In-Person Event
CC

Elder Law Institute 2024 – Day One – Harrisburg


  • City:Hilton Harrisburg, One North Second Street, Second & Market Streets, Harrisburg, PA, 17101
  • Start Date:2024-07-25 08:30:00
  • End Date:2024-07-25 16:30:00
  • Length:
  • Level:Various
  • Topics:Elder Law

$350.00 []

Overview

Use this page to register for Day One of the Elder Law Institute 2024.
Use this link to register for Both Days of the Institute.
Use this link to register for Day Two ONLY.

Today’s older population is growing faster than other age groups and living longer than previous generations. These shifts are creating new opportunities and greater demand for skilled, knowledgeable elder law attorneys who can advocate for the elderly, disabled individuals, and their families. If you are looking for a place that offers critical new information in a well-rounded agenda, nationally recognized speakers, your VA credits, plus fresh ideas for your practice, then the Elder Law Institute is the program for you!

What to Expect Day One:
  • The Year In Review
  • Personal Injury Settlement Planning
  • All Things CCRC!
  • Update on New Federal & State Nursing Home Regulations
  • Don’t Let an Insurance Broker Get the Best of Your Client!
  • Public Benefits, Special Needs Trusts, & Transition from Special Education into Adult Services: Strategies & Approaches
  • Shifting Paradigms: Embracing Life Care Planning in Your Elder Law Practice
  • Advising a Veteran Who May Need to Qualify for Medicaid
  • Your First Client 101
  • Medicare Update
  • Overview of Veterans Health Care Benefits with a Focus on Geriatrics & Extended Care Services
  • Elder Law in a Nutshell
  • Practical Tips re: Implementing Jimmo
  • Using Generative Tools Like Claude.AI to Enhance Our Practice & Improve Services (Ethics)
  • Planning for the LGBTQ+ Client

For additional information about this event, including hotel information,  CLICK HERE

Co-sponsored with the Pennsylvania Bar Association's Elder Law Section .

PBA members now receive $50 off all in-person PBI CLE registrations. Please contact PBI’s Customer Experience team to register and redeem at info@pbi.org or 1-800-932-4637.

Faculty

Alissa Halperin Esq.

Ms. Halperin received
her B.A. from the University of Washington and her J.D. from Villanova
University School of Law. Ms. Halperin is principal consultant at Halperin
Butera where she works on Medicare, Medicaid, Long-Term Supports and
Services, Aging, and Disability policy research and program design. She
consults or has consulted for the Centers for Medicare and Medicaid Services,
AARP Government Affairs, the AARP Public Policy Institute, the New York State
Department of Health, the New York State Office For Aging, the Pennsylvania
Office of Long-Term Living, the Pennsylvania Department of Aging, the New
Jersey Department of Human Services, the Pennsylvania Association of Area
Agencies on Aging, the Center for Health Care Strategies, the Center for Advocacy
for the Rights and Interests of the Elderly, and a handful of other state and
national non-profit organizations and associations. From 1999 to 2009, she
worked at the Pennsylvania Health Law Project (www.phlp.org). Ms. Halperin
began at PHLP as a public interest fellow funded by the Independence
Foundation, then served as managing attorney, and finally as senior attorney
and deputy director of policy advocacy. Her work has focused on healthcare
and long-term care access and coverage issues for lower-income seniors and
adults with disabilities.

Dennis McAndrews

Mr. McAndrews has worked for over forty (40) years in the public and private sectors in several roles in the fields of estate planning and disability law. He is the founder and Managing Partner Emeritus of McAndrews, Mehalick, Connolly, Hulse, and Ryan Law Offices, P.C., a fifteen attorney law firm with offices in Berwyn, Scranton, Wyomissing, Wilmington Delaware, and Metropolitan Washington D.C., which regularly represents individuals and their families in a variety of areas, including estate planning/administration, special education matters, special needs trusts, elder law, abuse of vulnerable persons, guardianships, higher education abuse/discipline matters, and injury cases. He frequently acts as a consultant to other public and private attorneys with regard to estate planning/administration, disability and special education issues. Mr. McAndrews has served as Executive Director and Staff Counsel to two select committees of the Pennsylvania State Senate which evaluated Pennsylvania’s system of care for the intellectually disabled and drafted proposed legislation designed to modernize Pennsylvania’s legal basis for the provision of care to the intellectually disabled. He served for fifteen (15) years as a Special Education Hearing Officer for the Pennsylvania Department of Education, and was assigned to determine the appropriate educational classification, program, and placement of school-age children with disabilities. Mr. McAndrews was also selected to serve as one of the first appellate hearing officers in Pennsylvania under new Department of Education regulations. During his seventeen (17) years as a prosecutor in the Philadelphia area, and thereafter in

