Elder Law Institute
Harrisburg Hilton
July 25 - 8:30 am to 4:30 pm
July 26 - 8:30 am to 4:30 pm
12 CLE credits, incl. 2 Ethics | 2 VA credits
Co-sponsored by the PBA Elder Law Section.
The Institute is the Go-To Event of the Year!
We have once again brought the Institute you know and love to our beautiful state capital, and we invite you to explore all that the elder law legal community has to offer at this annual event.
Safety first!
The PBA requires that everyone, including speakers and attendees, must be fully vaccinated against COVID-19 to attend live CLE events. In addition, all participants and attendees, regardless of COVID-19 vaccination status, must wear masks except when presenting, eating or drinking.
A person is fully vaccinated after receiving two doses plus a booster of the Pfizer or Moderna vaccines, OR a single dose of the Johnson and Johnson vaccine followed by a booster of the Pfizer or Moderna vaccine. If not yet eligible for a booster, the person must present proof of the original vaccination plus proof of a negative PCR COVID test taken within 72 hours of arrival at the meeting.
Our Keynote Speaker
Robert A. Mason, JD, CELA, CAP is owner of Mason Law, PC, of Charlotte and Asheboro, North Carolina, a firm devoted exclusively to legal issues involving estate planning, the elderly, the disabled and asset protection planning. Bob is a Board Certified Specialist in Elder Law by the North Carolina State Bar Board of Legal Specialization, a Certified Elder Law Attorney by the National Elder Law Foundation, a Fellow of the American College of Trust and Estate Counsel (ACTEC), a member of the National Academy of Elder Law Attorneys Council of Advanced Practitioners (less than 100 nationwide), Chairman (twice) of the Elder Law Section of the North Carolina Bar Association, past chair of the Georgia State Bar Elder Law Section, and past Chair of the North Carolina State Bar Board of Legal Specialization. Join Mr. Mason for two sessions as he uses his 36+ years of legal experience to examine Third Party Special Needs Trusts and Demystifying Annoying Annuities.
Robert A. Mason, JD, CELA, CAP
Mason Law, PC
Guest Speaker
David A. Lipschutz, Esq.
David Lipschutz is an attorney licensed in California and Connecticut who engages in public policy issues surrounding Medicare and related coverage as they impact Medicare beneficiaries. This work includes federal administrative and legislative advocacy, collaboration with other consumer advocates to address systemic issues, and monitoring, analyzing and commenting on current Medicare-related policy developments. His law practice is limited to federal Medicare law. Join Mr. Lipschutz for two highly informative sessions, including Medicare Update and Practical Tips re: Implementing Jimmo.
Scholarship Application for Public Interest Attorneys in the PBA Elder Law Section
The PBA Elder Law Section is offering scholarships to cover the PBI registration fee as well as hotel and reasonable travel expenses for section members who are public interest attorneys to attend the section’s annual two-day Elder Law Institute. The 2024 Elder Law Institute will be held July 25 – 26, 2024 as an in-person event at the Hilton Harrisburg hotel. If you would like to be considered for this scholarship and you are a public interest attorney section member, please complete and return the attached short application form by June 21.
Hotel Information:
A block of rooms has been reserved at a reduced rate ($164/night) on a first-come, first-served basis for attendees of the institute. Please use the link below to reserve your room(s)
PBI Annual Elder Law Institute 2024 Reservation Link
If reserving by phone (717-233-6000), please use Group Code: 90E
Cut Off for Reservations: July 3, 2024
Overnight guests of the Hilton Harrisburg may park in the connecting Walnut Street parking garage at a reduced rate.
Special subsidized rates are listed below:
Overnight Guest Self-Parking........$15.00/Evening -Unlimited Exits*
Valet Parking....................................$24.00 per day
Banquet & Meeting Guests ............$7.00/Exit
Banquet & Meeting Guests Parking is valid up to (10) ten hours.
