2025

Texas NAELA Summer Conference

San Antonio Jul 30, 2025 La Cantera Resort & Spa
Conference Concluded

Overview

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, July 30th. In addition to the annual meeting, the conference presents topics and issues regarding various aspects in the area of Elder Law.

Event Schedule

Program is subject to change.
All times are Central Time Zone.

Time

Credit

Subject

Speaker
Wednesday Morning, July 30, 2025
Guest Meal Package—$60

Have family members or guests joining you in San Antonio? You can now purchase a guest meal package for each of your guests, that includes Wednesday's lunch and reception.
10:15 am

Registration and Exhibit Hall Opens
10:30 am

Board Meeting

All TX NAELA members are welcome to join.
11:30 am

Pick Up Lunch

Included in registration.

Thank You to Our Luncheon Sponsor
Wednesday Afternoon, July 30, 2025
General Session
Presiding Officer:
Lisa Shoalmire, Ross & Shoalmire PLLC - Texarkana, TX
11:50 am

Welcoming Remarks
12:00 pm

0.50 hr

Transitioning Between Public Benefit Programs

Changes in a client’s health, living arrangement, resources, or income can derail the client’s well-crafted, and sometimes long and hard-fought, eligibility plan. Learn how to help a client on public benefits when the client needs the services of a different program than the one they are on.

Benecia Flores, Petrosewicz Law Firm, P.C. - Richmond, TX

Benecia Flores, Petrosewicz Law Firm, P.C. - Richmond, TX
12:30 pm

0.75 hr

Can’t I Even Discharge My Student Loans in Death? A Practical Guide to Handling Probate Creditors

A practical guide to handling debt in probate estates from the initial inquiry into whether there is debt to the final payment or barring of any creditors. Discuss set-asides and family allowances as well as MERP, how to treat secured and unsecured creditors, and how creditor processes vary in dependent and independent administrations.

Jennifer L. Coulter, Townsend Allala, Coulter & Kludt, PLLC - El Paso, TX
Jessica L.D. Guobadia, Crain Caton & James - Houston, TX

Jennifer L. Coulter, Townsend Allala, Coulter & Kludt, PLLC - El Paso, TX
Jessica L.D. Guobadia, Crain Caton & James - Houston, TX
1:15 pm

15-Minute Break to Visit Exhibitors
1:30 pm

0.75 hr

Stretch It Out: Drafting and Funding Trusts that Qualify Under SECURE Act 1.0 and 2.0

The SECURE Act 1.0 and SECURE Act 2.0 changed the rules regarding naming trusts as beneficiaries of qualified accounts. Learn how to avoid pitfalls so that your trusts protect your clients' loved ones as intended.

Christopher T. Freyder, Rainey & Rainey, PLLC - Georgetown, TX

Christopher T. Freyder, Rainey & Rainey, PLLC - Georgetown, TX
2:15 pm

0.50 hr

Don't Screw Up the Guardianship Case for the Future Litigator

Realistic strategies for handling contested guardianships, including tips for voir dire, jury trial and appeal.

Jessica Newill, Gardner Law Firm - San Antonio, TX

Jessica Newill, Gardner Law Firm - San Antonio, TX
2:45 pm

0.75 hr

Trust Me, It’s Taxable: Trust Income and Estate Tax for Elder Law Attorneys

This session breaks down the complex world of trust taxation with a practical focus on grantor status, special needs trusts, Medicaid planning, and estate tax inclusion.

John K. Ross IV, Ross & Shoalmire PLLC - Texarkana, TX

John K. Ross IV, Ross & Shoalmire PLLC - Texarkana, TX
3:30 pm

15-Minute Break to Visit Exhibitors
3:45 pm

0.75 hr

Planning with Marital Property in Mind

Marital property can be a friend or foe. An understanding of marital property rules and planning strategies related to them are an essential tool in any elder law attorney’s toolbox.

Ruth-Ann Toups, The Toups Law Firm - Spring, TX

Ruth-Ann Toups, The Toups Law Firm - Spring, TX
4:30 pm

0.50 hr

Scammed Clients: How to Advise from a Law Enforcement Perspective

Learn about some of the most common frauds and scams, where to report suspected fraud and scams and share tips to protect yourself from scammers.

