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Elder Law Institute -12 CLE / 1 E - 2024


Elder Law Institute 2024

12 CLE / 1 E - On Demand Seminar: Day 1 Only  •  Day 2 Only  •  Both Days


Join Claire Lewis and Dennis Frick along with a veteran cast of Elder Law practitioners for this wonderful annual seminar.


Day-1 Topics:

Program Introduction - Claire E. Lewis, Program Chair

Waiver Wait List Issues and Where We Go From Here - Dennis K. Frick

Pathways and Future of Area Agencies on Aging - Keith P. Huffman

Payment for Personal Services by Private and Family Caregivers & Miller Trust Administration - Jeffery D. Stinson

IRAs and Planning for the Future - Jeslynn C. Smith

PACE Program - Bridget M. McDaniel

How to Have a Successful Medicaid Application Process - Kimberly A. Jewell

Special Needs Planning Including Pooled Trusts for Those Over 65 - Kristin L. Steckbeck

Hot Tips in Elder Law - Rebecca W. Geyer, Mark W. Holwager & Kimberly A. Jewell

Miller Trusts - Jessica A. Richards

Embracing AI in Your Law Practice - Jennifer L. VanderVeen

Tips in Guardianship and Medicaid Education for the Judiciary - Elizabeth A. Homes & Hon. William J. Hughes

_________________________________


Day-2 Topics:

Comments from the FSSA Office of General Counsel and Division of Aging: Medicaid Waiver Transition to Pathways, Wait Listing and Other Issues - Jessica K. Keyes & Leslie L. Huckleberry

Conservative Asset Management Issues: Importance of an Asset Listing to Estate Planners - Mark W. Holwager

- Tax Incentives for Those Charitably Inclined

- Roth Conversion Benefits

- When Does Private Pay = OKAY!

- Directing the Client Towards Sound Investment Strategies

- And More!

Administration of SNTs - Robert W. Fechtman

Appeals & Judicial Review - Michael D. Wilhelm

What’s New in Estate Planning? - Rebecca W. Geyer

Lessons Learned from Defending Guardianships - Dennis K. Frick & Ann H. Smith

So You Died - Who Cares? Estate Recovery - Matthew C. Moore

Veterans Benefits - Heidi B. Adair

Appeals on the Allocation of Income and Resources to the Community Spouse - Connie L. Bauswell

Ethics Panel - Jeff R. Hawkins & Jennifer J. Hawkins

_________________________________


Faculty:

Claire E. Lewis, Chair

Law Office of Claire E. Lewis, Indianapolis


Hon. William J. Hughes

Hamilton Superior Court 3, Noblesville


Heidi B. Adair

Beers Mallers, LLP, Fort Wayne, IN


Connie L. Bauswell

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


Robert W. Fechtman

Fechtman Law Office, Indianapolis, IN


Dennis K. Frick

Senior Law Project, Indiana Legal Services, Inc., Indianapolis, IN


Rebecca W. Geyer

Rebecca W. Geyer & Associates, PC, Carmel, IN


Jennifer J. Hawkins

Hawkins Elder Law PC, Sullivan, IN


Jeff R. Hawkins

Hawkins Elder Law PC, Sullivan, IN


Mark W. Holwager

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


Elizabeth A. Homes

Law Office of Elizabeth A. Homes LLC, Indianapolis, IN


Leslie L. Huckleberry

FSSA – Division of Aging, Indianapolis, IN


Keith P. Huffman

Dale, Huffman & Babcock, Bluffton, IN


Kimberly A. Jewell

Jewell Law Office, LLC, Greenwood, IN


Jessica K. Keyes

FSSA - Office of General Counsel, Indianapolis, IN


Bridget M. McDaniel

Williams Barrett & Wilkowski, LLP, Greenwood, IN


Matthew C. Moore

Moore Law, LLC, Batesville, IN


Jessica A. Richards

Timmel Associates, LLC, New Albany, IN


Ann H. Smith

Senior Law Project, Indiana Legal Services, Inc., Indianapolis, IN


Jeslynn C. Smith

Nugen Law, A Professional Corporation, Auburn, IN


Kristin L. Steckbeck

Dale, Huffman & Babcock, Bluffton, IN


Jeffery D. Stinson

Stinson Law Firm, LLC, Carmel, IN


Jennifer L. VanderVeen

VanderVeen Elder & Special Needs Law, Mishawaka, IN


Michael D. Wilhelm

DeFur Voran LLP, Fishers, IN

_________________________________


Elder Law Institute 2024

12 CLE / 1 E - On Demand Seminar: Day 1 Only  •  Day 2 Only  •  Both Days


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

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