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AREAS OF
PRACTICE
Medicaid
planning, estate planning with an emphasis
on planning for the special needs of
the disabled, and probate
PROFESSIONAL
MEMBERSHIPS
- Member, State Bar of Texas
Real Estate, Probate & Trust Section
- Member, College of the State Bar of Texas
- Member, Houston Bar Association
Probate, Trusts & Estates Section
- Member, National Academy of Elder Law Attorneys and Texas Chapter
- Member, Texas Chapter of the National Academy of Elder Law Attorneys
Board Member, 2005 - Present
PROFESSIONAL AWARDS AND HONORS
- Listed in Texas Super Lawyers – Estate Planning and Probate, Texas Monthly, 2007, 2008
- Listed in The Best Lawyers in America 2008
- Houston’s Top Lawyers for the People, H Texas Magazine, 2008
- 2004 H Texas Lawyer on the Fast Track
ARTICLES & PAPERS
- "Assessing a Person for Nursing Home Medicaid Eligibility," The Pocket Guide, Co-author, 1999
- "Special Trust Protects From Medicaid Rules," Houston Chronicle, 50+ Section, Co-author, February, 2000
- The University of Texas School of Law, Intermediate Estate Planning, Guardianship and Elder Law Conference, "Recognizing & Responding to Inappropriate or Illegal Estate Planning," Co-author, Galveston, August, 2000
- State Bar of Texas, Elder Law Course, "Abuse, Neglect and Financial Exploitation of the Elderly," Co-author, Houston & Dallas, December, 2000 & February, 2001
- "Miller Trust May Help You, Loved One, Qualify for Medicaid Benefits," Houston Chronicle, 50+ Section, Co-author, March, 2001
- State Bar of Texas, Advanced Estate Planning & Probate Institute, "Report on Medicare After the HMO Retreat, What's New in Advanced Medicaid Planning Techniques and Prospective Dilemmas in Medicaid Planning," Co-author, Houston, June, 2001
- Houston Bar Association, Wills & Probate Institute, "Practical Considerations in Medicaid Planning: Twelve Things to Avoid," Co-author, Houston, February, 2002
- State Bar of Texas, Elder Law Course, "Basic Medicaid and Long-Term Care Planning," Co-author, Austin, March, 2002
- South Texas College of Law, Representing the Elderly Client: Estate Planning, Special Needs Trusts & Guardianships, "Fifteen Misrepresentations Made by Nursing Homes," Co-author, Houston, May, 2002
- 6th Annual Building Blocks of Wills, Estates, and Probate, "Elder Law Planning and Issue Spotting", Co-author, Dallas, January, 2005
- Attorneys in Tax and Probate, "Medicaid Update", Co-author, Houston, May, 2005
- "Planning Effectively to Cope with Medicaid Estate Recovery," Estate Planning, Vol. 32 No. 8, Co-author, August, 2005
- "Section 8 Housing in the 21st Century Age of the Voucher", NAELA News, Vol. 17 No. 6, Co-author, January 2006
- "Dramatic Changes to Medicaid Funding of Long-Term Care", The
Houston Lawyer, a
publication of the Houston Bar Association, Vol. 43, No. 6, Co-author, May/June 2006
- Houston Chronicle Columnist, "Elder Law Notes," Quarterly, Senior Living Section
BOOKS
Save My Home! Saving Your Home, Farm or Ranch from Medicaid Estate Recovery in Texas,
Co-author,
Elder Law Trio Press, 2005
Thomsan West’s Texas Elder Law, Volume 51, Texas Practice Series,, Co-Author
PRESENTATIONS
- State Bar of Texas, Building Blocks of Wills, Estates & Probate Course, Live Studio Broadcast, "Elder Law Planning & Issue Spotting," Speaker, January, 2006
- State Bar of Texas, Advanced Drafting: Estate Planning and Probate Course, "Elder Law Drafting Considerations", October, 2005
- University of Texas, Elder Law Conference, "Nursing Home Misrepresentations," Speaker, Galveston, August, 2005
