25th Annual Advanced Elder Law Update Seminar

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

Live on Site: Thursday, September 15 / Fairfax
Registration: 8:30 a.m.
Program: 9:00 a.m. - 4:15 p.m.
MCLE Credit: 6.0 (Ethics: 1.0)
Live-Interactive Credit: 6.0 Live Interactive MCLE Credit Symbol
Video on Site Options


Why Attend?

Focusing on Elder Law, Veterans Benefits, and Special Needs Trusts

  • Keep up to date on the new cases, legislation, and regulations
  • A new look for the Augmented Estate Claim?
  • Elder law income tax minefield — residences, gifts, dependents, basis, and more
  • Disabled Military Child Protection Act
  • Medicaid and real estate strategies
  • Non-guardianship medical orders — really, how?
  • Ethics, ethics, ethics — how to make referrals to other lawyers, accountants, others

GAL for Incapacitated Persons Continuing Credit Hours: 1.0

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.

PLEASE NOTE: This is an intermediate-to-advanced elder law course and will presume a higher level of knowledge. A basic elder law CLE is available through Virginia CLE® as an online or USB Flash Drive seminar. A new, live on site Elder Law Basics seminar will be presented in Fairfax in January 2017, with video replays in multiple locations across the Commonwealth to follow.


Can't Attend?
Attend one of the 7 video replays offered statewide in October.
E-mail distance_ed@vacle.org to be notified when/if this program is made available as an online or USB seminar.
E-mail publications@vacle.org to be notified when/if this program's seminar materials are made available for sale.



8:30 Registration
9:00 Recent Developments
R. Shawn Majette

Cases, statutes, regulations, Medicaid manual … keep up to date!

10:00 Break
10:10 ’Til Death Do We Part(ner): A New Look for the Augmented Estate Claim?
John T. Midgett

This presentation will review the proposed Elective Share Claim statutes currently before the General Assembly, highlighting the differences between the current laws, in effect since 1991, and the proposed statutes, which are based on the Revised Uniform Probate Code.
11:10 Break
11:15 Elder Law Income Tax Minefield
Neil L. Rose

This presentation will cover tax issues such as transferring the residence, claiming dependents, annual gifting mistakes, and IRA issues and basis mistakes, and also will   cover basics such as tax ID numbers and gifting rules.

12:30 Lunch (provided at live program only)
1:15 Disabled Military Child Protection Act
Kelly A. Thompson

Military families face extra challenges when they have a child with special needs — now at least one has been eliminated.
1:45 Medicaid and Real Estate Break
Susan Jean, Jennifer D. Kahl

Husband is sitting across the table from you, his wife just entered nursinghomelevel      care, and the husband and wife own several parcels of real property. What are some of the protective strategies available to you?

2:15 Break
2:25 Those Other Medical Orders Non-guardianship Medical and Psychiatric Consent Proceedings
J. Patton Graham
3:10 Break
3:15 The Ethics of Referrals in Elder Law
Robert Haley

Elder law attorneys routinely make referrals to other lawyers, accountants, financial planners, and others. What are the responsibilities of the elder law attorney making the referral?
4:15 Adjourn



J. Patton Graham, Graham Law, PC / Marion
Robert Haley, The Estate and Elder Law Center / Danville
Susan Jean, The Heritage Law Group / York County
Jennifer D. Kahl, The Heritage Law Group / Williamsburg
R. Shawn Majette, ThompsonMcMullan, P.C. / Richmond
John T. Midgett, Midgett & Preti PC  / Virginia Beach
Neil L. Rose, Willcox & Savage, P.C. / Virginia Beach
Kelly A. Thompson, Thompson Wildhack, PLC / Arlington


Andrew H. Hook, Hook Law Center, P.C. / Virginia Beach

Locations, Dates and Fees

(All registrants will receive access to a complete set of downloadable e-book seminar materials.)

$255* regular registration (without printed materials).
$285 regular registration plus printed materials.
$300 on-site registration (if space is available) (printed materials included).

*Available until 3 business days before the program


Fairfax / Thursday, September 15
Waterford at Fair Oaks (Venue Website / Google Map)
12025 Lee Jackson Memorial Highway
(703) 352-3200

Click here if you wish to register three or more people from the same firm.
A special 15% discount and free shipping on Virginia CLE®–published books will be available for purchases made at the seminar site.

Lower Registration Fee and Greater Functionality with Downloadable E-Book Seminar Materials

ALL seminar registrants will receive access to a complete set of downloadable e-book seminar materials. E-book materials are searchable, easily accessible, and efficient to use.

When registering, please be sure to provide a legible, valid e-mail address to which Virginia CLE® can send a link to the e-book materials.

Registrants who elect a registration option that includes downloadable e-book seminar materials only and not the printed materials will receive, at the seminar, a short, printed seminar outline with space to take notes.

Printed Materials: You still have the option of receiving a complete set of printed materials for a higher registration fee. Registrants who choose this option will receive printed materials at the program.


To receive access to the downloadable e-book materials BEFORE the seminar AND register for the lower fee, your registration must be received no later than 5:00 p.m. three business days before the seminar. A link to the downloadable e-book materials will be e-mailed to you two business days before the seminar. Once you download the materials, you can review them and print the portions you want to bring with you to the seminar.

After 5:00 p.m. THREE BUSINESS DAYS BEFORE the seminar, only the registration options that include printed materials will be available.

Cancellation/transfer requests will be honored through 5:00 p.m. of the DAY BEFORE the seminar.  You will, however, be charged $90 for the materials if you cancel your registration for the seminar, or transfer registration to a different seminar, after the link to the materials has been e-mailed by Virginia CLE®.

If you have a disability that requires special accommodation, please contact Virginia CLE® well in advance of the program date.

Private recording of this program is prohibited.

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  • 105 Whitewood Road
    Charlottesville, VA 22901


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