31st Annual Advanced Elder Law Update (On Demand Seminar)

MCLE Credits: 6.0
Ethics Credits Included: 1.0

MCLE Credit: 6.0 (Ethics: 1.0)
Live-Interactive Credit: 0.0
Designation Credit: 1.0 Divorce and Family Law, 2.0 Trusts and Estates,
1.0 Ethics (Designations Information)
GAL for Children CE Credit: 6.0 (GAL Information)
Price: $309 (Includes a downloadable audio version.)
Viewable Through: 08/31/2025

Information

A pre-recorded streaming VIDEO replay from the September 2022 live seminar, 31st Annual Advanced Elder Law Update.


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.

Topics Covered Include:

  • New cases, legislation, and regulations in the General Assembly
  • Medicaid Assets for blended families
  • Ethical tech responsibilities to protect your clients’ information
  • New strategies for drafting wills, trusts, powers of attorney, and deeds
  • The best way to get assets into the different types of trusts
 
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Schedule

COURSE TOPICS

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.          

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.

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.

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.

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.

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.

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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