eConference
2019 Estate Planning, Guardianship, and Elder Law eConference
Contains material from Aug 2019 to Sep 2019
2019 Estate Planning, Guardianship, and Elder Law eConference
4.22 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?
Very good conference. All the speakers were excellent.
excellent, as always
Will use in future; not necessarily for beginners
I enjoyed the conference, as usual!
Favorite presentations were the exploitation by the panel of 3 as well as the bank employee and her presentation.
Jeopardy should always be better prepared. More could have been achieved with better preparation.
none
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.
Includes: Video Audio Paper Slides
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1.
Financial Powers of Attorney: Do You Want Fries With That Will? (Aug 2019)
Dianne Reis
0.75
0.00
0.00
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Session 1
—39 mins
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: Aug 2019 Estate Planning, Guardianship and Elder Law Conference
Dianne Reis,
Attorney at Law - Plano, TX
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2.
Estate Planning 101 (Aug 2019)
Bernard E. ("Barney") Jones
1.00
0.00
0.00
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Session 2
—54 mins
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: Aug 2019 Estate Planning, Guardianship and Elder Law Conference
Bernard E. ("Barney") Jones,
Attorney at Law - Houston, TX
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3.
Medicaid Update (Aug 2019)
H. Clyde Farrell
0.75
0.00
0.00
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Session 3
—44 mins
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: Aug 2019 Estate Planning, Guardianship and Elder Law Conference
H. Clyde Farrell,
Farrell & Johnson PLLC - Austin, TX
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4.
Legislative Update (Aug 2019)
Craig Hopper
0.75
0.00
0.00
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Session 4
—44 mins
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: Aug 2019 Estate Planning, Guardianship and Elder Law Conference
Craig Hopper,
Hopper Mikeska, PLLC - Austin, TX
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5.
From Long Term Care Medicaid Policy to Fair Hearings (Aug 2019)
Shari L. Nichols
0.75
0.00
0.00
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Session 5
—44 mins
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: Aug 2019 Estate Planning, Guardianship and Elder Law Conference
Shari L. Nichols,
Texas Health and Human Services Commission - Austin, TX
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6.
Firearms in the Workplace (Aug 2019)
Ross Asher Jr.
0.50
0.00
0.00
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Session 6
—29 mins
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: Aug 2019 Estate Planning, Guardianship and Elder Law Conference
Ross Asher Jr.,
Roberts Markel Weinberg Butler Hailey PC - Houston, TX
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7.
Sex, Drugs, Guns, Cars and Dementia (Aug 2019)
John K. Ross IV
0.50
0.00
0.00
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Session 7
—28 mins
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: Aug 2019 Estate Planning, Guardianship and Elder Law Conference
John K. Ross IV,
Ross & Shoalmire LLP - Texarkana, TX
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8.
Drafting for Incapacity Definition in Trusts and Powers of Attorney (Aug 2019)
Renée C. Lovelace
0.50
0.00
0.00
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Session 8
—34 mins
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: Aug 2019 Estate Planning, Guardianship and Elder Law Conference
Renée C. Lovelace,
The Lovelace Law Firm, P.C. - Austin, TX
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9.
Alternatives to Guardianship Including Supports and Services (Sep 2019)
Hon. Steve M. King
0.75
0.50
0.75
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Session 9
—50 mins
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: Aug 2019 Estate Planning, Guardianship and Elder Law Conference
Hon. Steve M. King,
Senior Statutory Probate Judge - Fort Worth, TX
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10.
Guardianship and Divorce (Sep 2019)
Monica Ann Benson
0.75
0.00
0.75
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Session 10
—47 mins
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: Aug 2019 Estate Planning, Guardianship and Elder Law Conference
Monica Ann Benson,
Katten & Benson - Fort Worth, TX
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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
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Session 11
—30 mins
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: Aug 2019 Estate Planning, Guardianship and Elder Law Conference
Jennifer L. Coulter,
Townsend Allala, Coulter, & Kludt, PLLC - El Paso, TX
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12.
The Trouble with Accountings: From Checklists to Traps (Sep 2019)
Ellen Pearson Stewart
0.50
0.00
0.00
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Slides
(pdf)
5 pgs
Session 12
—27 mins
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: Aug 2019 Estate Planning, Guardianship and Elder Law Conference
Ellen Pearson Stewart,
Barnes Lipscomb Stewart & Ott - Austin, TX
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13.
Role of the Guardian (Sep 2019)
Craig Hopper
1.00
0.50
1.00
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Paper
(pdf)
78 pgs
Session 13
—61 mins
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: Aug 2019 Estate Planning, Guardianship and Elder Law Conference
Craig Hopper,
Hopper Mikeska, PLLC - Austin, TX
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14.
Role of the Ad Litem (Sep 2019)
Hon. Steve M. King
1.00
0.50
1.00
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Session 14
—63 mins
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: Aug 2019 Estate Planning, Guardianship and Elder Law Conference
Hon. Steve M. King,
Senior Statutory Probate Judge - Fort Worth, TX
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15.
Real Estate Owned with Others (Sep 2019)
Rishi Batra
0.50
0.00
0.00
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Slides
(pdf)
7 pgs
Session 15
—30 mins
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: Aug 2019 Estate Planning, Guardianship and Elder Law Conference
Rishi Batra,
Texas Tech University School of Law - Lubbock, TX
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16.
Trustee/Guardian Resignation: How to Jump Ship (Sep 2019)
Christopher D. Jones
0.50
0.25
0.00
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Session 16
—29 mins
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: Aug 2019 Estate Planning, Guardianship and Elder Law Conference
Christopher D. Jones,
Sprouse Shrader Smith PLLC - Amarillo, TX
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17.
Evolution of Trusts in Elder Law (Sep 2019)
Marilyn G. Miller
0.50
0.00
0.00
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Slides
(pdf)
5 pgs
Session 17
—28 mins
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: Aug 2019 Estate Planning, Guardianship and Elder Law Conference
Marilyn G. Miller,
Marilyn G. Miller, Attorney at Law - Dripping Springs, TX
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18.
Ask the Experts (Sep 2019)
H. Clyde Farrell, Craig Hopper, Renée C. Lovelace, Marilyn G. Miller
1.00
0.25
0.25
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Session 18
—59 mins
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: 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
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19.
A Window into a Financial Institution’s World of Elder Financial Exploitation (Sep 2019)
Sandy Sullivan
0.50
0.00
0.00
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Slides
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7 pgs
Session 19
—28 mins
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: Aug 2019 Estate Planning, Guardianship and Elder Law Conference
Sandy Sullivan,
Frost Bank - San Antonio, TX
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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
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Paper
(pdf)
1 pgs
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9 pgs
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5 pgs
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7 pgs
Slides
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5 pgs
Slides
(pdf)
5 pgs
Session 20
—63 mins
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: 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
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21.
Elder Law Ethics Jeopardy (Sep 2019)
Mary Alice Jackson, Rebecca C. Morgan
1.00
1.00
0.00
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Paper
(pdf)
7 pgs
Session 21
—60 mins
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: 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