Elder Law Institute 2024
12 CLE / 1 E - On Demand Seminar: Day 1 Only • Day 2 Only • Both Days
Join Claire Lewis and Dennis Frick along with a veteran cast of Elder Law practitioners for this wonderful annual seminar.
Day-1 Topics:
• Program Introduction - Claire E. Lewis, Program Chair
• Waiver Wait List Issues and Where We Go From Here - Dennis K. Frick
• Pathways and Future of Area Agencies on Aging - Keith P. Huffman
• Payment for Personal Services by Private and Family Caregivers & Miller Trust Administration - Jeffery D. Stinson
• IRAs and Planning for the Future - Jeslynn C. Smith
• PACE Program - Bridget M. McDaniel
• How to Have a Successful Medicaid Application Process - Kimberly A. Jewell
• Special Needs Planning Including Pooled Trusts for Those Over 65 - Kristin L. Steckbeck
• Hot Tips in Elder Law - Rebecca W. Geyer, Mark W. Holwager & Kimberly A. Jewell
• Miller Trusts - Jessica A. Richards
• Embracing AI in Your Law Practice - Jennifer L. VanderVeen
• Tips in Guardianship and Medicaid Education for the Judiciary - Elizabeth A. Homes & Hon. William J. Hughes
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Day-2 Topics:
• Comments from the FSSA Office of General Counsel and Division of Aging: Medicaid Waiver Transition to Pathways, Wait Listing and Other Issues - Jessica K. Keyes & Leslie L. Huckleberry
• Conservative Asset Management Issues: Importance of an Asset Listing to Estate Planners - Mark W. Holwager
- Tax Incentives for Those Charitably Inclined
- Roth Conversion Benefits
- When Does Private Pay = OKAY!
- Directing the Client Towards Sound Investment Strategies
- And More!
• Administration of SNTs - Robert W. Fechtman
• Appeals & Judicial Review - Michael D. Wilhelm
• What’s New in Estate Planning? - Rebecca W. Geyer
• Lessons Learned from Defending Guardianships - Dennis K. Frick & Ann H. Smith
• So You Died - Who Cares? Estate Recovery - Matthew C. Moore
• Veterans Benefits - Heidi B. Adair
• Appeals on the Allocation of Income and Resources to the Community Spouse - Connie L. Bauswell
• Ethics Panel - Jeff R. Hawkins & Jennifer J. Hawkins
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Faculty:
Claire E. Lewis, Chair
Law Office of Claire E. Lewis, Indianapolis
Hon. William J. Hughes
Hamilton Superior Court 3, Noblesville
Heidi B. Adair
Beers Mallers, LLP, Fort Wayne, IN
Connie L. Bauswell
Law Office of Connie L. Bauswell, LLC, Valparaiso, IN
Robert W. Fechtman
Fechtman Law Office, Indianapolis, IN
Dennis K. Frick
Senior Law Project, Indiana Legal Services, Inc., Indianapolis, IN
Rebecca W. Geyer
Rebecca W. Geyer & Associates, PC, Carmel, IN
Jennifer J. Hawkins
Hawkins Elder Law PC, Sullivan, IN
Jeff R. Hawkins
Hawkins Elder Law PC, Sullivan, IN
Mark W. Holwager
Holwager & Holwager, Attorneys at Law, P.C., Beech Grove, IN
Elizabeth A. Homes
Law Office of Elizabeth A. Homes LLC, Indianapolis, IN
Leslie L. Huckleberry
FSSA – Division of Aging, Indianapolis, IN
Keith P. Huffman
Dale, Huffman & Babcock, Bluffton, IN
Kimberly A. Jewell
Jewell Law Office, LLC, Greenwood, IN
Jessica K. Keyes
FSSA - Office of General Counsel, Indianapolis, IN
Bridget M. McDaniel
Williams Barrett & Wilkowski, LLP, Greenwood, IN
Matthew C. Moore
Moore Law, LLC, Batesville, IN
Jessica A. Richards
Timmel Associates, LLC, New Albany, IN
Ann H. Smith
Senior Law Project, Indiana Legal Services, Inc., Indianapolis, IN
Jeslynn C. Smith
Nugen Law, A Professional Corporation, Auburn, IN
Kristin L. Steckbeck
Dale, Huffman & Babcock, Bluffton, IN
Jeffery D. Stinson
Stinson Law Firm, LLC, Carmel, IN
Jennifer L. VanderVeen
VanderVeen Elder & Special Needs Law, Mishawaka, IN
Michael D. Wilhelm
DeFur Voran LLP, Fishers, IN
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Elder Law Institute 2024
12 CLE / 1 E - On Demand Seminar: Day 1 Only • Day 2 Only • Both Days
ICLEF • Indiana Continuing Legal Education Forum, Indianapolis, IN • Premier Indiana CLE
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