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Annual Conference 2018 Session Schedule

Registration desk open 7:30 AM - 5:00 PM 

View schedule at a glance

Thursday May 17th

General Session

Reenergizing Your Practice

12:15 PM - 1:15 PM St. Charles Ballroom  

After this session, participants will be able to: 1) Describe the latest app and program offerings together with workflow techniques that will help you save time and be more productive; 2) Recognize how being connected with clients (and even opposing counsel) can be used for promotion, branding, and marketing (and the obligations that come with that); 3) State why an up-to-date workflow is so important for your consistent and sustainable use of technology tools; and 4) Communicate your needs and wants to your IT professionals.

Presented by:  Scott A. Grossberg, founding partner of Grossberg & Hoehn, Scott Grossberg is both a proven litigator and a highly sought-after public speaker, trainer, and executive coach.
   

General Session

Kruse Ethics Lecture Series

1:15 PM - 2:15 PM St. Charles Ballroom  

The Model Rules of Professional Conduct require an attorney to communicate effectively with a client. We know that not all communication is verbal, in fact a great deal of it is non-verbal. For an attorney to provide competent representation of a client under Model Rule 1.1, it’s critical for an attorney to know and understand various meanings of non-verbal communication, both the attorney’s and the client’s. This session will cover some of those more common non-verbal communications that a client may demonstrate and offer suggestions to the attorneys on how to maximize those client communications under Model Rule 1.4.

Presented by:  Mike Liwicki, Behavioral Expert and former Special Agent of the Federal Bureau of Investigation and Professor Roberta K. Flowers, Professor of Law
   

General Session

The New Necessary Medicaid Planning for Long Term Services and Support

3:00 PM - 4:00 PM St. Charles Ballroom  

After this session, participants will be able to recognize the critical role social insurance plays in meeting the needs of people with disabilities of all ages. The only social insurance program that can meet these needs (Medicaid), requires planning.

Presented by:  Carole Neff, Esq. and Benjamin Veghte, Vice President for Policy, National Academy of Social Insurance (NASI)
   

Breakout Session

Ten Tech Tips in Sixty Minutes

4:15 PM - 5:15 PM St. Charles Ballroom  

After this session, participants will be able to: 1) Explore how integrating cloud syncing and offline storage with apps and programs helps you to be truly mobile; 2) Prioritize your email and document handling into a system that works for you; 3) Investigate the mobile accessories that should be carried with you in court, in a boardroom, and to a client’s location; and 4) Transform the way you think about technology so that it works the way you do (not the other way around).

Presented by:  Scott A. Grossberg, founding partner of Grossberg & Hoehn, Scott Grossberg is both a proven litigator and a highly sought-after public speaker, trainer, and executive coach.
   

Breakout Session

Medicaid Planning Basics You Should Know for Every Client

4:15 - 5:15 PM Jefferson  

After this session participants will be able to: 1) identify the rules and requirements to apply for Medicaid; and 2) apply the lookback rules.

Presented by:  Craig C. Reaves, CELA, CAP, Fellow
   

Breakout Session

We Hear What People Say, But What Are They Really Telling Us?

4:15 PM - 5:15 PM St. James Ballroom  

Discussion of Micro Expressions and Cultural differences in nonverbal communication. Also, my analysis of the non-verbals during the Trump-Clinton debates.

Presented by:  Mike Liwicki, Behavioral Expert and former Special Agent of the Federal Bureau of Investigation
   

Friday May 18th

General Session

How to Protect Yourself (Including Your Clients) From Being Hacked

8:00 AM - 9:00 AM St. Charles Ballroom  

After this session, participants will be able to identify the necessary techniques, and necessary tools to apply/have in place to ensure their businesses are protected from a cyber-breach, hack or employee mistake.

Presented by:  Christopher T. Vernon, Esq., Vernon Litigation Group, Gregory Scasny, Cybersecurity Defense Solutions
   

Breakout Session

How to Protect the Most Vulnerable When They Are The Most Vulnerable

9:15 AM - 10:15 AM St. James Ballroom  

After this session, participants will be familiar with the various tools available to effectively advocate for the rights and needs of institutionalized individuals who have the limited ability to advocate for themselves, including Medicaid appeals, nursing home care planning meetings, resident councils, and resident rights challenges. This session also decodes how to effectively clear the procedural and bureaucratic hurdles faced by advocates.

