Speaker Event

31st Advanced Elder Law CLE

Event Date: September 8, 2022
Starting Time: 9:00 am
Location: Bobzien-Gaither Education Center
4801 Cox Road Suite 108 Glen Allen, VA 23060
Event Date: September 8, 2022
Starting Time: 9:00 am
Location: Bobzien-Gaither Education Center
4801 Cox Road Suite 108 Glen Allen, VA 23060

In partnership with the Virginia Academy of Elder Law Attorneys (VAELA), Virginia CLE hosts the Advanced Elder Law CLE occurs annually, provides updates on new cases, legislation, and regulations and explores new and perennial topics crucial to the world of elder law. Sessions are led by well-respected attorneys in the elder law field who provide guidance through the current challenges and addresses how to handle those you are likely to face down the road. Attorney Shawn Majette will be presenting the legislative update in a morning session and attorneys Carolyn White, Chris McCarthy, and Lindsay Pickral will be co-presenting on drafting for unusual situations.

This conference will:

  • Keep attendees up-to-date on the new cases, legislation, and regulations in the General Assembly
  • Explore the Medicaid Assets for blended families
  • Evaluate your ethical tech responsibility to protect your clients’ information
  • Learn new strategies for drafting wills, trusts, powers of attorney, and deeds
  • Discover the best way to get assets into the different types of trusts


9:00 Elder Law Updates
R. Shawn MajetteReview the new cases, statutes, regulations…What bills passed and failed in the 2022 Virginia General Assembly in the guardianship field. 
10:10 Intersection of Elder Law and Family Law
Elizabeth Gray, Virginia Haizlip
This discussion will address Medicaid Asset protection planning for blended families/second marriages; marital and premarital agreements; Medicaid divorce; divorce and the special needs spouse; divorce and the special needs child (effect on public benefits during minority vs. as an adult); guardianships; and adult adoptions.
11:15 I saw it on the Internet, it must be true! Online Resources for the Elder Law Practitioner
Neal WaltersThis presentation is designed to offer an overview of available community and online resources for the Virginia elder law practitioner. Many of the services and programs available to elder law clients have complicated bureaucracies behind them, and unless you have had personal experience with the programs, figuring out how they work can be daunting. Good resources are often available through advocacy organizations or the government agencies themselves, and the goal of this program is to help the practitioner get pointed in the right direction.
1:00 Do Your Part. Be Cyber-Smart
Aejaz A. DarAn unfortunate feature of modern life is the ubiquity of cybercrime. With the increasing sophistication of cybercriminals, it is imperative that practitioners take steps to protect themselves and their clients. To help practitioners think about what steps to in fact take, this presentation will: first, provide background to the variety of cyber-criminal activity that can occur; second, discuss the ethical responsibilities that are implicated by cybercrime; and third, offer resources and suggestions for practitioners to consider.
2:10 Managing Incapacity: Drafting for Unique Goals
Carolyn A. WhiteChristopher M. McCarthyLindsay M. PickralNo one lawyer has encountered every drafting question, so advanced practice includes having an encyclopedia of “how-to” forms available to minimize the number of times you’re re-creating the wheel. Carolyn White will lead a panel discussion of fact patterns that illustrate how to match clients’ stated goals with their desired outcomes. Attendees will learn how to accomplish those goals using strategies for drafting wills, trusts, powers of attorney, and deeds in order to manage the intended beneficiaries’ known and unknown vulnerabilities—hopefully without invoking the Law of Unintended Consequences.
3:15 Trust Funding/Beneficiary Designations—They’re Not Going to Fund Themselves!
Sarah AvilesJennifer CraneThe speakers will discuss the methods to properly fund revocable and irrevocable trusts. This session will explore the different options, laws, and restrictions surrounding funding trusts with various types of property, including real property, business interests, intellectual property, retirement accounts, life insurance, financial accounts, tangible personal property, and more. The discussion will also include creative funding techniques to accomplish unique goals and other tips to help ensure a smooth post-death administration.
4:15 Closing Remarks and Seminar Adjourns
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