elder law review naela november 7–9, 2013 anced v ad ... · top 5 reasons why you should attend...

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1577 Spring Hill Road, Suite 220 Vienna, VA 22182 Presorted First Class Mail U.S. Postage PAID Washington, DC Permit # 3070 INSTITUTE Aging Law & 2013 AND NALC Co-Sponsors A JOINT CONFERENCE OF NAELA Omni Shoreham Hotel, Washington, D.C. November 7–9, 2013 NATIONAL ADVANCED Elder Law Review NAELA 2013 Omni Shoreham Hotel Washington, D.C. November 5–6, 2013 November 5–6, 2013 ADV ANCED Elder Law Review NAELA 2013 Omni Shoreham Hotel Schedule of Events and Online Registration: www.NAELA.org/2013NALI OPTIONAL WORKSHOPS: VA ACCREDITATION WORKSHOP November 7, 2013 OFF-SITE SENATE STAFF BRIEFING November 7, 2013 November 7–9, 2013 Save $100 Early registration available until October 4, 2013 Go to www.NAELA.org/2013NALI for Schedule of Events and Online Registration. Top 5 reasons why you should attend the 2013 National Aging and Law Institute: 1. Hear from the top leaders of CMS, including Jonathan Blum, Deputy Administrator and Director of the Center for Medicare, and Cindy Mann, JD, Director of the Center for Medicaid and CHIP Services, about their vision for Medicare and Medicaid. 2. Engage with a prominent member of the Senate on the aging legislative agenda. 3. Learn how the Affordable Care Act will change the way you advise your older and special needs clients. 4. Ethically enhance your interviewing skills and understand the ethical issues of communicating with non-clients — learn from experts in Elder and Special Needs Law. 5. Recharge your batteries and recall the reasons you chose Elder and Special Needs advocacy by networking and sharing valuable solutions with others. Advocacy for elders and persons with disabilities is at a tipping point today — making aging in place according to one’s own terms possible in caring communities or giving in to an unbalanced world of haves and have nots. You can’t afford to miss the Institute. You’ll find the knowledge, skills, and moral support needed to make the former a reality. — Charles P. Sabatino, 2013 NALI Co-Chair Omni Shoreham Hotel Washington, D.C. Do the Elder and Special Needs Law and Aging Rights Communities have the advocacy skills to ensure our clients will age in a caring community? Making a caring community a reality for our clients is a formi- dable task at a time when health and long-term care systems are out of reach for many, public benefits programs face budget cuts, and the population is aging rapidly. The 2013 National Aging and Law Institute will provide you with the multidisciplinary skills and knowledge to ensure you can meet your clients’ and communities’ needs holistically. This year’s Institute is a unique educational event that blends advanced substantive programming for attorneys both in private practice and in non-profit public interest practice, as well as for other non-attorney advocates in the aging network. Plan to join your peers to learn, net- work, and engage with leading experts in the field. With more than 25 high-quality, in-depth sessions, there is something for everyone. PRELIMINARY SCHEDULE Thursday, November 7 Optional Morning Workshops: Off-Site Senate Staff Briefing: Elder Justice and Special Needs Issues 9:30–11:00 am Please RSPV by email at [email protected] if you will be attending this workshop. See details inside. VA Accreditation Workshop 8:00–11:30 am at Omni Shoreham Hotel NATIONAL AGING AND LAW INSTITUTE KICKOFF 1:00 pm at Omni Shoreham Hotel Afternoon Sessions Include: Making Your Office and Beyond Accessible to Your Clients with Intentional “Elder Friendly” Design Protecting Your Client’s Money: The Little Federal Office that Could Spirituality and Client Counseling Jimmo vs. Sebelius (Medicare “Improvement Standard” Settlement) Ten Months after the Order: Where are we now? What’s next? Drafting Tips for Representation/Fee Agreements and Letters Guardianship Mock Trial Friday, November 8 General Sessions: Jonathan Blum and Cindy Mann, CMS Clifton B. Kruse Jr. Ethics Lecture Morning and Afternoon Sessions Include: Health Care Decision Making and HIPAA Privacy Barriers: How to Avoid and Solve Problems Assessments of Undue Influence in the Elderly Aging in Place, Aging in Jeopardy Second Annual “Wait, Wait Don’t Tell Me” — Medicare Hot Topics The Transformation of Chronic and End-of-Life Care: What It Means for You and Your Clients. Ethical Issues of Communicating with Non-Clients: Red Flags and Best Practices The “Re”-Balancing Act: How Medicaid Managed Care, the Afford- able Care Act, and Dual Eligible Demo Are Changing Long-Term Services and Supports Moving into Medicare: Transitions for Working People, Retirees, Medicaid Recipients, and Marketplace/Exchange Participants Making Today’s Home, Tomorrow’s Home Trial Practice Tips To Stop “Junk” Debt Collectors Saturday, November 9 General Sessions: Technology and Design to Promote Independence and Quality of Life The Affordable Care Act: How Does It Change Serving Older and Special Needs Clients Morning Sessions Include: Keeping the Home: Special Issues for Mortgage Modifications, Refinancing, and Reverse Mortgages Trust Tax Myths and Truths The Good, the Bad, and the Ugly Guardianship Fraud Schedule of Events and Online Registration: www.NAELA.org/2013NALI Save $100 Early registration available until October 4, 2013 November 5–6, 2013 ADV ANCED Elder Law Review NAELA 2013 Omni Shoreham Hotel November 7–9, 2013 Omni Shoreham Hotel Washington, D.C. November 7–9, 2013 For the latest SCHEDULE of EVENTS go to www.NAELA.org/ 2013NALI Register by October 4, 2013, and Save $100!