Julian Gray Esq., CELA

Mr. Gray is the founder and managing attorney of Julian Gray Associates (www.grayelderlaw.com) located in Pittsburgh, Pennsylvania. He concentrates his practice in the area of settlement planning for disabled individuals (www.saveyoursettlernent.com), elder law and special needs planning, with related emphasis on Medicaid and Veterans benefits eligibility. Mr. Gray’s practice encompasses all of Pennsylvania and has provided counsel on select matters nationwide. Mr. Gray received his undergraduate degree from Penn State University and his law degree from Duquesne University School of Law. He is a member of the National Academy of Elder Law attorneys where he has served as a director of the Pennsylvania Chapter. Mr. Gray has been selected for inclusion in Pennsylvania Super Lawyers® and in Best Lawyers in America for multiple years. He is also a past chair of the Elder Law Council of the Pennsylvania Bar Association Elder Law Section and has served on the planning team for the annual PBI Elder Law Institute. Mr. Gray is an accredited attorney before the Department of Veterans Affairs. He is member of the Special Needs Alliance (www.specialneedsalliance.com), a national, non-profit organization committed to helping individuals with disabilities, their families and the professionals who represent them, where he has served on the board of directors. Mr. Gray currently serves as Vice Chair to the Pennsylvania Supreme Court Orphan’s Court Procedural Rules Committee. 

Marielle Hazen Esq., CELA

Marielle F. Hazen is the founder of Hazen Law Group, a firm dedicated to the practice of elder and special needs planning law, estate planning, tax planning and estate administration.  Ms. Hazen has earned the distinction of being a Certified Elder Law Attorney by the National Elder Law Foundation, as authorized by the Pennsylvania Supreme Court.  She currently serves on the Board of Directors of the National Academy of Elder Law Attorneys (NAELA) and as Co-Chair of its Federal Advocacy Committee. She is a Past President and one of the founding members of the Pennsylvania Association of Elder Law Attorneys (PAELA), a Past Chair of the Elder Law Section of the Pennsylvania Bar Association, and a Past President of the Special Needs Alliance, a national nonprofit organization of attorneys dedicated to Disability and Public Benefits Law.  In 2018, Ms. Hazen received the NAELA John J. Regan Writing Award for her article “The Fiduciary Pitfalls of Managing Special Needs Trusts That Own Real Estate.” In 2014, Ms. Hazen was presented with the NAELA Powley Elder Law Award.  This national award is presented to an attorney who has demonstrated a commitment to promote, in the minds of the general public, a greater understanding of the rights and needs of the elderly and people with special needs. In 2010, Ms. Hazen was presented with the Excellence in Elder Law Award from the Elder Law Section of the Pennsylvania Bar Association.  This award was given in recognition and appreciation of her superior professional efforts in the field of elder law, her significant contributions to the legal profession and her noteworthy service to the elderly. In 2009, Ms. Hazen received an Outstanding Achievement award from the National Academy of Elder Law Attorneys. Ms. Hazen has been selected by her peers as a “Super Lawyer” in the field of Elder Law and as one of the Top 50 Women Lawyers in Pennsylvania, as featured in Law and Politics Magazine.  She has also been selected as one of the Best Lawyers in America, and Hazen Law Group has been recognized by U.S. News and World Report as one of the top law firms in the country.  Ms. Hazen has received Martindale-Hubbell’s highest lawyer rating of AV®.  An AV Rating is given to those attorneys who have reached the highest standards of professional excellence.

