| MCLE Credit: | 6.0 (Ethics: 1.0) |
| Live-Interactive Credit: | 0.0 |
| GAL for Incapacitated Persons CE Credit: |
5.0 (GAL Information) |
| Price: | $329 – USB with electronic materials |
| Available Through: | 07/31/2028 |
$329.00
A pre-recorded streaming VIDEO replay from the September 2025 webcast, 34th 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
Elder Law Updates
Shawn Majette, Christopher W. Roberson
Review the new cases, statutes, regulations … what bills passed and failed in the 2025 Virginia General Assembly in the guardianship field.
SSA Changed the Rules Regarding SSI—And It Benefits Your Clients!
Claire C. Kelly
Learn about three exciting new changes the Social Security Administration (SSA) made to the Supplemental Security Income (SSI) regulations. Each of these changes helps your clients avoid a reduction in SSI benefits by reducing the scope of what SSA considers to be In-Kind Support and Maintenance (ISM); but don’t hold your breath for SSA to update the POMS. We discuss how to maximize SSI benefits, how to request your clients’ SSI benefits be increased, and other practice tips.
Tax Tips and Traps for Elder Law Attorneys
Melinda Merk
This presentation discusses various planning considerations and how to avoid potential pitfalls regarding income tax and estate/gift/generation-skipping transfer tax issues that elder law attorneys may encounter in their practice.
How to Handle Advanced Contested Guardianships—Litigation Tips for the Non-litigating Attorney
Kimberley Ann Murphy
We feature tips on how to adjust your strategy when the guardianship process becomes contested and complicated. Learn some simple tricks to boost your courtroom confidence. Understand the role of evidence and the discovery process, and how to map out your strategy. If you’re in unfamiliar territory with a contested matter, then this session is for you. Navigating the litigation process can be difficult and challenging, but knowing some tips can make all the difference in the world.
Duty to Be Well: Managing Occupational Risks and Prioritizing Well-Being to Thrive as Lawyers (Includes Ethics)
Charlene Reilly, Barbara Mardigian
The legal profession is inherently demanding, with occupational stressors including adversarial environments, individual work, professional demands. Combined with common personality traits such as perfectionism, these occupational risks when not managed can lead to serious consequences, including malpractice or disciplinary action. During this one-hour presentation, participants learn about the well-being movement in the legal profession, explore occupational risks and stressors, the dimensions of well-being, Virginia Rules of Professional Conduct, and practical strategies for fostering personal and institutional well-being.
Trustee Liability for Attorneys: What Can Go Wrong—And How to Prevent It
Sarah Aviles
Attorneys are often designated to serve as Trustee on a former client’s trust or are appointed by the court to serve as Trustee, and yet often lack sufficient experience or knowledge to avoid common pitfalls or to fulfill their duties as efficiently and cost-effectively as possible. This presentation covers the duties of Trustees and common trust administration issues that may arise and discusses how to best handle or prevent these issues. It also goes over the standards for breach of fiduciary duty as a Trustee, including how to deal with trouble with beneficiaries and the Commissioner of Accounts.
Sarah Aviles, McCandlish Lillard / Fairfax
Claire C. Kelly, Trusts & Wealth, PLLC / Great Falls
Shawn Majette, R. Shawn Majette, Esq. / Reedville
Barbara Mardigian, Virginia Judges and Lawyers Assistance Program / Glen Allen
Melinda Merk, McCandlish Lillard / Fairfax
Kimberley Ann Murphy, Hale Ball Murphy, PLC / Fairfax
Charlene P. Reilly, Virginia Judges and Lawyers Assistance Program / Glen Allen
Christopher W. Roberson, ThompsonMcMullan, PC / Richmond
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