14 Advanced Elder Law and Advanced Guardianship Law

Advanced

Elder Law and

Advanced

Guardianship Law Courses 2014

Highlights Include: LIVE Dallas Hilton Park Cities April 3-4, 2014

VIDEO Houston Crowne Plaza River Oaks May 8-9, 2014

VIDEO Austin Thompson Conference Center May 15-16, 2014

• Long Term Funding Streams: Medicaid, VA, Annuities, Savings, and Long Term Care Policies • Medicaid Estate Planning • End of Life Issues • Interface Between Family Law and Elder Law • Elder Law Planning with the Difficult Family • Extraordinary Remedies in Guardianships • Criminal Aspects of Guardianship • Whack-a-Mole: Handling Problem Litigants and the Occasional Overzealous Ad Litem

PLUS: Mock Guardianship Hearing: How and When to Put Your Ward on the Stand

MCLE CREDIT

Advanced Elder Law

Advanced Guardianship Law

MCLE 901279672 7.25 hours (1.5 ethics)

MCLE 901279674 6.5 hours (1.75 ethics)

TexasBarCLE presents the

ADVANCED

ELDER LAW & ADVANCED

Advanced

LIVE Dallas

Hilton Park Cities Hotel

April

3

video Houston

rd

Register by March 20th and save $50!

Thursday 7.25 hours including 1.5 ethics 8:00 Registration Enhanced Breakfast Provided by

8:50 Welcoming Remarks Hon. Steve M. King, Fort Worth Judge, Tarrant Co. Probate Court One 9:00 Breaking Bad: How to Fix the Plan That Goes Bad .75 hr (.5 ethics) Donald F. Carnes, Austin Hill Ducloux Carnes & De La Garza Deborah A. Green, Austin The Law Offices of Deborah Green 9:45 Dealing with APS, CPS, and DADs .5 hr (.25 ethics) Doyle Ross Jackson, Austin Regional Director Department of Family and Protective Services, Region 7 10:15 Break

Crowne Plaza River Oaks Hotel

May

8

VIDEO Austin

th

Register by April 24th and save $50!

10:30 Collision Between Elder Law and Real Estate Law .75 hr Kristen Quinney Porter, New Braunfels Kristen Quinney Porter, LLC

Patricia F. Sitchler, San Antonio Schoenbaum Curphy & Scanlan

11:15 Transparency vs. Beneficiary Privacy in Trust Administration .75 hr (.25 ethics) Renee C. Lovelace, Austin The Lovelace Law Firm 12:00 Break - Lunch Provided 12:15 Luncheon Presentation: Intake for the Client, Including Retainer Agreements and Engagement Letters .75 hr (.25 ethics) Pi-Yi Mayo, Baytown Law Office of Pi-Yi Mayo

R. Hal Moorman, Brenham Moorman Tate Urquhart Haley Upchurch & Yates

Joe C. Thompson Conference Center

May

th

15

Register by May 1st and save $50!

2:15 Medicaid Estate Recovery .5 hr H. Clyde Farrell III, Austin Farrell & Pak 2:45 Break 3:00 End of Life Issues .75 hr Melissa Willms, Houston Davis & Willms 3:45 Interface Between Family Law and Elder Law .75 hr Carol Bertsch, San Antonio The Law Offices of Carol Bertsch

Keith D. Maples, Austin Noelke English Maples St. Leger Blair

4:30 Elder Law Planning with the Difficult Family .75 hr (.25 ethics) G. Gaye Thompson, Austin Thompson & Tiemann 5:15 Adjourn

1:00 Break 1:15 Long Term Funding Streams: Medicaid, VA, Annuities, Savings, and Long Term Care Policies 1 hr Randy E. Drewett, Beaumont Randy E. Drewett, PC

Tweet about this course!

#TBCLEelder

7.25 HOURS (1.5 ETHICS) • MCLE COURSE NO: 901279672 Applies to the College of the State Bar of Texas and to the Texas Board of Legal Specialization in Civil Trial Law, Estate Planning and Probate Law, and Health Law.

MCLE CREDIT

2

D

GUARDIANSHIP LAW COURSES 2014

Advanced

LIVE Dallas

Hilton Park Cities Hotel

April

4

video Houston

th

Register by March 20th and save $50!

Crowne Plaza River Oaks Hotel

May

Register by April 24th and save $50!

