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Meetings

Meetings are held from 1:00 - 2:00 PM, generally on the 2nd Tuesday or Wednesday of each month.

UnPrograms

Two Unprograms are generally scheduled in the Spring and Fall annually.

View the UnProgram Event Page

    • Tuesday, December 17, 2024
    • 1:00 PM - 2:00 PM
    • Zoom
    Register

    VA Veterans Pension & Survivors Benefits

    Michael Jay

    Veterans Service Officer

    Approved for 1 general CLE credit


    Overview of eligibility for the VA Veterans Pension Program and Survivor's Benefits.

    Michael Jay

    Michael is an Air Force Veteran. He has been employed as a Veteran Service Officer with the Illinois Department of Veteran Affairs since 2019. He is also a Licensed Clinical Professional Counselor and a former Military Family Life Counselor. In the past, he was a keynote speaker at various Yellow Ribbon Events with the Illinois National Guard.


    • Friday, January 10, 2025
    • 12:30 PM - 1:30 PM
    • Zoom
    Register

    Membership Meeting & Election Results

    Our next membership meeting will be our annual meeting. Election results for the 2025 IL NAELA Officers and Board of Directors will be announced. Please mark your calendar.  Ballots will be sent separately via Election Runner in mid-December. The ballot will close on January 7th at 12:00 pm. Melissa Johnson, our current president elect, will be the 2025 IL NAELA president. Paige Fox will serve as our immediate past president. You will receive a link to the Zoom meeting in your confirmation email. 

    Mark your calendars - We hope you can join us!

    • Tuesday, January 14, 2025
    • 1:00 PM - 2:00 PM
    • Zoom
    Register

    Long Term Care Insurance

    Stana Martin

    Approved for 1 general CLE credit


    More details coming soon... 

    • Tuesday, March 11, 2025
    • 1:00 PM - 2:00 PM
    • Zoom
    Register

    Hidden Treasures: Underused Department of Human Services Benefits for Older Adults

    Hugh F. "Trey" Daly III

    Legal Aid Chicago

    Approved for 1 general CLE credit


    The training will describe the Illinois Department of Human Services benefits 1) Aid for the Aged, Blind, Disabled (AABD) Cash assistance and 2) Medicare Savings Programs. These two benefits are highly underutilized but provide very valuable benefits to low-income, vulnerable older adults. The training will describe how to apply for the benefits, eligibility criteria, and how to maximize benefits.

    Hugh F. "Trey" Daly III

    Hugh F. “Trey” Daly III is the Director of the Public Benefits Practice Group at Legal Aid Chicago. Trey has been in this role since 2017 but has been a legal aid attorney since 1987, previously practicing in Ohio. Trey also served as the Ohio State Director for Enroll America, a national non-profit focused on supporting implementation of the Affordable Care Act. Trey is a nationally recognized expert on public benefits and was awarded the Robert Wood Johnson Foundation Community Health Leader Award in 2009 which included a $115,000 prize for the Legal Aid Society of Greater Cincinnati. Trey recently led advocacy with the Illinois Department of Human Services which led to an additional 100,000 low income Medicare beneficiaries being enrolled in the Medicare Savings Programs generating over $218 million in annual benefits. Trey is a graduate of Xavier University in Cincinnati Ohio and the University of Kentucky College of Law.


    • Friday, April 11, 2025
    • 12:30 PM - 1:30 PM
    • Zoom

    Membership Meeting

    Mark your calendars - We hope you can join us!

    • Tuesday, May 13, 2025
    • 1:00 PM - 2:00 PM
    • Zoom
    Register

    Medicaid Spend Downs with Retirement Assets

    Stuart Otto 

    Ashber

    Approved for 1 general CLE credit


    In this presentation, we will discuss the different crisis planning options to consider in Illinois with Retirement Accounts. How income taxes are mitigated through these spend downs while maximizing the Medicaid benefit. Lastly, we'll discuss what funding options are available and which one to choose for your client. 

    Stuart Otto

    Stuart is a Medicaid Planner with AshBer, a National Annuity Wholesaler that specializes in Crisis Medicaid Planning and Medicaid Compliant Annuities. For over 10 years, Stuart has been working one-on-one with Estate and Elder Law Attorneys in providing the best spend down solutions for their Medicaid Applicant clients. He is a licensed Life & Health Insurance Agent in over 20 states.

    Additionally, Stuart is a graduate of the University of Wisconsin Green Bay in December 2011, where he obtained a Bachelor’s Degree in Business Finance, with a Minor in Economics. He also obtained an Associate’s Degree in Marketing back in 2008. Stuart is a Veteran of the Army National Guard, serving for 6-years during his time in school.

    Originally a Wisconsin-native, he now resides in the State of Florida and spends his spare time playing music, going to CrossFit, and enjoying the terrific weather Florida has to offer.


    • Friday, May 16, 2025
    • 8:00 AM - 5:30 PM
    • Bloomingdale Golf Club - 181 Glen Ellyn Rd. Bloomingdale, IL 60108

    ~ SAVE THE DATE ~

    IL NAELA Spring UnProgram

    May 16, 2025

    Bloomingdale Golf Club


    • Friday, July 11, 2025
    • 12:30 PM - 1:30 PM
    • Zoom

    Membership Meeting

    Mark your calendars - We hope you can join us!

    • Friday, October 10, 2025
    • 12:30 PM - 1:30 PM
    • Zoom

    Membership Meeting

    Mark your calendars - We hope you can join us!

    • Tuesday, December 09, 2025
    • 1:00 PM - 2:00 PM
    • Zoom
    Register

    Spousal Refusal: Updates & Best Practices

    Linda Strohschein 

    Strohschein Law Group LLC

    Approved for 1 general CLE credit


    More details coming soon... 

    Linda Strohschein is the principal of Strohschein Law Group, LLC. This boutique estate planning and elder law firm has its main office in St. Charles, and recently expanded to better serve the Northwest suburbs by acquiring Elder Law & Estate Planning Attorneys of Illinois in Arlington Heights. She concentrates her practice on Estate and Long-Term Care Planning, Guardianship, Estate and Trust Administration and Probate Litigation. Ms. Strohschein is certified as an Elder Law Attorney (CELA) by the National Elder Law Foundation. Although CELA is not required by the State of Illinois, this title is earned through a multi-faceted process and the attorney must successfully pass a comprehensive certification exam to demonstrate an in-depth knowledge of Elder Law. She is a frequent speaker on a variety of estate planning and disability topics. Ms. Strohschein is a current member of the Kane County Bar Association. In addition, she is also a member of the National Academy of Elder Law Attorneys and serves on the Board for the Illinois chapter. Ms. Strohschein received her B.A. from George Mason University and her J.D. from the John Marshall Law School.



Illinois Chapter
National Academy of Elder Law Attorneys, Inc.
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The National Academy of Elder Law Attorneys, Inc. (NAELA) was founded in 1987 as a professional association of attorneys who are dedicated to improving the quality of legal services provided to people as they age and people with special needs.
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