23rd Annual Advanced Elder Law Update Seminar 2014 (Online Seminar)

MCLE Credits: 6.0
Ethics Credits Included: 1.0 (GAL Incap: 6.0)

MCLE Credit: 6.0 (Ethics: 1.0; GAL Incap: 6.0)
Live-Interactive Credit: 0.0
Price: $295 (Includes a downloadable audio version.)
Viewable Through: 09/30/2017


A pre-recorded streaming VIDEO replay of the entire September 2014 live seminar, 23rd Annual Advanced Elder Law Update Seminar.

GAL Continuing Credits: 6.0

Note: Your GAL certificate may be found at the front of your written materials.


This seminar is designed to enable you to realize where the legal profession is going, help you get there, and thrive in a constantly changing world.

The topics are covered by well-respected attorneys in the elder law field who can guide you through the challenges you face or probably will face, whether in running your office in a manner to provide the best legal service to your clients or in understanding the newest changes in the laws and products.


  • Keep up to date on the new cases, legislation, and regulations
  • Taxation — become aware of the fundamental consequences of the planning you do with your clients
  • Learn to use taxation rules to your clients’ benefit
  • Where will your clients end up? Review long-term care and home-transfer strategies
  • Receive a new view of evaluating your clients’ financial plans and their financial planners
  • Ethics, ethics, ethics — always complicated when seniors and their adult children come to see you together

Save up to 40% on online seminars and webcasts with the purchase an 8- or 12-credit Online Bundle. Take up to 365 days to choose the programs you want.

Government Attorney? Receive a 50% discount on this and most seminars, and a 30% discount on publications.
New Virginia Lawyer? (less than three years) Receive a 25% discount on this and most seminars and publications.



I. Mark Cohen, Cohen & Burnett, PC / McLean

 I. Mark Cohen, JD, LL.M, CFP® is the founding partner and visionary for both OptiFour Integrated Wealth Management, LLC, Registered Investment Advisor, and Cohen & Burnett, P.C., Attorneys and Counselors at Law, as well as co-author ofLessons to My Children: Simple Life Lessons for Financial Success, Wealth and Abundance.

Mark is licensed to practice law in both Virginia and Arizona. Mark is a past president of the Northern Virginia Estate Planning Council and is an active member of the Legislative Committee of the Wills Trusts and Estates Section of the Virginia State Bar Association. Mark is a frequent lecturer and writer at attorney CLE seminars where he specializes in estate taxes and ethics.

Mark has been published extensively in trusts and estates journals and magazines, and is the author of the first and only comprehensive treatise on the Uniform Trust Code, (Cohen, 864 T.M. 1st, Uniform Trust Code).

Mark grew up in an Air Force family the son of a rocket scientist. He has lived in Ohio, Colorado, California, Israel, Arizona and Virginia. He met his former wife, Kathy, during his first year of law school while she was working on her Masters in Teaching English as a Second Language. Together they have two children, Michael and Rachel, both William and Mary graduates. Michael is a Second Lieutenant in the U.S. Army and Rachel is a primary school teacher with Teach for America in San Antonio, Texas.

Mark enjoys woodworking, guitar, and anything that gets him outdoors, especially cycling, kayaking, flying small airplanes, sailing, and backpacking. He is a passionate supporter of the Leukemia & Lymphoma Society and was once nominated as a candidate to be Man of the Year of their National Capital Area chapter where he raised nearly $50,000 for cancer research in just 10 weeks.

Andrew H. Hook, CELA, Hook Law Center / Virginia Beach

Andrew H. “Andy” Hook is the president of Hook Law Center, where he practices in the areas of elder law, estate and trust administration, estate, tax, retirement and financial planninglong-term care planning, asset protection planning, special needs planning, business succession planning and personal injury settlement consulting.

A 1975 graduate of the University of Virginia School of Law, Mr. Hook is a Fellow of the American College of Trust and Estate Counsel (ACTEC), and a Fellow of the National Academy of Elder Law Attorneys (NAELA). Mr. Hook is certified as an Elder Law Attorney (CELA) by the National Elder Law Foundation. Mr. Hook is also a Certified Financial Planner professional, and an accredited attorney for the preparation, presentation, and prosecution of claims for veterans benefits before the Department of Veterans Affairs.

Since 2006, Mr. Hook has been named by Virginia Super Lawyers magazine as one of the top attorneys in Virginia. The Super Lawyers designation is bestowed upon the top 5% of lawyers in each state as chosen by their peers and through the independent research of Law & Politics.

Mr. Hook is a former President of the Special Needs Alliance, a nationwide network of disability attorneys, a former Director of NAELA, and a former editor in chief of the NAELA Journal. Mr. Hook is the author of the BNA Tax Management Portfolio on Durable Powers of Attorney, a co-author of “Representing the Elderly and Disabled Client” published by RIA, and a co-author of the Elder Law Column for “Estate Planning Magazine” published by RIA.

Mr. Hook has been awarded the designation of an Accredited Estate Planner by the National Association of Estate Planners and Councils.

Susan I. Jean, The Heritage Law Group / York County

 Susan Jean focuses her practice in the area of elder law and estate planning as a result of a family history of both dementia and cancer.  She enjoys the process of bringing her knowledge of the law and community resources to bear in crafting a plan that will work for her clients and her client’s family.  

Ms. Jean provides families with representation regarding long term care, Medicaid and Veteran's Benefits, as well as expertise on capacity issues, elder abuse, financial concerns, and other areas of law of primary interest to elders.  She assists those concerned with the high cost of care to plan for ways to pay for care, as well as ways to qualify for government benefits without becoming impoverished.

