In-Person Event
CC

Elder Law Institute 2024 – Day Two – Harrisburg


  • City:Hilton Harrisburg, One North Second Street, Second & Market Streets, Harrisburg, PA, 17101
  • Start Date:2024-07-26 08:30:00
  • End Date:2024-07-26 16:30:00
  • Length:
  • Level:Various
  • Topics:Elder Law

$350.00 []

Overview

Use this page to register for Day Two of the Elder Law Institute 2024.
Use this link to register for Both Days of the Institute.
Use this link to register for Day One 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 Two:
  • Chat ‘n Chew – Networking Opportunity
  • Third Party Special Needs Trusts
  • Demystifying Annoying Annuities
  • Accessing Medicaid Waiver Services When Income is Too High
  • Social Security Benefits: Disability, Retirement, & More – The Biggest Program You Don’t Know Enough About
  • Understanding the Importance of Long-Term Care Planning: Straight Talk About Common Misconceptions
  • Community Health Choices – HCBS Appeals
  • POLST
  • Understanding SLATs (Spousal Lifetime Access Trusts)
  • Is Your Area on Aging (AAA) Your Friend or Foe?
  • Perspectives on Estate Recovery
  • Guardianship Changes – the Law, Rules, & Procedures
  • Enhancing Legal Support for Behavioral Health Clients
  • DHS 365
  • Ethical Issues Related to Elder Law (Ethics)


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

Anthony Marone Esq.

Mr. Marone is a
partner of Harvey, Ballard, and Bornstein, L.L.C. and has extensive
experience representing elderly and disabled individuals in a variety of
matters involving Medical Assistance benefits, wills and trusts, estate
planning, decedents’ estates, guardianship, and Special Needs Trusts. He has
pursued cases on behalf of his clients in a variety of forums including
Orphans’ Court, Pennsylvania’s Commonwealth Court, Federal Court, as well as
administrative hearings. He successfully litigated matters involving Medicaid
Qualifying Annuities, Medical Assistance eligibility, eligibility of aliens
for public benefits, distributions from Special Needs Trusts, and
guardianships of intellectually disabled and mentally ill individuals. Prior
to joining Harvey, Ballard, and Bornstein, L.L.C., Mr. Marone was a partner
at McAndrews, Mehalick, Connolly, Hulse, Marone, and Ryan. He
joined McAndrews in 2014 as an associate, focusing on elder law and Special
Needs Trust matters, and was eventually named a partner. Prior to
2014, he was an Assistant Counsel in the Office of General Counsel to the
Governor of Pennsylvania. For seven years he represented various
agencies of the Department of Public Welfare and was the Department’s primary
litigator and appellate attorney for both Medical Assistance Long-Term Care
issues and Special Needs Trusts issues in all the counties of eastern
Pennsylvania. He advised the Department on numerous policy decisions and
reviewed multiple bills from the Pennsylvania Legislature. Mr. Marone was a
sole practicing attorney in Philadelphia prior to joining the Department and
has extensive experience in wills, estates, probate, guardianship,
bankruptcy, and family law matters. Mr. Marone served as a member of the
Pennsylvania Army National Guard from 1984 to 2007. His military specialty
was intelligence analysis, and he held a top-secret security clearance. After
the September 11th terrorist attacks, Mr. Marone was deployed overseas as
part of Operation Enduring Freedom and was responsible for analyzing the
threat situation, tracking terrorist activities, advising the Command on
multiple operations, and security. He was also mobilized with the
Pennsylvania Guard for every natural disaster in southeastern Pennsylvania
from 1984 to 2007 and was deployed to Louisiana for Operation Katrina Relief.
He retired from the military in 2007. Mr. Marone is an active member of the
Pennsylvania Association of Elder Law Attorneys (PAELA). He was named the
2023 PAELA person of the year. Mr. Marone continually lectures at venues
across Central and Eastern Pennsylvania. He is a frequent speaker on Special
Needs Trust and Medicaid issues for the Pennsylvania Bar Institute and PAELA.
Mr. Marone is a lifelong resident of Philadelphia. He is retired from the
military and is a veteran. Mr. Marone remains active in veterans’ issues and
is a member of several veteran’s organizations.

