This registration form is for Thursday, September 12, 9:00 a.m.–4:45 p.m. ET
MCLE Credit: | 6.0 (Ethics: 1.0) |
Live-Interactive Credit: | 6.0 (all formats) |
GAL for Incapacitated Persons CE Credit: | 6.0 |
Designation Credit: | 5.0 Trusts and Estates, 1.5 Divorce and Family Law, 1.0 Ethics, 0.5 Real Estate (Designations Information) |
Live on Site:
Webcast:
Telephone:
Cosponsored with the Virginia Academy of Elder Law Attorneys (VAELA)
This annual seminar tracks the practice of elder law to help you thrive in a constantly changing world. Keep up to date on the new cases, legislation, and regulations, while also exploring new and perennial topics vital to the elder law attorney. The topics are covered by well-respected attorneys in the elder law field who can guide you through the current challenges as well as those you are likely to face down the road.
COVID-19 POLICY FOR LIVE-ON-SITE ATTENDANCE
By attending a live-on-site Virginia CLE® seminar, you acknowledge the health risks associated with COVID-19 and that you MUST follow all Virginia CLE® COVID-19 policies. You may NOT attend a live-on-site program if you have tested positive for COVID-19, if you are experiencing COVID-19 symptoms, or if you are under any self-quarantine orders per CDC guidelines.
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 Call (800) 979-8253 to register up to one hour prior to the seminar |
Live on Site: | Online registration ends at 11:59 p.m. the day preceding the seminar Walk-in registration is permitted on a space-available basis |
Cancellation Policy: Cancellation/transfer requests will be honored until 5:00 p.m. the day preceding the seminar. You will, however, be charged $90 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.
RICHMOND MARRIOTT SHORT PUMP RESERVATION INFORMATION
A room block has been reserved at Richmond Marriott Short Pump. Reservations can be made directly through August 21, 2024, or until the block is filled through the following link:
Book your group rate for Virginia CLE
Richmond Marriott Short Pump
4240 Dominion Boulevard
Glen Allen, VA 23060
804-965-9500
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.
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.
8:30 | Registration |
9:00 | Elder Law Updates Shawn Majette, Karen Dunivan Konvicka
Review the new cases, statutes, regulations … what bills passed and failed in the 2024 Virginia General Assembly in the guardianship field. |
10:00 | Break |
10:15 | Synergy of Special Needs Trusts and ABLE Accounts Elizabeth L. Gray This session will provide an in-depth exploration of how Special Needs Trusts (SNTs) and Achieving a Better Life Experience (ABLE) accounts can be used together to enhance the financial well-being and quality of life of individuals with disabilities. Participants will gain a comprehensive understanding of each financial tool’s distinct features and benefits, as well as practical strategies for integrating them to maximize financial security and independence. The session will cover legal considerations, eligibility requirements, and best practices for planning and administration, empowering attendees to make informed decisions for their clients or loved ones. |
11:15 | Break |
11:30 | Elder Law Issues in Other Areas of the Law Family Law in Elder Law Explore the unique challenges and considerations associated with divorces among older adults, the rise in gray divorces, legal considerations, financial implications, and practical tips. Tax in Elder Law—Tax Considerations for Elder Law Attorneys We will discuss various planning considerations and how to avoid potential pitfalls with regard to income tax and estate/gift/generation-skipping transfer tax issues that elder law attorneys may encounter in their practice. Real Estate—Protecting the House When Applying for Medicaid In middle class America, it’s common for a person’s home to be his most valuable asset. Losing that home to the cost of long-term care can be heartbreaking. But when attempting to “save” the house, elder law attorneys must proceed with care: tampering with the title to real property may have unintended consequences impacting the client’s estate and tax plans. In this session, we will review a variety of strategies to protect the house while maximizing eligibility for Medicaid, along with discussing how to mitigate possible negative impacts to other areas of planning. We will discuss various planning considerations and how to avoid potential pitfalls with regard to income tax and estate/gift/generation-skipping transfer tax issues that elder law attorneys may encounter in their practice. |
12:30 | Lunch (provided at live-on-site program) |
1:15 | Special Needs Planning—It’s More Than Just a Trust Shannon Laymon-Pecoraro It is easy to grab a template and draft a trust; however, that is only the tip of the iceberg when planning for an individual with a disability. This presentation will focus on the ancillary issues that practitioners should focus on when working with families. |
2:15 | Break |
2:30 | Transfer of Retirement Assets and Pension Income Between Spouses Within the Chains of Matrimony Ari N. Sommer As an asset protection strategy, “gray divorce” has long been among the tools of last resort in the elder law attorney’s toolbox. Depending on your client’s wishes and needs, the idea of ending a marriage to protect assets in a long-term care crisis may well be anathema to them (for others, a relief). More and more, we have been able to shift income streams from defined pensions and assets within a qualified retirement account (such as a 401(k), 403(b), and other ERISA creatures) without resorting to divorcing our long-married clients. We will discuss the federal ERISA backing as well as the Virginia VRS laws and regulations that make such transfers possible, when paired with the appropriate state law “hook.” We will also spend time on how to recognize when a tool such as a QDRO, ADRO, COAP, or similar tool may be useful for asset protection and income preservation in a long-term care or financial planning scenario. |
3:30 | Break |
3:45 | Ethical Issues in Elder Law Mark W. Dellinger This session will explore wrinkles that may arise from seemingly simple scenarios. Most elder law attorneys practice in this area of law to be helpful to those ahead of us on the conveyor belt of life. While the confluence of issues can be intellectually stimulating, pausing to consider our ethical rules is always prudent. Sometimes if we move too quickly to help, we might miss an “issue.” Therefore, developing a knee-jerk mental grid through which to spot issues is desirable. |
4:45 | Seminar Adjourns |
5:00 | Complimentary Reception—Come join us for drinks, congeniality, and fun! |
Mark W. Dellinger, Rhodes, Butler & Dellinger, PC / Roanoke
Elizabeth L. Gray, McCandlish Lillard / Fairfax
Virginia C. Haizlip, McCandlish Lillard / Fairfax
Jennifer D. Kahl, The Heritage Law Group / Yorktown
Karen Dunivan Konvicka, ThompsonMcMullan, PC / Richmond
Shannon Laymon-Pecoraro, Parks Zeigler, PLLC / Virginia Beach
Shawn Majette, ThompsonMcMullan, PC / Richmond
Melinda Merk, McCandlish Lillard / Fairfax
Ari N. Sommer, Harrison Johnston / Winchester