eConference

2022 Estate Planning, Guardianship and Elder Law eConference

Contains material from Sep 2022

2022 Estate Planning, Guardianship and Elder Law eConference
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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.
2022 highlights include:
  • Hear the latest developments affecting planning and applications for Medicaid to pay for nursing home care and home care in Medicaid Update.
  • Test your knowledge of ethics rules in estate planning and probate in Ethics Jeopardy.
  • Address strategic planning for attorneys who counsel clients and their families seeking practical resolution of small crimes and misdemeanors related to aging, dementia, and/or mental health issues.
  • Review the rules that require attorneys to preserve client confidentiality and the often-overlooked rules that sometimes authorize and even require attorneys to disclose otherwise, confidential information in To Blab or Not to Blab.
  • Explore guardianship essentials, key issues, and alternatives—for up to 4.00 hours of Guardianship credit – including The Duty of Investment for Guardians of the Estate, Alternatives to Guardianship including Support Services, Role of the Guardian, and Role of the Ad Litem.
  • Get answers to your frequently—and sometimes infrequently—asked questions at the popular Ask the Experts panel.
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 No Materials

  • Total Credit Hours:
  • 14.25 | 4.75 ethics | 4.00 guardianship
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 9/30/2023

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1. You Never Give Me Your Money, You Only Give Me Your Funny Paper: Adventures in Will Drafting (Sep 2022)

Dianne Reis

0.50 0.00 0.00 0.50
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(mp4)
30 mins
(mp3)
30 mins
(pdf)
81 pgs
Slides
(pdf)
6 pgs
Session 1 —30 mins
0.50
You Never Give Me Your Money, You Only Give Me Your Funny Paper: Adventures in Will Drafting (Sep 2022)

Practice pitfalls, stupid testator tricks, and everything else that can go wrong before a will gets successfully drafted, executed, and probated. Join the speaker on a tour of cringe. Learn a thing or two about how to stop the damage. But no promises.

Originally presented: Aug 2022 Estate Planning, Guardianship and Elder Law Conference

Dianne Reis, Attorney at Law - Plano, TX

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2. Medicaid Update (Sep 2022)

H. Clyde Farrell, Meredith Ann Sullivan, Marilyn G. Miller

0.75 0.00 0.00 0.75
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(mp4)
48 mins
(mp3)
48 mins
(pdf)
39 pgs
(pdf)
67 pgs
(pdf)
11 pgs
(pdf)
14 pgs
Session 2 —48 mins
0.75
Medicaid Update (Sep 2022)

Latest developments affecting planning and applications for Medicaid to pay for nursing home care and home care.

Originally presented: Aug 2022 Estate Planning, Guardianship and Elder Law Conference

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

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3. Paying for Home Care and Arranging Home Care (Sep 2022)

Christina Lesher

0.75 0.00 0.00 0.75
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(mp4)
45 mins
(mp3)
45 mins
(pdf)
70 pgs
(pdf)
19 pgs
Session 3 —45 mins
0.75
Paying for Home Care and Arranging Home Care (Sep 2022)

Most clients want to stay at home for as long as possible as they age or if they become disabled. Funding care at home requires understanding of the different rules for home care using Veterans Benefits, Medicaid, Medicare, reverse mortgages, and long-term care insurance, as well as how the complexity of the interplay between the programs. A discussion of the wait time or interest list of the programs, as well as the approximate hours of benefits will be included. 

Originally presented: Aug 2022 Estate Planning, Guardianship and Elder Law Conference

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

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4. Utilizing Business Entities to Protect Your Business Assets (Sep 2022)

Ben King

0.75 0.00 0.00 0.75
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(mp4)
47 mins
(mp3)
46 mins
(pdf)
35 pgs
(pdf)
21 pgs
Session 4 —47 mins
0.75
Utilizing Business Entities to Protect Your Business Assets (Sep 2022)

Individuals all too often fail to properly separate their personal affairs from their family business, and this can be disastrous when it comes to asset protection and wealth preservation. The proper use of corporate entities can help protect your business related assets and wealth from various types of creditors — from debt collectors to judgment creditors and beyond — and can easily be incorporated into an individual’s overall estate plan.

