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Legal Issues of the Aging 2021

Product ID: CA3165W
Presented By: State Bar of Wisconsin PINNACLE

Endorsed by the Elder Law and Special Needs section of the State Bar of Wisconsin

A can’t-miss update for elder law

Explore valuable practice updates and insights on a range of key current legal, legislative, and financial issues affecting elderly clients at Legal Issues of the Aging 2021. You’ll receive a case law update and review hot topics involving:

  • Medicaid Fair Hearings
  • Divestment exceptions for transfers of a home to a caregiver child
  • Using a QDRO to split retirement assets
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

7 CLE, 1 EPR

Date and Time

Friday, September 24, 20218:30 AM - 4:00 PM CT

Add to Calendar 9/24/2021 8:30:00 AM 9/24/2021 4:00:00 PM America/Chicago Legal Issues of the Aging 2021

Endorsed by the Elder Law and Special Needs section of the State Bar of Wisconsin

A can’t-miss update for elder law

Explore valuable practice updates and insights on a range of key current legal, legislative, and financial issues affecting elderly clients at Legal Issues of the Aging 2021. You’ll receive a case law update and review hot topics involving:

  • Medicaid Fair Hearings
  • Divestment exceptions for transfers of a home to a caregiver child
  • Using a QDRO to split retirement assets
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Elder Law and Special Needs Section members receive a $50 tuition discount on the September 24 live webcast date only. Must be logged-in to see discounted tuition rate.

No longer available, please choose from options above.

Maximum quantity must be less than or equal to 1.

Endorsed by the Elder Law and Special Needs section of the State Bar of Wisconsin

A can’t-miss update for elder law

Explore valuable practice updates and insights on a range of key current legal, legislative, and financial issues affecting elderly clients at Legal Issues of the Aging 2021. You’ll receive a case law update and review hot topics involving:

  • Medicaid Fair Hearings
  • Divestment exceptions for transfers of a home to a caregiver child
  • Using a QDRO to split retirement assets
Read More ↓

Sponsored By

Program Chair:

Heather A. Wilson
Hill Glowacki LLP
Madison

Presenters:

Brian C. Anderson
Wisconsin Lawyers Mutual Insurance Co.
Madison

Matthew M. Beier
Wisconsin Lawyers Mutual Insurance Co.
Madison

Amy Roehl Devine
Haskins Short & Brindley LLC
Monona

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

Ryan Long
Sturgul & Long, S.C.
Ashland

Amanda Pirt Meyer
Haskins Short & Brindley LLC
Monona

Heather B. Poster
Becker, Hickey & Poster, S.C.
Milwaukee

Chantelle M. Ringe
Hill Glowacki LLP
Madison

Kate Schilling
Greater Wisconsin Agency on Aging Resources
Madison

Meghan M. Teigen
Johnson Teigen LLC
Fitchburg

Carol J. Wessels
Wessels & Liebau LLC
Mequon

 

8:30 a.m. : Case Law Update

Amy Roehl Devine, Amanda Pirt Meyer

9:20 a.m. : Using a QDRO to Deal with Retirement Assets, Family Court v. Guardianship

Margaret Wrenn Hickey, Chantelle M. Ringe

10:10 a.m. : Break

10:25 a.m. : What Happens when we Return to Normal?

  • What will the transition from pandemic to normal look like?
  • What notices should you expect?
  • What are the timelines?

Ryan Long, Kate Schilling, Meghan M. Teigen

11:45 a.m. : Lunch (on your own)

12:45 p.m. : Handling a Fair Hearing

Carol J. Wessels

1:45 p.m. : Divestment Exceptions

Heather B. Poster

2:45 p.m. : Break

3:00 p.m. : Ethics and Malpractice Claims in Elder Law and Special Needs Cases

  • Examples, issue, and trends in malpractice claims in estate planning, special needs trusts, guardianship, Medicaid planning, and duties to beneficiaries

Brian C. Anderson, Matthew M. Beier

4:00 p.m. : Program Concludes

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

  • Better advocate for your clients in Medicaid Fair Hearings
  • Review the caregiver and child exceptions to divestment rules
  • Discover how to use a QDRO to handle retirement assets
  • Keep your practice on track as the country enters new pandemic phases
  • Receive an annual case law update
  • Elder law attorneys
  • Guardians ad litem for adults
  • Estate planning and probate lawyers

Elder Law and Special Needs Section Discount

Elder Law and Special Needs Section members receive a $50 discount on the live webcast seminar tuition!* Section members must be logged in to view discounted tuition option.

*The $50 discount only applies to the live webcast of Legal Issues of the Aging 2021 on September 24, 2021 – not webcast replays or CLE OnDemand. Elder Law and Special Needs Section members with Ultimate Passes, other CLE passes, or PINNACLE discounts are not eligible for this discount. The Elder Law and Special Needs Section may discontinue this discount at any time.


Book Sale – Save 20%

Advising Older Clients & Their Families

Save 20% on Advising Older Clients & 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 CA3165 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.

The Elder Law and Special Needs Section is pleased to offer four full scholarships to attend the live webcast of Legal Issues of the Aging 2021 on September 24, 2021. For scholarship qualifications and application information click here. Deadline to apply is September 10, 2021. Questions? Please contact Section Coordinator Jane Corkery.

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