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.
Play our INFORMATION HUNT game for a chance to win a free registration to next year’s conference! Download the game here!
Meet with us face to face via Zoom:
Thursday, August 5:
8:00 am – 8:30 am
12:10 pm – 12:40 pm
Friday, August 6:
7:30 am – 8:00 am
9:40 am – 10:00 am
11:35 am – 12:15 pm
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 2d VP
469-210-8371
jmcnair@mcnair-dallaslaw.com
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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:
Friday Aug. 6: 11:35am-12:15pm
Please visit our website for
more information about our services.
Garrick Behelfer
Vice President
713-388-7924
garrick.behelfer@frostbank.com
Laura Pinto
Executive Vice President
512-473-4762
laura.pinto@frostbank.com
Thomas Welch
Senior Vice President
214-515-4893
thomas.m.welch@frostbank.com
Todd Breeding
Senior Vice President
817-420-5018
todd.breeding@frostbank.com
Caroline Samis
Vice President
817-420-5181
caroline.samis@frostbank.com
Cindy Barrera
Vice President
361-844-1069
cindy.barrera@frostbank.com
David White
Senior Vice President
210-220-5016
david.white@frostbank.com
We’re giving away two $100 Frost Visa Moolah gift cards!
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 $46.7 billion in assets at June 30, 2021.
One of the 50 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 two $100 Frost Visa Moolah gift cards!
Drop off a virtual business card for a chance to win!
Thank you!
Please visit our website for
more information about our services.
Robin L. Nelson, CTFA
VP/TrustOfficer
214-863-6536
robinnelson@anbtx.com
Margaret Svoboda
VP/TrustOfficer
214-863-6801
margaretsvoboda@anbtx.com
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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:
Thursday, August 5:
8:00 am – 8:30 am
12:10 pm – 12:40 pm
Friday, August 6:
7:30 am – 8:00 am
9:40 am – 10:00 am
11:35 am – 12:15 pm
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
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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.
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Thank you!
Meet with us face to face via Zoom:
Thursday, August 5:
8:00 am – 8:30 am
12:10 pm – 12:40 pm
Friday, August 6:
7:30 am – 8:00 am
9:40 am – 10:00 am
11:35 am – 12:15 pm
Please visit our website for
more information about our services.
We’re giving away a $100 Amazon 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 funds for 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 disbursement and bill pay, nurse care management, benefits coordination, and much more.
Legacy offers 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:
Thursday, August 5:
8:00 am – 8:30 am
12:10 pm – 12:40 pm
Friday, August 6:
7:30 am – 8:00 am
9:40 am – 10:00 am
11:35 am – 12:15 pm
Please visit our website for
more information about our services.
Jason Syesta
Vice President of Member Services
804-476-2116
jsyesta@tlie.org
Enter for a chance to win a $50 Amazon Gift Card!
Drop off a virtual business card for a chance to win!!
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Professional Liability Insurance, BOP, Civil Court Bonds and More – Texas Lawyers’ Insurance Exchange (TLIE) has protected Texas lawyers since 1979 with exceptional, responsibly priced malpractice insurance and unrivaled customer service. As a member-owned provider, TLIE is operated by a member-elected board of directors and, when its claims experience is favorable, TLIE gives money back to its policyholders. The State Bar of Texas selected TLIE as its exclusive Preferred Provider of professional liability insurance.
TLPIA (a wholly-owned subsidiary of TLIE) offers other types of insurance that Texas lawyers need, including business owner’s policy, civil court bonds and cyber insurance. TLPIA has exclusive pricing (10% off standard rates) for BOP coverage. For a quote, please visit www.tlpia.com.
TLIE is offering 4 hours of free CLE at https://cle.tlie.org/ through December 31, 2021. Use coupon code FreeCLE at checkout.
Enter for a chance to win a $50 Amazon Gift Card!
Drop off a virtual business card to connect with us!
Thank you!
Please visit our website for
more information about our services.
Beth Hearn Owens
1235 North Loop West
Suite 907
Houston, Texas 77008
o: 713-913-0972
c: 713-385-8771
f: 940-235-1540
betho@amnat.com
Melissa Hill
17440 Dallas Parkway
Suite 203
Dallas, Texas 75287
o: 214-307-1664
f: 940-235-1540
melissah@amnat.com
Randy Martin
2732 Midwestern Parkway
Wichita Falls, Texas 76308
o: 940-397-2365
f: 940-235-1540
randym@amnat.com
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Thank you!