Sharleigh D. Drake, Texas Department of Public Safety, Criminal Investigations Division - San Antonio, TX

Sharleigh D. Drake, Texas Department of Public Safety, Criminal Investigations Division - San Antonio, TX
5:00 pm

0.50 hr ethics

Real World AI Use in Elder Law Practice

Hear real examples from the field on how elder law attorneys use AI today—and what they have learned along the way.

Ben King, Ross & Shoalmire PLLC - Texarkana, TX
P. James Rainey, Rainey & Rainey, PLLC - Waco, TX

Ben King, Ross & Shoalmire PLLC - Texarkana, TX
P. James Rainey, Rainey & Rainey, PLLC - Waco, TX
5:30 pm

Break to Business Meeting and Reception
Medicaid Planning Workshop ($95 materials fee, limit of 24 registrants)
NOTICE

Attendees must RSVP and pay an additional fee of $95 for the Medicaid Planning Workshop when registering for the conference. Attendance is limited to the first 24 people.
11:50 am

Welcoming Remarks
12:00 pm

1.25 hrs

Medicaid Planning Nuts and Bolts - A Case Study

A comprehensive Workshop, in three parts, intended for those who are new to Medicaid planning and are having trouble getting started and putting the pieces together. A hands-on, interactive case study from the initial client call to the gathering and interpretation of information, the Medicaid application, correspondence with HHS, and the possible appeal.

Lori A. Leu, Leu, Peirce, & Olson, PLLC - Plano, TX
Lauren Olson, Leu, Peirce, & Olson, PLLC - Plano, TX

Lori A. Leu, Leu, Peirce, & Olson, PLLC - Plano, TX
Lauren Olson, Leu, Peirce, & Olson, PLLC - Plano, TX
1:15 pm

15-Minute Break to Visit Exhibitors
1:30 pm

2.00 hrs
0.50 hr ethics

Medicaid Planning Nuts and Bolts - A Case Study

Continuation of the comprehensive Workshop, in three parts, intended for those who are new to Medicaid planning and are having trouble getting started and putting the pieces together. A hands-on, interactive case study from the initial client call to the gathering and interpretation of information, the Medicaid application, correspondence with HHS, and the possible appeal.

Lori A. Leu, Leu, Peirce, & Olson, PLLC - Plano, TX
Lauren Olson, Leu, Peirce, & Olson, PLLC - Plano, TX

Lori A. Leu, Leu, Peirce, & Olson, PLLC - Plano, TX
Lauren Olson, Leu, Peirce, & Olson, PLLC - Plano, TX
3:30 pm

15-Minute Break to Visit Exhibitors
3:45 pm

1.75 hrs

Medicaid Planning Nuts and Bolts - A Case Study

Continuation of the comprehensive Workshop, in three parts, intended for those who are new to Medicaid planning and are having trouble getting started and putting the pieces together. A hands-on, interactive case study from the initial client call to the gathering and interpretation of information, the Medicaid application, correspondence with HHS, and the possible appeal.

Lori A. Leu, Leu, Peirce, & Olson, PLLC - Plano, TX
Lauren Olson, Leu, Peirce, & Olson, PLLC - Plano, TX

Lori A. Leu, Leu, Peirce, & Olson, PLLC - Plano, TX
Lauren Olson, Leu, Peirce, & Olson, PLLC - Plano, TX
5:30 pm

Break to Business Meeting and Reception
Wednesday Evening, July 30, 2025
5:30 pm

Wednesday Evening Reception

Thank You to Our Reception Sponsor

Download Schedule

Conference Faculty

Jennifer L. Coulter

Townsend Allala, Coulter & Kludt, PLLC
El Paso, TX

Sharleigh D. Drake

Texas Department of Public Safety, Criminal Investigations Division
San Antonio, TX

