RegisteR now and save $100!
eaRly BiRd RegistRation availaBle
uNtil october 2, 2009.
November 5–8, 2009
Hyatt Regency JeRsey city • JeRsey city, new JeRsey
don’t miss this unique opportunity to lay
the foundation with the Introduction to
Special Needs and Elder Law and pave
the way to a more advanced program
focusing specifically on Public Benefits
and Guardianship issues.
Keep up with current developments.
november 5–8, 2009
Hyatt Regency Jersey city • Jersey city, new Jersey
he National Academy of Elder Law Attor- Frolik (Planning for Incapacity); Bill Brisk (Operat- Mediation, Contested Guardianships, Alterna-
neys is pitching a Doubleheader beginning ing and Managing an Elder and Disability Law tive to Guardianships, Functional vs. Medical
with the Introduction to Special Needs and Practice); and Mary Alice Jackson and Ed Boyer Standards and Post-Incapacity, and Post-Mortem
Elder Law Program and followed by the Public (Representing a Client With Marginal Capacity). Public Benefits Planning. Playing the field for the
Benefits and Guardianship Institute. Both pro- The program will have much to offer attendees second program include several renowned and
grams will be held at the Hyatt Regency Jersey who are new to Special Needs and Elder Law, as well-respected practitioners, such as Vicki Got-
City, across the river and with a tremendous view well as those wanting to expand their experience tlich, Shirley Whitenack, Cynthia Barrett, Profes-
of the New York City skyline at half the cost! Reg- as Elder Law attorneys. sor Kim Dayton, Peter Strauss, and NAELA Past
istrants can participate in just one program or Presidents Bernard Krooks and Vincent Russo.
the entire Doubleheader. This is a unique oppor- veteran’s administration The program will close with a hot and timely
tunity to lay the foundation with the Introduction general session topic, Health Care Reform, presented by those
Program and pave the way to a more advanced
A Veteran’s Administration (VA) General Session in the organization who are in the thick of things
program focusing specifically on Public Benefits
will be offered on Saturday, November 7, 2009. when it comes to public policy, and in anticipa-
and Guardianship issues.
VA benefits planning has expanded and many are tion that new federal legislation in this regard
incorporating this field into their practice, particu- will have recently been enacted. This session is
the special needs and a must given the dramatic impact such reform
larly in response to the recent downturn in the
elder law line-Up economy and its potential impact on the practice will have on health insurance coverage and
The first program, Introduction to Special Needs of Elder Law and to more comprehensively meet long-term care benefits, as well as Medicare and
and Elder Law, has a terrific line-up of speak- the needs of the population we serve. General Medicaid, and will ensure that you are able to
ers and topics. Peter Strauss, a pioneer among CLE credits are being applied for; however, this counsel your clients on what is current and on
Elder Law attorneys and one of NAELA’s first four session is also designed to satisfy the minimum how health care reform will impact them person-
Fellows, will provide the keynote address on the three hours of continuing education required ally.
past, present and future of Elder Law. Presenters by the Department of Veterans Affairs within Reserve your seat now for NAELA’s 2009 Double-
include Charlie Sabatino (Elder Law Ethics); Eric one year after receiving accreditation as a VA header. The program will provide both education
Carlson (Nursing Home Issues); Thomas Begley claims agent or attorney as well as the CLE hours and networking opportunities and is for both the
Jr., Joanne Jeffries, and Ron Fatoullah (Medi- required to maintain VA accreditation thereafter, newer and seasoned practitioner. For more infor-
caid Issues); Patti Dudek and Thomas Begley, thereby enabling those practitioners to formally mation, please visit www.NAELA.org or contact
Jr. (Special Needs Law and Trust Drafting); Larry represent clients before the VA. The Application NAELA Director of Meetings and Education Casey
for Accreditation as a Claims Agent or Attorney Anderson, firstname.lastname@example.org.
(VA Form 21a) may be found at www.va.gov/
vaforms/va/pdf/VA21a.pdf and confirmation of
accreditation by the VA must be received prior to
taking the session.
Leading the Way in Special Needs and Elder Law SM
Nancy P. Gibson, Esq.
The national academy of elder law Public Benefits and guardianship
institute tracks Chair, Introduction to Special
attorneys, Inc. (NAELA) is a non-profit asso-
Needs and Elder Law Program
ciation that assists lawyers, bar organizations The second program, the Public Benefits and
and others who work with older clients, those Guardianship Institute, is designed to have two
with special needs, and their families. Estab- simultaneous tracks — a Public Benefits Track
lished in 1987, NAELA provides a resource and a Guardianship Track. The Public Benefits
of information, education, networking, and Bridget O’Brien Swartz, CELA
Track is preceded by two excellent programs
assistance to those who deal with the many related to special needs planning and trusts Co-Chair, Public Benefits and
specialized issues involved with legal services (the Summer Special Needs Program and the Guardianship Institute
to the elderly and people with disabilities. Special Needs UnProgram) and, thus, it does
The mission of the National Academy of Elder not attempt to duplicate such efforts but rather
Law Attorneys is to establish NAELA members educate on a broader range of public benefit
as the premier providers of legal advocacy, issues, such as Medicare Part C, the use of re-
verse mortgages in Medicaid planning, Medicaid Kathleen (K.T.)
guidance and services to enhance the lives
Home and Community Based Waiver programs, Whitehead, CELA
of people with disabilities and people as
they age. NAELA sponsors this event to and more. Co-Chair, Public Benefits and
provide continuing education for new and The Guardianship Track is the first NAELA has Guardianship Institute
experienced attorneys on the latest Elder and ever offered at one of its programs. You can
Special Needs Law issues. expect to cover such issues as Guardianship and
2 Register online at www.naela.org
schedule of events
wednesday, novemBeR 4, 2009 Peter J. Strauss, JD, is a Senior Counsel in
the Business Law practice in Epstein Becker oVErViEw of social sEcUrity
12:00 p.m.–5:00 p.m. & Green’s New York office. Mr. Strauss has Disability aND ssi Eligibility: what
Exhibit Display sEt Up practiced trusts and estates law and estate and all attorNEys shoUlD kNow
guardianship litigation since 1961, and has a Barbara R. Silverstone, JD, NOSSCR Staff
10:00 a.m.–5:00 p.m. particular knowledge of the legal problems of the Attorney
aging and persons with disabilities. He was one
NaEla boarD of DirEctors MEEtiNg Attorneys practicing in other areas of the law
of the first attorneys in the country to focus on
what is now known as Elder Law. should know the basics of Social Security Dis-
ability law to advise their clients on potential
tHURsday, novemBeR 5, 2009 2:30 p.m.–2:45 p.m. eligibility and to insure that they are not doing
anything that may jeopardize future eligibility for
9:00 a.m.–5:00 p.m. Visit with Exhibitors
these benefits. This workshop will include an
NaEla rEgistratioN DEsk opEN 2:45 p.m.–4:00 p.m. overview of the eligibility criteria for Social Secu-
rity Disability and SSI benefits. Social Security
9:00 a.m.–5:00 p.m. gENEral sEssioN 2: opEratiNg aND
benefits may be available to disabled adults,
MaNagiNg aN ElDEr law/Disability
NaEla Exhibit hall opEN retirees and certain survivors. Supplemental
Security Income may be paid to low-income dis-
9:00 a.m.–1:00 p.m. Included in Registration Fee
abled adults and children. Find out the criteria.
