2017 UnProgram Event


  • Boar's Head Inn 200 Ednam Drive Charlottesville, VA, 22903 United States

VAELA 2017 UnProgram Attendee Registration

Friday, March 03, 2017 9:00 AM -
Saturday, March 04, 2017 5:30 PM (Eastern Time)


Boar's Head Inn
200 Ednam Drive
Charlottesville, Virginia 22903
United States 

Map and Directions

Join us for a unique educational experience featuring interactive presentations and facilitated discussion on cutting edge issues of interest to Elder Law attorneys.  Friday, March 3, features a Members Only forum and Saturday, March 4, is open to VAELA and non-VAELA attorneys. 

To view the full schedule, please go to the "Agenda" tab shown above.

Continuing Legal Education
The Office of the Executive Secretary, Supreme Court of Virginia, approved the 2017 UnProgram for 6.0 GAL credit hours. Application is pending with the Mandatory Continuing Legal Education Board for continuing education credits.

VAELA thanks the following for their generous support of the 2017 UnProgram:

Sponsors

Southern Trust Mortgage
Quinn's Auction Galleries
Tribute Assisted Living and Memory Care
Buck & Associates

Cumberland Trust

 
 
 

Exhibitors


Buckley's For Seniors
Caring Considerations
Caring Village
Commonwealth Community Trust
ElderCounsel
ElderTree Care Management
Forensic Forgery Detection
Golden Pond Elder Care Strategies
Independent You, Senior Services
Krause Financial Services
Lifematters
MemoryBanc
Merrill Lynch Elder Care Advisors
Minnesota Lawyers Mutual Insurance
Practice42
Retirement Funding Solutions
Stay Well Home Health Care
Synergy HomeCare
The Foundation of The Arc of Northern Virginia
Virginia Lawyers Weekly

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.


Full Event Agenda

Thursday, March 2
6:30 pm – 8:00 pm

Welcome Reception Sponsored by Cumberland Trust
(VAELA Members & Spouses Only)

Friday, March 3
9:00 am – 10:00 am

Registration; Visit Sponsors & Exhibitors 

10:00 am – 10:15 am
Welcome & Opening Remarks 

10:15 am – 12:00 pm
Commissioner of Accounts Panel –  Commissioner Melinda D. Hetzel, Loudoun County, Commissioner John H. Rust, Jr., Fairfax County, & Commissioner Edward R. Stolle, Virginia Beach

12:00 pm – 12:15 pm
Break; Visit Sponsors & Exhibitors 

12:15 pm – 1:15 pm
Lunch Sponsored by Tribute Assisted Living and Memory Care 

1:15 pm – 1:30 pm
Break; Visit Sponsors & Exhibitors Exhibit Hall

1:30 pm – 3:15 pm
Members Forum - UnProgram Discussion on Current Elder Law Issues

3:15 pm – 3:30 pm
Break; Visit Sponsors & Exhibitors 

3:30 pm – 4:45 pm
UnProgram Discussions Continued 

6:00 pm – 7: 30 pm
Cocktail Reception Sponsored by Southern Trust Mortgage 

Saturday, March 4
7:30 am – 8:00 am
Registration for Saturday only attendees Pavilion Lobby

7:45 am – 8:50 am
Breakfast Buffet Original Ballroom

9:00 am – 10:00 am
Session I
Solving the Insolvent Estate Puzzle  Phillip Menke, Esq.
Trial Tactics for the Litigation Novice  Kimberly Murphy, Esq.
Fulfilling the Duties & Responsibilities as Guardian ad litem: Striking the Appropriate Balance Between the Costs & Benefits  Anne Heishman, Esq.
Virginia’s Developmental Waiver Redesign  Edward Zetlin, Esq.
Elder Law Issues for Same Sex Couples  Michele Zavos, Esq.
Veterans Benefits Planning: The New Lookback & Net Worth Rules  Evan Farr, CELA, CAP
Time Management & Productivity  Cammie Hauser, Atticus Certified Practice Advisor

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

10:20 am – 11:20 am
Session II
Basics of Trust Administration  Deborah Matthews, Esq.
Joint Trusts: Appealing Concept – Hard to Implement?  Paul Barnett, Esq.
Income Only Trusts  Yahne Miorini, Esq.
Basic Medicaid Planning  Paula Peaden, Esq.
Elder Law Issues for Same Sex Couples  Michele Zavos, Esq.
Fairness in Medicaid Special Needs Trusts & Planning with ABLE Accounts Elizabeth Gray, CELA, CAP
Developing Your Professional & Personal Mission StatementCammie Hauser, Atticus Certified Practice Advisor

11:30 am – 12:30 pm
Session III
Multi-disciplinary & Multi-jurisdictional Efforts to Combat Elder Abuse, Emphasis on Financial Exploitation  Doris Gelbman, Esq.
Changes in the Augmented Estate/Elective Share Margaret O'Reilly, CELA, CAP
Real Estate in Medicaid  Ron Feinman, Esq.
Intersection of Family Law, Elder Law and Estate Planning  Vera Golenzer, Esq., Loretta Morris Williams, CELA, & Sharon Henderson, Esq.
LTC Planning: Medicaid Eligibility & Income Tax Considerations Regarding Individual Retirement Accounts of Nursing Home Spouses  Mark Christopher, Esq.
Income Only Trusts  Yahne Miorini, Esq.
Fulfilling the Duties & Responsibilities as Guardian ad litem: Striking the Appropriate Balance Between the Costs & Benefits  Anne Heishman, Esq.

12:30 pm – 12:45 pm
Break; Visit Sponsors & Exhibitors

12:45 pm – 1:45 pm
Lunch Sponsored by Quinn’s Auction Galleries 

1:45 pm – 2:00 pm
Break; Visit Sponsors & Exhibitors

2:00 pm – 3:00 pm
Session IV
Basic Medicaid Planning  Paula Peaden, Esq. 
Joint Trusts: Appealing Concept – Hard to Implement?  Paul Barnett, Esq.
Veterans Benefits Planning: The New Lookback & Net Worth Rules  Evan Farr, CELA, CAP
Virginia’s Developmental Waiver Redesign   Edward Zetlin, Esq.
Multi-disciplinary & Multi-jurisdictional Efforts to Combat Elder Abuse,Emphasis on Financial Exploitation  Doris Gelbman, Esq.
Fairness in Medicaid Special Needs Trusts & Planning with ABLE Accounts  Elizabeth Gray, CELA, CAP
Time Management & Productivity  Cammie Hauser, Atticus Certified Practice Advisor

3:00 pm – 3:15 pm
Break; Visit Sponsors & Exhibitors

3:15 pm – 4:15 pm
Session V
Solving the Insolvent Estate Puzzle  Phillip Menke, Esq.
Trial Tactics for the Litigation Novice  Kimberly Murphy, Esq.
Real Estate in Medicaid  Ron Feinman, Esq.
Post Eligibility Patient Pay Deductions  Veronica Williams, Esq.
Changes in the Augmented Estate/Elective Share  Margaret O'Reilly, CELA, CAP
LTC Planning: Medicaid Eligibility & Income Tax Considerations Regarding Individual Retirement Accounts of Nursing Home Spouses  Mark Christopher, Esq.
Developing Your Professional & Personal Mission Statement  Cammie Hauser, Atticus Certified Practice Advisor

4:20 pm – 5:30 pm
General Session
Conflict of Interest as an Ethical Issue in Elder Law Practice  Robert Bullock, CELA, CAP