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Page 1: Elder Law Review NAELA November 7–9, 2013 ANCED V AD ... · Top 5 reasons why you should attend the 2013 National Aging and Law Institute: 1. Hear from the top leaders of CMS, including

Leading the Way in Special Needs and Elder LawSM

1577 Spring Hill Road, Suite 220 Vienna, VA 22182

PresortedFirst Class MailU.S. Postage

PAIDWashington, DCPermit # 3070

INSTITUTE

AgingLaw &

2013

AND

NALC Co-Sponsors

A JOINT CONFERENCE OF

NAELA

Omni Shoreham Hotel, Washington, D.C.November 7–9, 2013

NATIONAL

ADVANCEDElder Law Review

NAELA 2013

Omni Shoreham HotelWashington, D.C.

November 5–6, 2013

November 5–6, 2013

A D V A N C E DElder Law Review

NAELA2 0 1 3

Omni Shoreham HotelWashington, D.C.

November 5–6, 2013

Schedule of Events and Online Registration: www.NAELA.org/2013NALI

OPTIONAL WORKSHOPS:

VA ACCREDITATION WORKSHOPNovember 7, 2013

OFF-SITE SENATE STAFF BRIEFINGNovember 7, 2013

November 7–9, 2013

Save $100Early registration

available until

October 4, 2013

Go to www.NAELA.org/2013NALI for Schedule of Events and Online Registration.

Top 5 reasons why you should attend the 2013 National Aging and Law Institute:

1. Hear from the top leaders of CMS, including Jonathan Blum, Deputy Administrator and Director of the Center for Medicare, and Cindy Mann, JD, Director of the Center for Medicaid and CHIP Services, about their vision for Medicare and Medicaid.

2. Engage with a prominent member of the Senate on the aging legislative agenda.

3. Learn how the Affordable Care Act will change the way you advise your older and special needs clients.

4. Ethically enhance your interviewing skills and understand the ethical issues of communicating with non-clients — learn from experts in Elder and Special Needs Law.

5. Recharge your batteries and recall the reasons you chose Elder and Special Needs advocacy by networking and sharing valuable solutions with others.

Advocacy for elders and persons with disabilities is at a tipping point today — making aging in place according

to one’s own terms possible in caring communities or giving in to an unbalanced world of haves and have nots.