Originally presented: Aug 2022 Estate Planning, Guardianship and Elder Law Conference

Ben King, Ross & Shoalmire, L.L.P. - Texarkana, TX

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5. The Duty of Investment for Guardians of the Estate (Sep 2022)

John B. Henry III

0.75 0.00 0.75 0.75 | 0.75 guardianship
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(mp4)
39 mins
(mp3)
39 mins
(pdf)
14 pgs
(pdf)
20 pgs
Session 5 —39 mins
0.75 | 0.75 guardianship
The Duty of Investment for Guardians of the Estate (Sep 2022)

Exploring applicable common law duties, statutory duties, and practical applications of how guardian invests and diversifies a ward’s estate.

Originally presented: Aug 2022 Estate Planning, Guardianship and Elder Law Conference

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

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6. Watch Your Step: Special Needs Trust Drafting and Administration Errors and Omissions (Sep 2022)

Joy M. Eckelkamp

0.50 0.00 0.00 0.50
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(mp4)
28 mins
(mp3)
27 mins
(pdf)
16 pgs
(pdf)
20 pgs
Session 6 —28 mins
0.50
Watch Your Step: Special Needs Trust Drafting and Administration Errors and Omissions (Sep 2022)

Review the most common drafting errors and omissions that hinder the Trustee of a Special Needs Trust from providing the trust beneficiary with their best life experience.

Originally presented: Aug 2022 Estate Planning, Guardianship and Elder Law Conference

Joy M. Eckelkamp, Rapp and Krock, PC - Houston, TX

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7. Alternatives to Guardianship including Supports and Services (Sep 2022)

Hon. Jason Cox, Taft Robinson

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)
45 pgs
Session 7 —59 mins
1.00 | 0.50 ethics | 1.00 guardianship
Alternatives to Guardianship including Supports and Services (Sep 2022)

Details about the vast possibilities of available, less restrictive, alternatives to guardianship including supports and services that may alleviate or limit the need for guardianship.

Originally presented: Aug 2022 Estate Planning, Guardianship and Elder Law Conference

Hon. Jason Cox, Harris County Probate Court #3 - Houston, TX
Taft Robinson, Disability Rights Texas - Houston, TX

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8. Estate Tax: Best Strategies for Estates and Gifts Leading Up to 2026 (Sep 2022)

Wesley L. Bowers, Bernard E. ("Barney") Jones, Norma Montalvo Petrosewicz

1.00 0.00 0.00 1.00
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(mp4)
60 mins
(mp3)
60 mins
(pdf)
100 pgs
Session 8 —60 mins
1.00
Estate Tax: Best Strategies for Estates and Gifts Leading Up to 2026 (Sep 2022)

The estate tax and gift tax exemptions are scheduled to roll back to about ½ of their current amounts at the end of 2025. A discussion on the latest strategies and best suggestions for utilizing the current larger exemptions before the roll back, with discussions to focus on planning opportunities for clients of varying net worth and practical issues facing decedent’s estates.

Originally presented: Aug 2022 Estate Planning, Guardianship and Elder Law Conference

Wesley L. Bowers, FizerBeck - Houston, TX
Bernard E. ("Barney") Jones, Attorney at Law - Houston, TX
Norma Montalvo Petrosewicz, Petrosewicz Law Firm, P.C. - Richmond, TX

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9. Top Things to Consider When Terminating a Trust (Sep 2022)

Zachary Wiewel

0.50 0.00 0.00 0.50
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(mp4)
28 mins
(mp3)
28 mins
(pdf)
46 pgs
Session 9 —28 mins
0.50
Top Things to Consider When Terminating a Trust (Sep 2022)

Terminating trusts can, and should, be done for a number of reasons in a variety of different circumstances. This presentation is going to help you identify those situations, guide you through important considerations when doing so, and provide you with some of the tools you may need.

