VAELA 2014 Unprogram Documents
The following documents are available for viewing as PDF files.
NOTE: To download a single ZIP file that contains a copy of all the PDFs listed below, click here (approx 41MB).
General Event Files:
- Handout Introduction
- UnProgram Agenda
- Sponsors and Exhibitors List
- Continuing Legal Education Credit Information & Forms
- UnProgram Evaluation Form for Sunday, Feb. 23, 2014
- UnProgram Evaluation Form for Monday, Feb. 24, 2014
- Biosketches, Speakers and Facilitators
- Table of Contents, Sunday Presentation Handouts
- Table of Contents, Monday Presentation Handouts
Sunday Presentation Handouts:
- Assessing Decision-Making Capacity in Seniors (Presenter: Gary H. Oberlender, MD, FACP)
- Assuring Quality of Care in Nursing Homes and Assisted Living Facilities (Presenter: Joshua D. Silverman, Esq.)
- Ayers vs. Shaffer
Monday Presentation Handouts:
- An Un-Review: Involuntary Mental Health Treatment Powers for Advance Medical Directive Agents and Guardians (Facilitator: Shawn Majette, Esq.)
- Assorted Topics in Retirement Account Planning: What Every Practitioner Needs to Know (Facilitator: John Marold, JD)
- Beginner's Practical Tips for Probate and Administration of an Estate (Facilitator: Rhona Levine, Esq.)
- Overview
- Appendix
- Best Practices Before Your Local Commissioner of Accounts (Facilitators: Kimberly Pinchbeck, Esq. and Ken Labowitz, Esq.)
- Collaborating with Care Managers in Complex Cases (Facilitators: Anne Heishman, Esq., Kate Caldwell, Vanessa Bishop, Joan Richardson, Megan Descutner)
- Communicating with Non-Clients (Facilitator: Loretta Morris Williams, CELA)
- Ethical Issues in Communicating with Non-Clients - Mary Helen McNeal & Kimberly E O'Leary
- Virginia Supplement
- Containing the Cost of Litigation (Facilitator: James McConville, Esq.)
- Christ v. Flinthill Space Communications Trust, et al
- Code of Virginia: 64.2-2003. Appointment of guardian ad litem.
- Dead Man's Statute and Other Shape Burden Shifters in Undue Influence and Breach of Fiduciary Duty Cases (Facilitator: Ron Feinman, Esq.)
- Drafting Tips for Smooth Special Needs Trust Administration - Elizabeth Gray, Esq.
- HECM Program: Recent Changes and Creative Uses -James Warns, Melanie Lee, Esq.
- Mortgage Letter 1
- Mortgage Letter 2
- Mortgage Letter 3
- HECM Principal Limit Factor Tables Effective September 30, 2013
- The HECM Program: A Discussion of Recent Changes and Creative Uses
- CRR – The Government's Redesigned Reverse Mortgage Program - Alicia H. Munnell and Steven A. Sass
- How to Draft and Administer a Special Needs Trust - Elizabeth Gray, Esq.
- Issues in Transition: Special Needs Planning - Ann Green, Esq.
- Life & Transition Planning for Special Needs
- Issues in Transition: What Happens When A Special Needs Child Turns 18 - Virginia CLE
- Medicaid Planning: What the New Elder Law Attorney Needs to Know - Elizabeth Bircher, Esq.
- Practice Management: What was your most successful idea in 2013? What idea was your biggest failure? - Andrew Hook, CELA
- MPF: Top Priorities for Law Firms IN 2014? Depends ... JD Supra Perspectives
- Promissory Notes and Other Medicaid Planning Strategies - Susan Jean, CELA, Sandra Smith, CELA
- Social Security Disability Essentials for the Elder Law Attorney; and Social Security for All: OASDI, SSDI, SSI and DOC - Sheri Abrams, Esq.
- The Dirt on Deeds - Ross Hart, Esq.
- Sample Deed
- Code of Virginia – Transfer on Death Deeds
- Virginia Underwriting Bulletin 2013-16 September 9, 2013 Transfer on Death Deeds - Fidelity National Title Group
- TOD Deeds in Virginia and other Dirt on Deeds
- Complex Deed
- The Three P's of Trust Protection - Buckley Fricker, JD
- The Three P's of Trust Protectors - Purposes, Powers, Potential Liability
- The Three P's of Trust Protection - Purpose? Powers? Potential Liability?
- Using Trusts in Medicaid & Veteran's Asset Protection Planning - Evan Farr, CELA
- Veterans Benefits for the New Elder Law Attorney- Christopher McCarthy, CELA
- Same Sex Estate Planning - Phoebe P. Hall
- Same Sex Estate and Elder Law Planning in Virginia After Windsor
- After DOMA: What it Means for You
NOTE: To download a single ZIP file that contains a copy of all the PDFs listed below, click here (approx 41MB).