American National Bank & Trust strives to provide a comprehensive range of wealth management services to achieve your goals of financial security and success. Only by listening carefully to our clients’ dreams, concerns, and unique needs can we develop the appropriate solutions to help achieve each clients’ financial and estate planning goals.
Our trust officers have on average more than 23 years of experience and multiple certifications allowing them to deliver the top level of service to our current clients and their future generations. We have expertise in investments, tax planning, trusts, estate administration, guardianship alternatives, special needs trusts, retirement planning, and other individualized wealth management services.
With trust and wealth management offices across the state of Texas and our corporate headquarters in Wichita Falls, Texas, we are able to provide local experts to help your clients with all of the planning needs.
You can find more information about American National Bank & Trust at www.amnat.com.
Drop off a virtual business card to connect with us!
Thank you!
Meet with us face to face via Zoom:
Thursday, August 5:
8:00 am – 8:30 am
12:10 pm – 12:40 pm
Friday, August 6:
7:30 am – 8:00 am
9:40 am – 10:00 am
11:35 am – 12:15 pm
Please visit our website for
more information about our services.
Mike Wall
Marketing Manager
610-667-3524
mike@docubank.com
Melissa Ayers
Firm Support Specialist
610-667-3524
mayers@docubank.com
We’re giving away Ten free 1-year DocuBank client memberships!
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Thank you!
DocuBank helps you protect your clients and market your firm.
You can help your clients receive the best medical care by providing them with a DocuBank Emergency Card as a part of their complete estate plan. This card gives your clients 24/7 access to their advance directives and important medical information, such as a list of medications and a health summary.
Easy access to these documents provides peace of mind, reduces stress during an emergency, and ensures your clients’ loved ones can be by their side when needed.
In addition to providing a value-added service for your clients, you can also take advantage of unique marketing benefits. DocuBank helps you engage new clients and strengthen relationships with existing ones. Your firm’s information is printed on your clients’ cards, communications from DocuBank remind clients that you provided the service, and more!
Since 1994, thousands of your estate planning colleagues have protected the health care wishes of more than 350,000 clients with DocuBank. Contact us to learn how you can join them.
We’re giving away Ten free 1-year DocuBank client memberships!
Drop off a virtual business card for a chance to win!
Thank you!
Meet with us face to face via Zoom:
Thursday, August 5:
8:00 am – 8:30 am
12:10 pm – 12:40 pm
Friday, August 6:
7:30 am – 8:00 am
9:40 am – 10:00 am
11:35 am – 12:15 pm
Please visit our website for more information about our services.
Dan Boryla
Membership Advisor dan.boryla@eldercounsel.com
Melanie Corbellini
Membership Advisor
melanie.corbellini@eldercounsel.com
Sally Davey
Membership Advisor
sally.davey@eldercounsel.com
Enter to win $250 off an upcoming education course, be it legal-technical, practice development, or a program that offers a little of both. (Offer expires July 2022)
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.
ElderCounsel provides practical, relevant education focused not just on the law but how to apply it, how to build and grow a profitable elder law practice.
All events currently being offered virtually.
Enter to win $250 off any upcoming education course, be it legal-technical, practice development, or a program that offers a little of both. (Offer expires February 2022)
Drop off a virtual business card for a chance to win!
Thank you!
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
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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!
Please visit our website for
more information about our services.
Lani Dalrymple
206-343-8025
lani.dalrymple@wellsfargo.com
Allison Bren Ferris
National Director
206-450-6095
allison.bren@wellsfargo.com
Danielle Adkins
danielle.d.adkins@wellsfargo.com
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At Wells Fargo, the administration of Special Needs Trusts has been a core business offering since 1996. Currently, we serve over 1,200 clients and their families nationwide.
To ensure that our clients receive knowledgeable and responsive service, Wells Fargo has assembled a dedicated team of fiduciary professionals who administer Special Needs Trusts, and other trusts, such as Settlement Preservation Trusts, for beneficiaries living with disabilities. This team works closely with other Wells Fargo professionals, including investment managers, to meet clients’ needs and goals.
Wells Fargo assists clients with developing a budget and paying bills, coordinates tax payments, and connects clients with services and resources such as care managers and home health agencies. At Wells Fargo, our mission is to help our clients lead more comfortable, secure, and fulfilled lives.
Drop off a virtual business card to connect with us!
Thank you!
Please visit our website for
more information about our services.
