2027 VAELA UnProgram
March 3 (Wednesday) to March 5 (Friday), 2027
The Omni Charlottesville
212 Ridge Mcintire Rd
Charlottesville, VA 22903
Please be advised of our Cancellation Policy.
For any questions, contact Carly Mahoney at carlyjude@vaela.org.
AGENDA AS OF 11.01.26 - Updated regularly
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2:30 pm – 3:30 pm Commissioner of Accounts Panel
3:30 pm – 3:45 pm Break
3:45 pm – 4:45 pm Commissioner of Accounts Panel
5:30 pm - 6:30 pm Welcome Reception
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7:45 am – 9:00 am Breakfast; Visit Sponsors & Exhibitors
9:10 am – 9:30 am Welcome by Stephen Taylor, VAELA President & Introduction of Guest Speaker Sponsors - A Side-by-Side Journey
9:30 am – 10:30 am Michael Sharp - Litigation
10:30 am - 10:45 am Break; Visit Sponsors & Exhibitors
10:45 am – 11:45 am Legislation
11:45 am – 12:45 pm Lunch Sponsored by West Financial Services & Graceful Fiduciary Management
12:45 pm – 1:00 pm Presentation by Laurie M ACM
1:00 pm – 2:30 pm Judges Panel
2:30 pm – 2:45 pm Break; Visit Sponsors & Exhibitors
2:45 pm – 3:00 pm Presentation by SEIA Premier 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 –
Medicaid
Public Policy/Legislation – VAELA Public Policy Committee
5:00 pm – 6:00 pm Cocktail Reception Sponsored by Atlantic Coast Mortgage
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7:30 am – 8:50 am Breakfast; Visit Sponsors & Exhibitors
2026 SCHEDULE - This are is being updated!
9:00 am – 10:00 am Breakout Session IBeginner Track: Guardianship Basics – Sarah Aviles, Esq.
Seminar Success! Turn Seminar Attendees into Paying Clients – Cathy Stapleton Public Speaking Coach
From Resume to Results: Training the Next Generation of Legal Talent - Julieanne Steinbacher, CELA, ACTEC and Dominic Loffredo, SHRM-CP, Kolbe Certified Consultant
‘Til Death Do We Part (Again): Divorce Related Estate Planning Best Practices - Thomas Repczynski, Esq.
Long Term Care Insurance – Joshua Lowe CFP & Tracy M. 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.
Yielding to the Force: 10 Ways to Let Go and Trust AI – Michael Winget-Hernandez, Esq.
Trust Taxation for the Elder Law Attorney - Nathan Olansen, J.D., LL.M., CPA, AEP®
Reverse Mortgages in Irrevocable Trusts - Rounding the Peg- Ryan Reyes, Esq.
Understanding the Presumption of Undue Influence - The Effect of Parson V. Miller and Virginia Legislation on Will Contest Litigation – 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 S. (Rory) Clark, Esq.
Yielding to the Force: 10 Ways to Let Go and Trust AI – Michael Winget-Hernandez, Esq.
Long Term Care Insurance – Joshua Lowe, CFP & Tracy M. Meade CLTC
The Will O' the Wisp of the Adult Guardianship Swamp – Ross Hart, Esq., and Cecelia Little, Esq.
‘Til Death Do We Part (Again): Divorce Related Estate Planning Best Practices - 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
From Resume to Results: Training the Next Generation of Legal Talent - Julieanne Steinbacher, CELA, ACTEC and Dominic Loffredo, SHRM-CP, Kolbe Certified Consultant
Reverse Mortgages in Irrevocable Trusts - Rounding the Peg - 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®
Understanding the Presumption of Undue Influence - The Effect of Parson V. Miller and Virginia Legislation on Will Contest Litigation - 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
Seminar Success! Turn Seminar Attendees into Paying Clients – Cathy Stapleton, Public Speaking Coach
The Will O' the Wisp of the Adult Guardianship Swamp – Ross Hart, Esq., and Cecelia Little, Esq.
Continuing Education Credit: This area will be updated
Lodging: The group block at the Omni Charlottesville is opening soon
Alternative Lodging Options:
VAELA thanks the following for their support of the 2027 UnProgram!
Sponsors
Exhibitors
Friese Phillips Bock Group/Merrill Lynch
Golden Pond Elder Care Strategies
Independent You
Breakout Room Sponsors
REGISTRATION FORM
Please fill out the form below and select your preferred breakout sessions for the Friday event.
Please be advised that session selections are considered final and may not be changed on the day of the event.
After submitting the form below, you will be redirected to an AffiniPay page to securely complete your registration.