Association News

Business Feature

Performance improvement is a topic that is on a lot of association member's minds at this time of year, as annual budgets are evaluated and we look for ways to streamline and improve productivity and performance in our industry.

Board member Dominique Barclay, vice president of finance for Versaton Canada, explains how her company conducts an annual performance improvement evaluation of their manufacturing processes--an evaluation that last year saved Versaton over $750,000!

Job Openings

Accounting Manager - Versaton Canada

The Accounting Manager is responsible for all areas relating to financial reporting. Responsible for developing and maintaining accounting principles, practices and procedures to ensure accurate and timely financial statements. Coordinates with department heads to address the reporting needs of each area and program of the organization. This position operates under tight deadlines and a wide range of accounting activities including bookkeeping, financial reporting, year-end audit preparation and budget preparation. Contact Amelie Venet (amelie@versaton.ca), HR Director at Versaton Canada.

Database Administrator - Opus West

Opus West is searching for a Database Manager, who will be primarily responsible for supervising & maintaining the member database in iMIS. Duties include but are not limited to the accurate execution of the entire donation process, from donation entry, credit card processing, acknowledgement letters, billing, importing and exporting data, daily and monthly report generation and account reconciliation; and providing general membership assistance and customer service. Contact Clara Chen at Opus West.

Member Spotlight

Jane Johnson
Jane Johnson is the Director of Accounting for Versaton Europe. A native of Scotland, Jane is a graduate of Cambridge University and worked at Dun and Bradstreet for six years before joining Versaton. At Versaton, she worked with John Tan in the marketing department at the corporate headquarters in Los Angeles before transferring back to the UK to head the membership department in the European office. Jane loves living in London and feels fortunate to work with so many talented people!

Jane is a member of the iMIS Association's Awards Committee, and particularly enjoys event planning and celebrating the achievements of the best and brightest in our industry. (If you have enjoyed attending our annual gala, Jane is one reason we have such fantastic entertainment and a beautiful setting for the awards.)  She is married to William, an anesthesiologist with the NHS, and is the mother of  first graders Clare and Cecilia. She enjoys biking and hiking with her girls.

Discounted This Month

 
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This webinar is based on the NAELA News Journal article naela.org/NewsJournalOnline/News_Articles/2017/AprMayJun2017/UndueInfluence.aspx Andy Sykes will tell you what he looks for when evaluating whether a case of undue influence is worth pursuing. By following these guidelines, you should be able to give your clients a good evaluation.
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In the blended family context, many of the elder law attorney's common asset protection planning techniques have the potential to cause disruption and damage to delicate family relationships if not employed with care. Based on the NAELA Journal article Asset Protection Planning for Blended Families, By Letha Sgritta McDowell, CELA, and Jonathan G. Blattmachr. This recording is free for members.
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Based on the startling findings described in their NAELA Journal article (Fall 2013, Volume 9, Number 2), Michele Fuller, Esq., and Kevin Urbatsch, Esq., will reveal their discoveries regarding the predicted demographic makeup of persons with disabilities and the factors that influence their numbers. Lean how to prepare today to be the successful special needs practitioner to meet the challenges of the future. Presented as part of the 2014 Annual National Conference by Michelle P.... Details
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With the limited housing options available for individuals with disabilities, a home purchased by a SNT may be the option that best meets the trust beneficiary's housing needs. This webinar analyzes the challenges and risks trustees of SNTs must consider before holding real property in a trust. This webinar is based on the NAELA Journal article, The Fiduciary Pitfalls of Managing Special Needs Trusts That Own Real Estate.
 
