Master's Level Elder Law CLE AV CLE... · PDF file 2020-03-16 · Master's...

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Transcript of Master's Level Elder Law CLE AV CLE... · PDF file 2020-03-16 · Master's...

  • Master's Level Elder Law CLE November 18, 2016 | 6.75 Law and Legal CLE Credits

    WSBA Activity ID #1022190

    Agenda 8-8:30 a.m. Registration and Continental Breakfast

    8:30-9:30 a.m. Session 1 - The Social Security Administration Office of SSI and Program Integrity Policy

    Presenter: Ken Brown, SSA's Office of SSI and Program Integrity Policy

    A speaker not to miss. Mr. Brown sets policy on SSI interpretation of exempt SNT's. He is the person who sets policy and reconciles differences between Regions and reviews your appeals. He will discuss current status within SSA and how you get to decision makers directly. If you want to speak to the source of the rules, this is that person.

    9:30-10:30 a.m. Session 2 - Funding Intervivos and Testementary Special Needs Accumulation Trust with Qualified Funds

    Presenter: Robert Fleming, Fleming and Curti PLC

    Robert will present on funding and management of testamentary and intervivos SNT's with qualified funds. Robert hails from Arizona, and is a well known and entertaining speaker with concentrated information and language you can use. Another do not miss presentation.

    10:30-10:45 a.m. Break

    10:45 a.m.-12:00 noon Session 3 - Working with Trauma Engaged Clients

    Presenter: Mark Sideman, Trauma Therapist, Director, Continuing Legal Education, Seattle University School of Law

    Provide a framework for understanding and engaging Trauma impacted clients. The session will discuss ranges of impact for trauma engaged clients and on those who work with them; the difference between traumatic and traumatized; the trauma continuum; and strategies for engagement.

    12:00-1:00 p.m. Lunch (included in program)

    1:00-2:30 p.m. Session 4 - Long Term Care

    Presenter: Lori Rolley, DSHS Long Term Care, Home and Community Services; William Reeves, DSHS, HCP

  • Lori and Will are the ‘drivers' of new DSHS programs and policies. DSHS will be rolling out a new (yes, another new) program for health care, which will be discussed. They have promised to break out all the programs and discuss entry points and qualification differences.

    2:30-2:45 p.m. Break

    2:45-4:00 p.m. Session 5 - "End of Life on One's Own Terms": An In-depth Panel Discussion

    Moderator: Carla Calogero, Reed Longyear Malnati & Ahrens, PLLC

    Panelists: Trudy James, MRE, Inter-Faith Chaplain; Elizabeth K. Vig, M.D., M.P.H., Associate Professor U.W. Medicine, Division of Gerontology; Lisa J. Stewart, MSW, Evergreen Hospice.

    This panel discussion will include: How Palliative care and hospice are distinct and complementary; Dementia and end-of-life decision making along with treatment options and advance care planning; death with dignity.

    4:00-4:45 p.m.

    Session 6 - ABLE accounts and how they will change your practice

    Presenter: Robert Fleming, Fleming and Curti PLC

    The tax code allows for tax "breaks" for 529 plans and 529A (ABLE) plans. This session will explain the Tax Code provisions for both plans, how the plans are administered and how the IRS treats deposits into and distributions from these plans.