Originally presented: Aug 2022 Estate Planning, Guardianship and Elder Law Conference

Zachary Wiewel, Texas Trust Law, PLLC - Austin, TX

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10. When Your Client May Have Diminished Capacity (Sep 2022)

John R. McNair, Michele Kosoy Goldberg

0.75 0.75 0.00 0.75 | 0.75 ethics
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(mp4)
40 mins
(mp3)
40 mins
(pdf)
20 pgs
(pdf)
15 pgs
Session 10 —40 mins
0.75 | 0.75 ethics
When Your Client May Have Diminished Capacity (Sep 2022)

In estate planning and elder law, attorneys often have clients that may be in some stage of diminished capacity. This creates ethical and legal issues for the attorney that can’t be ignored. Explore those issues and ways the attorney can navigate these turbulent waters.

Originally presented: Aug 2022 Estate Planning, Guardianship and Elder Law Conference

John R. McNair, J. McNair Dallas Law P.C. - Dallas, TX
Michele Kosoy Goldberg, Attorney at Law - Bellaire, TX

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11. Role of the Guardian (Sep 2022)

Hon. Polly Jackson Spencer

1.00 0.50 1.00 1.00 | 0.50 ethics | 1.00 guardianship
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(mp4)
61 mins
(mp3)
60 mins
(pdf)
83 pgs
Session 11 —61 mins
1.00 | 0.50 ethics | 1.00 guardianship
Role of the Guardian (Sep 2022)

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 2022 Estate Planning, Guardianship and Elder Law Conference

Hon. Polly Jackson Spencer, Senior Statutory Probate Judge, Retired - San Antonio, TX

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12. Role of the Ad Litem (Sep 2022)

Hon. Guy Herman

1.00 0.50 1.00 1.00 | 0.50 ethics | 1.00 guardianship
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(mp4)
57 mins
(mp3)
57 mins
(pdf)
145 pgs
Paper
(pdf)
2 pgs
(pdf)
16 pgs
Session 12 —57 mins
1.00 | 0.50 ethics | 1.00 guardianship
Role of the Ad Litem (Sep 2022)

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: Aug 2022 Estate Planning, Guardianship and Elder Law Conference

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

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13. Real Estate Issues in Elder Law (Sep 2022)

Rayito O. Stephens

0.75 0.00 0.00 0.75
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(mp4)
45 mins
(mp3)
45 mins
(pdf)
41 pgs
(pdf)
36 pgs
Session 13 —45 mins
0.75
Real Estate Issues in Elder Law (Sep 2022)

Review issues to better protect your clients, including homestead and agricultural exemptions; recent changes; to inspect or not, what could possibly go wrong; easements; and transactions with an affidavit of heirship within four years of date of death. 

Originally presented: Aug 2022 Estate Planning, Guardianship and Elder Law Conference

Rayito O. Stephens, Rayito O. Stephens Law Offices, PLLC - Pearland, TX

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14. What the Surviving Spouse Needs to Do, and What to Do if They Don’t (Sep 2022)

Glenn M. Karisch

0.75 0.25 0.00 0.75 | 0.25 ethics
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(mp4)
45 mins
(mp3)
45 mins
(pdf)
82 pgs
(pdf)
90 pgs
(pdf)
11 pgs
Session 14 —45 mins
0.75 | 0.25 ethics
What the Surviving Spouse Needs to Do, and What to Do if They Don’t (Sep 2022)

A practical discussion of the steps a surviving spouse can or should take when their spouse dies and what to do later if those steps are not taken.

Originally presented: Aug 2022 Estate Planning, Guardianship and Elder Law Conference

Glenn M. Karisch, The Karisch Law Firm, PLLC - Austin, TX

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15. Small Crimes and Misdemeanors Related to Aging, Dementia, and/or Mental Health Issues (Sep 2022)

Marilyn G. Miller, G. Gaye Thompson

0.50 0.00 0.00 0.50
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(mp4)
27 mins
(mp3)
27 mins
(pdf)
27 pgs
Session 15 —27 mins
0.50
Small Crimes and Misdemeanors Related to Aging, Dementia, and/or Mental Health Issues (Sep 2022)

A roadmap for attorneys who counsel clients and their families seeking practical resolution of these matters.