Session Passes Available
NaEla law stUDENt Day William J. Brisk, CELA
11:00 a.m.–1:00 p.m. After defining a successful practice, learn the FRiday, novemBeR 6, 2009
skills needed to achieve success, describe ways
MEEt aND grEEt Exhibitors
to organize one’s practice, recommend specific 7:00 a.m.
1:00 p.m.–2:30 p.m. ways to keep track of cases, examine the means
NaEla’s craig gorDoN walk
to achieve sustainable client development, and
wElcoME rEMarks aND kEyNotE consider simple changes that can produce major 8:00 a.m.–5:00 p.m.
sEssioN: ElDEr law — past, results. Extensive materials will feature manage-
prEsENt, aND fUtUrE NaEla rEgistratioN DEsk opEN
ment forms that can be used immediately to
Included in Registration Fee transform your practice.
Session Passes Available 8:00 a.m.–5:00 p.m.
Peter J. Strauss, a founding member 4:00 p.m.–4:15 p.m. NaEla Exhibit hall opEN
of NAELA and one of the first class Visit with Exhibitors 8:00 a.m.–9:15 a.m.
of members elected as Fellows
in 1989, will talk about NAELA’s 4:15 p.m.–5:30 p.m. gENEral sEssioN 3:
history and achievements and the NUrsiNg hoME issUEs
development of the Elder Law practice in the Included in Registration Fee Continental Breakfast Included in Registration
United States. Peter will comment on his view Session Passes Available Fee
of what issues will occupy the time of Elder Law Session Passes Available
attorneys over the next 10 years and beyond. oVErViEw of MEDicaiD Eric M. Carlson, Director of the Long-Term Care
Ronald Fatoullah, CELA Project of the National Senior Citizens Law
How has the Deficit Reduction Act changed the Center (NSCLC)
track logo keys Medicaid eligibility landscape? Life after the DRA The Federal Nursing Home Reform
continues, so knowing basic rules and plan- Law sets high standards, but those
introduction to special ning techniques will assist you in navigating the standards too often are disregarded
needs and elder law Medicaid program. by nursing homes in their day-to-day
Program gUarDiaNship oVErViEw practices. Attend this session to
Catherine Anne Seal, JD, LLM, CELA receive a broad introduction to the
Public Benefits and Reform Law and learn how its provi-
guardianship institute Learn the basics of handling a guardianship and/
sions can be used to resolve common
or conservatorship case, from the initial intake/
problems encountered by nursing
screening process, preparing and filing a peti-
Public Benefits track home residents.
tion, preparing for and attending the hearing to
appoint the guardian and/or conservator, through
the post-hearing process. Discussion on the
duties and powers of guardians and conserva-
* Please note that all sessions in the Guard- tors, use of limited guardianships and single
ianship Track will be a 45-minute lecture, transaction conservatorship, and the pros and
followed by a 30-minute workshop on the cons of continuing representation post-appoint-
same topic. ment. Use of emergency appointment proce-
dures will also be covered.
Register online at www.naela.org 3
be appointed for them in one of two ways. While
stUDENt JoUrNal writiNg they still have mental capacity, individuals can tHURsday, novemBeR 5, 2009
coMpEtitioN awarD name an agent in a durable power of attorney.
Each year NAELA sponsors a Student Journal For those incapacitated persons who have not Naela law student day
Writing Competition for currently enrolled law signed a durable power of attorney, the state, a complimentary introduction to
students. The top eight papers are published acting through the courts, may appoint a guard- special needs and elder law
in the NAELA Student Journal and the authors ian or conservator. Discover best practices when
receive a complimentary one-year student creating durable powers of attorney and examine nominate your students by
membership in NAELA. The first place winner how state guardianship and conservatorship september 25, 2009
also receives $1,000 for travel and meeting- statutes operate. NAELA is offering an invitation to attend a
related expenses to attend the Doubleheader, MEDicaiD for MarriED pErsoNs special Law Student Day on Thursday, No-
where he or she will receive the prize. Thomas D. Begley, Jr., CELA vember 5, 2009, at NAELA’s Introduction
ElDEr lEaDErship awarD Jo-Anne Herina Jeffreys, Esq., CELA to Special Needs and Elder Law Program.
NAELA’s Elder Leadership Award will be One of the most important objectives of a Law Student Day begins with a break-
presented during the Public Medicaid recipient is ensuring that the Com-
fast and brief welcome by both new and
Benefits and Guardian- munity Spouse can maintain his or her standard
experienced lawyers practicing in the field
ship Institute. Nominated of living. Explore all of the strategies available
by NAELA members, the to protect the Community Spouse including of Elder and Special Needs Law, followed
recipient has made significant contributions spend down, conversion of countable assets to by presentations from current NAELA
to seniors on a national level in the form of non-countable assets, and transfers of assets. members on the following topics:
sustained exemplary service, or as the result Appeals for expansion of the minimum Monthly E
• lder Law and Private Practice
of an outstanding single achievement or Maintenance Needs Allowance and Commu- E
• lder Law and Public Interest Practice
public service. nity Spouse Resource Allowance will also be A
• cademics in Elder Law
• he Transition From Student to Elder
11:15 p.m.–12:30 p.m. Law Attorney
9:15 a.m.–9:45 a.m. gENEral sEssioN 4: Ethical issUEs Students then have the opportunity to ask
Visit with Exhibitors iN ElDEr law questions during a special panel discus-
sion on topics ranging from legal issues to
Included in Registration Fee
9:45 a.m.–11:00 a.m. the practical aspects of securing a job in
Session Passes Available
brEakoUt sEssioNs Charles P Sabatino, JD, Director of the ABA
. Elder and Special Needs Law.
