| 8:30 - 9:00 am: |
7:30–8:30 am: |
Registration -
Pre-Conference Sessions
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Registration/Continental Breakfast |
| 9:00 am - 11:30 am*: |
8:30–10:00 am: |
A. Long Term Care Medi-Cal: The Basics
This 2.5 hour MCLE special pre-conference
session will include an overview of long
term care; the Medi-Cal long term care
application process; share of cost; treatment
of income and assets; transfer of assets
rules; spousal impoverishment issues,
including court orders; options for treatment
of the home; and Medi-Cal recovery issues.
A must for those new to Medi-Cal and long
term care estate planning issues.
B. EADACPA Clinic—Sharpening the Tools**
The Elder Abuse and Dependent Adult Civil
Protection Act: the latest on Medi-Cal and
Medicare liens, piercing the corporate veil,
care-giver fraud, standing, pleading, and an
open floor discussion on problem areas,
issues, and concerns..
* Attendees must register separately for the pre-conference sessions
** Limited to plaintiff attorneys only. No defense attorneys permitted for this session - Clinic on Pleading Elder Abuse. **
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Plenary Session*
When Estate Planning and Elder Financial
Abuse Collide
A facilitated panel discussion on elder abuse
issues and estate planning resolutions:
avoiding pre-dispute arbitration agreements
in DPAs and advance directives; an analysis
of the We the People lawsuit by the litigator
and estate planner involved.
* Includes 1 hour of MCLE ethics.
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10:15–12:00 pm: |
- What’s Next? Estate Planning Before
and After DRA
Using a sample case, panelists will discuss viable planning techniques contrasting current and upcoming Medi-Cal eligibility rules, Medi-Cal pre-planning including defective grantor trusts, care contracts and other options to avoid impoverishment.
- Using Data in Elder Abuse & Resident
Rights Cases
Using PIVOT data, ASPEN, OSCAR and
ownership data in litigating nursing home
abuse cases: an in-depth look at verifying
facility costs and staffing levels.
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| 12:00 - 1:00 pm: |
12:00 pm |
Registration
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LUNCH
CANHR’s Annual William F. Taylor Memorial Award
|
| 1:00 - 1:30 pm: |
1:30 pm - 3:00 pm: |
Introduction and Plenary Session:
Review of logistics, conference and CD
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- VA Benefits: Focus on Aid and
Attendance Benefits
Using sample cases, the session will include a review of the basic eligibility for VA Aid and Attendance benefits, including how income is counted, treatment of assets, the pros and cons of trusts and annuities, integration with Medi-Cal in the community and in long term care and how to identify VA scams. The impact of the proposed federal law will also be discussed.
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1:30 - 3:00 pm: |
- Estate Planning Updates:
Updates on new ACWDLs case law, state
and federal legislation and regulations,
including implementation of AB 641 and its
impact on LGBT estate planning for long
term care.
- Elder Abuse Updates: Case Talk
Updates on financial abuse and neglect
litigation cases, elder product liability,
actions involving State entities and the
impact of the recent Covenant Care
decision.
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| 3:15 - 5:00 pm: |
1:30–5:00 pm: |
- Ask the Experts: Medi-Cal Eligibility
and Recovery
Bring your questions about Medi-Cal
eligibility, Recovery and planning strategies
to this panel of experts for a facilitated
session designed to answer the burning
questions of the day. Robert Sugawara,
Acting Division Chief, Medi-Cal Eligibility,
Sharyl Shanen-Raya, Medi-Cal Eligibility,
and Margaret Hoffeditz, Chief, Medi-Cal
Recovery Unit, have confirmed.
- Point/Counterpoint: Plaintiff and
Defense Perspectives
This popular session will include a lively
discussion of disparate views on a variety
of cutting edge topics from plaintiff and
defense attorneys. Attendees are invited
to submit questions before and during the
session.
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B. Injunctive Relief: A Tool for Quality Care
An interactive discussion using case
hypotheticals exploring the value of
Section 1430(b) in gaining injunctive
relief and systemic change for current
and future residents. |
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| 5:00 - 7:00 pm |
3:15–5:30 pm: |
Meet the Speakers Reception
Cocktails and hors d’oeuvres and a chance to meet and mingle with friends, foes and experts in long term care advocacy and elder law.
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- Ask the Experts: All Things Trusts
A facilitated panel discussion geared toward answering frequently asked questions about trusts, such as how to address disputes about trusts, special needs trusts, the current status of pooled trusts and Medi-Cal, impact of Lewis v. Alexander, spousal trusts, and immunity of irrevocable trusts from recovery.
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