19th Annual Elder Law Workshop
Thursday, January 19, 2017 at 8:15 AM - Friday, January 20, 2017 at 4:15 PM (CST)
San Francisco, California
London, United Kingdom
Dear Elder Law Attorneys:
Please join us for The 19th Annual Elder Law Workshop which will be held in Wisconsin Dells at the Chula Vista Resort on January 19-20, 2017. The Workshop facilitates an intensive discussion of elder law issues in a casual atmosphere, and encourages networking among lawyers. The Workshop is at an intermediate to advanced level. This year's workshop features a discussion on family visitation rights with guest speaker Kerry Kasum, daughter of the late Casey Kasum. Kerry is the founder of Kasum Cares, a non-profit organization dedicated to eliminating all forms of elder abuse, including isolation, through education and awareness, support of social change and community service programs. Kerry was instrumental in the passage of Wisconsin's Family Visitation Law, Wis. Stat. 50.085.
In addition, on Thursday, January 19, we will again offer a one-half day program on Title 19 basics. This is your chance to learn or review Title 19 basics and to advance your elder law practice. You may attend both the basic and advanced programs. Until December 12, 2016, the basic program registration will be open to attorneys, after that, legal assistants can also sign up for the basic program. Please note, if you sign up for the advanced program only, then you do not need to be present until 1:15 on Thursday Jan. 19th. The Basic program starts at 8:15 that day.
The cost is low so that all can afford to attend the seminar, and obtain credits at a reasonable cost. The cost is $110 for the basic program, and $255 for the advanced program for Elder Law Section and WI NAELA members ($305 for non-members).Please join the Section and WI NAELA! Please note that if you want to participate in and download materials for both sessions, you need to sign up and pay for both. Also please note that if you forget to enter the discount code when you register, we will not make an adjustment for you.
REGISTRATION OPEN TO WINAELA MEMBERS ONLY UNTIL Dec. 8th, 2016. Please note, that if you register prior to Dec. 8, 2016 and you are not a WINAELA member, your ticket will be refunded and you will need to re-register at the correct time. Online information to join NAELA and WINAELA is located at:
Registration will close on Jan. 12, 2017 or sooner if the workshop is full. To ensure your spot, sign up early!
IMPORTANT!!! THE REGISTRATION FEE FOR THE ADVANCED SESSION WILL SHOW UP AS $305. IF YOU ARE AN ELS OR WI-NAELA MEMBER, THIS PRICE WILL BE DISCOUNTED TO $255 WHEN YOU USE THE PROMOTIONAL CODE: MEMBER. To Enter this code, stay on this same page, and right above the big green button that says "Register" toward the top of the page, click on the words "enter promotional code" then in the space provided after you click, write MEMBER (not case sensitive.) Then click the button that says "APPLY." You should see the ticket price for the advanced session change to $255.
If you are interested in a brochure for Chula Vista Resort, please contact the Resort at 1-866-701-0774. Rooms will be held for our group until December 30, 2016 under "WI NAELA" so make your reservation now. Some rooms may be available for the Wednesday or Friday evening if you prefer to lengthen your stay. Registration also includes breakfast and lunch for seminar attendees on Friday and a cocktail party Thursday night.
Due to the accommodations at Chula Vista Resort and the desire to maintain this as an intensive workshop environment, enrollment is limited to 125 participants for the advanced program.
The materials for this workshop will be provided in a downloadable, PDF format. You will receive an email prior to the conference date when they are available to download. Because bandwidth is limited at the conference site, please download your materials ahead of time. You may print them out if you wish to do so, as we will not be making paper materials available this year. We feel this gives our participants the best opportunity to have materials in the format they choose.
CANCELLATION AND WAITLIST POLICY:
PRIOR TO JAN. 1, 2017: We will permit tickets to be canceled prior to Jan. 1, 2017, and will issue refunds for those tickets. If there are any charges associated with the cancellation, those will be passed along to the person cancelling. (Currently there are not any cancellation charges.) You must process the cancellation through the eventbrite website. Please do not contact us to handle this cancellation, you will be able to do it on your own using the website.
JAN. 1, 2017 AND LATER: We will not make refunds available as of Jan. 1, 2017 or later for any reason. However, you are free to pass your ticket along to someone else. If you choose to do so, please send that person an email confirming your transfer. The person to whom tickets are transferred should bring that email along to the program. Since that person will not be registered, the if you transfer your ticket you assume all responsibility to pass along needed program details to the person who is receiving your ticket. Also, if you transfer your registration to someone else, you assume all responsibility to collect the fees from the person receiving your ticket.