Included in Registration Fee Commission on Law and Aging Following a brief lunch at their own
Session Passes Available
Difficult professional ethical issues arise expense, students join lawyers at the
top tEN tax topics frequently in providing legal services to elderly Introduction to Special Needs and
Robert Anderson, CELA clients, especially regarding capacity, identify- Elder Law program for a comprehensive
Hyman Darling, CELA ing the client in the context of a family network, overview of the many facets of Elder and
This “taxing” presentation will provide 10 rela- conflicts of interest, and confidentiality. Using a Special Needs Law. All materials are
series of thought-provoking written vignettes, Mr.
tively basic issues including income, estate, and provided free of charge to students via
gift taxes that every practitioner should have a Sabatino will examine key ethical issues in Elder
working knowledge of in order to properly advise Law. The NAELA Aspirational Ethical Standards
clients. Examples of each issue will also be will also be introduced. Students are invited to attend the Open-
presented. ing Reception on Friday evening. The cost
12:35 p.m.–1:50 p.m.
is $70 per person. Students can meet
oVErViEw plaNNiNg for iNcapacity/ gENEral sEssioN 5: plaNNiNg for and network with Elder and Special Needs
powEr of attorNEy pErsoNs with DisabilitiEs Law attorneys and other law students.
Lawrence A. Frolik, Professor of Law at the Lunch Included in Registration Fee
University of Pittsburgh School of Law Session Passes Available Because the bottom line is often the de-
The law assumes that adult individuals have the Patricia E. Kefalas Dudek, Esq. terminative factor for many law students,
mental capacity to make rational decisions. If there is no cost to the selected students
Don’t miss this complete overview of Special
they do not, a substituted decision maker must or nominating professor to attend the
Needs Planning, including SNTs, Public Benefits
Eligibility, and Special Needs Housing. special Introduction to Special Needs and
track logo keys Elder Law sessions. space is limited to
2:00 p.m.–3:15 p.m. only 30 law students. Reservations are
introduction to special brEakoUt sEssioNs taken on a first come, first serve basis. in
needs and elder law Included in Registration Fee addition, a limited number of $350
Program Session Passes Available scholarships are available to students
ElDEr fiNaNcial ExploitatioN: froM who show a strong interest in the field
Public Benefits and
guardianship institute astor to UNDUE iNflUENcE of Elder and Special Needs Law. These
Lori Stiegel, JD, Senior Attorney, American Bar scholarships will reimburse students for
Association Commission on Law and Aging any out-of-pocket expenses associated
Public Benefits track with attendance to Law Student Day
Learn more about:
and/or registration for the full Institute
1. The types of financial exploitation, including
guardianship track* power of attorney and guardianship abuse,
program. For more information please
sweetheart scams, and undue influence; contact Meredith Hansen, mhansen@
* Please note that all sessions in the Guard-
2. The extent and cost of the problem; naela.org or call 703-942-5711.
ianship Track will be a 45-minute lecture,
followed by a 30-minute workshop on the 3. Victim characteristics and dynamics;
same topic. 4. Risk factors, indicators, and the need for
4 Register online at www.naela.org
save Select sessions will be videotaped and available on BRing yoUR staFF to tHe game!
72%! NAELA’s Online Education Library at a special discount for
naela has opened registration
conference attendees only. for the Introduction Program
NAELA knows you’re not always able to get to every session you’d like to attend. Select sessions will (only) to staff members (i.e.
be videotaped and available for download from NAELA’s Online Education Library following the event.
paralegals, associates, legal
As an additional benefit, conference attendees will be provided a coupon code for 72% off each
seminar purchased. assistants, etc).
Sessions will be available on www.NAELA.org, click on Events>Online Education Library. This program will provide a complete
overview of Elder and Special Needs
Law. Your staff will also be able to attend
5. Ethical issues; capacity, role of the court-appointed attorney in the three-hour VA session on Saturday,
6. Civil and criminal remedies; and guardianship cases, undue influence, mitigating November 7, 2009.
7. System change opportunities. and qualifying factors in affecting capacity, and
ways to enhance capacity in clients. Keep your staff up-to-date and register
DraftiNg of sNts them now!
Thomas D. Begley, Jr., CELA taxatioN of sNts
Gain knowledge of the types of Special Needs
Trusts, including Third Party, First Party, and Sharon Kovacs Gruer, Esq., LLM, CELA 5:30 p.m.–8:00 p.m.
Pooled Trusts. Also gather information on the Jennifer L. Vanderveen, CELA
various public benefits programs that determine A comprehensive overview on the taxation of
if a Special Needs Trust is utilized. Finally, draft- supplemental needs trusts, including a review of
ing requirements, including the 2009 Revision to 2009 NaEla DoUblEhEaDEr: rEcEptioN
tax reporting requirements, non-grantor trusts,
the POMS, will be discussed. Included in Registration Fee
grantor trusts, qualified disability trusts, gift tax,
Reception Tickets Available
oVErViEw of MEDicarE estate tax, income tax, and IRA benefits payable
Alfred J. Chiplin, Jr., JD, MDiv, CPE, to an SNT. Both programs are joining bullpens to enjoy
Senior Policy Attorney with the Center for networking and socializing. Be sure to introduce
roUNDtablE DiscUssioNs — opEN
Medicare Advocacy, Inc. yourself to our First-Time Attendees and Law
Students. Complimentary hors d’oevres will be
This session will provide an introduction to the Working on a difficult case or just want to served.
basics of Medicare, including coverage for per- network with other professionals? This is an
sons under age 65. The session will begin with opportunity for informal discussions on issues of
a 10-question Medicare true/false quiz to focus practice management and development, Elder
the discussion. Special topics will include rules Law, and Special Needs Law. Experienced NAELA
for coverage of ambulance transport, obtain- members will be available to facilitate discus-
ing durable medical equipment, understanding sions based upon attendee interest.
concepts of “home bound” for purpose of the
Medicare home health benefit, and exploring
problems and concerns about the Medicare Part
B income-related premium applicable to higher
3:15 p.m.–3:45 p.m. Special Thanks to the 2009 Special Thanks to the 2009 Patricia Elrod-Hill (Practice
NAELA Introduction to NAELA Public Benefits Management/Practice
Visit with Exhibitors
Special Needs and Elder Law and Guardianship Program Development Section)
3:45 p.m.–5:00 p.m. Program Committee: Committee: Norcross, Ga.
brEakoUt sEssioNs Pam Keller (Advocacy/
Nancy Gibson, Esq., Chair Bridget O’Brien Swartz, Litigation Section)
Included in Registration Fee
Missoula, Mont. CELA, Co-Chair (Public Punta Gorda, Fla.
Session Passes Available
Vicki Gottlich (Benefits and Sharon Rivenson Mark, CELA
rEprEsENtiNg cliENts with Phoenix, Ariz.
DiMiNishED capacity: Ethical,
Washington, D.C. Kathleen (KT) Whitehead, Jersey City, N.J.
lEgal, aND practical issUEs
CELA , Co-Chair
Edwin M. Boyer, Esq. Jerry Hyman (Benefits and Robert Martin (Tax Section)
Mary Alice Jackson, Esq. Financing Section) Rapid City, S.D.
San Antonio, Texas
Through the presentation of actual case studies Collier Moore (Benefits and
A. Jude Avelino (Trusts and
and current research and case law, this panel will Derryl Molina (Young/New Financing Section)
explore the practical, ethical, and legal issues Attorneys Section) Springdale, Ark.
