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Elder Law Institute 2022

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TypeTitleStartEndCLEPrice
Remote - Live Webcast Day One

STARTThu., Jul. 21, 2022
9:00 AM
ENDThu., Jul. 21, 2022
4:30 PM
CLE 5 sub/1 eth PRICE Regular: $299.00
New Attorney: $150.00
Remote - Live Webcast Day Two

STARTFri., Jul. 22, 2022
9:00 AM
ENDFri., Jul. 22, 2022
4:10 PM
CLE 5 sub/1 eth PRICE Regular: $299.00
New Attorney: $150.00

About

Due to ongoing construction at our Philadelphia facility, day one of the Institute will no longer be in-person. Both days are now live webcasts only.

The event of the year for every elder law professional is back!
The first day of the Institute will consist of one track of the most important topics presented by dynamic and talented faculty. The second day of the Institute offers the session choices that you have come to love about the Institute. We will offer a "build your own" Institute in a virtual format that you can take from the comfort of your home or office. Join us this year as the Elder Law Institute continues to provide you with the practical teaching with realistic solutions to everyday and unexpected problems in elder law.

The Institute is the Go-To Event of the Year
The Institute is the premier event of the year for everyone practicing in the elder law field. You'll be updated on all the newest developments, including proposed guardianship legislation, special needs trusts and home and community based services waivers. With 23 sessions, you can create a learning event best suited to your practice.

The Institute Kicks off with the Always Popular "Year in Review"
Take this opportunity to stay on top of all of the significant developments in elder law in our opening session. In this energetic discussion, you will be taken on a journey through all of the new and important case law and regulatory changes. It's the perfect way to explore what is happening across a broad spectrum of elder law issues. You'll also get a glimpse at what is on the horizon in elder law.

New this Year! Martin Shenkman joins us to explore important elder law topics
On day one, Martin Shenkman will present a session on planning and drafting irrevocable trusts, as well as a session on chronic illness planning. You won't want to miss the valuable information he will provide.

Back by popular demand! Avi Sacks will share practical insights about social security disability
We are offering you a chance to watch the introductory session that Avi presented at the Elder Law Institute in 2021. Once you sign up for the Institute, you will have access to a link for the previous program in your electronic library. Be sure to watch this session in preparation for the deep dive that Avi will take this year to provide some practical take-aways.

Public Interest Attorneys - Scholarship Available!
The PBA Elder Law Section is offering scholarships for public interest attorneys who are elder law section members. The scholarship will cover registration fees as well as hotel and reasonable travel expenses. The funds will be provided on a first come, first serve basis. For more information and to apply Click Here.

Schedule for Thursday, July 21, 2022

9:00 - 10:30 am

Year in Review

Marielle Hazen, Rebecca Hobbs

 

10:30 - 10:50 am

Break

 

10:50 - 11:50 am

Planning and Drafting Irrevocable Trusts

Martin Shenkman

 

11:50 am - 1:00 pm

Lunch

 

1:00 - 2:00 pm

Chronic Illness Planning

Martin Shenkman

 

2:00 - 2:20 pm

Break

 

2:20 - 3:50 pm

Intersection of Family Law and Elder Law (ETHICS)

Chari Alson, Dorota Kozak

 

3:50 - 4:10 pm

Break

 

4:10 - 5:10 pm

Advanced Directives for Dementia Patients

Peter Strauss

 

Schedule for Friday, July 22, 2022

9:00 - 10:00 am

Social Security Disability Hypotheticals

Avi Sacks

 

10:00 - 10:10 am

Break

 

10:10 - 11:10 am

Concurrent sessions (Choose one)

How to Be an Elder Law Warrior

Stan Vasiliadis

Navigating the Home and Community Based Services Waiver Enrollment Process

Marianne Kreisher, Ann Vetrano, Pam Walz

Appealing Adverse Decisions to the BHA and Beyond
Anthony Marone, Mark Newell

VA Compensation Benefits Walkthrough

John Kamarados

 

11:10 - 11:20 am

Break

 

11:20 am - 12:20 pm

Concurrent Sessions (Choose one)

Guardianship - Proposed Legislation

Patrick Cawley, Sally Schoffstall, Pam Walz

Getting Grandma's Nest Egg Back

Deb Speyer, Sandra Grannum

Special Needs Trusts: Advocacy and Administration

Nancy Murray, Amy Dolan Strano

Intersection of Medicaid and VA Benefits

Rob Schweitzer

 

12:20 - 12:50 pm

Lunch

 

