32nd Annual Advanced Elder Law Update Seminar 2023

MCLE Credits: 6.0
Ethics Credits Included: 1.0

Thursday, September 21, 9:00 a.m.–4:15 p.m. ET
Learn more about Virginia CLE webcast format
Learn more about Virginia CLE telephone format
MCLE Credit: 6.0 (Ethics: 1.0)
Live-Interactive Credit: 6.0 (all formats) Live Interactive MCLE Credit Symbol
Designation Credit: 2.0 Trusts and Estates, 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)

$299 regular registration
$279 discounted registration
for VAELA members

$319 regular registration
$299 discounted registration
for VAELA members


Why Attend?

  • Keep up to date on the new cases, legislation, and regulations in the General Assembly
  • Explore the life of a contested guardianship/conservatorship
  • Evaluate mandatory requirements under the Virginia Rules
  • Learn new strategies for advocating for the elderly after COVID
  • Review current tax laws every elder law attorney needs to know

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

Supported by:

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. Well-respected attorneys in the elder law field will cover topics to help guide you through the current challenges, as well as those you are likely to face down the road.


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.


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.


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 On Demand or USB seminar.
E-mail publications@vacle.org to be notified when/if this program's seminar materials are made available for sale.


COURSE SCHEDULE (September 21) (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 2023 Virginia General Assembly in the guardianship field.

10:00 Break
10:10 What Every Elder Law Practitioner Needs to Know About Taxes
Jennifer S. Rossettini

As an elder law attorney, it is inevitable that your clients are going to ask you about taxes. In this area of practice, we need to be knowledgeable about different kinds of taxes—estate and gift, probate and income. Not only is this knowledge handy when fielding clients’ questions, but it is crucial to understanding the tax implications of the plans we design as well as the advice we give to executors and trustees as they administer estates and trusts. This session will provide a refresher on the current tax laws as they relate to estate planning, including a high-level overview of the Secure Act’s impact on planning with retirement assets, as well as the income taxation of trusts and estates.

11:25 Break
11:30 Ethics in Elder Law—“Twixt Absolutes and Aspirations”
Kevin Rack

Elder law attorneys encounter challenging ethical issues with extraordinary frequency compared to other practice areas, but there are sources for the diligent to identify and resolve them favorably. This session will explore the rarified air between the mandatory requirements under the Virginia Rules and the thoughtful guidance in the Aspirational Standards developed by the National Academy of Elder Law Attorneys.

12:30 Lunch (provided at the seminar to those attending in person)
1:00 The Life of a Contested Guardianship/Conservatorship
Alison Zizzo, Vanessa Stillman

This session will be a discussion of the applicable statutes, case law, and practical considerations relevant to a contested guardianship/conservatorship action in Virginia. It will include a review of the nuances of the roles of petitioner’s counsel, respondent’s counsel, the guardian ad litem, and defense counsel. Presenters will provide guidelines to help you navigate contested trials from the filing of the action through the trial.

2:00 Break
2:10 Lessons from COVID: Advocating for the Elderly and Infirm in the Midst of a Future Crisis
Veronica Williams

During COVID, there was noteworthy disagreement in Virginia, and across the nation, regarding what treatments were appropriate and effective for COVID patients. Ambulatory patients were free to seek the care of physicians, who were using treatment protocols, in which the patients had confidence. However, some hospital patients, who were diagnosed with COVID, encountered newly created hospital policies that denied them, and their physicians, the right to try medical protocols that were contrary to hospital policy. What happens when a patient, their agent, and even the patient’s hospital physician come into disagreement with a hospital regarding the patient’s health care or treatment? If a surrogate decision-maker sought your advocacy for a patient, in the midst of this type of exigent circumstance, what legal authority is readily available to assist you with the process of addressing your client’s legal goals and concerns? This session will discuss Virginia cases that occurred in the midst of COVID, along with the applicable legal authority for serving clients who may face these types of unenviable situations should a future crisis occur.

3:10 Break
3:15 Special Needs Trusts Planning and POMS
Elizabeth Gray, Ann McGee Green, Theresa Small

This session will cover the recent updates that have been incorporated into the Program Operations Manual System (POMS), the controlling documents for special needs trusts.

4:15 Closing Remarks and Seminar Adjourns
4:30 Social Hour with Wine and Hors D'oeuvres

Socialize with fellow attendees and presenters!

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.



Elizabeth L. Gray, McCandlish Lillard / Fairfax
Ann McGee Green, Anderson, Desimone and Green, PC / Roanoke
R. Shawn Majette, ThompsonMcMullan, PC / Richmond
Kevin B. Rack, Rack Law, PC / Virginia Beach
Jennifer S. Rossettini, Hook Law / Virginia Beach
Theresa D. Small, McCandlish Lillard / Fairfax
Vanessa Macias Stillman, Midgett Preti Olansen / Virginia Beach
Veronica E. Williams, Virginia Lifecare Planning / Newport News
Alison R. Zizzo, Midgett Preti Olansen / Virginia Beach

Locations, Dates and Fees

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