2nd Annual Elder Law Retreat
August 2010
2nd Annual Elder Law Retreat
Dear Colleague,
Our First Annual Elder Law Retreat in 2009 was an immediate hit. And this year promises to be even better.
In our second year, expect the same, popular retreat format with two value-packed additions. On Thursday afternoon, we'll offer an optional VA Benefits Accredition program, and on Friday afternoon, we have two full Unprogram sessions, where attendees will have the opportunity to determine what to discuss and how.
Please take a few moments to take a look at our revamped agenda and our experienced faculty, and reserve your spot early. Space is limited.
We hope you're as excited about this year's program as we are and we look forward to seeing you there.
Sincerely,
The 2nd Annual Elder Law Retreat Planning Committee
A Quick Tip: Help us stay green! Print just the materials for the 4 sessions you plan to attend and bring them with you to the Retreat, or bring your laptop to your session and view the materials electronically!
SAVE $30 BY GOING GREEN - Choose to reveive digital materials rather than printed book and save $30!
*Register NOW to ensure your space because ATTENDANCE IS LIMITED! Each breakout session is limited to 25 participants. Please indicate on the registration form which breakout sessions you plan to attend or call (303) 860-0608 and speak to Terri.
Make your hotel reservations early!
CANCELLATIONS: If you are unable to attend, please notify CBA-CLE by August 1, 2010 and we will gladly refund your tuition in full. Cancellations after August 1st will be refunded less a $50 cancellation fee.
Agenda
Thursday, August 26th
12:00 p.m.
Registration Open
1:00 - 5:00 p.m.
VA Benefits Attorney Accreditation Program - See information below in red.
6:00 – 7:30 p.m.
Welcome Reception for Registrants and their Guests
Friday, August 27th
7:30 a.m.
Registration Open
7:30 – 8:45 a.m.
Buffet Breakfast
8:00 - 8:15 a.m.
Welcome and Introductions
Marco Chayet, Esq., Program Co-Chair
Catherine A. Seal, Esq., Section Co-Chair
8:15 a.m. - 9:45 a.m.
Keynote Presentation
Presented by Ira Rosofsky
9:45 - 10:00 a.m.
Adjourn to Breakout Sessions
10:00 - 11:00 a.m.
*BREAKOUT SESSION A
11:00 - 11:20 a.m.
Networking/Refreshment Break
11:20 - 12:20 p.m.
*BREAKOUT SESSION B
12:20 - 2:00 p.m.
Lunch- On Your Own
2:00 - 3:00 p.m.
Elder Law Unprogram - Session 1
3:00 - 4:00 p.m.
Elder Law Unprogram - Session 2
4:00 p.m.
Adjourn
5:00 - 6:30 p.m.
Wine Tasting Reception
Saturday, August 28th
7:30 a.m.
Registration Open
7:30 – 8:00 a.m.
Buffet Breakfast
8:00 - 8:10 a.m.
Introduction
Tammy Conover, Esq., Program Co-Chair
8:10 - 9:40 a.m.
PLENARY SESSION - End of Life Decisions: The Crossroads of Legal and Medical Issues
The panelists will discuss the following points from the viewpoint of elder law practitioners and medical care providers:
- The right to refuse medical treatment
- Informed consent
- Surrogate decision making for end of life treatment decisions
Presented by: Michael A. Kirtland, Esq., Kirtland & Seal, Colorado Springs, CO
M. Carl Glatstein, Glatstein & O'Brien, Denver, CO
David Koets, M.D., Colorado Advance Directives Consortium, Denver, CO
Special Guest
9:40 - 9:45 a.m.
Adjourn to Breakout Sessions
9:45 - 10:45 a.m.
*BREAKOUT SESSION C
10:45 - 11:00 a.m.
Networking/Refreshment Break
11:00 - 12:00 p.m.
*BREAKOUT SESSION D
12:00
Adjourn
*BREAKOUT SESSIONS
PLEASE INDICATE THE 4 SESSIONS YOU PLAN TO ATTEND ON THE REGISTRATION FORM.
TOPIC # 1.
Medicaid Planning Panel
Elder law attorneys must understand the impact of the Deficit Reduction Act of 2005 (DRA) and how it is being practically applied. To demonstrate application of the DRA, a panel of Medicaid experts will be given a complex planning hypothetical and will be asked to make recommendations to a hypothetical client. The panel will highlight complex planning strategies likely to include:
- Irrevocable income only trusts
- Partial return of transferred assets
- The long term care insurance partnership program
- Annuity purchases by the applicant or spouse
Moderated by:
Shari D. Caton, Esq., Poskus, Caton & Klein, Denver
Presented by:
R. Eric Solem, Esq., Solem, Mack & Steinhoff, Englewoo
Paul Mitchell, Esq., Law Office of Paul Mitchell, Aurora
Bernie Poskus, Esq., Poskus, Caton & Klein, Denver
TOPIC # 2.
Litigating Financial Abuse Cases
- Procedures under 15-10-501 et seq.; (the “judicial toolbox”)
- Procedures for obtaining information in Estate and Protective Proceedings under 15-12-723
- Fiduciary Standards for Agents: Agent duties under 15-14-714
- Litigation in Contempt Proceedings
- Miscellaneous litigation topics: Predatory Lending, Civil Protection Orders
Presented by:
Spencer J. Crona, Esq., Wade Ash Woods Hill & Farley, Denver
Marcie McMinimee, Esq., Steenrod, Schwartz & McMinimee, Denver
TOPIC # 3.
