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