7th Annual Elder Law Retreat
August 2015
7th Annual Elder Law Retreat
Co-Sponsored by the Elder Law Section of the Colorado Bar Association and the Colorado Chapter of National Academy of Elder Law Attorneys
Program Description:
7th Annual Elder Law Retreat
When:
Thursday, August 27 – Saturday, August 29, 2015
Where:
The Westin Snowmass Resort
100 Elbert Lane
Snowmass Village, Colorado 81615
Credits:
Submitted for 11 General CLE Credits, Including 3.8 Ethics Credits
The Westin Snowmass Resort is located in the center of Snowmass Village. The resort offers convenient access to year-round mountain recreation and all the cultural amenities of the Aspen/Snowmass area
Come to be a part of the fastest-growing elder law program in Colorado!
Hotel / Lodging Info:
Dates August 27-29, 2015
Elder Law Retreat Headquarters:
The Westin Snowmass Resort
100 Elbert Lane
Snowmass Village, Colorado 81615
800-525-9402
Reservations or cancellations must be made by August 15, 2015
Room rates at The Westin Snowmass Resort:
Single/Double Rate: 149/night plus applicable taxes
Triple: $174/night plus applicable taxes
Quad Rate: $199 plus applicable taxes
Please identify yourself as a member of the “Colorado Bar Association CLE” group in order to receive the group discount.
CANCELLATIONS: If you are unable to attend, please notify CBA-CLE by AUGUST 20, 2015 and we will gladly refund your tuition in full. Cancellations after August 20th will be refunded less a $100 cancellation fee OR you may send someone in your place.
THANK YOU to our 2015 Sponsors confirmed to date:
Platinum
Colorado Fund for People with Disabilities/Colorado State Bank & Trust
JAMS
Lifecare Innovations
The Care Navigator
Gold
CBA-CLE Books
ElderCounsel
Silver
Baysore & Christian Fiduciary Services LLC
Colorado Guardianship Association
Eide Bailly LLP
InterActive Legal
Interim Healthcare
Krause Financial Services
McTeam Real Estate
Seal Financial Services
PROGRAM AGENDA:
Thursday, August 27, 2015
1:15pm
Welcoming Remarks and Opening Announcements
Extended by Arlene Barringer, Esq., Glatstein & O'Brien LLP, and Nancy Peterson, Esq., The Peterson Law Firm LLC, Program Co-Chairs
PLENARY SESSION
1:25pm
Maximizing Social Security Retirement Benefits - Inside the Black Box:
What You and Your Clients Need to Know About Claiming Social Security Retirement Benefits
Can you knowledgeably answer the question, “When should I file a claim for Social Security Retirement Benefits?” or, do you feel like you have entered the Land of Oz? What is a PIA? What’s a WEP? GPO anyone? AIMEs, MFBs, DIBs and RIBs, DRCs, all revolving around the FRA and governed by the POMS. Confused? This session will help you to learn enough about Social Security so as to be prepared to properly counsel a client about his or her options for claiming (and maximizing!) Social Security retirement benefits as a client approaches age 62, i.e., “early retirement age.”
Presented by Avram L. Sacks, Esq., Attorney at Law, Greater Chicago Area
2:15 - 2:30pm
Networking Break with Sponsors
2:30 – 3:20pm
Maximizing Social Security Retirement Benefits - The Black Box Revealed: Case Studies
Presented by Avram L. Sacks, Esq., Attorney at Law
3:20 - 3:35pm
Networking Break with Sponsors
BREAKOUT SESSION A:
3:35 - 4:45pm
Topic A1:
Special Topics in Social Security Law For the Elder Law Attorney: Coordinating Disability Benefits with Retirement Benefits and Understanding Benefits for the Disabled Adult Child
Presented by Avram L. Sacks, Esq., Attorney at Law, Greater Chicago Area
Topic A2:
2015 Trends in VA: Programs and Applications for Long Term Planning
The Veteran's Administration is undergoing changes in how it handles applications for benefits and changes in programs to allow veteran's to remain in their homes. Regulations are changing, but the application process has already changed. This program will address issues of how VA benefits work and how the attorney can use these programs in their planning for their clients, even if they are not an accredited VA attorney.
