Illinois Elder Law and Planning Update
DISCLAIMER
Before undertaking any on-demand effort, you should review the rules of your licensing/certifying entity.
It’s your responsibility to determine whether this on-demand course meets your continuing education requirements.
You must take and pass a quiz to receive credit. You can take the quiz as many times as needed and there is no time limit on the quiz.
Once the quiz is completed, you will be asked to download your certificate.
**Any on-demand programs that qualify for AIA or LACES credit will require an additional 2 business weeks for processing.
**AIA credit is not available in USB format.
Streamable MP4/PDF
You will receive an automated email letting you know when your On-Demand package is available approximately 3 business days after the date of the live event or the date of your order, whichever is later.
**Any streamable on-demand programs that qualify for AIA or LACES credit will require an additional 2 business weeks for processing.
The automated email letting you know when your On-Demand package is available will contain links to the video recording, materials, and program quiz.
To track your purchase, you will need to create an account on the website using the email address used for your registration.
For AIA requirements only, the on-demand recording will have occasional question prompts that will not allow the video to progress unless they are answered, and you will not be able to skip forward while watching the video.
Please note, if you attempt to resume watching the video on a separate device, your progress will not be saved.
Click the link which appears at the end of the video to be taken to the course quiz.
You will have unlimited access to the on-demand video recording, and it will never expire.
USB MP4/PDF
HalfMoon will mail these materials via USPS.
USB orders ship approximately 3 business days after the program takes place or after the order is placed, whichever date is later. Please allow an additional 7-10 business days for shipping.
**Any USB on-demand programs that qualify for LACES credit will require an additional 2 business weeks for processing.
**AIA credit is not available in USB format.
The link to the quiz will be available in a PDF in your USB drive marked QUIZ.
HalfMoon will contact you and issue a full refund if the product you ordered is not available. However, refunds will not be issued if completion certificates are requested.
Please contact HalfMoon Education if you have any questions during the process of taking this course. (715) 835-5900 or qchapman@halfmoonseminars.org
Agenda
Webinar instructions will be emailed before the date of the webinar.
Please log into the webinar 15 – 30 minutes before the start time.
Thursday, September 5, 2024
8:30 am – 4:30 pm CDT
Medicare: Addressing Clients’ Basic Questions
Presented by: Alan I. Gray
- Medicare basics
- Long-term care options
- Part B enrollment
- Medicare advantage
- Medicare Part D
Handling Elder Abuse Claims
Presented by: Joseph W. Pieper
Handling Ethical Issues in Representation of the Elderly
Presented by: Joseph W. Pieper
- Identifying the client
- Preventing conflicts of interest
- Determining client capacity
- Maintaining client confidentiality
Preventing and Recognizing Elder Abuse/Neglect
Presented by: Mallory Moreno
- Financial exploitation
- Caregiver neglect/abuse
- Nursing home neglect/abuse/negligence
- Nursing home duties and liability
Asset Protection Planning for the Elderly and Disabled Persons
Presented by: Jeffrey P. Story
Asset Protection Case Studies
Presented by: M. Fogarty
- Special needs situations
- Single people
- Married people
- Death of the first spouse opportunities
- IRA planning options
Webinar Instructions
All attendees must log-on through their own email – attendees may not watch together if they wish to earn continuing education credit. HalfMoon Education Inc. must be able to prove attendance if either the attendee or HalfMoon Education Inc. is audited.
Certificates of completion can be downloaded in PDF form upon passing a short quiz. A link to the quiz will be sent to each qualifying attendee immediately after the webinar. The certificate can be downloaded from the Results page of the quiz upon scoring 80% or higher.
Webinars are presented via GoToWebinar, an easy-to-use application that can be run on most systems and tablets. Instructions and login information will be provided in an email sent close to the date of the webinar. It is highly recommended that you download, install and test the application before the webinar begins by clicking on the link in the email.
GoToWebinar App requirements:
Windows 7 – 10 or Mac OSX Mavericks (10.9) – macOS Catalina (10.15)
Web Browser:
The two most recent version of the following browsers:
Google Chrome, Mozilla Firefox, Apple Safari, Microsoft Edge
Internet Explorer v11 (or later) with Flash enabled.
Internet connection: Minimum of 1Mbps Hardware: 2GB RAM or more
For more information, visit the Support section at www.gotowebinar.com
Credits
Attorneys
Pending
Accountants
8.4 CPE Credits
Continuing Education Credit Information
This webinar is open to the public and is designed to qualify for up to 8.4 CPE credits for accountants and 7.0 CLE credits for attorneys in Illinois.
This webinar offers accountants 8.4 CPE credit hours (based on 50-minute hours) of intermediate-level group internet-based CPE credits in the area of Specialized Knowledge. Knowledge of estate planning is beneficial, and no advance preparation is recommended. NASBA Sponsor No. 103015.
HalfMoon Education Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
This webinar has been submitted to the MCLE Board of the Supreme Court of Illinois for CLE accreditation, which is currently pending. Please visit this course listing at www. halfmoonseminars.org for updates on pending credits.
Attendance will be monitored, and attendance certificates will be available after the webinar for those who attend the entire course and score a minimum 80% on the quiz that follows the course (multiple attempts allowed).