11:00

7:30 Registration Enhanced Breakfast Provided by

12:00 Break - Lunch Provided

6.5 hours including 1.75 hour ethics

12:15

8:20 Welcoming Remarks Hon. Steve M. King, Fort Worth Judge, Tarrant Co. Probate Court One

Meets the Attorney Ad Litem Certification Requirements

8:30 Here’s What’s New in Guardianship Practice .75 hr Laura Upchurch, Brenham Moorman Tate Urquhart Haley Upchurch & Yates 9:15 Attorneys Fees .5 hr ethics Hon. Guy S. Herman, Austin Judge, Travis Co. Probate Court One

Role of the Ad Litem 1 hr Hon. Steve M. King, Fort Worth Judge, Tarrant Co. Probate Court One

Luncheon Presentation: Mock Guardianship Hearing - How and When to Put Your Ward on the Stand 1 hr (.25 ethics) James R. Hall, Ph.D., Fort Worth Professor, Health Science University of North Texas J. Craig Hopper, Austin Hopper Mikeska

Courtney Lyssy, Houston Crain Caton & James

Hon. Steve M. King, Fort Worth Judge, Tarrant Co. Probate Court One

Sarah Patel Pacheco, Houston Crain Caton & James

May

th

16

Register by May 1st and save $50!

1:30 Extraordinary Remedies in Guardianships .75 hr (.25 ethics) Catherine H. Goodman, Fort Worth Shannon Gracey Ratliff & Miller

R. Dyann McCully, Fort Worth Bakutis McCully & Sawyer

2:15 Criminal Aspects of Guardianship .75 hr (.5 ethics) Hon. Claudia Lee Laird, Conroe Judge, Montgomery Co. Court Two Darlene Payne Smith, Houston Crain Caton & James 3:00

Whack-a-Mole: Handling Problem Litigants and the Occasional Overzealous Ad Litem .75 hr (.25 ethics) J. Craig Hopper, Austin Hopper Mikeska

3:45 Adjourn

1:15 Break

9:45 Break 10:00

th

9

Friday

VIDEO Austin

Joe C. Thompson Conference Center

Tweet about this course!

Role of the Guardian 1 hr Stephen Jody Helman, Austin Osborne Helman Knebel & Deleery

#TBCLEguard

6.5 HOURS (1.75 ETHICS) • MCLE COURSE NO: 901279674 Applies to the College of the State Bar of Texas and to the Texas Board of Legal Specialization in Civil Trial Law, Estate Planning and Probate Law and Family Law.

MCLE CREDIT

3

fyi

TexasBarCLE.com

Wa ys to Save!

Meet the “Register By” Deadline and Save $50 because early registrations help us ensure that sufficient course books, seating, and refreshments are available. Course materials and seating will be reserved for preregistrants until the start of the first topic.

Earn Discounts by Registering Five or More from your firm or agency. Contact Firm & Group Sales Manager Laura Angle at 512-250-5575 or laura.angle@texasbar.com.

HALF OFF for Attorneys Licensed 5 Years or Less!

You read that right! See the registration form.

Need Financial Assistance to Attend?

TexasBarCLE offers a limited number of scholarships to attend a live course, video replay, archived online class, or webcast, or to subscribe to our Online Library. To apply or to learn more, call Mon-Fri 8am-5pm CT to Sara at 800-204-2222, x1490. Please apply at least four weeks prior to the CLE event.

Active State and Texas-Area Federal Judges, Administrative Law Judges, Hearing Examiners, and Their Court Staff Attorneys May Attend for Free, Provided: (1) the course directly relates to the judge’s tribunal’s jurisdiction, (2) the judge is a full-time judge or retired under the judicial retirement system and (3) space is available for all paying registrants. This privilege does not extend to receivers, trustees, other court staff, or persons serving part-time in a judicial capacity.

Actual attendance is required in order to receive course materials.

Parking Information for Attendees Not Staying at the Hotel is subject to change and does not guarantee available space. DALLAS: Selfparking at the Hilton Park Cities is $5 per day. HOUSTON: Self-parking in the hotel garage is complimentary for attendees. Bring your parking ticket to the State Bar staff for validation. AUSTIN: Complimentary self-parking is available in Lot 40 of the Thompson Center.

Reserve Your Hotel Room by March 11!

Hotel rooms have been blocked at special rates on a space available basis. To make a reservation, contact the hotel and indicate that you will be attending this State Bar of Texas course.