Benecia Flores

Petrosewicz Law Firm, P.C.
Richmond, TX

Christopher T. Freyder

Rainey & Rainey, PLLC
Georgetown, TX

Jessica L.D. Guobadia

Crain Caton & James
Houston, TX

Ben King

Ross & Shoalmire PLLC
Texarkana, TX

Lori A. Leu

Leu, Peirce, & Olson, PLLC
Plano, TX

Jessica Newill

Gardner Law Firm
San Antonio, TX

Lauren Olson

Leu, Peirce, & Olson, PLLC
Plano, TX

P. James Rainey

Rainey & Rainey, PLLC
Waco, TX

John K. Ross IV

Ross & Shoalmire PLLC
Texarkana, TX

Ruth-Ann Toups

The Toups Law Firm
Spring, TX

Planning Committee

Lisa Shoalmire—Chair

Ross & Shoalmire PLLC
Texarkana, TX

Kelley M. Bentley—Co-Chair

The Bentley Law Firm
Sugar Land, TX

Sharrissa Baeza

Hailey Petty Law
San Antonio, TX

Sydni Baker

Theander & Grimes, PLLC
Katy, TX

Megan Baumer

Law Office of Michael Baumer
Austin, TX

Jennifer L. Coulter

Townsend Allala, Coulter & Kludt, PLLC
El Paso, TX

CiCi C. Cunningham

Attorney at Law
Humble, TX

Julie Ann Ezell-Perez

Ezell & Ezell, PLLC
Harlingen, TX

Cathy Kim Fowlkes

Fowlkes Law Firm, PC
Abilene, TX

Christopher T. Freyder

Rainey & Rainey, PLLC
Georgetown, TX

Melanie Ibarra-Herrera

The Garrett Law Firm, PLLC
Austin, TX

Lynnelle Loke Moore

Loke Moore Law, PLLC
San Antonio, TX

S. Clinton Nix

Bradbury & Nix
Abilene, TX

Angela Odensky

The Law Office of Angela Odensky, PLLC
Bellaire, TX

Teresa Shahan Shapiro

Teresa Shapiro Law
Round Rock, TX

Emily B. Taylor

Rapp and Krock, PC
Houston, TX

Ruth-Ann Toups

The Toups Law Firm
Spring, TX

Wesley E. Wright

Bellaire, TX

Credit Info

San Antonio

MCLE Credit

Texas – 5.00 hrs | 0.50 hrs Ethics

You may claim your credit online in Your Briefcase, and UT Law CLE will report credit on your behalf to the State Bar of Texas. A Certificate of Attendance will be provided in Your Briefcase for your records. The system reports Texas CLE credit every Tuesday. If you are claiming credit in the last week of your birth month, self-report your CLE credit directly to the State Bar of Texas at texasbar.com, using the course number provided on your certificate of attendance.

California – 5.00 hrs | 0.50 hrs Ethics

You must claim your credit online in Your Briefcase, and will then be provided a Certificate of Attendance for your records. UT Law CLE is required to provide the State Bar with electronic attendance records for any MCLE participatory activity within 60 days of completion of the activity. The California licensee is responsible for reporting their compliance/credit hours earned to the State Bar at the end of their reporting period directly to the State Bar of California at calbar.ca.gov UT Law CLE will maintain Attendance Records for four years.

Pennsylvania – 5.00 hrs | 0.50 hrs Ethics

UT Law CLE is an approved provider of Pennsylvania credit, sponsor #236. You must claim your credit online in Your Briefcase, and will then be provided a Certificate of Attendance for your records. Attorney attendance will be reported to Pennsylvania within 2 weeks after credit is claimed and submit. Attorneys are not able to report this credit on their own, and UT Law CLE pays all associated fees for the credit hours. Contact us at accreditation@utcle.org if you have additional questions.

Other States – 5.00 hrs | 0.50 hrs Ethics

Note on Self-Reporting Your Credits in Another State

If you wish to satisfy MCLE or other professional education requirements in another state for a program offered by the University of Texas School of Law, please check with the state bar or other licensing authority in that state to ensure it will qualify for self-reporting your credits.

You must claim and certify your credit online in Your Briefcase, you will then be provided a Certificate of Attendance for your records and to provided to other licensing authorities as needed.

