2023 VAELA UnProgram
Thursday, March 9 - Friday, March 10
Williamsburg Lodge
310 South England Street
Williamsburg, Virginia
This will be a modified UnProgram as VAELA returns to two in-person events in 2023.
Agenda
Guest Speaker Sponsor Krause Financial
Thursday, March 9, 2023
Basics Seminar:
2:00 pm - 2:50 pm Basics of Estate Planning - Jennifer Crane, Esq., AEP®, & Elizabeth Gray, Esq., CELA, CAP Approved for 1.0 MCLE and 1.0 GAL (adults) credit.
2:00 pm - 2:50 pm Introduction to Medicaid Matters & Basic Resource Protection in Long Term Care Crises - Ari Sommer, Esq. Approved for 1.0 MCLE and 1.0 GAL (adults) credit.
3:00 pm - 3:50 pm A Primer on Estate Administration in Virginia - Gretchyn Meinken, Esq. & Xue Connelly, Esq. Approved for 1.0 MCLE and 1.0 GAL (adults) credit.
3:00 pm - 3:50 pm The Basics of Special Needs Planning in the Context of Estate Planning - Jennifer Crane, Esq., AEP®, & Elizabeth Gray, Esq., CELA, CAP Approved for 1.0 MCLE and 1.0 GAL (adults) credit.
Advanced Seminar
2:30 pm - 4:30 pm Digital Forensics & Data Discovery in Litigation - Patrick Siewert, Esq. Approved for 2.0 MCLE and 2.0 GAL (adults) credits.
5:30 pm - 6:30 pm Welcome Reception (Registered Attendees & Spouses Only - RSVP Required) Sponsored by Atlantic Coast Mortgage & Cumberland Trust
Friday, March 10, 2023
8:00 am – 9:00 am Breakfast
9:00 am – 10:30 am Hospice Care: How Medicare Regulation Defines Guardian and Patient Roles and Rights - Barbara A. McCann BSW, MA Approved for 1.5 MCLE and 1.5 GAL (adults) credits
10:30 am – 10:45 am Break/Visit Sponsors & Exhibitors
10:45 am – 12:15 pm What Was I Thinking!—Ethical Issues When an Attorney Serves as a Fiduciary - Neal L. Walters, Esq. Approved for 1.5 MCLE (Ethics) and 1.5 GAL (adults) credits
12:15 pm – 1:15 pm Lunch Sponsored by Members Trust Company & West Financial Services
1:15 pm – 1:30 Break/Visit Sponsors & Exhibitors
1:30 pm – 2:30 Solo & Small Firm Foundations For Growth: Practical Tips To Help You Take Better Care of Yourself & Your Clients - Denise Gamez, Atticus
2:30 pm – 2:45 pm Break/Visit Sponsors & Exhibitors
2:45 pm – 3:45 pm Solo & Small Firm Foundations For Growth: Practical Tips To Help You Take Better Care of Yourself & Your Clients continued - Denise Gamez, Atticus
Agenda as of 01.24.23 and subject to change.
Continuing Education Credit: The 2023 UnProgram has been approved for MCLE and GAL (adults) continuing education credits as shown on the agenda above.
Please note the Cancellation Policy.
VAELA thanks the following for their support of the 2023 UnProgram!
Sponsors
Krause Financial Services Members Trust Company
Atlantic Coast Mortgage West Financial Services
Exhibitors
Commonwealth Community Trust Independent You
DocuBank Lighthouse Senior Care
ElderTree Care Management Minnesota Lawyers Mutual
GeroPartners Quinn’s Auction Galleries
Golden Pond Elder Care Strategies Signature Estate & Investment Advisors
The Arc of Northern Virginia The Key