Materials

2025 Live Conference coming up Feb 6 in Austin. Info and registration »
2025 Materials expected available 3-5 weeks from conference date.

The 21st Annual Changes and Trends Affecting Special Needs Trusts brings together nationally recognized professionals in the SNT field, features the latest updates and hot topics, and offers a great set of materials including sample forms, drafting tips, sample language, and resources. Join us in-person only in Austin, TX. 

2024 Live Conference recently concluded Dec 6 More info »
2024 Materials expected available 3-5 weeks.

Join legendary Texas Law Professor Stanley M. Johanson as he leads his Estate Planning Workshop, which offers timely topics, lively discussion, and practical advice.   You’re also invited to register for our 72nd Annual Taxation Conference for the latest developments in tax regulations, policy, and legislation. Join us on Wednesday: Focus on Business Planning and/or Thursday: Focus on Tax Controversy.

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. 2024 Highlights: Medicaid Update and other Hot Topics discusses Medicaid advocacy strategies that are “hot,” either because they are new or because they are underutilized but work well. Hear updates on changes in defending against MERP claims and discuss continuing sticky situations. Test your knowledge of ethics rules in estate planning and probate in Ethics Jeopardy. Estate Planning Best Practices provides practical advice on how to avoid contests and other litigation related to estate planning drafting. Explore guardianship essentials, key issues, and alternatives—for up to 4.25 hours of Guardianship credit – including The Rules of Evidence in Guardianship Proceedings, Alternatives to Guardianship including Support Services, Mental Commitments vs. Guardianships, and Fee Petitions in Guardianship Cases. End each day with a moderated discussion of the day's topics by a panel of experts on Can We Talk? Parts 1 and 2 . Join conference faculty and fellow colleagues at the Thursday Evening Networking Reception. This conference is informative and informal—attendees and faculty are encouraged to bring the family! Are you a TX NAELA Member? Come a day early and attend the 2024 TX NAELA Summer Conference on August 7th! The Summer Conference is open ONLY to TX NAELA Members.  ​TX NAELA Members with a paid 2024 Estate Planning, Guardianship and Elder Law Conference registration will receive a $245 discount on their 2024 NAELA Summer Conference registration! Click here to get the special Member Rate when you jointly register for both conferences. Sponsorship Opportunities Available here.

The Texas Chapter of NAELA will have its annual meeting and conference in conjunction with the UT Law’s Estate Planning, Guardianship and Elder Law Conference at La Cantera Resort & Spa in San Antonio on Wednesday, August 7th. In addition to the annual meeting and award presentations, the conference presents topics and issues regarding various aspects in the area of Elder Law. Back This Year!  Are you a Texas NAELA member? Are you just beginning your practice in Medicaid planning? Are you overwhelmed or just not quite sure how to get started? Are you without help in putting the pieces together to work a case? There may be help for you this year at the Texas NAELA Summer Conference. Texas NAELA is offering a Workshop track at the Summer Conference for the first 24 registrants who RSVP  to participate in the Workshop when registering for the Conference. It will be a very hands-on, interactive case study from the initial client call to the possible appeal. Come casual and ready to work! There is a $75 materials fee that will be required to be paid when registering for the Workshop. You must be a member of both national NAELA and the TX NAELA Chapter to attend the summer conference. If you are not a member of NAELA and the TX Chapter of NAELA and would like to become one, please visit us online here for more information. Stay on and attend The University of Texas’ 26th Annual Estate Planning, Guardianship and Elder Law Conference on August 8-9, 2024. TX NAELA Members with a paid 2024 Estate Planning, Guardianship and Elder Law Conference registration will receive a $245 discount on their 2024 NAELA Summer Conference registration!   

The 20th Annual Changes and Trends Affecting Special Needs Trusts brings together nationally recognized professionals in the SNT field, features the latest updates and hot topics, and offers a great set of materials including sample forms, drafting tips, sample language, and resources.

Join legendary Texas Law Professor Stanley M. Johanson as he leads his Estate Planning Workshop, which offers timely topics, lively discussion, and practical advice.   You’re also invited to register for our 71st Annual Taxation Conference for the latest developments in tax regulations, policy, and legislation. Join us on Wednesday: Focus on Business Planning and/or Thursday: Focus on Tax Controversy.

Don't miss the 33rd Annual Entertainment Law Institute (ELI), now co-sponsored by The University of Texas School of Law and the Entertainment and Sports Law Section of the State Bar of Texas. ELI continues to bring together an outstanding faculty of nationally-regarded practitioners and industry insiders to keep entertainment lawyers up to date on the latest emerging trends, issues and breaking developments in music, film, games, and digital media.    Are you a 1st or 2nd year attorney? Attend for just $195! Call 512.475.6700 to register. Join us a day early for Entertainment Law 101—a perfect overview for new entrants to the field, or a refresher for more seasoned practitioners. Learn what it takes to become a sports lawyer, understand the ins and outs of running an independent music business, gain the essentials of copyright and trademark law for working in the arts, and more. WEDNESDAY ELI WELCOME EVENT! Following the 101 program, join TESLAW at Scholz's Biergarten and Bowling Alley for food, fun and bowling! Free for ALL conference attendees and faculty. Further details will be provided closer to the event.

