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Legal Issues of the Aging 2022

Product ID: CA3318W
Presented By: State Bar of Wisconsin PINNACLE

Co-produced with the Elder Law and Special Needs Section of the State Bar of Wisconsin

Shifting demographics

The demographic of clients seeking estate planning and elder law services is rapidly evolving.1 Attorneys may now be serving same-sex couples, immigrant families, and clients from a variety of ethnic, racial, and religious backgrounds. That’s why it’s increasingly important for attorneys to be culturally competent in order to effectively serve their clients.

At Legal Issues of the Aging 2022, you’ll delve into what it means to be culturally competent and learn why cultural competence is so important. You’ll receive practical guidance on:

  • Incorporating cultural competence into your life and work
  • Drafting and interpreting estate plans for Muslim and Native clients
  • Working with religious leaders
Read More ↓

Sponsored By

Wisconsin Lawyers Mutual Insurance Company

Wispact

Interested in sponsoring this program? Find out more.

Pricing

Member $269.00

Non-Member $349.00

Credits

6 CLE, 1 EPR, 1 LAU

Date and Time

Friday, September 23, 20228:30 AM - 4:10 PM CT

Add to Calendar 9/23/2022 8:30:00 AM 9/23/2022 4:10:00 PM America/Chicago Legal Issues of the Aging 2022

Co-produced with the Elder Law and Special Needs Section of the State Bar of Wisconsin

Shifting demographics

The demographic of clients seeking estate planning and elder law services is rapidly evolving.1 Attorneys may now be serving same-sex couples, immigrant families, and clients from a variety of ethnic, racial, and religious backgrounds. That’s why it’s increasingly important for attorneys to be culturally competent in order to effectively serve their clients.

At Legal Issues of the Aging 2022, you’ll delve into what it means to be culturally competent and learn why cultural competence is so important. You’ll receive practical guidance on:

  • Incorporating cultural competence into your life and work
  • Drafting and interpreting estate plans for Muslim and Native clients
  • Working with religious leaders
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Co-produced with the Elder Law and Special Needs Section of the State Bar of Wisconsin

Shifting demographics

The demographic of clients seeking estate planning and elder law services is rapidly evolving.1 Attorneys may now be serving same-sex couples, immigrant families, and clients from a variety of ethnic, racial, and religious backgrounds. That’s why it’s increasingly important for attorneys to be culturally competent in order to effectively serve their clients.

At Legal Issues of the Aging 2022, you’ll delve into what it means to be culturally competent and learn why cultural competence is so important. You’ll receive practical guidance on:

  • Incorporating cultural competence into your life and work
  • Drafting and interpreting estate plans for Muslim and Native clients
  • Working with religious leaders
Read More ↓

Sponsored By

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 and Termination

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.

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