MCLE credit is presented based on a 60-minute credit hour.

Other Credit

TX Accounting CPE – 6.00 hrs

The University of Texas School of Law (Provider #250) live conferences are presumptively approved by The Texas State Board of Public Accountancy for Texas Accounting CPE credit based on a 50-minute credit hour. Approved for general CPE credit only.

At the conference, you are welcome to sign in on the Accounting CPE Record of Attendance form at the registration desk, but we are now reporting all credit online. You will receive a Texas Accounting Certificate of Completion in Your Briefcase. Self-report your CPE credit directly to TSBPA. UT Law CLE will maintain Attendance Records for four years.

Contact us at accreditation@utcle.org if you have additional questions.

Key Dates

San Antonio – Jul 30, 2025 – La Cantera Resort & Spa

Conference Concluded

Buy

San Antonio

Individual
Last day for $295.00 Early Bird pricing: Apr 4, 2025
Last day for $345.00 Regular pricing: Jul 23, 2025
$445.00 for registrations received after this time

Group (5 registrants minimum)
Last day for $265.00 Early Bird pricing: Apr 4, 2025
Last day for $310.00 Regular pricing: Jul 23, 2025
$410.00 for registrations received after this time

Group (10 registrants minimum)
Last day for $235.00 Early Bird pricing: Apr 4, 2025
Last day for $275.00 Regular pricing: Jul 23, 2025
$375.00 for registrations received after this time

Cancellation Policy
Last day for full refund cancellation: Jul 25, 2025
$50 processing fee applied after this date
Last day for cancellation: Jul 28, 2025

Venue

La Cantera Resort & Spa

16641 La Cantera Parkway
San Antonio, TX 78256
210-558-6500
855-499-2960 (reservations)
Map

Accommodations

We have secured a special $223 room rate and discounted $30 resort fee good through July 1, 2025 (subject to availability). Book online or contact the hotel directly at 210-558-6500 and reference the UT Law CLE Elder Law Conference.

Parking Information

Valet parking is $40 per car, per night.
Self parking is available at no charge. After parking, scan one of the signs in the lot to register your vehicle. Overnight guests should inform staff at check-in to be provided the complimentary parking routed to your room. Daily guests should visit the UTCLE conference registration desk to scan our self-parking validation sign. Guests self-parking just for the day should park in the West, Mira, Range or Grille lots.
To request shuttle assistance from the surface parking lot to the hotel, pass through the valet area before parking to inform staff. Carts will also pass periodically through the parking area to shuttle guests to the entrance.

Our Sponsors

Thank you to our sponsors! Click each logo below to learn more.

Legacy Enhancement

Legacy Enhancement
www.legacyenhancement.org/

Legacy Enhancement is a national non-profit corporation established to assist individuals who are disabled or have special needs. The goal of our special needs trust is to protect you and your loved ones’ current and future assets by managing funds for supplemental needs and enriching your overall quality of life. Your trust fund will be professionally managed and invested to provide long-lasting security and support. We strive to retain any public entitlements you or your loved one are owed, and work to assist with the needs not covered by benefits or insurance. Legacy Enhancement can assist you with every aspect involved in trust administration; including establishment of the trust, funds disbursement and bill pay, nurse care management, benefits coordination, and much more.
Cadence Asset Management & Trust

Cadence Asset Management & Trust
cadencebank.com/wealth-management

At Cadence, we believe that a customized wealth strategy plays a critical role in helping clients achieve a fulfilling life and lasting legacy. Averaging 20 years of experience each, our administrative advisors listen first to better understand our client’s definition of success, their goals and unique family dynamics. Whether it is planning for retirement, establishing a court-created or special needs trust, developing a customized investment strategy or transferring wealth to the next generation, Cadence’s innovative wealth management solutions can help clients overcome roadblocks and build a path to financial success. Cadence Trust & Asset Management has full-service office locations in Houston, Austin and Dallas.
Frost Bank

Frost Bank
www.frostbank.com/

Frost is the banking, investments and insurance subsidiary of Cullen/Frost Bankers, Inc. (NYSE: CFR), a financial holding company with $52.0 billion in assets at March 31, 2025. One of the 50 largest U.S. banks by asset size, Frost provides a full range of banking, investments and insurance services to businesses and individuals in the Austin, Corpus Christi, Dallas, Fort Worth, Houston, Permian Basin, Rio Grande Valley and San Antonio regions. Founded in 1868, Frost has helped Texans with their financial needs during three centuries. For more information, visit www.frostbank.com.
Happy State Bank & Trust Co.

