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An Introduction to Elder Law 2018

Product ID: CM2736
Presented By: State Bar of Wisconsin PINNACLE

Everything elder

As Wisconsin baby boomers age into their twilight years, elder law attorneys are in high demand. Whether you’re thinking about starting an elder law practice or want to polish your existing skills, don’t miss Build Your Practice: An Introduction to Elder Law. Receive a comprehensive overview of elder law’s substantive and procedural elements, plus find strategies you can use immediately to help your clients.

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Sponsored By

Wispact

Interested in sponsoring this program? Find out more.

Select a Format

OnDemand Seminar
Course manual
Course manual and CD

Pricing

Member $49.00

Non-Member $99.00

Quantity:

Everything elder

As Wisconsin baby boomers age into their twilight years, elder law attorneys are in high demand. Whether you’re thinking about starting an elder law practice or want to polish your existing skills, don’t miss Build Your Practice: An Introduction to Elder Law. Receive a comprehensive overview of elder law’s substantive and procedural elements, plus find strategies you can use immediately to help your clients.

Read More ↓

Sponsored By

Program Chair and Presenter:

Margaret W. Hickey
Becker, Hickey & Poster, S.C.
Milwaukee

Presenters:

Dayna J. Lefebvre
Becker, Hickey & Poster, S.C.
Milwaukee

Jessica A. Liebau
Wessels Law Office LLC
Mequon

Kate Schilling
Greater Wisconsin Agency on Aging Resources
Madison

Carol J. Wessels
Wessels Law Office LLC
Mequon

Heather A. Wilson
Hill Glowacki LLP
Madison

8:00 a.m. : Registration

8:30 a.m. : Overview of Medical Assistance and Other Related Programs

  • Asset and income eligibility
  • Spousal impoverishment
  • Basic divestment
  • Community programs

Margaret W. Hickey

9:20 a.m. : Durable Power of Attorney

  • Role of legal counsel
  • Choice of agents
  • Springing or non-springing power
  • Gifting provisions
  • Other special provisions

Dayna J. Lefebvre

9:45 a.m. : Health Care Power of Attorney

  • Execution
  • Special provisions – “Living Will” statement
  • Considering religious influences
  • Considering present illness or diagnosis
  • Do Not Resuscitate orders

Jessica A. Liebau

10:15 a.m. : Break

10:30 a.m. : Guardianship and Protective Placement

  • Guardianship and protective placement procedures
  • Who may petition for guardianship
  • Requirements for transfer to a nursing home under the Family Consent Act
  • Post appointment pitfalls
  • General strategies for handling contentious cases

Kate Schilling

11:15 a.m. : Elder Law Case Study: Basic Planning Techniques

  • Unavailable assets and purchase of exempt assets
  • Divestment planning
  • Use of promissory notes and trusts
  • Maximizing resources for the community spouse
  • Estate planning issues

Heather A. Wilson

12:00 p.m. : Lunch (on your own)

1:00 p.m. : Estate Recovery

  • Liens against the home
  • Recovery from probate estate
  • Non-probate recovery
  • Act 20 and UTC changes

Heather A. Wilson

2:00 p.m. : Ethics

  • Ethics of Elder Law practice
  • Hypotheticals

Margaret W. Hickey, Carol J. Wessels

2:50 p.m. : Question and Answer

3:00 p.m. : Program concludes

  • Receive solid grounding in elder law’s essential elements
  • Become familiar with medical assistance programs for the elderly
  • Understand health care power of attorney and other life planning options
  • Find out how guardianships and protective placement work
  • Learn planning strategies under the Wisconsin Trust Code
  • Explore estate recovery tactics
  • Estate planning/probate lawyers
  • Marital property lawyers
  • Guardians ad litem for adults
  • Attorneys looking to add elder law to their practice
  • Elder law attorneys wanting a refresher

Book Sale – Save 20%!

Advising Older Clients and Their Families
Save 20% on the two-book set of Advising Older Clients and Their Families. Plus, all seminar attendees receive a free two-week trial of the Books UnBound® version.* It’s the foremost guide to elder law for Wisconsin practitioners.

Use discount code CA2736 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.

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