Join us for the
12th Annual VAELA UnProgram!
February 21-23, 2019
Boar’s Head Resort
Join us for a unique educational experience featuring interactive presentations and facilitated discussion on cutting edge issues of interest to Elder Law Attorneys!
Thursday, February 21
Practice Management Seminar (Optional - Additional Registration Fee Required)
Welcome Reception (VAELA members & spouses only - RSVP required)
Friday, February 22 - Members’ Only Day
This Members’ Only Forum will feature two panel presentations: “Handling Mental Health Issues: a Road Map for Elder Law Attorneys” and “Hot Topics in Special Needs Planning” followed by Member UnProgram discussions.
Saturday, February 24 - Open to VAELA and Non-VAELA Members
Featuring UnProgram Sessions for newer and experienced practitioners including:
New Changes in VA Land
Medicaid Estate Recovery & the New Augmented Estate Act: Real Life Examples
Tips for Drafting 1) Designations of Beneficiary for and 2) a Trust that will be the Beneficiary of an IRA or Retirement Account.
Trust Protectors and the Uniform Directed Trust Act
Medicaid Basic Planning
Basics of Estate Administration
Medicaid Real Estate Potpourri
Ethics of Representing Clients with Diminished Capacity
Mediation in Elder Law
Creditor/Bankruptcy Issues with Senior Clients
Family Law Issues in Elder Law
Special Needs Trusts
What Clients Should Expect When a Case Goes to Litigation
To view the full agenda, click here.
Lodging Reservations: There are a limited number of rooms available at the Boar’s Head Resort for the discounted rate of $170/night plus taxes/fees. For reservation information, please visit 2019 UnProgram Boar’s Head Reservations. Once the room block is filled, reservations will be charged the normal rate IF rooms are available.
A Special Thank You to Our Sponsors!
Registrants, facilitators, vendors and guests attending VAELA events agree they may be photographed, videotaped and/or recorded during the event. The photographic, video and recorded materials are the sole property of VAELA and VAELA reserves the right to use attendees' names and likenesses in promotional materials or for any other legitimate purpose without providing monetary compensation.
Boar’s Head Guest Network Access Disclaimer: The Boar’s Head Guest Network is a service provided to guests as a free service and is offered on an "as is" basis with no guarantee and no warranty. This network is provided for general public access and is NOT SECURE for the transmission of any personal or financial data, including transactions involving credit card numbers or other payment information. Use of this network must comply with all federal, state and local laws. Users transmitting such data on this network assume all risks associated with potential data compromise. Information carried on the Boar’s Head Guest Network is not secured or encrypted and could be monitored, captured or altered by others for ill-intended purposes. Boar’s Head can and will monitor network traffic to maintain and ensure appropriate quality of service. It is the user's sole responsibility to protect his/her information from all risks associated with internet usage, including any damage, loss or theft that may occur as a result of use of Boar’s Head Guest Network. In using this free internet access, users agree and hereby release, indemnify and hold harmless Boar’s Head and its employees from any damage that may result in the use of this network. Boar’s Head assumes no responsibility for any loss or compromise of personal or financial data or for any damages resulting from such data loss or compromise.
Registrants, facilitators, vendors and guests agree that any network access provided by the facility is controlled by the facility’s policies, procedures, waivers, disclaimers and any other applicable rule or regulation and by attending the program they agree to be bound by the facility’s policies, procedures, waivers and disclaimers and any other rule or regulation. Moreover, VAELA will not be held liable for any loss or compromise of personal or financial data or for any damages as a result of a participant’s use of the facility’s network.
VAELA members from the Peninsula area will present a panel discussion at the Caregiver & Healthy Aging Expo at the NASA Langley Research Center 11:00 am - 12:00 pm and sponsor an exhibit table 10:00 am - 1:00 pm.
REGISTRATION REACHED CAPACITY AND IS NOW CLOSED!
8:30 am - 9:00 am Light Continental Breakfast; Visit Sponsors & Exhibitors
9:00 am – 10:00 am The Basics of Guardianship and Conservatorship Petitions: Aimed at newer practitioners (or anyone wanting a refresher!), this session will walk attendees through the process of filing for guardianship and/or conservatorship of an incapacitated adult. In addition to covering the basics, we will also try to address a few of the most common issues that arise. Amy McCullough, Esq.
10:00 am – 10:15 am Break; Visit Sponsors & Exhibitors
10:15 am – 11:45 am Advanced Petitioning for Guardianship & Conservatorship: This session will focus on unusual/advanced nuances in petitioning such as estate planning powers for conservator; limited guardianship/conservatorships/transfer of guardianship; petitioning for client in divorce situation, etc. Stephanie Pitsenberger Cook, Esq., Vera Golenzer, Esq. and James McConville, Esq.
11:45 am - 12:00 pm Break; Visit Sponsors & Exhibitors
12:00 pm - 1:00 pm Guardians Ad Litem —Who Knew it Was this Hard? This session will focus on the duties of guardians ad litem and the roles they play in the affairs of their wards, the extent of and limitations on what they should do in those roles,the potentials for conflicts of interest and some of the other "thorny" situations which arise when serving as GAL. Cary Cucinelli, Esq. and Valerie Geiger, Esq.
1:00 pm – 2:00 pm Lunch Sponsored by Members Trust Company
2:00 pm – 2:50 pm After the Order - What's Next? Ross Hart reflects on lessons, procedures and forms he's had over 25 years of acting as guardian and conservator. Ross Hart, Esq.
2:50 pm – 3:00 pm Break; Visit Sponsors & Exhibitors
3:00 pm – 5:00 pm Fiduciaries, Finances & Fraud: How to Meet Your Obligations When Handling Other People's Money: Chase Phillips & Mark Friese will present best practices on how conservators & trustees make investment & planning decisions that align with their fiduciary responsibility including establishing & achieving financial goals. Robert Jones, Fraud Expert, will present a top-to-bottom look at the key elements found in every brokerage statement & provide helpful tools to glean pertinent information that can test the fiduciary worthiness of the account’s broker/advisor & if the account is meeting its goals & objectives. This portion will also include spotting & addressing fraud. Robert Jones, ChFC®, CFE® - Securities Claims Management, Mark Friese, CRPC® & Chase Phillips - Merrill Lynch, and Elizabeth Wildhack, Esq.
The 2018 Fall Conference has been approved for 6.5 MCLE credits and 6.0 GAL (Adults) continuing education credits.
5:30 pm - 6:30 pm Cocktail Reception Sponsored by Stay Well Home Care Assistance (Attendees & Spouses Only - RSVP Required)
VAELA is pleased to announce a collaboration with Virginia CLE for their annual Advanced Elder Law Update Seminar to be held the following day, Thursday, September 13, also at The Place at Innsbrook. VAELA members registering for both programs will receive a discounted registration when registering with Virginia CLE for the Advanced Elder Law Seminar (registration information here). This is a unique opportunity for VAELA members to benefit from two full days of CLE programming featuring outstanding faculty.