ELDER LAWSHORT COURSE

November 21 – 22, 2019

Lisle | Springfield SimulcastLive Webcast via IICLE® e-learn

12.25 IL MCLE Credits Including 2 PR (General) Credits

Planning with Retirement Benefits New VA Pension Rules | Special Needs Trusts

Medicaid Appeals | Mental Health Commitments

15TH ANNUAL

CELEBRATING 15 YEARS

November 21 – 22, 2019

Live SeminarDoubletree by Hilton Lisle/Naperville3003 Corporate West DriveLisle

Springfield SimulcastIICLE® Professional Education Center3161 W. White Oaks Drive, Suite 300Springfield

Live Webcast via IICLE® e-learnWatch from anywhere

$600 TuitionPrinted Materials + $50 | Order by 11/6/19

Group RateRegister 3 or more attorneys and save 15%

12.25 IL MCLE HoursIncluding 2 PR (General) Credits

ABOUT THE IICLE® ELDER LAW SHORT COURSE

www.iicle.com/ELSC19 | 800-252-8062

Sponsorship Support Provided By

Omelette Station Sponsored by:

Celebrating its 15th year, the annual Elder Law Short Course is the only conference of its kind for Illinois elder law attorneys. Stay abreast of the latest laws, regulations, and trends through interesting and informative sessions presented by knowledgeable and entertaining presenters. Make connections with other elder law attorneys and with service providers that can benefit your practice and your clients. The robust program materials will serve as an important reference in your practice.

Gain a solid foundation to tackle the issues you face every day and a taste of emerging trends and concepts. Increase your knowledge and your confidence in your ability to serve your clients compassionately and effectively.

We can’t wait for you to join us in November!

CELEBRATING 15 YEARS DAY ONE

9:00 – 10:00

Illinois Elder Law Case Law and Legislative Update 2019Linda M. Strohschein, Strohschein Law Group, LLC, St. Charles & Wheaton

10:00 - 10:20 Break — Visit Sponsors & Network with Peers

10:20 – 11:20

Planning with Retirement BenefitsUnderstand the basics of retirement benefits and the tax issues specific to planning with retirement assets in an elder law context.Kathryn C. Casey, Dutton Casey & Mesoloras, PC, ChicagoHelen Mesoloras, Dutton Casey & Mesoloras, PC, Chicago

11:20 – 12:20

Ethical Conundrums Facing Elder Law AttorneysLearn how to identify potential ethical issues that arise frequently in an elder law practice; capably apply ethical rules to assess appropriate professional conduct in hypothetical factual settings and develop procedures in practice for addressing ethical issues.Amy DeLaney, Delaney Delaney & Voorn, Ltd., Orland Park, Oak Brook & ChicagoKerry R. Peck, Peck Ritchey, LLC, Chicago

12:20 - 1:20 Networking Luncheon — Included with Tuition

1:20 – 2:35 Planning Opportunities Under the New VA Pension RulesSweeping changes to the VA pension eligibility rules went into effect October 18, 2018. Get an overview of the modifications, with a focus on planning opportunities available to elder law practitioners and their clients under the new rules.Valerie L. Peterson, CEO, ElderCounsel LLC, Denver, CO

2:35 – 2:50 Break — Visit Sponsors & Network with Peers

2:50 – 3:50 Law Office Management: What Keeps Owners and Managing Partners Awake at Night Understand the top ten management issues that keep owners and managing partners awake at night as well as various solutions that should help them get some sleep. Learn how to find, train and retain attorneys and staff; improve cash flow; market and develop your firm; and much more!Ben A. Neiburger, Generation Law Ltd., ElmhurstJohn W. Olmstead, MBA, Ph.D, CMC, Olmstead & Associates, St. Louis, MO

Moderator:Wendy S. Cappelletto Office of the Public Guardian of Cook County, Chicago

Sponsorship Support Provided By

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3:50 – 4:50

Judicial Perspectives on GuardianshipsLearn from the judges themselves what they think guardianship practitioners should know—and what they want to see in their courtrooms.