* Parking tickets must be validated at the Front Desk to receive discounted rates. *
Our Dedicated Planning Team
Linda M. Anderson, Esq., LLM, CELA
Dionysios C. Pappas, Esq., CELA
Tammy A. Weber, Esq., CELA
8:20 - 8:30 AM
Welcome and Introductory Remarks - Section remarks by Jared Childers
8:30 – 10:00 AM
Plenary - The Year in Review
Marielle Hazen & Rebecca Hobbs
10:00 – 10:30 AM
Networking Break
10:30 – 12:00 PM
Concurrent Sessions
Personal Injury Settlement Planning
Julian Gray
All Things CCRC!
Robert Newell, Katherine Pearson, A.V. Powell (Zoom), & Karen Veronikas
Update on New Federal & State Nursing Home Regulations
Alissa Halperin
Don’t Let an Insurance Broker Get the Best of Your Client! (Essentials Track)
Carol Sikov Gross & William McKendree
12:00 – 1:00 PM
Networking Lunch
1:00 PM – 2:00 PM
Concurrent Sessions
Public Benefits, Special Needs Trusts, & Transition from Special Education into Adult Services: Strategies & Approaches
Dennis McAndrews
Shifting Paradigms: Embracing Life Care Planning in Your Elder Law Practice
Linda Anderson & Timothy Takacs
Advising a Veteran Who May Need to Qualify for Medicaid
Amos Goodall
Your First Client 101 (Essentials Track)
Dennis Pappas & Tammy Weber
2:00 – 2:15 PM
Break
2:15 - 3:15 PM
Concurrent Sessions
Medicare Update
David Lipschutz
Overview of Veterans Health Care Benefits with a Focus on Geriatrics & Extended Care Services
Jill Alwine, Linda Anderson, Meeghan Binns, Tala LaManna, & Megan Walton
Elder Law in a Nutshell (Essentials Track)
Rob Clofine
3:15 - 3:30 PM
Break
3:30 - 4:30 PM
Concurrent Sessions
Practical Tips re: Implementing Jimmo
David Lipshutz
Ethics: Using Generative Tools Like Claude.AI to Enhance Our Practice & Improve Services
Alexander Paykin
Planning for the LGBTQ+ Client
Ryan Rolston Peacock & Timothy Takacs
4:30-5:30 PM
PBA Elder Law Section Cocktail Reception – Outside York Room
Friday, July 26
Download the Elder Law Institute 2024 session descriptions.8:00 - 8:30 AM
Chat ‘n Chew – Open Forum
*Join your colleagues for some open dialogue while enjoying your breakfast
8:30 – 10:00 AM
Keynote: Third Party Special Needs Trusts
Robert Mason
10:00 – 10:30 AM
Networking Break
10:30 AM – 12:00 PM
Concurrent Sessions
Demystifying Annoying Annuities
Robert Mason
Accessing Medicaid Waiver Services When Income is Too High
Jacquelyn Connell, Amy Lowenstein, & Rob Schweitzer
Social Security Benefits: Disability, Retirement, & More – The Biggest Program You Don’t Know Enough About
John Whitelaw
12:00 - 1:00 PM
Lunch
1:00 - 2:00 PM
Concurrent Sessions
Understanding the Importance of Long-Term Care Planning: Straight Talk About Common Misperceptions
Tracy Meade
Community Health Choices – HCBS Appeals
Katy McKee & Pam Walz
POLST
Senator Gene Yaw
Understanding SLATs
Marguerite Weese & Jeff Wolken
2:00 - 2:15 PM
Break
2:15 - 3:15 PM
Concurrent Sessions
Is Your Area on Aging (AAA) Your Friend or Foe?
Dana Breslin & Denise Stewart
Perspectives on Estate Recovery
Andrew Coates & Anthony Marone
Guardianship Changes - the Law, Rules and Procedures
Judge John McNally, Sally Schoffstall, Carol Sikov Gross, & Pam Walz
Enhancing Legal Support for Behavioral Health Clients
Patti Hanson & Mark Zacharia
3:15 - 3:30 PM
Break
3:30 - 4:30 PM
Concurrent Sessions
DHS 365
Ryan Burroughs, Mark Newell, Lesley Oakes, Zach Rivenbark (Presenters), Dana Breslin & Rob Clofine (Moderators)
Ethics: Ethical Issues Related to Elder Law
Kirby Upright & Victoria White