- State Bar of Texas, Elder Law Primer, Speaker, Dallas, June, 2005
- Attorneys in Tax & Probate, "Medicaid Update," Speaker, Houston, May, 2005
- Disability & Elder Law Attorneys Association, "How to Determine
if Your Client Qualifies for Low-Cost Housing," Speaker, Houston, February,
2005
- University of Texas School of Law, Special Needs Trusts: A Guide for Attorneys, Financial Advisors and Trust Officers, "HUD Housing," Speaker, Austin, February, 2005
- State Bar of Texas, Building Blocks of Wills, Estates & Probate Course, A Live Studio Broadcast, "Elder Law Planning & Issue Spotting," Speaker, January, 2005
- State Bar of Texas, Advanced Drafting: Estate Planning & Probate Course, "Drafting for the Elderly: Medicaid & Other Mountains," Speaker, League City, October, 2004
- University of Texas School of Law, Intermediate Estate Planning, Guardianship & Elder Law Conference, "Affordable Housing", Speaker, Galveston, August, 2004
- Halfmoon LLC, Practical Medicare & Medicaid Skills in Texas, "Medicaid Benefits & Eligibility," Speaker, Houston, August, 2004
- University of Houston, Wills and Probate Institute, "Medicaid, Medicare and Estate Recovery: Can You Get the Benefits Without Losing Everything?" Speaker, Houston, May, 2004
- National Business Institute, Estate, Financial and Health Care Planning Seminar, Speaker, Houston, April, 2004
- State Bar of Texas, Building Blocks of Wills, Estates & Probate Course, A Live Studio Broadcast, "Elder Law Planning & Issue Spotting," Speaker, January, 2004
- Disability & Elder Law Attorneys Association, "Basic Self-Settled SNTs/Pooled Trusts," Speaker, Houston, May, 2003
- South Texas College of Law, Elder Law Conference: Estate Planning, Special Needs Trusts & Guardianships, "Ten Common Errors in Medicaid Planning," Speaker, Houston, May, 2003
- Halfmoon LLC Seminars: Practical Medicare & Medicaid Skills In Texas, "Planning For Medicaid Eligibility & Avoiding The Unauthorized Practice of Law," Speaker, Houston, March, 2003
- South Texas College of Law, "Representing the Elder Client: Estate Planning, Special Needs Trusts & Guardianships," Speaker, Houston, September, 2002
- South Texas College of Law, Wills and Probate Institute, "Medicaid Planning," Speaker, Houston, September, 2001
- State Bar of Texas, Elder Law Course, "Abuse, Neglect and Financial Exploitation of the Elderly," Co-author, Houston & Dallas, December, 2000 & February, 2001
- NASA/Johnson Space Center- Total Health & Safety Day, "Elder Law Issues, Speaker", October, 2000
- State Bar of Texas, Agricultural Law Seminar, "Trespass Concerns," Austin, June, 1994
PROFESSIONAL ACTIVITIES
- State Bar of Texas, Advanced Elder Law and Guardianship Courses, Program Char, 2005
- South Texas College of Law, Wills & Probate Institute with Guardian and Ad Litem Certification Course, Co-Chair, 2007
- State Bar of Texas, Advanced Guardianship Course, Planning Committee, 2008
- State Bar of Texas, General Practitioner Seminar, "Medicaid Planning for your Parent/Client", November, 2008
- State Bar of Texas, Building Blocks of Wills, Estates & Probate Course, Planning Committee, 2006, 2007 and 2008
*CV, BV and AV are registered certification marks of Reed Elsevier Properties Inc., used in accordance with the Martindale-Hubbell certification procedures, standards and policies.
†Martindale-Hubbell is the facilitator of a peer review rating process. Ratings reflect the confidential opinions of members of the Bar and the Judiciary. Martindale-Hubbell Ratings fall into two categories - legal ability and general ethical standards. |
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