12:50 - 1:50 pm

Concurrent Sessions (Choose one)

An Insider's Tour of Microsoft 365

Ben Schorr

What You Need to Know About Medicare

Linda Anderson, Bill McKendree

Estate Recovery Update

Scott Foster, Bob Gerhard

VA Claims and Appeals Process Overview

John Kamarados

 

1:50 - 2:00 pm

Break

 

2:00 - 3:00 pm

Concurrent sessions (Choose one)

Impact of Mental Health on Planning in Seniors Redux

Dr. Steven Weisblatt, Tammy Weber

An Hour with the PA Department of Human Services

Ryan Burroughs, Mark Newell, Lesley Oakes, Zach Rivenbark, Dana Breslin (moderator), Rob Clofine (moderator)

Medicaid Annuities in Practice

Matt Parker

Elder Abuse & Neglect: Protecting our Most Vulnerable

Martye Cohen, Kelly Rambo-Williams, Stan Vasiliadis

 

3:00 - 3:10 pm

Break

 

3:10 - 4:10 pm

Ethical Issues in Elder Law and How to Solve Them (ETHICS)

Carol Sikov Gross, Vicotria White

 

All attendees will receive the course materials as a digital book. A printed copy of the course book is available, at a discount to attendees, for $80. Additional copies are available at full price. If you wish to purchase the printed version of the course book, please call PBI customer service at 800-932-4637. Please allow up to two weeks after the program for the printed version of the course book to be shipped.
ProPass - Online does not apply to institute programs delivered by webcast.

Practice Areas

Faculty

NameFirm/Company
Chari M. Alson Esq., CELA Anderson Elder Law
Linda M. Anderson Esq. Anderson Elder Law
Sarah L. Bjorkman PA Department of Human Services
Dana M. Breslin Esq., CELA Pappano & Breslin
Ryan M. Burroughs
Patrick S. Cawley Esq.
Robert Clofine Esq., CELA The Elder Law Firm of Robert Clofine
Martin D. Cohen Esq. Cohen Feeley Altemose & Rambo (Bethlehem)
W. Scott Foster Esq. PA Department of Human Services (Office of General Counsel Hbg)
Dorota K. Gasienica-Kozak Esq. King, Spry, Herman, Freund & Faul, LLC
Robert C. Gerhard III, Esq. Gerhard & Gerhard PC
Sandra D. Grannum Esq. Faegre Drinker Biddle & Reath LLP (Florham Park)
Carol Sikov Gross Esq., CELA Sikov & Love
Marielle F. Hazen Esq., CELA Hazen Law Group
Rebecca A. Hobbs Esq. O'Donnell Weiss & Mattei PC (Pottstown)
John Stanley Kamarados Esq. Kamarados Law Offices
Marianne E. Kreisher Esq., NCG, CELA Kreisher Marshall & Associates, LLC
Anthony L. Marone Esq. Harvey Ballard & Bornstein
William McKendree JD, MPA
Nancy J. Murray Achieva
Mark J. Newell Esq. PA Department of Human Services (Office of General Counsel Phila)
Lesley Smith Oakes Esq.
Matthew J. Parker Esq., CELA Marshall Parker & Weber LLC (Williamsport)
Kelly Clifford Rambo-Williams Esq. Cohen Feeley Altemose & Rambo (Bethlehem)
Zachariah L. Rivenbark Esq. PA Department of Human Services ( Office of General Counsel PGH)
Avram L. Sacks Esq.
Sally L. Schoffstall Esq., CELA Schoffstall Elder Law LLC
Ben M. Schorr Microsoft Corporation
Robert K. Schweitzer Esq., CELA Julian Gray Associates
Martin M. Shenkman CPA, MBA, PFS, AEP, JD Martin M. Shenkman, P.C.
Debra G. Speyer Esq. Law Offices of Debra G Speyer
Amy Dolan Strano Esq. Achieva
Peter J. Strauss Esq. Pierro, Connor & Strauss, LLC
Stanley M. Vasiliadis Esq., CELA Vasiliadis Pappas Associates LLC
Ann Vetrano Anderson Elder Law
Pamela Walz Esq. Community Legal Services of Philadelphia (North Phila)
Tammy A. Weber Esq., CELA Marshall Parker & Weber LLC (Williamsport)
Steven A. Weisblatt MD
Victoria L. White Esq. Pennsylvania Bar Association (1)
Faculty may vary by location.
PBI reserves the right to substitute speakers at all programs.
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