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20th Annual Elder Law Workshop

Wisconsin Chapter of the National Academy of Elder Law Attorneys

Thursday, January 18, 2018 at 8:00 AM - Friday, January 19, 2018 at 4:30 PM (CST)

20th Annual Elder Law Workshop

Registration Information

Registration Type Sales End Price Fee Quantity
Basic Session
This is the ticket to the basic workshop. This does not include the Advanced workshop. Advanced workshop should be purchased separately. The Basic session is prior to the advanced workshop, on THURSDAY, January 18th starting at 8:15 a.m. until noon. It will finish in time for you to attend the advanced workshop if you choose to purchase the ticket for that as well.
Jan 9, 2018 $110.00 $0.00
Advanced Session
This is the ticket to the Advanced Session. If you are a member of WI-NAELA or the Elder Law Section of the State Bar of Wisconsin, the rate will be discounted to $255 only if you make sure to click on "enter promotional code" right here on this page - look in the lower right corner of this ticket section - and write "member". We are sorry, we cannot make adjustments to the price if you fail to correctly enter the code. Tickets to basic session must be purchased in addition if you would like to attend both. The advanced session starts at 1:00 p.m. on Thursday.
Jan 9, 2018 $305.00 $0.00

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Event Details

Dear Elder Law Attorneys:

Please join us to celebrate the 20th Annual Elder Law Workshop which will be held in Wisconsin Dells at the Chula Vista Resort on January 18-19, 2018. We are pleased to have been presenting this workshop for elder law attorneys for the past two decades. 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 focuses on Trusts, Taxes and Fiduciary Duty, and features well-known tax guru Bob Keebler. More information about Bob is on his website at

In addition, on Thursday, January 18, 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 15, 2017,  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. 18th. 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, 2017. Please note, that if you register prior to Dec. 8, 2017 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 This Link

Registration will close on Jan. 09, 2018 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 18, 2017 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.  


PRIOR TO JAN. 1, 2018: We will permit tickets to be canceled prior to Jan. 1, 2018, 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, 2018 AND LATER: We will not make refunds available as of Jan. 1, 2018 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, 2018, 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, 2018, 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, 2018. 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 20th Annual Elder Law Workshop.

Here is the tentative agenda:



                                            Focusing on Trusts, Taxes and Fiduciary Duties

January 18-19, 2018

DAY ONE 1/18/2018

8:15 a.m. - 9:00 a.m.               Check In for 1/18/18 basic program

Basic Program

9:00 a.m. - 12:15 p.m.       Title 19 Essentials           3.5 credit hours

Title 19 Eligibility, Exempt Asset Planning, Tools for Planning and Estate Recovery

- Meghan Teigen, Christenson Johnson LLC

- Elizabeth Ruthmansdorfer, Moertl, Willkins & Campbell S.C.

Advanced Program

12:15 p.m. - 1:00 p.m.            Check In for 1/18- 19/18 advanced program

1:00 p.m.  -  3:00 p.m.           Beneficiary Designations for IRAs and Trusts and Trust Tax Issues: What you Need to Know

- Robert Keebler, CPA

3:00 p.m. - 3:20 p.m.              Break

3:20 p.m. - 4:00 p.m.             (Cont'd) Beneficiary Designations for IRAs, Trusts & Tax issues. 

4:00 p.m. - 4:45 p.m               Panel Discussion on Bob Keebler presentation:

                                                                 -Greg Banchy, Banchy Law Center LLC, Moderator

                                                                 - Daniel J. Walsh, One Law Group S.C.

                                                                 -Peter J. Walsh, Husch Blackwell LLP

                                                                 -Barbara S. Hughes Christenson Johnson LLC

4:45 p.m. - 5:30 p.m.              Check In for 1/19/18 program

6:00 p.m. - 8:00 p.m.              Welcoming Reception, Cocktail Party with Hors d' Oeuvres


 DAY TWO       1/19/2018

8:00 a.m. - 8:30 a.m.               Continental Breakfast

8:30 a.m. - 10:00 a.m.             Case Law, Statutory and Administrative Update

- Jessica Liebau, Wessels Law Office LLC

- Dayna J. Lefebvre, Becker, Hickey & Poster, S.C.

10:00 a.m. - 10:15 a.m.           Break

10:15 a.m.- 10:45 a.m.            What is a Fiduciary? Understanding the Basics.

                                                                  -Carol Wessels, Wessels Law Office LLC

10:45 a.m.- 12:10 a.m.            Panel Discussion on:

                                                Understanding your Trust and serving as Trustee

                                                                  - Collin M. Ritzinger, Associated Trust Company

                                                Understanding your role as Guardian

                                                                  - Kate Schilling, GWAAR

                                                Understanding your role as Financial Agent

                                                                  - Kate Schilling, GWAAR

                                                Understanding your role as Representative Payee for SSA

                                                or as Authorized Representative 

                                                                   - Heather B. Poster, Becker, Hickey & Poster, SC

12:10 p.m. – 12:20 p.m.          GT Independence, Conference material sponsor

12:20 p.m.- 1:20 p.m.             Lunch provided

1:20 p.m. -  2:35 p.m.             Title 19 Application and Fair Hearing problems       

- Mark T. Johnson, Christenson Johnson LLC

- Peter Grosskopf, Grosskopf Law Office LLC

- Benjamin M. Adams, Adams & Woodrow, S.C.

2:35 p.m. - 2:50 p.m.              Break

2:50 p.m. - 3:05 p.m.              Title 19 Study Problems Introduced


-Margaret W. Hickey, Becker, Hickey & Poster, S.C.

-Jennifer O’Neill, O’Neill Elder Law, LLC


3:05p.m.-4:15p.m.                 Group discussion of Title 19 problems with panel 


                                                -John C. Schober,  Schober &  Mitchell, SC


                                                -Anne Brindley, Haskins, Short & Brindley LLC

4:15 p.m. - 4:30 p.m.              Question and Answers


Thank you to our sponsors.

Have questions about 20th Annual Elder Law Workshop? Contact Wisconsin Chapter of the National Academy of Elder Law Attorneys

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When & Where

Chula Vista Resort, Wisconsin Dells
2501 River Rd
Wisconsin Dells, WI 53965

Thursday, January 18, 2018 at 8:00 AM - Friday, January 19, 2018 at 4:30 PM (CST)

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