Judges:

Hon. Melissa S. Barnhart, Twenty-Third Judicial Circuit, Kendall County, Yorkville Hon. Robert G. Gibson, Eighteenth Judicial Circuit, DuPage County, Wheaton Hon. Susan Kennedy Sullivan, Circuit Court of Cook County, Chicago

Moderators:

Ray J. Koenig III, Clark Hill PLC, Chicago Karen Mills, Strohschein Law Group, LLC, St. Charles & Wheaton

4:50 Adjourn to Optional NAELA Reception

Join NAELA for networking and refreshments during an optional reception at the close of Day One of the Elder Law Short Course.

Register Now! links.iicle.com/NAELA

DAY TWO – TRACK A

9:00 – 10:00

Special Need Trust (“SNT”) Drafting and Recent POMS UpdatesLearn about the differences between 1st party and 3rd party special needs trusts and get practical drafting tips in light of the new POMS updates for SNTs and ABLE accounts.Heidi E. Dodd, Harter, Larson & Dodd, Belleville Heather E. Voorn, Delaney Delaney & Voorn, Ltd., Orland Park, Oak Brook & Chicago

Moderator:Elizabeth FinkWhiteheadFink Elder Law, LLC, Chicago

www.iicle.com/ELSC19 | 800-252-8062

Email Your Questions for the Judges to guardianshipjudgequestions@iicle.com

10:20 – 11:20Practical Considerations for Administering Special Needs TrustsLearn from a panel of trust officers about best practices for administering SNTs. Understand how to effectively title assets and handle tax issues, and much more!Scott Nixon, Life’s Plan, Inc., LisleMichelle L. Wieneke, Regions Private Wealth Management, Fairview HeightsKathleen May Yoder, Fifth Third Bank, Chicago

11:30 – 12:30Practitioner Strategies to Keep Seniors and Adults with Disabilities in the CommunityLearn about Illinois’ home and community-based waiver programs as well as existing consent decrees and other policies designed to maintain clients in the least restrictive settings possible.Wendy S. Cappelletto, Office of the Public Guardian of Cook County, ChicagoAshley C. Coppola, Clark Hill PLC, Chicago

1:30 – 2:30“If Only I Had Known….:” Practical Tips for Newer Elder Law AttorneysBecome familiar with several important concepts that “seasoned” elder law attorneys already know like the back of their hand. Mminimize the number of times you will utter the words, “if only I had known …” by learning about Medicaid eligibility rules and much more! Constance Renzi, Mickey, Wilson, Weiler, Renzi, & Andersson, P.C./Elder Law Center, P.C., Sugar Grove

2:50 – 3:50Medicaid Appeals—The Basics and Beyond Learn when and how you should file a Medicaid Appeal. Walk step-by-step through the process and discover some possible pitfalls. Understand the departments that you will have to coordinate with and the possible witnesses you should call at the appeal hearing. Finally, learn what you should do with your FAD (Final Administrative Decision).Mallory Moreno, Delaney Delaney & Voorn, Ltd., Orland Park, Oak Brook & Chicago Tiffanny H. Sievers, SI Elder Law, LLC, Marion

4:00 – 5:00Kickbacks and Kicked Out: Why Grandma Isn’t Getting her 100 Days of Medicare Rehab Anymore…and What to Do About ItLearn how to protect your client from the new pattern of hospitals and nursing homes discharging patients at day 10 or 14, instead of 100, even though Medicare benefits have not changed.Colleen Ceh Becvar, Trinity Advocacy Group, LLC, Oak BrookSusan M. Langlotz, Strohschein Law Group, LLC, St. Charles & Wheaton

