27th Annual Advanced Elder Law Update Seminar 2018

MCLE Credits: 6.0
Ethics Credits Included: 1.0

Live on Site: Thursday, September 13 / Richmond (Glen Allen)
Registration: 8:30 a.m.
Program: 9:00 a.m. - 4:15 p.m.
MCLE Credit: 6.0 (Ethics: 1.0; GAL Incap: 6.0)
Live-Interactive Credit: 6.0 Live Interactive MCLE Credit Symbol
Video on Site Options


Why Attend?

  • Keep up to date on the new cases, legislation, and regulations
  • Explore the changes in Medicaid
  • Get advice on special needs trusts and the new POMS
  • Learn how to protect your clients from financial exploitation and abuse
  • Ethics—Evaluate your responsibility to your clients
GAL for Incapacitated Persons Continuing Credit Hours: 6.0

GAL Information


Cosponsored with the Virginia Academy of Elder Law Attorneys (VAELA)

This annual seminar tracks the practice of elder law to help you thrive in a constantly changing world. Keep up to date on the new cases, legislation, and regulations, while also exploring new and perennial topics vital to the elder law attorney. The topics are covered by well-respected attorneys in the elder law field who can guide you through the current challenges as well as those you are likely to face down the road.

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 Elder Law Updates
R. Shawn Majette


Cases, statutes, regulations … keep up to date!

10:00 Break
10:10 Changes in Medicaid—Expansion: CCC Plus and Developmental Disability Waiver Program
Edward E. Zetlin

Significant changes have occurred with Medicaid over the last year. This session will outline Commonwealth expansion of Medicaid under the Affordable Care Act; the Medicaid move to managed care under CCC+ (Commonwealth Coordinated Care Plus), and explanation of the Developmental Disability Waiver Program.

11:10 Break
11:15 Special Needs Trusts Planning and the New POMS
Elizabeth L. Gray, Ann Green

Social Security has issued new POMS (Program Operations Manual System), which are the controlling documents for special needs trusts. This session will cover the new POMS and what it means for special needs planning.

12:15 Lunch (provided at live program only)
1:00 Protecting Vulnerable Clients from Financial Exploitation and Abuse
Andy Hook, Jennifer S. Rossettini

As our aging population continues to grow, so does the potential for physical and financial exploitation of our most vulnerable citizens. What can we, as practitioners, do to protect our seniors? In this presentation, you will gain an understanding of the common victim profile as well as the warning signs of abuse from real-world examples; you will learn about what the federal and state governments are doing to help combat this problem; and what you can do if you notice the warning signs, from making sure your clients have the right legal documents in place to recommending support groups and other resources.

2:00 Break
2:10 Reforming or Decanting a Trust to Avoid Unintended Consequences
Neal L. Walters, Carolyn A. White

Even though a trust says that it is irrevocable, sometimes life intervenes and changes need to be made. Reformation and decanting provide methods by which an attorney can modify or redraft a trust so as to fulfill the grantor's intent in such situations. This session will review the statutes and case law governing the process as well as pitfalls facing the practitioner.
3:10 Break
3:15 Ethics in Elder Law: Representing Clients with Diminished Capacity
Timothy K. Palmer

How can we advise elderly clients with diminished capacity?  Representing elderly clients involves determining capacity, working with agents under a power of attorney, and often taking protective action for our clients.

4:15 Adjourn



Elizabeth L. Gray, McCandlish Lillard / Fairfax
Ann McGee Green, Anderson, Desimone and Green, P.C. / Roanoke
Andrew  H. Hook, Hook Law Center, P.C. / Virginia Beach
R. Shawn Majette, ThompsonMcMullan, P.C. / Richmond
Timothy K. Palmer, Timothy K. Palmer, P.C. / Suffolk
Jennifer S. Rossettini, Hook Law Center, P.C. / Virginia Beach
Neal L. Walters, Scott Kroner, PLC / Charlottesville
Carolyn  A. White, ThompsonMcMullan, P.C. / Midlothian
Edward E. Zetlin, Edward Zetlin Law / Arlington


Robert W. Haley, The Estate & Elder Law Center of Southside Virginia / Danville

Locations, Dates and Fees

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

$285* regular registration (without printed materials).
$315 regular registration plus printed materials.
$260* preregistering VAELA member (without printed materials).
$290 preregistering VAELA member plus printed materials.
$330 on-site registration (if space is available) (printed materials included).

*Available until 3 business days before the program


RICHMOND (Glen Allen) / Thursday, September 13
The Place at Innsbrook (Venue Website / Google Map)
4036-C Cox Road
(804) 346-2100

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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