Stanley M. Johanson
2022 Estate Planning

2022 Live Conference coming up Dec 2 in Austin. Info and registration »
2022 Materials expected available 3-5 weeks from conference date.

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.

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2022 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. 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.

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2022 Texas NAELA Summer Conference

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! 

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Changes and Trends Affecting
2022 Special Needs Trusts

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.

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Stanley M. Johanson
2021 Estate Planning

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.

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