eConference

2020 Estate Planning, Guardianship, and Elder Law eConference

Contains material from Sep 2020

2020 Estate Planning, Guardianship, and Elder Law eConference
4.34 out of 5 stars
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It wasn't bad, all things considered. It's a tough time to do this.


Comments from the 2020 Elder Law Live Webcast

Need to have papers that provide specific info to support the presentations including law and statutes

You did an excellent job with these difficult circumstances. The online conference was well done.

No suggestions. Hope we can have an in-person conference next year - as does everyone.

Most informative and appreciate all that was done to put this together and all speaker presentations were excellent; loved the five minute breaks.

LOVE the live video format and hope its continues! I know folks want to again do onsite, but I would hope this will still be offered. It stays on time better, no travel worries, cheaper with no hotel, not hot/cold all the time, just overall a much better experience than I would have thought. The 5 minutes between each one also very helpful and the live chat is great! So please - please - keep offering this format!!!

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. This conference is informative and informal—attendees and faculty are encouraged to dress “beach casual” and bring the family to enjoy Moody Gardens on Galveston Island!
  • Gain insight into the SECURE Act
  • Hear the latest developments affecting planning and applications for Medicaid to pay for nursing home care and home care in Medicaid Update.
  • Examine an overview of changes and suggested good practices in resolving MERP issues.
  • Review some of the ethical issues created by estate planning for blended families.
  • Explore guardianship essentials, key issues, and alternatives—for up to 4.00 hours of Guardianship credit.
  • Get answers to your frequently—and sometimes infrequently—asked questions at the popular Ask the Experts panel.
  • Earn up to 3.50 hours of legal ethics credit 
  • Back by popular demand, join conference faculty and fellow colleagues at the Moody Gardens Aquarium for Thursday Evening's Networking Buffet and Reception.
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.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 15.00 | 3.50 ethics | 4.00 guardianship
  • Credit Info
  • TX, CA
  • Specialization: Estate Planning and Probate Law | Tax Law
  • TX MCLE credit expires: 8/31/2021

Preview mode. You must be signed in and have purchased this eConference to have full access.
Preview Sessions
Credit

1. Leaving IRAs to a Trust (Sep 2020)

Tresi Weeks

0.50 0.00 0.00 0.50
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(mp4)
31 mins
(mp3)
32 mins
(pdf)
77 pgs
(pdf)
35 pgs
Session 1 — 31 mins, credit 0.50
Leaving IRAs to a Trust (Sep 2020)

Many clients have significant IRAs and 401(k)s, which we must plan for when preparing their estate plans. Learn the basic rules for naming a trust for children as a beneficiary of IRAs and 401(k)s, including Designated Beneficiary and Stretch IRA rules. Explore the requirements and impact of various trust options, including see-through, conduit, accumulation and special needs trusts.

Originally presented at: Jul 2020 Estate Planning, Guardianship and Elder Law Conference

Tresi Weeks, The Weeks Law Firm, PLLC - Plano, TX

2. Feeling Insecure About Beneficiary Designations? (Sep 2020)

Dianne Reis

0.50 0.00 0.00 0.50
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(mp4)
29 mins
(mp3)
29 mins
(pdf)
26 pgs
(pdf)
10 pgs
Session 2 — 29 mins, credit 0.50
Feeling Insecure About Beneficiary Designations? (Sep 2020)

The SECURE Act took away the stretch-out for many IRA beneficiaries, while making it even harder to use what few options are left. Join us for a guide to the impossible.

Originally presented at: Jul 2020 Estate Planning, Guardianship and Elder Law Conference

Dianne Reis, Attorney at Law - Plano, TX

3. Overview of Medicaid Planning (Sep 2020)

Pi-Yi Mayo

0.50 0.00 0.00 0.50
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(mp4)
31 mins
(mp3)
31 mins
(pdf)
18 pgs
(pdf)
9 pgs
Session 3 — 31 mins, credit 0.50
Overview of Medicaid Planning (Sep 2020)

What non-elder law attorneys need to know about planning for long-term care. 

Originally presented at: Jul 2020 Estate Planning, Guardianship and Elder Law Conference

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

4. Medicaid Update (Sep 2020)

H. Clyde Farrell, Marilyn G. Miller

0.75 0.25 0.00 0.75 | 0.25 ethics
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(mp4)
47 mins
(mp3)
46 mins
(pdf)
50 pgs
Session 4 — 47 mins, credit 0.75 | 0.25 ethics
Medicaid Update (Sep 2020)

Latest developments affecting planning and applications for Medicaid to pay for nursing home care and home care, including new COVID-19 policies, new policies exempting certain retirement accounts from countable assets, status of Lady Bird Deeds and Transfer on Death Deeds, current Medicare and Medicaid eligibility numbers, summary of all 109 Texas Medicaid programs (and 9 other means-tested benefits).

