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15th Annual Elder Law Short Course

Celebrate the 15th Anniversary of the Elder Law Short Course by learning about important topics including dealing with difficult POAs/guardians, litigating nursing home cases, and maximizing Medicare benefits. Hear about the newest cases and statutes and hear from a panel of Guardianship Judges about what you can do better in their courtrooms. Get practice tips about effective law office management, law firm succession strategies, keeping seniors and adults with disabilities in the community and removing a bad POA or guardian. Other topics to be covered include: planning with retirement benefits, the new VA pension rules, special needs trusts, Medicaid appeals, mental health commitments and much, much more!
  • Credits: 10.25 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 2 Other PR
  • Product ID: P9007-19U
  • Original Program Date: 11/21/2019
  • Formats:
    • Live Event
    • DVD
    • Webcast

Description

EARLY BIRD SPECIAL: REGISTER BY 8/31 and save $100 off the regular registration rate

Day one        

Registration begins at 8:15; Welcoming Announcements will be made at 8:50.
Moderator: Wendy S. Cappelletto, Office of the Public Guardian of Cook County, Chicago

9:00 – 10:00   Illinois Elder Law Case Law and Legislative Update 2019
Linda M. Strohschein, Strohschein Law Group, LLC, St. Charles & Wheaton

10:00 - 10:20   Break — Time to Visit Sponsors and Network with Your Peers

10:20 – 11:20  Planning with Retirement Benefits
Understand the basics of retirement benefits and appreciate the tax issues specific to planning with retirement assets in an elder law context.
Kathryn C. Casey, Dutton Casey & Mesoloras, PC, Chicago
Helen Mesoloras, Dutton Casey & Mesoloras, PC, Chicago

11:20 – 12:20 Ethical Conundrums Facing Elder Law Attorneys
(1.0 Professional Responsibility Credit pending approval)
Learn how to identify potential ethical issues that arise frequently in an elder law practice, capably apply ethical rules to assess appropriate professional conduct in hypothetical factual settings and develop procedures in practice for addressing ethical issues.
Amy DeLaney, Delaney Delaney & Voorn, Ltd., Orland Park, Oak Brook & Chicago
Kerry R. Peck, Peck Ritchey, LLC, Chicago

12:20 - 1:20     Networking Luncheon – Included with Tuition

1:20 – 2:35      Planning Opportunities Under the New VA Pension Rules
Sweeping changes to the VA pension eligibility rules went into effect October 18, 2018. Get an overview of the modifications, with a focus on planning opportunities available to elder law practitioners and their clients under the new rules.
Valerie L. Peterson, CEO, ElderCounsel LLC, Denver, CO

2:35 – 2:50      Break — Time to Visit Sponsors and Network with Your Peers

2:50 – 3:50      Law Office Management – What Keeps Owners and Managing Partners Awake at Night
(1.0 Professional Responsibility Credit pending approval)
Understand the top ten management issues that keep owners and managing partners awake at night as well as various solutions that should help them get some sleep. Learn how to find, train and retain attorneys and staff; improve cash flow; market and develop your firm; and much more!
Ben A. Neiburger, Generation Law Ltd., Elmhurst
John W. Olmstead, MBA, Ph.D, CMC, Olmstead & Associates, St. Louis, MO

3:50 – 4:50      Judicial Perspectives on Guardianships
Learn from the judges themselves what they think guardianship practitioners should know – and what they want to see in their courtrooms.
Judges:
Hon. Melissa S. Barnhart, Twenty-Third Judicial Circuit, Kendall County, Yorkville
Hon. Robert G. Gibson, Eighteenth Judicial Circuit, DuPage County, Wheaton
Hon. Susan Kennedy Sullivan, Circuit Court of Cook County, Chicago
Moderators:
Ray J. Koenig III, Clark Hill PLC, Chicago
Karen Mills, Strohschein Law Group, LLC, St. Charles & Wheaton

4:50                 Adjourn to Optional NAELA Reception

Day TWO

 

 TRACK A

Moderated by: Elizabeth Fink,
WhiteheadFink Elder Law, LLC, Chicago

TRACK B

Moderated by: Mollie Whitehead,
WhiteheadFink Elder Law, LLC, Chicago

 

9:00 – 10:00

 

Special Need Trust (“SNT”) Drafting and Recent POMS Updates
Learn about the differences between 1st party and 3rd party special needs trusts and get practical drafting tips in light of the new POMS updates for SNTs and ABLE accounts.
Heidi E. Dodd, Harter, Larson & Dodd, Belleville
Heather E. Voorn, Delaney Delaney & Voorn, Ltd., Orland Park, Oak Brook & Chicago

Mental Health Commitments and the Use of Psychotropic Medication on the Elderly
The definition of mental health facilities has been greatly expanded by In re Linda B, a recent Illinois Supreme Court case which is significant for hospitals and nursing facilities who treat persons with a diagnosis of mental health issues.  Learn how to get someone into or out of a mental health facility.  Also understand how to get court orders for medication and/or the use of electro convulsive therapy (ECT), which is being used more often for persons who are elderly and diagnosed with depression.
Joseph T. Monahan, Monahan Law Group, LLC, Chicago

 

10:00 – 10:20

Break – Time to Visit Sponsors and Network

 

 

10:20 – 11:20

 

Practical Considerations for Administering Special Needs Trusts
Learn from a panel of trust officers about best practices for administering SNTs.  Understand how to most effectively title assets and handle tax issues and much more!
Scott Nixon, Life’s Plan, Inc., Lisle
Michelle L. Wieneke, Regions Private Wealth Management, Fairview Heights
Kathleen May Yoder, Fifth Third Bank, Chicago