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! Are you a TX NAELA Member? Come a day early and attend the 2023 TX NAELA Summer Conference on August 9th! The Summer Conference is open ONLY to TX NAELA Members.  TX NAELA Members with a paid 2023 Estate Planning, Guardianship and Elder Law Conference registration can attend the 2023 NAELA Summer Conference for free! Click here to get the special Member Rate when you jointly register for both conferences.

The Texas Chapter of NAELA will have its annual meeting and conference in conjunction with the UT Law’s Estate Planning, Guardianship and Elder Law Conference Moody Gardens in Galveston on Wednesday, August 9th. In addition to the annual meeting and award presentations, the conference presents topics and issues regarding various aspects in the area of Elder Law. Back This Year!  Are you a Texas NAELA member? Are you just beginning your practice in Medicaid planning? Are you overwhelmed or just not quite sure how to get started? Are you without help in putting the pieces together to work a case? There may be help for you this year at the Texas NAELA Summer Conference. Texas NAELA is offering a Workshop track at the Summer Conference for the first 24 registrants who RSVP  to participate in the Workshop when registering for the Conference. It will be a very hands-on, interactive case study from the initial client call to the possible appeal. Come casual and ready to work! If you are not a member of NAELA and would like to become one, please visit us online here for more information. Stay on and attend The University of Texas’ 25th Annual Estate Planning, Guardianship and Elder Law Conference on August 10-11, 2023.  TX NAELA Members with a paid 2023 Estate Planning, Guardianship and Elder Law Conference registration can attend the 2023 NAELA Summer Conference for free! 

The 19th Annual Changes and Trends Affecting Special Needs Trusts brings together nationally recognized professionals in the SNT field, features the latest updates and hot topics, and offers a great set of materials including sample forms, drafting tips, sample language, and resources. This year’s program includes: Thomas Foley, Executive Director of the National Disability Institute, will present Changing Expectations that reviews the cutting-edge programs that have helped people on SSI and SSDI earn more. An overview of special needs trusts essentials, including Special Needs Trusts 101, and Redlining the Basics of a SNT. What Happens When the Public Health Emergency Ends?, explores what to expect when the COVID-19 health emergency ends. Gain insight into resources in the legal, business development and practice management areas that may be helpful for building and growing a special needs planning practice Explore strategies for using a SNT to preserve means tested benefits for a minor child receiving child support. 3.00 hours of ethics credit, including Hazards of the Special Needs Trust Fairness Act – Assessing Beneficiary Capacity to Establish a SNT; Who Pays the Attorney’s Fees in Trust Litigation?. Network with program faculty, colleagues, and exhibitors at the Thursday Evening Reception. Following the conference, attendees will receive supplemental on-demand programming to ensure they are able to satisfy their full 15.00/3.00 Texas MCLE requirement.

Join legendary Texas Law Professor Stanley M. Johanson as he leads his Estate Planning Workshop, which offers timely topics, lively discussion, and practical advice.   You’re also invited to register for our 70th Annual Taxation Conference for the latest developments in tax regulations, policy, and legislation. Join us on Wednesday: Focus on Controversy and/or Thursday: Focus on Business Transactions.

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. Join conference faculty and fellow colleagues at the Thursday Evening Networking Reception. Following the conference, attendees will receive a bonus eSupplement to ensure practitioners can earn their required 15.00/3.00 Texas MCLE hours for the year. 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! Are you a TX NAELA Member? Come a day early and attend the 2022 TX NAELA Summer Conference on August 3rd! The Summer Conference is open ONLY to TX NAELA Members.  TX NAELA Members with a paid 2022 Estate Planning, Guardianship and Elder Law Conference registration can attend the 2022 NAELA Summer Conference for free! Click here to get the special Member Rate when you jointly register for both conferences.

The Texas Chapter of NAELA will have its annual meeting and conference in conjunction with the UT Law’s Estate Planning, Guardianship and Elder Law Conference Moody Gardens in Galveston on Wednesday, August 3rd. In addition to the annual meeting and award presentations, the conference presents topics and issues regarding various aspects in the area of Elder Law. Highlights include: Medical Necessity presents tips and tricks to evaluate clients for medical necessity. MERP: Post-Death Practical tips provides a practical guide for handling Medicaid Estate Recovery Program claims after the death of Medicaid recipient. How to Craft the “Perfect” Power of Attorney: The Never-ending Search examines the pitfalls of powers of attorney and the possible solutions for various family and financial needs. If you are not a member of NAELA and would like to become one, please visit texasnaela.com for more information. Stay on and attend The University of Texas’ 24th Annual Estate Planning, Guardianship and Elder Law Conference on August 4-5, 2022.  TX NAELA Members with a paid 2022 Estate Planning, Guardianship and Elder Law Conference registration can attend the 2022 NAELA Summer Conference for free! 