New York, N.Y.
involved in representing clients with diminished San Jose, Calif.
capacity in the Elder Law context. Specific topics Terry Berthelot (Health Care Rene Reixach
Mary Wanderpolo, CELA Rochester, N.Y.
will include formal and informal assessment of Section)
client capacity, legal vs. clinical capacity, what is Mansfield, Conn. Catherine Anne Seal, CELA
dementia, legal standards of capacity, attorney Colorado Springs, Colo.
liability in representing clients with diminished
Newburyport, Mass. Shirley Berger Whitenack,
capacity, public benefits representation of clients
with diminished capacity, working with non-elder Donald Chapin, CELA Esq.
law attorneys regarding their clients with dimin- (Special Needs Law Section) Morristown, N.J.
ished capacity, application of the Model Rules Hilliard, Ohio Marta Williger, CELA
of Professional Responsibility, Rule 1.14, 1.6, Munroe Falls, Ohio
and 1.3 in representing clients with diminished
Register online at www.naela.org 5
schedule of events
satURday, novemBeR 7, 2009 8:00 a.m.–9:15 a.m. 12:15 p.m.–1:30 p.m.
altErNatiVEs to gUarDiaNship: wElcoME rEMarks
8:00 a.m.–5:00 p.m. caN gUarDiaNship bE aVoiDED? gENEral sEssioN 2:
NaEla rEgistratioN DEsk opEN Continental Breakfast Included in Registration cliftoN b. krUsE, Jr. Ethics
Fee lEctUrE — lEgal Ethics
8:00 a.m.–5:00 p.m. Session Passes Available MaybErry stylE
NaEla Exhibit hall opEN Paul R. Kietzman, General Counsel, NYSARC, Included in Institute Registration Fee
Inc. Session Passes Available
8:00 a.m.–11:30 a.m. .
Robert P Mascali, Associate General Counsel,
Each year NAELA hosts this ethics lecture in
gENEral sEssioN 1: NYSARC, Inc.
honor of former member and founder Clifton
Va sEssioN Innovative practices will be offered that can be B. Kruse, Jr. The delivery of this lecture
Continental Breakfast Included in Registration used to avoid the need for a formal guardianship focuses on Elder and Special Needs Law
Fee for an individual with developmental disabilities. Ethics and Professionalism.
Session Passes Available The panel presentation will be followed by a
M. Keith Branyon focuses his practice
Michelle D. Beneski, Esq., VA Accredited Attorney workshop-style directed discussion led by panel
on estate planning, probate, guard-
Sanford (Sandy) J. Mall, JD, CELA, VA Accredited members and leaders from the Guardianship/
ianship, and tax law. He is an expe-
Attorney Capacity Section.
rienced litigator in probate, trust and
This course is for the attorney who has registered 9:15 a.m.–9:45 a.m. guardianship disputes, has recently
with the Department of Veterans Affairs (VA) published Texas Probate — Forms and Procedure
Visit with Exhibitors (James Publishing, 2008), and is a frequent CLE
and has received his or her accreditation letter
speaker. He is a Fellow of the American College
from the Veteran’s Administration. The course is 9:45 a.m.–11:00 a.m.
designed to satisfy the three hours of continuing of Trust and Estate Council and is certified by the
MENtal hEalth aND gUarDiaNship Texas Board of Legal Specialization in Tax Law
legal education required by the VA within one
Fay Blix, CELA and in Estate Planning and Probate Law.
year after receiving accreditation. The course
John J. Ford, Neighborhood Legal Services
will cover representation before the VA, claims The lecture will illustrate the Model Rules of
Sheila Shea, New York Appellate Division
procedures, basic eligibility for VA benefits, right Professional Conduct with clips from the “Andy
to appeal, disability compensation (38 U.S.C. The intersection of Guardianship and Mental Griffith Show.”
Chapter 11), dependency and indemnity com- Health procedures can be a challenging situa-
pensation (38 U.S.C. Chapter 13), and pension tion. How does a practitioner coordinate the two 1:30 p.m.–1:45 p.m.
(38 U.S.C. Chapter 15). procedures — care for the incapacitated person Visit with Exhibitors
and assist the family? The panel presentation will
be followed by a workshop-style directed discus- 1:45 p.m.–3:00 p.m.
sion led by panel members and leaders from the
Guardianship/ Capacity Section.
Included in Registration Fee
11:30 a.m.–12:15 p.m. Session Passes Available
Exhibitor NEtworkiNg lUNchEoN rEVErsE MortgagEs, MEDicaiD,
track logo keys aND taxEs
Lunch Included in Institute Registration Fee Bernard A. Krooks, CELA
introduction to special Vincent J. Russo, JD, LLM, CELA
Lunch Tickets Available
needs and elder law
Program Come and enjoy networking with all of NAELA’s Two of NAELA’s finest attorneys will investigate
Exhibitors and Sponsors. Learn how their prod- the income tax consequences of reverse mort-
Public Benefits and ucts and services can assist you in being more gages, intended deductions, and treatment of
guardianship institute successful. reverse mortgages under Medicaid.
Public Benefits track
* Please note that all sessions in the Guard-
ianship Track will be a 45-minute lecture,
followed by a 30-minute workshop on the
6 Register online at www.naela.org
save Select sessions will be videotaped and available on
iNcoME oNly trUsts to qUalify for 72%!
pUblic bENEfits NAELA’s Online Education Library at a special discount for
Evan H. Farr, CELA conference attendees only.
Jerry A. Hyman JD, LLM NAELA knows you’re not always able to get to every session you’d like to attend. Select sessions will
Public Benefits are resources, just like assets, be videotaped and available for download from NAELA’s Online Education Library following the event.
income and insurance are used to pay for long- As an additional benefit, conference attendees will be provided a coupon code for 72% off each
term care and preserving one’s home. Learn how seminar purchased.
irrevocable Income-Only Trusts can coordinate Sessions will be available on www.NAELA.org, click on Events>Online Education Library.
and maximize public benefits, as part of a legal
and financial plan, to achieve such goals.
MEDiatioN aND gUarDiaNship: The National Guardianship Association has
part 1 recently conducted Quality Improvement Reviews
MEDicaiD hoME aND coMMUNity
Kim Dayton, Esq., Professor of Law at the of the Vermont Office of Public Guardian and of
basED waiVErs UpDatE
William Mitchell College of Law the guardianship procedures of the Delaware
Rob Eichelbaum, Adjunct Professor at St. Mary’s Gene Coffey, National Senior Citizens Law Center Chancery Courts. Members of the review teams
University School of Law Morris Klein, CELA and of the offices reviewed will discuss why they
Lawrence M. Grosberg, Professor of Law at New requested the reviews, how the reviews were con-
Waiver programs are becoming more popular ducted, and what are their anticipated benefits.
