31st Annual Advanced Elder Law Update Seminar 2022

MCLE Credits: 6.0
Ethics Credits Included: 1.0

Thursday, September 8, 9:00 a.m. - 4:15 p.m. ET
Learn more about Virginia CLE webcast format
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MCLE Credit: 6.0 (Ethics: 1.0) Pending
Live-Interactive Credit: 6.0 Pending (all dates, all formats) Live Interactive MCLE Credit Symbol
Designation Credit:

2.0 Trusts and Estates Practice, 1.0 Divorce and Family
Law Practice, 1.0 Ethics (Designations Information)

GAL for Incapacitated
Persons CE Credit
:
6.0 (GAL Information)

Registration Fees:

 

Live on Site:
$299 regular registration
$279 discounted registration
for VAELA members
$319 on-site registration (if space is available)

Webcast:
$299 regular registration
$279 discounted registration
for VAELA members

Telephone:
$319 regular registration
$299 discounted registration
for VAELA members

(Downloadable e-book seminar materials only. Printed materials will NOT be available.)

Information

Why Attend?

  • Keep up to date on the new cases, legislation, and regulations in the General Assembly
  • Explore the Medicaid Assets for blended families
  • Evaluate your ethical tech responsibility to protect your clients’ information
  • Learn new strategies for drafting wills, trusts, powers of attorney, and deeds
  • Discover the best way to get assets into the different types of trusts
  • BONUS: For no extra charge, those attending in person at the Bobzien-Gaither Education Center may enjoy an exclusive wine tasting following the program! Socialize with fellow attendees and presenters while sampling and enjoying wines from Valley Road Vineyards in Afton.

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.

ATTENDING IN PERSON?

The Bobzien-Gaither Education Center in Richmond/Innsbrook is our new state-of-the-art facility designed with your safety in mind. It features a Centurion air filtration system, which quickly and effectively eliminates viruses and bacteria. Additionally, the facility is thoroughly cleaned before each seminar, and face masks and hand sanitizer will be available.

COVID-19 POLICY FOR LIVE-ON-SITE ATTENDANCE

By attending a live-on-site Virginia CLE® seminar, you acknowledge the health risks associated with COVID-19 and that you MUST follow all Virginia CLE® COVID-19 policies. You may NOT attend a live-on-site program if you have tested positive for COVID-19, if you are experiencing COVID-19 symptoms, or if you are under any self-quarantine orders per CDC guidelines.

Click here for details about the Virginia CLE® COVID-19 policyPlease revisit the webpage routinely for updates as we are monitoring the evolving COVID-19 situation. All updates to this policy will be emailed to registrants.
(Last updated March 2, 2022)

 

Discounts available for Virginia CLE webcast-telephone-live seminars Follow link to learn about the Virginia CLE Online Bundle with savings up to 45% Follow link to learn about coupons for lawyers in First Year in Virginia practice Follow link to learn about discount for New Virginia Lawyers (first 3 years) Follow link to learn about Government Employee discount Follow link to learn about Legal Aid discount

Follow link to learn about coupons for lawyers in First Year in Virginia practice Follow link to learn about coupons for lawyers in First Year in Virginia practice Follow link to learn about Government Employee discount Follow link to learn about Legal Aid discount

Registration Deadlines:
Webcast: 10 minutes prior to seminar. If you register for a webcast the day of the seminar, your e-mail receipt will include a link to launch the seminar and download the materials.
Telephone: Online registration ends at 11:59 p.m. the day preceding the seminar
Call (800) 979-8253 to register up to one hour prior to the seminar
Live on Site: Online registration ends at 11:59 p.m. the day preceding the seminar
Walk-in registration is permitted on a space-available basis

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

Full refunds or transfers are available up to two days after a webcast in the unlikely event that you experience technical difficulties.

MCLE Credit Caveat: The MCLE Board measures credits by the time you spend in attendance. If you enter a seminar late or leave it early, or both, you must reflect those adjustments accurately in the credits you report on your credit reporting form. A code will be given at the end of the seminar, which must be written on your MCLE form.


Can't Attend?
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.

