Return Service Requested P.O. BOX 16562 COLUMBUS, OHIO 43216-6562 2019 Ohio Elder Law Institute March 14 & 15, 2019 COLUMBUS MARRIOTT NORTHWEST 5608 Blazer Parkway, Dublin, OH 43017 12.0 total CLE hours, including 12.0 Elder Law and Estate Planning, Trust and Probate Law Specialization 2.0 hours Professional Conduct REGISTER ONLINE: ohiobar.org/CLE19-005 ohiobar.org/CLE19-346 CALL TO REGISTER: (800) 232-7124 2019 Ohio Elder Law Institute DATES AND LOCATION: MARCH 14 & 15, 2019 MARCH 14: 8:30 AM - 4:00 PM MARCH 15: 8:30 AM - 4:00 PM Columbus Marriott Northwest 5606 Blazer Parkway, Dublin, OH 43017 registration info CLE19-005 CLE19-346 Name Phone Fax City State Zip Email Member No. / Supreme Court No. Enclosed is a check for: $ Make check payable to: Ohio State Bar Association Credit Card: Visa Mastercard American Express Discover Card Number: Exp: Signature: form of payment available for purchase (MAIL/PHONE ONLY - INCLUDES TAX AND SHIPPING ) BOOK: $50 NON-ATTENDING - NOT ELIGIBLE FOR CLE CREDIT ATTENDING ONLY BOOK: $75 BOOK + VIDEO: $100 Membership VP+ Membership 2018 Member* Non-Member Pre-Registration $475 $475 $475 $594 Walk-In $500 $500 $500 $619 2019 ohio elder law institute (includes electronic materials only) 19-005 | MAR 14 & 15 | 12.0 TOTAL CLE HOURS 19-346 | MAR 13 | 4.25 TOTAL CLE HOURS CLE19-005 2019 Ohio Elder Law Institute CLE19-346 Ohio Special Needs and Elder Law Planning Ohio Special Needs and Elder Law Planning Seminar (PM Program) March 13, 2019 OHIO STATE BAR ASSOCIATION 1700 Lake Shore Dr., Columbus, OH 43204 Webcast New this year! Attend this 2019 Ohio Elder Law Institute supplemental seminar to be held at the OSBA in Columbus the afternoon of March 13, prior to the March 14 and 15 Ohio Elder Law Institute. See registration panel for reduced pricing to attend the 2019 Ohio Elder Law Institute and the supplemental Ohio Special Needs and Elder Law Planning Seminar. 4.25 total CLE hours 4.25 Elder Law and Estate Planning, Trust and Probate Law Specialization ohio special needs and elder law planning (includes electronic materials only) Membership VP+ Membership 2018 Member* Non-Member Pre-Registration $146 $170 $195 $244 Walk-In $171 $195 $220 $269 Ohio Special Needs and Elder Law Planning DATE AND LOCATION: MARCH 13, 2019 (PM PROGRAM): 12:30 - 5:00 PM Columbus Ohio State Bar Association, 1700 Lake Shore Dr., 43204 Webcast *An OSBA member with dues paid through 12/31/2018 who has not yet renewed for 2019. group discount: Three or more registrants from the same office receive $25 off per registrant. Registrations must be submitted at the same time to be eligible. WEBCAST REGISTRATION: Online registration only. Visit ohiobar.org/webcasts to register. Ohio Special Needs & Elder Law Planning Seminar only. Webcast not available for Ohio Elder Law Institute. Member Non-Member Pre-Registration $525 $644 Walk-In $550 $669 both programs (includes electronic materials only) (Video available for 19-346 supplemental program only.)
Enclosed is a check for: $Make check payable to: Ohio State Bar Association
Credit Card: Visa Mastercard American Express Discover
Card Number: Exp:
Signature:
form of payment
available for purchase (MAIL/PHONE ONLY - INCLUDES TAX AND SHIPPING )
BOOK:$50
NON-ATTENDING - NOT ELIGIBLE FOR CLE CREDITATTENDING ONLY
BOOK:$75
BOOK + VIDEO:$100
Membership VP+ Membership 2018 Member* Non-Member
Pre-Registration $475 $475 $475 $594
Walk-In $500 $500 $500 $619
2019 ohio elder law institute (includes electronic materials only)
19-005 | MAR 14 & 15 | 12.0 TOTAL CLE HOURS19-346 | MAR 13 | 4.25 TOTAL CLE HOURS
CLE19-005 2019 Ohio Elder Law Institute
CLE19-346 Ohio Special
Needs and Elder Law Planning
Ohio Special Needs and Elder Law Planning Seminar (PM Program)
March 13, 2019
OHIO STATE BAR ASSOCIATION 1700 Lake Shore Dr., Columbus, OH 43204
Webcast
New this year! Attend this 2019 Ohio Elder Law Institute supplemental seminar to be held at the OSBA in Columbus the afternoon of March 13, prior to the March 14 and 15 Ohio Elder Law Institute.