LIVE Dallas

April 3-4, 2014 Hilton Park Cities 5954 Luther Lane Dallas, TX 75225 214-368-0400 $165 s/d Cut off date is March 11, 2014.

VIDEO Houston

May 8-9, 2014 Crowne Plaza River Oaks 2712 Southwest Freeway Houston, TX 77098 713-523-8448 No rooms have been blocked for this replay.

VIDEO Austin

May 15-16, 2014 Joe C. Thompson Conference Center 2405 Robert Dedman Dr. Austin, TX 78712 (512) 471-3121 No rooms have been blocked for this replay.

Course Director

If You Need Special Accommodations to Attend, please contact us as soon as possible at 800-204-2222, x1748.

Hon. Steve M. King................................................. Fort Worth

Registered But Can’t Attend? Still Earn MCLE Credit and receive course materials by (1) calling 800-204-2222, x1574 to transfer your registration to a later presentation or (2) taking the course online later, in which case you’ll automatically be sent the course materials. If you wish a refund instead, mail or fax (512-427-4443) your request so that we receive it at least one business day before the program.

FREE TO OUR REGISTRANTS! Online Videos and Mp3s of the Topics will be available to registrants 6-8 weeks after the course. Provide your e-mail address when preregistering to be notified when and how these benefits may be accessed. (Note: Presentation lengths may vary from that which was advertised.) There’s no extra charge; as a registrant, you’re already entitled!

Interested in Sponsoring or Exhibiting at This Course or Others?

Contact Julie Marshall at 512-427-1797 or julie.marshall@texasbar.com.

Policy of Impartiality The State Bar of Texas does not endorse political candidates. When a candidate for public office is included in promotion for or participates in a TexasBarCLE event, the State Bar is not taking a position for or against anyone’s candidacy.

4

Planning Committee Donald F. Carnes............................................................ Austin Randy Drewett.......................................................... Beaumont Catherine H. Goodman...........................................Fort Worth Deborah A. Green.......................................................... Austin Hon. Guy S. Herman....................................................... Austin J. Craig Hopper............................................................... Austin Renee C. Lovelace.......................................................... Austin R. Dyann McCulley.................................................. Fort Worth Patricia F. Sitchler...................................................San Antonio Darlene Payne Smith....................................................Houston Nancy Sosa..................................................................... Austin

TexasBarCLE Planning Team Kathy Reese ....................................................Program Planner Kim Maka................................................ Program Coordinator Sheena Taylor.............................Written Materials Coordinator Tiffany Clay..................................Meeting Services Coordinator

State Bar of Texas Lisa M. Tatum.............................................................President Cindy V. Tisdale........................................... Chair of the Board Trey Apffel......................................................... President-Elect Buck Files.......................................... Immediate Past President Kristy Blanchard.................................................TYLA President Deborah Bullion......................................Chair, CLE Committee Gary Nickelson..............................Chair, Board PDP Committee Michelle E. Hunter.........................................Executive Director Patrick A. Nester...................................... Director, TexasBarCLE

Registration Form Online

TexasBarCLE.com credit card only

Phone

Fax

during business hours credit card only

$100!

Mail

512-427-4443 credit card only

800-204-2222, x1574

Attend both courses and save

1

WAYS TO REGISTER State Bar of Texas - CLE LB #972298 P. O. Box 972298 Dallas, TX 75397-2298 check or credit card

Advanced Elder Law Course 5150 Advanced Guardianship Course

Register me for: LIVE Dallas Take $50 OFF (see section 3): Register by March 20, 2014 q Elder Law, April 3 . . . . . . . . . . . $325 q Licensed 5 years or less . . . $162.50* HALF OFF* q Guardianship, April 4 . . . . . . . . $325 HALF OFF* q Licensed 5 years or less . . . $162.50* q Both Elder AND Guardianship . $550 Save $100

2

VIDEO Austin Take $50 OFF (see section 3): Register by May 1, 2014 q Elder Law, May 15 . . . . . . . . . . . $245 HALF OFF* q Licensed 5 years or less . . . . $122.50* q Guardianship, May 16 . . . . . . . . $245 q Licensed 5 years or less . . . . $122.50* HALF OFF* Save $100 q Both Elder AND Guardianship . $390 *No additional discounts in section 3 may be taken.

