Monday, October 28th and Tuesday, October 29th, 2024
Chicago Marriott Southwest at Burr Ridge and Live Webcast
A block of overnight rooms at a special program rate are available at
Chicago Marriot Southwest at Burr Ridge until 9/29/2024 by clicking here.
DAY ONE
Moderator: Wendy S. Cappelletto, Office of the Public Guardian of Cook County, Chicago
8:00 - 8:50 Registration Opens or Log into the webcast via your account at www.iicle.com
8:50 - 9:00 Welcoming Announcements
9:00 – 10:00 Illinois Elder Law Case Law and Legislative Update 2024
Get up to date on new cases and Illinois legislation.
Linda M. Strohschein, Strohschein Law Group, LLC, St. Charles &
Paula Willuweit, Strohschein Law Group, LLC, St. Charles
10:00 – 10:15 Break
10:15 -11:15 Finding the True Meaning of ‘Digital Assets’ in Estates and Trusts
Learn about the methods and challenges of valuing a diverse array of digital assets for federal estate and gift tax purposes and how to plan for estates and trusts that hold these unique assets.
Stacy E. Singer, Northern Trust, Chicago&
Fredrick B. Weber, ArentFox Schiff LLP, Chicago &
11:15 - 12:15 Trust Busting
When no one is happy with the trust — not the trustee, not the beneficiary, not you— what options are available for trust busting? Learn about these options, the consequences, the protections available without the trust, and how decanting can serve as a compromise.
Melissa “Missy” Turk Firmage, Chuhak Tecson, Chicago
Elizabeth A. McKillip, Levin Schreder & Carey, Ltd, Chicago&
12:15 – 1:15 Lunch Break
1:15 - 2:15 Faith Based Estate Planning
(1 Diversity & Inclusion Professional Responsibility pending approval)
Learn practical tips for working with clients from a variety of religious and cultural backgrounds, including specific requirements of different faiths that may impact your approach to planning and tips on how to deal with the ethical issues that may arise.
Moderator: Theodore E. Froum, Froum Law Group, LLC, Evanston & Chicago&
Jason S. Ornduff, Harrison LLP, Chicago
Robert A. Romanoff, Levenfeld Pearlstein LLC, Chicago &
Amina Saeed, Northern Trust, Chicago
2:15 – 2:30 Break
2:30 - 3:30 Medicaid Planning for Spouses
Unlock effective strategies for handling spousal refusal, annuity planning, Medicaid-related divorce issues, and retirement planning, including practical insights and helpful tools to ensure your clients receive the best possible guidance and support.
Catherine E. Lenert, Mickey, Wilson, Weiler, Renzi, Lenert & Julien, P.C./Elder Law Center, P.C., Sugar Grove &
Lydia K. Park, Mickey, Wilson, Weiler, Renzi, Lenert & Julien, P.C./Elder Law Center, P.C., Sugar Grove
3:30 – 4:30 Traumatized & Disguised: Secondary Trauma and Imposter Syndrome in Elder Law Practice
(1 Mental Health & Substance Abuse PR pending approval)
Client deaths. Emotionally charged family dynamics. Practice management-related stresses. All of this and more can put strain on the elder law attorney. Learn how to recognize, manage, and address secondary trauma and imposter syndrome - two common challenges for attorneys striving to provide compassionate service to their elderly clients.
Richard Gleason, Illinois ARDC, Chicago
4:30 Adjourn Day One
DAY TWO
| TRACK A Moderated by: Melissa Johnson, Generation Law, Ltd, Elmhurst | TRACK B Moderated by: Elizabeth M. Fink, WhiteheadFink Elder Law, LLC, Chicago |
9:00 – 10:00 | Decanting 101
A step-by-step guide to when to do it, how to do it, why to do it and also what could go wrong.
Kathryn C. Casey, Dutton Casey & Mesoloras, PC, Chicago &
William W. Horton,DentCoulson Elder Law, LLC, O’Fallon
| Dead Man’s Act
Sarah M. LeRose, Law Office of Leonard J. LeRose, Jr., Ltd., Chicago |
10:00 – 10:10 | Break | Break |
10:10-11:10 | Continuing Care Retirement Communities (CCRC): Client Advocacy and Its Limitations
Explore how CCRCs provide a continuum of care with a careful review of the key provisions included in CCRC contracts, including the rights residents typically forego when entering a CCRC and how CCRC contracts compare to month-to-month residency agreements in non-Medicaid facilities.
