Elder Law and Guardianship
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San Antonio – La Cantera Resort & Spa – Aug 7, 2024

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!   

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San Antonio – La Cantera Resort & Spa – Aug 8-9, 2024

Live Webcast – Aug 8-9, 2024

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. 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.

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The Grievance Process and Most Common Violations

Nicole E. Jackson
Presented at the 2023 First Friday Ethics (December 2023)

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IRAs In Estate Planning, or Trust Me, I'm an EDB for RMDs After the RBD

Dianne Reis, William D. Pargaman, Meredith N. McIver
Presented at the 2023 Estate Planning, Guardianship and Elder Law Conference

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Things Every Texas Estate Planner Should Know About Advising New to Texas Clients, Including Transfer of Guardianship from Another State

Brian D. Cororve, M. Elizabeth Raxter
Presented at the 2023 Estate Planning, Guardianship and Elder Law Conference

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Not So Fast! 7 Steps For Deciding Whether and How To Discuss the Federal Estate Tax Return with the Personal Representative

Nikki L. Laing
Presented at the 2023 Estate Planning, Guardianship and Elder Law Conference

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Drafting for the Trustee in a Challenging Environment 

Dave Folz, Sarah Patel Pacheco
Presented at the 2023 Estate Planning, Guardianship and Elder Law Conference

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Alternatives to Guardianship Including Supports and Services

Jason Cox, Nathan Peters
Presented at the 2023 Estate Planning, Guardianship and Elder Law Conference

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