Happy State Bank & Trust Co.
happytrust.com/

“The town without a frown,” Happy, Texas, got its first bank in 1908, then called First State Bank of Happy. In 1989, 10 local families from Canyon, Texas purchased the $10 million dollar bank that was listed as the 812th largest bank in Texas. Happy State Bank is now the 20th largest bank with 35 branches in 25 markets, and an asset size of $3.4 billion. In addition to being named a “Best Banks to Work For” five years in a row by American Banker, Happy is ranked the 3rd Best Bank in Texas and the 26th Best Bank in the Nation by Forbes. The Happy Trust Company was added in 2002 and currently manages over 400 million dollars in assets. Happy’s trust team has over 300 years of combined experience providing expertise in farm and ranch management, securities portfolio services, and mineral interest oversight. Consistent with Happy State Bank’s mission, the trust company thrives on building personal relationships with our clients while providing the highest level of fiduciary service.
Medivest Benefit Advisors, Inc.

Medivest Benefit Advisors, Inc.
www.medivest.com/

Medivest is a national Medicare Secondary Payer (MSP) compliance company. In 1996 we were the first company to professionally administer a Medicare Set-Aside arrangement. For almost 30 years Medivest has been an innovator, creating pre-settlement and post-settlement solutions. Our experienced claims professionals, using state of the art software, adjudicate bills in a quick and timely manner. In addition to Professional Administration, Medivest provides other services including preparing MSA Allocation reports, Lien Resolution, verifying Social Security/Medicare eligibility, and Trust Advisor services. For more information on Medivest please visit www.medivest.com.
Evan Howell Properties

Evan Howell Properties
evanhowell.com/

Evan Howell is a real estate broker in the greater Houston area with a passion for real estate and has been active since 1983. Evan champions his family-owned business, which specializes in property management, probate sales, and real estate services. Evan S. Howell manages a diverse portfolio of commercial, residential, and single-family homes in the greater Houston area with an unparalleled level of service and attention.
American National Bank & Trust

American National Bank & Trust
www.amnat.com/trust/

American National Bank & Trust strives to provide a comprehensive range of wealth management services to achieve your goals of financial security and success. Only by listening carefully to our clients’ dreams, concerns, and unique needs can we develop the appropriate solutions to help achieve each clients’ financial and estate planning goals.

Our trust officers have on average more than 23 years of experience and multiple certifications allowing them to deliver the top level of service to our current clients and their future generations. We have expertise in trusts, estate administration, guardianships, 1301 and 142 trusts, special needs trusts, investments, retirement planning, and other individualized wealth management services.

With trust and wealth management offices across the state of Texas and our corporate headquarters in Wichita Falls, Texas, we are able to provide local experts to help your clients with all of their planning needs.
You can find more information about American National Bank & Trust at www.amnat.com.
Austin Trust Company

Austin Trust Company
www.austintrust.com/

Austin Trust Company was the first private trust company to be chartered by the Texas Department of Banking, receiving charter number T-001 in 1987. We remain the only locally owned and controlled institution that offers a full range of fiduciary services. Whether you have a straightforward trust, a copious, detailed estate or are establishing a Special Needs Trust to help a loved one living with a disability maintain their eligibility for benefit programs, we are here for you. To find out more about how we strive to go Beyond Wealth Management, please visit us at austintrust.com.
Aging Life Care Association® South Central Chapter

