2021 VAELA UnProgram

September 24 - September 25

Kingsmill Resort

Williamsburg, VA

Agenda

Presenter Bio Sketches

MCLE Certification Form

MCLE Teaching Certification Form

GAL Continuing Education Certification Form

Sessions Approved for Continuing Education Credit

Attendee Directory

Sponsor Directory

Friday, September 24, 10:15 am - 12:30 pm

Advance Care Planning: The Physician’s Perspective: Updated 09.20.21 presented by Gabriella Miller, MD, HMDC & Thomas Miller, MD, FHM

Legislative & Public Policy Update Materials (from the 06.17.21 Webinar by the VAELA Public Policy Committee) Added 09.27.21

Saturday, September 25, 9:00 am - 5:00 pm

1. A Sauterne Look at the Virginia Uniform Trust Decanting Act, 2021 - R. Shawn Majette, Esq. & Yahne Miroini, Esq., LLM

2. ABLE accounts since their Inception: A Tool that Keeps getting Better - Ann M. Green, Esq.

3. Allowances & Other Family Claims Against the Estate - Kimberley A. Murphy, Esq.

4. Fundamentals of a Pooled Special Needs Trust - Karen Konvicka, J.D. & Joanne Marcus, MSW

5. Issues & Problems When Funding Irrevocable Asset Protection Trusts - Evan Farr, CELA, CAP, & Ari Sommer, Esq.

6. How the Elder Law Attorney Can Help the Person Injury Attorney - Karen Konvicka, J.D. & Joanne Marcus, MSW

7. How to Handle Creditors in Estate Administration/Issues in Estate Administration - Timothy K. Palmer, Esq.

8. IEPs and Guardianship - Lisa Fagan, Esq.

9. Introduction to and Implications of the SECURE Act - Yahne Miorini, Esq., LLM

10. Litigation for Breach of Fiduciary Duty - Kenneth Labowitz, Esq.

11. Malpractice Prevention in Elder Law - Joyvan Malbon-Griffin, Esq.

12. Recurring Issues Guardians ad litem Encounter in Guardianship/Conservatorship Cases, and How Not to be a Problematic GAL - Amy E. McCullough, Esq.

13. Resident Rights and Nursing Home Discharge - Margaret A. O’Reilly, Esq., CELA

14. Review of the Basics of VA Claims - Christopher M. McCarthy, Esq., CELA, CAP

15. Taxation on Death: Individual, Fiduciary, and Estate Tax Returns - Gretchyn G. Meinken, Esq.

16. Update on Changes for Filing Claims with the Dept. of Veteran Affairs (VA) - Harold H. (Bart) Barton, Esq.

17. Virginia Medicaid & Supplemental Security Income Eligibility for Business Owners – Andrew H. Hook, CELA, Emily Martin, Esq. & Rachel Snead, Esq.

18. What’s Left in the Estate Planning Toolbox under the Biden Administration? - Scott N. Alperin, Esq.

19. Fiduciary Fees: It’s All About the Benjamins - Anne Heishman, Esq., Foster Friedman, Esq., Melanie Lee, Esq. & Kimberly Pinchbeck, Esq.

To download a compressed file of Saturday sessions 1-9, click here.

To download a compressed file of Saturday sessions 10-19, click here.