Thursday, March 13, 10:00 a.m.–1:30 p.m. ET
| MCLE Credit: | 3.0 |
| Live-Interactive Credit: | 3.0 (all formats) |
| GAL for Incapacitated Persons CE Credit: |
3.0 (GAL Information) |
| Designation Credit: | 3.0 Trusts and Estates Practice (Designations Information) |
Hear our experienced speakers, Carolyn A. White and Timothy K. Palmer, discuss:
Learn how Special Needs Trusts can be used to protect inheritances for beneficiaries receiving needs-based public assistance. This program will show you when to utilize a third-party trust as well as when a first-party trust is required. An in-depth discussion with illustrations utilizing trusts, as well as sample trusts, will be provided.
This program will also feature discussions on sources of payment for long-term care, including long-term care insurance, Medicare, Veterans Administration benefits, and Medicaid.
BONUS! In-person seminar attendees at the Bobzien-Gaither Education Center in Richmond/Innsbrook will receive the Elder Law in Virginia (2021 edition) handbook in print.
Registration Deadlines:
Webcast: | 10 minutes prior to seminar. If you register for a webcast the day of the seminar, your e-mail receipt will include a link to launch the seminar and download the materials. |
Telephone: | Online registration ends at 11:59 p.m. the day preceding the seminar |
Live on Site: | Online registration ends at 11:59 p.m. the day preceding the seminar |
Cancellation Policy: Cancellation/transfer requests will be honored until 5:00 p.m. the day preceding the seminar. You will, however, be charged $60 if you cancel or transfer your registration to a different seminar after the link to the materials has been e-mailed by Virginia CLE®.
Full refunds or transfers are available up to two days after a webcast in the unlikely event that you experience technical difficulties.
Dietary Restrictions: If you have dietary restrictions and are attending the seminar in person, please email deanna.mcglothlin@vacle.org.
Inclement Weather Policy and Updates
MCLE Credit Caveat: The MCLE Board measures credits by the time you spend in attendance. If you enter a seminar late or leave it early, or both, you must reflect those adjustments accurately in the credits you report on your credit reporting form. A code will be given at the end of the seminar, which must be written on your MCLE form.
Private recording of this program is prohibited.
Can’t Attend?
E-mail distance_ed@vacle.org to be notified when/if this program is made available as an online or USB seminar.
E-mail publications@vacle.org to be notified when/if this program’s seminar materials are made available for sale.
| 9:30 | Registration |
| 10:00 | Introduction to Special Needs Trusts Special Needs Trusts permit beneficiaries to maintain eligibility for needs-based government benefits, such as Medicaid and Supplemental Security Income (SSI), and permit beneficiaries to use the trust funds for goods and services not paid for by these programs. |
| 11:30 | Break |
| 11:45 | Paying for Long-Term Care This detailed session will take an in-depth look at scenarios where various programs can be used to pay for long-term care. |
| 1:15 | Question-and-Answer Period |
| 1:30 | Adjourn |
Timothy K. Palmer, Timothy K. Palmer PC / Suffolk
Carolyn A. White, Midlothian Estate & Elder Law, LLC / Midlothian
Timothy K. Palmer, Timothy K. Palmer PC / Suffolk
An attorney and a Certified Public Accountant, Timothy K. Palmer is a recognized authority on elder law in Virginia. As a speaker on elder law issues for the National Business Institute, the National Academy of Elder Law Attorneys, and the Virginia Certified Legal Education program, he has developed an extensive understanding of elder law issues and solutions.
Mr. Palmer serves as a Commissioner of Accounts for Circuit Court of the City of Suffolk. He also serves as a board member for Farmers Bank, the Western Tidewater Free Clinic, and Catholic Charities.
Carolyn A. White, Midlothian Estate & Elder Law, LLC / Midlothian
Carolyn White is managing partner at Midlothian Estate & Elder Law, where her practice focuses on estate planning, probate and administration of trusts and wills, long-term care planning, and elder law. She is certified by the Virginia Supreme Court to serve as guardian ad litem for incapacitated adults, and she is a member of the National Academy of Elder Law Attorneys.
An AV-rated attorney, Ms. White was selected by Virginia Lawyers Weekly as a Leader in the Law for the 2023 class. She is a past president of both the Richmond Bar Association and the Metropolitan Richmond Women’s Bar Association and a Fellow of the Virginia Law Foundation. She received the Richmond Bar Association’s John C. Kenny Pro Bono Award in 2021, participates actively with VCU’s Medical-Legal Partnership, and serves as a member of the Board of Directors of CancerLINC. She also serves on the Powhatan Board of Zoning Appeals.
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