PBI's "Elder Law Institute - 2007"
The Tenth Annual "Elder Law Institute" will be offered by the Pennsylvania Bar Institute, as co-sponsored by the Elder Law Section of the Pennsylvania Bar Association, on Thursday, July 19th & Friday, July 20th, 2007, in Hershey, PA.
Our Elder Law Institute, now celebrating its tenth year, stands out as one of the best conferences on elder law anywhere in the country. If you represent the elderly, the Elder Law Institute is one event you simply won’t want to miss.Sweeping changes in elder law practice mark the past year. The Department of Public Welfare has released numerous, long-awaited Operations Memos on a host of hot issues. They come on the heels of the Deficit Reduction Act, wide-reaching federal legislation passed last year.
In addition, Pennsylvania has a new law that requires you to rethink how you are draft health care powers of attorney, advance care directives, living wills and other documents important to achieving your clients’ objectives. This new law also authorizes actions by health care representatives – for the first time in Pennsylvania. And, the just released Governor’s New Health Care Plan will bring a sea change to health care in Pennsylvania.
The agenda is scheduled full for those two days:
Thursday, July 19
- 7:45 - 8:30
- Registration and Continental Breakfast
- 8:30 - 9:30
- The Year in Review
- 9:30 - 9:45
- Break
- 9:45 - 10:45
- Concurrent Sessions (choose one)
- 1. SUPER WORKSHOP Understanding Your Elderly Clients Better: Delirium, Dementia & Decision-Making
- 2. Medicaid: The New Basics (repeated in #15)
- 3. Why, When & How to Use Real Estate & Family Care Agreements
- 10:45 - 11:00
- Break
- 11:00 - 12:00
- Concurrent Sessions (choose one)
- 4. Medicare Parts A, B, C & D – The Basics of Medicare, Medicare Advantage & Medicare Drug Coverage & Eligibility, Plus Medigap Basics Too!
- 5. Martial Medicaid Planning after the DRA (repeated in #12)
- 6. SUPER WORKSHOP Act 169: A New Era of Advance Directives and Health Care Decision-making for Incompetent Patients
- 12:00 - 1:00
- Lunch (included in your tuition)
- 1:00 - 2:00
- Concurrent Sessions (choose one)
- 7. Fundamentals of Incapacity & Guardianships
- 8. What Every Elder Lawyer Needs to Know About Medical Assistance Estate Recovery
- 9. Long Term Care Insurance: Deal or No Deal?
- 10. Expand Your Practice: Use of Third Party Funded, Pooled & Payback Trusts for Clients with Disabilities & Their Families
- 2:00 - 2:15
- Break
- 2:15 - 3:15
- Concurrent Sessions (choose one)
- 11. A Clear & Present Danger? Voluntary & Involuntary Treatment for Clients with a Serious Mental Disability
- 12. Marital Medicaid Planning after the DRA (repeat of #5)
- 13. Accessing Home & Community Based Care – Getting Your Clients Long Term Care at Home
- 14. Physician Orders for Life-Sustaining Treatment (POLST): Understanding What They Really Mean for Your Clients
- 3:15 - 3:30
- Break
- 3:30 - 4:30
- Concurrent Sessions (choose one)
- 15. Medicaid: The New Basics (repeat of #2)
- 16. Advertising Your Services Without Violating the Rules of Professional Responsibility (ETHICS)
- 17. Keeping Up with New Legislation: More Changes Are on the Way
- 18. Getting Good Care in a Nursing Home
Friday, July 20
- 8:30 - 9:30
- Concurrent Sessions (choose one)
- 19. Retirement Plans Threatened by Shifts in Medicaid Planning: Tips for Advising Your Clients (repeated in #39)
- 20. SUPER WORKSHOP Rx for Pennsylvania & Report from the Office of Long Term Living
- 21. What to Do When Medicaid Benefits Are Denied: From Dealing Informally with the County Assistance Office to Handling Fair Hearings
- 9:30 - 9:45
- Break
- 9:45 - 10:45
- Concurrent Sessions (choose one)
- 22. Managing the Math for Medicaid
- 23. Savings for Seniors: Connecting Clients to Supportive Public Benefits Programs
- 24. Continuing Care Retirement Communities – Promises & Pitfalls
- 25. Litigating Elder Law Issues in Pennsylvania’s Commonwealth Court, Federal District Court or Federal Appellate Court
- 10:45 - 11:00
- Break
- 11:00 - 12:00
- Concurrent Sessions (choose one)
- 26. Guardianship & Older Adult Protective Services Law
- 27. Income Tax Issues for Older Clients & Caregivers
- 28. The Rise of the Income Only Trust
- 29. Who Is a Legally Responsible Relative? Act 43 & Domestic Relations Code Interplay
- 12:00 - 1:00
- Lunch (included in tuition)
- 1:00 - 2:00
- Concurrent Sessions (choose one)
- 30. Social Security Basics – Practical Tips in Advocating for Your Elder Clients
- 31. Pennsylvania’s Uniform Trust Act: It’s a Brave New World for Your Clients
- 32. Ethical Issues Involved in Representing Spouses with Blended & Sometimes Dysfunctional Families
- 33. Drafting Health Care Directives after Act 169: Choosing and Using the Right Form (repeated in #36)
- 2:00 - 2:15
- Break
- 2:15 - 3:15
- Concurrent Sessions (choose one)
- 34. Veterans’ Benefits: An Introduction & Practical Guide to the Veterans’ Pension Program
- 35. “Emergency” Long Term Care Planning: Dealing with the Crisis Situations
- 36. Drafting Health Care Directives after Act 169: Choosing and Using the Right Form (repeat of #33)
- 37. Annuities, Promissory Notes & Medicaid Planning: New Opportunities?
- 3:15 - 3:30
- Break (italics)
- 3:30 - 4:30
- Concurrent Sessions (choose one)
- 38. The Gray(ing) Area of Elder Law
- 39. Retirement Plans Threatened by Shifts in Medicaid Planning: Tips for Advising Your Clients (repeat of #19)
- 40. Overview of Taxes Upon Death
In addition, there will be "Roundtable Discussions" over breakfast:
- Act 169 – Sharing the Forms
- PACE, PACENET & PACE Plus with Director Tom Snedden
- Marketing – Share a Concept
- Non-lawyer Networking
If you cannot attend in person, then its expansive, multi-volume course materials should be considered for your legal library.
The Elder Law Institute will be held at the Hershey Lodge & Convention Center, located at West Chocolate Avenue & University Drive, in Hershey, PA.
Further information & registration for the Elder Law Institute - 2007 can be accessed online here.