York Law School and attorneys need to know how such programs
Robert J. Rhudy, JD, President and Executive work. Attend this session to stay ahead of the bENEfits & fiNaNciNg sEctioN:
Director of Senior Mediation and Decision- trend. MEDicarE part c aDVaNtagE
Making, Inc. prograM
MEDiatioN aND gUarDiaNship: Vicki Gottlich, JD, LLM, Senior Policy Attorney,
Guardianship mediation could be the next big part 2
thing in dispute resolution. What’s all the fuss Center for Medicare Advocacy, Inc.
Kim Dayton, Esq., Professor of Law at the Dina Wizmur, JD
about? This panel will address such matters William Mitchell College of Law
as what is guardianship mediation, when it is Rob Eichelbaum, Adjunct Professor at St. Mary’s Medicare C (Advantage) Plans are becoming
appropriate, regulation (or lack thereof) of guard- University School of Law more common. Clients are confused, providers
ianship mediators, and what special ethical con- Lawrence M. Grosberg, Professor of Law at New are confused. Find out how to know when your
cerns can arise in guardianship mediation cases. York Law School client is covered by an Advantage Plan, how to
Guardianship mediation programs in a number Robert J. Rhudy, JD, President and Executive get a copy of the Plan document, what to look
of jurisdictions including Alaska, New York, and Director of Senior Mediation and Decision- for, and how to advocate to make sure your cli-
North Carolina will also be described. The panel Making, Inc. ent gets all the benefits he or she is entitled to
presentation will be followed by a workshop-style receive.
directed discussion led by panel members and Continuation of Mediation and Guardianship:
leaders from the Guardianship/Capacity Section. Part 1. The panel presentation will be followed by pUblic bENEfits plaNNiNg
a workshop-style directed discussion led by panel post gUarDiaNship
3:00 p.m.–3:30 p.m. members and leaders from the Guardianship/ Donna R. Bashaw, CELA
Visit with Exhibitors Capacity Section. Donald D. Vanarelli, CELA
5:00 p.m. Marta J. Williger, JD, CELA
3:30 p.m.–4:45 p.m.
EVENiNg oN owN Explore ways and means for guardians to plan for
brEakoUt sEssioNs public benefits on behalf of their wards. Topics
Included in Registration Fee will include court sanctioned transfers of assets,
Session Passes Available challenges of dealing with public agencies and
sUnday, novemBeR 8, 2009
MEDicarE Myths procedures for seeking out appropriate public
8:00 a.m.–1:00 p.m. benefits. The panel presentation will be followed
by a workshop-style directed discussion led by
Alfred J. Chiplin, Jr., JD, MDiv, CPE, Senior Policy NaEla rEgistratioN DEsk opEN panel members and leaders from the Guardian-
Attorney, Center for Medicare Advocacy, Inc.
Vicki Gottlich, JD, LLM, Senior Policy Attorney, 8:00 a.m.–12:00 p.m.
Center for Medicare Advocacy, Inc. NaEla Exhibit hall opEN 9:15 a.m.–9:30 a.m.
Judith Stein, JD, Executive Director, Center for
Visit with Exhibitors
Medicare Advocacy, Inc. 8:00 a.m.–9:15 a.m.
Too frequently, misunderstandings and misinfor- brEakoUt sEssioNs 9:30 a.m.–10:45 a.m.
mation bar Medicare coverage and necessary Continental Breakfast Included in Registration brEakoUt sEssioNs
health care. This session will discuss the myths Fee Included in Registration Fee
and realities of Medicare coverage. We will Session Passes Available Session Passes Available
debunk various inappropriate barriers to coverage
thE whys aND whErEforEs of MiDgts vs. spas
and care, including the all-encompassing “Im-
qUality iMproVEMENt rEViEws of
provement Standard,” which constantly blocks
coUrts aND pUblic gUarDiaNship
access for people with long-term conditions, the .
Timothy P Crawford, CELA
notion that Medicare home care is only for short
Vicki Alkire, NMG, CPHQ, LHCRM, CMC, Viable Learn the best way to protect your home from
periods, the perceived limitations of Medicare
Alternatives, President of National Guardianship the high cost of nursing home care. How to do it
hospice coverage, and the limited, but nonethe-
Association without a tax bill for your children if the property
less, often under utilized Medicare nursing home
Gail Falk, Director, Vermont Office of Public is sold? How to keep control of your house yet
benefit. Real client examples and practical tips
Guardian have it protected? Trust (MIDGT) or life estate
will be included in the discussion.
Sally Hurme, JD, Senior Project Manager, AARP , (SPA), which to use? If you use a life estate,
National Guardianship Board of Directors couple it with a retained special power of ap-
Patricia Randolph, Chief Register Delaware pointment to keep even greater control.
Register online at www.naela.org 7
allow — and in some cases require — medical
attention exHiBitoRs and sPonsoRs!
testimony in determining capacity, including the coNtEstED gUarDiaNships: sworD
Exhibiting at the 2009 NAELA Doubleheader alleged incapacitated person’s treating physician, aND shiElD
provides you with two programs for the price to be used in guardianship proceedings, an ap- Cynthia L. Barrett, CELA
the one. You will have direct contact with over proach known as the “medical model.” This pro- Shirley Berger Whitenack, Esq.
300 attorneys and other professionals who gram will discuss the appropriateness of the two
approaches and whether they are consistent with While many family members initiate guardian-
recommend or make the final purchasing
the best interests of the alleged incapacitated ships to protect an alleged mentally incapaci-
decision about the products and services you
person. The panel presentation will be followed tated person, some are motivated by a desire
provide. For more information on how you
by a workshop-style directed discussion led by to control a relative and his or her assets. This
can exhibit or sponsor, contact Casey Ander-
panel members and leaders from the Guardian- session will focus on litigation techniques and
son at NAELA, 703-942-5711, or by
ship/ Capacity Section. ways to improve the life of the incapacitated
e-mail at email@example.com. A copy of
person, preempt fights and chaos, and improve
the exhibitor prospectus is available online: 10:45 a.m.–11:00 a.m. post-mortem positions through contested guard-
go to www.NAELA.org and click the Events
ianships. The panel presentation will be followed
tab at the top of the page. Visit with Exhibitors
by a workshop-style directed discussion led by
11:00 a.m.–12:15 p.m. panel members and leaders from the Guardian-
fair hEariNgs aND appEals: Included in Registration Fee 12:00 p.m.–4:00 p.m.
MakiNg thE rEcorD for statE Session Passes Available
Exhibitor tEar DowN
coUrt rEViEw or briNgiNg a fEDEral litigatioN oN MEDicaiD
fEDEral coUrt casE iNstEaD issUEs 12:30 p.m.–1:45 p.m.