You can’t afford to miss the Institute. You’ll find the knowledge, skills, and moral support needed to make the

former a reality. — Charles P. Sabatino, 2013 NALI Co-Chair

Omni Shoreham HotelWashington, D.C.

Do the Elder and Special Needs Law and Aging Rights Communities have the advocacy skills to ensure our clients will age in a caring community?Making a caring community a reality for our clients is a formi-dable task at a time when health and long-term care systems are out of reach for many, public benefits programs face budget cuts, and the population is aging rapidly. The 2013 National Aging and Law Institute will provide you with the multidisciplinary skills and knowledge to ensure you can

meet your clients’ and communities’ needs holistically. This year’s Institute is a unique educational event that blends advanced substantive programming for attorneys both in private practice and in non-profit public interest practice, as well as for other non-attorney advocates in the aging network. Plan to join your peers to learn, net-work, and engage with leading experts

in the field. With more than 25 high-quality, in-depth sessions, there is something for everyone.

PRELIMINARY SCHEDULE

Thursday, November 7Optional Morning Workshops:Off-Site Senate Staff Briefing: Elder Justice and Special Needs Issues 9:30–11:00 amPlease RSPV by email at [email protected] if you will be attending this workshop. See details inside.

VA Accreditation Workshop 8:00–11:30 am at Omni Shoreham Hotel

NATIONAL AGING AND LAW INSTITUTE KICKOFF1:00 pm at Omni Shoreham Hotel

Afternoon Sessions Include:• Making Your Office and Beyond Accessible to Your Clients with

Intentional “Elder Friendly” Design• Protecting Your Client’s Money: The Little Federal Office that Could• Spirituality and Client Counseling • Jimmo vs. Sebelius (Medicare “Improvement Standard” Settlement)

Ten Months after the Order: Where are we now? What’s next?• Drafting Tips for Representation/Fee Agreements and Letters• Guardianship Mock Trial

Friday, November 8General Sessions: • Jonathan Blum and Cindy Mann, CMS• Clifton B. Kruse Jr. Ethics Lecture

Morning and Afternoon Sessions Include:• Health Care Decision Making and HIPAA Privacy Barriers: How to

Avoid and Solve Problems• Assessments of Undue Influence in the Elderly• Aging in Place, Aging in Jeopardy• Second Annual “Wait, Wait Don’t Tell Me” — Medicare Hot Topics• The Transformation of Chronic and End-of-Life Care: What It Means

for You and Your Clients.• Ethical Issues of Communicating with Non-Clients: Red Flags and

Best Practices• The “Re”-Balancing Act: How Medicaid Managed Care, the Afford-

able Care Act, and Dual Eligible Demo Are Changing Long-Term Services and Supports

• Moving into Medicare: Transitions for Working People, Retirees, Medicaid Recipients, and Marketplace/Exchange Participants

• Making Today’s Home, Tomorrow’s Home• Trial Practice Tips To Stop “Junk” Debt Collectors

Saturday, November 9General Sessions: • Technology and Design to Promote Independence and Quality of Life• The Affordable Care Act: How Does It Change Serving Older and

Special Needs Clients

Morning Sessions Include:• Keeping the Home: Special Issues for Mortgage Modifications,

Refinancing, and Reverse Mortgages• Trust Tax Myths and Truths• The Good, the Bad, and the Ugly Guardianship Fraud

Schedule of Events and Online Registration: www.NAELA.org/2013NALISave $100

Early registration

available until

October 4, 2013

November 5–6, 2013

ADVANCEDElder Law Review

NAELA 2013

Omni Shoreham HotelWashington, D.C.

November 5–6, 2013

November 7–9, 2013

Omni Shoreham HotelWashington, D.C.

November 7–9, 2013

For the latestSCHEDULE of EVENTS

go towww.NAELA.org/

2013NALI

Register by October 4, 2013, and Save $100!

