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Description
Monday, October 23 and Tuesday, October 24, 2023
Chicago Marriott Southwest at Burr Ridge and Live Webcast
DAY TWO
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TRACK A Moderated by:Catherine E. Lenert, Mickey, Wilson, Weiler, Renzi, Lenert & Julien, P.C./Elder Law Center, P.C., Sugar Grove & |
TRACK B Moderated by: Melissa Johnson, Generation Law Ltd., Elmhurst |
9:00 – 10:00
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Wrangling the Monster: Long-term Care Insurance Stana Martin, Mrs LTC., Inc., Independence, MO |
Pre-Filing
Considerations in Contested Trusts & Jesse Footlik, Peck Ritchey, LLC, Chicago |
10:00 – 10:10 |
Break |
Break |
10:10-11:10
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Beginners Guide to Basic Medicaid Planning Paige N. Fox, Fox Law, LLC, Chicago |
Post-Filing
Considerations in Contested Trusts & Ashley C. Coppola, Clark Hill PLC,Chicago |
11:10 – 11:20 |
Break |
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11:20-12:20
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Tax Tips and Traps for Seniors, Estates and Trusts The income tax laws pertaining to estates and trusts can seem daunting. However, the most important tax code provisions relevant to attorneys and their clients are relatively simple and easy to understand. This seminar will explore those income tax code provisions as they relate to estates, trusts and our aging clients so you can apply them easily your practice. Amy DeLaney, DDV Law, Ltd., Orland Park, Oak Brook & Chicago & |
Using Special Needs Trusts in an Elder Law Practice SPONSORED BY: Life’s Plan, Inc. Kathryn C. Casey, Dutton Casey & Mesoloras, PC, Chicago & |
12:20 – 1:10 |
Lunch Break |
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1:10 – 2:10
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Overview of Medicaid Waiver Programs
Wendy S. Cappelletto, Office of the Public Guardian of Cook County, Chicago
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Estate Planning in Adult Guardianships Planning when the Ward has testamentary capacity and when the Ward does not and the guardian is planning for the Ward, including Ray J. Koenig III, Clark Hill PLC, Chicago & |
2:10 – 2:20 |
Break |
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2:20 – 3:20 |
Real Estate and Probate Jennifer M. Lynch, June Prodehl Renzi & Lynch, LLC, Joliet
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Citations to Discover and Recover This session will be examining the rules and procedures surrounding citations to discover and citations to recover in probate estates, including some of the more nuanced challenges and complications involved in citation proceedings. |
3:20 – 3:30 |
Break |
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3:30 – 4:30 |
Long-Term Care Medicaid Appeals Attendees will learn how to navigate next steps in adjudicating a denial or adverse Medicaid decision. This includes information on how to file an administrative appeal, reviewing administrative rules, and highlighting practice tips in preparing for an administrative appeal. Presenters will review a comprehensive guide containing pertinent citations that will assist both new and seasoned practitioners in representing clients in administrative appeals. Megan Kinney, Land of Lincoln Legal Aid, East St. Louis |
Settlement Agreements
Kate Curler, The Law Offices of Kate Curler, Chicago |
4:20 Adjourn
&= IICLE® Publications Author