Sharon Rivenson Mark gENEral sEssioN #3:
Rene Reixach, Esq. William J. Browning, CELA
Aytan Bellin, Esq. hEalth carE rEforM 2009:
Shirley Berger Whitenack, Esq. how it will chaNgE
John W. Callinan, CELA
Gain knowledge of tools you will need to repre- Kemp Scales, Esq., CELA MEDicarE, MEDicaiD, aND
sent clients in fair hearings and to create records loNg-tErM carE
for appeals in state courts. Participants will also Don’t miss this update on the status of the lead- Included in Registration Fee
learn when to file an action in federal court ing litigation cases pending concerning “rule of Session Passes Available
instead of going through the state administrative halves gifts” and spousal planning involving DRA Moderator: Brian W. Lindberg, MMHS, NAELA
procedures. Promissory Notes, DRA Annuities, and Partial Public Policy Consultant
Cures. The “never-ending penalty,” where the Gene Coffey, National Senior Citizens Law Center
staNDarD of proof: MEDical state refuses to start a penalty period but impos- Vicki Gottlich, JD, LLM, Senior Policy Attorney,
MoDEl or fUNctioNal MoDEl es a penalty when an individual transfers assets Center for Medicare Advocacy, Inc.
Carolyn Byrne, Esq. and applies for HCBS, will also be discussed. .
Charles P Sabatino, JD, Director of the ABA
Catherine Anne Seal, CELA
Commission on Law and Aging
Peter J. Strauss, JD
Edward E. Zetlin, Esq. This panel of “inside the beltway” law and ag-
ing advocates will provide an up-to-the-minute
States that have modernized their guardianship
review of health care reform proposals and how
statutes have adopted a “least restrictive alterna-
they will change critical programs serving special
tive” approach, authorizing the guardian to
needs and older clients.
exercise only those powers that are necessary to
perform functions the incapacitated person is un-
able to handle, and providing greater protection
of the alleged incapacitated person’s civil rights. 2009–2010 naela BoaRd oF diRectoRs
Among those rights is the patient’s privilege to
have his or her medical records not be disclosed PRESIDENT Timothy P. Crawford, CELA Dennis M. Sandoval, CELA
and used as proof of incapacity. States that rec- Stephen J. Silverberg, CELA Riverside, Calif.
ognize the patient-physician privilege have been Racine, Wis.
Wendy H. Sheinberg, CELA
described as having a standard of proof known East Meadow, N.Y.
Hyman G. Darling, CELA Brooklyn, N.Y.
as the “medical model,” allowing for the appoint- PRESIDENT-ELECT Springfield, Mass.
Kristi Vetri, Esq.
ment of a guardian by establishing the functional Ruth A. Phelps, CELA
A. Kimberley Dayton, Esq. Rapid City, S.D.
deficiencies of the alleged incapacitated person Pasadena, Calif.
through non-medical testimony. Other states Kathleen T. Whitehead, CELA
VICE PRESIDENT Minneapolis, Minn.
Edwin M. Boyer, Esq.
Robert B. Fleming, CELA San Antonio, Texas
Shirley Berger Whitenack,
Bradley J. Frigon, CELA Esq.
Gregory S. French, CELA
Englewood, Colo. Morristown, N.J.
Nancy P. Gibson, Esq. EXECUTIVE DIRECTOR
Howard S. Krooks, CELA Peter G. Wacht, CAE
Boca Raton, Fla. Sharon Kovacs Gruer, CELA Washington, D.C.
PAST PRESIDENT PUBLIC POLICY CONSULTANT
Great Neck, N.Y.
Craig C. Reaves, CELA
Brian W. Lindberg, MMHS
Kansas City, Mo. Franchelle C. Millender,
Columbia, S.C. LEGAL COUNSEL
Richard A. Courtney, CELA
Rajiv Nagaich, Esq. Hugh K. Webster, Esq.
Jackson, Miss. Federal Way, Wash. Washington, D.C.
8 Register online at www.naela.org
save $100! early Bird Registration Until october 2, 2009!
Parking Newark is the 10th busiest airport in the United departure monitor in any of the airport termi-
States and the nation’s fifth busiest international nals (A, B, or C) to determine which train to
The Hyatt Regency has Valet Parking only and air gateway; JFK ranks first. Newark Liberty is the take to your destination or to make appropri-
costs $32 overnight (in and out privileges) until second-largest hub, after George Bush Inter- ate connections.
5:00 p.m. the following day. They offer daily valet continental Airport in Houston, for Continental Y
• ou can purchase a ticket from one of the
parking for $25 per day (until 11:00 p.m.). Airlines, which is the airport’s largest tenant ticket vending machines (TVMs) at the Newark
Driving Directions to Hyatt Regency Jer- (operating all of Terminal C and part of Terminal International Airport Station. TVMs accept
sey City from Newark Liberty International A). Primarily due to this large hub operation, credit cards, debit cards, or U.S. currency only.
Airport: Start out going North. Merge onto I-78 Continental Airlines is by far the leading carrier in I
• f you are traveling to the airport and plan to
E toward I-95/New Jersey Turnpike/US-1 and the New York market. return via AirTrain and NJ TRANSIT, we recom-
9N (Portions toll). Take the exit toward Jersey mend that you purchase two one-way tickets
City/Columbus Drive. Stay straight and go onto transportation prior to departing from your boarding station.
Center St. Turn Right onto Christopher Colum- Transportation is readily available in Jersey City F
• ares: When you buy a NJ TRANSIT to or from
bus Drive. Turn Right onto Hudson St. End at 2 with a 24-hour PATH Train service, the NJ Transit, Newark Liberty International Airport Station,
Exchange Place. the NY/NJ Waterway, the Hudson-Bergen Light that one ticket includes the AirTrain Newark
Rail system, and major highways such as the NJ portion: $5.50. Children under age 5 ride for
airport information Turnpike. free. You must use the ticket twice — regard-
Newark Liberty International Airport (EWR) is an less of which direction you’re traveling. You’ll
AirTrain – NJ Transit www.njtransit.com
international airport about 15 miles southwest of need to show the ticket to the conductor on
An easy and convenient way for you to travel to
Midtown Manhattan (New York City). The airport the NJ TRANSIT and you’ll need the ticket to
and from Newark Liberty International Airport.
is operated by the Port Authority of New York pass through the fare line at Newark Liberty
• hen you fly into the airport, after claiming
and New Jersey, which also manages the two International Airport Station. Be sure to take
your baggage, you can board AirTrain to con-
other major airports in the New York/New Jersey the ticket with you.
nect with NJ TRANSIT to take you to Newark-
metropolitan area, John F. Kennedy Interna- P
• lease note that the NJ Transit does not run
Penn Station (here you will want to connect
tional Airport (JFK) and LaGuardia Airport (LGA). from the airport station between the hours of
to the PATH Train). Check a NJ TRANSIT train 2:00 a.m.–4:30 a.m. If your flight arrives after
the Newark Liberty International Airport Station
Jersey city, new Jersey has closed for the evening, you will need to
Some cities are known for their landmark attractions, for their action-packed nightlife, or simply take alternate ground transportation to your
for the unmatched quality of their community. Today, all of these elements and more have come final destination.
to define Jersey City. From the Greenville neighborhood to the bustling Downtown area, the City is PATH Train www.panynj.gov
engulfed in a blanket of diversity and growth. Moreover, a fast-expanding skyline, a collection of The PATH Train will take you from Newark-Penn
schools, and an integrated transportation system help to make Jersey City a top contender among Station to the front door of the Hyatt Regency
the cities that line the Hudson River. Boasting one of the most diverse populations in the United Jersey City at Exchange Place.
