Check out the “booths” below to learn about what our exhibitors have to offer.
They’re looking forward to engaging with you via ZOOM.
Use the vendor list or the map below to navigate & learn more.
CLICK HERE TO RETURN TO CONFERENCE.
Meet with us face to face via Zoom:
Meeting ID: 950 3469 3387
Password: 423954
Please visit our website for
more information about our services.
Garrick Behelfer
Vice President
713-388-7924
garrick.behelfer@frostbank.com
Laura Pinto
Senior Vice President
512-473-4762
laura.pinto@frostbank.com
Thomas Welch
Senior Vice President
214-515-4893
thomas.m.welch@frostbank.com
We’re giving away a $250 Frost Visa Moolah gift card!
Drop off a virtual business card for a chance to win!
Thank you!
Frost is the banking, investments and insurance subsidiary of Cullen/Frost Bankers, Inc. (NYSE: CFR), a financial holding company with $34.1 billion in assets at March 31, 2020.
One of the 60 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.
We’re giving away a $250 Frost Visa Moolah gift card!
Drop off a virtual business card for a chance to win!
Thank you!
Meet with us face to face via Zoom:
Wednesday, July 29 from 8:00 a.m. to 4:30 p.m.
Thursday, July 30 from 7:30 a.m. to 5:45 p.m.
Friday, July 31 from 7:30 a.m. to 12:30 p.m.
Please visit our website for
more information about our services.
Gregory Smith
Assistant Dean for CLE
512-232-1174
gsmith@law.utexas.edu
Joanna Jefferson
Senior Program Director
205-210-3375
jjefferson@law.utexas.edu
Drop off a virtual business card to connect with us!
Thank you!
UT Law CLE serves The University of Texas at Austin School of Law, its alumni, and the broader Texas legal community by producing top-quality continuing legal education programs and products.
We want you to realize your full potential as a lawyer, whether your focus is the courtroom or the boardroom, whether you represent individuals or organizations, and even if you are pursuing a nontraditional career in a law-adjacent field.
We want to engage you and be your partner in life-long learning and professional development.
We strive to practice excellence in the work we do so that we can help you achieve excellence in your practice.
Drop off a virtual business card to connect with us!
Thank you!
Meet with us face to face via Zoom:
Wednesday, July 29 from 8:00 a.m. to 4:30 p.m.
Thursday, July 30 from 7:30 a.m. to 5:45 p.m.
Friday, July 31 from 7:30 a.m. to 12:30 p.m.
Please visit our website for
more information about our services.
Paul Premack
2019-2020 President
210-826-1122
paul@premack.com
Lori Leu
2019-2020 Vice President
972-996-2540
lleu@leulawfirm.com
John McNair
2019-2020 2nd VP
469-210-8371
jmcnair@mcnair-dallaslaw.com
Drop off a virtual business card to connect with us!
Thank you!
The Texas Chapter of NAELA is for any attorney who wants to be at the top of their game in Elder Law and Special Needs planning.
Membership provides expert online discussion groups, networking opportunities, webinars, newsletters, our annual “Un-Program” conference, our annual Summer CLE program in cooperation with UT-CLE, all the benefits of membership in National NAELA and more!
Drop off a virtual business card to connect with us!
Thank you!
Meet with us face to face via Zoom:
Wednesday, July 29 from 8:00 a.m. to 4:30 p.m.
Thursday, July 30 from 7:30 a.m. to 5:45 p.m.
Friday, July 31 from 7:30 a.m. to 12:30 p.m.
Please visit our website for
more information about our services.
Nancy Sosa
SVP, Trust & Estates Manager
901 S. Mopac Expwy.
BOP 5, Suite 250
Austin, Texas 78746
512-872-2797
nancy.sosa@cadencebank.com
Felix J. Meneses
SVP, Trust & Estates Executive
5950 Sherry Ln., #540
Dallas, TX 75225
214-365-7004
felix.meneses@cadencebank.com
Tanya T. Castro
CFP®, CTFA
SVP, Trust Business Development Officer
11000 Richmond Avenue, Suite 215
Houston, Texas 77042
o: 713-275-3910
c: 832-454-2027
tanya.castro@cadencebank.com
Drop off a virtual business card to connect with us!
