Speaking Schedule
There have been numerous speaking engagements since the last time this website was updated. Please contact us at (214) 720-0102, if you are interested in setting up a speaking engagement.
- February 2, 2012 – “Basics on Memory Loss and how to Plan for Care”. Society of Financial Service Professionals.
- January 19, 2012 – seminar sponsored by Nexus Advisors LLC – “Retirement Boot Camp”. For information please call (972) 348-6305.
- December 6, 2011 – seminar sponsored by Lorman Education Services entitled “Medicaid and Elder Law: Representing Clients in a New Legal Landscape”. For information, please visit their website www.lorman.com.
- November 17, 2011 – Alzheimer’s Association from 1:00 to 2:30 p.m. at Chapel Hill United Methodist Church in Farmers Branch.
- Our website (www.dallaselderlawyer.com) is going to be a topic of discussion (Best Practices in Online Marketing for the Elder Law Attorney) at the National Aging & Law Institute on November 12, 2011 in Boston.
- November 9, 2011 – seminar sponsored by Mullin Law PC.
- October 4, 2011 - seminar sponsored by Money Matters on long-term care options.
- September 7, 2011 – “Turning 65: What You Need to Know if You or Your Clients Are Turning 65” - seminar sponsored by the Solo & Small Firm Section of the Dallas Bar Association. Co-Sponsors: Probate & Estate Planning Section, the Senior Lawyers’ Committee and the DAYL Elder Law
- "Medicaid vs. Long-Term Care Insurance" on July 24, 2008 at Cityplace Conference Center, 2711 N. Haskell, Dallas, Texas at a seminar on Estate, Financial and Health Care Planning for Elder Clients sponsored by the National Business Institute who can be contacted at 800-930-6182 for registration information. Continuing education credits for CLE, NASBA, IACET, PACE, etc.
- "Miller Trust Issues" on May 22, 2008 at 6 p.m. at the Belo Pavilion at a seminar on Elder Law Issues & Resources sponsored by the Dallas Volunteer Attorney Program and Dallas Association of Young Lawyers Elder Law Committee.
- "Requirement of Occupancy of Homestead for Medicaid Exemption" on March 6, 2008 at a seminar on Advanced Elder Law sponsored by the State Bar of Texas at Cityplace Conference Center.
- February 28, 2007 - seminar sponsor by the National Business Institute (NBI) on fundamental Medicaid planning issues at 9:00 a.m. For further information, NBI can be contacted at (800) 777-8707.
- February 22, 2007 - to the Dallas Community College Conference on planning issues for the elderly at 10:00 a.m. at the Dallas Convention Center.
- January 8, 2007 - to Dallas Area Parkinsonism Society (DAPS) on Medicaid planning issues for those afflicted with Parkinson's disease. Luncheon meeting. Call DAPS at 972-620-7600 if interested.
- "Maneuvering Guardians Through the Medicaid Minefield" for the Attorney Ad Litem Certification program sponsored by the Dallas Volunteer Attorney Program (DVAP) on September 21, 2006 at 6:30 p.m. at the Belo Mansion in Dallas. DVAP can be contacted at 214-748-1234 for more information.
- "Medicaid & Medicaid Planning in Texas: Understanding and Working with Institutional Medicaid for the Elderly in an Era of Constantly Changing Benefits" on September 18, 2006 at a full day seminar sponsored by Medical Educational Services, Inc. (MEDS) beginning at 8:30 a.m. at the Holiday Inn Select Love Field, 3300 W. Mockingbird Lane, Dallas, Texas 75235. MEDS can be contacted for additional information at 715-836-9900. Continuing education credits will be given to attorneys, social workers, nurses, nursing home administrators, CPAs, CFPs, GCMs, etc.
- "How to Address Issues of Aging Clients." On September 14, 2006 there will be a panel discussion for the National Association of Insurance & Financial Advisors (NAIFA) at 11:30 a.m. at Brookhaven Country Club in Dallas. This is limited to financial service professionals and insurance agents. NAIFIA can be contacted at 972-991-2364 for more information.
- "Understanding Medicaid and Estate Recovery" on September 12, 2006 at a seminar sponsored by the National Business Institute (NBI) at 8:45 a.m. at the Cityplace Conference Center in Dallas. Continuing education credits for attorneys, financial planners, etc. have been approved. NBI can be contacted at 800-930-6182 for further details.
Please look at the monthly newsletters for additional future speaking engagements.