RACIAL EQUITY: It's Time to Step Up. We Need Your Help. Click Here.

Legal Issues of the Aging 2020

Product ID: CA3022R5
Presented By: State Bar of Wisconsin PINNACLE

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

Confidence and SECURE-ity in changing times

2020 started off with the SECURE Act, a bill meant to help address the nation’s retirement crisis. While many of the provisions can help Americans save more for their futures, the complex new rules also raised new issues such as RMD penalties, increased taxes, and trust language issues.1

By spring, the world was facing a new crisis: the coronavirus pandemic. Trying to prepare for worst case scenarios, droves of Americans rushed to create wills, health directives, trusts, and more.2

Telelaw, trusts, and more timely topics

It’s been a busy year, and Legal Issues of the Aging 2020 will ensure you have what you need to help your clients get their affairs in order.

Read More ↓

Sponsored By

Wisconsin Lawyers Mutual Insurance Company

Wispact

Interested in sponsoring this program? Find out more.

Pricing

Member $259.00

Non-Member $339.00

Credits

7.5 CLE

Date and Time

Tuesday, October 20, 20208:30 AM - 4:15 PM CT

Add to Calendar 10/20/2020 8:30:00 AM 10/20/2020 4:15:00 PM America/Chicago Legal Issues of the Aging 2020

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

Confidence and SECURE-ity in changing times

2020 started off with the SECURE Act, a bill meant to help address the nation’s retirement crisis. While many of the provisions can help Americans save more for their futures, the complex new rules also raised new issues such as RMD penalties, increased taxes, and trust language issues.1

By spring, the world was facing a new crisis: the coronavirus pandemic. Trying to prepare for worst case scenarios, droves of Americans rushed to create wills, health directives, trusts, and more.2

Telelaw, trusts, and more timely topics

It’s been a busy year, and Legal Issues of the Aging 2020 will ensure you have what you need to help your clients get their affairs in order.

alMYBcCwJzBnuVRvlmHo61032

Log in to register.

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

Confidence and SECURE-ity in changing times

2020 started off with the SECURE Act, a bill meant to help address the nation’s retirement crisis. While many of the provisions can help Americans save more for their futures, the complex new rules also raised new issues such as RMD penalties, increased taxes, and trust language issues.1

By spring, the world was facing a new crisis: the coronavirus pandemic. Trying to prepare for worst case scenarios, droves of Americans rushed to create wills, health directives, trusts, and more.2

Telelaw, trusts, and more timely topics

It’s been a busy year, and Legal Issues of the Aging 2020 will ensure you have what you need to help your clients get their affairs in order.

Read More ↓

Sponsored By

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.

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.