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Event Details

February 19, 2013
LawReview CLE co-sponsor MBA
Elder Law: Basics of Elder Law from A-Z

Location:

Time:
Location: Milwaukee Bar Association

Time:
Registration - 1:00 PM - 1:15 PM


Presentation - 1:15 PM - 4:30 PM

Presenters: Jason Crye, Miller & Miller Law, L.L.C. / Peter J. Walsh, O'Neil, Cannon, Hollman, DeJong & Laing S.C. / Jessica A. Liebau, Willms, S.C.

Credit: 3 CLE credit(s)


Agenda

Attorney/Client Relations (25 minutes)
      Aging population/demographics
      Who is the client?
      Family involvement
      Waivers and limited waivers
      Potential conflicts
Preventive Documents (20 minutes)
      Powers of attorney
      Health care directives
      Trusts, revocable and irrevocable
      Choice of trustees and co-trustees
      Caregiver issues
Determining Capacity (15 minutes)
      Attorney's duty to determine
      Testamentary vs. contractual
      Methods
      Documenting
      Undue influence and examples
      Importance of client's succession plan and support group
Elder Abuse Laws and Resources (40 minutes)
      Physical and financial
      Civil vs. criminal
      Social services and private resources (Adult Protective Services, police, non-profits, geriatric care managers, housing)
Break (15 minutes)
Conservatorships/Guardianships (60 minutes)
      Alternatives
      Procedure
      Scope and types
      Who can petition, who should, who can serve
      Court-approved estate planning (trusts, transfers, gifts)
Medicaid Planning (20 minutes)

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