Dana Breslin

Dana M. Breslin graduated Villanova University School of Law in 1975, just as the Older Americans’ Act was funding legal services for the elderly. She was hired by Delaware County Legal Assistance to establish the Senior Citizens’ Project which was one of the first in the country training retired volunteer advocates to reach out into the community assisting elders with legal questions. From 1975 to 1985, she ran this program. She trained over 50 volunteers, reaching out to more than 20 community sites. In 1985, she established her practice with her husband, Robert J. Breslin, and mentor, Robert F. Pappano. While she entered practice thinking it would be the traditional estate practice, her knowledge of benefits and rights of elders quickly became a primary practice area. Aside from assisting her clients, she worked actively in the legal community and community-at-large. She helped to transition the Pennsylvania Bar Subcommittee of the Rights of the Infirm and Elderly to the Elder Law Committee of the Pennsylvania Bar and ultimately to the Elder Law Section of the Pennsylvania Bar which gave its members a voting right within the Bar Association. Dana was one of the first certified elder law attorneys by the National Elder Law Foundation in the State of Pennsylvania in 1996. She helped to develop the Pennsylvania Chapter of the National Academy of Elder Law Attorneys to be able to quickly respond to pending legislation in the State of Pennsylvania and have a greater voice for the rights of the elderly. Her primary practice areas include: all areas and aspects of elder law (counseling elders regarding their rights, health and long-term planning, public benefits, and estate administration. Dana also concentrates in estate document preparation and estate/trust administrations. She is a Fellow with the American College of Trust & Estate Counsel. She has been named as a Pennsylvania Super Lawyer from 2005-2019 by Philadelphia magazine. Locally, Dana incorporated Senior Community Services and served on its Board of Directors which now runs multiple senior centers in Delaware County as well as provide care management services, family caregiver support programs, cognitive stimulation programs and multiple other services for the elderly. She is currently a mentor of their advisory committee. Dana has been recognized for her work by the Pennsylvania Bar Association, the Delaware County Bar Association, Crozer-Keystone Health Systems and the Retirees Association of UE Local 107.

Jeffrey Wolken Esq.

Mr. Wolken is the National Director of Delaware Trust Strategies and a Senior Vice President at Wilmington Trust, N.A. in Wilmington, Delaware. He is responsible for developing trust planning strategies for wealthy individuals and families throughout the United States and abroad. Mr. Wolken works closely with his clients’ legal, tax, and investment advisors to construct and implement appropriate trust structures that take advantage of the state of Delaware’s unique trust and tax laws. Prior to joining Wilmington Trust in 2005, he spent seven years in private legal practice as a member of the estates and trusts practice group of the Philadelphia-headquartered law firm of Montgomery, McCracken, Walker & Rhoads, LLP. Mr. Wolken earned his J.D., summa cum laude, and MBA, with honors, from Syracuse University and holds a bachelor’s degree in Economics from Northwestern University, where he was a member of Phi Beta Kappa. He is a frequent lecturer on topics involving the use of Delaware trusts for asset protection, state income tax minimization, and investment management for unique trust assets. Mr. Wolken is admitted to the practice of law in Delaware, Pennsylvania, and New Jersey. He is a member of the Estates and Trusts Section of the Delaware State Bar Association,  and the Real Property, Probate and Trust Law section of the American Bar Association.

John McNally III

Judge McNally was elected to the Court of Common Pleas of Dauphin County on November 7, 2017, with which he has served in the Civil Division since taking oath. He also serves as an Orphans’ Court Judge. Prior to his public service John’s practice of law was primarily devoted to civil litigation. He also served as Commissioner on the Pennsylvania Gaming Control Board (2013-2015). Judge McNally earned his B.S. degree from Penn State University in 1984 and his J.D. degree from Dickinson School of Law in 1988. 

