Day 1 – Thursday, October 5

8:30 – 9:00 a.m.
CHECK-IN & CONTINENTAL BREAKFAST

9:00 – 9:10 a.m.
Welcome and Announcements
– Callyn T. Bedker & Lauren L. Fink, Institute Co-Chairs

9:10 – 9:55 a.m.
Legislative and Case Law Update
Join Suzanne Scheller, Chair of the Legislative Committee for the Elder Law Section, for the annual legislative and case law update. The 2023 Minnesota Legislative Session was active.  Learn about recent changes in the law since our last Elder Law Institute that may impact your practice and our clients, including medical assistance, adult protection, survivability of claims, housing, and other areas.  Also, we will discuss items potentially on the horizon for 2024.
– Suzanne M. Scheller

9:55 – 10:05 a.m.
BREAK

10:05 – 11:05 a.m.
Medicare for People with Chronic and Disabling Conditions: 10 Years After the Jimmo Settlement
Note: This will be a remote presentation.
This presentation will explore the importance of skilled therapy services to maintain, or prevent or slow deterioration of, an individual’s condition, which is the requirement for skilled service coverage under Medicare law. Improvement, as so many still believe, is not required under the law. The presentation will include a discussion of the Jimmo v. Sebelius Improvement Standard case which clarified this standard, and its enforcement, including resources for advocates.
– Judith A. Stein

11:05 – 11:10 a.m.
BREAK

11:10 a.m. – 12:10 p.m.
Testamentary Capacity and Undue Influence in Dementia
The presence of dementia is frequently a factor in cases of testamentary capacity and undue influence. Clinical determination of dementia is complex and in its early stages a challenge to unravel. Yet, the presence of dementia does not in and of itself mean that testamentary capacity has been lost or that undue influence has occurred. Dr. Orr will first describe how dementia is recognized by clinicians and the many barriers to making a diagnosis. He then will use examples to illustrate how and when cognitive impairment can lead to loss of testamentary capacity. Finally, Dr. Orr will discuss a variety of age-related issues that make a person vulnerable to undue influence, including dementia.
– Dr. William Orr

12:10 – 1:15 p.m.
LUNCH AND AWARDS CEREMONY
(Lunch provided by Minnesota CLE)

1:15 – 2:15 p.m.
BREAKOUT SESSION A

101
My First Elder Law Case
– Jill M. Sauber

102
Marijuana Use and Older Adults: What Elder Law Attorneys Need to Know About Use and Minnesota’s New Laws
– Dr. Emily Escue

103
Options for Aging in Place: A Panel Discussion
– Rachel Hulsizer & Libby Rosset-Brown
– Sean Burke (moderator)

2:15 – 2:30 p.m.
BREAK

2:30 – 3:30 p.m.
BREAKOUT SESSION B

201
An Introduction to Medical Assistance
– Lauren L. Fink

202
A Closer Look at 5 Critical Elder Law Cases: Ecklund, Post-Geyen, Schubert Trust, Zika and Deverell
– Christopher J. Kradle, Mary Frances Price & J. Noble Simpson
– Cathryn D. Reher (moderator)

203
How to Make Effective Complaints About Care in Long-Term Care Facilities
– Genevieve E. Gaboriault, Marit A. Peterson & Suzanne M. Scheller

3:30 – 3:45 p.m.
BREAK

3:45 – 4:45 p.m.
BREAKOUT SESSION C

301
My First Sip of Alphabet Soup: The ABCs of Public Benefits
– Laura J. Zdychnec

302
What Fiduciaries Need to Know and How to Advise Them
– Rebecca Reich, Traci J. Sherman & Binh T. Tuong
– Sarah B. Sicheneder (moderator)

303
Advanced Medical Assistance: How to Handle Complex Cases and Tricky Scenarios
– Margaret “Pook” M. Grathwol, Cathryn D. Reher & Julian J. Zweber

Day 2 – Friday, October 6

8:30 – 9:00 a.m.
CONTINENTAL BREAKFAST

9:00 – 9:05 a.m.
WELCOME & ANNOUNCEMENTS

9:05 – 9:50 a.m.
2023 DHS Update: The Reorganization of DHS, MNChoices Assessments, and MA-EPD Over 65
– Sally Barlow, Rachel Shands & Stacy Twite

9:50 – 9:55 a.m.
BREAK 

9:55 – 10:55 a.m.
Ethics and Chat GPT: Your New BFF or the End of Lawyering
1.0 ethics credit applied for
– Eric T.  Cooperstein

10:55 – 11:05 a.m.
BREAK

11:05 a.m. – 12:05 p.m.
BREAKOUT SESSION D

401
My First Special Needs Client
– Jeffrey W. Schmidt

402
How to Protect Older Adults from Scams and Financial Exploitation
– Parker J. Maertz

403
MA Update: Beyond the Basics
– Amber M. Hildebrandt & Julian J. Zweber

12:05 – 12:45 p.m.
LUNCH BREAK (on your own)

12:45 – 1:45 p.m.
BREAKOUT SESSION E

501
Guardianship and Conservatorship Fundamentals
– Megan C. Kelly

502
10 Tech Tips for the Elder Law Attorney
– Jess L. Birken

503
2023 Estate Recovery Update
– Mark A. Eekhoff

1:45 – 2:00 p.m.
BREAK

2:00 – 3:00 p.m.
BREAKOUT SESSION F

601
Navigating All the Aspects of Your First Elder Law Case from Start to Finish – A Scenario-Based Discussion
– Megan C. Kelly, Jill M. Sauber, Jeffrey W. Schmidt & Laura J. Zdychnec
– Lauren L. Fink (moderator)

602
Minnesota’s New Law on Electronic Wills
– J. Steve Nys & Cameron Kelly

603
2023 Veterans Benefits Update
– Mary Frances M. Price

LIVE IN-PERSON
Thursday & Friday, October 5-6, 2023
Minnesota CLE Conference Center
600 Nicollet Mall, Suite 370
Seventh Street & Nicollet Mall, Third Floor City Center
Minneapolis, Minnesota

ONLINE REPLAY
Monday & Tuesday, November 6-7, 2023
Attend online
Online replay includes all plenary and breakout sessions. A moderator will be available to answer questions by email.

$495 MSBA members / $495 paralegals / $595 standard rate

Other discounts that may apply:

• Season Pass Discount
  
• New Lawyer Discount

Scholarships available!
Need-based scholarships are available for in-person and online seminars. For further information or to obtain a scholarship application, contact us at 800-759-8840 or customerservice@minncle.org.

Minnesota CLE is applying to the Minnesota State Board of CLE for 10.5 CLE credits, including 1.0 ethics credit. The maximum number of total credits attendees may claim for this program is 10.5 credits.