The 18th Annual Changes and Trends Affecting Special Needs Trusts brings together nationally recognized professionals in the SNT field, features the latest updates and hot topics, and offers a great set of materials including sample forms, drafting tips, sample language, and resources. This year’s program includes:   A special luncheon presentation from Thomas Foley, Executive Director of the National Disability Institute. An overview of special needs trusts essentials, including information on SNT basics, updates on maximizing public benefits, and ABLE updates. Explore the art of focusing client appointments and staying on track, with Initial Client Meeting Guidance and Resources. The Case Law Updates provides an analysis of recent Texas and national cases and legislation involving special needs trusts and ancillary issues. Explore how Third-Party SNTs are taxed and how the failure to plan properly can affect the quality of life of the beneficiary. Gain answers and clarity around the confusion and questions surrounding the benefits available to special needs children of retired, wartime veterans. Network with program faculty, colleagues, and exhibitors at the Thursday Evening Reception.

Join legendary Texas Law Professor Stanley M. Johanson as he leads his Estate Planning Workshop, which offers timely topics, lively discussion, and practical advice.   Examine Recent Developments Affecting Estate Planning and the most current updates and “hot” estate planning topics with Professor Johanson. Explore current issues in estate and gift tax audits, and learn how to draft and interpret trust distribution provisions. Gain insights and hear planning implications in Looking Far (And Not So Far) Ahead: Texas's New Rule Against Perpetuities for Trusts. You’re also invited to register for Wednesday’s 69th Annual Taxation Conference for the latest developments in tax regulations, policy, and legislation.

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. 2021 highlights include: Hear an update on new legislation impacting estate planning, guardianships, trusts and related practice areas.  Insight into Paying for Home Care in the Pandemic and Beyond: Medicaid and VA Benefits. Gain practice tips and discuss forms for the creation of a temporary guardianship and other emergency relief. 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. New This Year – Join us Friday morning for informative breakout discussions on the issues most relevant to your practice. Following the conference, attendees will receive a bonus eSupplement to ensure practitioners can earn their required 15.00/3.00 Texas MCLE hours for the year.

The 17th Annual Changes and Trends Affecting Special Needs Trusts virtually brings together nationally recognized professionals in the SNT field, features the latest updates and hot topics, and offers a great set of materials including sample forms, drafting tips, sample language, and resources. This year’s virtual program includes:   An overview of special needs trusts essentials, including information on SNT basics, updates on maximizing public benefits, transfers to pooled trusts, and ABLE updates and basics. SNT Lagniappe – Forms to Support Your SNT Practice. The Masters of SNT—What I Know Now That I Wish I Had Known Back Then. Learn about tax basics of a SNT along with information on planning for the estate tax exemption. Insight on the housing problems and solutions for housing beneficiaries and real estate in trusts. A variety of other SNT topics, including program benefits for family caregivers, guiding family trustees, reporting for trusts, SSI applications process for children and adults, and more. A virtual exhibit hall highlighting the services and products offered by our sponsors and exhibitors. Following the webcast, attendees will receive a free, on-demand eSupplement that will bring their total available hours to 15.00, including 3.00 hours of ethics.

Join legendary UT Law Professor Stanley M. Johanson as he leads his Estate Planning Workshop, which offers timely topics, lively discussion and practical advice. And join us on Wednesday for the 68th Annual Taxation Conference for the latest developments in tax regulations, policy and legislation.

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.  2020 highlights include: 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, including new COVID-19 policies, 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 

The 16th Annual Changes and Trends Affecting Special Needs Trusts brings together nationally recognized professionals in the SNT field, features the latest updates and hot topics, and offers a great set of materials including sample forms, drafting tips, sample language, and resources. This year’s program includes: An overview of special needs trusts essentials, including SNT Basics, Pooled SNTs: Guidelines for Best Practices, Maximizing Public Benefits (Basics), and Emerging Trends in SNTs. Learn about the New POMs Clarification on the Fee Approval Requirements. The SSA’s Regional Trust Leads discuss the regional centralization of the SSI trust review business process, including 2019 POMS updates. Learn tools and specific recommendations of large and small distributions for evaluating requests in part through quality of life considerations. An overview of support issues in divorce cases involving children and spouses with disabilities and the use of SNTs to protect benefits. Interplay of Guardians and Trustees In and Out of Court + Administering SNTs Established in Other States and Other SSA Regions. A variety of other SNT topics, including Protecting and Maximizing Public Benefits (Advanced), Public Benefits for Children, IRA and SNTs, social security fee petitions, and more. Network with program faculty, colleagues, and exhibitors at the Thursday Evening Reception.