VAELA 2018 UnProgram Attendee Registration

Charlottesville, Virginia
Thursday, February 22, 2018
VAELA 2018 UnProgram Attendee Registration
Thursday, February 22, 2018 - Saturday, February 24, 2018

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

Map and Directions
Registration is closed. To be placed on a wait list,
please contact the event coordinator.

Thursday, February 22

4:00 pm - 6:00 pm


             
6:00 pm – 7:00 pm


7:30 pm 

"Who Is In Control? Practical Tips for Taking Charge of Your Practice (and Life)" - Cammie Hauser, Atticus  
Registration for the seminar reached capacity and is now closed.

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

Informal Dine Around 

Friday, February 23  

9:00 am – 10:00 am

Registration & Light Continental Breakfast; Visit Sponsors & Exhibitors 

10:00 am – 10:30 am

Welcome & Presentation by NAELA on Aspirational Standards

10:30 am – 11:45 am

Nursing Home Panel: Ins & Outs of Nursing Home & Assisted Living Contracts – Mikhael D. Charnoff, Esq., Scott M. Perry, Esq. and Ronald A. Ray, Esq. 

11:45 am – 12:45 pm

Lunch Sponsored by True Link Financial

12:45 pm – 1:00 pm

Break; Visit Sponsors & Exhibitors

1:00 pm – 2:45 pm

Judges Panel - Honorable David B. Carson (Salem), Honorable Mary Jane Hall (Norfolk), Honorable Deanis L. Simmons (Smyth)

2:45 pm – 3:00 pm

Break: Visit Sponsors & Exhibitors

3:00 pm – 4:00 pm

4:00 pm - 4:10 pm

4:10 pm - 5:00 pm

Members Only UnProgram Discussions

Break

Small Group Break Outs

     Special Needs Planning 
     Estate Administration 
     Guardianship/Conservatorship 
     Estate Planning 
     Medicaid Planning  

6:00 pm - 7:30 pm

7:30 pm

Cocktail Reception Sponsored by Atlantic Coast Mortgage

Dine Around

Saturday, February 24    Open to VAELA and non-VAELA attorneys. 

7:30 am – 8:00 am

Registration for Saturday Only Attendees 

7:45 am – 8:50 am

9:00 am - 10:00 am

Breakfast Buffet

Break Out Session I
Drafting IRA Trusts Andrew Hook, CELA, AEP, CFP  Ednam East 
Asset Protection for Blended Families Elizabeth Bircher, Esq. Ednam West 
Oddities in Estate Administration Anne Heishman, Esq. Pavilion I
Is an Irrevocable Trust Truly Irrevocable?  Catherine Schott Murray, Esq. Pavilion II
Medicaid Annuities Robert Haley, CELA, CAP & Stuart Otto    Pavilion III
Commonwealth Coordinated Care + Waiver Kathy Pryor, Esq. & Tia Marsili Board Room I
ABLE Act: Impacts, Opportunities, & Challenges Christopher McGee Esq. Board Room II

10:00 am – 10:20 am

10:20 am – 11:20 am












11:30 am - 12:30 pm

Break; Visit Sponsors & Exhibitors  

Break Out Session II
Tax Basics for Elder Law Carolyn White Esq. Ednam East
Taxes & Special Needs Trusts  Kelly Thompson, Esq. Ednam West
Estate Planning & Long Term Care Planning for the Healthy Spouse Christopher McCarthy, CELA Pavilion I
How to Structure Trusts to Plan for Medicaid Yahne Miorini, Esq. Pavilion II
Succession & Disability Planning in Solo & Small Firms Cammie Hauser Pavilion III
Guardianship & Conservatorship Orders Cary Cucinelli, Esq. & Valerie Geiger, Esq.  Board Room I
Access Granted? Virginia’s New Uniform Fiduciary Access to Digital Assets Act  Stephen Taylor, Esq.  Board Room II


Break Out Session III
Medicaid Crisis Planning Matthew Sunderlin, CELA  Ednam East

