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
Break
10:40 am - 12:10 pm
Social Security Update
Avi Sacks
12:10 - 12:40 pm
Lunch
12:40 - 1:40 pm
Managed Care Medicaid Issues
Randolph Nolen, Jamie Buchenauer, Pam Walz, Tammy Weber (moderator)
1:40 - 1:50 pm
Break
1:50 - 2:50 pm
Complex Issues in Guardianships and Their Limitations
Judge Murphy, David Jaskowiak
2:50 - 3:00 pm
Break
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
Break
10:10 - 11:10 am
Special Needs Trust Beneficiaries and the SECURE Act Implications
Brad Frignon
11:10 - 11:20 am
Break
11:20 am - 12:20 pm
Ethical Issues in End of Life Conversations (ETHICS)
Dr. Alexander Nesbitt, Linda Anderson
12:20 - 12:50 pm
Lunch
12:50 - 1:50 pm
Business Issues Relating to Public Benefits
Christina Breslin Roberts
1:50 - 2:00 pm
Break
2:00 - 3:00 pm
Resources for Veterans Planning
Eric Barnes
3:00 - 3:10 pm
Break
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.