Rebecca Hobbs Esq., CELA

Rebecca A. Hobbs is a Principal with the law firm O’Donnell, Weiss & Mattei, P.C. with offices in Pottstown and Phoenixville, Pennsylvania. She focuses her practice on elder law, special needs planning, Medicaid planning, guardianships, estate planning, estate and trust administration, and Veteran’s benefits. Rebecca is Certified as an Elder Law Attorney (CELA) by the National Elder Law Foundation as authorized by the Pennsylvania Supreme Court. Rebecca is licensed to practice in both Pennsylvania and New Jersey. Rebecca is an accredited attorney for the preparation, preservation and prosecution of claims for veterans’ benefits before the United States Department of Veterans Affairs. From 2017 – 2023 Rebecca was selected for inclusion by the Pennsylvania Super Lawyers as a Rising Star in the field of elder law. She is an active member of the National Academy of Elder Law Attorneys (NAELA) and the Pennsylvania Association of Elder Law Attorneys (PAELA). Rebecca is also a member of the Montgomery Bar Association, serves on their Board of Directors and Executive Committee, and is a Co-Chair of the Elder Law Committee. Rebecca is a regular presenter on topics concerning Ethics, Estate Planning, Estate/Trust administration, and Elder Law for ElderCounsel, Pennsylvania Bar Institute (PBI), National Business Institute (NBI), and other CLE providers. 

Timothy Takacs

Timothy L. Takacs is in private practice in Hendersonville, Tennessee, where he limits his practice exclusively to elder law. Tim’s practice centers on maximizing the older client’s quality of life and independence. Tim was one of the first elder law attorneys in the nation to assemble an interdisciplinary team of experts to provide integrated client care. Tim and the other members of his firm have taught the fundamentals of life care planning practice to hundreds of lawyers throughout the United States. His innovations have transformed the practice of elder law in the United States and have set a new standard of excellence in the field. Tim Takacs is a founding member, in 2006, of the Life Care Planning Law Firms Association (LCPLFA) and was the Association’s first president. Tim is al-so a founding member of the Special Needs Alliance, an organization of the nation’s leading lawyers on issues pertaining to persons with disabilities and special needs. A member of the National Academy of Elder Law Attorneys (NAELA) since 1991, Tim served on NAELA’s Board of Directors from 2004-2008. In 1999, Tim organized the Tennessee Bar Association’s Elder Law Section and was its first chairperson. In 2000 he incorporated Vista Points, Inc., a non-profit corporation to establish and manage The Tennessee Pooled Trust, which is Tennessee’s first “special needs pooled trust.” Tim is also one of the principals of Life Care Consulting, LLC, a consulting firm that helps attorneys launch successful Life Care Planning practices. Tim writes for and gives presentations regularly to attorneys and other professionals about elder law. He is the founder of The NAELA eBulletin, an email newsletter for elder law attorneys. Tim is also the author of Elder Law Practice in Tennessee (Lexis/Nexis, 1998; supplemented annually); A Guide to Elder Law Practice (Lexis, 2007); and (with co-authors Barbara McGinnis, CELA; Jerry Rothkoff, CELA; Bryan Adler, CELA; Debra King; Jacinda Graham; and Kathleen Magee) A Life Care Plan: Helping You Navigate the Aging Journey (Ad-vantage 2022).  Tim is the recipient (with co-author David L. McGuffey, CELA) of the 2004 NAELA John Regan Writing Award, which NAELA awards for the most original and influential article published in the NAELA Quarterly (now the NAELA Journal) during the year. He is also a recipient of the 2003 NAELA President’s Award. Tim has received extensive recognition for his legal expertise, including being named to the Midsouth Super Lawyers list, the Best Lawyers list, the Super Lawyers Top 100 in Tennessee list and many others. Tim was honored in 2021 with the AgeWell Sage Award for his significant and positive impact on the lives of older adults in Middle Tennessee.  Tim was certified in 1998 by the National Elder Law Foundation as a Certified Elder Law Attorney. He received his B.A. from the University of Notre Dame and his J.D. from the Vanderbilt University School of Law.

William McKendree JD, MPA

For over 25 years, Bill McKendree has worked to realize a simple notion: That every individual, regardless of their circumstances, can access all of the care they need to live a healthy and productive life. Currently, Mr. McKendree is executive director of the Pennsylvania Healthcare Benefit Solutions Program, a 501(c)(3) non-profit agency helping people access affordable healthcare services through counseling, education and advocacy. Prior to his work at PHBSP, Bill was program manager for Allegheny County’s APPRISE office – helping residents of Allegheny County navigate the complexities of state and federal healthcare benefit programs. And before running Allegheny County APPRISE, he was director of the Pennsylvania Center for Aging Services, assisting Pennsylvania’s seniors access medical, legal and social services. In addition to his work at PHBSP, Bill teaches at the University of Pittsburgh’s School of Pharmacy and is preceptor for the School’s Experiential Learning Program. He also teaches classes on health law and health care policy at Penn State University, La Roche University and Carnegie Mellon University.  


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