University of Texas School of Law

eConference

2019 Estate Planning, Guardianship, and Elder Law eConference

Contains material from Aug 2019 to Sep 2019

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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.
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Total Credit Hours:
15.00 | 3.00 ethics     Credit Info
Specialization: Estate Planning and Probate Law | Tax Law

TX MCLE credit expires: 8/31/2020

Includes: Video Audio Paper Slides

$545  

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Credit Hours
1. Financial Powers of Attorney: Do You Want Fries With That Will? (Aug 2019)

Dianne Reis

0.75 0.00 0.00 0.75  

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Video (mp4) 39 mins
Audio (mp3) 38 mins
Paper (pdf) 19 pgs
Slides (pdf) 10 pgs

SESSION 1 — 39 mins, credit 0.75

Session 1:

Financial Powers of Attorney: Do You Want Fries With That Will? (Aug 2019)

Drafting a statutory durable power of attorney used to be simple: You ask a couple questions, zap out the form, and bring it to the will signing ceremony with all the other documents. But these days we have to discuss compensation, co-agents, and hot powers. Even the location of the signing matters now. Can we design a form that works for all clients?

Originally presented at: Aug 2019 Estate Planning, Guardianship and Elder Law Conference

Dianne Reis, Attorney at Law - Plano, TX

2. Estate Planning 101 (Aug 2019)

Bernard E. ("Barney") Jones

1.00 0.00 0.00 1.00  

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Video (mp4) 54 mins
Audio (mp3) 53 mins
Paper (pdf) 66 pgs
Slides (pdf) 26 pgs

SESSION 2 — 54 mins, credit 1.00

Session 2:

Estate Planning 101 (Aug 2019)

A very practice oriented nuts & bolts overview / how-to / to-do for basic estate planning, from the initial contact, planning conference & terms of engagement, to the signing ceremony, exit letter & beyond, with forms, options and insights for what is and is not appropriate depending on the circumstances.

Originally presented at: Aug 2019 Estate Planning, Guardianship and Elder Law Conference

Bernard E. ("Barney") Jones, Attorney at Law - Houston, TX

3. Medicaid Update (Aug 2019)

H. Clyde Farrell

0.75 0.00 0.00 0.75  

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Video (mp4) 44 mins
Audio (mp3) 44 mins
Paper (pdf) 76 pgs
Slides (pdf) 13 pgs

SESSION 3 — 44 mins, credit 0.75

Session 3:

Medicaid Update (Aug 2019)

Current status of the Texas Medicaid Program's policy of treating some (but not all) tax-deferred retirement accounts as exempt from counting as "resources"; and other recent changes in Medicaid law and policy that Texas attorneys planning estates of older clients need to know about.

Originally presented at: Aug 2019 Estate Planning, Guardianship and Elder Law Conference

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

4. Legislative Update (Aug 2019)

Craig Hopper

0.75 0.00 0.00 0.75  

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Video (mp4) 44 mins
Audio (mp3) 43 mins
Paper (pdf) 47 pgs
Slides (pdf) 25 pgs

SESSION 4 — 44 mins, credit 0.75

Session 4:

Legislative Update (Aug 2019)

Hear an update on Texas estate and trust legislation, including probate, guardianships, trusts, powers of attorney, and other related matters.  

Originally presented at: Aug 2019 Estate Planning, Guardianship and Elder Law Conference

Craig Hopper, Hopper Mikeska, PLLC - Austin, TX

5. From Long Term Care Medicaid Policy to Fair Hearings (Aug 2019)

Shari L. Nichols

0.75 0.00 0.00 0.75  

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Video (mp4) 44 mins
Audio (mp3) 43 mins
Slides (pdf) 24 pgs

SESSION 5 — 44 mins, credit 0.75

Session 5:

From Long Term Care Medicaid Policy to Fair Hearings (Aug 2019)

Hear a former Texas Health and Human Services Commission (HHSC) attorney, and current ALJ, give an overview of Medicaid Fair Hearings, including possible changes in the legislature and the implementation of such changes. Also, discuss documentary evidence for the hearings.

Originally presented at: Aug 2019 Estate Planning, Guardianship and Elder Law Conference

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

6. Firearms in the Workplace (Aug 2019)

Ross Asher Jr.