Medicare’s Interest in a Personal Injury Settlement: What Every Elder Law Attorney Needs to Know About Medicare Set-Aside Requirements and Medicare Secondary Payer Rules
- Impact of government benefits (Medicaid, SSI, Medicare, SSDI) on a personal injury settlement
- Medicare’s separate claim in a personal injury liability case
- When should an MSA be created in a personal injury settlement
- Client and attorney liability for not creating an MSA
- Minimizing an MSA allocation from the settlement
Presented by:
Bradley J. Frigon, Esq., Law Offices of Bradley J. Frigon, Englewood
TOPIC # 4.
Advanced Family Law Issues for the Elder Law Attorney
Moderated by:
Marco Chayet, Esq., Chayet & Danzo, Denver
Presented by:
Ann Gushurst, Esq., Gutterman Griffiths, Littleton
TOPIC # 5. (1.2 Ethics Credit)
Rights of the Elderly Incapacitated or Disabled Person
This ethics presentation will discuss various ethical issues faced by Elder Law attorneys as we represent the family members and the elderly/disabled client.
- What are the responsibilities of the attorney when confronted with a family who is doing the right thing for the elderly/disabled person, but against their wishes?
- Is there a Moral responsibility?
- How do we deal with the problems of end of life decisions? What are the constitutional rights of the incompetent / disabled adult?
- What are the ethics of dealing with the incompetent / disabled adult?
Presented by:
Edward H. Ladon, Ph.D., Elder Mediation of Colorado, Adjunct Ethics Faculty, University of Colorado Medical School, Denver
R.E. Chips Portales, Esq., Portales & Associates, Board Member of the Legal Center for People with Disabilities and Older People and Member of the CBA Ethics Committee, Denver
TOPIC # 6.
Cognitive Assessment of the Elderly
- Normal Versus Abnormal Cognitive Decline
- Functional Assessment
- Methods of Assessment
- Testing Considerations, and Why Test?
- Some Frequently Used Psychological Tests
- Use of Collateral Information
- Conclusions Regarding Capabilities, Capacity, and Susceptibility to Undue Influence
Presented by:
Stuart Kutz, Jr., Ph.D., Esq., Denver
Hotel Information
Dates August 26-28, 2010
Elder Law Retreat Headquarters:
Beaver Run Resort and Conference Center
620 Village Road
Breckenridge, CO 80424
(800) 525-2253
Rooms are being held for guests of the Elder Law Retreat until August 12, 2010.
Room rates at the Beaver Run Resort:
Single/Double Occupancy Rate:
$113 Standard & Lodge Rooms plus applicable taxes
$123 Studio & Deluxe Rooms plus applicable taxes
$135 One-Bedroom Suite plus applicable taxes
Please identify yourself as a member of the "Elder Law Retreat" with Colorado Bars Association, CLE in order to receive the group discount. Reservations received after August 12, 2010 will be provided on a space available basis.
To reserve your room, please call (800) 525-2253 and identify yourself as a member of the “Elder Law Retreat” with Colorado Bar Association CLE in order to receive the group discount. Reservations received after August 12, 2010 will be provided on a space available basis.
A one-night deposit per reservation is required within two days of booking the reservation. Reservation will automatically be cancelled if deposit is not received by due date. The remaining balance of the Individual Lodging Reservation shall be due from the member upon arrival.
Sponsors
PLATINUM SPONSORS
GOLD SPONSORS
SILVER
SPONSORSHIPS ARE STILL AVAILABLE!
Please contact Mary Dilworth at [email protected] for additional information.
VA Benefits Accreditation Program
Remember, any attorney who wants to assist clients with a claim for Veterans Benefits must be accredited! If you plan to take this course, you must begin processing your application with Veterans Administration as soon as possible.
In its second year, the Elder Law Retreat is already the go-to event for elder law practitioners. This year, we have partnered with ElderCounsel to provide a pre-retreat, half-day accreditation program for attorneys interested in assisting with VA benefits claims.
The program will take place August 26, 2010, from 1pm - 5pm. It will satisfy the 3 hours of continuing education credit required by the Veterans Administration for accredited attorneys. If you are not yet accredited, there is still time! Most applications are processed within 30-45 days.
Topics include:
The program will take place August 26, 2010, from 1pm - 5pm. It will satisfy the 3 hours of continuing education credit required by the Veterans Administration for accredited attorneys. If you are not yet accredited, there is still time! Most applications are processed within 30-45 days.
Topics include:
- Representation before the VA
- Basic eligibility - pension, compensation, death pension and dependency indemnity compensation claims.
- Claims procedures
- Claimant's right to appeal
Presented by Valerie Peterson, Esq., Executive Director Elder Counsel, Sisters, Oregon
Elder Law Retreat Attendees $59
CBA Members (not attending retreat) $129
Non-Members (not attending retreat) $159
Location Information
Beaver Run Resort - Breckenridge
620 Village Road
Breckenridge, CO 80424
Get directions
620 Village Road
Breckenridge, CO 80424
Registration Fees
| Non Member | $429.00 |
| Non Member | $399.00 |
| CBA | $379.00 |
| CLPE | $359.00 |
| TRUST | $359.00 |
| CBA | $349.00 |
| CLPE | $329.00 |
| TRUST | $329.00 |
| Non Member | $229.00 |
| Non Member | $229.00 |
| New Lawyer | $229.00 |
| Non Member | $229.00 |
| Non Member | $229.00 |
| Non Member | $199.00 |
| Non Member | $199.00 |
| New Lawyer | $199.00 |
| Non Member | $199.00 |
| Non Member | $199.00 |
- General Credits: 13.00
- Ethics Credits: 1.20
- EDI Credits:
To join the CBA or add a Section to your membership click