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.