I may attend complimentary because I am a (see p. 4): q qualifying judge q court staff attorney

5

3

I’m entitled to 1 or 2 discounts off my total fee(s): q $50 OFF my total because I’m registering by the “Register by” date at left. (If by mail, date of postmark will be determinative.) $25 OFF my total because (choose 1 box only) I’m a member of the q State Bar College q Paralegal Division

4

I can’t attend. Just send course materials.

FREE Shipping & Handling Elder Law Course q Book $85 each† Guardianship Law Course q Book $85 each† To order a discounted PDF download of materials (available 4-6 weeks after the course), search Publications at TexasBarCLE.com.

Registration includes: • Sponsored breakfast and lunch provided both days • Materials in a traditional book format and as a download • Complimentary wireless signal in the meeting room • Free online videos/mp3s available ONLY from TexasBarCLE (see “Free to Our Registrants,” page 4)

q Check (enclosed) payable to the State Bar of Texas for $__________ q MasterCard

q AMEX

5152

I want my Elder Law Course materials format to be: q Hard copy book as well as a PDF download of same (both formats included in registration fee) q PDF download ONLY so I’ll take $25 OFF

My total is $_____________. I am paying by: q Visa

E-mail Laura Angle at laura.angle@texasbar.com for group discount information.

I want my Guardianship Law Course materials format to be: q Hard copy book as well as a PDF download of same (both formats included in registration fee) q PDF download ONLY so I’ll take $25 OFF

VIDEO Houston Take $50 OFF (see section 3): Register by April 24, 2014 q Elder Law, May 8 . . . . . . . . . . . . $245 HALF OFF* q Licensed 5 years or less . . . $122.50* q Guardianship, May 9 . . . . . . . . . $245 q Licensed 5 years or less . . . $122.50* HALF OFF* q Both Elder AND Guardianship . $390 Save $100

Registering five or more?

q Discover

PLEASE PRINT LEGIBLY Account No.______________________________ Exp. Date________ Name on card (Please print) _________________________________________________________ Signature ________________________________________________________________________ State Bar Membership No. ___ ___ ___ ___ ___ ___ ___ ___ Registrant Name__________________________________________________________________

†Plus 8.25% sales tax on total. Please include sales tax or attach an exemption certificate.

Book orders are filled and shipped 4-6 weeks after the live program. A bill will be sent unless a credit card charge is authorized on this form.

For information on audio CDs of course topics, contact our DVD CLE service at 800204-2222, x1575. Mp3 files of topics will be downloadable from TexasBarCLE.com 6-8 weeks after the course.

Firm Name/Court _________________________________________________________________ Address for Bar-Related Mail ________________________________________________________ City/State_____________________________________ Zip________________________________ Phone (

) ___________________________ Fax (

QUESTIONS? 800-204-2222, x1574 • 512-427-1574

) ______________________________

E-Mail (required for registrant’s PDF download option):__________________________________ A confirmation of your registration will be sent to the e-mail address you provide.

JW

State Bar of Texas P.O. Box 12487 Austin, TX 78711-2487

Advanced Elder Law and Advanced Guardianship Courses LIVE April 3-4, 2014 Dallas VIDEO May 8-9, 2014 Houston VIDEO May 15-16, 2014 Austin

NON PROFIT ORGANIZATION

U.S. POSTAGE PAID PERMIT NO. 1804 AUSTIN, TEXAS

Can’t make to that course?

Make it It To A Course?

If it’s a TexasBarCLE course, you’re in luck. We record nearly everything we present, so you can watch it anytime, anywhere you want—and earn MCLE credit.

Access a full range of State Bar CLE resources—highly regarded as among the best in the nation, featuring expert practitioners and reference-quality written materials.

Select from nuts-and-bolts training all the way to advanced, specialized instruction— hundreds of videos and articles. With our DVDCLE service, you can watch DVDs in the privacy of your office, on your own schedule.

Train Staff for Less

than comparable live course registrations and avoid the expense

and inconvenience of travel.

Pick Your Date to show the presentations, determine how many will attend, and contact

us. We’ll send you a confirmation, apply for MCLE credit, and ship high-quality DVDs, course materials and MCLE forms—all to meet your deadline. After the course, return the MCLE cards to us for processing. Keep the DVDs and course books as a valuable addition to your library.

Save when your local bar sponsors a showing. Members will receive a 20% discount off the regular DVDCLE price. Local bars may qualify for even more discounts by committing to more programs.

800-204-2222, x1575 TexasBarCLE.com

Get the CLE you need, when and where you want it. Contact us today!