Abbey K. Bowen
Wessels & Liebau, LLC
Mequon
Jessica A. Braun
Schober, Schober & Mitchell, S.C.
New Berlin
Anthony P. Davenport
Wisconsin Department of Health Services
Madison
Dean R. Dietrich
Weld Riley, S.C.
Wausau
Samantha Heft
Schober, Schober & Mitchell S.C.
New Berlin
Avery J. Mayne
von Briesen & Roper, S.C.
Milwaukee
Kate J. Schilling
ALJ, Division of Hearings and Appeals
Madison
Polly Shoemaker
Haskins, Main & Devine, LLC
Monona
Jeff Werstein
Waukesha County Health & Human Services
Waukesha
Reg P. Wydeven
McCarty Law, LLP
Appleton
8:30 a.m. Fair Hearing Decisions & Case Law Update
- New Legislation
- New Case Law
- New DHS Memos
- New Fair Hearing Decisions
Abbey K. Bowen, Polly Shoemaker
9:20 a.m. Wisconsin Act 115 and Advanced Care Planning
Avery J. Mayne
10:10 a.m. Break
10:25 a.m. Family Care Applications
- Attorney as the Authorized Representative
- MCO’s refusal
- Tips for getting an application approved
Jessica A. Braun, Samantha Heft, Jeff Werstein
11:15 a.m. Fair Hearing Requests
- What tactics work, and which don’t
- What ALJ’s are seeing
- Subtopic
Kate J. Schilling
12:00 p.m. Lunch (Networking Lunch sponsored by ELSN Section)
1:00 p.m. What is New in Estate Recovery
- Common mistakes in estate recovery submissions
- Family care capitation rates
Anthony P. Davenport
1:50 p.m. Break
2:05 p.m. Model Rule 1.14/ WI SCR 20:1.14
- Maintaining a “normal client relationship” with those with diminished capacity
- Substantial belief a client has diminished capacity and when to consult with others including a guardian ad litem
Dean R. Dietrich
2:55 p.m. Fair Hearing and Estate Recovery Nuts and Bolts
- Guided discussion of the days content with practical questions and debate
- Review of what practitioners are seeing and best practices
Reg P. Wydeven
3:45 p.m. Program Concludes
- Understand recent fair hearing decisions and case law developments affecting aging clients
- Develop stronger strategies for handling Family Care applications, fair hearings, and public benefits advocacy
- Better navigate estate recovery issues, including common mistakes and emerging trends
- Strengthen your understanding of advanced care planning requirements and developments
- Address ethical challenges involving clients with diminished capacity
- Improve client counseling and long-term planning strategies for aging clients and their families
- Elder law attorneys
- Guardians ad litem for adults
- Estate planning attorneys
- Probate attorneys
- General practitioners
Book Bonus!
Advising Older Clients & Their Families – 2 Volume Set
Save 15% on the Advising Older Clients & Their Families – 2 Volume Set.* In it, you’ll find the practice pointers, tips, charts, forms, and other tools to help you build and maintain a successful elder law practice. Use discount code CA3981 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 through 12/31/27. For Books UnBound users, discount may be applied to purchase of individual Books UnBound title only and may not be used on the purchase of libraries. Discount cannot be combined with any other offers.
The Elder Law and Special Needs Section is pleased to offer five scholarships to attend Legal Issues of the Aging 2026 in person on Friday, September 25, 2026. Find more information on scholarship eligibility and the application here. The deadline to apply is Monday, August 24, 2026. Questions? Please contact Section Coordinator Kara Olson.
Attendees at the in-person seminar will have a special opportunity to meet and talk with presenters at a complimentary luncheon sponsored by the State Bar’s Elder Law and Special Needs Section.