On-Demand Credits
The preceding credit information only applies to the live presentation. This course is not approved by any licensing boards in an on-demand format.
Speakers
Martin Fogarty
Estate Planning, Elder Law Attorney and Founder of The Heartland Law FirmDriven by a passion for solving problems and a deep sense of compassion, Mr. Fogarty has a commitment to help families navigate life’s challenges. The Heartland Law Firm helps families through life’s transitions, protecting and restoring order and well-being to clients. Throughout his career, He has guided countless clients through the complexities of estate planning, ensuring their legacies are protected and their wishes honored. Mr. Fogarty’s expertise extends to wills, trusts, powers of attorney, and elder law, with a particular focus on safeguarding client well-being through major life events.
Alan I. Gray, CPA
President of Alan Gray Financial Services (AGFS)After going on Medicare a few years ago he decided that if he could get the proper training and certification, he would like to help other people with the process of getting Medicare Supplements and plans. Mr. Gray specializes in helping both people going on Medicare for the first time as well as people who are already on Medicare navigate the Medicare maze and pick the best and most cost effective plan for their individual needs. The process is complicated but he helps make it simple and easy to understand. Besides meeting with clients he holds information Medicare 101 meetings in the local area at various venues, including Medical Centers, libraries and community centers. He received a Bachelor of Science degree from Southern Illinois University. Mr. Gray is a Registered Certified Public Accountant and is also a licensed insurance agent. He has over 40 years’ experience working with investment management organizations and financial distribution companies in leadership roles.
Mallory Moreno
Attorney with Chuhak & Tecson, P.C.Ms. Moreno is a CELA (Certified Elder Law Attorney), an exclusive honor bestowed on a select group of attorneys by the National Elder Law Foundation. There are only 17 CELAs in Illinois providing creative solutions for clients who are faced with elder law issues. From complete estate and long-term care planning to addressing urgent and often expensive healthcare situations, she devotes her practice to advocating and helping individuals and families maximize the independence and quality of life of seniors and people with disabilities. Her practice focuses in estate planning, adult guardianships, estate and trust administration and litigation, including financial exploitation, will and trust contests, fiduciary disputes, issues of capacity, powers of attorney, undue influence, citations and fraud. Ms. Moreno also handles long-term care planning, Medicaid, Medicaid appeals, special needs planning and disability law. She is on the Board of Directors and is the immediate past president of the Illinois Chapter of the National Academy of Elder Law Attorneys (IL NAELA), an organization closely involved in advancing legislation on behalf of elder law attorneys and their clients.
Joseph W. "Joe" Pieper
Attorney at Law, LLCMr. Pieper has been practicing law for over thirty (30) years, focusing his area of expertise in Probate, involving the administration and litigation of adult disabled estates, decedent’s estates, and minor’s estates. He is regularly appointed as a Guardian ad Litem, attorney for respondents in adult guardianship cases, and as a special administrator in the Probate Division of the Circuit Court of Cook County. Mr. Pieper also provides estate planning for his clients, including drafting wills, trusts and Powers of Attorney. In addition to probate matters, he also serves clients seeking residential real estate assistance. He has spoken on various topics, including assisting attorneys in the Chicago Volunteer Legal Services Foundation (“CVLS”) training program for Guardians ad Litem, and the Guardian ad Litem’s role in domestic violence situations. Mr. Pieper has been a member with CVLS for over 20 years. In 2002 he received the Distinguished Service Award from the CVLS in recognition of the pro bono work that he has done for the organization. In 2017, He received the Pro Bono Alumni Award from DePaul University College of Law. Joe was also one of the attorneys featured in the September 2011 issue of Chicago Lawyer in the magazine’s issue on pro bono work. Prior to becoming an attorney, Mr. Pieper worked for Merrill Lynch Futures in its Commodity Operations Division at the Chicago Board of Trade for sixteen (16) years. He filled various management roles at Merrill Lynch. While working at Merrill Lynch, Mr. Pieper attended Northwestern University where he received a Bachelor of Arts Degree in Economics graduating with honors as a Phi Beta Kappa. He then went on to DePaul University College of Law, where he earned his Juris Doctor, and graduated with honors in the top ten percent of his class. Mr. Pieper continues to advocate for his clients with personalized and professional attention to all matters.
Jeffrey P. Story
Attorney with Law Office of Jeffrey P. Story, LLCMr. Story is a seasoned Estate Planner for a range of clients and a Special Needs attorney. He knows how to help elders using specific trusts for asset protection and receiving family support, where desired. Helping elders remain at home or age in place with family members is part of his goal for helping elders, in addition to offering Estate Planning documents to facilitate their care at home and prepare Advanced Planning documents. Special Needs beneficiaries may well need to live in a community of their peers to have a more fulfilling life than living with a skilled caregiver. While it is not perfect, planning to live abroad well before long-term care is necessary is a way to obtain quality healthcare and live in a culture that values older people culturally. Mr. Story has a son, Gabriel, whom he enjoys spending time with. They like to bicycle in the beautiful forest preserve trails in Illinois and enjoy the cultural and natural joys this Great Lakes region has to offer.