Originally presented at: Jul 2020 Estate Planning, Guardianship and Elder Law Conference

H. Clyde Farrell, Farrell & Johnson PLLC - Austin, TX
Marilyn G. Miller, Marilyn G. Miller, Attorney at Law - Dripping Springs, TX

5. Morals From the Courthouse: A Study of Recent Texas Cases Impacting the Wills, Probate, and Trust Practice (Sep 2020)

Elisa Dillard Rainey

0.75 0.25 0.00 0.75 | 0.25 ethics
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(mp4)
46 mins
(mp3)
46 mins
(pdf)
17 pgs
(pdf)
30 pgs
Session 5 — 46 mins, credit 0.75 | 0.25 ethics
Morals From the Courthouse: A Study of Recent Texas Cases Impacting the Wills, Probate, and Trust Practice (Sep 2020)

Discuss recent judicial developments relating to the Texas law of intestacy, wills, estate administration, trusts, and other estate planning matters.

Originally presented at: Jul 2020 Estate Planning, Guardianship and Elder Law Conference

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

6. Top Ten Medicaid Estate Recovery Issues - 2019 and Forward (Sep 2020)

Patricia F. Sitchler

0.75 0.50 0.00 0.75 | 0.50 ethics
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(mp4)
46 mins
(mp3)
47 mins
(pdf)
13 pgs
Session 6 — 46 mins, credit 0.75 | 0.50 ethics
Top Ten Medicaid Estate Recovery Issues - 2019 and Forward (Sep 2020)

Texas Health and Human Services Commission and Office of Inspector General-MERP resolved several MERP issues in 2019 and early 2020 but there are still outstanding issues that must be addressed by practitioners. The author will provide an overview of changes and suggested good practices in resolving MERP issues.

Originally presented at: Jul 2020 Estate Planning, Guardianship and Elder Law Conference

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

7. Reasons to Live in Sin After 65 (Sep 2020)

John K. Ross IV

0.50 0.00 0.00 0.50
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(mp4)
31 mins
(mp3)
30 mins
(pdf)
21 pgs
Session 7 — 31 mins, credit 0.50
Reasons to Live in Sin After 65 (Sep 2020)

Getting married later in life comes with a number of potentially negative consequences. Explore the bigger threats and possible solutions. 

Originally presented at: Jul 2020 Estate Planning, Guardianship and Elder Law Conference

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

8. E-Signing of Wills and Other Documents (Sep 2020)

Bryn A. Poland, William D. Pargaman

0.50 0.00 0.00 0.50
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(mp4)
29 mins
(mp3)
28 mins
(pdf)
34 pgs
(pdf)
26 pgs
(pdf)
25 pgs
Session 8 — 29 mins, credit 0.50
E-Signing of Wills and Other Documents (Sep 2020)

On-Line Notary, Unsworn Declarations, and Remote signings during a pandemic and after. Examine how to get client documents signed in light of COVID-19 and beyond.  

Originally presented at: Jul 2020 Estate Planning, Guardianship and Elder Law Conference

Bryn A. Poland, Mayo & Poland PLLC - Baytown, TX
William D. Pargaman, Saunders Norval Pargaman & Atkins, LLP - Austin, TX

9. Did I Do That? Understanding Supports and Services and Alternatives to Guardianship (Sep 2020)

John B. Henry III

1.00 0.50 1.00 1.00 | 0.50 ethics | 1.00 guardianship
Preview Materials

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(mp4)
59 mins
(mp3)
59 mins
(pdf)
18 pgs
(pdf)
37 pgs
Paper
(pdf)
4 pgs
(pdf)
18 pgs
Session 9 — 59 mins, credit 1.00 | 0.50 ethics | 1.00 guardianship
Did I Do That? Understanding Supports and Services and Alternatives to Guardianship (Sep 2020)

Exploring the range of supports and services and alternatives to guardianship and a decision tree to determine the necessity of a guardianship in the continuum of care.