Page 2: Elder Law Review NAELA November 7–9, 2013 ANCED V AD ... · Top 5 reasons why you should attend the 2013 National Aging and Law Institute: 1. Hear from the top leaders of CMS, including

November 7, 20138:30 a.m.-NoonSeparate Registration Required

VA Accreditation Workshop

Have you filed the application to become a VA-accredited attorney and need the first year CLE requirements? All attorneys who assist or represent veterans with claims for VA benefits must be accredited by the U.S. Department of Veterans Affairs. This three-hour program fulfills the first year CLE requirement as required by 38 C.F.R. §14.629(b)(1)(iii) and (iv) for approved VA-accredited attorneys.

Register Online: www.NAELA.org/2013NALI/Register Register Online: www.NAELA.org/2013NALI/Register

Please use separate form for each registration.

Name _____________________________________________________Nickname (for Badge) _______________________________________Business Name _____________________________________________ Address ___________________________________________________City __________________________ State ______ Zip _________Telephone ____________________ Fax ________________________E-mail: ____________________________________________________

Accompanying Guest Meal Passes

Full conference and day pass registration fees include meals.

Quantity Total

Guest Thur. Recep. Only o $ 75

Guest Friday Business Lunch Only

o $ 75

Guest All Meals (inc. Thur. Recep., breakfast and lunch on Fri., and breakfast on Sat.)

o $300

Individual Day Pass Registration

Day Pass registration includes meals for the day and program materials

Received by Oct. 4, 2013

On-Site

Thur., Nov. 7, 2013 only o $330 o $340

Fri., Nov. 8, 2013 only o $375 o $385

Sat., Nov. 9, 2013 only o $330 o $340

Total Registration .........................................$____________

Total Guest (if any) ........................................$____________

TOTAL AMOUNT ENCLOSED .............................$____________

National Aging and Law Institute (NALI) November 7-9, 2013

NAELA Member

LSC/Title III Attorney/Legal Aid/Nonprofit/Gov’t Staff

Nonmember

Received by Oct. 4, 2013 o $630 o $495 o $830

Late Registration o $730 o $595 o $930

On-Site o $740 o $605 o $940

NAELA Advanced Elder Law Review (AELR)November 5-6, 2013

NAELA Member

LSC/Title III Attorney/Legal Aid/Nonprofit/Gov’t Staff

Nonmember

Received by Oct. 4, 2013 o $495 o $495 o $695

Late Registration o $595 o $595 o $795

On-Site o $605 o $605 o $805

VA Accreditation WorkshopNovember 7, 2013

NAELA Member

LSC/Title III Attorney/Legal Aid/Nonprofit/Gov’t Staff

Nonmember

Received by Oct. 4, 2013 o $ 95 o $ 95 o $295

On-Site o $105 o $105 o $305

Early

Bird

Early

Bird

Early

Bird

Optional Pre-Program Event

Optional Pre-Program Workshop: NALI or ALER Registration Required

Is this your first time attending a NAELA program? o Yes

Contact in case of an on-site emergency. We cannot register you for this event without this information. Please print clearly.Name: _____________________________________________________Phone: _____________________________________________________Relationship to you: __________________________________________

I N S T I T U T E

AgingLaw&

2 0 1 3

AND

NALC Co-Sponsors

A JOINT CONFERENCE OF

NAELA

Omni Shoreham Hotel, Washington, D.C.November 7–9, 2013

N A T I O N A L

Refund Policy

Cancellations before October 4, 2013, will be refunded the registration amount minus a $100 administrative fee. No refunds will be issued after October 4, 2013; however, cancellations will receive complimentary ac-cess to all recorded sessions post conference.

Registration Confirmation

An email confirmation will be sent to your primary email address once your registration has been processed. If you do not receive a confirma-tion, please contact us at [email protected].

Registration Information

Your registration fee includes access to all General and Breakout Sessions, Exhibit Hall, Welcome Reception/Networking Event on Thursday evening, buffet breakfast on Friday and Saturday, luncheon on Friday, plus compli-mentary access to all audio-recorded sessions and materials post conference.