John Whitelaw

Mr. Whitelaw is Advocacy Director for the Community Legal Aid Society in Wilmington, Delaware. Before that he was co-director of the Aging and Disabilities Unit of Community Legal Services, Inc. in Philadelphia. Prior to that, he worked for legal aid programs in Delaware, West Virginia, and Minnesota. He has over 30 years of experience in representing clients before the Social Security Administration, having represented hundreds of individuals in administrative hearings, federal district court and the Court of Appeals. He graduated from Stanford Law School in 1986. He holds an A.B. in history from the College of William and Mary, which he received in 1983.

Kirby Upright Esq.

Mr. Upright is a partner with the Bethlehem firm of King, Spry, Herman, Freund & Faul, LLC, where he concentrates his practice in estate planning and trust and estate administration. Mr. Upright is a former chair of the Real Property, Probate and Trust Law Section of the Pennsylvania Bar Association; a fellow of the American College of Trust and Estate Council; a past president of the Lehigh VaUey Estate Planning Council; a charter member of the Northeast Pennsylvania Estate Planning Council; and a member of the Northampton, Lehigh, and Monroe County Bar Associations. He is a frequent lecturer and author on estate and trust-related matters for the Pennsylvania Bar Institute and other organizations. Mr. Kirby is also co-editor and contributing author of Representing Lesbian, Gay, Bisexual, and Transgender Clients in Pennsylvania, Third Edition, from PBI Press. Mr. Upright is listed in various Who’s Who  publications and The Best Lawyers in America, as well as being distinguished as a Law and Politics Super Lawyer, 2005 through the present. A graduate of the Pennsylvania State University, he received his J.D. from the University of Akron School of Law, and was awarded an LL.M. in Taxation from the Temple University School of Law. He is also a certified public accountant.

Marguerite Weese Esq.

Marguerite serves as chief operating officer of Wilmington Trust’s Emerald Family Office & Advisory®, which provides a robust platform of strategic advisory services and solutions for successful executives, entrepreneurs, and their families. The Emerald team guides clients in the creation, implementation, and execution of complex financial, estate, and succession plans. In her role as national director of Family Legacy Strategies for Emerald, Marguerite is responsible for the development and delivery of strategic advice offerings that provide personal wealth planning to high-net-worth individuals and their families through the design and implementation of their estate, business succession, and family legacy plans. She oversees a national team of wealth planners, analysts, and family legacy advisors. Prior to joining Wilmington Trust, Marguerite was an associate in Pricewaterhouse-Coopers’ personal financial services group in their Philadelphia office. She holds a JD and master of laws (LL.M.) in taxation from Villanova University’s Charles Widger School of Law and earned her bachelor’s of science and bachelor’s of arts degrees from the University of Maryland, College Park. Marguerite has been recognized by the American Bankers Association as a member of the 40 Under 40 in Wealth Management, Class of 2021. She has been teaching estate planning at Philadelphia-area law schools and is currently an adjunct professor at Drexel University’s Klein School of Law. She is a past member of the Philadelphia Bar Association’s Probate and Trust Section’s Executive Committee and has co-chaired the section’s tax committee. Marguerite previously served as vice chair of the board of directors for WOMEN’S WAY.

Mark Newell Esq.

Mr. Newell is Senior Counsel with the Governor’s Office of General Counsel, Department of Human Services (“DHS”). He has been a member of the DHS Southeast Regional Legal Office for more than twenty-two years. Mr. Newell’s practice areas include Medical Assistance-Long Term Care (“MA-LTC”) and Special Needs Trusts (”SNTs”). Mr. Newell’s previous experience with DHS included working as an Administrative Law Judge for the Department’s Bureau of Hearings and Appeals. Mr. Newell is a member of the Pennsylvania and Philadelphia Bar Associations. He has previously lectured for PBI, bar associations and other entities on various issues associated with MA-LTC eligibility and SNTs. Mr. Newell received his B.A. from Temple University and his J.D. from the Temple University School of Law.