How to Remove a Bad Guardian or POA
This will be a very practical session for the attorney whose client comes in complaining of the actions that a POA or legal guardian is taking.  When do you go beyond informing the client that this is the person the principal or the court chose to handle these duties?  What exactly do you do?  Get sample pleadings and discuss real-life scenarios to enhance your learning.
Susan Dawson-Tibbits, Johnson Bunce & Noble, PC, Peoria

 

 

11:20 – 11:30

 

Quick Transition

 

 

11:30 – 12:30

 

Practitioner Strategies to Keep Seniors and Adults with Disabilities in the Community
Learn about Illinois’ home and community-based waiver programs as well as existing consent decrees and other policies designed to maintain clients in the least restrictive settings possible.
Wendy S. Cappelletto, Office of the Public Guardian of Cook County, Chicago
Ashley C. Coppola, Clark Hill PLC, Chicago

 

Litigating Nursing Home Abuse Cases: What Every Elder Law Attorney Needs to Know
Get both the elder law attorney and personal injury attorney perspective about issues that arise when pursuing a case against a nursing home for personal injuries caused by alleged abuse or neglect. The authority of agents/surrogates to bind the principal to the contract and/or arbitration agreement, and impacts that a lawsuit can have on a client, such as the necessity of relocation due to settlement negotiations, the exempt status of settlement proceeds for Medicaid purposes, and related issues, will be discussed.
Catherine E. Lenert, Mickey, Wilson, Weiler, Renzi, & Andersson, P.C./Elder Law Center, P.C., Sugar Grove
Michael W. Lenert, Meyers & Flowers, Chicago

 

12:30 – 1:30

 

Networking Lunch Provided

 

 

1:30 – 2:30

 

“If Only I Had Known ….”: Practical Tips for Newer Elder Law Attorneys
Become familiar with several important concepts that “seasoned” elder law attorneys already know like the back of their hand.  Learn to minimize the number of times you will utter the words, “if only I had known …”  by learning about Medicaid eligibility rules and much more! 
Constance Renzi, Mickey, Wilson, Weiler, Renzi, & Andersson, P.C./Elder Law Center, P.C., Sugar Grove

 

Successful Custodial Claims: The Power of Preparation
Many clients receive care from family members who may one day want to file a custodial claim against the estate for the work they did and the sacrifices they made.  Learn the rules and timelines related to custodial claims, and the kind of input and documentation necessary for a clinical professional to develop a detailed and accurate valuation of the care provided.
Patricia Cline, LCSW, CCM, CLCP, C-ASWCM, NCG, Lifecare Innovations, Burr Ridge
Melissa Johnson, Generation Law Ltd., Elmhurst

 

2:30 – 2:50

 Break – Time to Visit Sponsors and Network

 

 

2:50 – 3:50

Medicaid Appeals – The Basics and Beyond
Learn when and how you should file a Medicaid Appeal.  Walk step by step through the process and discover some possible pitfalls.  Understand the departments that you will have to coordinate with as well as the possible witnesses you should call at the appeal hearing. Finally, learn what you should do with your FAD (Final Administrative Decision).
Mallory Moreno, Delaney Delaney & Voorn, Ltd., Orland Park, Oak Brook & Chicago
Tiffanny H. Sievers, SI Elder Law, LLC, Marion

The Intersection of the Probate Court, Guardians and GALs in Personal Injury, Wrongful Death and Survival Cases
Get practical knowledge about the roles of the Administrator, Guardian, Guardian Ad Litem and counsel when personal injury cases involving disabled adults or minors, wrongful death cases and survival act cases settle.  Understand your client’s duties, your own duties, and the necessary steps to take once a lawsuit settles. Learn how to finalize these cases efficiently and avoid problems down the road.  
Jesse A. Footlik, Peck Ritchey, LLC, Chicago
Julie L. Pustilnik, Taxman, Pollock, Murray & Bekkerman, LLC, Chicago & Lisle

 

 

3:50 – 4:00

 

Quick Transition

 

 

4:00 – 5:00

Kickbacks and Kicked Out: Why Grandma Isn’t Getting her 100 Days of Medicare Rehab Anymore…and What to Do About It
Have you noticed more clients (or panicked adult-children) calling you, wondering how the nursing home could possibly be sending your client home so soon – too soon? Instead of 100 days, are you seeing discharge happen routinely at day 10 or day 14 (if your client is lucky)? Medicare benefits have not changed, but hospitals and nursing homes have created (almost) impenetrable alliances. So, what’s changed – and how do you protect your client?
Colleen Ceh Becvar, Trinity Advocacy Group, LLC, Oak Brook
Susan M. Langlotz, Strohschein Law Group, LLC, St. Charles & Wheaton

Law Firm Succession, Transition, and Exit Strategies – Ideas for Getting Started
Understand the challenges facing small firm practitioners considering retirement and learn how to plan for their succession, transition, and eventual exit from practice. Specific areas to be covered include: demographics, coming to terms with aging, where and when to start, approaches, valuation and compensation, and more!
Ben A. Neiburger, Generation Law Ltd., Elmhurst
John W. Olmstead, MBA, Ph.D, CMC, Olmstead & Associates, St. Louis, MO

 

5:00     Adjourn

 

                       

Materials

This product does not contain any materials.

Seminar
$600.00
$500.00
View Agenda and Register
Live Webcast
$600.00
$500.00
View Agenda and Register
DVD
SKU: P9007-19D
$600.00

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