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Annual Conference 2019 Session Schedule

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

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Thursday May 9th

General Session 1

Part 1 Memorable Customer Service

1:15 PM - 2:15 PM Grand Ballroom  

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.

Presented by:  Jeff Hargett, Sr. Practice Director, Ritz-Carlton Leadership Center

 

   

General Session 2

Part 2 Memorable Customer Service

2:30 PM - 3:30 PM Grand Ballroom  

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.

Presented by:  Jeff Hargett, Sr. Practice Director, Ritz-Carlton Leadership Center

 

   

General Session 3

Case Law Update

4:00 PM - 5:15 PM Grand Ballroom  

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.

Presented by:  Edwin M. Boyer, CAP; Howard S. Krooks, CELA, CAP; Professor Rebecca Morgan; Craig Reaves, CELA, CAP; Vincent Russo , CELA, CAP; Shirley Berger Whitenack, CAP

 

   

Friday May 10th

General Session 4

Public Policy Update

9:30 AM - 10:30 AM Grand Ballroom  

An up-to-date assessment of the national landscape and the latest out of DC, both from Congress and federal agencies.

Presented by:  Jason A. Frank, CELA, CAP; Morris Klein, CELA, CAP; and David M. Goldfarb, Esq.

 

   

Breakout 1

Spread The Wealth And The Income Tax By Properly Leaving IRAs To A Trust

11:00 AM - 12:00 PM Brazos I/Brazos II  

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.

Presented by:  Vanessa Kanaga, Esq.

 

   

Breakout 2

25 Common Nursing Home Problems And How To Resolve Them

11:00 AM - 12:00 PM Pecos I  

This session will reveal the 25 most common nursing home problems; how to recognize and strategize to combat them.

Presented by:  Eric Carlson, Esq.

 

   

Breakout 3

Go Fund Me, Go Fund Me Not - The Impact Of Crowd Funding On Public Benefits

11:00 AM - 12:00 PM Pecos II  

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.

Presented by:  Mary Alice Jackson, Esq.

 

   

How the Elder Law Attorney Can Help the Plaintiff Attorney

12:30 PM - 1:15 PM Brazos I/Brazos II  

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.

Presented by:  Joanne Marcus, MSW and Shirley M. Diefenbach, Esq.

 

   

Reporting Special Needs Trusts to Social Security

12:30 PM - 1:15 PM Pecos I/Pecos II  

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.

Presented by:  Bryn Poland, Esq., Pi-Yi Mayo, CELA and Beth Hearn Owens, JD, LLM

 

   

Breakout 4

For Better, For Worse, But Not For The Nursing Home

1:30 PM - 2:30 PM Brazos I/Brazos II  

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.

Presented by:  Martha Brown, CELA, CAP

 

   

Breakout 5

Using Expert Witnesses In Guardianship Cases

1:30 PM - 2:30 PM Pecos I  

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.

Presented by:  Karen Reimers, M.D. and Catherine Ann Seal, CELA

 

   

Breakout 6

How Not to Drown Under the Tax Reform Act

1:30 PM - 2:30 PM Pecos II  

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?

Presented by:  Eric Einhardt, Esq. and Deirdre R. Wheatley-Liss, CELA

 

   

Breakout 7

Employment Law For Attorneys,The Terminator And Avoiding I'll Be Back

3:00 PM - 4:00 PM Pecos II  

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.

Presented by:  Caroline Harrison, Esq.

 

   

Breakout 8

Decanting Part 1, Mechanics of Decanting. Learn the Basics

3:00 PM - 4:00 PM Brazos I/Brazos II  

This sesssion will review the conceptual purpose and results of decanting trusts.

Presented by:  Scott Stebler, Esq.

 

   

Breakout 9

Protecting IRAs in Crisis Medicaid Planning

3:00 PM - 4:00 PM Pecos I  

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.

Presented by:  Dale M. Krause, J.D., LL.M.

 

   

Breakout 10

Lessons Learned from Planning Under the New VA Rule

4:30 PM - 5:30 PM Pecos II  

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

Presented by:  Victoria Collier, CELA

 

   

Breakout 11

Decanting Part 2, Advanced Issues - When Decanting Gets Messy

4:30 PM - 5:30 PM Brazos I/Brazos II  

This session will reveal the issues that become problematic when decanting trusts, state to state.

Presented by:  Mary Alice Jackson, Esq. and Scott Stebler, Esq.

 

   

Breakout 12

Paying For Long Term Care

4:30 PM - 5:30 PM Pecos I  

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.

Presented by:  Amber Hinds, John Shickich, JD and Todd Whatley, CELA

 

   

Saturday May 11th

Breakout 13

Crisis Medicaid Planning Strategies

8:15 AM - 9:15 AM Brazos I/Brazos II  

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.

Presented by:  H. Clyde Farrell, CELA

 

   

Breakout 14

Connecting with Senior Clients and Their Adult Children through Law Firm Technology

8:15 AM - 9:15 AM Pecos I  

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.

Presented by:  Audrey Ehrhardt, Esq.

 

   

Breakout 15

Fighting Against an Unfair Discharge

8:15 AM - 9:15 AM Pecos II  

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.

Presented by:  Robert L. McClelland, CELA

 

   

Breakout 16

Which is Best for your Beneficiaries SNT, ABLE or Both

9:45 AM - 10:45 AM Pecos II  

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.

Presented by:  Stephen W. Dale, Esq. and Peter Wall

 

   

Breakout 17

Elder Law Is More Than Just Money Or Papers

9:45 AM - 10:45 PM Pecos II  

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.

Presented by:  Rajiv Nagaich, CAP and Jerold E. Rothkoff

 

   

Breakout 18

Review of Criminal Cases in Which Attorneys Were Defendants and ABA's Profile of a Malpractice Claim

9:45 AM - 10:45 PM Brazos I/Brazos II  

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.

Presented by:  Randy E. Drewett, CELA and Wesley E. Wright, CELA

 

   

General Session 5

Ethics Lecture Malpractice Claims In The Area Of Estate Planning

11:15 AM - 12:15 PM Grand Ballroom  

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.

Presented by:  Professor Gerry W. Beyer

 

   

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