States, Jersey City is host to an array of ethnicities and cultures. Living up to its legacy as a Tapestry W
• hen you arrive at Newark-Penn Station, you
of Nations, the City is composed of substantial communities of Jewish, Italian, Cuban, Filipino, Pol- can purchase a ticket for the PATH Train.
ish, Indian, Irish, Puerto Rican, Dominican, African, Arab, and Asian decent. With the historic Ellis O
• nce aboard the PATH train, take it to the 4th
Island within its borders, it is not surprising that Jersey City has become renowned for her diversity. stop (Exchange Place).
Jersey City’s ideal location and close proximity to New York City has also contributed to the develop- F
• ares run $1.75 per one-way ride. Multiple
ment of its own impressive skyline. Nothing beats knowing Jersey City than experiencing it yourself. rides are also available.
For more information visit http://www.cityofjerseycity.com. T
• ravel time to the Hyatt is approximately 20
minutes, with service 24 hours a day, seven
Hotel information days a week.
Hyatt Regency Jersey City
• For those of you who wish to visit Midtown
Two Exchange Place
Manhattan or Hoboken, the PATH Train at
Jersey City, New Jersey 07302
Exchange Place will take you to both of these
Hyatt Regency Jersey City on the Hudson provides
destinations. From here you can take the
elegant accommodations and easy access to New
subway system anywhere you wish.
York City. This Jersey City hotel is a quick ferry or
PATH train ride to Lower Manhattan’s financial The New York City Subway www.njnyrails.com/
district and mid-town shops, theatres, and muse- mta
ums. The hotel offers stunning skyline views and The New York City Subway is a wonderful system
a full-service business center. Savor contemporary which spreads across Manhattan, Brooklyn,
American cuisine at the in-house restaurant as you Queens, and The Bronx. The MTA also operates
gaze out at the Hudson River and Statue of Liberty. the Staten Island Railways.
To book your reservation, contact the Hyatt Regency Jersey City at 800-233-1234 and reference Hudson-Bergen Light Rail www.mylightrail.com
NAELA to receive our special conference rate starting at $179.00 per night plus tax. Reservations With fares at $1.90 per ride, this rail system
are on a first-come, first-serve basis and cannot be guaranteed after Friday, October 9, 2009. Be travels through Jersey City, Weehawken, Hobo-
sure to make your reservations early! ken, Union City, and North Bergen.
Register online at www.naela.org 9
Shuttles www.rideflyreservations.com session Passes
Several shuttle services transport from the airport save tHe dates!
to nearby hotels. It is recommended that you $50 per session
Separate Registration Required
book your shuttle service in advance. Depending For more information visit
on traffic, the travel time could be lengthy. NAELA is extending ticket sales for individual ses- www.naela.org.
Taxis: Taxi service is available from the Newark sions of your choice. These tickets can be used
Liberty International Airport. Locate the Taxi area by attendees, guest, and day-pass participants 2010 naela UnProgram
that may not want to attend the entire confer- January 21-23, 2010
from the baggage claim. Please note that most
ence, but just select sessions. This price does NELF UnProgram — January 20-21, 2010
taxis will charge an airport service fee. Depend-
not include meals that may be provided. Meal Embassy Suites — Outdoor World
ing upon traffic, the travel time could be lengthy.
tickets can be purchased at an additional cost. Grapevine, Texas
Rental cars Reservations: 1-972-724-2600 ext 3030
When you rent from NAELA 2010 naela special needs
Member Partner Hertz, NAELA is not hosting an Optional Event during conference
you can take advantage of these programs due to the proximity of Midtown February 2010
a 10-15% discount off Hertz rates. In addition, Manhattan and many nearby activities. NAELA Location: TBD
special car rental rates are available during the wants participants and guests to experience the
NAELA Doubleheader. Daily, weekly, and week- sights, sounds, arts and entertainment of the 2010 naela annual meeting
end rates are available in Newark, New Jersey, local area. Such activities include Times Square, May 11-17, 2010
starting one week before through one week after 5th Avenue Shopping, Empire State Building, Orlando, Fla.
NAELA’s Doubleheader. Advance reservations Statue of Liberty, Rockefeller Center, World Trade
Center, Circle Line Cruises, museums, shows, 2010 naela institute
are suggested and can be easily made by calling Oct/Nov 2010
Hertz toll-free at 1-800-654-2200 or online at zoos, restaurants, and bars.
www.hertz.com. Be sure to mention that you will conference materials
be attending the NAELA Doubleheader in Jersey
City, New Jersey, and refer to NAELA’s CDP# NAELA will not distribute complimentary printed 2009-2010 naela elder law
1673984 and the PC#121472. With Hertz you program materials to attendees. NAELA is com- telephonic training
not only get a low rate, you also get the great mitted to minimizing our impact on our environ-
ment as well as keeping the costs as low as Visit www.NAELA.org to register now!
services that make Hertz #1, including comput-
possible for attendees. Click on Events>Online Education Library.
erized driving directions, emergency road service,
express return, the Hertz #1 Club and an oppor- All registered attendees will receive a compli- client confidentiality issues
tunity to join Hertz #1 Club Gold Service. mentary USB Drive containing all outlines and September 16, 2009
materials for the program(s) that they have .
Presented by: Nancy P Gibson
registered for in the registration packet.
In November, you can expect weather with aver- Health care Reform: it’s
Registrants (at own expense) can print selected impact on older adults and the
age highs of 51° F and average lows around
pages from the USB Drive on-site at the Busi- Practice of elder law
45° F. Reminder: Personal comfort varies widely
ness Center. September 30, 2009
so be sure to bring a sweater or jacket along with
you during sessions. Printed program materials can be ordered and Presented by: Gene Coffey, Esq., Staff Attor-
provided to you on-site for an additional cost of ney, National Senior Citizens Law Center
Naela member Registration, $150 per set per program or $250 for the entire Vicki Gottlich, JD, LLM, Senior Policy Attorney,
additional meal, and guest ticket Doubleheader. Center for Medicare Advocacy
information Charles Sabatino, JD, Director, American Bar
Please remember to bring your laptop battery Association Commission on Law and Aging
Registration for the 2009 NAELA Doubleheader charger to avoid losing power during the confer-
is open to both NAELA members and non- ence. A “laptop re-fueling station” will be set-up How to Best Protect your Home
members. Register on or before october in the exhibitor area, along with designated from nursing Home costs
2, 2009, to take advantage of the early- tables in the General Session rooms for partici- October 8, 2009
bird registration discount of $100 off the pants to plug-in their laptops. .
