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2022 Elder Law Institute
12 CLE / 2 E - Co-Sponsored with the Senior Law Project of Indiana Legal Services
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
ICLEF • Indiana Continuing Legal Education Forum, Indianapolis, IN • Premier Indiana CLE
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