2022 Elder Law Institute - 12 CLE / 2 E - Oct. 6-7



2022 Elder Law Institute

Co-Sponsored with the Senior Law Project of Indiana Legal Services

12 CLE / 2 E - Thursday & Friday, October 6-7: 9:00 A.M. - 4:30 P.M.

LIVE IN-PERSON SEMINAR - ICLEF Conference Facility, Indianapolis

LIVE INDIVIDUAL WEBCASTS - From your home or office



DAY 1 TOPICS:

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


Guardianship

- 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


DAY 2 TOPICS:

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

_________________________


FACULTY:

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

_________________________


2022 Elder Law Institute

Co-Sponsored with the Senior Law Project of Indiana Legal Services

12 CLE / 2 E - Thursday & Friday, October 6-7: 9:00 A.M. - 4:30 P.M.

LIVE IN-PERSON SEMINAR - ICLEF Conference Facility, Indianapolis

LIVE INDIVIDUAL WEBCASTS - From your home or office



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




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