University of Texas School of Law

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Stanley M. Johanson
2018 Estate Planning

The tradition continues—Professor Stanley M. Johanson’s popular one-day Estate Planning Workshop offers timely topics, lively discussion and practical advice.   more

2018 Live Conference coming up Nov 16 in Austin. Info and registration »
2018 Materials expected available 3-5 weeks from conference date.



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2018 Elder Law

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. more

2018 Live Conference recently concluded Aug 10 More info »
2018 Materials expected available 3-5 weeks.



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2018 Texas NAELA Summer Conference

2018 Live Conference recently concluded Aug 8 More info »
2018 Materials expected available 3-5 weeks.

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Changes and Trends Affecting
2018 Special Needs Trusts

The 14th 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: Special needs trusts basics including current trends and pitfalls with Craig C. Reaves, plus an overview and understanding of available public benefits programs. A special presentation from the Social Security Administration’s Regional Trust Review Team with must-have insight on the review process; plus updates, advice, and practice tips for practitioners from Mary E. O’Byrne and Kenneth Brown. Case law and legislative updates from Mary Alice Jackson. The latest developments in the use of ABLE accounts; plus practical discussion on using (or not using) ABLE with Stephen W. Dale, Haley D. Greer, and Nancy Sosa. Practical applications in the intersection of real estate and special needs trusts. Current issues and trends from the Texas Health and Human Services Commission (HHSC) and the Centers for Medicare & Medicaid Services (CMS). Discussion on a variety of other SNT essentials, including decanting and SNTs, understanding structured settlements, and more. If you work with special needs trusts—or want to learn how to use, draft, fund, and administer them—don't miss this program! more

2019 Live Conference coming up Feb 7 in Austin. Info and registration »
2019 Materials expected available 3-5 weeks from conference date.



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Stanley M. Johanson
2017 Estate Planning

The tradition continues—Professor Stanley M. Johanson’s popular one-day Estate Planning Workshop 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 Stanley M. Johanson. Learn the best practices to make distributions from trusts and estates while making sure the fiduciary is protected and the files are complete. Explore Non-Probate Transfers of All Kinds with Steven D. Baker, Giordani, Swanger, Ripp & Jetel Analyze practical and ethical concerns faced by practitioners, and discuss the hot-button issues stemming from recent cases, rulings, and regulation in the Estate Planning Workshop featuring all Workshop faculty Come on Wednesday for the 65th Annual Taxation Conference for the latest developments in tax regulations, policy and legislation. more




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2017 Elder Law

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 Are you a TX NAELA Member?  Consider 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. more




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2017 Texas NAELA Summer Conference

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Changes and Trends Affecting
2017 Special Needs Trusts

The 13th 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: Essentials for special needs trusts decision-making, including a practical “decision tree” analysis for determining the need for and type of SNT from Craig. C. Reaves, plus the fundamental rules for protecting your client’s eligibility for SSI and Medicaid A special presentation from the Social Security Administration’s Regional Trust Review Team with must-have insight on the review process and opinions on amending trusts; plus Neal Winston with advice and tips for practitioners in handling the trust review process Strategies and best practices for maintaining SSI eligibility once an SNT is created with Patricia F. Sitchler and Nancy Sosa Practical applications and case studies demonstrating the use of ABLE Accounts and special needs trusts from Stephen W. Dale A HIPAA Compliance Survival Guide to protect you and your practice from fines and penalties after the expansion of Texas House Bill 300 Tips and challenges in planning for the crowdfunding beneficiary from Mary Alice Jackson Supported Decision-Making Agreements and understanding key issues and pitfalls in representing parties using these agreements Current issues and trends from the Texas Health and Human Services Commission (HHSC) Discussion on a variety of other SNT essentials, including Decanting and SNTs; SNT Modification and Reformations; and more An interactive presentation on the Ethics of Joint Representation with Rebecca C. Morgan If you work with special needs trusts—or want to learn how to use, draft, fund and administer them—don't miss this program!   more




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Stanley M. Johanson
2016 Estate Planning

The tradition continues—Professor Stanley M. Johanson’s popular one-day Estate Planning Workshop offers timely topics, lively discussion and practical advice.  more




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2016 Elder Law

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 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. Earn up to 2.75 hours of legal ethics credit. more




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Changes and Trends Affecting
2016 Special Needs Trusts

