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2013 Basics Workshop Recorded Sessions
This is a downloadable version of the 2013 Basics Workshop, 8 recorded sessions and materials. Are you thinking about expanding your current practice or interested in gaining a basic understanding of Elder and Special Needs Law? This content is tailored to provide you with a solid overview of Elder Law. * How to Start your Practice and Manage It * Medicaid Fundamentals * Dealing with Incapacity: Guardianship, Elder Abuse and Ethics * There is No Place Like Home • But There Are Options * VA Basics: From the Law to Attorney Certification * Estate Planning - Asset Protection, Uncompensated Transfers and Trusts * Special Needs Trusts and Sample Scenarios * How to Make Money Practicing Elder Law * Basics of Tax For An Elder Law Practice
2018 NAELA Summit (28 Sessions)
2018's NAELA Summit in Chicago featured quality sessions including 3 tracks focusing on Guardianship, Special Needs Planning and Practice Management.
Can Guardianship Be Avoided? (2009)
Session from November 2009 Public Benefits and Guardianship Institute presented by Paul R. Kietzman and Robert Mascali from NYSARC, Inc. Innovative practices are offered that can be used to avoid the need for a formal guardianship for an individual with developmental disabilities. The panel presentation is followed by a workshop-style directed discussion led by panel members and leaders from the Guardianship/Capacity Section.
Contested Guardianships: Sword and Shield (2009)
Session from 2009 Public Benefits and Guardianship Institute presented by Cynthia L. Barrett, CELA, CAP and Shirley Berger Whitenack, Esq., CAP. While many family members initiate guardianships to protect an alleged mentally incapacitated person, some are motivated by a desire to control a relative and his or her assets. This session focuses on litigation techniques and ways to improve the life of the incapacitated person, preempt fights and chaos, and improve post-mortem positions through contested guardianships. Panel presentation is followed by a workshop-style directed discussion led by panel members an leaders from the Guardianship/Capacity Section.
Contested Guardianships: Trial Techniques (2015)
Focuses on a contested guardianship matter involving competing petitions, powers of attorney and allegations of undue influence. The presenters will illustrate various trial techniques including eliciting testimony from both lay persons and expert witnesses through videotaped segments. In addition, the program will address methods for submitting evidence in the record. Presented by David McGuffey and Catherine Seal
Dealing with Incapacity (2013)
This session addresses the different types of guardianships, how they can protect an alleged incapacitated person from abuse, and the ethical dilemmas that may arise by focusing on a case study. Presented by Shirley Berger Whitenack, CAP
Divorce Court (2010)
What's a nice Elder Law Attorney like you doing in a place like this? Session from May 2010 Annual Conference presented by Barbara Hughes, Esq., Catherine Seal, CELA and Darlene Smith. Session concentrates on issues that overlap between guardianship/conservatorship and family law.
Elder Financial Exploitation (2009)
Session from 2009 Introduction to Special Needs and Elder Law presented by Lori Stiegel, JD. Understand the types of financial exploitation, including power of attorney and guardianship abuse, sweetheart scams, and undue influence; the extent and cost of the problem; victim characteristics and dynamics; risk factors, indicators, and the need for routine screening; ethical issues; civil and criminal remedies; and system change opportunities.
Ethical Issues In Elder Law (2009)
Session from November 2009 Public Benefits and Guardianship Institute. Difficult professional ethical issues arise frequently in providing legal services to elderly clients, especially regarding capacity, identifying the client in the context of a family network, conflicts of interest, and confidentiality. Using a series of thought-provoking written vignettes, session examines key ethical issues in Elder Law. The NAELA Aspirational Ethical Standards is also introduced. Presented by Charles Sabatino. 1 hour.
Fair Hearings & Appeals: State Review or Federal Case (2009)
Session from 2009 Public Benefits and Guardianship Institute presented by Sharon Rivenson Mark, Esq.; Rene Reixach, Esq.; and Shirley B. Whitenack, Esq. Gain knowledge of tools you will need to represent clients in fair hearings and to create records for appeals in state courts. Learn when to file an action in federal court instead of going through the state administrative procedures.
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