Presented by Phil Vanderhamm, Accredited Agent for the Veteran’s Administration, and Rose Zapor, Esq., (VA Accredited Attorney), The Zapor Law Office, PC
Topic A3:
Sex, Drugs, and Rock and Roll: Atypical Beneficiary Requests
A panel discussion reviewing uncommon beneficiary requests made to trustees, conservators, guardians and agents. Case law, litigation avoidance, drafting tips, decision making tools and distribution structures will be discussed with perspective provided from three different professional fiduciaries and counsel.
Presented by:
Marco Chayet, Esq., Chayet & Danzo LLC
Megan Brand, ED, Colorado Fund for People with Disabilities
Peter Wall, Vice President, Colorado State Bank and Trust
6:00 – 7:30pm
Welcome Reception
Friday, August 28, 2015
7:30am
Registration Open / Continental Breakfast / Visit with Sponsors
8:15am
Opening Remarks/Housekeeping Announcements
8:30 – 9:20 am
Criminal Prosecution of Financial Exploitation of the Elderly
Presented by Paul Greenwood, Esq., San Diego County Deputy District Attorney, Head of Elder Abuse Prosecution Unit
9:20 – 9:35am
Networking Break with Sponsors
BREAKOUT SESSION B:
9:35 - 10:45pm
Topic B1:
The Compensation and Cost Recovery Act: Make It Pay Off for You and Your Clients
A review of the probate compensation statute with an emphasis on practice tips and suggestions to make it work for you and your clients.
Presented by Tammy D. Conover, Esq., Conover Law LLC, and Christine J. Law, Esq., Christine J. Law Attorney LLC
Topic B2:
Legal and Financial Solutions for Long-Term Care Planning
Presented by John J. Campbell, Esq., CELA, MSCC, Law Offices of John J. Campbell, PC
Topic B3:
Criminal Prosecution of Financial Exploitation of the Elderly
Presented by Paul Greenwood, Esq., San Diego County Deputy District Attorney, Head of Elder Abuse Prosecution Unit
Topic B4:
Practical Tips for Fiduciaries and their Counsel
Presented by Melissa R. Schwartz, Esq., Steenrod Schwartz & McMinimee LLP
10:45 - 11:00am
Networking Break with Sponsors
BREAKOUT SESSION C:
11:00am - 12:10pm
Topic C1:
Rewrite of Rule 1.14
Presented by Michael Kirtland, Esq., LL.M., CELA, Kirtland & Seal LLC
Topic C2:
The Affordable Care Act As It Relates to Medicare, Medicaid, Long-Term Supports and Services and Modified Adjusted Gross Income (MAGI)
Presented by Mary Catherine Rabbitt, Esq., Disability Law Colorado
Topic C3:
Practical Tips for Fiduciaries and Their Counsel
Presented by Melissa R. Schwartz, Esq., Steenrod Schwartz & McMinimee LLP
Topic C4:
The REALity Behind the Decision-making: Filing of Charges, Plea Bargaining, and Sentencing
Presented by:
Candace K. Werth, Esq., 1st Judicial District
Jane L. Walsh, Esq., 20th Judicial District
Robyn J. Cafasso, Esq., 17th Judicial District
Paul R. Greenwood, Esq., San Diego County Deputy District Attorney
12:10 – 12:25pm
Networking Break with Sponsors
12:25 - 1:35pm
Optional Luncheon with Presentation (Please Sign up on the Registration Form)
Participants may purchase the buffet lunch through the Westin Hotel and bill to your Westin Hotel Room or pay with credit card/cash at the presentation.
Federal Legislation/Hot Topics from NAELA
Presented by Bradley Frigon, Esq., Law Office of Bradley J. Frigon
1:35 – 1:50pm
Networking Break with Sponsors
1:50 - 2:40pm
Prosecuting Elder Abuse: Working Together to Protect Seniors
Candice K. Werth, Esq., 1st Judicial District
Jane L. Walsh, Esq., 20th Judicial District
Robyn J. Cafasso, Esq., 17th Judicial District
2:40pm
Adjourn
5:30 – 7:00pm
Annual Wine Tasting - Don’t miss this opportunity to experience world-class wines and visit with colleagues in an informal setting with tasty appetizers, and great conversation
Saturday, August 29, 2015
7:30am
Registration Open / Continental Breakfast / Visit with Sponsors
8:30 - 8:45am
Opening Remarks, Acknowledgements and Presentation
PLENARY SESSION
8:45 – 9:35am
Ethics
The ethics and practical skills related to representing elder clients when there is family conflict about the client's ability to care for himself or herself, where the client will live, and the financial issues attending these difficult circumstances.
