Elder Law: Medicaid & Other Issues

February 22, 2019

Embassy Suites Hoover Hotel, 2960 John Hawkins Parkway, Birmingham
8:30 a.m.
6 MCLE Credit Hours, including 1 Ethics Hour

[ Seminar Brochure ]

Exponential growth in the senior population, accompanied by an increase in programs and benefits, has created a rapidly expanding need for legal assistance for the elderly.  Whatever your area of practice, this seminar will provide you with the essential information and practical strategies you need to protect your clients - or even your own family. 

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If you are unable to attend this seminar in person, you also have the option of watching LIVE from your own computer. Live webcasting allows attorneys from all parts of the state to have access to quality speakers and programs without having to travel. Webcasts count as "live credits" just as if the viewer were in attendance at the seminar. 

TO REGISTER FOR THE WEBCASTClick Here and follow the on screen instructions.

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To pay by credit card, select the registration option below:



$329 LIVE ON SITE SEMINAR - includes handout materials in ELECTRONIC FORMAT Registration
Save money by printing the materials yourself. 48 hours prior to the seminar you will receive a link for downloading the written materials.

$379 LIVE ON SITE SEMINAR - includes PRINTED handout materials Registration
At the seminar you will receive a binder of the printed materials. PLEASE NOTE: registrations for printed materials must be received 1 week before the seminar date.

To pay by check, you may download and print the mail in registration form.
Mail your form and check to: CLE Alabama, Box 870384, Tuscaloosa, AL 35487-0384.

The Schedule

8:00        Registration and Continental Breakfast Buffet

8:20        Welcome
Presider: Lynn Campisi, Campisi Law, Birmingham

8:30        VA Rocks Their Rules on Resource Limits, Look-Back and Penalties

John R. Holliman
Bradford & Holliman LLC, Pelham

9:30        Medicaid Basic Requirements: Income, Resources, Look-Back and Penalties

Connie L. Glass
Elder Law Firm of Connie Glass PC, Huntsville

10:30     Networking and Refreshment Break

10:40     • Medicare Coverage Choices: Traditional, Advantage, Supplements, Special Needs Plans, Drug Plans, and Extra Help

              • Estate Recovery: Staying Ahead of Harmful Legislation

Clayton K. Davis
Davis & Associates, Dothan

11:40     Lunch on your own

12:40     Special Needs Trusts: The Basics (30 minutes ethics)

  • 1st Party Trusts: Under Age 65, Income and Pooled Trusts
  • 3rd Party Trusts
  • Ethics Issues in Special Needs Trusts

Judy B. Shepura
Dominick Feld Hyde PC, Birmingham

1:40        Networking and Refreshment Break

1:50        Special Needs Trusts and Market Place Issues, Including Ethical Considerations (30 minutes ethics)

•  Disbursements for Auto Purchase, Companion Travel, POMS Update and Distributions to ENABLE Accounts

Melanie Bradford Holliman
Bradford & Holliman LLC, Pelham

•  Tax Returns and the Special Needs Trust as Retirement Fund Beneficiary

Jennifer Q. Griffin
Kendall Maddox & Associates, Birmingham

•  Go Fund Me, Charitable Fundraisers, and Punch Bowl Collections

Anne R. Moses
Moses & Moses PC, Birmingham

•  The Qualified Disability Trust

Lynn Campisi
Campisi Law, Birmingham

3:50        Adjourn