    4:45 p.m. Evaluations and Adjourn

  • Faculty Biographies

    Program Chairs Richard L. Sayre Richard L. Sayre is a principal in the law firm of Sayre Sayre & Fossum, P.S., Spokane, Washington. Mr. Sayre received his undergraduate degree from the University of Washington in 1976, and his JD (Juris Doctorate) from Gonzaga University School of Law in 1979. He serves on the Spokane County Superior Court Guardianship Committee, is a member of the Executive Committee of the Washington State Bar Association Elder Law Section, and is a member of the Washington State Bar Association, the Spokane County Bar Association, the National Academy of Elder Law Attorneys, where he served as 1995-1996 Washington State Chapter President, the Special Needs Alliance, an invitation only association of experienced special needs trust counsel who focus on special needs issues and trusts, and the Spokane Estate Planning Council. He is a former member of the Washington State Medical Associations' POLST Task Force. He previously served as Chair and later as Co-Chair of the Washington State Bar Association's Continuing Legal Education Committee, and served from 1998 through September of 2004 on the Washington State Professional Guardian Certification Board, a position appointed by the Supreme Court of Washington. He is also an Adjunct Professor of Law at Gonzaga University School of Law in Spokane, Washington, and has participated in the Gonzaga in Florence program, teaching International Comparative Elder Law. His practice emphasizes estate and disability planning and estate tax issues, governmental benefits law for disabled individuals, special needs trusts and Elder Law. He has been certified as an Elder Law Attorney by the National Elder Law Foundation, and has been designated a "Super Lawyer" by the publication Washington Law and Politics from 2000 through 2016, based upon a peer rating survey which selected less than five percent of Washington lawyers for this distinction, and was selected 2005 Member of the Year by the Washington Chapter of the National Academy of Elder Law Attorneys. He has been repeatedly named as one of the Best Lawyers in Spokane by Spokane Magazine. He is a frequent speaker on Elder Law and estate planning and taxation issues throughout the State of Washington. Mr. Sayre is a recipient of the Distinguished Alumni Merit Award given by Gonzaga University, Spokane, Washington, in October, 2012 Richard Sayre is a Certified Elder Law Attorney, a certification given by the National Elder Law Foundation, an ABA approved certification program. The Supreme Court of Washington does not recognize specialties, and certification is not required to practice law in Washington Carla Calogero Carla Calogero is an attorney at Reed, Longyear, Malnati & Ahrens, PLLC in Seattle. Ms. Calogero's practice is limited to the representation of persons involved in guardianships, vulnerable adult protective actions, probates, and trusts, and to advance care, end of life, and estate planning. In addition, Ms. Calogero is regularly appointed by the King County Superior Court as Guardian ad Litem or Special Representative for incapacitated persons in guardianship, trust, probate and litigation matters. She the immediate past Chair of the Elder Law Section of the Washington State Bar Association and a past Chair of the King County Bar Association Guardianship and Elder Law Section. Ms. Calogero received her J.D. from Seattle University School of Law, as well as an M.A. in Bioethics from the University of Washington, and an M.A. in Education from Western Washington University.

  • Presenters Kenneth Brown Kenneth Brown is a Team Leader with the Social Security Administration, Office of Intergovernmental and External Affairs. Robert Fleming Robert Fleming in an attorney with the firm of Fleming & Curti, P.L.C., a firm devoted solely to the practice of elder law, including guardianship and conservatorship, long-term care planning, estate planning, and probate. Fleming has been certified as a Specialist in Estate and Trust Law and he is a Certified Elder Law Attorney by the National Elder Law Foundation. Additionally, Fleming was one of the litigants in the Arizona Supreme Court case of Rasmussen v. Fleming, which established the right of incompetent patients (through their guardians) to refuse life-sustaining treatment when there is little prospect of recovery. Fleming authored The Elder Law Answer Book. Additionally, Fleming is a member of the Special Needs Alliance and the Elder Law Alliance. He is also a fellow of both the American College of Trust and Estate Counsel and the National Academy of Elder Law Attorneys. Trudy James Trudy James is a seminary graduate and retired interfaith hospital chaplain. She learned hands-on lessons about death, dying and grief in the early days of the AIDS epidemic in the South, and her ground- breaking work with AIDS was honored at the Clinton White House. Later, she created an AIDS Care Team program in Seattle and served as a chaplain at the Seattle Cancer Care Alliance. After retiring, she spent four years pioneering community-based end of life planning workshops and two years producing a 30 minute film called Speaking of Dying that reflects the heart of those groups. The film is useful for individuals, groups and families who want to become more comfortable discussing good endings. She has also trained ten Heartwork facilitators who conduct end-of-life planning workshops throughout the Puget Sound area. Learn more at William Reeves Will Reeves is a Financial Policy Analyst for the Washington State Department of Social and Health Services (DSHS), Aging and Long-Term Support Administration (ALTSA). Will is charged primarily with financial eligibility and policy training for the state’s workers who determine eligibility for services through Medicaid or state-funded programs, but also tackles a range of policy issues regarding Medicaid financial eligibility. Will grew up in Seattle and began his training career serving eight years in the Navy’s submarine service. After the military, Will completed his masters and law degree at Seattle University. He then soon joined Home & Community Services (HCS) division within ALTSA at the Seattle office in 2012. With HCS, Will has been a financial eligibility worker and financial lead worker, and has been at ALTSA headquarters since 2014. Will enjoys listening to all kinds of music through an ever-expanding collection of headphones