Program Chair:
Ryan Long
Sturgul & Long, S.C.
Ashland
Presenters:
Jacque Evans
State Bar of Wisconsin
Madison
Jon Fischer
McCarty Law LLP
Appleton
Hamza Jaka
Gardiner Koch Weisberg & Wrona
Lake Geneva
KC Kratochvill Watson
WisPACT, Inc.
Madison
Jessica A. Liebau
Wessels & Liebau LLC
Mequon
Jennifer A. O'Neill
O'Neill Elder Law LLC
Hudson
Heather B. Poster
Becker, Hickey & Poster, S.C.
Milwaukee
Alicia Rodriguez
McCarty Law LLP
Appleton
Kate Schilling
Greater Wisconsin Agency on Aging Resources
Madison
Hon. Gwendolyn Topping
Red Cliff Band of Lake Superior Chippewa, Tribal Court
Bayfield
Carol J. Wessels
Wessels & Liebau LLC
Mequon
8:00 a.m. : Registration
8:30 a.m. : Case Law and Legislative Update
KC Kratochvill Watson, Alicia Rodriguez
9:20 a.m. : DHS Update – Public Health Crisis Update
Kate Schilling
10:15 a.m. : Break
10:30 a.m. : Hot Topics in Guardianship
- Common issues in pre- and post-appointment guardianship matters
- Differences between counties when the statutes are silent
- Strategies for resolving problematic guardianship cases
- Develop best practices for meeting statutory timelines and service requirements
Jon Fischer, Jessica A. Liebau, Heather B. Poster
11:45 a.m. : Networking Lunch
All attendees at the Madison in-person seminar are invited to enjoy a complimentary lunch sponsored by the Elder Law and Special Needs Section.
12:45 p.m. : An Introduction to and the Importance of Cultural Competency
Jacque Evans
1:35 p.m. : Estate Planning for Muslims Culturally Competent Estate Planning for Disabled Individuals
- An introduction to Muslim Culture and religion
- Islamic estate planning rules
- Working with Muslim estate planning clients and religious leaders
- Considerations for best assisting disabled individuals with their estate plan
Hamza Jaka
2:20 p.m. : Tribal Culture: Estate Planning and Benefits
Hon. Gwendolyn Topping
3:05 p.m. : Break
3:20 p.m. : I’d Rather Be Walking My Dog: The Ethics of Client Selection
- Things to watch for during the client selection process
- Competence, diligence, and conflict considerations
- Guidance on following SCR 20:1.16 when declining or terminating clients
Jennifer Ann O'Neill, Heather B. Poster, Carol J. Wessels
4:10 p.m. : Program Concludes
Following program start times, webcast replay schedule may vary slightly from above listed times.
- Understand why cultural competence is key to effective representation
- Know what to expect from the new guardianship training requirement
- Find out how the anticipated end of the Public Health Emergency may impact clients
- Learn how to decline a client or end representation without running afoul of ethical rules
- Receive your annual case law and legislative updates
- Elder law attorneys
- Guardians ad litem for adults
- Estate planning and probate lawyers
Book Sale – Save 20%
Advising Older Clients & Their Families Vol. 1
Save 20% on Advising Older Clients & Their Families Vol. 1.* Plus, all seminar attendees receive a free two-week trial of the Books UnBound® version. You’ll discover practice pointers, forms, and other tools essential to building and maintaining an elder law practice.
Use discount code CA3318 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 as long as CLE credit is available for this program. For Books UnBound users, discount may be applied to purchase of individual Books UnBound title only and may not be used on purchase of full library.