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Legal Issues of the Aging 2018

Product ID: CM2789
Presented By: State Bar of Wisconsin PINNACLE

The ultimate annual update

A central concern when assisting older clients is their mental capacity to make important decisions about their futures. Legal Issues of the Aging 2018 offers plenty of guidance on approaching this situation as well as helpful overviews on a host of important developments affecting your aging clients.

Let Legal Issues of the Aging 2018 help you keep up with the many aspects of elder law as well as the latest changes in this practice area.

Read More ↓

Sponsored By

Wispact

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Select a Format

OnDemand Seminar
Course manual
Course manual and CD

Pricing

Member $49.00

Non-Member $99.00

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The ultimate annual update

A central concern when assisting older clients is their mental capacity to make important decisions about their futures. Legal Issues of the Aging 2018 offers plenty of guidance on approaching this situation as well as helpful overviews on a host of important developments affecting your aging clients.

Let Legal Issues of the Aging 2018 help you keep up with the many aspects of elder law as well as the latest changes in this practice area.

Read More ↓

Sponsored By

Faculty

Planning Committee:

Benjamin M. Adams
Adams & Woodrow, S.C.
Neenah

Terry L. Campbell
Moertl, Wilkins & Campbell, S.C.
Milwaukee

Iris M. Christenson
Christenson Johnson LLC
Fitchburg

Jeffrey J. Drach
Drach Elder Law Clinic LLC
Wausau

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

Barbara S. Hughes
Christenson Johnson, LLC
Fitchburg

Heather B. Poster (also presenting)
Becker, Hickey & Poster, S.C.
Milwaukee

Kate Schilling (also presenting)
Greater Wisconsin Agency on Aging Resources
Madison

Daniel J. Walsh
One Law Group, S.C.
De Pere

Carol J. Wessels (also presenting)
Wessels Law Office LLC
Mequon

Heather A. Wilson
Hill Glowacki LLP
Madison

Presenters:

Helen Marks Dicks
AARP – State Issues Advocacy
Madison

Jon L. Fischer
McCarty Law LLP
Appleton

Roy Froemming
Froemming Law Office
Madison

Andrea Gage-Michaels
Legal Action of Wisconsin
Green Bay

Mark T. Johnson
Christenson Johnson LLC
Fitchburg

Ryan J. Long
Law Office of Sturgul & Long
Hurley

Charles P. Sabatino
Director - Commission on Law and Aging
American Bar Association
Washington D.C.

8:00 a.m. : Registration

8:30 a.m. : Welcome & Introduction

Iris M. Christenson

8:35 a.m. : Case Law/Administrative/Fair Hearing Decisions Update

Jon L. Fischer, Ryan J. Long

9:25 a.m. : Supported Decision-Making

Supported decision-making agreements offer a new tool for individuals with a disability to have an advisor formally recognized for various aspects of their personal and financial affairs.

  • Learn the scope and options of supported decision-making
  • Understand the relationship of a supported decision-making agreement with powers of attorney and guardianship
  • Delve into the details of the statutory form for an agreement, along with attorney-drafted supplemental documents
  • Gain expertise in advising individuals, their supporters, and entities asked to honor supported decision-making agreements.

Kate Schilling, Mark T. Johnson

10:25 a.m. : Break

10:40 a.m. : Working with Older Clients with Diminished Capacity: What’s a Lawyer to Do?

Charles P. Sabatino

11:40 a.m. : Lunch (on your own)

12:55 p.m. : Working with Older Clients with Diminished Capacity: What’s a Lawyer to Do? (continued)

Heather Poster, Charles P. Sabatino

1:55 p.m. : Panel Discussion: An Introduction to the Uniform Adult Guardianship Jurisdiction Act (UAGJA)

  • UAGJA concepts in jurisdiction of guardianships, including home state, significant connection, and special jurisdiction
  • Transfer of guardianship from another state to Wisconsin under the UAGJA
  • Transfer of guardianship from Wisconsin to another state under the UAGJA
  • Registering out-of-state guardianships using the UAGJA
  • Ways in which Wisconsin’s UAGJA differs from the uniform UAGPPJA

Roy Froemming, Carol J. Wessels

2:55 p.m. : Break

3:10 p.m. : The Older Americans Act: What is it, What Does it Cover, & How Does it Affect My Clients?

  • Understand the significance of OAA
  • Brief discussion of its current funding status

Helen Marks Dicks

3:40 p.m. : Elder Rights Project Overview

  • Learn more about this project designed to provide free legal services to victims of elder abuse in Wisconsin
  • Understand the process for referring clients to the Elder Rights Project
  • Discover how to spot signs of abuse & when you should refer your client for assistance

Andrea Gage-Michaels

4:10 p.m. : Program Concludes

Following program start times, webcast replay schedule will vary slightly from above listed times.

  • Review recent legislative, administrative, and case law changes
  • Find out how to determine diminished capacity in a client and what actions to take
  • Delve into the ethical implications of working with clients with diminished capacity
  • Understand how the supported decision-making agreement works with POAs and guardianships
  • Explore Wisconsin's recently passed Uniform Adult Guardianship Jurisdiction Act (UAGJA)
  • Learn more about the Older Americans Act (OAA) and the Elder Rights Project (in Wisconsin
  • Elder law attorneys
  • Estate planning lawyers
  • Guardians ad litem for adults
  • Probate practitioners
  • Health law attorneys

Book Sale – Save 20%

Advising Older Clients and Their Families

Save 20% on Advising Older Clients and Their Families. Plus, all seminar attendees receive a free two-week trial of the Books UnBound® version.* Better understand housing, asset protection, health care decisions, Medicaid eligibility, Social Security benefits, and more. Use discount code CA2789 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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