Materials

2025 Live Conference coming up Jul 31 in San Antonio. Info and registration »
2025 Materials expected available 3-5 weeks from conference date.

The Estate Planning, Guardianship and Elder Law Conference, held on July 31 - August 1, 2025 at La Cantera Resort & Spa, San Antonio, TX, 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. Whether attending in person or via webcast, participants will benefit from a comprehensive program that addresses key issues and offers valuable insights from experienced professionals. Highlights and Learning Outcomes: Gain insights into recent changes in Medicaid law and policy, effective advocacy strategies, and the enrollment process for Medicare Parts A, B, C, and D. Learn how to recognize potential incapacity in clients, explore lesser restrictive alternatives to guardianship, and understand the practical applications of these alternatives. Discover strategies for handling special assets in estate planning and administration, including minerals, business interests, crypto, cattle, and promissory notes, as well as planning for ranch owners. Examine the ethical and practical uses of AI in law practice, understand the implications of licensed legal paraprofessionals, and explore the ethical considerations in estate planning. Bring your family and friends to a special after dinner dessert and drinks reception on Thursday evening from 7:30-8:30 p.m. Are you a TX NAELA Member? Come a day early and attend the 2025 TX NAELA Summer Conference! The Summer Conference is open ONLY to TX NAELA Members.

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 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 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 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 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 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. ​Review what matters now when drafting a durable power of attorney in Financial Powers of Attorney: Do You Want Fries With That Will?. Hear the latest legislative and agency updates, including a presentation by the Health and Human Services Commission (HHSC). A closer look at investigating allegations of abuse and exploitation; including a bank’s process of reporting fraud, the APS investigation process, and ultimate resolution of and ramifications resulting from exploitation allegations. Explore guardianship essentials, key issues, and alternatives—for up to 4.00 hours of Guardianship credit. Discuss the Medicaid Estate Recovery Program (MERP), its rules, requirements, and exemptions, and hear practical guidance for practitioners facing MERP claims. Get answers to your frequently—and sometimes infrequently—asked questions at the popular Ask the Experts panel. Earn up to 3.00 hours of legal ethics credit. New this year, join conference faculty and fellow colleagues at the Moody Gardens Aquarium for Thursday Evening's Networking Buffet and Reception sponsored by Frost Wealth Advisors. 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 2019 TX NAELA Summer Conference on July 31st!  The Summer Conference is open ONLY to TX NAELA Members.  TX NAELA Members can register for BOTH programs and attend their Summer Conference for free! Click here to get the special Member Rate when you jointly register for both conferences.

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. Learn about Medicaid friendly estate planning, including strategies for preparing your client for long-term care, and an explanation of multiple types of deeds and trusts. Gain insight on advising clients as they approach and surpass age 65, including insurance issues, planning for inheritance, and long-term care planning. Explore guardianship essentials, key issues and alternatives—for up to 4.50 hours of Guardianship credit. Identify common real estate issues that every estate planner, guardian or elder law attorney should know. Get answers to your frequently—and sometimes infrequently—asked questions at the popular Ask the Experts panel, and NEW this year, the Ask the Judges panel. Earn up to 3.25 hours of legal ethics credit. Join conference faculty and fellow colleagues at the Thursday Evening Networking Reception. 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 2018 TX NAELA Summer Conference on August 8!  The Summer Conference is open ONLY to TX NAELA Members.  TX NAELA Members can register for BOTH programs and attend their Summer Conference for free! Click here to get the special Member Rate when you jointly register for both conferences.

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.  Get practical guidance on updating key forms to reflect changes to the law Hear the latest developments in Medicaid law and walk through essential forms for Medicaid specialists and non-specialists Hear a panel of corporate trustees discuss how they administer the wills and trusts you draft and with tips for Drafting Wills and Trusts for Efficient Administration Discuss “pesky” probate issues, including working with creditors and claims, as well as options and alternatives to probating a will Explore key guardianship issues and alternatives—for up to 4.25 hours of Guardianship credit—including The Role of the Guardian, The Role of the Ad Litem, The Fourth Hour—Supports and Services: Underpinning the Less Restrictive Alternatives, and a review of the Texas Estate Code requirements for qualification of personal representative Hear the latest case law, legislative and agency updates, including a presentation by the Health and Human Services Commission (HHSC) Get answers to your questions at the popular Ask the Experts panel Earn up to 3.25 hours of legal ethics credit Join conference faculty and fellow colleagues at the Thursday Evening Networking Reception and then join us at the pool for an evening cookout 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 2017 TX NAELA Summer Conference on August 2!  The Summer Conference is open ONLY to TX NAELA Members.  TX NAELA Members can register for BOTH programs and SAVE! Click here to get the special Member Rate when you jointly register for both conferences.

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. Review key considerations and sample language in drafting wills and trusts, including The Anatomy of a Will and Best Practices in Drafting Revocable and Irrevocable Trusts. Discuss key probate issues, including working with creditors and claims, as well as procedures for “changing course” during the administration of an estate. Understand the scope of public benefits as it affects the elderly, and get tips on filing the perfect Medicaid application. Explore key guardianship issues and alternatives—for up to 4.75 hours of Guardianship credit—including Resolving Guardianship Disputes, Alternatives to Guardianship, and a discussion of the recently enacted Supported Decision-Making Agreement Act.  Hear the latest case law and agency updates, including presentations by the Health and Human Services Commission (HHSC) and Disability Rights Texas. Review tips and traps in managing your estate planning and elder law cases, including engagement letters, avoiding conflicts and information management; plus, hear a discussion on standards and best practices for determining a client’s level of capacity. Get answers to your questions at the popular Ask the Experts panel. Earn up to 2.75 hours of legal ethics credit. Join conference faculty and fellow colleagues at the Thursday Evening Networking Reception. 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?  Stay another day and attend the 2016 TX NAELA Summer Conference on August 12 and 13!  The Summer Conference is open ONLY to TX NAELA Members.  TX NAELA Members can register for BOTH programs and SAVE! Click here to get the special Member Rate when you jointly register for both conferences.

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. NEW: 1-hour presentation on Alternatives to Guardianship, moderated by Hon. Steven M. King; plus an array of guardianship essentials and hot topics—for up to 4.50 hours of Guardianship credit Hear the latest on the VA’s proposed changes to the Improved Pension laws and hear strategies for capitalizing on opportunities before the rules become final Explore the development and key components of elder law and gain a better understanding of the certifications (and criteria) used by various service and care providers Review the latest case law and legislative developments, including an in-depth look at recent decisions affecting Powers of Attorney Analyze select estate planning and probate topics including exempt property set-asides and family allowances in probate, credit shelter trusts, portability and basis adjustment, and much more Get answers to your questions at the popular Ask the Experts panel Earn up to 2.50 hours of legal ethics credit Network with conference faculty and fellow colleagues at the Thursday Evening Reception 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!