Program Chair:
Meghan McAllister Teigen
Johnson Teigen LLC
Fitchburg
Presenters:
Amy M. Burger
The Law Office of Attorney Amy M. Burger
Hubertus
Anthony Davenport
Estate Recovery Section, Department of Health Services
Madison
Jon Fischer
McCarty Law LLP
Appleton
Amy K. Greske
O'Neill Elder Law LLC
Hudson
Hamza Jaka
Gardiner Koch Weisberg & Wrona
Lake Geneva
Michelle Kocovsky
Estate Recovery Section, Department of Health Services
Madison
Ryan Long
Sturgul & Long, S.C.
Hurley
Mark D. Munson
Ruder Ware L.L.S.C.
Wausau
Tiara Oates
Becker, Hickey & Poster, S.C.
Milwaukee
Kate Schilling
Greater Wisconsin Agency on Aging Resources
Madison
Reg P. Wydeven
McCarty Law LLP
Appleton
8:30 a.m. Case Law and Legislative Update
Amy K. Greske, Tiara Oates
9:20 a.m. Planning with Marital Property Agreements
- Practice tips
- Avoiding Estate Recovery
Reg P. Wydeven
10:20 a.m. Break
10:35 a.m. Best Practices for Working with Medicaid Estate Recovery
- Requirements for working with estate recovery when your client and/or their spouse passes away
- How marital property agreements and summary settlements can reduce liability for estate recovery for married clients
- Communicating with DHS estate recovery—what works best at each step of the process
- Framing client expectations about the process and potential delays
- Rules and timeframes for requesting a hardship waiver; exceptions to estate recovery
Anthony Davenport, Jon Fischer, Michelle Kocovsky, Kate Schilling, Reg P. Wydeven
12:00 p.m. Lunch
1:00 p.m. Income Tax Considerations for Irrevocable Trusts Used in Medicaid Eligibility Planning
- The various income tax considerations that the elder law and/or estate planning attorney must take into account when drafting an irrevocable trust
- How Revenue Ruling 2023-2 and many other income tax rules and concepts pertaining to irrevocable trusts
Mark D. Munson
1:50 p.m. Creating an Accessible and Inclusive Practice
- Obligations and ADA guidelines • Best practices when client has physical, learning, or language barriers
Amy M. Burger, Hamza Jaka
3:00 p.m. Break
3:15 p.m. An Update Following the End of the Public Health Emergency
- A look at how the unwinding is going four months after the PHE ended
Ryan Long, Kate Schilling
4:05 p.m. Program Concludes
- Understand the role of marital property agreements in estate planning
- Learn best practices for handling cases involving Medicaid Estate Recovery
- Assess the status of key elder law concerns after the Public Health Emergency
- Create a practice that’s more inclusive for your clients and staff
- Get your essential case law and legislative update
- Elder law practitioners
- Guardians ad litem for adults
- Estate planning and probate lawyers
- Disability rights lawyers
- Public interest lawyers
Book Bonus!
Advising Older Clients & Their Families Vol. II
Save 15% on Advising Older Clients & Their Families Vol. II.* Written by more than 60 of Wisconsin’s premier elder law attorneys, it’s the foremost guide to elder law specifically designed for Wisconsin practitioners. Use discount code CA3512 when you order online or by calling (800) 728-7788.
*Discount applies to both print and digital Books UnBound editions of this title and cannot be applied to previous purchases. Offer valid through 12/31/24. For Books UnBound users, discount may be applied to purchase of individual Books UnBound title only and may not be used on purchase of libraries. Discount cannot be combined with any other offers.
Want to learn more about the Elder Law and Special Needs Section of the State Bar of Wisconsin? Then watch the video belowand click here to join!