Andrea Donovan, CMC, Certified Guardian, Andrea Donovan Senior Living Advisors, Inverness
Michael A. Otte, Otte & Czajkowska, Chicago | Probate Basics Learn the essentials of navigating probate court proceedings, including insights into the types of cases typically handled; specific filing requirements for each case type; and key statutory requirements applicable to probate cases.
Kevin Lichtenberg, HeflerLichtenberg, Chicago
Steven M. Novak, Estate and Probate Legal Group, Oak Brook
|
11:10 – 11:20 | Break | |
11:20-12:20 | Issue Spotting in Post-Death Administration
Daniel W. Kaminski, Kogut & Associates, Oak Brook
| Hybrid vs. Traditional Long Term Care Insurance
Explore the key differences between hybrid and traditional long-term care insurance, including insights into the benefits, costs, and coverage options of each type.
Stana Martin, Mrs LTC., Inc., Independence, MO |
12:20 – 1:10 | Lunch Break | |
1:10 – 2:10 | Professional Advice and Counsel for Aging in Place at Home
Gain insights into aging in place, covering medical, legal, and financial considerations. This session will address physical and cognitive assessments, financial planning, home modifications, reverse mortgages, Medicaid, and community resources. Attendees will also explore transition planning and resources for when aging in place is no longer viable.
Andrea Donovan, CMC, Certified Guardian, Andrea Donovan Senior Living Advisors, Inverness
Gina Knight, Certified Aging In Place Specialist, Kastle Keeper, Oakbrook
Sue McNamara, Barrington Area Council on Aging, Barrington
| Guardianships: Limited and Restoration, Supportive Decision Making
Gain a comprehensive understanding of the nuances and appropriateness of limited guardianship. This session will explore the rights of the ward, including the processes for modifying guardianship and restoring rights. Additionally, the session will offer practical guidance on drafting orders that align with statutory requirements for limited guardianship, ensuring legal compliance and protecting the interests of the ward.
Sara Riechert, Chamberlin Riechert Law Group, P.C., Oak Brook
Timothy J. Rigby, Hart, Southworth & Witsman, Springfield |
2:10 – 2:20 | Break | |
2:20 – 3:20 | Trust Administration
Enhance your ability to effectively guide clients in trust administration, ensuring compliance and avoiding common pitfalls that can lead to litigation, such as demands for accounting and citations for removal. This session will also deliver valuable insights into managing trust-related issues already in litigation and provide strategies for advising clients under the Illinois Trust Code.
Amy McCarty, Monahan Law Group, LLC, Chicago
Margaret W. Sima, FMS Law Group LLC, Chicago
| Navigating Medicaid in an Elder Law Practice
Learn essential strategies for advising clients on Medicaid eligibility and benefits. This session includes a comprehensive guide to Illinois regulations and handouts, and tips to navigate the complexities of Medicaid in relation to housing considerations
L. Kaye DeSelms Dent, Dent Coulson Elder Law, LLC, Effingham
Paige N. Fox, Fox Law, LLC, Chicago
|
3:20 – 3:30 | Break | |
3:30 – 4:30 | Access to Legal Services
(1 professional responsibility pending approval)
From vision impairments and hearing loss to language and literacy barriers, elderly clients may face a variety of barriers in trying to access legal services. Learn more about these challenges, what you can do to address them, what your obligations may be to accommodate a client’s needs, and the standards by which those needs are considered to be adequately addressed.
| Ethical Ways to Use AI in Elder Law Practice
(1 professional responsiblity pending approval)
Enhance the level of client service you provide by responsibly integrating Artificial Intelligence (AI) into your practice, ensuring you stay ahead of the technological curve while prioritizing client trust and confidentiality.
Mark A. Williams, Sandberg Phoenix, Edwardsville
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4:30 Adjourn
&= IICLE® Publications Author
