2019 Summit Speakers

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SpeakerSession DateSession Title
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Michael P. Allen, JudgeMichael P. Allen, JudgeTuesday
November 12
Presession 6
Elder Law and the VA: How to Handle Today's Issues
14443
Michael J. Amoruso, Fellow, CAPMichael J. Amoruso, Fellow, CAPTuesday
November 12
Presession 2
Advanced Issues in Pre-Mortem Legal Planning
1793
 Steven M. AndersonSaturday
November 16
Breakout 18
Being a Fiduciary Who Avoids the Court's Wrath
23113
Blaine P. BrockmanBlaine P. BrockmanThursday
November 14
General Session 2
Public Policy Update
4705
Robert S. Bullock, CELA, CAPFriday
November 15
Breakout 4
Tried and True Marketing Tips to Energize You and Your Practice (Part 1)
10374
Aric BurchAric BurchSaturday
November 16
Breakout 18
Being a fiduciary who avoids the Court’s Wrath
20465
Tina CampanellaThursday
November 14
Breakout 2
Supported Decision-Making: A Revolution in Thinking about Capacity
15011
Douglas G. Chalgian, CELADouglas G. Chalgian, CELAThursday
November 14
Breakout 1
Mastering Elder Abuse Civil Remedies
10049
Gene CoffeyFriday
November 15
General Session 3
Current and New Directions of CMS Regarding Long Term Care
2644
Richard A. Courtney, CELA, Fellow, CAPRichard A. Courtney, CELA, Fellow, CAPWednesday
November 13
Presession 12
Special Needs Counseling
9912
Hyman G. Darling, CELA, Fellow, CAPHyman G. Darling, CELA, Fellow, CAPFriday
November 15
Breakout 13
Which Wayfair Here? The Current State of State Fiduciary Income Taxation
11382
Kevin DiazKevin DiazFriday
November 15
Breakout 5
The Current State of Medical Aid-in-Dying Laws in the US
17882
Audrey Gay EhrhardtAudrey Gay EhrhardtSaturday
November 16
Breakout 19
Seven Critical Tips to Get the Most Out of Your Law Practice Management Software
7746
Judy FederSaturday
November 16
Breakout 19
The Future of Long Term Care: A Multi State Perspective
23049
Roberta K. FlowersRoberta K. FlowersWednesday
November 13
Presession 13
Ethical Issues in Elder Law
12382
Tom FosterFriday
November 15
Breakout 7
Great Marketing Tips...How Do I Facilitate Them
23109
Gregory S. French, CELA, Fellow, CAPGregory S. French, CELA, Fellow, CAPTuesday
November 12
Presession 7
Issues Encountered in Legal Capacity Counseling
238
Mark FrieseFriday
November 15
Breakout 8
Planning for a Loved One with a Disability: It Takes the Right Team and Who Do You Need
23044
Howard GleckmanHoward GleckmanThursday
November 14
General Session 1
State and federal policy initiatives in long-term care finance and delivery
23041
David Godfrey, FellowDavid Godfrey, FellowSaturday
November 16
Breakout 17
Drafting Power of Attorneys: They Are Not Forms
10495
Charles P. GolbertCharles P. GolbertThursday
November 14
Breakout 1
Mastering Elder Abuse Civil Remedies
10362
Julian E. Gray, CELAJulian E. Gray, CELAFriday
November 15
Breakout 4
Tried and True Marketing Tips to Energize You and Your Practice (Part 1)
1397
Andrew H. Hook, CELA, FellowSaturday
November 16
Breakout 17
Drafting Power of Attorneys: They Are Not Forms
10823
Mary Alice Jackson, FellowMary Alice Jackson, FellowTuesday
November 12
Presession 5
Today's Advanced Medicaid
350
B. Bailey Liipfert, III, CELAB. Bailey Liipfert, III, CELAWednesday
November 13
Presession 11
Housing Counseling
11408
Lauren MarinaroLauren MarinaroThursday
November 14
General Session 2
Public Policy Update
5078
Letha Sgritta McDowell, CELALetha Sgritta McDowell, CELASaturday
November 16
Breakout 16
From Perdition to Profit: Tips to Running a Successful (Profitable) Practice
7954
Summit MeetingFriday
November 15
Breakout 10
Another Elder Law Topic
16356
Summit MeetingFriday
November 15
Breakout 14
Protecting Elderly Investors Through CFP Board's Enforcement Program
16356
Summit MeetingSaturday
November 16
Breakout 19
Sponsored by Practice 42
16356
Rebecca C. Morgan, CAP, FellowRebecca C. Morgan, CAP, FellowTuesday
November 12
Presession 4
Social Security and SSI Issues
942
Ellen S. MorrisEllen S. MorrisThursday
November 14
Breakout 1
Mastering Elder Abuse Civil Remedies
10483
Mark D. Munson, CELA, CAPMark D. Munson, CELA, CAPFriday
November 15
Breakout 13
Which Wayfair Here? The Current State of State Fiduciary Income Taxation
4499
Judith Peres, LCSW-CFriday
November 15
Breakout 11
Breaking Out of the Conventional Mold of Advanced Directive Counseling
23046
Valerie L. PetersonValerie L. PetersonWednesday
November 13
Presession 9
Dealing with Advanced VA Issues
3138
Louis W. PierroLouis W. PierroFriday
November 15
Breakout 15
Help…My Long Term Care Client Owns a Business
11022
Dari PogachThursday
November 14
Breakout 2
Supported Decision-Making: A Revolution in Thinking about Capacity
23042
Craig C. Reaves, CELA, Fellow, CAPCraig C. Reaves, CELA, Fellow, CAPWednesday
November 13
Presession 10
Complex Planning with IRAs
526
Craig C. Reaves, CELA, Fellow, CAPCraig C. Reaves, CELA, Fellow, CAPFriday
November 15
General Session 4
Too Much To Qualify, Not Enough To Live - Flowchart Analysis of What Can Be Done With Excess Funds When A Person Is Receiving SSI or Medicaid. Sponsored by NELF.
526
Douglas RoederSaturday
November 16
Breakout 20
Latest Scams, Debt Consolidation (or not) and Bankruptcy Process: How to Advise Our Clients
23050
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