Originally presented at: Jul 2020 Estate Planning, Guardianship and Elder Law Conference

John B. Henry III, Law Office of John B. Henry, III, PLLC - Bellaire, TX

10. Waltzing Guardianships Across Texas (Sep 2020)

Kelly M. Cross

0.75 0.00 0.75 0.75 | 0.75 guardianship
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(mp4)
43 mins
(mp3)
43 mins
(pdf)
9 pgs
Session 10 — 43 mins, credit 0.75 | 0.75 guardianship
Waltzing Guardianships Across Texas (Sep 2020)

Learn the 5 W’s of transferring a guardianship within the boundaries of Texas.

Originally presented at: Jul 2020 Estate Planning, Guardianship and Elder Law Conference

Kelly M. Cross, Law Offices of Chris Pettit and Associates, P.C. - Seguin, TX

11. Estate Planning For Blended Families (Sep 2020)

John R. McNair

0.50 0.00 0.00 0.50
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(mp4)
29 mins
(mp3)
29 mins
(pdf)
56 pgs
(pdf)
11 pgs
Session 11 — 29 mins, credit 0.50
Estate Planning For Blended Families (Sep 2020)

We live in a time when many estate planning clients don’t fit into the mold of the “traditional family” with one marriage and children from that marriage. Many clients are in second marriages with his kids, her kids, their kids, etc. It provides a challenging planning landscape. Review some of the ethical issues created by this planning, explore various planning techniques, as well as techniques to avoid, and techniques that might be better to address the potential conflicts associated with this situation.

Originally presented at: Jul 2020 Estate Planning, Guardianship and Elder Law Conference

John R. McNair, J. McNair Dallas Law P.C. - Dallas, TX

12. Fixing Real Estate Headaches: Deeds, Trusts, and Title Issues (Sep 2020)

Christopher D. Jones

0.50 0.00 0.00 0.50
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(mp4)
28 mins
(mp3)
28 mins
(pdf)
33 pgs
(pdf)
10 pgs
Session 12 — 28 mins, credit 0.50
Fixing Real Estate Headaches: Deeds, Trusts, and Title Issues (Sep 2020)

An overview of how to identify and address real estate issues unique to estate planners such erroneous deeds (possibly from years ago), chain of title errors, lost trusts, and more.

Originally presented at: Jul 2020 Estate Planning, Guardianship and Elder Law Conference

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

13. Delusional Drafters and the Consequences for Tyrannized Trustees (Sep 2020)

Lynnelle Loke Moore, Nancy Sosa

0.75 0.25 0.00 0.75 | 0.25 ethics
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(mp4)
46 mins
(mp3)
45 mins
(pdf)
12 pgs
(pdf)
13 pgs
Session 13 — 46 mins, credit 0.75 | 0.25 ethics
Delusional Drafters and the Consequences for Tyrannized Trustees (Sep 2020)

Examine common drafting mistakes seen by trustees.

Originally presented at: Jul 2020 Estate Planning, Guardianship and Elder Law Conference

Lynnelle Loke Moore, Loke Moore Law, PLLC - San Antonio, TX
Nancy Sosa, Cadence Bank - Austin, TX

14. Role of the Guardian (Sep 2020)

Craig Hopper

1.00 0.50 1.00 1.00 | 0.50 ethics | 1.00 guardianship
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(mp4)
60 mins
(mp3)
60 mins
(pdf)
32 pgs
Session 14 — 60 mins, credit 1.00 | 0.50 ethics | 1.00 guardianship
Role of the Guardian (Sep 2020)

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: Jul 2020 Estate Planning, Guardianship and Elder Law Conference

Craig Hopper, Hopper Mikeska, PLLC - Austin, TX

15. Role of the Ad Litem (Sep 2020)

Hon. Steve M. King

1.00 0.50 1.00 1.00 | 0.50 ethics | 1.00 guardianship
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(mp4)
59 mins
(mp3)
59 mins
(pdf)
136 pgs
(pdf)
49 pgs
Session 15 — 59 mins, credit 1.00 | 0.50 ethics | 1.00 guardianship
Role of the Ad Litem (Sep 2020)

A review 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: Jul 2020 Estate Planning, Guardianship and Elder Law Conference

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

16. Independent Administration Checklist for New Practitioners (Sep 2020)

Hon. Guy Herman

0.75 0.00 0.00 0.75
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(mp4)
45 mins
(mp3)
45 mins
Paper
(pdf)
3 pgs
Paper
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28 pgs
Paper
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Session 16 — 45 mins, credit 0.75
Independent Administration Checklist for New Practitioners (Sep 2020)

A guide to opening an independent administration in both testate and intestate estates. Explore of the benefits and detriments of an independent administration in the post-COVID-19 world.