The 12th 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 presentation from the Social Security Administration’s Regional Trust Review Team with must-have insight on the review process and opinions on amending trusts; plus Neal Winston with advice and tips for practitioners in handling the trust review process Updates on recent Texas legislation, including the possible impacts of new Supported Decision-Making Agreement Act, and exploration of the Texas ABLE Act with Stephen W. Dale A review of special needs trusts basics, including essential drafting tips and clauses from Craig C. Reaves; and the fundamental rules for protecting you client’s eligibility for SSI and Medicaid Current issues and trends from the Texas Health and Human Services Commission (HHSC) Discussion on SNTs and tax planning, as well as a specific guidance on IRAs and SNTs An exploration of veteran’s benefits and their impact on SNT planning An in-depth look at the value of consulting with an SNT attorney in winding up PI litigation to preserve benefits and avoid unintended consequences with Patricia F. Sitchler Earn up to 2.50 hours of ethics If you work with special needs trusts—or want to learn how to use, draft, fund and administer them—don't miss this program! more




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Stanley M. Johanson
2015 Estate Planning

The tradition continues—Professor Stanley M. Johanson’s popular one-day Estate Planning Workshop offers timely topics, lively discussion and practical advice, including: Recent Developments Affecting Estate Planning and related trending issues, taught by Professor Johanson Learning the tricks and avoiding the traps in generation-skipping transfer tax planning Recent Texas legislative developments in directed trusts How to address practical and ethical concerns, including those raised by recent cases, rulings and regulations, in the Estate Planning Workshop  Come on Wednesday for the 63rd Annual Taxation Conference for the latest developments in tax regulations, policy and legislation. more




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2015 Elder Law

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 more




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Changes and Trends Affecting
2015 Special Needs Trusts

The 11th Annual Changes and Trends Affecting Special Needs Trusts brings together leading 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.  2015 program highlights include: Special Needs Trusts Basics—the perfect foundation (and refresher!) for both new and experienced practitioners Gain unique insight into drafting and administering SNTs from a panel of experienced attorney-trustees Understand the options and opportunities in funding SNTs with IRAs Explore the role of Medicare in special needs trust planning and what it means to practitioners in Texas Learn the rules for calculating deemed income for SSI recipients Review the steps necessary to close administration of an SNT, including probate proceedings and Medicaid reimbursement requirements Hear updates and current issues from key agencies, including the Texas Health and Human Services Commission (HHSC) and the Centers for Medicare & Medicaid Services (CMS) Learn more about available resources for your clients, including the Arc’s new online resource as well as options for affordable housing in Texas for adults with cognitive disabilities Earn up to 2.25 hours of ethics more




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Stanley M. Johanson
2014 Estate Planning

The tradition continues—Professor Stanley M. Johanson’s popular one-day Estate Planning Workshop offers timely topics, lively discussion and practical advice.  more




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2014 Elder Law

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. Understand the impact of the Affordable Care Act, plus estate planning for same-sex couples in Texas after Windsor Review the latest developments during the annual "Case Law Update" Get answers to your questions at the popular "Ask the Experts" panel Gain insight into estate planning for retirement benefits, including leaving an IRA to trust, and the nuts and bolts of drafting and filing beneficiary designations  Learn strategies on how to maximize Social Security and VA benefits Hear from the HHSC on current issues in Medicaid eligibility Analyze select topics including determination of capacity, tricks and traps in nursing home and home health agency contracts, practical post-mortem issues, and much more Review guardianship essentials and hot topics—earn up to 3.75 hours of Guardianship credit Earn up to 2.25 hours of legal ethics credit more




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Changes and Trends Affecting
2014 Special Needs Trusts

Changes and Trends Affecting Special Needs Trusts features the latest updates and offers a great set of materials including sample forms, drafting tips, sample language and resources. If you work with special needs trusts—or want to learn how to use, draft, fund and administer them, don't miss this program. This year’s program includes: Special Needs Trusts Basics on Thursday morning A look at recent changes to the POMs manual, office policies, and the status of ongoing efforts at the Social Security Administration Trustee Duties and Responsibilities to Beneficiaries of Special Needs Trusts Considerations in choosing a trustee SNT Transition Mechanics The Impact of the Affordable Care Act on SNTs Presentations by key agencies, including the Texas Health and Human Services Commission (HHSC) and the Texas Department of Aging and Disability Services (DADS) more




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Stanley M. Johanson
2013 Estate Planning

The tradition continues—Professor Stanley M. Johanson’s popular one-day Estate Planning Workshop presents timely topics, lively discussion and practical advice.  The 2013 program opens with Professor Johanson's coverage of recent developments and features sessions on the Windsor decision and its possible effects on estate planning, threats to estate planning structures and how to mitigate them, the top twenty mistakes made in estate planning insurance and how to avoid (or at least fix) them, and what every estate and trust planner needs to know about the 3.8% “Medicare” tax and working in a high-exemption world. The Workshop concludes with the not-to-be-missed interactive Workshop panel, presented by Professor Johanson and all Workshop faculty.  more