Visit us in Zoom to let us know how long it took to complete the search for a chance to win a $25 gift card!
Thank you!
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 financial strategy, or transferring wealth to the next generation, Cadence’s innovative asset 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.
Drop off a virtual business card to connect with us!
Visit us in Zoom to let us know how long it took to complete the search for a chance to win a $25 gift card!
Thank you!
Meet with us face to face via Zoom:
Thursday, July 30 from 7:30 a.m. to 5:45 p.m.
Friday, July 31 from 7:30 a.m. to 12:30 p.m.
Please visit our website for
more information about our services.
Robin L. Nelson, CTFA
214-863-6536
robinnelson@anbtx.com
Kathy Howe
214-863-6847
kathyhowe@anbtx.com
Margaret Svoboda
214-863-6801
margaretsvoboda@anbtx.com
Drop off a virtual business card to connect with us!
Thank you!
At American National Bank of Texas, our values have served us well since 1875. Doing the right thing for our customers and employees is at the core of everything we do.
In 1926 we expanded to include Trust Services, to meet the changing needs of our clients. Our Trust Department is filled with seasoned financial professionals who seek to build lifelong partnerships with our clients and their families. The only way to get to know a Trust Department is to spend time with its people – and our customers enjoy the personal relationships and attention we provide. Our approach to trust administration is especially well suited to Special Needs Trust beneficiaries and their families.
We are dedicated to providing the additional time and expertise necessary to fully understand and meet the needs of our beneficiaries throughout their lifetimes.
We serve throughout the state of Texas, and look forward to working with you!
Drop off a virtual business card to connect with us!
Thank you!
Meet with us face to face via Zoom:
Wednesday, July 29 from 8:00 a.m. to 4:30 p.m.
Thursday, July 30 from 7:30 a.m. to 5:45 p.m.
Friday, July 31 from 7:30 a.m. to 12:30 p.m.
Please visit our website for
more information about our services.
Lisa Furlow Briley
Regional Sales Consultant
930 S. Harbor City Blvd.
Suite 505
Melbourne, FL 32901
c: 214-769-5367
o: 321-252-0100
f: 866-249-6649
lbriley@interactivelegal.com
We’re giving away Natalie Choate’s classic book Life and Death Planning for Retirement Benefits!
Drop off a virtual business card for a chance to win!
Thank you!
InterActive Legal is the premier Knowledge Company for lawyers specializing in Elder Law, Estate, and Special Needs Planning.
The company provides smart document drafting tools—Wealth Transfer Planning, Essential Estate Planning, and Elder Law Planning as part of the highest quality practice resources, elite discussion forums, a practitioner referral network, and more.
For more information, visit us at InterActiveLegal.com, or contact us at sales@interactivelegal.com or (321) 252-0100
We’re giving away Natalie Choate’s classic book Life and Death Planning for Retirement Benefits!
Drop off a virtual business card for a chance to win!
Thank you!
Meet with us face to face via Zoom:
Wednesday, July 29 from 11:00 a.m. to 12:00 p.m.
Thursday, July 30 from 3:00 p.m. to 4:00 p.m.
Friday, July 31 from 10:00 a.m. to 11:00 p.m.
Please visit our website for
more information about our services.
Marketing Contact:
Katherine Turner
Education & Events Coordinator
katherineturner@medicaidannuity.com
866-605-7437
Exhibitor Contact:
Aaron Kempen
Director of Business Development
aaronkempen@medicaidannuity.com
866-605-7437
We’re giving away a $50 Amazon Gift Card!
Drop off a virtual business card for a chance to win!
Thank you!