Presented by the Honorable Russell Carparelli, Colorado Court of Appeals, (ret.), Colorado Court of Appeals, Mediator, Conflict Resolution Services, Inc.
9:45 – 10:35am
Lightning Round Hot Topics (and Drawings):
Solutions for Life's Unexpected Changes
Presented by Pamela Wilson, MS, BS/BA, CG, CS, The Care Navigator
The Fiduciary's Toolbox – Working with Outside Counsel & Advisors
Presented by James S. Montague, JD, Senior Vice President & Personal Trust Market Manager, Colorado State Bank and Trust, and Emily Brager, Director of Private Services, Colorado Fund for People with Disabilities
Recent Developments in Elder Law Dispute Resolution
Presented by Collie Norman, Esq., Mediator and Arbitrator, JAMS
Care Audits: A Hedge Against Risk
Presented by Jennifer Krulewich, MSW LSW, Senior Lifecare Manager, LifeCare Innovations
10:35 – 11:00am
Networking Break with Sponsors
BREAKOUT SESSION D:
11:00am - 12:10pm
Topic D1:
Mandatory Reporting of Abuse and Exploitation of At-Risk Elders – Where are We a Year Later?
A discussion of the impact the Mandatory Reporting Law has had on cases from the perspective of County Adult Protective Services and Court Appointed Counsel, including expansion of the law and other related trends, case examples and Q&A.
Presented by:
Lisa R. DiPonio, Esq., DiPonio & DiPonio
David M. Bernhart, Jr., Esq., Assistant City Attorney
TOPIC D2:
Third Party Special Needs Trusts – Funding and Administration Issues
A discussion of third party special needs trusts funding and administration issues with a focus on those created following an event causing an individual to experience a permanent disability.
Presented by:
Claire E. Dineen, Esq., Law Office of Claire E. Dineen
Virginia "Ginny" Frazer-Abel, Esq., Pelegrin Radeff & Frazer-Abel PC
Topic D3:
Ethics Lightening Round: The Issues No One Wants to Touch!
An interactive game show-style discussion of the practical application of ethical issues in a probate practice, including questions and responses on issues related to the role of a Guardian ad Litem; the role of court appointed counsel; Colorado Rule of Professional Conduct 1.14; whether a party has capacity; and hot topics related to Sorensen [ITAL] and Milstein [ITAL].
Presented by:
N. Susie Germany, Esq., The Germany Law Firm PC
Martha L. Ridgway, Esq., Martha L Ridgway PC
Topic D4:
Right to Intimacy
Presented by:
Catherine Seal, Esq., LL.M, CELA, Kirtland & Seal LLC
Michael Kirtland, Esq., LL.M., CELA, Kirtland & Seal LLC
12:10pm
Adjourn
THANK YOU FOR ATTENDING THE 2015 ELDER LAW RETREAT!
Location Information
Westin Snowmass Resort
100 Elbert Lane
Snowmass Village, CO 81615
Get directions
100 Elbert Lane
Snowmass Village, CO 81615
Registration Fees
| Non Member | $439.00 |
| CBA Member | $399.00 |
| CBA Elder Law Section Member | $369.00 |
| CBA Trust & Estate Law Section Member | $369.00 |
| NAELA Member | $369.00 |
| Colorado Guardianship Association Member | $369.00 |
| New Lawyer - Trust & Estate Law Section Member, in practice <5 years | $279.00 |
| New Lawyer - CBA Elder Law Section Member; in practice < 5 years | $279.00 |
| New Lawyer Edge Member | $199.50 |
| CLEACCESSPASS---ELITE Pass Holder | $199.00 |
- General Credits: 11.00
- Ethics Credits: 3.80
- EDI Credits:
To join the CBA or add a Section to your membership click