Program Chair:
Andrew G. Falkowski
Falkowski Law Firm, LLC
West Bend
Presenters:
Gregory J. Banchy
Banchy Law Center LLC
Eau Claire
Terry L. Campbell
Moertl, Wilkins & Campbell, S.C.
Milwaukee
Amy K. Greske
O’Neill Elder Law LLC
Hudson
Margaret Wrenn Hickey
Becker, Hickey & Poster, S.C.
Milwaukee
Jennifer R. Imediegwu
Moertl, Wilkins & Campbell, S.C.
Milwaukee
Mark T. Johnson
Johnson Teigen LLC
Fitchburg
Kim Marheine
State of Wisconsin Board on Aging and Long Term Care
Madison
Mark D. Munson
Ruder Ware L.L.S.C.
Wausau
Carol J. Wessels
Wessels & Liebau LLC
Mequon
8:30 a.m. : Case Law/Administrative/Fair Hearing Decision Updates
Amy K. Greske, Jennifer R. Imediegwu
9:20 a.m. : Retirement Benefits and Medicaid Crisis Planning
- The rules of retirement benefits
- Medicaid rules associated with retirement benefits
- Options for planning with retirement benefits in Medicaid crisis cases
Mark D. Munson
10:30 a.m. : Break
10:45 a.m. : Estate Planning Under the SECURE Act, Including for Special Needs Trusts
- Rule changes for withdrawals of inherited IRAs
- How trusts, including special needs trusts, are treated under the withdrawal rules
- Planning options for your clients and their beneficiaries
Gregory J. Banchy, Mark T. Johnson
12:00 p.m. : Lunch (on your own)
1:00 p.m. : The State of Wisconsin Ombudsman Program
- Long-term care advocacy for persons aged 60 and over
- Key topics for long-term care advocacy
- Long-term care advocacy under COVID-19
Kim Marheine
2:00 p.m. : Ways your Practice has Changed During the COVID-19 Pandemic, Including Execution of Estate Planning Documents
- Practice impacts of COVID-19
- Executing estate planning documents during a pandemic
Terry L. Campbell, Margaret Wrenn Hickey
2:55 p.m. : Break
3:10 p.m. : A Look at Selected COVID Policy Changes That Affect Our Clients
- Wisconsin’s Medicaid waivers
- Policies regarding access to clients in substitute care
- Changes in processing Medicaid renewals and other eligibility issues
Carol J. Wessels
4:15 p.m. : Program Concludes
Following program start times, webcast replay schedule will vary slightly from above listed times.
- Gain strategies for adjusting your practice during COVID-19
- Advise clients on whether they need to revise or revisit estate and retirement plans
- Explore changes in processing Medicaid renewals and other eligibility issues
- Receive your annual case law update
- Elder law and special needs attorneys
- Adult guardians ad litem
- Estate planning lawyers
- Probate attorneys
Elder Law and Special Needs Section Discount
Elder Law and Special Needs Section members receive a $25 discount on the live webcast seminar tuition!* Section members must be logged in to view discounted tuition option.
*The $25 discount only applies to the live webcast of Legal Issues of the Aging 2020 on September 18, 2020 – 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 CA3022 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 five full scholarships to section members to attend the live webcast of Legal Issues of the Aging 2020 on September 18, 2020. Applicants must be within five years of their graduation date from law school. Find more information and the application here. Deadline to apply is Friday, August 21. Questions? Please contact Section Coordinator Jane Corkery.