• Webcast

Elder Law Institute 2021

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Both Days - Webcast

STARTThu., Jul. 22, 2021
9:00 AM
ENDFri., Jul. 23, 2021
4:10 PM
CLE 9 sub/3 eth PRICE Regular: $595.00
New Attorney: $295.00
Day One - Webcast

STARTThu., Jul. 22, 2021
9:00 AM
ENDThu., Jul. 22, 2021
4:00 PM
CLE 5 sub/1 eth PRICE Regular: $375.00
New Attorney: $185.00
Day Two - Webcast

STARTFri., Jul. 23, 2021
9:00 AM
ENDFri., Jul. 23, 2021
4:10 PM
CLE 4 sub/2 eth PRICE Regular: $375.00
New Attorney: $185.00


This Institute is sponsored by the PBA Elder Law Section.

The Elder Law Institute is back again this year – Join us from wherever you are!

The Elder Law Institute continues to provide practical teaching with realistic solutions to everyday and unexpected problems in elder law. Join us for this event where elder law professionals gather (virtually this year) for a rich educational experience.

The Year in Review Is Back by Popular Demand
Robert Clofine and Marielle Hazen highlight all the significant case law and legislative, regulatory and policy updates during The Year in Review. You will get practical insights into how these changes impact your clients.

You will have the chance to learn from national speakers at the Institute
Brad Frignon joins us to discuss Special Needs Trusts and taxation issues and SECURE Act implications. You won’t want to miss his insights!

Avi Sacks will provide an update on Social Security. Come to hear his encyclopedic knowledge on this topic.

The Institute is the go-to event of the year for everyone practicing in the elder law field. You’ll be updated on all the newest developments, including end of life conversations and advanced care planning in Medicare, business issues related the public benefits, veterans planning, managed care Medicaid issues and complex issues in guardianships and their limitations.


Program Schedule

Thursday, July 22, 2021


9:00 - 10:30 am

The Year in Review

Rob Clofine, Marielle Hazen


10:30 - 10:40 am



10:40 am - 12:10 pm

Social Security Update

Avi Sacks


12:10 - 12:40 pm



12:40 - 1:40 pm

Managed Care Medicaid Issues

Randolph Nolen, Jamie Buchenauer, Pam Walz, Tammy Weber (moderator)


1:40 - 1:50 pm



1:50 - 2:50 pm

Complex Issues in Guardianships and Their Limitations

Judge Murphy, David Jaskowiak


2:50 - 3:00 pm



3:00 - 4:00 pm

Privacy Issues in Elder Law Practice (Ethics)

Jennifer Ellis



Friday, July 23, 2021

9:00 - 10:00 am

Special Needs Trusts and Taxation Issues

Brad Frignon


10:00 - 10:10 am



10:10 - 11:10 am

Special Needs Trust Beneficiaries and the SECURE Act Implications

Brad Frignon


11:10 - 11:20 am



11:20 am - 12:20 pm

Ethical Issues in End of Life Conversations (ETHICS)

Dr. Alexander Nesbitt, Linda Anderson


12:20 - 12:50 pm



12:50 - 1:50 pm

Business Issues Relating to Public Benefits

Christina Breslin Roberts


1:50 - 2:00 pm



2:00 - 3:00 pm

Resources for Veterans Planning

Eric Barnes


3:00 - 3:10 pm



3:10 - 4:10 pm

Ethical Issues Surrounding Medical Treatment in Elder Law (ETHICS)

Chari Alson


ProPass - Online does not apply to institute programs delivered by webcast.

All attendees will receive the course materials as a digital book. A printed copy of the course book is available, at a discount to attendees, for $80. Additional copies are available at full price. If you wish to purchase the printed version of the course book, please call PBI customer service at 800-932-4637. Please allow up to two weeks after the program for the printed version of the course book to be shipped.

Practice Areas


Chari M. Alson Esq., CELA Anderson Elder Law
Linda M. Anderson Esq., CELA Anderson Elder Law
Eric N. Barnes Allegheny Attorneys at Law
Robert Clofine Esq., CELA The Elder Law Firm of Robert Clofine
Jennifer L. Ellis Esq. Jennifer Ellis JD, LLC
Bradley J. Frigon JD, LLM, CELA, CAP Bradley J. Frigon Law
Marielle F. Hazen Esq., CELA Hazen Law Group
David A. Jaskowiak Esq.
Hon. Lois E. Murphy Montgomery County Court of Common Pleas
Mr. Alexander R. Nesbitt MD UPMC Susquehanna Home Care
Dionysios C. Pappas Esq., CELA Vasiliadis Pappas Associates LLC
Christina E. Roberts Esq. Pappano & Breslin
Pamela Walz Esq. Community Legal Services of Philadelphia (North Phila)
Tammy A. Weber Esq., CELA Marshall Parker & Weber LLC (Williamsport)
Faculty may vary by location.
PBI reserves the right to substitute speakers at all programs.
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