0.50 0.00 0.00 0.50  

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Video (mp4) 29 mins
Audio (mp3) 29 mins
Paper (pdf) 23 pgs
Slides (pdf) 7 pgs

SESSION 6 — 29 mins, credit 0.50

Session 6:

Firearms in the Workplace (Aug 2019)

Get the latest legal insight on firearms in the workplace, including rights of employees and visitors vs. rights of employers; open vs. concealed carry; carry in offices/work areas vs. firearms in automobiles on company premises; enforcement issues pertaining to exclusion of firearms; and potential liability issues connected with either “carry’ or “don’t carry” rules.

Originally presented at: Aug 2019 Estate Planning, Guardianship and Elder Law Conference

Ross Asher Jr., Roberts Markel Weinberg Butler Hailey PC - Houston, TX

7. Sex, Drugs, Guns, Cars and Dementia (Aug 2019)

John K. Ross IV

0.50 0.00 0.00 0.50  

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Video (mp4) 28 mins
Audio (mp3) 27 mins
Paper (pdf) 44 pgs
Slides (pdf) 9 pgs

SESSION 7 — 28 mins, credit 0.50

Session 7:

Sex, Drugs, Guns, Cars and Dementia (Aug 2019)

Cover how the unique aspects of sexual consent, firearm possession, drug use, and driving are impacted as cognitive function declines. 

Originally presented at: Aug 2019 Estate Planning, Guardianship and Elder Law Conference

John K. Ross IV, Ross & Shoalmire LLP - Texarkana, TX

8. Drafting for Incapacity Definition in Trusts and Powers of Attorney (Aug 2019)

Renée C. Lovelace

0.50 0.00 0.00 0.50  

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Video (mp4) 34 mins
Audio (mp3) 33 mins
Paper (pdf) 20 pgs

SESSION 8 — 34 mins, credit 0.50

Session 8:

Drafting for Incapacity Definition in Trusts and Powers of Attorney (Aug 2019)

Examine the commonly-used definitions of incapacity, individually-created definitions of incapacity, and the pros and cons of using common definitions versus creative language.

Originally presented at: Aug 2019 Estate Planning, Guardianship and Elder Law Conference

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

9. Alternatives to Guardianship Including Supports and Services (Sep 2019)

Hon. Steve M. King

0.75 0.50 0.75 0.75 | 0.50 ethics | 0.75 guardianship  

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Video (mp4) 50 mins
Audio (mp3) 50 mins
Paper (pdf) 23 pgs
Slides (pdf) 52 pgs

SESSION 9 — 50 mins, credit 0.75 | 0.50 ethics | 0.75 guardianship

Session 9:

Alternatives to Guardianship Including Supports and Services (Sep 2019)

An examination of the twin concepts of the doctrine of ‘less restrictive alternatives’ to guardianship and the concept of ‘supports and services’ and how the two interact to limit or obviate the need to create a guardianship.

Originally presented at: Aug 2019 Estate Planning, Guardianship and Elder Law Conference

Hon. Steve M. King, Senior Statutory Probate Judge - Fort Worth, TX

10. Guardianship and Divorce (Sep 2019)

Monica Ann Benson

0.75 0.00 0.75 0.75 | 0.75 guardianship  

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

SESSION 10 — 47 mins, credit 0.75 | 0.75 guardianship

Session 10:

Guardianship and Divorce (Sep 2019)

Learn when divorce is appropriate in a guardianship context, when a guardian is required for a divorce of an incapacitated person, and the appropriate court to hear a divorce action involving a guardianship.

Originally presented at: Aug 2019 Estate Planning, Guardianship and Elder Law Conference

Monica Ann Benson, Katten & Benson - Fort Worth, TX

11. The Medicaid Estate Recovery Program: What It Is, What It Isn’t, and How to Avoid It (Sep 2019)

Jennifer L. Coulter

0.50 0.00 0.00 0.50  

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Video (mp4) 30 mins
Audio (mp3) 30 mins
Paper (pdf) 35 pgs

SESSION 11 — 30 mins, credit 0.50

Session 11:

The Medicaid Estate Recovery Program: What It Is, What It Isn’t, and How to Avoid It (Sep 2019)

Discuss the Medicaid Estate Recovery Program (MERP), its rules, requirements, and exemptions. The presentation will be geared to practical guidance for practitioners facing MERP claims.

