2:30 pm – 3:30 pm Raising the Bar: Mentoring for Attorneys – Jack W. ('JB') Burtch, Jr., Esq.

3:30 pm – 3:45 pm Break

3:45 pm – 4:45 pm Raising the Bar: Mentoring for Attorneys (continued) – Jack W. ('JB') Burtch, Jr., Esq.

5:30 pm - 6:30 pm Welcome Reception Sponsored by Atlantic Coast Mortgage (Registered attorneys & paralegals only)

7:45 am – 9:00 am Breakfast; Visit Sponsors & Exhibitors

9:10 am – 9:30 am Welcome by Gorham S. (Rory) Clark, VAELA President & Introduction of Guest Speaker Sponsor - A Side-by-Side Journey & Meerkat Insurance

9:30 am – 10:30 am The State of the Long-term Care Economy Today – Howard Gleckman

10:45 am Break; Visit Sponsors & Exhibitors

10:45 am – 11:45 am Continue The State of the Long-term Care Economy Today – Howard Gleckman

11:45 am – 12:45 pm Lunch Sponsored by West Financial Services & Graceful Fiduciary Management

12:45 pm – 1:00 pm Visit Sponsors & Exhibitors

1:00 pm – 2:30 pm Commissioner of Accounts Panel - Anne Heishman (Fairfax), Rebecca Hryvniak (Albermarle), Lelia Winget-Hernandez (Powhatan)

2:30 pm – 2:45 pm Break; Visit Sponsors & Exhibitors

2:45 pm – 3:00 pm Presentation by SEIA Reception Sponsor

3:15 pm – 4:00 pm UnProgram Breakout Discussions (Breakouts will be moderated by VAELA members. Moderators will not present on the topic, rather they will help facilitate discussion among the group. Breakouts do not qualify for CLE credit.)

• Practice Management – Gorham S. (Rory) Clark

• Medicaid – Evan Farr, Esq., CELA, CAP & Ari N. Sommer, Esq.

• Public Policy/Legislation – VAELA Public Policy Committee

5:00 pm – 6:00 pm Cocktail Reception Sponsored by SEIA (Registered attorneys and paralegals only)

7:30 am – 8:50 am Breakfast; Visit Sponsors & Exhibitors

9:00 am – 10:00 am Breakout Session I

• Beginner Track: Guardianship Basics – Sarah Aviles, Esq.

• Public Speaking for the Elder Law Attorney – Cathy Stapleton

• Human Resources and Talent Management side of Elder Law - Julieanne Steinbacher, CELA, ACTEC and/or Dominic Loffredo, SHRM-CP, Kolbe Certified Consultant

• ‘Til Death Do We Part (Again): Addressing post-divorce estate planning issues in Pre- and Post-Marital Agreements, Property Settlement Agreements, and Divorce Decrees - Thomas Repczynski, Esq.

• Long Term Care Insurance – Joshua Lowe CFP & Tracy Meade CLPC

10:00 am – 10:20 am Break; Visit Sponsors & Exhibitors

10:20 am – 11:20 am Breakout Session II

• Beginner Track: Guardianship Basics – Sarah Aviles, Esq.

• Top 10 Ways to Implement AI in Your Practice – Michael Winget-Hernandez, Esq.

• Trust Taxation for the Elder Law Attorney - Nathan Olansen, J.D., LL.M., CPA, AEP®

• Use of irrevocable Medicaid/VA asset protection trusts in reverse mortgage transactions - Ryan Reyes, Esq.

• Fiduciary Litigation & Morgan Theory– Michael W. Sharp, Esq.

11:30 am – 12:30 pm Breakout Session III

• Innovative Marketing and Sales; Turning marketing cost into profit and contextual pricing– Gorham (Rory) Clark

• Top 10 Ways to Implement AI in Your Practice – Michael Winget-Hernandez, Esq.

• Long Term Care Insurance – Joshua Lowe, CFP & Tracy Meade CLTC

• Advanced GAL Issues – Ross Hart, Esq., and Cecelia Little, Esq.

• ‘Til Death Do We Part (Again): Addressing post-divorce estate planning issues in Pre- and Post-Marital Agreements, Property Settlement Agreements, and Divorce Decrees - Thomas Repczynski, Esq.

12:30 pm – 1:30 pm Lunch Sponsored by Members Trust Company & ElderTree

1:30 pm – 1:50 pm Visit Sponsors and Exhibitors

1:50 pm – 2:50 pm Breakout Session IV

• Human Resources and Talent Management side of Elder Law - Julieanne Steinbacher, CELA, ACTEC and/or Dominic Loffredo, SHRM-CP, Kolbe Certified Consultant

• Use of irrevocable Medicaid/VA asset protection trusts in reverse mortgage transactions - Ryan Reyes, Esq.

• Clients, Conflicts and Confidences – Joyvan Malbon-Griffin, Esq.

• Trust Taxation for the Elder Law Attorney - Nathan Olansen, J.D., LL.M., CPA, AEP®

• Fiduciary litigation and the development of the Morgan theory of presumptions under 64.2-454.1 - Michael W. Sharp, Esq.

3:00 pm – 4:00 pm Breakout Session V

• Clients, Conflicts and Confidences – Joyvan Malbon-Griffin Esq.

• Innovative Marketing and Sales; Turning marketing cost into profit and contextual pricing - Gorham S. (Rory) Clark

• Public Speaking for the Elder Law Attorney – Cathy Stapleton

• Advanced GAL Issues – Ross Hart, Esq., and Cecelia Little, Esq.