Hotel Information

Omni Shoreham Hotel2500 Calvert Street, NW (at Connecticut Avenue), Washington, D.C. 20008Visit www.NAELA.org/2013NALI for link to Omni Shoreham online reservations.Reservations: 202-234-0700Room Rate: $204/per night. This rate is valid through October 10, 2013.Reference: Meeting Group Code 12400611717

Complimentary In-Room Wi-Fi. Join Omni Select Guest and be rewarded on your very first stay. Omni Select Guest members enjoy com-plimentary perks including in-room Wi-Fi, pressings, shoe shine, morning beverage delivery, and so much more. Plus, you’ll earn a free night after staying just ten nights.

Conference Materials Available Online Only

In lieu of a USB drive, session materials will be available for download on the 2013 National Aging and Law Institute website. Your registration confirmation will contain more information. There will be complimentary Internet access during the conference.

As part of your registration this year, after the meet-ing, you will have 90-day complimentary access to all audio-recorded sessions and materials from the pro-grams for which you registered.

Payment Information

o Check enclosed payable to NAELA

Or charge below to: o VISA o MC o AMEX o DISC

Card No. ___________________________________ Exp. Date ____

Signature ________________________________________________

Card Holder’s Name _______________________________________

Pre-Conference • Separate Registration Required

Tuesday, November 5, and Wednesday, November 6

Do you want to position yourself as an expert in your state by learning from experienced Elder and Special Needs Law attorneys? If so, join us at this year’s Advanced Elder Law Review – a two day program including 14 advanced-level sessions focusing on Elder and Special Needs Law. Sessions include:• Planning for Nonqualified Annuities• In-depth Analysis of Long-Term Care Insurance• Intersection of Veterans Affairs and Medicaid• Conflicts of Interest Encountered by Special Needs Attorneys and Trustees• Plus more advanced topics

Studying for the CELA Exam? All registrants will receive with their on-site registration materials the “CELA Exam Overview Course” and access to the webinar, “Taking the CELA Exam,” (a $175 value) to complement the two-day live program content.

For agenda and session descriptions, go to www.NAELA.org/2013NALI/AELR.

November 7, 20139:30–11:00 am

OPTIONAL OFF-SITE EVENT Senate Staff Briefing: Elder Justice and Special Needs Issues

Join Senate staff, your colleagues, and fellow aging and special needs advocates for a breakfast briefing on issues being discussed in the 113th Congress. Presentations will be made by several NALI conference participants and experts in the field and will include updates and remarks on elder justice issues, legal services, guardianship, veterans’ issues, and the Older Americans Act. Senate staff will participate in a dialogue with participants.

No cost to attend, but you must let us know you are planning to attend. RSVP by email to [email protected] with the subject line “Senate Briefing RSVP.” For those who RSVP, we will coordinate escorting everyone to the Hill as a group.

How to Register1. Online at www.NAELA.org/2013NALI/Register

2. Fax to 703-563-9504

3. Mail to NAELA, 1577 Spring Hill Road, Suite 220, Vienna, VA 22182

A D V A N C E DElder Law Review

NAELA2 0 1 3

Omni Shoreham HotelWashington, D.C.

November 5–6, 2013

NAELA has partnered with a coalition of national organizations to ensure that you get a unique opportunity to learn and

network. This joint conference is hosted by NAELA and co-sponsored by the National Aging and Law Conference (NALC), a

coalition formed by NAELA, the Center for Medicare Advocacy, the American Bar Association Commission on Law

and Aging, the National Senior Citizens Law Center, the Center for Social Gerontology, the National Consumer Law

Center, the AARP Foundation Litigation, and the National Association of States United for Aging and Disabilities.

Save $100Early registration

available until

October 4, 2013

For the latestSCHEDULE of EVENTS

go towww.NAELA.org/

2013NALI

NAELA will attempt to meet the special requirements of people with disabilities. Please let us know in advance of such requirements.

Special Need: __________________________________________________

Dietary Need: o Vegetarian o Kosher o Other* (please specify): _________________________________________* Please note: NAELA will try to accommodate your “other” dietary needs, but cannot guarantee.