University of Texas School of Law

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Elder Law and Guardianship

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Texas NAELA Summer Conference

Galveston – Jul 31, 2019 – Moody Gardens

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 Moody Gardens in Galveston on Wednesday, July 31. In addition to the annual meeting and award presentations, the conference presents topics and issues regarding various aspects in the area of Elder Law.  New 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!   more »

Total Credit Hours:
5.25 | 0.75 ethics    Credit Info
Register
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Estate Planning, Guardianship and Elder Law Conference

Galveston – Aug 1-2, 2019 – Moody Gardens

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. more »

Total Credit Hours:
15.00 | 3.00 ethics | 4.00 guardianship    Credit Info
Specializations:
Estate Planning and Probate Law
Tax Law
Register
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Results for 
Elder Law and Guardianship

IRA, UTMA, SNT, RMD… OMG!  Special Considerations When Planning With Retirement Benefits For Minors and Incapacitated Individuals.  

Katherine C. Akinc
Presented at the 2018 Estate Planning, Guardianship and Elder Law Conference

Paper – 26 pgs
$25
Slides – 26 pgs
$15
Audio – 50 mins
$15
Video – 48 mins
$25
Paper – 26 pgs preview Slides – 26 pgs preview Audio preview Video preview

Medicaid-Friendly Estate Planning

H. Clyde Farrell
Presented at the 2018 Estate Planning, Guardianship and Elder Law Conference

Paper – 70 pgs
$35
Slides – 13 pgs
$15
Audio – 43 mins
$15
Video – 43 mins
$25
Paper – 70 pgs preview Slides – 13 pgs preview Audio preview Video preview

Durable Power of Attorney Update

Lora G. Davis, Patricia F. Sitchler, Donald L. Totusek
Presented at the 2018 Estate Planning, Guardianship and Elder Law Conference

Paper – 29 pgs
$35
Audio – 46 mins
$15
Video – 46 mins
$25
Paper – 29 pgs preview Audio preview Video preview

Advising Clients Nearing 65

Pi-Yi Mayo
Presented at the 2018 Estate Planning, Guardianship and Elder Law Conference

Paper – 21 pgs
$25
Slides – 17 pgs
$15
Audio – 47 mins
$15
Video – 47 mins
$25
Paper – 21 pgs preview Audio preview Video preview

After 65: Second Chances for Inheritance and Long-Term Care Planning

Renée C. Lovelace
Presented at the 2018 Estate Planning, Guardianship and Elder Law Conference

Paper – 47 pgs
$35
Slides – 31 pgs
$25
Audio – 45 mins
$15
Video – 45 mins
$25
Paper – 47 pgs preview Slides – 31 pgs preview Audio preview Video preview

Sex and Romance (50 Shades of Silver):  Rights, Reservations, and Ethics

Mary Alice Jackson
Presented at the 2018 Estate Planning, Guardianship and Elder Law Conference

Paper – 20 pgs
$25
Slides – 14 pgs
$15
Audio – 40 mins
$15
Video – 41 mins
$25
Paper – 20 pgs preview Slides – 14 pgs preview Audio preview Video preview

Alternatives to Guardianship and Supports and Services

Craig Hopper, Steve M. King, Richard Lavallo
Presented at the 2018 Estate Planning, Guardianship and Elder Law Conference

Paper – 20 pgs
$25
Slides – 19 pgs
$15
Audio – 57 mins
$15
Video – 57 mins
$25
Paper – 20 pgs preview Slides – 19 pgs preview Audio preview Video preview

Practical Ways for Guardians and Caregivers to Prevent Scams and Exploitation

Donald W. Dowd, Lori Varnell
Presented at the 2018 Estate Planning, Guardianship and Elder Law Conference

Paper – 20 pgs
$25
Paper – 13 pgs
$25
Slides – 21 pgs
$15
Audio – 28 mins
$15
Video – 28 mins
$25
Paper – 13 pgs preview Paper – 20 pgs preview Slides – 21 pgs preview Audio preview Video preview

The State of Texas Unclaimed Property Program: Come and Get It.

Bryant Clayton, David L. Cruz
Presented at the 2018 Estate Planning, Guardianship and Elder Law Conference

Slides – 16 pgs
$15
Audio – 62 mins
$15
Video – 62 mins
$25
Slides – 16 pgs preview Audio preview Video preview

The Conundrums: When Guardianship Administration Turns Into Litigation

Sarah Patel Pacheco
Presented at the 2018 Estate Planning, Guardianship and Elder Law Conference

Paper – 35 pgs
$35
Audio – 28 mins
$15
Video – 28 mins
$25
Paper – 35 pgs preview Audio preview Video preview
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