Speaking Schedule

There have been numerous speaking engagements since the last time this website was updated in July 2008. This website is being updated in July 2010. The most recent speaking engagement was on July 14, 2010 on "Medicaid vs. Long-Term Care Insurance" at Cityplace Conference Center, 2711 N. Haskell, Dallas, Texas. Please contact us at (214) 720-0102, if you are interested in setting up a speaking engagement.

• "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 Pavillion 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 Occcupancy 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.