VAELA 2017 UnProgram Attendee Registration

Charlottesville, Virginia
Friday, March 03, 2017

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 & Continental Breakfast; 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. Slaughter, Albemarle 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  Kimberley 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

10:20 am – 11:20 am

Break; Visit Sponsors & Exhibitors  

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 Statement  Cammie 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

2:00 pm – 3:00 pm

Break; Visit Sponsors & Exhibitors

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




             

             




4:20 pm – 5:30 pm

Session V
Solving the Insolvent Estate Puzzle  Phillip Menke, Esq.
Trial Tactics for the Litigation Novice  Kimberley 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

General Session
Conflict of Interest as an Ethical Issue in Elder Law Practice  Robert Bullock, CELA, CAP

 

 

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:

    VAELA Member-Friday
       Only Registration: $165
    VAELA Member-Friday and
       Saturday Registration: $385
    VAELA Member-Saturday 
       Only Registration: $275
    Non-VAELA Attorney-
       Saturday Only: $330
    Paralegal employed by VAELA
       Member - Saturday only: $220
    Paralegal employed by non-VAELA
       Member - Saturday only: $275
    Facilitator for Saturday Program, also attending 
       Friday Program: $165
    Law Student (Saturday Only): $100

    Payment is due by Thursday, February 23, 2017.
    A late fee of  $75 will be added to all registrations received after 8:00 pm February 21, 2017.

    Payment by credit card may be made via this website during the registration process.
    To pay by check:  Please include name of registrant(s) on check.
    Make check payable to "VAELA" and submit to:
          VAELA
         P.O. Box 6423
         Newport News, VA 23606
           
    CANCELLATION AND REFUND POLICY

    A registration fee refund will be processed only if the registrant has cancelled registration no later than Tuesday, Feb. 21, 2017.  There is a $25 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, 2017.

    To Join VAELA go to http://vaela.org/
© 2017
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