DAY TWO – TRACK A

www.iicle.com/ELSC19 | 800-252-8062

DAY TWO – TRACK B

9:00 – 10:00

Mental Health Commitments and the Use of Psychotropic Medication on the ElderlyThe definition of mental health facilities has been greatly expanded by In re Linda B, a recent Illinois Supreme Court case with significance for hospitals and nursing facilities that treat persons with a diagnosis of mental health issues. Learn how to get someone into or out of a mental health facility and how to get court orders for medication and/or the use of electro convulsive therapy (ECT), which is being used more often for persons who are elderly and diagnosed with depression.Joseph T. Monahan, Monahan Law Group, LLC, Chicago

10:20 – 11:20How to Remove a Bad Guardian or POAThis will be a very practical session for the attorney whose client comes in complaining of the actions that a POA or legal guardian is taking. When do you go beyond informing the client that this is the person the principal or the court chose to handle these duties? What exactly do you do? Get sample pleadings and discuss real-life scenarios to enhance your learning.Leonard J. LeRose, Law Office of Leonard J. LeRose, Jr., Ltd., Chicago

Sarah M. LeRose, Law Office of Leonard J. LeRose, Jr., Ltd., Chicago

11:30 – 12:30Litigating Nursing Home Abuse Cases: What Every Elder Law Attorney Needs to KnowGet both the elder law attorney and personal injury attorney perspective about issues that arise when pursuing a case against a nursing home for personal injuries caused by alleged abuse or neglect, including: authority of agents/surrogates to bind the principal; impacts that a lawsuit can have on a client; the exempt status of settlement proceeds for Medicaid purposes; and more!Catherine E. Lenert, Mickey, Wilson, Weiler, Renzi, & Andersson, P.C./Elder Law Center, P.C., Sugar GroveMichael W. Lenert, Meyers & Flowers, Chicago

1:30 – 2:30Successful Custodial Claims: The Power of PreparationMany clients receive care from family members who may one day want to file a custodial claim against the estate for the work they did and the sacrifices they made. Learn the rules and timelines related to custodial claims and the kind of input and documentation necessary for a clinical professional to develop a detailed and accurate valuation of the care provided.Patricia Cline, LCSW, CCM, CLCP, C-ASWCM, NCG, Lifecare Innovations, Burr RidgeMelissa Johnson, Generation Law Ltd., Elmhurst

Moderator:Mollie WhiteheadWhiteheadFink Elder Law, LLC, Chicago

DAY TWO – TRACK B 2:50 – 3:50The Intersection of the Probate Court, Guardians and GALs in Personal Injury, Wrongful Death and Survival Cases Understand your client’s duties, your own duties, and the necessary steps to take once a personal injury lawsuit involving a disabled adult or minor, wrongful death, or survival act settles. Jesse A. Footlik, Peck Ritchey, LLC, ChicagoJulie L. Pustilnik, Taxman, Pollock, Murray & Bekkerman, LLC, Chicago & Lisle

4:00 – 5:00Law Firm Succession, Transition, and Exit Strategies—Ideas for Getting StartedUnderstand the challenges facing small firm practitioners considering retirement and learn how to plan for succession, transition, and eventual exit from practice. Ben A. Neiburger, Generation Law Ltd., ElmhurstJohn W. Olmstead, MBA, Ph.D, CMC, Olmstead & Associates, St. Louis, MO

MORE FROM IICLE®The NEW Illinois Trust Code | November 6, 2019

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www.iicle.com/trustcode19

Estate Planning for the 99% | December 9, 2019

iHotel Champaign | Live Webcast via IICLE® e-learn

www.iicle.com/EP99

www.iicle.com/ELSC19 | 800-252-8062

Guardianships Institute

IICLE® e-learn On-Demand

www.iicle.com/GI19

Adult Guardianships, Advance Directives, and Mental Health Law 2018 Editionwww.iicle.com/18GRDDA

63rd Annual Estate Planning Short CourseMay 4 – 5, 2020 | Chicago

May 18 – 19, 2020 | Champaign | Springfield SimulcastLive Webcast via IlCLE® e-learn

www.iicle.com/EPSC20

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