RACIAL EQUITY: It's Time to Step Up. We Need Your Help. Click Here.
Wisbar.org will be unavailable on Feb 17 starting at 6:00 p.m. until 8:00 p.m. for system maintenance.​​​​​​​​​​​​​​​​​​​​​​​

An Introduction to Elder Law 2021

Product ID: CA3136R3
Presented By: State Bar of Wisconsin PINNACLE

Endorsed by the Elder Law and Special Needs Section and the Young Lawyers Division of the State Bar of Wisconsin

Help serve a growing need

From an uptick in people seeking wills1 to an increase in elder abuse2, 2020 kept elder law attorneys busy. And with the COVID-19 pandemic continuing to raise new legal challenges and a large population of baby boomers aging, the trend will likely continue for years to come.

Whether you’re thinking about starting an elder law practice or want new tactics for accomplishing your clients’ goals, An Introduction to Elder Law will review the essentials to keep in mind when handling legal matters for the elderly.

Read More ↓

Sponsored By

Wispact

Interested in sponsoring this program? Find out more.

Pricing

Member $259.00

Non-Member $339.00

Credits

6 CLE, 1 EPR

Date and Time

Tuesday, March 09, 20218:30 AM - 3:00 PM CT

Add to Calendar 3/9/2021 8:30:00 AM 3/9/2021 3:00:00 PM America/Chicago An Introduction to Elder Law 2021

Endorsed by the Elder Law and Special Needs Section and the Young Lawyers Division of the State Bar of Wisconsin

Help serve a growing need

From an uptick in people seeking wills1 to an increase in elder abuse2, 2020 kept elder law attorneys busy. And with the COVID-19 pandemic continuing to raise new legal challenges and a large population of baby boomers aging, the trend will likely continue for years to come.

Whether you’re thinking about starting an elder law practice or want new tactics for accomplishing your clients’ goals, An Introduction to Elder Law will review the essentials to keep in mind when handling legal matters for the elderly.

alMYBcCwJzBnuVRvlmHo61032

Log in to register.

Maximum quantity must be less than or equal to 1.

Endorsed by the Elder Law and Special Needs Section and the Young Lawyers Division of the State Bar of Wisconsin

Help serve a growing need

From an uptick in people seeking wills1 to an increase in elder abuse2, 2020 kept elder law attorneys busy. And with the COVID-19 pandemic continuing to raise new legal challenges and a large population of baby boomers aging, the trend will likely continue for years to come.

Whether you’re thinking about starting an elder law practice or want new tactics for accomplishing your clients’ goals, An Introduction to Elder Law will review the essentials to keep in mind when handling legal matters for the elderly.

Read More ↓

Sponsored By

Program Chair and Presenter:

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

Presenters:

Dayna J. Lefebvre
Becker, Hickey & Poster, S.C.
Milwaukee

Jessica A. Liebau
Wessels & Liebau LLC
Mequon

Kate Schilling
Greater Wisconsin Agency on Aging Resources
Madison

Carol J. Wessels
Wessels & Liebau LLC
Mequon

Heather A. Wilson
Hill Glowacki LLP
Madison

 

8:30 a.m. : Overview of Medical Assistance and Other Related Programs

  • Asset and income eligibility
  • Spousal impoverishment
  • Basic divestment
  • Community programs

Margaret W. Hickey

9:20 a.m. : Durable Power of Attorney

  • Role of legal counsel
  • Choice of agents
  • Springing or non-springing power
  • Gifting provisions
  • Other special provisions

Dayna J. Lefebvre

9:45 a.m. : Health Care Power of Attorney

  • Execution
  • Special provisions – “Living Will” statement
  • Considering religious influences
  • Considering present illness or diagnosis
  • Do Not Resuscitate orders

Jessica A. Liebau

10:15 a.m. : Break

10:30 a.m. : Guardianship and Protective Placement

  • Guardianship and protective placement procedures
  • Who may petition for guardianship
  • Requirements for transfer to a nursing home under the Family Consent Act
  • Post appointment pitfalls
  • General strategies for handling contentious cases

Kate Schilling

11:15 a.m. : Elder Law Case Study: Basic Planning Techniques

  • Unavailable assets and purchase of exempt assets
  • Divestment planning
  • Use of promissory notes and trusts
  • Maximizing resources for the community spouse
  • Estate planning issues

Heather A. Wilson

12:00 p.m. : Lunch

1:00 p.m. : Estate Recovery

  • Liens against the home
  • Recovery from probate estate
  • Non-probate recovery
  • Act 20 and UTC changes

Heather A. Wilson

2:00 p.m. : Ethics

  • Ethics of Elder Law practice
  • Hypotheticals

Margaret W. Hickey, Carol J. Wessels

2:50 p.m. : Question and Answer

3:00 p.m. : Program Concludes

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

  • Receive solid grounding in elder law’s essential elements
  • Become familiar with medical assistance programs for the elderly
  • Understand health care power of attorney and other life planning options
  • Find out how guardianships and protective placements work
  • Learn planning strategies under the Wisconsin Trust Code
  • Explore estate recovery tactics
  • Estate planning/probate lawyers
  • Marital property lawyers
  • Guardians ad litem for adults
  • Attorneys looking to add elder law to their practice
  • Elder law attorneys wanting a refresher

YLD Discount!

Young Lawyers Division members receive a $20 discount on tuition.* Discount applied automatically upon log-in.

*Young Lawyers Division Members are State Bar member attorneys 36 years of age or younger, or within five years of admission to the State Bar of Wisconsin. If you’ve opted out of YLD, you will not receive this discount. The $20 discount only applies to the live webcast and webcast replays, not CLE OnDemand. YLD members with Ultimate Passes, other CLE passes, or PINNACLE discounts are not eligible for this discount.


Book Sale – Save 20%!

Advising Older Clients and Their Families

Save 20% on Advising Older Clients and Their Families two-volume set. Plus, all seminar attendees receive a free two-week trial of the Books UnBound® version.** The foremost guide to elder law for Wisconsin lawyers, this two-volume work discusses housing, asset protection, health care decisions, and much more. It’s also full of tips for building an effective, compassionate elder law practice.

Use discount code CA3136 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.

BYP

The Build Your Practice Series from State Bar of Wisconsin PINNACLE® introduces you to the fundamentals of various practice areas. Gain the tools and information you need to develop a new area of practice and expand your firm's offerings. Build Your Practice Series programs are endorsed by the State Bar's Young Lawyers Division.

Three scholarships will be awarded by the State of Wisconsin Bar Elder Law and Special Needs Section (ELSN) for the February 19, 2021 webcast presentation of An Introduction to Elder Law. In order to be eligible for consideration, applicants must:

  1. Be a member of the ELSN
  2. Have recently graduated from law school (within 5 years of graduation date)
  3. Have not previously received a scholarship from the Section for any prior event.

Submit your application to Jane Corkery at jcorkery@wisbar.org by February 5, 2021.

0 Customer Reviews
5 star
0%
4 star
0%
3 star
0%
2 star
0%
1 star
0%

Customer Reviews

Share your thoughts with other customers by being the first to review this product and or seminar.