 Ms. Jean has practiced as an attorney on the Peninsula since 1993. One of her passions is public speaking; she is a frequent lecturer, and has taught various elder law subjects to other lawyers, CPAs and accountants, and financial professionals, for continuing credit.  She enjoys speaking to community groups on a wide variety of subjects related to elder law and estate planning. 

Ms. Jean currently sits on the Board of Directors for Peninsula Agency on Aging, and is a member of the National Academy of Elder Law Attorneys (NAELA).  She is past president of the Virginia Chapter of NAELA, and was pleased to be elected twice as President of the York-Poquoson Bar Association.  She has been on the Board of Directors for the ARC of the Virginia Peninsula, the Peninsula Pastoral Counseling Center, and Williamsburg Area Meals on Wheels.

R. Shawn Majette, ThompsonMcMullan / Richmond

Mr. Majette directs the firm’s Elder Law Section.  The Section focuses on the legal aspects of mental and physical disability.  Mr. Majette is especially active in the voluntary and involuntary management of legal, medical and financial affairs of incapacitated adults.  Mr. Majette and the Section lawyers and staff employ trusts, powers of attorney, advance medical directives and, when necessary, guardianship proceedings to protect and preserve assets.  Hospitals, nursing homes, assisted living facilities and other corporate clients often consult Mr. Majette for innovative, efficient solutions to discharge and Medicaid problems.

Mr. Majette was the founding chairperson of the Virginia Bar Association Elder Law Section, serving in that position from 1993 to 1996.  For many years Mr. Majette has served as chair of that Section’s legislative affairs subcommittee, and a member the Section Council. Mr. Majette also served as the chair of the Third District Disciplinary Committee of the Virginia State Bar.

Mr. Majette has held numerous appointments to advisory commissions and task forces for the Virginia General Assembly and the Virginia Supreme Court. He assisted in drafting several current Virginia statutes relating to guardianship, conservatorship, and behavioral health, including revisions to the law of civil commitment, emergency medical consent, guardianship, and the prevention of financial abuse of incapacitated adults under durable powers of attorney.

Since 1989, he has spoken frequently for the National Academy of Elder Law Attorneys, the Virginia Bar Association, the Virginia Academy of Elder Law Attorneys, the Special Needs Alliance (of which he is a long term member), the Virginia Commonwealth University Medical College of Virginia (of which he is adjunct faculty, in the College of Legal Medicine), the University of Virginia School of Law, the National Geriatric Care Managers Association, the Virginia State Bar, local chapters of the Virginia Society of Public Accountants, the National Alliance on Mental Illness,  and many national legal, accounting and medical continuing education programs, including the National Academy, the Virginia and National Geriatric Care Managers Associations, the Virginia State Bar, the Virginia Bar Association, the Virginia Society of Public Accountant. Since 1991, Mr. Majette has been an annual speaker for the Annual Elder Law Seminars sponsored by the Virginia Law Foundation, a leading purveyor of mandatory legal education for Virginia lawyers.  He has written several articles for legal publications, including, commencing in 1998 and maintained since that date chapters addressing Virginia powers of attorney, long term care insurance and Medicaid for the standard Virginia treatises on wills and trust practice, Estate Planning in Virginia and Elder Law in Virginia.

 Christopher M. McCarthy, CELA, White & McCarthy / Midlothian

Chris McCarthy is a partner at White & McCarthy where his practice focuses on elder law, long-term planning, veterans benefits, guardianships and conservatorships, and special needs planning. Chris is the first attorney in Central Virginia to become a Certified Elder Law Attorney, with certification through the National Elder Law Foundation, which is the only organization accredited by the American Bar Association to offer certification in the area of elder law. An AV-rated attorney, he is also an accredited attorney for the preparation, presentation, and prosecution of claims for veterans benefits before the Department of Veterans Affairs (VA).

McCarthy was recognized in the 2011 edition of Virginia Super Lawyers in the Elder Law category, and was previously selected for inclusion in Virginia Rising Stars for three consecutive years (2008-2010). He is president of the Virginia Academy of Elder Law Attorneys, a past chair of the Elder Law Section of the Virginia Bar Association, a member of the Academy of Special Needs Planners, and a member of the Advisory Committee of the Virginia Center on Aging. Virginia Lawyers Weekly honored McCarthy as a 2011 "Leader in the Law" for expanding and elevating the practice of elder law, and providing leadership in the legal profession and service to the community.

Neil L. Rose, Willcox & Savage, P.C. / Virginia Beach

Neil L. Rose is a partner in the Virginia Beach office of Willcox & Savage P.C. where he practices primarily in areas of tax law, business organization, estate planning & administration.  Mr. Rose received his B.S. in Commerce from the McIntire School of Commerce at the University of Virginia, and his J.D. degree from the University of Virginia Law School, where he served as Notes Editor of the Virginia Tax Review, and a Masters in Taxation degree from Georgetown University Law Center.  He has served as chair of the Tax Section of the Virginia State Bar, as chair of the Elder Law Section of the Virginia Bar Association and currently serves as Chair of the Tax Section of the Virginia Bar Association.  While Mr. Rose was a U.S. Treasury Special Honors Attorney from 1983 until 1987, he worked in the National Office of the Internal Revenue Service.  He is a Fellow in the American College of  Trust and Estate Counsel and an Assistant Commissioner of Accounts for the Virginia Beach Circuit Court.  He has been included in the “Best Lawyers in America”.  He is a member of the Norfolk-Portsmouth, Virginia Beach, Virginia and American Bar Associations and a long time board member and past president of the Hampton Roads Tax Forum;  He has been a frequent speaker on business, taxation and estate planning topics before groups ranging from community groups to the Virginia AICPA, VA CLE, and the ABA tax section.

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