Medicaid Annuities Robert Haley, CELA, CAP & Stuart Otto  Ednam West
Reviewing Resident Agreements for Assisted Living Facilities & Continuing Care Retirement      Communities Loretta Morris Williams, CELA, CAP, Pavilion I
Is an Irrevocable Trust Truly Irrevocable? Catherine Schott Murray, Esq.  Pavilion II
Elective Share and Augmented Estate Margaret O’Reilly, CELA, CAP  Pavilion III
Tax Basics for Elder Law  Carolyn White, Esq. Board Room I
Access Granted? Virginia’s New Uniform Fiduciary Access to Digital Assets Act  Stephen Taylor, Esq. Board Room II

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

2:00 pm - 3:00 pm








3:00 pm - 3:15 pm


3:15 pm - 4:15 pm

Break; Visit Sponsors & Exhibitors

Break Out Session IV
Drafting IRA Trusts Andrew Hook, CELA, AEP, CFP   Ednam East
Asset Protection for Blended Families Elizabeth Bircher, Esq.  Ednam West
The Medicaid Compliant Promissory Note Jennifer Kahl, Esq. Pavilion I
Medicaid Crisis Planning Matthew Sunderlin, CELA  Pavilion II
Succession & Disability Planning in Solo & Small Firms Cammie Hauser Pavilion III
Oddities in Estate Administration Anne Heishman, Esq. Board Room I
ABLE Act: Impacts, Opportunities, & Challenges Christopher McGee, Esq. Board Room II

Break: Visit Sponsors & Exhibitors



Break Out Session V

How to Structure Trusts to Plan for Medicaid  Yahne Miorini, Esq. Ednam East

Taxes & Special Needs Trusts  Kelly Thompson, Esq. Ednam West
Guardianship & Conservatorship Orders Cary Cucinelli, Esq. & Valerie Geiger, Esq. Pavilion I
Commonwealth Coordinated Care + Waiver Kathy Pryor, Esq. & Tia Marsili  Pavilion II
Auxiliary Grant Program – Does It Exist? (It does, a little) Edward Zetlin, Esq. Pavilion III
Advance Medical Directives vs. Provider Orders for Life-Sustaining Treatment  Rhona Levine, Esq. Board Room I
Elective Share and Augmented Estate  Margaret O’Reilly, CELA, CAP Board Room II



The Saturday program has been approved for 5.0 hours of GAL continuing education credit and 5.0 MCLE credits.
VAELA thanks the following for their generous support of the 2018 UnProgram:

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.  



 






 

Contact Information

  • Patty McSherry
    VAELA Executive Director
    Phone: (757) 585-3989
    Email: pwmcsherry@gmail.com

Payment Instructions

  • The UnProgram's registration fees are as follows:
    Practice Management Seminar: $75
    VAELA Member-Friday
       Only Registration: $175
    VAELA Member-Friday and
       Saturday Registration: $400
    VAELA Member-Saturday 
       Only Registration: $300
    Non-VAELA Attorney-
       Saturday Only: $395
    Paralegal employed by VAELA
       Member - Saturday only: $230
    Paralegal employed by non-VAELA
       Member - Saturday only: $295
    Facilitator for Saturday Program, also attending 
       Friday Program: $175
    Law Student (Saturday Only): $120

    Payment is due no later than Thursday, February 8, 2018.
    REGISTRATION CLOSES WEDNESDAY, FEBRUARY 14, 2018, OR WHEN ALL AVAILABLE SPACES ARE FILLED!

    VAELA encourages payment by check to reduce organizational costs. 
    To pay by check:  Please include name of registrant(s) on check.
    Make check payable to "VAELA" and submit to:
           VAELA
           P.O. Box 178
           Pilot, VA 24138     
    Please note our new mailing address! 

    CANCELLATION AND REFUND POLICY
    A registration fee refund will be processed only if the registrant has cancelled registration no later than Monday, Feb. 12, 2018.  There is a $35 cancellation service charge which will be deducted from the registration fee refund; the remainder of the registration fee will be refunded no later than March 14, 2018.

    To Join VAELA go to http://vaela.org/
© 2018
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