Originally presented at: Jul 2020 Estate Planning, Guardianship and Elder Law Conference

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

17. Probate Avoidance – Non-Testamentary Planning Choice (Sep 2020)

Paul Premack

0.50 0.00 0.00 0.50
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(mp4)
30 mins
(mp3)
29 mins
(pdf)
37 pgs
(pdf)
11 pgs
Session 17 — 30 mins, credit 0.50
Probate Avoidance – Non-Testamentary Planning Choice (Sep 2020)

Examine possible replies when your client says “I don’t want my family to suffer through a probate”. What options are available? Is probate ever the better choice?

Originally presented at: Jul 2020 Estate Planning, Guardianship and Elder Law Conference

Paul Premack, The Premack Law Office - San Antonio, TX

18. How Clients Can Avoid Becoming a Burden on Devoted Children (Sep 2020)

Renée C. Lovelace

0.50 0.00 0.00 0.50
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(mp4)
30 mins
(mp3)
30 mins
(pdf)
43 pgs
(pdf)
18 pgs
Session 18 — 30 mins, credit 0.50
How Clients Can Avoid Becoming a Burden on Devoted Children (Sep 2020)

When a client's children serve as caregivers, care coordinators, and fiduciaries, they face costs and risks not faced by a client’s other family members. Explore ways in which clients may be able to reduce risks or burdens to devoted children while protecting their own care and control.

Originally presented at: Jul 2020 Estate Planning, Guardianship and Elder Law Conference

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

19. Out of the Woodwork: Unethical Practices by Geriatric Professionals (Sep 2020)

Christina Lesher

0.50 0.50 0.00 0.50 | 0.50 ethics
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(mp4)
30 mins
(mp3)
30 mins
(pdf)
21 pgs
(pdf)
8 pgs
Session 19 — 30 mins, credit 0.50 | 0.50 ethics
Out of the Woodwork: Unethical Practices by Geriatric Professionals (Sep 2020)

With the increase of an aging population, comes an increase in service providers willing and wanting to help older adults. Not every professional has the client's best interest in mind. A summary of professionals that may take advantage of clients and how to spot them will be discussed, as well as what type of credentialing the professionals should have.

Originally presented at: Jul 2020 Estate Planning, Guardianship and Elder Law Conference

Christina Lesher, The Law Office of Christina Lesher, PC - Houston, TX

20. Bonds, Inventories, and Accountings (Sep 2020)

Hon. Steve M. King

0.75 0.00 0.00 0.75
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(mp4)
45 mins
(mp3)
45 mins
(pdf)
67 pgs
(pdf)
24 pgs
Session 20 — 45 mins, credit 0.75
Bonds, Inventories, and Accountings (Sep 2020)

A practical overview of the statutory requirements for bonds, inventories and accountings, both annual and final, in supervised probate and guardianship proceedings.

Originally presented at: Jul 2020 Estate Planning, Guardianship and Elder Law Conference

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

21. When the Best Defense is a Good Offense (Sep 2020)

Marilyn G. Miller, Hon. Michael Newman

0.75 0.00 0.00 0.75
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(mp4)
45 mins
(mp3)
45 mins
(pdf)
11 pgs
Session 21 — 45 mins, credit 0.75
When the Best Defense is a Good Offense (Sep 2020)

Has a client ever told you “it not complicated, I just need a simple will”? Explore some potential problems that might be avoided with careful drafting and what to do if you need to defend your client’s position. 

Originally presented at: Jul 2020 Estate Planning, Guardianship and Elder Law Conference

Marilyn G. Miller, Marilyn G. Miller, Attorney at Law - Dripping Springs, TX
Hon. Michael Newman, Harris County Probate Court No. 2 - Houston, TX

22. Ask the Experts (Sep 2020)

H. Clyde Farrell, Craig Hopper, Marilyn G. Miller

1.00 0.25 0.25 1.00 | 0.25 ethics | 0.25 guardianship
Preview Materials

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(mp4)
57 mins
(mp3)
57 mins
Session 22 — 57 mins, credit 1.00 | 0.25 ethics | 0.25 guardianship
Ask the Experts (Sep 2020)

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. Please submit your questions in advance to ConferenceQA@utcle.org.

Originally presented at: Jul 2020 Estate Planning, Guardianship and Elder Law Conference

H. Clyde Farrell, Farrell & Johnson PLLC - Austin, TX
Craig Hopper, Hopper Mikeska, PLLC - Austin, TX
Marilyn G. Miller, Marilyn G. Miller, Attorney at Law - Dripping Springs, TX

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