio (mp3) 74 mins
Paper (pdf) 6 pgs
Paper (pdf) 39 pgs
Paper (pdf) 20 pgs
Slides (pdf) 14 pgs
Slides (pdf) 18 pgs
Slides (pdf) 8 pgs

SESSION 17 — 74 mins, credit 1.25 | 1.25 ethics

Session 17:

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 at: 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

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 1.00 | 0.25 guardianship  

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Video (mp4) 60 mins
Audio (mp3) 58 mins

SESSION 18 — 60 mins, credit 1.00 | 0.25 guardianship

Session 18:

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 at: 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