2023 VAELA Fall Conference

Friday, September 22, 2023

The Place at Innsbrook

Glen Allen, VA

Directions to The Place at Innsbrook and Parking Directions

Agenda

Attendee Directory (Updated 09.18.23: No preview option - will download as a spreadsheet)

Sponsor & Exhibitor Directory (Updated 09.18.23)

Presenter Bios

GAL Continuing Education Certification Form

MCLE Certification of Attendance Form

1.Avoiding Ethical Snowstorms when Dealing with Clients with Diminished Capacity – Roberta (Bobbi) K. Flowers, Professor of Law, Director, Center for Excellence in Elder Law, Stetson University College of Law (Approved for 1.0 Ethics CLE Credit and 1.0 GAL Continuing Education Credit)

• The Ten Commandments** For Representing Clients With Diminished Capacity

2. “Mom Always Liked you Best:” The Five “Cs” of Ethically Dealing with Families - Roberta (Bobbi) K. Flowers, Professor of Law, Director, Center for Excellence in Elder Law, Stetson University College of Law (Approved for 1.0 Ethics CLE Credit)

• The Five “Cs” of Ethically Dealing with Families

3. A Suite of Treats: Medicaid Updates As Seen On Majette.net, and the Triple Dip Trust™ - Shawn Majette, Esq. and Carolyn White, Esq. (Approved for 1.5 MCLE Credits and 1.5 GAL Continuing Education Credits) Please use password QRjgkR0aNCiH to open this PDF.

• Combined Virginia Medicaid Manual as of 06.07.23

• Extract from Triple Scoop Complex Trust Beneficiary _ Sanitized Bernard Beneficiary Creates Trust for Himself (added 09.20.23)

4. What's Mine is Mine and What's Yours is Mine: Avoiding and Dealing with Augmented Estate Claims"– Virginia Haizlip, Esq. and Margaret O’Reilly, Esq., CELA, CAP (Approved for 1.5 MCLE Credits)

• Protecting Assets from Elective Share Claims

• PowerPoint Part 1(added 09.20.23)

• PowerPoint Part 2 (added 09.20.23)