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

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Elderly couple holding hands walk toward a giant Roman-numeral clock at sunset, with warm orange clouds and a dreamy mood.


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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