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2022 Elder Law Institute - 12 CLE / 2 E

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2022 Elder Law Institute

12 CLE / 2 E - Co-Sponsored with the Senior Law Project of Indiana Legal Services


Welcome & Program Introduction

- Claire E. Lewis, Program Chair

How to Have a Successful Medicaid Application Process

- Jeslynn C. Smith

Medicaid & PHE Unwinding – how is it going?

- Dennis K. Frick

Medicaid Estate Recovery & Probate Administration Issues

- Jamie H. Harvey

Navigating the Medicaid System when Things Go Awry

- Matthew C. Moore

Mechanics & Criteria of the A & D HCBS Waiver

- Mark W. Holwager

Tricky Budgeting Issues for MA: What happens when there is too much extra cash each month? A review of how to spend money when the client’s income is too high

- E. Paige Freitag


- Hon. Andrew R. Bloch & Elizabeth A. Homes

Advance Directive Law – one year later

- Keith P. Huffman

Demystifying Death – how to help clients and families deal with death

- Lisa A. Blackman & Dr. Lorie Hacker

Petitioning the Court to Increase the CSRA or Allocate Income

- Connie L. Bauswell


Welcome & Program Introduction

- Claire E. Lewis, Program Chair

Tax Issues Related to Medicaid planning

- Rebecca W. Geyer

“Hot Tips from the 2022 NAELA Conference”

- Lora R. Mount

Financial Institution Accountability

- Jeffery D. Stinson

Special Needs Trust Case Review

- Robert W. Fechtman

Miller Trust Management

- Bridget M. McDaniel

The Importance of Client Education to the Business of Your Practice

- Jennifer L. VanderVeen

Ethical Issues When Dealing with Clients with Dementia

- Dr. Elizabeth E. Hathaway

The “Befores and Afters” of the Medicaid Processes

- Tamara L. Rogers

Secure Act 2.0

- Michael D. Wilhelm

Ethics Panel

- Jeff R. Hawkins & Jennifer J. Hawkins



Claire E. Lewis, Chair

Law Office of Claire E. Lewis, Indianapolis

Hon. Andrew Bloch

Magistrate, Hamilton County Superior Court, Noblesville

Connie L. Bauswell

The Law Office of Connie L. Bauswell, LLC, Valparaiso

Lisa Blackman

Coffin, Coffin & Blackman, Martinsville

Robert W. Fechtman

Fechtman Law Office, Indianapolis

E. Paige Freitag

Freitag & Martoglio LLC, Bloomington

Dennis K. Frick

Director of the Senior Law Project, Indianapolis

Rebecca W. Geyer

Rebecca W. Geyer & Associates, PC, Indianapolis

Dr. Lorie Hacker, DNP, MSNed, NP-C, RN,CNE

Marian University, Indianapolis

Jamie H. Harvey

Smith & Harvey Law Office, Connersville

Dr. Elizabeth E. Hathaway, MD

Indiana University School of Medicine, Indianapolis

Jeff R. Hawkins

Hawkins Elder Law, Sullivan

Jennifer J. Hawkins

Hawkins Elder Law, Sullivan

Mark W. Holwager

Holwager & Holwager, Attorneys at Law, P.C., Beech Grove

Elizabeth A. Homes

Law Office of Elizabeth A. Homes LLC, Fishers

Keith P. Huffman

Dale, Huffman & Babcock, Bluffton

Bridget M. McDaniel

Williams Barrett & Wilkowski, LLP, Greenwood

Matthew C. Moore

Moore Law, LLC, Batesville

Lora R. Mount

Voelz, Reed & Mount, LLC, Columbus

Tamara L. Rogers

Rogers Law Firm, LLC, Indianapolis

Jeslynn C. Smith

Koler Law Office, Fort Wayne

Jeffery D. Stinson

Stinson Law Firm, LLC, Carmel

Jennifer L. VanderVeen

Tuesley Hall Konopa, LLP, South Bend

Michael D. Wilhelm

DeFur Voran LLP, Fishers

ICLEF • Indiana Continuing Legal Education Forum, Indianapolis, IN • Premier Indiana CLE


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