Presented by: Timothy P Crawford, CELA
regular price. On-site registrations (including
any received after October 2, 2009) will pay the continuing legal education (cle) How to use gcms in an elder
regular registration price. Full registration fees credit information law Practice
include entrance to all educational sessions, the SNTs and Guardianships
NAELA will apply for CLE (including ethics) credits October 21, 2009
opening reception, meals, and a USB Drive of in all applicable states. The appropriate forms
conference materials. Printed materials are also Presented by: Richard A. Courtney, CELA and
and information will be available at the confer- Kathleen Whitehead, CELA
available for purchase. Additional meal/guest ence.
tickets are required for your guests and may be va Benefits
purchased with your registration. November 17, 2009
Refund Policy Presented by: Rick Law
No refunds will be issued after October 2, 2009. 3 easy ways to Register Planning to Reduce estate/
Cancellations after October 2, 2009, will receive guardianship litigation
a USB Drive of the materials. Cancellations be- 1. By Mail to: December 2, 2009
fore that date will receive a refund minus a $100 2009 NAELA Doubleheader Presented by: Wendy H. Sheinberg, CELA
administrative fee. Substitutions are welcome. 1577 Spring Hill Road Ste 220
Changes or cancellations must be made in writ- Vienna, VA 22182 the Uniform Power of attorney
ing to the NAELA office. act: coming to a state near
2. By Fax to:
January 13, 2010
3. On-Line at: Presented by: Andrew Hook, CELA
10 Register online at www.naela.org
NATIONAL ACADEMY OF ELDER LAW ATTORNEYS NAELA OFFICE USE ONLY
NAELA 2009 NAELA Doubleheader Amt $ __________________________________
November 5–8, 2009
Hyatt Regency Jersey City • Jersey City, N.J. Order # _________________________________
save $100! early Bird Registration available until october 2, 2009!
Name _____________________________________________________________ Nickname (for Badge) _____________________________________________
Business Name ________________________________________________ Address _____________________________________________________________
City ______________________________________________________ State __________________________________ Zip _____________________________
Telephone __________________________________________________ Fax ___________________________________________________________________
E-mail:______________________________________________________ Is this your first time attending a NAELA program? o Yes
Preferred method for receiving an acknowledgment of registration: o E-mail o Fax
naela doubleheader Registration Fees important information
ve On/Before After VA Session
$ 10 10/2/09 10/2/09 o Please check the box if you intend to participate in the VA Session.
It is included in the registration fee. Your check mark will allow us to
NAELA DOUBLEHEADER (BOTH PROGRAMS) plan logistics in advance.
o NAELA Member ................ $595 ..............$695 ............. $ _________ Guardianship Track
o LSC/Title III Attorney .......... $395 ..............$495 ............. $ _________
o Please check the box if you intend to participate in the Guardianship
Track during the Institute. It is included in the registration fee. Your
o Nonmembers* ................. $795 ..............$895 ............. $ _________ check mark will allow us to plan logistics in advance.
*(Nonmember Attorneys can receive a $100 credit if they become Public Benefits Track
NAELA Members with 90 days of the program.) o Please check the box if you intend to participate in the Public Benefits
Track during the Institute. It is included in the registration fee. Your
NAELA INTRODUCTION PROGRAM (ONLY) check mark will allow us to plan logistics in advance.
o NAELA Member ................ $300 ..............$400 ............. $ _________
meal tickets for guests
o NAELA Member Staff ......... $300 ..............$400 ............. $ _________ All meals are included in each program registration fee (Law Students ex-
o LSC/Title III Attorney .......... $200 ..............$300 ............. $ _________ cluded). Meal tickets can be purchased for guests and session pass participants.
o Nonmembers* ................. $400 ..............$500 ............. $ _________ Guest Name (for badge): _________________________________________
o Non-NAELA Member Staff . $400 ..............$500 ............. $ _________
______ # of tickets at $45 each.........................................$ _______
NAELA PUBLIC BENEFITS AND GUARDIANSHIP INSTITUTE (ONLY) Lunch
o NAELA Member ................ $395 ..............$495 ............. $ _________ ______ # of tickets at $55 each ........................................$ _______
o LSC/Title III Attorney .......... $295 ..............$395 ............. $ _________ Opening Reception
o Nonmembers* ................. $495 ..............$595 ............. $ _________ ______ # of tickets at $70 each.........................................$ _______
TOTAL REGISTRATION FEE ................................................. $_________ Total Meal Tickets ............................................................ $ _______
NAELA LAW STUDENT REGISTRATION FEE
o Law Student Day (Thursday, 11/5/09) Complimentary $ _________ total amount enclosed: $ ______
o Intro. to Special Needs ...... $125 ..............$225 ............. $ _________ Payment information
and Elder Law Please complete the registration form and return with a check payable to NAELA
o Public Benefits and ........... $225 ..............$325 ............. $ _________ or charge below to: o VISA o MC o AMEX
Guardianship Institute ____________________________________________ Exp. Date _________
TOTAL REGISTRATION FEE ................................................. $_________
naela law student day donations Card Holder’s Name _____________________________________________
NAELA is accepting donations to offset the cost for Law Student Day. Please
indicate amount of donation in space provided. $__________ special need/disability
i have a special need/disability that may require specific accommodations in
Printed Program materials order for me to fully participate. Please note NAELA will try to accommodate
Conference materials will be complimentary in USB format. If you wish to receive your “other” special dietary needs, but cannot guarantee.
the printed manual on-site, indicate the quantity below. Special Need ___________________________________________________
o NAELA Doubleheader Materials ($250) $ _________ _______________________________________________________________
o NAELA Introduction Program Materials ($150) $ _________ Dietary Need: o Vegetarian o Kosher
o NAELA Public Benefits and Guardianship Materials ($150) $ _________ o Other: (please specify): ________________________________________
Session passes can be purchased for individual sessions should you not be able in case of an on-site emergency, please contact (please print
to attend the entire conference or for guests and spouses. clearly):
_______ # of tickets at $50 each per session .....................$ ________ Name: _________________________________________________________
Refund Policy Phone:_________________________________________________________
No refunds will be issued after October 2, 2009; however, cancellations will Relationship to you: ______________________________________________
receive a USB drive of the materials. Cancellations before October 2 will receive
a refund minus a $100 administrative fee. Substitutions are welcome. Changes
or cancellations must be made in writing to the NAELA office.