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Registration desk open 7:30 AM - 5:00 PM
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General Session 1
Part 1 Memorable Customer Service
THIS SESSION WAS NOT RECORDED. Learn how to increase practice revenue by anticipating customer needs and increasing customer satisfaction after attending the award-winning Ritz-Carlton Leadership Center session, Memorable Customer Service.
General Session 2
Part 2 Memorable Customer Service
THIS SESSION WAS NOT RECORDED. Part 2 Learn how to increase practice revenue by anticipating customer needs and increasing customer satisfaction after attending the award-winning Ritz-Carlton Leadership Center session, Memorable Customer Service.
General Session 3
Case Law Update
NAELA past 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.
General Session 4
Public Policy Update
An up-to-date assessment of the national landscape and the latest out of DC, both from Congress and federal agencies.
Spread The Wealth And The Income Tax By Properly Leaving IRAs To A Trust
This session will focus on the benefits of naming a separate trust for IRAs and retirements to provide tax savings and assets protection to the client's family and beneficiaries upon the death of the client.
25 Common Nursing Home Problems And How To Resolve Them
This session will reveal the 25 most common nursing home problems; how to recognize and strategize to combat them.
Go Fund Me, Go Fund Me Not - The Impact Of Crowd Funding On Public Benefits
Crowd-funding is here to stay. But the generosity of strangers is not always accompanied by an understanding of management of the money for the benefit of public benefits recipients. Learn strategies for making crowd-funding work for your clients – before and after the dollars roll in.
How the Elder Law Attorney Can Help the Plaintiff Attorney
THIS SESSION WAS NOT RECORDED. (Sponsored by Commonwealth Community Trust) When a personal injury attorney settles a case, they often do not know how the settlement will affect the client's means tested benefits. This program will prepare elder law attorneys to assist personal injury attorneys and their clients with post settlement planning including benefits protection, Medicare Set-Aside accounts and structured settlements.
Reporting Special Needs Trusts to Social Security
THIS SESSION WAS NOT RECORDED. (Sponsored by BOK Financial) With the recent changes and varying view points on reporting to the Social Security Administration and local agencies, this session will focus on the current laws and guidelines regarding reporting Special Needs Trusts. Presenters will also discuss best practices for trustees and beneficiaries of these special needs trusts.
For Better, For Worse, But Not For The Nursing Home
With the increasingly restrictive Medicaid rules for nursing home care, the use of divorce as a Medicaid planning technique is becoming the best option for some married couples. This session will explore the process of obtaining a divorce, explain how the rights of the ill spouse are protected and how a family court will approach these cases.
Using Expert Witnesses In Guardianship Cases
This session will focus on the when and why you might need expert testimony in a Guardianship proceeding and the evidentiary and procedural issues that accompany such cases.
How Not to Drown Under the Tax Reform Act
The purpose of this session is to discuss what attorneys and CPAs experienced after the Tax Reform Act and the effect on 2018 tax returns. Did we drown or tread water?
Employment Law For Attorneys,The Terminator And Avoiding I'll Be Back
This session will provide an overview of the laws attorneys as employers should follow. Find out which laws apply to your practice and how you can take steps to avoid employee litigation.
Decanting Part 1, Mechanics of Decanting. Learn the Basics
This sesssion will review the conceptual purpose and results of decanting trusts.
Protecting IRAs in Crisis Medicaid Planning
This session will address how IRAs affect Medicaid eligibility, the consequences associated with liquidating these accounts, and how to use a properly-structured immediate annuity while helping clients qualify for Medicaid benefits.
Lessons Learned from Planning Under the New VA Rule
This session will discuss how planning for Veterans’ Benefits have changed since the enactment of the new regulations, including viable use of irrevocable trusts, gifting and other strategies; the response of the VA on applications; and whether the focus has changed from VA planning to more Medicaid planning
Decanting Part 2, Advanced Issues - When Decanting Gets Messy
This session will reveal the issues that become problematic when decanting trusts, state to state.
Paying For Long Term Care
This session will focus on pairing legal strategies with financial strategies to pay for LTC. Financial strategies include annuities and life insurance policies with long-term care riders. The focus of the presentation will be how integrating certain financial solutions with trust-based planning will empower our clients with more choices rather than impoverish them when they face long-term care challenges.
Crisis Medicaid Planning Strategies
This session will explore Medicaid planning strategies and how they differ amongst the states (and even some localities). Attend this session and leave with a fresh and new approach to some common planning strategies based on these state differences.
Connecting with Senior Clients and Their Adult Children through Law Firm Technology
Sponsored by Practice 42. This session will focus tools to increase the understanding of the "technology and seniors" landscape in order to reduce the challenges that seniors and their families face leading to increased client satisfaction, engagement and interaction.
Fighting Against an Unfair Discharge
This session will focus on the rules and regulations that control when and how a nursing home resident can be transferred and/or discharged, including notice requirements, medicare and medicaid rules; the resident’s rights including the appeal process; and how to handle a hearing.
Which is Best for your Beneficiaries SNT, ABLE or Both
Sponsored by TrueLink Financial. This session will focus on the appropriate and optimal uses of both Special Needs Trusts and ABLE Accounts for managing the financial and personal well-being of people with disabilities.
Elder Law Is More Than Just Money Or Papers
When we help clients obtain Medicaid or VA benefits, have we done all we can to help the client? Or is there more we could and should be considering? This session will focus on the many aspects of practicing elder and special needs law.
Review of Criminal Cases in Which Attorneys Were Defendants and ABA's Profile of a Malpractice Claim
This session will begin with a review of criminal cases involving attorneys in estate planning and elder law in which resulted in convictions and disbarments. Part 2 of the session will focus on the survey the ABA produces every four years about malpractice claims dealt with by insurance carriers which reveal telling information as to malpractice claims in the US and how they sort out as to areas of law and the basis of the claims which draw the most complaints.
General Session 5
Ethics Lecture Malpractice Claims In The Area Of Estate Planning
This presentation will involve a multistate review of decided cases involving malpractice in estate planning cases. Find out why Professor Beyers takes the position that the majority of decided cases in this area originate in the estate planning execution stage. Learn what you can do to avoid being a target of a lawsuit.
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