Krause Financial Services specializes in crisis Medicaid planning through the use of Medicaid Compliant Annuities and other insurance products.
With over 25 years of experience, we work with elder law attorneys and their clients to accelerate eligibility for benefits and provide relief from the financial hardship of long-term care.
Drop off a virtual business card to connect with us!
Thank you!
Meet with us face to face via Zoom:
Wednesday, July 29 from 8:00 a.m. to 4:30 p.m.
Thursday, July 30 from 7:30 a.m. to 5:45 p.m.
Friday, July 31 from 7:30 a.m. to 12:30 p.m.
Please visit our website for
more information about our services.
We’re giving away a $100 Visa Gift Card!
Drop off a virtual business card for a chance to win!
Thank you!
Legacy Enhancement Trust 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 fundsfor 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 disbursementand bill pay, nurse care management, benefits coordination, and much more.
Legacyoffers a free consultation to help you get to know us and our services.
In addition, they offer low cost fees to establish and maintain a trust for beneficiaries, protecting your future and current assets.
With Legacy Enhancement’s trust services, those who need it most can rest easier knowing that their legacy is preserved.
The non-profit team is dedicated to providing an alternative to traditional and expensive asset preservation methods.
We’re giving away a
$100 Visa Gift Card!
Drop off a virtual business card for a chance to win!
Thank you!
Meet with us face to face via Zoom:
Wednesday, July 29 from 8:00 a.m. to 4:30 p.m.
Thursday, July 30 from 7:30 a.m. to 5:45 p.m.
Friday, July 31 from 7:30 a.m. to 12:30 p.m.
Please visit our website for
more information about our services.
Shawn Fritschy
Regional Vice President
o: 860-580-2609
c: 860-833-5171
shawn.fritschy@abaretirement.com
ABA Retirement Funds Program
PO Box 55072
Boston, MA 02205-5072
We’re giving away a $50 Amazon gift card! Drop off a virtual business card for a chance to win!
Thank you!
The ABA Retirement Funds Program (“the Program”) offers an employer-sponsored retirement plan; built by lawyers, powered by pros.
For over 55 years, the Program has been committed to providing the tools necessary to help all legal professionals achieve retirement security.
Our structure allows your firm to focus on the success of the practice while we provide the highest level of fiduciary oversight allowable through ERISA, reducing your fiduciary risk.
Through our purposeful innovation we provide an investment platform with options to allow for optimal choice and flexibility for your participants and a fully bundled service model, custom designed to meet the unique needs of your firm, to help you and your plan participants learn more, save more and worry less. And we offer all of this at a competitive price whether you are a Solo Practitioner or a large corporation.
Through the unique culture created between the ABA Retirement Funds and our Program partners, we aspire to help every law firm, lawyer and legal professional secure financial futures.
Call us at 800-826-8901 for a free consultation or visit www.abaretirement.com for more information.
Drop off a virtual business card to connect with us!
Thank you!
Meet with us face to face via Zoom:
Wednesday, July 29 from 8:00 a.m. to 4:30 p.m.
Thursday, July 30 from 7:30 a.m. to 5:45 p.m.
Friday, July 31 from 7:30 a.m. to 12:30 p.m.
Please visit our website for
more information about our services.
Catherine Vergara
President
512-338-4533
cvergara@carefor.com
Megan Lawhon
COO
512-338-4533 mlawhon@carefor.com
Debbie Pearson
Founder
512-338-4533
dpearson@carefor.com
Drop off a virtual business card to connect with us!
Thank you!
Well known as one of the top in-home care and care management companies in the Central Texas area, our organization was founded by Debbie Pearson in 2000 with the guiding principle to earn the trust of our clients by going above and beyond for them. Always.
Whether it’s hands-on care, care management, assistance with legal issues, or even fixing a broken leg on your mother’s favorite chair, this unique, holistic approach is pervasive across our entire organization.
Our team of experts in home health and dementia care in the Central Texas area collaborates with you to ensure no need goes unmet.