Originally presented: Aug 2022 Estate Planning, Guardianship and Elder Law Conference

Marilyn G. Miller, Marilyn G. Miller, Attorney at Law - Dripping Springs, TX
G. Gaye Thompson, Thompson & Tiemann LLP - Austin, TX

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16. Ethics Jeopardy (Sep 2022)

Wesley E. Wright

0.75 0.75 0.00 0.75 | 0.75 ethics
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(mp4)
43 mins
(mp3)
42 mins
Paper
(pdf)
3 pgs
(pdf)
42 pgs
Session 16 —43 mins
0.75 | 0.75 ethics
Ethics Jeopardy (Sep 2022)

Test your knowledge of ethics rules in estate planning and probate by engaging in this interactive series of questions and multiple choice answers as to what you would do in certain situations in your practice. This will precede a panel discussion of experts who will discuss the rules applicable to the scenarios presented during the electronic testing.

Originally presented: Aug 2022 Estate Planning, Guardianship and Elder Law Conference

Wesley E. Wright, Wright Abshire, Attorneys - Bellaire, TX

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17. To Blab or Not to Blab – Part 1 (Sep 2022)

Rita Alister, Bernard E. ("Barney") Jones, Ruth Ann Stiles

0.50 0.50 0.00 0.50 | 0.50 ethics
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(mp4)
35 mins
(mp3)
34 mins
(pdf)
35 pgs
Session 17 —35 mins
0.50 | 0.50 ethics
To Blab or Not to Blab – Part 1 (Sep 2022)

A review of the rules that require attorneys to preserve client confidentiality and the often-overlooked rules that sometimes authorize and even require attorneys to disclose otherwise, confidential information, including the Rules of Ethics, HIPAA and [other rules]. The panel members will focus on real world dilemmas facing estate planning and probate attorneys every day from their three perspectives of the private practitioner, the judge, and the State Bar Ethics Attorney.

Originally presented: Aug 2022 Estate Planning, Guardianship and Elder Law Conference

Rita Alister, State Bar of Texas - Austin, TX
Bernard E. ("Barney") Jones, Attorney at Law - Houston, TX
Ruth Ann Stiles, Harris County Probate Court One - Houston, TX

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18. To Blab or Not to Blab – Part 2 (Sep 2022)

Rita Alister, Bernard E. ("Barney") Jones, Ruth Ann Stiles

0.75 0.75 0.00 0.75 | 0.75 ethics
Preview Materials

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(mp4)
45 mins
(mp3)
45 mins
Paper
(pdf)
1 pgs
Session 18 —45 mins
0.75 | 0.75 ethics
To Blab or Not to Blab – Part 2 (Sep 2022)

A review of the rules that require attorneys to preserve client confidentiality and the often-overlooked rules that sometimes authorize and even require attorneys to disclose otherwise, confidential information, including the Rules of Ethics, HIPAA and [other rules]. The panel members will focus on real world dilemmas facing estate planning and probate attorneys every day from their three perspectives of the private practitioner, the judge, and the State Bar Ethics Attorney.

Originally presented: Aug 2022 Estate Planning, Guardianship and Elder Law Conference

Rita Alister, State Bar of Texas - Austin, TX
Bernard E. ("Barney") Jones, Attorney at Law - Houston, TX
Ruth Ann Stiles, Harris County Probate Court One - Houston, TX

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19. Ask the Experts (Sep 2022)

H. Clyde Farrell, Glenn M. Karisch, Marilyn G. Miller, Dianne Reis

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

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(mp4)
59 mins
(mp3)
59 mins
No Materials
(pdf)
1 pgs
Session 19 —59 mins
1.00 | 0.25 ethics | 0.25 guardianship
Ask the Experts (Sep 2022)

Hear a panel of seasoned experts 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: Aug 2022 Estate Planning, Guardianship and Elder Law Conference

H. Clyde Farrell, Farrell & Johnson PLLC - Austin, TX
Glenn M. Karisch, The Karisch Law Firm, PLLC - Austin, TX
Marilyn G. Miller, Marilyn G. Miller, Attorney at Law - Dripping Springs, TX
Dianne Reis, Attorney at Law - Plano, TX