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Explains the basic structure and eligibility requirements for various low income housing programs that are available prior to assisted living and/or skilled care. Explores solutions and planning options for low-moderate income seniors and/or disabled individuals to avoid institutional based care. Uses case studies as examples of how multiple agencies/programs can be combined to provide optimal housing and care choices for seniors. Presented by Bob Prettyman, COO Housing Management,... Details
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Learn how to choose and utilize a variety of assessment tools used by practitioners throughout the United States. Recognize the ethical boundaries associated with prospective, current and former clients with diminished capacity. Understand the ways that communication styles make change with aging and cognitive decline and craft interviewing techniques that take these changes into account. Recognize that different interview techniques are needed for the different stages of... Details
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Session from 2009 Annual Conference presented by James R. (Jim) Layton, State Solicitor, Office of the Attorney General of Missouri. Session helps increase an Elder Law Attorney's advocacy skills through written legal communication including briefs, pleadings and correspondence.
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Taking your practice to the next level? This recorded webinar discusses insights and skills that can reduce the distress and promote more positive interactions by using active listening, empathy, and validation rather than information, defensiveness, explanations, and reality orientation.
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Often great lawyers are found in struggling practices because great legal skills don’t always equate to great business skills. This session will focus on the “nuts and bolts” of running a law firm as a business, including time management and time keeping, managing systems, leverage, efficiency, and more. All of which add up to a practice which is as financially rewarding as it is spiritually. Attendees will have the opportunity to discuss various methods of law practice management... Details
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Learn to: Apply the Medicare statues and regulations to determine whether your clients's care should be covered by Medicare; Differentiate Medicare's benefits provided at home, in a hospital, in a skilled nursing facility and in a rehabilitation facility; And determine whether a coverage determination presented to you is correct.
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Session from Basics Workshop May 2011 Las Vegas, NV. An overview of the Medicaid statute, Medicaid eligibility requirements and strategies, including asset transfers, spousal impoverishment provisions, appeals and rights of recovery. Also covers long-term care diversion and skilled nursing facilities. Presented by Bob Morris. 1.5 hours.
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Discusses how to recognize the unique ethical issues that arise when dealing with clients with diminished capacity; identifies the different functional capacities required by law; demonstrates questioning skills to determine legal capacity new ways to maximize capacity. Presented by Edwin M. Boyer and Prof. Roberta K. Flowers
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Communicating With the Disability Community, Families and Caretakers from the 2010 NAELA Special Needs Summit presented by David Huggins, Esq. Whether in communicating with caretakers or client/family interviews, effective communication is essential. Enhance your skills and confidence in this lively, hands-on workshop about effective communication with people with disabilities and their families. Practical tips are provided.
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A power of attorney is an indispensable legal tool in planning for incapacity, but it has the also become one of the most common vehicles for financial exploitation. Expand your knowledge and skill in counseling clients and creating POAs that are better tailored to the client's needs and less vulnerable to abuse. Presented by David Godfrey and Andrew Hook
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In this session you will participate in negotiations between attorneys for spouses who are divorcing. One spouse is under the age of 65 and resides in a skilled nursing facility and receives Medicaid. The other spouse is 65 and resides in the community. What division of assets will assist both parties? What is equitable? Presented by Eugene Rosner and Margaret Hickey
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Breakout session from the 2012 Annual National Conference. Presented by David Knitter.. 1 hour. Sharpen your skills and prevent elder abuse by learning how to become a better fact finder. Avoid becoming a defendant by learning how to better interview your clients and others to uncover elder abuse many experienced practitioners miss.
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Whether you recently graduated from law school or have been practicing for decades, perhaps it is time to review your skills. Do you remember the rules of ademption, the trust merger rules, the dependent relative revocation doctrine, specific vs. residual devise provisions, abatement of bequests, tax allocations clauses? Well, this is the time to refresh your memory when drafting documents and not necessarily merely filling in forms. Presented by Mark Munson, CELA, Hyman G. ... Details
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For over 25 years, NAELA's Annual Conference has provided Elder and Special Needs Law professionals an unparalleled opportunity to learn, discover, and succeed in the field. NAELA members and speakers have helped define this area of law. These sessions (a total of approximately 18 hours) are filled with thought-provoking speakers and cutting-edge programming designed to help you expand your outlook, and sharpen the skills and knowledge you need to excel in your practice.
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Session from 2009 Introduction to Special Needs and Elder Law presented by William J. Brisk, CELA. After defining a successful practice, learn the skills needed to achieve success, ways to organize one's practice, specific ways to keep track of cases, the means to achieve sustainable client development and simple changes that can produce major results. Extensive materials feature management forms that can be used immediately to transform your practice.
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Counsel for the Jimmo plaintiffs will update advocates on Medicare's clarification that skilled nursing, home health and outpatients need not show medical improvement to receive coverage for nursing and therapy services for chronic conditions. The panel will also provide suggestions about applying the Settlement to help beneficiaries obtain Medicare coverage and access to care. Presented by Alice Bers, Esq.; Gill Deford, Esq.; Margaret Murphy, Esq.; Judith A. Stein, Esq. - Center for ... Details
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Administering a special needs trust -- or advising the trustee -- calls on specialized skills and information. The ultimate goal is to improve the beneficiary's quality of life; it is often challenging to accomplish that goal but rewarding when you can. Presented by Robert B. Fleming, CELA. Robert B. Fleming CELA
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You are encouraged to take the 16 Personality assessment which can be found at 16personalities.com in advance of the session to determine your own communication style. Understand how different styles interact with each other. Recognize how client's communication style may affect their ability to communicate effectively with their attorney. Learn ways to recognize problems that arise from different styles. Acquire skills to deal with other communication styles effectively. Presented... Details
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For over 25 years, NAELA's Annual Conference has provided Elder and Special Needs Law professionals an unparalleled opportunity to learn, discover, and succeed in the field. NAELA members and speakers have helped define this area of law and at this year's Annual Conference, you'll engage with thought-provoking speakers, experience cutting-edge Continuing Legal Education programming designed to help you expand your outlook, and sharpen the skills and knowledge you need to excel in... Details
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Learn best practices in writing letters of engagement/legal services agreements. This session includes examining excellent and deficient sample language in light of the ABA Model Rules, with the goal of improving your skills in drafting agreements, leading to more educated and satisfied clients and enhanced protection from scope of representation-based malpractice threats. You should also leave the session equipped with effective answers when asked about a fee from the client or the... Details
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Looking to change your elder law service model to expand your services to include serving individuals with disabilities of all ages? Learn the requisite skill sets to practice confidently - whether you wish to serve as a trustee or be the trusted adviser. This session will teach you how to serve as a trustee or be the trusted adviser. This session will show you how to serve more clients by offering 3rd party SNT's to your menu. You will also learn about administering special... Details
 
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