2024 VAELA UnProgram

February 21-23

Williamsburg Lodge

Williamsburg, VA

Agenda

Presenter Bio Sketches

Wednesday, February 21, 2024

Beginners/Basics Seminar:

2:00 pm – 3:00 pm

Solving the Insolvent Estate Puzzle – Beth Driver, Esq.

Special Needs Trusts & ABLE Accounts 101 – Neal Walters, Esq.

• Addendum 1

• Addendum 2

3:00 pm – 3:15 pm Break

3:15 pm – 4:15 pm

Best Practices Before Your Local Commissioner of Accounts 2023 – Kimberly A. Pinchbeck, Esq., Elizabeth L. Wildhack, Esq., & Amanda J. Foster, Esq.

Planning with Irrevocable Trusts – Materials by Evan Farr, Esq. CELA, CAP, and presented by Simon Stapleton, Esq.

Advanced Seminar

2:30 pm – 4:00 pm 2:30 pm – 4:00 pm

Five Years of Guardship Legislation: The Underlying Public Policy and Resulting Changes to Guardianship Proceedings – Amy McCullough, Esq. & Stephen Burns, Esq.

• Appendix A Guardianship and Supported Decision Making Study

• Appendix B JLARC Report

• Appendix C Report of the Workgroup on Supported Decision Making

• Appendix D Financial Confidential Addendum Cover

• Appendix E Under Seal v Confidential Addendum

• Appendix F cc1645

• Appendix G Annual Report of Guardian for an Incapacitated Person

Thursday, February 22, 2024

9:00 am – 10:30 am Incorporating AI in Legal Practice: From ChatGPT to Everyday Applications – Nicole Black, Esq.

• Breaking Down Artificial intelligence and ChatGPT for Lawyers

• Balancing Legal Ethics With Rapid AI Innovation

• The Path To Generative AI Proficiency For Legal Professionals

• You Don’t Need AI Or Robot Lawyers To Automate Your Law Firm

• The Future Is Now: The Rise of AI-powered Legal Assistants

• How to Make Better Decisions with Litigation Analytics Software

10:45 am - 12: 15 pm Being Mindful about Balance – How to Navigate the Demands of Being an Elder Law Attorney - Hetal M. Challa Esq., Barbara Mardigian, LPC, Teirra M. Everette, Esq., Kristen R. Jurjevich, Esq., & Jennifer L. Ligon, Esq.

Friday, February 23, 2024

1. Adding Value to the Life of Elderly Clients Beyond Legal Services: Incorporating Life Care Planning into the Practice of Elder Law – Scott Alperin, Esq.

2. Adult Guardianship & Conservatorship Nuts & Bolts – Ross Hart, Esq.

   • Virginia Beach Checklist

   • Client Forms (No Preview- Zip File Download)

   • Court Forms (No Preview- Zip File Download)

   • GAL Forms (No Preview- Zip File Download)

   • Other Forms (No Preview- Zip File Download)

3. Estate Administration for the Estate Planner: Begin with the End in Mind – Jennifer Kahl, Esq.

4. Fluctuating Decision-Making Capacity: Clinical Processes to Aid Legal Action – Andrew L. Heck, Psy.D., ABPP

   • Key References

5. In Hot Water with the Commissioner? How to Address – and Avoid – Issues with the Commissioner of Accounts – Sarah C. Aviles, Esq.

6. Introduction to Crisis Medicaid Matters & Basic Resource Protection in Long Term Care Crises – Ari N. Sommer, Esq.

7. Legal and Financial Unity for Seniors: A Teamwork Approach – Natalie T. Page, Esq., & Arvette M. Reid

   • Financial Considerations

   • Who is the Client?

8. Reverse Mortgage: An Additional Solution for Solving Equitable Distribution of Real Property in Silver Divorce – Laurie MacNaughton

   • Reverse Mortgage and Silver Divorce Benefit to the Family Law Attorney

   • Features that make Reverse Mortgage uniquely suitable to Silver Divorce

   • In a Nutshell: Reverse Mortgage Overview & Case Studies

   • How the Back-end of a Reverse Mortgage Works

9. Special Needs Trusts and Settlement Protection Trusts to Protect Beneficiaries – Elizabeth Gray, Esq., CELA, CAP, Rachel Baer, Esq., & Lamya Moosa, Esq.

10. Succession Planning - Joyvan Malbon-Griffin, Esq.

11. The 300% Solution: Understanding Medicaid Community Based Care with an Emphasis on how VAELA Proposes to Overcome the Income Limit – Edward Zetlin, Esq.

    Appendix 1

    Appendix 2

    Appendix 3

12. The Law on Guardians ad litem in Contested Adult Guardianship Cases – Virginia Haizlip, Eq. & Beth Norton, Esq.

13. The TCJA Sunset Provisions and the Subsequent Landscape – Daniel Tirle, Esq.