2023 VAELA UnProgram

March 9 - 10

Williamsburg Lodge

Williamsburg, VA

Agenda

CLE Certification Form

GAL (Adults) Continuing Education Certification Form

Presenter Bio Sketches

Attendee Directory (This is a spreadsheet that will automatically download - no preview option.)

Sponsor & Exhibitor Directory

Thursday, March 9

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 and 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 (RSVP Required)

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

• LEO 1452 Conflicts of Interest - Estate Administration

• LEO 1515 Attorney Drafting Instrument Which Names Self Either as Personal Representative or Trustee or Which Directs Such Other Designee to Employ Attorney as Fiduciary Administrator

• 1515 Letter

• LEO 1599 Conflict of Interest - Multiple Clients: Attorney Representing Estate & Protecting Interests of One but Not Both Beneficiaries

• LEO 1720 Conflicts of Interest; Estates, Beneficiaries, Beneficiaries' Estates

• LEO 1778 Representing Administrator Who is Taking His Elective Share as Spouse of the Decedent

12:15 pm – 1:15 pm Lunch

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

• Virginia State Bar Professional Guidelines (Rule 1.1 Competence)

• Strategic Pathway

• Interruption Log

• Interruption Log Analysis Sheet

• Daily Focuser

• ABCD Client Matrix

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