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Elder Law Institute™ 2022 / OCT 2022
Co-Sponsored with the Senior Law Project of Indiana Legal Services, Inc.
ICLEF PASS+ HOLDERS please note you were previously sent the complimentary download link to the "ICLEF e-Publications and Forms" library with your initial purchase of the ICLEF Pass+. Please click here:email ICLEFshould you wish to have the download links sent to you once again. 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 (Please be sto select Course #X227A to ONLY attend DAY 1 of the Elder Law Institute)
8:30 A.M. Registration and Coffee 8:55A.M.Welcome and Program Introduction Claire E. Lewis, Program Chair 9:00A.M.How to have a successful Medicaid application process Jeslynn C. Smith 9:30A.M.Medicaid and PHE unwinding – how is it going? Dennis K. Frick 10:00A.M.Medicaid Estate Recovery and Probate administration issues Jamie H. Harvey 10:30A.M.Coffee Break 10:45A.M.Navigating the Medicaid system when things go awry Matthew C. Moore 11:15A.M.Mechanics and Criteria of the A & D HCBS waiver Mark W. Holwager 11:45A.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 12:15P.M.Lunch Break (on your own) 1:15P.M.Guardianship Hon. Andrew R. Bloch, Elizabeth A. Homes 2:15P.M.Advance Directive Law – one year later Keith P. Huffman 2:45P.M.Refreshment Break 3:00P.M.Demystifying Death – how to help clients and families deal with death Lisa A. Blackman, Dr. Lorie Hacker DNP, MSNed, NP-C, RN, CNE 4:00P.M.Petitioning the court to increase the CSRA or allocate income Connie L. Bauswell 4:30P.M.Adjourn Day 1 October 7, 2022 (Please be to select Course #X227B to ONLY attend DAY 2 of the Elder Law Institute) 8:30A.M.Registration and Coffee 8:55A.M.Welcome and Program Introduction Claire E. Lewis, Program Chair 9:00A.M.Tax issues related to Medicaid planning Rebecca W. Geyer 9:30A.M.“Hot Tips from the 2022 NAELA Conference” Lora R. Mount 10:00A.M.Financial Institution accountability Jeffery D. Stinson 10:30A.M.Coffee Break 10:45A.M.Special Needs Trust case review Robert W. Fechtman 11:15A.M.Miller Trust management Bridget M. McDaniel 11:45A.M.The Importance of Client Education to the Business of Your Practice Jennifer L. VanderVeen 12:15P.M.Lunch Break (on your own) 1:15P.M.Ethical issues when dealing with clients with dementia (ethics credit) Dr. Elizabeth E. Hathaway, MD 2:15P.M.The “Befores and Afters” of the Medicaid processes Tamara L. Rogers 2:45P.M.Refreshment Break 3:00P.M.Secure Act 2.0 Michael D. Wilhelm 3:30P.M.Ethics Panel Jeff R. Hawkins and Jennifer J. Hawkins 4:30P.M.Adjourn
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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