NAELA's Annual Meeting and Pre-Program will be held in Puerto Rico May 3 - 5, 2023
Program Details for NAELA's Annual Meeting, UnProgram and VA Accreditation (each requires registration)
Wednesday, May 3 2023, from 8:00 a.m. – 3:30 p.m.
NAELA’s UnProgram is the place to exchange ideas and solutions on topics important to you and your practice with attorneys from all over the country. With 30 discussion subjects, the content is focused on three significant areas of elder and special needs law.
• Practice and Firm Management
• How Elder Law Has Evolved And Is Changing
• Current and Substantive Elder Law Topics
The UnProgram means attendees drive the agenda. Some discussion topics will be predetermined by our expert facilitators, many small group discussion topics will be decided by attendees. This year's UnProgram will offer six robust and topical discussions in 60-minute rounds (five rounds throughout the day). Continue the discussions over dinner on Wednesday night as we’ll be offering dine-arounds for those of who want to dine with fellow attendees.
VA Accreditation Workshop
(fulfills initial as well as ongoing CLE requirements for VA Accreditation)
Wednesday, May 3 2023 from 7:50 a.m. – 11:30 a.m.
If you are considering adding representation of veterans with claims for VA benefits to your practice or your current VA Accreditation CLE requirement needs to be renewed, you don’t want to miss this year’s VA Accreditation Workshop in Puerto Rico. All attorneys who assist or represent veterans with claims for VA benefits must be accredited by the Veterans Administration. The VA Accreditation program exists to ensure that Veterans and their family members receive appropriate representation on their VA benefits claims. VA accreditation is for the sole and limited purpose of preparing, presenting, and prosecuting claims before VA.
This three-hour program fulfills both the initial as well as the ongoing CLE requirements for VA accreditation pursuant to 38 CFR 14.629(b)(1)(iii) and (iv). For this course to fulfill the initial attorney accreditation requirements, you must first file an application to become a VA Accredited attorney with the US Department of Veteran Affairs, and it must be approved before you attend. This workshop will be presented by Valerie Peterson, J.D., Chief Executive Officer, Elder Counsel, LLC. It will cover the accreditation requirements, but also provide practical tips on how to advise and plan for clients who may need veterans benefits of all types.
Thursday, May 4, 2023, 8:00 a.m. - 4:30 p.m. and Friday May 5 2023 8:00 a.m. - 3:00 p.m.
Join us for NAELA’s only in-person national meeting in beautiful San Juan, Puerto Rico. Puerto Rico provides easy access and modern technology, so it’s business as usual in paradise. This year's program offers four general sessions as well as 15 breakout sessions covering timely, practical education. Here’s a peek into just a few sessions…
• Representing Fiduciaries: How to Keep Fiduciary Clients Out of Hot Water - presented by NAELA Executive Committee Member, Attorney Eric Einhart.
• Advocating for Clients Who Need Us the Most - presented by Justice In Aging.
• Kruse Ethics Lecture on Ableism - presented by Professor Robyn M. Powell, Oklahoma University.
• How SECURE is Your Retirement Benefits Planning - presented by Attorney Mark Munson.
• The Great Sunset of 2025 and Other Tax Mysteries - presented by Attorney Charles C. Bratton, II.
• Cyber Liability – The Good, the Bad and the Ugly - presented by C. Michael Halfast, CPA
Full session descriptions are available by clicking on the sessions tab found at to the top of the event site webpage.