Brian Cumings
Shareholder
512-480-5626 bcumings@gdhm.com
Chris Trickey
Shareholder
512-480-5620 ctrickey@gdhm.com
Melissa Robles
Marketing Coordinator
512-480-5655 mrobles@gdhm.com
Graves Dougherty Hearon & Moody is an Austin, Texas-based law firm focused on delivering results that make a positive difference for clients and the community.
Founded in 1946, Graves Dougherty was established on the principles of hiring great people, practicing first-class law and focusing on accomplishing clients’ goals.
We recognize that our greatest achievements result from our clients’ willingness to entrust important matters to us. We take this commitment seriously, striving to serve our clients in the manner that best fits their needs.
We represent a wide range of clients including international and national companies and some of Texas’ largest companies, as well as smaller businesses, organizations, individuals and families.
Drop off a virtual business card to connect with us!
Thank you!
Meet with us face to face via Zoom:
Thursday, Nov. 5:
11:55 a.m. – 12:20 p.m. CST
Please visit our website for
more information about our services.
Sean Davis
Shareholder
713-650-2742 sbdavis@winstead.com
Karen Cartee
Marketing Assistant
214-745-5294 kcartee@winstead.com
Drop off a virtual business card for a chance to win a duffle bag & YETI© tumbler and to connect with us!
Thank you!
Winstead PC is a national business law firm with more than 300 attorneys who serve as trusted advisors to emerging, mid-market and large companies, both public and private.
The Winstead team provides a range of core legal services that are critical to our clients achieving their business goals.
Winstead’s business transactions and litigation practices serve key industries including airlines, financial services, healthcare, investment management/private equity, life sciences, real estate and sports business.
City Locations: Austin, Charlotte, Dallas, Fort Worth, Houston, New York, San Antonio and The Woodlands.
Drop off a virtual business card for a chance to win a duffle bag & YETI© tumbler and to connect with us!
Thank you!
Meet with us face to face via Zoom:
Thursday, August 5:
8:00 am – 8:30 am
12:10 pm – 12:40 pm
Friday, August 6:
7:30 am – 8:00 am
9:40 am – 10:00 am
11:35 am – 12:15 pm
Please visit our website for
more information about our services.
Danielle Hart
Client Outreach Associate
619-255-1816
dhart@teamemployer.com
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TEAM Risk Management Strategies (www.teamemployer.com) is a leading provider of outsourced household employment services, offering nationwide employer of record services to fiduciaries who manage trusts, estates, and guardianships which directly employ caregivers or other household service providers.
TEAM provides a seamless solution to address both the hassles of employee administration as well as the considerable risk of employment-related liability. In addition to handling payroll processing, TEAM manages all recordkeeping and tax reporting, and provides full-service access to human resources and compliance experts. To ensure that fiduciaries and trust assets are fully protected, TEAM provides comprehensive workplace insurance and liability coverage, as well as compliance with ever-changing employment law.
TEAM has served hundreds of the nation’s most prominent banks and financial institutions over the last 18 years and employs thousands of people in all 50 states.
Drop off a virtual business card to connect with us!
Thank you!
Meet with us face to face via Zoom:
Friday, August 6
11:35 a.m. to 12:15 p.m.
Please visit our website for
more information about our services.
Joby Mills
Senior Vice President – Director of Trust Services
806-349-9893
jmills@happybank.com
Chris Klemme
Senior Vice President – Senior Trust Officer
972-407-4959
cklemme@happybank.com
Sue Turnage
Senior Vice President – Senior Trust Services
817-989-3955
sturnage@happybank.com
We’re giving away three $100 Happy Bank Visa gift cards!
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Happy State Bank was founded in 1908 in Happy, Texas and today is headquartered in Amarillo, Texas. With $5.6 billion in assets, Happy is one of the largest independent banks in Texas and offers a broad range of financial, trust and wealth services through over 60 offices in more than 40 communities across the Texas Panhandle, South Plains, Austin, Central Texas and the Dallas/Fort Worth Metroplex.
Our uncompromising corporate culture has fostered our ability to experience record setting growth, provide an excellent return to our stockholders and create a unique and wonderful place to work – all while focused on giving dynamic, personal service to our customers, neighbors and friends.
Happy has been named a Best Bank to Work For by American Banker every year since 2014. This bank from a small town has a big future and even boasts the highest rating of Superior by Bauer Financial, Inc. when measuring financial strength. With nearly 1,000 employees, this is a growing bank that continues to make Texas Happy.
Happy State Bank can be found online at HappyBank.com.
We’re giving away three $100 Happy Bank Visa gift cards!
Drop off a virtual business card for a chance to win!
Thank you!