Mark Zacharia

Mark Zacharia is a Senior Associate Counsel in the UPMC Corporate Legal Department. Mr. Zacharia has extensive experience in behavioral health law and acts as legal counsel for the UPMC Behavioral Health Service Line, providing legal counsel to all behavioral health providers in the UPMC Health System.  Additionally, Mr. Zacharia acts as general corporate counsel for UPMC Presbyterian Shadyside, UPMC McKeesport, UPMC East and  the UPMC Public Safety Department.  Prior to UPMC, Mr. Zacharia worked at Zacharia & Brown where he practiced in the area of Elder law, Estate Planning and Administration. Prior to that, he was an assistant county solicitor for the Allegheny County Law Department serving the Allegheny County Department of Human Services, Office of Behavioral Health, Children Youth and Families. Mr. Zacharia is admitted to practice in the Commonwealth of Pennsylvania and before the Pennsylvania Supreme Court as well as before the U.S. District Court for the Western District of Pennsylvania. He has extensive experience in Behavioral Health law, guardianships, regulatory compliance and governmental services as well as lecturing, appearing in front of administrative, trial and appeal courts. Mr. Zacharia received his undergraduate degree from the Duquesne University School of Business and his law degree from Duquesne University Law School.

Pamela Walz Esq.

Ms. Walz is a Supervising Attorney at the Health and Independence Unit at Community Legal Services (CLS) in Philadelphia, where she represents low-income older adults and individuals with disabilities in matters involving nursing home and personal care home residents’ rights, access to home and community based long term services and supports, public benefits and guardianship. In addition to representing clients, Ms. Walz engages in administrative and legislative policy advocacy and provides community education on elder law issues. She is an appointed member of the Pennsylvania Supreme Court’s Advisory Council on Elder Justice in the Courts. She also serves as a consumer advocate on the Long Term Services and Supports Subcommittee of the Department of Human Services’ Medical Assistance Advisory Committee. Ms. Walz is the immediate past Chair of the Pennsylvania Bar Association Elder Law Section. She received her J.D. from Harvard Law School in 1989 and graduated from the University of California, San Diego in 1986 with a degree in English Literature.

Patricia Hanson

Patricia Hanson is a Licensed Professional Counselor in Pennsylvania; her education includes a Master of Science in Professional Counseling from Carlow University, a Post-master’s degree Certificate in Gestalt Psychotherapy and Theory from the Gestalt Institute of Pittsburgh. Patty has a Certificate in Life Care Planner from Capital University.  In addition to working as an outpatient counselor in private practice, Patty has worked as a clinician in several inpatient units and at the crisis center within the Mercy Behavioral Health system. In addition to her professional experience Patty has two family members with severe mental health diagnosis. Patty’s main role is servicing the Managing Director and co-owner of IKOR of Western Pennsylvania; she and her team serve as passionate advocates for older adults, individuals with disabilities, and children with special needs. IKOR of Western Pennsylvania supports as Power of Attorney and Guardian and is highly skilled and knowledgeable when it comes to navigation of the mental health system in Southwestern Pennsylvania. As a passionate advocate supporting vulnerable populations, Patty often facilitates conversations to bridge the gaps between medical, cognitive, and mental health concerns as they integrate with financial and legal areas. She and her team of advocates work closely with Trustees, Attorney’s, Families, and Financial Advisors to address care-related concerns of their clients and beneficiaries. Patty has served as a member, board member and is a past President of the Estate Planning Council of Pittsburgh.  She serves on the Board of Directors; of Life Options Pittsburgh, she is an active member of the Aging Life Care Professional Association, the Employee Assistance Professionals Association, the Association of Daily Money Managers, the American Case Management Association, The Alliance of Professional Health Advocates, and the National Long-Term Care Council.

Robert Mason

Mr. Mason is owner of Mason Law, PC, of Asheboro, North Carolina, a firm devoted exclusively to legal issues involving the elderly, the disabled and the resolution of Medicare secondary payor issues (protecting Medicare benefits after an injury or illness settlement or judgment). He is also Of Counsel to the Brunswick, Georgia, law firm of Ligon, Lindbergh & Lanier, PC. Mr. Mason is a Board Certified Specialist in Elder Law by the North Carolina State Bar Board of Legal Specialization, a Certified Elder Law Attorney by the National Elder Law Foundation, a Medicare Set-aside Certified Consultant by the International Commission on Health Care Certification, Chairman (and past Chairman) of the Elder Law Section of the North Carolina Bar Association, a member of the North Carolina State Bar Board of Legal Specialization, a North Carolina “Super Lawyer” for multiple years, and a frequent speaker on elder and disabilities law issues. Mr. Mason especially focuses his practice on advanced asset protection techniques, trust law issues, and special needs trusts. With 26 years of legal experience, he has a Bachelor of Science in Communications from Northwestern University, Evanston, Illinois, and a Juris Doctor cum laude from Mercer University’s Walter F. George School of Law, Macon, Georgia (where he was Managing Editor of the Mercer Law Review).