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2013 Elder Law

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 guardian ad litems, and provides a must-have set of materials and resources. Review the latest developments during ‘Case Law Update’ and ‘Legislative Update’ Gain insight into the practice of elder law during ‘A Toolkit for New Elder Law Practitioners’ Hear perspectives from practitioners and from representatives of HHSC and the OIG in the one-of-a-kind series of presentations on ‘HHSC Policy and Practices, and Potential Accusations of Fraud’ Learn practical estate planning strategies following the American Taxpayer Relief Act, including changes to the gift and estate tax laws Answers to your questions at the popular "Ask the Experts" panel Analyze select topics including the unexpected complexities of fundraising, attorney’s fees in probate court, disposition of remains issues, spousal protection trusts, and estate planning for singletons Examine guardianship essentials and hot topics—earn up to 3.25 hours of Guardianship credit Earn up to 3.75 hours of legal ethics credit more




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Changes and Trends Affecting
2013 Special Needs Trusts

Changes and Trends Affecting Special Needs Trusts brings together leading, national professionals in the SNT field, features the latest updates, and offers a great set of materials including sample forms, drafting tips and sample language. Hear directly from key agencies including the Centers for Medicare & Medicaid and Texas Health and Human Services Commission and gain expert insight on Medicare Set-Aside Trusts and working with the Social Security Administration.  The 2013 program highlights include: Luncheon presentation by Stephen Dale on Training Trustees on Working with the Disability Advocacy Community(ies) When You Are Right and SSA Is Wrong, What Do You Do? with David Lillesand Multiple sessions on drafting SNTs, including the SNT Language Roadmap; Drafting for Various Beneficiary Circumstances, and the popular Dirty Dozen, Part II: Blatant Drafting Mistakes New for 2013: Special Needs Trusts Basics If you work with special needs trusts—or want to learn how to use, draft, fund and administer them—don't miss this program! more




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2012 Estate Planning

Professor Stanley M. Johanson is back with his popular one-day Estate Planning Workshop—don't miss timely topics, lively discussion and practical advice. The 2012 program opens with Prof. Johanson's coverage of recent developments; features sessions on representing clients with diminishing or diminished capacity, intra-family loan issues, managing digital assets, and mineral assets; and closes with the annual, interactive Workshop panel. Come early for the 60th Annual Taxation Conference—register for both the Taxation Conference and Estate Planning Workshop and save $50! more



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2012 Elder Law

The Estate Planning, Guardianship and Elder Law Conference—part of UT Law's Summer Conference Series— presents practical tips and advice for estate planners and elder law attorneys, offers essential information for guardian ad litems, and provides a must-have set of materials and resources. 2012 highlights include: •    Discussion of the current Collision of Real Estate Law and Elder Law •    "2012 Case Law Update" with Professor Gerry W. Beyer •    New developments in planning for wartime veterans •    Guardianship essentials and hot topics—3.75 hours of Guardianship credit expected •    Current issues and “How-Tos” regarding Medicaid •    The popular "Ask the Experts" panel returns •    FAQ Luncheon panels on both Thursday and Friday This conference is informative and informal—attendees and faculty are encouraged to dress casually and bring the family to enjoy Moody Gardens on Galveston Island! more



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2012 Special Needs Trusts

If you work with special needs trusts—or want to learn how to use, draft, fund and administer them—don't miss this important program! This program brings together leading professionals in the national SNT field, and offers a great set of take-away materials including sample forms, drafting tips, sample language and resources. Hear directly from key agencies like the Texas Health and Human Services Commission, the Centers for Medicare and Medicaid Services and the Social Security Administration. more



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2011 Estate Planning

Professor Stanley M. Johanson is back with his popular one-day Estate Planning Workshop. Don't miss up-to-date materials, lively discussion and practical advice. Come early for the 59th Annual Taxation Conference for the latest updates in tax regulation, policy and legislation. Register for both the Taxation Conference and Estate Planning Workshop and save $50! more



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2011 Elder Law

This program offers practical tips and advice for estate planners and elder law attorneys, essential information for guardian ad litems, and a must-have set of materials and resources. 2011 highlights include Estate Planning and Elder Law Case Law Update, Legislative Update, an overview of Medicare Basics, drafting tips for wills and SNTs, guardianship essentials from Judge Guy Herman and Judge Steve M. King, updates from HHSC, an Ask the Experts panel and more. The Estate Planning, Guardianship and Elder Law Conference is part of UT Law's Summer Conference Series—both informal and informative. Participants are invited to dress casually and bring the family! more



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