WAITLIST: In the event that registration is full, a waitlist will be created through the Eventbrite website. If anyone cancels their ticket before Jan. 1, 2017, the next person on the waitlist will be notified and given a limited window of time to purchase a ticket. This will happen automatically through the registration system.
On or around Jan. 1, 2017, if there is still a wait list, we will email the list of waitlisted individuals to all registered participants, as a message through the Eventbrite system. This is for the convenience of people who need to cancel their ticket on or after Jan. 1, 2017. We ask that you contact the people on the waitlist if you wish to transfer a ticket and are looking for someone to take it. Due to the limited time that our program volunteers (who are attorneys like yourselves) have available, we are not able to assist you or coordinate this transfer.
Please sign up early to reserve your place in the Workshop and reserve one of the limited rooms at the Chula Vista Resort. We look forward seeing you at the 19th Annual Elder Law Workshop.
Here is the tentative agenda:
THE 19th ANNUAL ELDER LAW WORKSHOP
Focusing on Guardianship, Title 19 and Decision Making
January 19-20, 2017
DAY ONE 1/19/2017
8:15 a.m. - 9:00 a.m. Check In for 1/19/17 basic program
9:00 a.m. - 12:15 p.m. Title 19 Essentials 3.5 credit hours
Title 19 Eligibility, Exempt Asset Planning
Planning, Tools for Planning and Estate Recovery
-- Mark T. Johnson, Christenson Johnson LLC
-- Collin M. Ritzinger, Hill, Glowacki LLP
-- Chanetelle M. Ringe, Hill, Glowacki LLP
12:15 p.m. - 1:00 p.m. Check In for Jan. 19, 2017 advanced program
1:00 p.m. - 3:00 p.m. A view from the State on Medicaid
-- Michael Heifetz, MA Director, State of Wisconsin,
-- Jennifer O’Neill, Moderator, O’Neill Elder Law LLc
3:00 p.m. - 3:20 p.m. Break
3:20 p.m. - 4:45 p.m. Challenging Issues in T19 cases
(Over-verification, Hardship Waiver, Open records request, Resolution without Fair Hearing, Attorney fees)
-- Carol Wessels, Wessels Law Office LLC
-- Peter Grosskopf, Grosskopf Law Office, LLC
4:45 p.m. - 5:30 p.m. Check In for 1/20/17 program
6:00 p.m. - 8:00 p.m. Welcoming Reception, Cocktail Party with Hors d' Oeuvres
DAY TWO 1/20/2017
8:00 a.m. - 8:30 a.m. Continental Breakfast
8:30 a.m. - 10:10 a.m. Trends in Guardianship (supported decision making, Jurisdiction Act, Uniform Guardianship Act, Foreign Guardianship)
B Heather B. Poster, Becker, Hickey & Poster, SC
-- Kate Schilling, GWAAR
-- Heather Wilson, Hill, Glowacki LLP
10:10 a.m. - 10:20 a.m. Break
10:20 a.m.- 11:35 a.m. A View on Family Visitation and Panel Discussion on Trends
B Kerri Kasem
-- Jeffrey J. Drach, Drach Elder Law Center, Moderator
-- Roy Froemming, Froemming Law Office
B Margaret W. Hickey, Becker, Hickey & Poster, SC
11:35 a.m. - 12:25 p.m. Panel Discussion on WI law and trends in client visitation/family issues
12:25 a.m. - 12:35 B Sponsor message
12:35 p.m. - 1:35 p.m. Lunch Provided Sponsored by WisPACT
1:35 p.m. - 2:35 p.m. Case Law, Statutory and Administrative Update
- Sarah Kons, Hooper Law Office
- Dayna J. Lefebvre, Becker, Hickey & Poster, SC
2:35 p.m. - 2:50 p.m. Break
2:50 p.m. - 4:15 p.m. Ethics Credit on Implicit Bias, Cultural Competence
-- Aviva Kaiser, State Bar of WI ethics Counsel
-- Lore Vang, Madison Police Dept.
4:15 p.m. - 4:30 p.m. Questions and Answers
Thank you to our sponsors:
Krause Financial Services, WisPACT, and ElderCounsel