Schedule

COURSE SCHEDULE (September 8) (Eastern Time)

8:30 Registration
9:00 Elder Law Updates
R. Shawn Majette

Review the new cases, statutes, regulations … What bills passed and failed in the 2022 Virginia General Assembly in the guardianship field.          

10:00 Break
10:10 Intersection of Elder Law and Family Law
Elizabeth Gray, Virginia Haizlip


This discussion will address Medicaid Asset protection planning for blended families/second marriages; marital and premarital agreements; Medicaid divorce; divorce and the special needs spouse; divorce and the special needs child (effect on public benefits during minority vs. as an adult); guardianships; and adult adoptions.

11:10 Break
11:15 I saw it on the Internet, it must be true! Online Resources for the Elder Law Practitioner
Neal Walters


This presentation is designed to offer an overview of available community and online resources for the Virginia elder law practitioner. Many of the services and programs available to elder law clients have complicated bureaucracies behind them, and unless you have had personal experience with the programs, figuring out how they work can be daunting. Good resources are often available through advocacy organizations or the government agencies themselves, and the goal of this program is to help the practitioner get pointed in the right direction.

12:15 Lunch (provided at the seminar to those attending in person)
1:00 Do Your Part. Be Cyber-Smart
Aejaz A. Dar


An unfortunate feature of modern life is the ubiquity of cybercrime. With the increasing sophistication of cybercriminals, it is imperative that practitioners take steps to protect themselves and their clients. To help practitioners think about what steps to in fact take, this presentation will: first, provide background to the variety of cyber-criminal activity that can occur; second, discuss the ethical responsibilities that are implicated by cybercrime; and third, offer resources and suggestions for practitioners to consider.

2:00 Break
2:10 Managing Incapacity: Drafting for Unique Goals
Carolyn A. White, Christopher M. McCarthy, Lindsay M. Pickral


No one lawyer has encountered every drafting question, so advanced practice includes having an encyclopedia of “how-to” forms available to minimize the number of times you’re re-creating the wheel. Carolyn White will lead a panel discussion of fact patterns that illustrate how to match clients’ stated goals with their desired outcomes.  Attendees will learn how to accomplish those goals using strategies for drafting wills, trusts, powers of attorney, and deeds in order to manage the intended beneficiaries’ known and unknown vulnerabilities—hopefully without invoking the Law of Unintended Consequences.

3:10 Break
3:15 Trust Funding/Beneficiary Designations—They’re Not Going to Fund Themselves!
Sarah Aviles, Jennifer Crane


The speakers will discuss the methods to properly fund revocable and irrevocable trusts. This session will explore the different options, laws, and restrictions surrounding funding trusts with various types of property, including real property, business interests, intellectual property, retirement accounts, life insurance, financial accounts, tangible personal property, and more. The discussion will also include creative funding techniques to accomplish unique goals and other tips to help ensure a smooth post-death administration.

4:15 Closing Remarks and Seminar Adjourns
4:30 Social Hour and Wine Tasting

Socialize with fellow attendees and presenters while sampling and enjoying wines from Valley Road Vineyards.

5:30 Adjourn
  • Sign-in for live seminar attendees in Richmond begins at 8:30 a.m.
  • Q&A will be handled via chat room for Webcast attendees.
  • Q&A will be handled via e-mail for telephone seminar attendees.

Faculty

FACULTY

Sarah Aviles, McCandlish Lillard / Fairfax
Jennifer Crane, McCandlish Lillard / Fairfax
Aejaz A. Dar, Yates Campbell & Hoeg, LLP / Fairfax
Elizabeth L. Gray, McCandlish Lillard / Fairfax
Virginia C. Haizlip, McCandlish Lillard / Fairfax
Lindsay M. Pickral, ThompsonMcMullan, PC / Midlothian
R. Shawn Majette, ThompsonMcMullan, PC / Richmond
Christopher M. McCarthy, ThompsonMcMullan / Midlothian
Neal L. Walters, Scott Kroner, PLC / Charlottesville
Carolyn A. White, ThompsonMcMullan, PC / Midlothian

Locations, Dates and Fees

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