Aging Life Care Association® South Central Chapter
aginglifecare.org/

The Aging Life Care Association® (ALCA) is a non-profit professional membership of Aging Life Care Managers® (ALCMs)-- health and human service specialists who act as a guide and advocate for families caring for aging or disabled adults. ALCMs take a client centered, holistic approach to aging with key knowledge areas including crisis intervention, housing, health and disability, advocacy, family legal needs, financial, and local resources. ALCMs can absorb the non-legal care management issues of a client, allowing attorneys to focus on the legal needs. For a directory of ALCMS, visit aginglifecare.org to locate an Aging Life Care™ Expert.
American Cancer Society

American Cancer Society
AshBer

AshBer
www.ashber.com/

AshBer is an independent insurance agency specializing in Medicaid Compliant Annuities as short as 2 months and long-term care insurance solutions. AshBer partners with attorneys and financial advisors across the country to deliver industry-leading service and premier insurance solutions to their clients offered by “A” rated insurance carriers.
Bank of Texas

Bank of Texas
www.bokfinancial.com/

Whether you are setting up a trust, safekeeping account, private foundation, or arranging for estate management services, Bank of Texas offers the full range of fiduciary products in which we serve as the fiduciary or the agent for the fiduciary. Backed by the strength and stability of BOK Financial, a $33 billion regional financial services company that has been in the trust business since 1918, Bank of Texas provides high touch, personalized fiduciary services through an experienced and credentialed team of local experts. Not only do we serve as neutral third party personal representative for estates, we also administer all types of trusts including revocable, irrevocable, charitable, court created or special needs, with the goal of maximizing tax savings, avoiding probate where possible, and protecting your financial future.
Capital Title of Texas | Tim Allums-Realtor KW Heritage

Capital Title of Texas | Tim Allums-Realtor KW Heritage
ctot.com/

Capital Title is the Largest Independent Title Company in the United States. Texas-based and family-owned, we base our business philosophy on a strong set of “Values and Ideals” which guide us toward the goal of delivering excellence to every customer. With over one hundred Texas offices, our closing teams are the most experienced, dependable escrow professionals in the title industry. Debbie Levasseur, with 15 years of experience, is well versed in all types of title transactions. She prides herself on communication and customer service.

Tim Allums has specialized in probate listings for the past several years and is essential when helping evaluate property conditions. He works closely with attorneys, executors, and administrators. Tim is passionate about real estate and sharing his knowledge with others in the community. His wife and co-agent, Becky, works alongside him and has years of experience in the real estate industry. When leisure time presents itself, they enjoy travelling, fast cars, and the pursuit of excellent BBQ.
CareFor

CareFor
carefor.com/

CareFor is a premiere Care Management, Homecare, and Guardianship Program serving Central Texas. We bring compassion and order to the complexity of caring for others. Our team members have been entrenched throughout the medical and caregiving communities in Central Texas for decades. CareFor knows the doctors, service providers, resources and facilities and we have the expertise to support you and your loved ones. Our combined experience and knowledge will help you identify and understand your options and make timely and sound decisions. Whether you need us now, or are planning ahead, CareFor manages the most difficult and immediate needs.
Colvent Group

Colvent Group
colventgroup.com/

Trust property is complex, we make it simple. With the Colvent Group HomWize program, large project oversight, and compliance reports, we have you covered. We specialize in nationwide home management and maintenance. Our services span all 50 states. We have forged partnerships with local, licensed, insured contractors to ensure that homes are purchased, repaired, and maintained with excellence…the Colvent way.

HomWize is our exclusive, proactive maintenance program that plays a key role in worry-free property management. Our standard in applying root-cause problem-solving techniques is the cornerstone of our company to ensure all requirements are well defined and executed. Conveniently scheduled HomWize maintenance calls and visits catch small issues early – saving you time, money, and hassle in the long run. HomWize gives insight to know when a major repair or replacement is due, which keeps you, the trustee, in control.
Comerica Bank