See registration panel for reduced pricing to attend the 2019 Ohio Elder Law Institute and the supplemental Ohio Special Needs and Elder Law Planning Seminar.
4.25 total CLE hours
4.25 Elder Law and Estate Planning, Trust and Probate Law Specialization
ohio special needs and elder law planning (includes electronic materials only)
Membership VP+ Membership 2018 Member* Non-Member
Pre-Registration $146 $170 $195 $244
Walk-In $171 $195 $220 $269
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*An OSBA member with dues paid through 12/31/2018 who has not yet renewed for 2019.
group discount: Three or more registrants from the same office receive $25 off per registrant. Registrations must be submitted at the same time to be eligible.
WEBCAST REGISTRATION: Online registration only. Visit ohiobar.org/webcasts to register. Ohio Special Needs & Elder Law Planning Seminar only. Webcast not available for Ohio Elder Law Institute.
Member Non-Member
Pre-Registration $525 $644
Walk-In $550 $669
both programs (includes electronic materials only)
(Video available for 19-346 supplemental program only.)
HOW TO REGISTERMail To:Ohio State Bar AssociationP.O. Box 16562 Columbus, OH 43216-6562
Allan P. Sweet, Esq.; Sweet Legal Group, LLC; Akron
hotel accommodations:Columbus Marriott Northwest
5605 Blazer Parkway, Dublin, Ohio 43017
614-791-1000 | $129/night
Room block expires 2/20/2019
program agenda
Day 1: March 14, 2019
8:00 Registration/Continental Breakfast
8:30 Special Needs Trust Administration: Beyond the BasicsProper drafting of a special needs trust is only half the battle. Incorrectly administering a special needs trust may have a devastating effect on a beneficiary, resulting in the loss of public benefits. This program will focus on the 2019 updates relative to the administration of special needs trusts, including both the POMS and Ohio law. Further, the program will identify common issues relative to administration of a special needs trust, and explain how those issues may be prevented.
Allison M. McMeechan, Esq.; Reminger Co., LPA; Cleveland
9:30 VA Pension Benefit Rules Have Changed! Now, What Do I Do?Effective October 18th, 2018, the Department of Veterans Affairs implemented major changes to their rules – including a three-year lookback period and new net worth requirements. This topic will help you understand all of the relevant changes and how you can use the new rules to your advantage.
Michael T. Bryan, Esq.; Stubbins, Watson, Bryan & Witucky Co., LPA; Zanesville
10:30 Break
10:45 2019 Medicaid Administrative Appeals and Case Law Update Maggie L. Sutton, Esq.; Taps & Sutton, LLC; Columbus
11:45 Lunch – Sponsored by NAELA
12:45 A Way Forward: Collectively Responding to Financial Elder Abuse (Professional Conduct)Elder financial abuse is an under-recognized problem with devastating and even life-threatening consequences. Every day, headlines throughout the U.S. paint a bleak picture of older vulnerable adults who have been exploited, often by people they trust the most. Financial elder abuse can occur anywhere—in the home, in nursing homes, or other institutions. It affects seniors across all socio-economic groups, cultures, and races.
1:45 Buyer Beware! Avoiding a Bad Outcome by Choosing the Right ServiceSkilled nursing facility? Assisted living facility? Home health agency? Understanding what level of care is provided, and how that matches the needs of the senior, is important in avoiding those outcomes that result in lawsuits for injury or death.
Nancy C. Iler, RN, JD; Nancy C. Iler Law Firm LLC; Cleveland
2:45 Break – Sponsored by Krause Financial Services
3:00 Preparing for State Hearings, Administrative Appeals, and BeyondHow to prepare and navigate State hearings, administrative appeals, and the Courts for a Medicaid denial, termination, or reduction of benefits.
Janet E. Pecquet, Esq.; Burke & Pecquet LLC; Cincinnati
4:00 Day One Concludes
Social reception immediately follows (4:15 – 5:15)
Day 2: March 15, 2019
8:00 Continental Breakfast
8:30 Long-Term Care Planning with Tax Qualified AccountsClients’ tax-qualified resources (such as IRA, 401k, and 403b accounts) can add tax costs to the already high financial losses resulting from the need for long-term care. This presentation will discuss strategies that might reduce the tax losses.
David S. Banas, Esq.; Hickman & Lowder Co., L.P.A.; Cleveland
James L. Koewler, Esq.; The Koewler Law Firm Inc.; Richfield
9:30 Medicaid Estate Recovery: Polishing Your Crystal Ball How to roll with the MER punches!