Originally presented at: Aug 2019 Estate Planning, Guardianship and Elder Law Conference

Jennifer L. Coulter, Townsend Allala, Coulter, & Kludt, PLLC - El Paso, TX

12. The Trouble with Accountings: From Checklists to Traps (Sep 2019)

Ellen Pearson Stewart

0.50 0.00 0.00 0.50  

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Video (mp4) 27 mins
Audio (mp3) 27 mins
Paper (pdf) 14 pgs
Slides (pdf) 5 pgs

SESSION 12 — 27 mins, credit 0.50

Session 12:

The Trouble with Accountings: From Checklists to Traps (Sep 2019)

A practical review of issues and pitfalls related to demands for accountings and the response. How to best educate the client and properly respond.

Originally presented at: Aug 2019 Estate Planning, Guardianship and Elder Law Conference

Ellen Pearson Stewart, Barnes Lipscomb Stewart & Ott - Austin, TX

13. Role of the Guardian (Sep 2019)

Craig Hopper

1.00 0.50 1.00 1.00 | 0.50 ethics | 1.00 guardianship  

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Video (mp4) 61 mins
Audio (mp3) 61 mins
Paper (pdf) 78 pgs

SESSION 13 — 61 mins, credit 1.00 | 0.50 ethics | 1.00 guardianship

Session 13:

Role of the Guardian (Sep 2019)

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 2019 Estate Planning, Guardianship and Elder Law Conference

Craig Hopper, Hopper Mikeska, PLLC - Austin, TX

14. Role of the Ad Litem (Sep 2019)

Hon. Steve M. King

1.00 0.50 1.00 1.00 | 0.50 ethics | 1.00 guardianship  

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Video (mp4) 63 mins
Audio (mp3) 62 mins
Paper (pdf) 138 pgs
Slides (pdf) 50 pgs

SESSION 14 — 63 mins, credit 1.00 | 0.50 ethics | 1.00 guardianship

Session 14:

Role of the Ad Litem (Sep 2019)

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 2019 Estate Planning, Guardianship and Elder Law Conference

Hon. Steve M. King, Senior Statutory Probate Judge - Fort Worth, TX

15. Real Estate Owned with Others (Sep 2019)

Rishi Batra

0.50 0.00 0.00 0.50  

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Video (mp4) 30 mins
Audio (mp3) 30 mins
Paper (pdf) 25 pgs
Slides (pdf) 7 pgs

SESSION 15 — 30 mins, credit 0.50

Session 15:

Real Estate Owned with Others (Sep 2019)

An overview of the newly passed Uniform Partition of Heirs Property Act (UPHPA) and how it can impact the severance of jointly owned property.  

Originally presented at: Aug 2019 Estate Planning, Guardianship and Elder Law Conference

Rishi Batra, Texas Tech University School of Law - Lubbock, TX

16. Trustee/Guardian Resignation: How to Jump Ship (Sep 2019)

Christopher D. Jones

0.50 0.25 0.00 0.50 | 0.25 ethics  

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Video (mp4) 29 mins
Audio (mp3) 29 mins
Paper (pdf) 21 pgs
Slides (pdf) 12 pgs

SESSION 16 — 29 mins, credit 0.50 | 0.25 ethics

Session 16:

Trustee/Guardian Resignation: How to Jump Ship (Sep 2019)

Get an overview of the resignation process generally including how to “jump ship” when no successor is named or available. Also, hear a discussion of discharge and to what extent resignation and/or discharge affects liability.

Originally presented at: Aug 2019 Estate Planning, Guardianship and Elder Law Conference

Christopher D. Jones, Sprouse Shrader Smith PLLC - Amarillo, TX

17. Evolution of Trusts in Elder Law (Sep 2019)

Marilyn G. Miller

0.50 0.00 0.00 0.50  

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Video (mp4) 28 mins
Audio (mp3) 28 mins
Paper (pdf) 10 pgs
Slides (pdf) 5 pgs

SESSION 17 — 28 mins, credit 0.50

Session 17:

Evolution of Trusts in Elder Law (Sep 2019)

An overview of how this traditional estate planning tool has been tailored to meet the distinctive needs of the Elder Law and Special Needs practitioner.