Presented by:  Edwin M. Boyer, CAP, Fellow and Sophia Mire, Esq., Advocacy Center of Louisiana
   

Breakout Session

Oh My I've Been Hacked... Practical and Ethical Steps You Should Take

9:15 AM - 10:15 AM St. Charles Ballroom  

At the end of this session, participants will be able to identify how to prevent a hack, how to identify if they have been hacked, what to do if they are hacked, and how to get insured against a future hack.

Presented by:  Christopher T. Vernon, Esq., Vernon Litigation Group, Gregory Scasny, Cybersecurity Defense Solutions
   

Breakout Session

Tried and True Medicaid Planning Tools

9:15 AM - 10:15 AM Jefferson  

This one hour session will examine the following workhorse planning techniques: 1: gift and return; 2) promissory notes; 3) annuities; and 4) care contracts.

Presented by:  Maureen D. Lester, JD
   

Breakout Session

Hot Topic - TBD

10:45 AM - 11:45 AM St. James Ballroom  

TBD

Presented by:  TBD
   

Breakout Session

Tech Policies for Employees

10:45 AM - 11:45 AM St. Charles Ballroom  

At the end of this session, participants will be able to: 1) Develop policies needed for employees regarding the use of technology in the workplace; 2) Create an action plan when employees violate the technology policy.

Presented by:  Shirley Berger Whitenack, CAP, Fellow
   

Breakout Session

Fiduciaries and Medicaid Planning

10:45 AM - 11:45 AM Jefferson  

This session will examine whether and when the law might recognize the fiduciary's ability to undertake Medicaid planning for beneficiary. This session will cover the various types of fiduciary arrangements and what is needed to give the fiduciary the ability to undertake this type of planning.

Presented by:  Eric J. Einhart, Esq. and Vincent J. Russo, CELA, CAP, Fellow
   

General Session

Advocacy, Public Policy and Your Practice

1:30 PM - 2:30 PM St. Charles Ballroom  

An up-to-date assessment of the national landscape and the latest out of DC, both from Congress and federal agencies. These pundits will also offer their forecast for the likelihood of changes and what is being discussed during this Congressional session. Ever wonder if your phone calls and letters make a difference to your representative? The panel will provide some strategies for advocacy, both within your state and on a national level.

Presented by:  Jennifer Bell, Chamber Hill Strategies; Robert M. Blancato, The Elder Justice Coalition; and Jason A. Frank, CELA, CAP, Fellow , Morris M. Klein, CELA, CAP, Fellow and David Goldfarb, Sr. Public Policy Manager
   

Breakout Session

Everyone Deserves a Chance: Advocating for Special Needs Children in Public Schools

3:00 PM - 4:00 PM St. James Ballroom  

After this session, participants will be able to effectively advocate for the critical programs and services available in public schools for special needs children to maximize the educational opportunities for special needs children.

Presented by:  A. Frank Johns, CELA, CAP, Fellow
   

Breakout Session

Client Portals…What's That and why Attorneys are Flocking to Them

3:00 PM - 4:00 PM St. Charles Ballroom  

After this session, participants will be able to: 1) describe why using a client portal better serves the firm’s clients; 2) assess the differences between providing documents as E-mail attachments versus through a client portal; and 3) determine whether setting up a portal using the firm’s practice management software or using a third party is the best solution for the firm.

Presented by:  Darla W. Jackson, Practice Management Advisor, Oklahoma Bar Association
   

Breakout Session

Asset Ownership and the Impact on Public Benefits

3:00 PM - 4:00 PM Jefferson  

After this session, participants will be able to: 1) describe the differences options to title assets and 2) recognize how to title assets to achieve the client’s planning goals.

Presented by:  Louis W. Pierro, Esq. and Joan L. Robert, CELA, CAP
   

Breakout Session

Medicaid Planning Intensives: Gift And Return

4:30 PM - 5:30 PM St. James Ballroom  

After this session, participants will be able to apply their state’s rules regarding gift and return, strategies to allow potential Medicaid beneficiaries to determine the ultimate disposition of their assets using gifts, short-term annuities, and special-needs trusts.