Comerica Bank
www.comerica.com/wealth-management/comerica-trust.html

Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas, and strategically aligned by three business segments: The Commercial Bank, The Retail Bank, and Wealth Management. Comerica, one of the 25 largest commercial U.S. financial holding companies, focuses on building relationships and helping people and businesses be successful, providing banking centers across the country with locations in Arizona, California, Florida, Michigan and Texas. Founded on Aug. 17, 1849, in Detroit, Michigan, Comerica continues to expand into new regions, including its Southeast Market, based in North Carolina, and Mountain West Market in Colorado. Comerica has offices in 15 states and services 13 of the 15 largest U.S. metropolitan areas, as well as Canada and Mexico. Comerica reported total assets of $77.6 billion at March 31, 2025.
Elder Law Trio Press

Elder Law Trio Press
store.legal.thomsonreuters.com/law-products/Treatises/Texas-Elder-Law-2022-ed-Vol-51-Texas-Practice-Series/p/106818612

Elder Law Trio Press is a group of three law firms that co-author books. These firms are H. Clyde Farrell of Farrell & Johnson PLLC in Austin, Texas, Patricia “Patty” Flora Sitchler, a solo practitioner in the Law Office of Patricia Flora Sitchler in La Vernia, Texas [retired from solo practice] and Of Counsel to Rainey and Rainey Attorneys at Law LP, and Wright Abshire, Attorneys, A Professional Corporation which includes Wesley E. Wright and Molly Dear Abshire in Bellaire, a city within Houston, Texas. They currently co-author the 2020 edition of Texas Elder Law which is the 51st Volume of the Texas Practice Series published by Thomson.
Executor Support
Executor Support
executorsupport.com/
Executor Support specializes in providing comprehensive estate administration services designed to assist attorneys and their overwhelmed clients through the complexities of probate and estate settlement. We strive to meet our clients where they are, determine their needs, and develop a strategy for supporting them through the estate planning and probate process.

Our services include:

Probate

Inventory and valuation of estate assets

Coordination with financial institutions and beneficiaries

Resolution of debts and tax obligations

Distribution of assets in accordance with the will or trust

Management of the sale of real property

Fiduciary services

Power of Attorney

Medical Power of Attorney

Executor

Trustee

Personal assistance designed specifically for the unique needs of seniors

By partnering with Executor Support, attorneys can offer their clients a seamless estate administration experience, reducing the burden on families during challenging times. Our commitment to professionalism and attention to detail ensures that every estate is managed with the utmost care and efficiency.

For more information, visit our website at www.executorsupport.com or contact us at (281) 928-1013.
Keever & Wiesenthal

Keever & Wiesenthal
www.keeverlaw.com/

Keever & Wiesenthal is a woman-owned firm that focuses their practice on the intersection of probate, estate planning and title work. Kathleen Wiesenthal is a 2011 graduate of South Texas College of Law and helps people craft their estate plan and then handles probates. Pam Keever is a 2010 graduate of South Texas College of Law and enjoys solving the puzzles relating to title issues and the issuance of title policies through her association with American Title Company of Houston.
Krause Financial

Krause Financial
www.krausefinancial.com

Krause Financial is an attorney-led firm that provides asset preservation solutions for estate planning and elder law attorneys and their clients. Using our specialized insurance products, resources, and support, we help attorneys streamline the process of advising clients planning for long-term care.

Our main priority is preserving your client’s assets in the face of long-term care. Our core products include Medicaid Compliant Annuities, long-term care insurance, and funeral expense trusts. We also offer tax-deferred annuities, whole life insurance, estate trusts, non-Medicaid SPIAs, and refusal letters. Along with our products, we provide case analysis and guidance tailored to each client’s unique situation. Our other services include Medicaid application support, fair hearing support, and annuity valuation.