Originally presented at: Aug 2019 Estate Planning, Guardianship and Elder Law Conference

Marilyn G. Miller, Marilyn G. Miller, Attorney at Law - Dripping Springs, TX

18. Ask the Experts (Sep 2019)

H. Clyde Farrell, Craig Hopper, Renée C. Lovelace, Marilyn G. Miller

1.00 0.25 0.25 1.00 | 0.25 ethics | 0.25 guardianship  

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Video (mp4) 59 mins
Audio (mp3) 59 mins

SESSION 18 — 59 mins, credit 1.00 | 0.25 ethics | 0.25 guardianship

Session 18:

Ask the Experts (Sep 2019)

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 2019 Estate Planning, Guardianship and Elder Law Conference

H. Clyde Farrell, Farrell & Johnson PLLC - Austin, TX
Craig Hopper, Hopper Mikeska, PLLC - Austin, TX
Renée C. Lovelace, The Lovelace Law Firm, P.C. - Austin, TX
Marilyn G. Miller, Marilyn G. Miller, Attorney at Law - Dripping Springs, TX

19. A Window into a Financial Institution’s World of Elder Financial Exploitation (Sep 2019)

Sandy Sullivan

0.50 0.00 0.00 0.50  

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Video (mp4) 28 mins
Audio (mp3) 28 mins
Slides (pdf) 7 pgs

SESSION 19 — 28 mins, credit 0.50

Session 19:

A Window into a Financial Institution’s World of Elder Financial Exploitation (Sep 2019)

There is not one industry worldwide that is prepared for the “Tsunami” coming down the pike when it comes to the millions of people who have already or are getting ready to roll into the senior category. Many services, including geriatric doctors, senior living and dementia/Alzheimer's’ facilities, and education resources to prepare seniors for changes coming in their life, are in short supply. Financial institutions are considered “first responders"—they have eyes and ears on senior customers most times long before anyone else. Learn about the red flags, the many variations of fraudsters that financial institutions see, the avenues that can be taken to help mitigate the exploitation, and the various ways of reporting exploitation to local, state, or federal agencies. Being PROACTIVE is everything in slowing down the tide!

Originally presented at: Aug 2019 Estate Planning, Guardianship and Elder Law Conference

Sandy Sullivan, Frost Bank - San Antonio, TX

20. When Exploitation Allegations Make Their Way to Adult Protective Services (Sep 2019)

Terry W. Hammond, Penelope T. Leuchtag, Mary McFaden

1.00 0.00 0.00 1.00  

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Video (mp4) 63 mins
Audio (mp3) 63 mins
Paper (pdf) 3 pgs
Paper (pdf) 3 pgs
Paper (pdf) 2 pgs
Paper (pdf) 7 pgs
Paper (pdf) 1 pgs
Paper (pdf) 9 pgs
Paper (pdf) 5 pgs
Paper (pdf) 1 pgs
Slides (pdf) 5 pgs
Slides (pdf) 5 pgs

SESSION 20 — 63 mins, credit 1.00

Session 20:

When Exploitation Allegations Make Their Way to Adult Protective Services (Sep 2019)

The Texas Department of Family and Protective Services – Adult Protective Services (APS) is responsible for investigating allegations of abuse, neglect, and exploitation in Texas.  In 2018, APS received 16,490 allegations of exploitation of the elderly and disabled in Texas. APS validated a small percentage of these allegations. Identify and explore the reasons for APS exploitation investigations, the investigation process, and ultimate resolution of and ramifications resulting from exploitation allegations.

Originally presented at: Aug 2019 Estate Planning, Guardianship and Elder Law Conference

Terry W. Hammond, Attorney at Law - Bryan, TX
Penelope T. Leuchtag, Texas Department of Family & Protective Services - Houston, TX
Mary McFaden, Harris County District Attorney Office - Houston, TX

21. Elder Law Ethics Jeopardy (Sep 2019)

Mary Alice Jackson, Rebecca C. Morgan

1.00 1.00 0.00 1.00 | 1.00 ethics  

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Video (mp4) 60 mins
Audio (mp3) 57 mins
Paper (pdf) 7 pgs

SESSION 21 — 60 mins, credit 1.00 | 1.00 ethics

Session 21:

Elder Law Ethics Jeopardy (Sep 2019)

Cover various categories of ethical issues facing elder law attorneys, using the Texas Disciplinary Rules of Professional Conduct, where the answers are in the form of questions.  Get ready to volunteer to play Elder Law Ethics Jeopardy!

Originally presented at: Aug 2019 Estate Planning, Guardianship and Elder Law Conference

Mary Alice Jackson, Mary Alice Jackson, P.C. - Austin, TX
Rebecca C. Morgan, Stetson University College of Law - Gulfport, FL