Due to the COVID-19 pandemic, the 2021 Fall UnProgram will be held via Zoom. Mark your calendars to attend this timely session from 9:00 am - 3:30 pm on November 12.
Approved MCLE: 4.50 hours.
For our Fall program, we’re happy to welcome back Steven Milburn and Kathy Butcher, from the Office of the Inspector General. The OIG will address questions about Medicaid applications. We’re also going to hear from Attorney Ray Prather, who will discuss the nuts and bolts of the new Electronic Wills and Remote Witness Act and discuss considerations in implementing this into your practice. In addition to our two presentations, we will have several breakout sessions throughout the day where attendees can share experiences and discuss issues within various areas of practice including Medicaid applications and procedures, basic and advanced estate planning, etc.
| 9:00 am |
Welcome & Introduction
Presentation from Platinum, Gold & Silver Sponsors
|
| 9:30 am |
Office of the Inspector General – Steven Milburn and Kathy Butcher |
| 10:30 am |
Break |
| 10:40 am |
Group Discussion- Follow Up from the OIG |
| 11:20 am |
Breakout Sessions
- Medicaid Planning for Spouses
Moderators: Mallory Moreno & Melissa Kallio
- Medicaid Planning with the Exemptions – Children with Disabilities, Caretaker Child, Special Needs Trusts, etc.
Moderators: Kaye DeSelms Dent & Elizabeth Fink
|
| 12:00 pm |
Lunch Break |
| 12:50pm |
Legislative Update - Stricklin & Associates |
| 1:00 pm |
Electronic Wills and Remote Witness Act – Ray Prather |
| 2:00 pm |
Breakout Sessions
- Implementing the New Electronic Wills Act
Moderator: Ray Prather
- Sharing Best Practices for Incorporating Technology Into Your Practice
Moderators: Heidi Dodd & Linda Strohschein
|
| 2:40 pm |
Break
|
| 2:50 pm |
Breakout Sessions
- Planning with Irrevocable Trusts
Moderators: Gina Salamone & Wes Coulson
- Issues with Powers of Attorney
Moderators: Amy Delaney & Anthony Ferraro
|
| 3.30 pm |
Adjourn
|
