Materials

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.