Elder Law Institute 2026 - 12 CLE / 1 E - October 1-2

Elder Law Institute™ 2026
Co-Sponsored by the Senior Law Project of Indiana Legal Services
12 CLE / 1 E - Thursday & Friday, October 1-2
ICLEF Conference Center, Indianapolis
9:00 A.M. - 4:30 P.M.
The annual Elder Law Institute™ is co-sponsored with the Senior Law Project of Indiana Legal Services, Inc. Join Claire Lewis, Dennis Frick along with a veteran cast of Elder Law practitioners for this wonderful annual seminar.
Day 1 Topics:
• Welcome & Introduction – Claire E. Lewis, Program Chair
• Medicare ABCs Including the Relationship Between MA & Advantage Plans – Dennis K. Frick
• PACE – Keith P. Huffman
• Medicaid Minefields: Confronting FSSA Tactics & Protecting Client Rights – Jeffery D. Stinson
• Waiver Issues: From Basics to Helping Clients Navigate the Waiver – Jayme E. Donnelson & Amy K. Nowaczyk
• Fechtman’s Fireside Chat: Bob Interviews Claire Lewis on Starting & Maintaining an Elder Law Practice
– Robert W. Fechtman, Host
• A.I. in the Elder Law Practice – Jennifer L. VanderVeen
• Methods for Managing Neurodivergent Beneficiaries in Estate Planning – Rebecca W. Geyer
• Different Types of Medicaid & Medicare Savings Plans (MSPs) – Connie L. Bauswell
• Race and Culture Gap in Estate Planning – Tamara R. Carpenter
• Medicaid Planning Tips & Resources for Small Firms or New Attorneys – Garrett W. Bonk
• Personal Services Agreements & Advising your Client of Proper Use – Miranda Rose Richard
Day 2 Topics:
• A Presentation on the Work of DDARS – Kelly Mitchell
• Working with Long Term Care Workers, Financial Planners & Long-Term Care Insurance – Matthew C. Moore
• Tips for a Successful MA Application Process – Jeslynn C. Smith
• Scam Alert: Tips to Identify and Protect Yourself & Your Loved Ones – G. Richard Slater
• Medicaid Estate Recovery, Medicaid Qualifying Trusts & Upcoming Estate & Probate issues – Jeffrey S. Dible
• How to Sleep at Night: Practice Pointers for Elder Law Attorneys – Kimberly A. Jewell
• Best Practices in Charitable Bequests – Ann H. Smith
• Succession Planning – David B. Anthony
• Presumption of Competence: Navigating the Nuances of Capacity – Abigail L. Strehle
• Ethics Panel – Elizabeth A. Homes, Kimberly A. Jewell, Bridget M. McDaniel & Jeslynn C. Smith
Faculty:
Claire E. Lewis, Chair
Law Office of Claire E. Lewis, Indianapolis, IN
David B. Anthony
Burt Blee Dixon Sutton & Bloom, LLP, Fort Wayne, IN
Connie L. Bauswell
Law Office of Connie L. Bauswell, LLC, Valparaiso, IN
Garett W. Bonk
Bonk Law Offices, Schererville, IN
Tamara R. Carpenter
Carpenter Estate & Elder Law, LLC, Greenwood, IN
Jeffrey S. Dible
FBT Gibbons LLP, Indianapolis, IN
Jayme E. Donnelson
Hess Hess & Donnelson, LLP, Carmel, IN
Robert W. Fechtman
Fechtman Law Office, Indianapolis, IN
Dennis K. Frick
Senior Law Project, Indiana Legal Services, Inc. Indpls., IN
Rebecca W. Geyer
Geyer Legal Group, PC, Carmel, IN
Elizabeth A. Homes
Law Office of Elizabeth A. Homes LLC, Indianapolis, IN
Keith P. Huffman
Dale, Huffman & Babcock, Bluffton, IN
Kimberly A. Jewell
Jewell Law Office, LLC, Greenwood, IN
Bridget M. McDaniel
Williams Barrett & Wilkowski, LLP, Greenwood, IN
Kelly Mitchell
Division of Disability, Aging & Rehabilitative Services, Family & Social Services Adm., Indianapolis, IN
Matthew C. Moore
Moore Law, LLC, Batesville, IN
Amy K. Nowaczyk
O'Drobinak & Nowaczyk, P.C., Crown Point, IN
Miranda Rose Richard
Attorney at Law, Indianapolis, IN
G. Richard Slater
Slater Law Office LLC, Carmel, IN
Jeslynn C. Smith
Nugen Law, A Professional Corporation, Auburn, IN
Ann H. Smith
Senior Law Project, Indiana Legal Services, Inc., Indpls., IN
Jeffery D. Stinson
Stinson Law Firm, LLC, Carmel, IN
Abigail L. Strehle
Encompass Legal Services, Greenwood, IN
Jennifer L. VanderVeen
VanderVeen Elder & Special Needs Law, Mishawaka, IN
ICLEF • Indiana Continuing Legal Education Forum, Indianapolis, IN • Premier Indiana CLE




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