Robert Schweitzer Esq., CELA

Mr. Schweitzer is a certified elder law attorney (CELA) and an Associate Attorney with Julian Gray Associates in Pittsburgh. He received his Bachelor of Arts, magna cum laude, from Westminster College in New Wilmington, Pennsylvania. He received his Juris Doctor from the University of Pittsburgh School of Law. He focuses his practice on counseling individuals and families with respect to estate and long-term care planning as well as trust and estate administration. He currently serves on the board for the PBI Elder law Section and the Pennsylvania Association of Elder Law Attorneys. Prior to joining Julian Gray Associates, Mr. Schweitzer practiced for a mid-sized law firm in Pittsburgh in the Estates and Trust Services Group. Mr. Schweitzer has experience in litigating commercial, construction, securities and professional liability matters. He is recognized as a Pennsylvania Super Lawyer and in Best Lawyers in America.

Sally Schoffstall Esq., CELA

Ms. Schoffstall is the founding member of Schoffstall Elder Law, LLC, a firm dedicated to the practice of elder and special needs planning law, guardianship, estate planning, and estate administration. She is certified as an elder law attorney (CELA) as conferred by the National Elder Law Foundation and authorized by the Pennsylvania Supreme Court. Ms. Schoffstall is a member of the National Academy of Elder Law Attorneys (NAELA) and a founding member of the Pennsylvania Association of Elder Law Attorneys (PAELA). She currently serves as Treasurer of PAELA and a member of its Board of Directors. Ms. Schoffstall is an invited member of the Special Needs Alliance, a national nonprofit organization of attorneys dedicated to assisting individuals with disabilities and their families. In 2011, she was presented with the Excellence in Elder Law Award from the Elder Law Section of the Pennsylvania Bar Association, “in recognition and appreciation of her superior professional efforts in the field of elder law, significant contributions to the legal profession, and noteworthy service to the elderly.” In 2013, she was honored to receive the Outstanding Member Award from PAELA. Ms. Schoffstall possesses Martindale Hubbell’s highest lawyer rating of AV® given to those select attorneys who have reached the highest standards of professional excellence. Ms. Schoffstall graduated, Phi Beta Kappa, from Oberlin College, where she double-majored in English and Economics (Honors). She received her juris doctor degree from the Cornell Law School. Ms. Schoffstall has served, since 1998, as a speaker for the annual Elder Law Institute sponsored by the Pennsylvania Bar Institute and as a course planner from 1998-2018.

Victoria White, Esq.

Ms. White is currently ethics counsel to the Pennsylvania Bar Association. As ethics counsel, Ms. White responds to Ethics Hotline inquiries from PBA members who have questions concerning the impact of the provisions of the Pennsylvania Rules of Professional Conduct upon their own prospective conduct. Ms. White also assists the PBA’s Committee on Legal Ethics and Professional Responsibility, which issues written ethics opinions and reviews and recommends proposals for changes to the Pennsylvania Rules of Professional Conduct. In addition to staffing the Ethics Committee, Ms. White serves as the liaison between the PBA and the Civility in the Profession Committee. Prior to joining the PBA, Ms. White served as assistant counsel for the Commonwealth of Pennsylvania State Ethics Commission, practiced for several years in the private sector, and was a staff attorney in the solicitor’s office for a local municipality. She is a frequent panelist on ethics-related topics for continuing legal education courses. Ms. White received her B.A. from Franklin & Marshall College and her J.D. from American University, Washington College of Law.


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