Elder Law Institute™ 2022

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Elder Law Institute™ 2022

Co-Sponsored with the Senior Law Project of Indiana Legal Services, Inc.

Credit(s):

12 CLE
2 Ethics

Course Number:

22700

Start Date:

Thursday, October 06, 2022 9:00 AM (Eastern)

End Date:

Friday, October 07, 2022 4:30 PM (Eastern)

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Category: Elder Law

Category: Elder Law (show less)

Program Information

This year's annual Institute, which is co-sponsored with the Senior Law Project of Indiana Legal Services, Inc., takes place on October 6-7. It will be 12 CLE hours.

We are pleased to welcome back our friends from Krause Financial Services, as well as ElderCounsel, who will be exhibiting at the live in-person session at the ICLEF Conference Facility. Be sure to stop by their table to learn more!

AGENDA

October 6, 2022

8:30 A.M. Registration and Coffee

8:55 A.M.   Welcome and Program Introduction
Claire E. Lewis, Program Chair

9:00 A.M.   How to have a successful Medicaid application process
   Jeslynn C. Smith

9:30 A.M.   Medicaid and PHE unwinding – how is it going?
Dennis K. Frick

10:00 A.M.   Medicaid Estate Recovery and Probate administration issues
Jamie H. Harvey

10:30 A.M.   Coffee Break

10:45 A.M.   Navigating the Medicaid system when things go awry
Matthew C. Moore

11:15 A.M.   Mechanics and Criteria of the A & D HCBS waiver
Mark W. Holwager

11:45 A.M.   Tricky budgeting issues for MA: What happens when there is too
much extra cash each month? A review of how to spend money
when the client’s income is too high
E. Paige Freitag

12:15 P.M.   Lunch Break (on your own)

1:15 P.M.   Guardianship
  Hon. Andrew R. Bloch, Elizabeth A. Homes

2:15 P.M.   Advance Directive Law – one year later
  Keith P. Huffman

2:45 P.M.   Refreshment Break

3:00 P.M.   Demystifying Death – how to help clients and families deal with death
Lisa A. Blackman, Dr. Lorie Hacker DNP, MSNed, NP-C, RN, CNE

4:00 P.M.   Petitioning the court to increase the CSRA or allocate income
Connie L. Bauswell

4:30 P.M.   Adjourn Day 1

October 7, 2022

8:30 A.M.   Registration and Coffee

8:55 A.M.   Welcome and Program Introduction
Claire E. Lewis, Program Chair

9:00 A.M.   Tax issues related to Medicaid planning
Rebecca W. Geyer

9:30 A.M.   “Hot Tips from the 2022 NAELA Conference”
Lora R. Mount

10:00 A.M.   Financial Institution accountability
Jeffery D. Stinson

10:30 A.M.   Coffee Break

10:45 A.M.   Special Needs Trust case review
Robert W. Fechtman

11:15 A.M.   Miller Trust management
Bridget M. McDaniel

11:45 A.M.   The Importance of Client Education to the Business of Your Practice
   Jennifer L. VanderVeen

12:15 P.M.   Lunch Break (on your own)

1:15 P.M.   Ethical issues when dealing with clients with dementia (ethics credit)
  Dr. Elizabeth E. Hathaway, MD

2:15 P.M.   The “Befores and Afters” of the Medicaid processes
  Tamara L. Rogers

2:45 P.M.   Refreshment Break

3:00 P.M.   Secure Act 2.0
  Michael D. Wilhelm

3:30 P.M.   Ethics Panel
  Jeff R. Hawkins and Jennifer J. Hawkins

4:30 P.M.   Adjourn

HOTEL ACCOMMODATIONS:
Please make your reservations with the Hilton Indianapolis Hotel and Suites by CLICKING HERE or calling 317.972.0600. Please mention ICLEF when calling to book your reservation. Rates and reservations are subject to availability.

12 CLE

2 Ethics