Agenda / Content Covered

All times are shown in Eastern time.

1. PROXIES, GUARDIANSHIPS, MEDICAL DECISION-MAKING
   10:00 - 10:45, Daniel Del Collo III
   1. Financial POAs
   2. Advance Medical Directives
   3. Guardianships, Conservatorships, Reinstatement of Rights
2. MEDICAID LTC PROGRAMS, ELIGIBILITY CRITERIA, AND APPLICATION PROCESS
   10:45 - 11:30, David Pantos
   1. Current Requirements for Medicaid Nursing Home Coverage
   2. Coverage and Waiver Programs
   3. Medicaid Application Process, Lookback, and Penalty Periods
3. MEDICAID ASSET PLANNING TOOLS
   11:45 - 12:45, Debby Rosenfeld
   1. Maximizing Excluded Assets
   2. Prepayment of Expenses
   3. Annuities
   4. Community Spouse Resources
   5. Trusts
4. WILL AND TRUST DRAFTING (WITH SAMPLE PROVISIONS)
   1:15 - 2:15, Debby Rosenfeld
   1. Wills vs. Trusts
   2. Basic Will Provisions
   3. Revocable Living Trust
   4. Special Use Irrevocable Trusts (SNTs, ILITs, DAPTs, IRA Trusts, etc.)
5. PLANNING FOR ESTATE ADMINISTRATION AND RECOVERY
   2:15 - 3:00, Daniel Del Collo III
6. TAX PLANNING ESSENTIALS
   3:15 - 4:00, Jerry E. Shiles
   1. Federal Tax Laws Update
   2. Tax Priorities and Solutions for Small and Mid-Sized Estates
   3. Estate Tax
7. LEGAL ETHICS OF ESTATE AND MEDICAID PLANNING
   4:00 - 5:00, David Pantos
   1. Who is Your Client?
   2. Joint Representation Issues
   3. Client Capacity Hurdles
   4. Confidentiality and Data Security
   5. Advertising Your Legal Services
   6. Client Communications

Accreditation Details:

DANIEL DEL COLLO III is the owner of The Law Office of Daniel Del Collo, III where he concentrates his practice in the areas of estate planning, estate administration and elder law, including the drafting of wills, trusts (and special needs), guardianships, Medicaid planning, powers of attorneys and advanced medical directives. His elder law clients also call upon him to handle personal injury, real estate and business law matters. Mr. Del Collo also provided counsel to individuals and families with loved ones suffering from varying types and degrees of dementia such as Alzheimer's, Parkinson's, Huntington's and other neurological diseases. He earned his B.A. degree from Haverford College and his J.D. degree from Rutgers School of Law - Camden.

DAVID PANTOS is an attorney with Dave Pantos, Esq. LLC, in Omaha. Mr. Pantos is an experienced attorney and nonprofit manager/director providing legal services and consulting services. He has given lectures on Social Security, Social Security disability, Medicaid and federal court litigation. Mr. Pantos earned his M.S. degree from Indiana University School of Public and Environmental Affairs and his J.D. degree from Indiana University - Bloomington School of Law. He is a member of the Nebraska State Bar Association and is listed as a business partner consultant with the Nonprofit Association of the Midlands.

DEBBY ROSENFELD is an attorney with Ronald Fatoullah & Associates, where she practices in the areas of elder law, estate planning and real estate. Ms. Rosenfeld is admitted to practice in New York. She lectures as well as writes articles on various elder law issues for both attorneys and laypeople. Ms. Rosenfeld earned her B.A. degree from Barnard College of Columbia University and her J.D. degree from New York University School of Law. She is a member of the New York State and Nassau County bar associations.

JERRY E. SHILES is the managing member of the Oklahoma City law firm of Parman & Easterday, where his practice is concentrated in the areas of elder law, Medicaid, VA, estate planning, probate and trust administration. Mr. Shiles has lectured extensively to professional groups in the U.S., Europe and Japan. He has published numerous articles and treatises and also is a co-author of the Oklahoma Bar Association's Family Law Section Practice Manual and co-author of the book, Estate Planning Basics: A Crash Course in Safeguarding Your Legacy. Mr. Shiles is a member of the American, Oklahoma County and Oklahoma bar associations; State Bar of Nevada; District of Columbia Bar; the National Academy of Elder Law Attorneys; Oklahoma City Tax Lawyers; the Planned Giving Council of Oklahoma; the Oklahoma City Estate Planning Council; and a fellow of the American Academy of Estate Planning Attorneys. He is admitted to practice before the Federal District courts; the 9th, 10th and Federal Circuit courts of Appeal; the U.S. Tax Court; the U.S. Court of Appeals for the Armed Forces; the U.S. Court of Federal Claims; the U.S. Court of Customs and Patent Appeals; and the U.S. Court of International Trade. Mr. Shiles is a recipient of the IRS Certificate of Recognition, Department of Defense Distinguished Civilian Service Award and Legion of Merit, and the ABA Distinguished Service Award. He earned his B.S. degree, dean's list, from the University of Nevada; his J.D. degree, with honors, from the University of Utah; his LL.M. degree from The Judge Advocate General's School-Army, University of Virginia; a certificate in German from the University of Connecticut; and his master's degree from the United States Army War College.