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Program InformationThe annual Elder Law Institute™ is co-sponsored with the Senior Law Project of Indiana Legal Services, Inc. Join Claire Lewis and Dennis Frick along with a veteran cast of Elder Law practitioners for this wonderful annual seminar.
AGENDA October 3, 2024
8:30 A.M. Registration and Coffee
8:55 A.M. Welcome and Program Introduction
Claire E. Lewis, Program Chair
9:00 A.M. Waiver Wait List Issues and Where We Go From Here
Dennis K. Frick
9:30 A.M. Pathways and Future of Area Agencies on Aging
Keith P. Huffman
10:00 A.M. Payment for Personal Services by Private and Family Caregivers, and Miller Trust Administration
Jeffery D. Stinson
10:30 A.M. Coffee Break - 15 Minutes
10:45 A.M. IRAs and Planning for the Future
Jeslynn C. Smith
11:15 A.M. PACE Program
Bridget M. McDaniel
11:45 A.M. How to Have a Successful Medicaid Application Process
Kimberly A. Jewell
12:15 P.M. Lunch Break (on your own)
1:15 P.M. Special Needs Planning Including Pooled Trusts for Those Over 65
Kristin L. Steckbeck
1:45 P.M. Conservative Asset Management Issues: Importance of an
Asset Listing to Estate Planners
Mark W. Holwager
- Tax Incentives for Those Charitably Inclined
- Roth Conversion Benefits
- When Does Private Pay = OKAY!
- Directing the Client Towards Sound Investment Strategies
- AND MORE!
2:15 P.M. Miller Trusts
Jessica A. Richards
2:45 P.M. Refreshment Break - 15 Minutes
3:00 P.M. Embracing AI in Your Law Practice
Jennifer L. VanderVeen
3:30 P.M. Tips in Guardianship and Medicaid Education for the Judiciary
Elizabeth A. Homes, Hon. William J. Hughes
4:30 P.M. Adjourn Day 1
October 4, 2024
8:30 A.M. Registration and Coffee
9:00 A.M. Comments from the FSSA Office of General Counsel and Division
of Aging: Medicaid Waiver Transition to Pathways, Wait Listing
and Other Issues
Jessica K. Keyes, Leslie L. Huckleberry
10:00 A.M. Hot Tips in Elder Law
Rebecca W. Geyer, Mark W. Holwager, Kimberly A. Jewell
10:30 A.M. Coffee Break - 15 Minutes
10:45 A.M. Administration of SNTs
Robert W. Fechtman
11:15 A.M. Appeals and Judicial Review
Michael D. Wilhelm
11:45 A.M. What’s New in Estate Planning?
Rebecca W. Geyer
12:15 P.M. Lunch Break (on your own)
1:15 P.M. Lessons Learned from Defending Guardianships
Dennis K. Frick, Ann H. Smith
1:45 P.M. So You Died - Who Cares? Estate Recovery
Matthew C. Moore
2:15 P.M. Veterans Benefits
Heidi B. Adair
2:45 P.M. Refreshment Break - 15 Minutes
3:00 P.M. Appeals on the Allocation of Income and Resources to the
Community Spouse
Connie L. Bauswell
3:30 P.M. Ethics Panel
Jeff R. Hawkins, Jennifer J. Hawkins
4:30 P.M. Adjourn Day 2
To receive CLE credit for an ICLEF On-Demand or a LIVE WEBCAST seminar, you must watch the program in its entirety. ICLEF is unable to award partial CLE credit for viewing ICLEF On-Demand or LIVE WEBCAST seminars. You will have 30 days from the date-of-purchase to complete your ICLEF distance learning seminar. If you are unable to complete the LIVE WEBCAST seminar on the scheduled date of the seminar, ICLEF will place a copy of the ON DEMAND version of the program in your ICLEF Online Account three (3) to five (5) business days after the LIVE WEBCAST concludes. Please call or email ICLEF should you have further questions (317) 637-9102 or iclef@iclef.org
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