Annual Elder Law Update - 5.0 Gen + 1.0 Prof Conduct Hrs
Tell a Friend About This EventTell a Friend
Annual Elder Law Update - 5.0 Gen + 1.0 Prof Conduct Hrs

10/29/2019
When: 8:45 AM
Where: Sinclair Community College, Bldg 12
United States
Presenter: Michael Millonig; Randolph Gallas; Jan Welsh; Robert Byrne and Ed Smith


Online registration is closed.
« Go to Upcoming Event List  

Annual Elder Law Update
5.0 General Hrs + 1.0 Professional Conduct Hr | CLE#1920025
M $215 | NM $300 | P$30 | Print Materials $30
Location: Sinclair Community College, Bldg 12 + Lunch and Parking included in registration!
Speakers: Michael J. Millonig Esq.; Randolph W. Gallas CLTC, LTCP; Jan L. Welsh, Owner Special Care for Older Adults; Robert J. Byrne Esq. and Edward M. Smith Esq.


8:15am REGISTRATION

8:45am Update on Ohio Medicaid developments; & comprehensive presentation on Special Needs Trusts  

Michael J. Millonig, Esq.: Certified as an Elder Law Attorney by the National Elder Law Foundation, OSBA Board Certified Estate Planning Trust and Probate Specialist;  C.P.A. Inactive.

9:30am The Changing Landscape of Long Term Care Insurance
As America ages, senior care options are beginning to make the headlines.  Eighty million baby boomers are beginning to grapple with one major health expense that could wipe out their financial portfolio: long-term care.
Randolph W. Gallas, CLTC, LTCP, is the owner of the Long Term Care Insurance Agency, LLC in Kettering, Ohio.  He is an active member of the American Association for Long-Term Care Insurance (AALTCi) and a member of the Center for Long-Term Care Reform.

10:15am BREAK

10:30am Mandatory Reporting Requirements for Attorneys - how to recognize and report elder abuse

Mathias H. Heck Jr., Montgomery Co. Prosecutor & Chief Investigator Kerry Smoot  

12:00pm LUNCH-INCLUDED IN REGISTRATION

1:15pm Medicaid Estate Recovery 

Joseph McCandlish, Assistant Attorney General  Revenue Recovery Section  

2:15pm Elder Abuse Reporting in Elder Law & Estate Planning Practice

The Ohio Supreme Court notified all Ohio attorneys on 10/26/18 that they are subject to the statutory duty to report elder abuse. How will estate planning attorneys comply with this duty when it conflicts with our professional duty of confidentiality and loyalty to our client? The panel will explore the many issues that arise in this area. 
Panel Discussion: David Williamson of Bieser, Greer & Landis / Christina Hoschoer of PNC Bank  and Edward M. Smith of Nolan, Sprowl & Smith 

3:00pm BREAK

3:15pm Continuation of discussion

4:00pm PLANNING STRATEGIES FOR ASSET PROTECTION FOR OUR CLIENTS, AVOIDING ESTATE RECOVERY & QUESTIONS AND ANSWER PERIOD
Michael J. Millonig

4:30pm ADJOURN