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Elder Law Institute™ 2023
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Program InformationThis year's annual Institute is co-sponsored with the Senior Law Project of Indiana Legal Services, Inc. Join Claire Lewis and Dennis Frick and a veteran cast of Elder Law practitioners for this wonderful annual seminar.
AGENDA October 5, 2023(Please be sure select COURSE # X345A to ONLY attend DAY 1 of the Elder Law Institute)
8:30 A.M. Registration and Coffee
8:55 A.M. Welcome and Program Introduction
Claire E. Lewis, Program Chair
9:00 A.M. The PHE Unwinding – Part 2.0
Dennis K. Frick
9:30 A.M. Meanwhile, Back at the Nursing Home... Effective Responses to Common Problems Faced by our Nursing Home Clients
Ann H. Smith, Scott R. Severns, Michelle L. Niemier, John K. Heinz, Ashley N. Hadler
10:30 A.M. Coffee Break
10:45 A.M. Hot Tips in the Elder Law Practice
Keith P. Huffman, Rebecca W. Geyer, and Jeffery D. Stinson 11:15 A.M. Changes in Healthcare Directive Law; POST Update Dr. Susan E. Hickman, PhD
11:45 A.M. A Practitioner’s View of Assisting Families Through End-of-Life Decision Making
Dr. David M. Mandelbaum, MD
12:15 P.M. Lunch Break (on your own)
1:15 P.M. Ethical Issues in Dealing with Clients with Incapacity
Dr. Tracy D. Gunter, MD
2:15 P.M. All Things Crypto and Estate Planning
Keith P. Huffman
2:45 P.M. Refreshment Break
3:00 P.M. Guardianship and Estate Accountings
Jennifer L. VanderVeen
3:30 P.M. Intersection Between Commitment and Guardianship
Intersection Between Divorce and Guardianship
Elizabeth A. Homes, Hon. Andrew R. Bloch, Hon. William J. Hughes
4:30 P.M. Adjourn Day 1
October 6, 2023(Please be sure select COURSE # X345B to ONLY attend DAY 2 of the Elder Law Institute)
8:30 A.M. Registration and Coffee
9:00 A.M. Powers of Appointment, Grantor Trusts, and Other Trust Tips
Rebecca W. Geyer
9:30 A.M. Working to Live Instead of Living to Work: How to provide high-quality service to your clients while keeping you and your staff happy
Matthew C. Moore
10:00 A.M. Special Needs Case Review
Robert W. Fechtman
10:30 A.M. Coffee Break
10:45 A.M. Social Security Basics (Review of retirement, disability, divorce, SSI)
Connie L. Bauswell
11:15 A.M. Payment for Personal Services
Jennifer A. Sturges
11:45 A.M. Reforming Wills and Trusts via Court Order
Roger T. Coffin
12:15 P.M. Lunch Break (on your own)
1:15 P.M. Tips for Resolving Disputes with Public Benefits Agencies
Jeffery D. Stinson
2:15 P.M. Continuing Care Contracts
Michael D. Wilhelm
2:45 P.M. Refreshment Break
3:00 P.M. Minimalist Estate Planning
Jeffrey S. Dible
3:30 P.M. Ethics Panel
Jeslynn C. Smith, J. Bryan Nugen, Tracey L. Rosswurm
4:30 P.M. Adjourn Day 2
To receive CLE credit for an ICLEF produced On-Demand or LIVE WEBCAST seminars, you must watch the program in its entirety. ICLEF is unable to award partial CLE credit for remote viewing of 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 program 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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