Our team members have been entrenched in home health throughout medical and caregiving communities for decades.
We know the doctors, service providers, resources and facilities.
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.
Drop off a virtual business card to connect with us!
Thank you!
Meet with us face to face via Zoom:
Wednesday, July 29 from 9:00 a.m. to 4:30 p.m.
Thursday, July 30 from 9:00 a.m. to 5:45 p.m.
Friday, July 31 from 11:30 a.m. to 12:30 p.m.
Please visit our website for more information about our services.
Membership Advisor Team
Phone: 888-789-9908
sales@eldercounsel.com
We’re giving away a $50 Amazon gift card!
Drop off a virtual business card for a chance to win!
Thank you!
ElderCounsel gives law firms the personal attention they deserve.
Through the use of a document drafting system, education, business and creative solutions, and training, you are able to nurture and grow a successful elder law practice.
We help our members retain existing clients and attract new ones all while ensuring that they stay up-to-date with the latest case laws and documents needed.
We know serving the growing population of older adults, people with disabilities and wartime Veterans is not only an honor, but it is a very rewarding practice area for attorneys.
Our passion is to help each attorney better serve their clients, and to make them successful business owners.
Drop off a virtual business card to connect with us!
Thank you!
Meet with us face to face via Zoom:
Wednesday, July 29 from 8:00 a.m. to 4:30 p.m.
Thursday, July 30 from 7:30 a.m. to 5:45 p.m.
Friday, July 31 from 7:30 a.m. to 12:30 p.m.
Wesley E. Wright
713-660-9595
wes@wrightabshire.com
Mr. H. Clyde Farrell
Farrell & Johnson PLLC
512-323-2977
cfarrell@txelderlaw.com
Ms. Patricia F. Sitchler
CELA
The Law Office of Patricia Flora Sitchler
210-816-1761
Ms. Molly Abshire
Wright Abshire, Attorneys
713-660-9595
molly@wrightabshire.com
Drop off a virtual business card to connect with us!
Thank you!
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 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 Reuters.
Drop off a virtual business card to connect with us!
Thank you!
Meet with us face to face via Zoom:
Wednesday, July 29 from 3:00 p.m. to 4:00 p.m.
Thursday, July 30 from 2:00 p.m. to 3:00 p.m.
Friday, July 31 from 11:00 a.m. to 12:00 p.m.
Please visit our website for
more information about our services.
Lina Supnet-Zapata, MBA, CTXG, CMC
Vice President, Managing Partner
Advanced Professional -Aging Life Care
MIR Senior Care & Care Consultants, Inc.
9442 Capital of Texas Highway North
Plaza I, Suite 500
Austin, Texas 78759
o: 512-975-2444
f: 512-519-2304
lina@mircareconsultants.com
We’re giving away a $50 Amazon Gift Card!
Drop off a virtual business card for a chance to win!
Thank you!
We’re giving away a
$50 Amazon Gift Card!
Drop off a virtual business card for a chance to win!
Thank you!
Meet with us face to face via Zoom:
Wednesday, July 29 from 9:00 a.m. to 4:30 p.m.
Thursday, July 30 from 7:30 a.m. to 2:00 p.m. and 3:30 p.m. to 5:45 p.m.
Friday, July 31 from 7:30 a.m. to 12:30 p.m.
Please visit our website for
more information about our services.
Pete Wall
Director of Fiduciary Services
866-984-8576
peter.wall@truelinkfinancial.com
Ricky Contreras
Enrollment Advisor, Investment
866-984-8576
Chip Henslee
Marketing Manager
415-360-1541
chip.henslee@truelinkfinancial.com
We’re giving away a
Bose Soundlink II – Color Bluetooth Speaker!
Drop off a virtual business card below for a chance to win!
Thank you!
We’re giving away a
Bose Soundlink II – Color Bluetooth Speaker!
Drop off a virtual business card below for a chance to win!
Thank you!