In addition to providing products and services, we are committed to helping attorneys build their practices using our resources and educational tools. We offer live and on-demand webinars, CLE opportunities, state-specific Medicaid resources, our annual Krause Report, video library, white papers, and so much more.
Merrill: The Special Needs Team – Texas

Merrill: The Special Needs Team – Texas
fa.ml.com/snt

The Special Needs Team at Merrill Lynch is a deeply experienced group of industry professionals. We are dedicated to helping improve the long-term well-being of individuals who are unable to care for themselves by offering financial advice and guidance. Located in multiple offices, we work closely with private professional guardians and family members to provide budgeting, wealth planning and investing designed to assist those who are integral to the care of society’s most vulnerable: people with disabilities, elderly individuals with dementia, accident victims and other special needs populations.
Mir Care Consultants

Mir Care Consultants
mircareconsultants.com/

Founded in 2004, Mir Senior Care Management, Inc. & Care Consultants serves individuals faced with the challenges and complexities of aging and special needs by delivering the highest quality of life care management services. We exist to support our clients by providing personalized planning, consultation, education, advocacy, and resource navigation.
Services include:
Private Professional Guardianship Program
Holistic Care Planning
Licensed Medical Nursing Professionals
Licensed Social Work Professionals
Assess for Less Restrictive Alternatives
Crisis Intervention
Assessment and Client Support (Developmental, Intellectual, Mental Health, Physical Disabilities, Brain Injuries, & Chronic or Serious Illnesses)
Family Support and Guidance
We serve Central Texas, Corpus Christi, the Rio Grande, Houston, Brazos Valley Regions, and surrounding areas. Visit our website at www.mircareconsultants.com or call (512) 615-6116.
National Care Advisors

National Care Advisors
www.nationalcareadvisors.com

National Care Advisors, founded in 2008, is a national nurse consulting firm providing life care planning, quality of life assessment, third-party benefit analysis, educational and litigation consulting as well as case management services for individuals with special needs and disabilities.

We work with attorneys, financial planners, trustees and their client families in all 50 states to navigate the complex financial and legal climate surrounding insurance, government benefits, and future cost projections. Sustainable quality of life should be attainable for any who seek it, no matter their abilities or special needs. Our case managers and consultants work to maximize quality of life within the available scope of resources. Learn more about us at www.nationalcareadvisors.com
Texas ABLE Program – A Savings Program for Texans with Disabilities

Texas ABLE Program – A Savings Program for Texans with Disabilities
www.texasable.org/

The Texas ABLE Program: A savings program for Texans with disabilities. The Texas Achieving A Better Life Experience (Texas ABLE®) program gives Texans with disabilities and their families the opportunity to save for disability - related expenses in a tax-advantaged ABLE account. Your clients may be able to save for a loved one's disability expenses without affecting eligibility for public benefits.

Funds in an ABLE account can be used to pay for qualified disability expenses that relate to the beneficiary disability and are used to maintain or improve his or her health, independence or quality of life. Texas ABLE is based on federal and state legislation and is maintained by the state through the Texas Comptroller of Public Accounts.
Learn more and enroll online at TexasABLE.org. 844-4TX-ABLE (844-489-2253)
CustomerService@TexasABLE.org
WealthCounsel

WealthCounsel
www.wealthcounsel.com/

WealthCounsel has been helping estate planning and elder law attorneys practice efficiently and confidently for over twenty-five years. From creating intelligent documents to staying on top of changing laws, increasing your skill set, and growing your law practice, WealthCounsel provides world-class resources for all of your professional needs.

Texas NAELA Summer Conference

Overview

Event Schedule

Wednesday Morning, July 30, 2025

Wednesday Afternoon, July 30, 2025

Wednesday Evening, July 30, 2025

Conference Faculty

Planning Committee

Credit Info

MCLE Credit

Other Credit

Key Dates

Venue

La Cantera Resort & Spa

Accommodations

Parking Information

Our Sponsors

Legacy Enhancement

Cadence Asset Management & Trust

Frost Bank

Happy State Bank & Trust Co.

Medivest Benefit Advisors, Inc.

Evan Howell Properties

American National Bank & Trust

Austin Trust Company

Aging Life Care Association® South Central Chapter

American Cancer Society

AshBer

Bank of Texas

Capital Title of Texas | Tim Allums-Realtor KW Heritage

CareFor

Colvent Group

Comerica Bank

Elder Law Trio Press

Executor Support

Keever & Wiesenthal

Krause Financial

Merrill: The Special Needs Team – Texas

Mir Care Consultants

National Care Advisors

Texas ABLE Program – A Savings Program for Texans with Disabilities

WealthCounsel

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