Agenda

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Please log into the webinar 15 – 30 minutes before start time.

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8:00 – 8:30 am EST
Morning Session
8:30 am – 1:00 pm EST
Break
1:00 – 1:30 pm EST
Afternoon Session
1:30 – 3:30 pm EST

 

Handling Ethical Issues in Representation of the Elderly                     C. Sears
Identifying the client
Preventing conflicts of interest
Determining client capacity
Maintaining client confidentiality

What Every Elder Law Attorney Needs to                     K. Konvicka
Know About Pooled Special Needs Trusts
Overview of a PSNT
Giving your plan a PSNT options
Naming the right beneficiary for qualified plans and insurance policies
A primer on SSI, Medicaid, Medicare and SSDI government benefits
Remainder policies for first and third-party SNTs
• Debunking the myth that all PSNTs keep the remainder
IRA- SECURE Act
• Will the PSNT hold IRA accounts?
POM specifically allows funding from trusts to an ABLE account
• Trust to ABLE transfers to avoid In-kind support and maintenance reduction

Medicaid: Long-Term Care Planning,                     R. Feinman
Estate Planning and Asset Transfers                      D. Gelbman
Planning for Medicaid eligibility
Eligibility criteria
Gifting and other transfers
Spousal impoverishment rules
Penalties and disqualification periods, transferee liability, exceptions
New and expanded restrictions on Medicaid planning
• Viability of asset transfers
• Use of trusts
• Use of annuities
• Viability of Medicaid planning

Reviewing Alternatives to Nursing Home Care                     D. Gelbman
Assisted living
Community care
In-home care
Assistance from Aging and Disability Resource Centers
Cost estimates and financial 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.

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Credits

Virginia Accountants
7.0 CPE Hours

Virginia Attorneys
6.0 MCLE Hours
(Including 1 Ethics Hour)

 

Continuing Education Credit Information
This webinar offers Virginia accountants 7.0 intermediate-level CPE credits in the area of Specialized Knowledge. Knowledge of health care and long-term care are beneficial, and no advance preparation is recommended.

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. Sponsor No. 103015.

This course or program has been approved by the Virginia Mandatory Continuing Legal Education Board for 6 hours of credit, of which 1 hour will also apply in the area of legal ethics or professionalism.

Completion certificates will be awarded to participants who complete this event, respond to all prompts, and earn a passing score (80%) on the quiz that follows the presentation (multiple attempts allowed).

Speakers

Ron Feinman

Virginia Elder Law, PLC
Mr. Feinman, founder and principal in Virginia Elder Law, PLC, is a native of Lynchburg, Virginia. He received his law degree from the University of Virginia in 1979 and maintains a private practice serving all of Central Virginia. Raised in a legal household, Mr. Feinman began practice with his father where he developed expertise in civil litigation, sophisticated real estate law, contracts and commercial law, as well as sophisticated tax and trusts and estate planning. His focus shifted to special needs planning and elder law in the late 1990’s and has been his focus ever since. Mr. Feinman is a member of Wealth Counsel, a national collaborative of estate planning attorneys developing and sharing state of the art planning techniques, documentation and processes, and its sister organization, Elder Counsel, with a similar focus on Elder Law. For many years Mr. Feinman participated as a member of Medicaid Practice Systems, another nationwide Elder Law attorney consortium. He is a member of the National Association of Elder Law Attorneys (NAELA) and serves on the board of the Virginia Academy of Elder Law Attorneys (VAELA). He spent 9 years as a board member of the Commonwealth Community Trust (a nationwide pooled disability trust located in Richmond Virginia) and still serves on its Disbursement Committee; he drafted the amendments to allow the Trust to accept clients from all 50 states and to incorporate Medicare set aside sub-trusts under its master trust agreement. Mr. Feinman is past member of the Charitable Planning Committee of the Association for Advanced Life Underwriting and is a former board member and past president of the National Association of Philanthropic Planners (NAPP). Mr. Feinman is a member of the Virginia State Bar Taxation Section and the Trusts and Estates Sections, and the Central Virginia Estate Planning Council.

Doris Gelbman

Gelbman Law, PLLC
Ms. Gelbman enjoyed success in two nonlegal careers before returning to school and then law school. Following law school, Ms. Gelbman went to work for a large law firm in Boston and spent time in the litigation department honing her new legal skills under the supervision of senior, experienced lawyers. In mid-2009 she relocated to Virginia to care for her parents in Lynchburg, Virginia. It was in this transition that Ms. Gelbman learned about the difficulties faced by the aging and their families. She learned that when the elderly – or their adult children – have an advocate, the older adult (and their family members) can concentrate on what is far more important: getting better and maintaining the best possible quality of life. After success stabilizing her own parents’ situation, she decided to help those who were having difficulty helping themselves. In late 2009, Gelbman decided to turn her practice to taking on the role of advocate for others. While waiting for her Virginia law license, she assisted in editing the latest edition of the definitive Massachusetts Practice manual’s section on Elder Law, working with Massachusetts’ most experienced elder law attorneys. After successfully passing the Virginia Bar Exam, Ms. Gelbman opened her own practice and within a single year, developed a thriving practice and remains in high demand. She appears monthly at the Center at Belvedere (formerly The Senior Center) She is a guest lecturer for the University of Virginia’s Law School Elder Law Clinic on issues related to mental capacity. She also frequently teaches at conferences and Continuing Legal Education on mental capacity, elder abuse, and surrogate decision making. She is an active member the National Academy of Elder Law Attorneys (NAELA) and its Virginia chapter, VAELA She is also a member of the Charlottesville/Albemarle Bar Association (CABA), serving as the chair of the Elder Law Sections and is a member of and the Women’s Bar section.

Karen Dunivan Konvicka

Commonwealth Community Trust
Ms. Dunivan Konvicka serves as director of Client Services and as general counsel for Commonwealth Community Trust (CCT). When in private practice, Ms. Konvicka specialized in public benefits law and estate and trust planning and administration for individuals with special needs. Ms. Konvicka maintains her memberships in the Virginia State Bar, the National Association of Elder Law Attorneys (NAELA), and the Virginia Association of Elder Law Attorneys (VAELA) and enjoys continuing to educate attorneys and families about special needs planning from the pooled trust perspective.

Cathy Sears

The Peninsula Center for Estate and Lifelong Planning
Ms. Sears is a 2017 graduate of the College of William & Mary School of Law. During law school, she worked as a law clerk for The Peninsula Center. She also worked extensively with the William & Mary Elder & Disability Law Clinic, and was a staff member of the William & Mary Journal of Women and the Law. Ms. Sears graduated summa cum laude from Franklin & Marshall College. She is a member of the Phi Beta Kappa, Pi Sigma Alpha, and Pi Gamma Mu honor societies. She served on the executive boards of the John Marshall Pre-Law Honor Society and the John Newman Association. She also completed internships at a non-profit legal services office and at a Magisterial District Court in Pennsylvania. Ms. Sears focuses her practice on estate planning and elder law, and has experience in drafting estate planning documents, caregiver agreements, and guardianship/conservatorship proceedings. She is also familiar with the application processes for long-term care Medicaid, SSI/SSDI, and veterans benefits. She is the chair of the Life Care Planning practice area at The Peninsula Center.