VAELA 2015 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 25MB).

General Event Files:

  1. Handout Introduction
  2. UnProgram Agenda
  3. Sponsors and Exhibitors List
  4. Continuing Legal Education Credit Information & Forms
  5. Biosketches, Speakers and Facilitators
  6. Table of Contents Presentation Handouts

Presentation Handouts:

Friday:

The Interface Between Elder Law and Geriatric Medicine - Gary H. Oberlender, MD, FACP

Saturday:

  1. Best Practices Before Your Local Commissioner of Accounts – Kimberly Pinchbeck, Esq. and Elizabeth Wildhack, Esq.
     
  2. Clients, Confidentiality, Conflicts, and Competence: Navigating the High “C’s” of Elder Law Ethics - Susan I. Jean, CELA
     
  3. Contested Guardianships – Sheryl Herndon, Esq.
    a. Guardian/Conservator Face Sheet
     
  4. Drafting and Administering Special Needs Trusts – Loretta Morris Williams, CELA
    a. Appendix I - Permissible Distributions from Special Needs Trust (Distributions That Will Not Reduce SSI)
    b. Appendix II - Permissible Distributions from Special Needs Trust (Distributions That Will Not Affect Medicaid)
     
  5. Estate Planning Issues Specific to Non-US Citizens – Yahne Miorini, LL.M.
     
  6. Guardianship Across Borders: Working with Uniform Act and Non-Uniform Act States – James McConville, Esq.
     
  7. How to Run a Successful Guardianship Practice - Elizabeth Bircher, Esq.
     
  8. Managing a Small Law Firm in Today’s Changing Environment – Andrew Hook, CELA and Sandra Buhr, CLM
    a. CBA Futures Legal Initiative
     
  9. Medicaid Hardship Hearings (Overcoming Technical Ineligibility…or, at least, keeping Mom in the SNF) – Walter Sheffield, Esq.
     
  10. Medicaid Planning – Practical Considerations and Regulatory Pitfalls – Christopher McCarthy, CELA
     
  11. Proactive Elder Advocacy in the Context of Advanced Medical Directives – Veronica Williams, Esq.
     
  12. Social Security Disability Essentials for the Elder Law Attorney – Sheri Abrams, Esq.
     
  13. Special Education Law for the “UnElderly” in Your Elder Law Practice – Todd Ratner, Esq.
     
  14. Succession Planning – Avoiding Downton Abbey – Robert Baumgartner, Esq.
     
  15. The Emerging Importance of Income Tax Planning for Trusts – Ron Feinman,Esq.
    a. 26 U.S. Code Section 1014 – Basis of Property Acquired From a Decedent
    b. 26 U.S. Code Section 2041 – Powers of Appointment
    c. Alaska Community Trust Article
    d. Delaware Tax Trap Article
     
  16. The Intersection Between Family Law and Elder Law – PhoebeHall,Esq.
     
  17. They Didn’t Cover This in Wills & Trusts: Practical Tips for Decedent’s Estate Administration – Carolyn White, Esq.
     
  18. Understanding Aid & Attendance: Conflicts Between Planning for Veteran’s Disability Pension and Planning for Medicaid – Taylor Pape, Esq.
     
  19. Virginia Medicaid: A Basic Guide – Robert Bullock, CELA
    a. Case Example in Virginia

NOTE: To download a single ZIP file that contains a copy of all the PDFs listed below, click here (approx 25MB).