Presented by:  Gregory S. French, CELA, CAP, Fellow and Mary Jo Speier, Esq.
   

Breakout Session

Medicaid Planning Intensives: Promissory Notes and Spousal Refusal

4:30 PM - 5:30 PM St. Charles Ballroom  

As a result of this session, you will be able to maximize your client’s ability to qualify for Medicaid LTSS while directing the most assets consistent with your client’s wishes.

Presented by:  Michael J. Amoruso, CAP, Fellow; Robert C. Anderson, CELA, CAP; and Judith D. Grimaldi, CELA, CAP
   

Breakout Session

Medicaid Planning Intensives: Annuities

4:30 PM - 5:30 PM Jefferson  

After this session, participants will be able to implement annuities in their Medicaid eligibility practices for both single and community spouses.

Presented by:  Hyman G. Darling, CELA, CAP, Fellow
   

Breakout Session

Medicaid Planning Intensive: Care Contracts

4:30 PM - 5:30 PM Jackson  

As a result of this session, you will be able to utilize care contracts to fulfill your client’s life care objectives while employing/compensating usually family members to achieve them.

Presented by:  Michael C. Weeks, CELA
   

Saturday May 19th

General Session

Case Law Update

8:15 AM - 9:30 AM Jefferson Ballroom  

NAELA past and current presidents will discuss some of the most significant cases decided in the past year, covering a variety of substantive areas of elder law and special needs planning.

Presented by:  NAELA Past Presidents Ed Boyer, Craig Reaves, Becky Morgan, Vincent Russo
   

Breakout Session

Three Prong Approach to Changing the Law: Legislation; Regulation; and Litigation

10:00 AM - 11:00 AM Jefferson Ballroom  

Want to learn how to effect the law through Legislation, Regulation and Litigation? Former U.S. Representative, David Jolly, will speak on how to communicate with legislators to achieve legislative success. Representative Jolly will also provide tips on litigation and regulatory advocacy. David Wilson Jolly is an American attorney, former lobbyist, and former U.S. Representative for Florida's 13th congressional district.

Presented by:  Former U.S. Representative, David Jolly; Jason A. Frank, CELA, CAP; Morris Klein, CELA, CAP; and David M. Goldfarb, Esq., NAELA Sr. Public Policy Manager
   

Breakout Session

Aspirational Standards in Shows and Songs

10:00 AM - 11:00 AM Jackson  

At the end of this session, participants will be able to: 1)Navigate the many difficult ethical issues that often arise when representing elderly individuals and individuals with disabilities; 2) Holistically meet the needs of their clients; 3) Identify the client and the individuals who will assist the client at the earliest stage of representation; 4) Avoid conflicts of interest with family members, fiduciaries, and joint or concurrent clients; 5) Preserve client confidentiality in situations involving frequent contacts with family members, caregivers, or other third-party individuals who are not clients; and 6) Appropriately protect clients who have diminished capacity who are at risk of substantial harm or who cannot adequately act in their own interest.

Presented by:  Gregory French, CELA, CAP, Fellow; Stuart D. Zimring, CAP, Fellow
   

Breakout Session

The Next Level of Social Media: The External Advantages and the Internal Problems

11:15 AM - 12:15 PM Jefferson Ballroom  

After this session, participants will be able to: 1) compare the advantages to using various social media platforms to market your firm while considering the internal impact; and 2) develop a process to keep records of the information shared via these platforms.

Presented by:  Daliah Saper, Esq., an American intellectual property, internet, entertainment and business attorney.Saper Law Offices
   

Breakout Session

Planning for the Well Spouse

11:15 AM - 12:15 PM Jackson  

After this session, participants will be able to identify a variety of tools needed to effectively plan for Medicaid eligibility of the institutionalized spouse while implementing an asset preservation plan for the well spouse designed to achieve the maximum level of asset protection utilizing these planning tools.

Presented by:  William J. Browning, CELA, CAP, Fellow and Howard S. Krooks, CELA, CAP, Fellow
   

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2018

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