Lindsay C. Jones, Esq.; Schraff Thomas Law LLC; Willoughby Hills
John R. Harrison, Esq.; Hickman & Lowder Co., L.P.A.; Cleveland
10:30 Break
10:45 Medicaid Asset Protection Planning: Limited Liability Companies versus Irrevocable Trust Agreements, and Fixing Medicaid-Category-Four Trusts Laurie Steiner will discuss the pros and cons of using LLCs or Irrevocable Trusts in Medicaid planning, and when and why to use each vehicle. Allan Sweet will then focus specifically on Medicaid-Category-Four Trusts, discussing how a trustee can use the Ohio Trust Code to modify an irrevocable trust to resolve eligibility issues for a Medicaid-recipient beneficiary. Fortunately, even trusts with HEMS standards can be fixed to keep the beneficiary receiving benefits.
Laurie G. Steiner, Esq.; OSBA Certified Specialist in Elder Law; Solomon Steiner & Peck, Ltd.; Mayfield Heights
Allan P. Sweet, Esq.; Sweet Legal Group, LLC; Akron
11:45 Lunch (provided)
12:45 Practical Answers to Ethical Questions Arising in Elder Abuse Cases (Professional Conduct) Participants will work through ethical questions concerning client identification, confidentiality, conflicts of interest, client capacity, communication, advocacy, and document drafting present in a case study involving parents and their children that raises alleged abuse, neglect, and financial exploitation and the parents’ possible need for help, care, and protective action.
Gregory S. French, Esq., CELA; OSBA Certified Specialist in Elder Law; Law Offices of Gregory S. French; Cincinnati
1:45 The Modern Family: Estate Planning in the Face of Changing Family Dynamics Brittany O’Diam Horseman, Esq.; O’Diam & Stecker Law Group, Inc.; Dayton
Timothy J. Gallagher, Esq.; Reminger Co., LPA; Cleveland
2:45 Break
3:00 Appeals to Court under R.C. 5105 35: A State Perspective What to expect from the State when you appeal from an Administrative Appeal Decision.
Rebecca L. Thomas, Esq.; Ohio Attorney General’s Office; Columbus
4:00 Institute Concludes
This Ohio Special Needs and Elder Law Planning program will provide in-depth information on how to navigate developmental disability waivers, special needs planning, and Social Security claiming strategies. You may attend the afternoon program in person at the OSBA, or you may view the program as a webcast. You may opt to attend the afternoon program only; the 2019 Ohio Elder Law Institute only; or if you register to attend both programs, you may attend this supplemental program for the reduced rate of $50. To take advantage of the discount, you may mail your registration, or register by contacting Member Services at 800-232-7124.
program agenda
March 13, 2019
12:00 Registration
12:30 Navigating the DODD Waiting Room: The Ball is in Your Court!Ohio’s developmental disabilities support system supports more than individuals—it supports communities. This topic offers practical tips for proactively navigating the DD Waiver waiting list.
John R. Harrison, Esq.; Hickman & Lowder Co., L.P.A.; Cleveland
1:30 Community Living: When Knowing the Law is Not EnoughCommunity living is complicated for people with special needs. This program will help you build on your base knowledge of publicly funded programs to understand the challenges people face and the complex array of often unseen programs intended to enhance the lives of people with disabilities.
Marla Root; Root Consulting LLC; Lewis Center
Blaine P. Brockman, Esq.; Hickman & Lowder Co., L.P.A.; Dublin
2:30 Break
2:45 Tools for Your Special Needs Toolbox: STABLE Accounts, Special Needs Trusts, and Pooled TrustsThis session will provide helpful information for practitioners new and experienced in special needs planning. Doug Jackson will present on STABLE Accounts and Amanda Buzo will present on special needs trusts, including pooled trusts and current areas of concern. Dawn McFadden will then moderate a panel discussion of client situations and how these tools may (or may not) be used to help the client. The speakers will reserve time for questions.
Amanda Buzo, Esq.; Community Fund Management Foundation; Middleburg Heights Doug Jackson; Deputy Director, STABLE Accounts, Office of the Ohio Treasurer of State; Dayton Moderator: Dawn E. McFadden, Esq.; McFadden Bushnell LLC; Cleveland
4:00 Social Security Claiming StrategiesAn in-depth discussion of Social Security strategies that includes the following topics: Social Security facts; Social Security vocabulary; overall claiming strategy; Social Security absolutes; qualifying for Social Security benefits; types of benefits; factors to consider in designing a claiming strategy; full retirement age; delayed retirement credits; claim early vs later; annual earnings limitations; worker benefits; deemed filing; spousal benefits; divorced spousal benefits; children’s benefits; family maximum; survivor benefits; benefits before age 62; restricted application; voluntary suspension of benefits; retroactive benefits; windfall elimination provision; government pension offset; do over rule; taxability of benefits; and IRMMA.
Thomas Hager, CPA, CGMA, NSSA; Apple Growth Partners; Cleveland
5:00 Program Concludes
CLE19-346Ohio Special Needs and Elder Law Planning
