ONLINE
Monday, November 4, 2024 - Tuesday, November 5, 2024
9:00 AM - 4:45 PM
Special Guest Speakers:
Plus 22 insightful presentations on long-term care, medical assistance, guardianship, navigating end-of-life decisions, and more!
It’s the annual update you can’t afford to miss!
8:30 – 9:00 a.m.
CHECK-IN & CONTINENTAL BREAKFAST
9:00 – 9:10 a.m.
WELCOME & ANNOUNCEMENTS
– Genevieve E. Gaboriault & Brenna M. Galvin, Institute Co-Chairs
9:10 – 9:55 a.m.
2024 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 2024 Minnesota Legislative Session was the second year of a biennium with a historic number of bills. Learn about what legislation passed in 2024 and cases or other items of note that may impact our practice and our clients, including topics related to medical assistance, license requirements for providers, guardianships, housing, and other areas.
– Suzanne M. Scheller
9:55 – 10:05 a.m.
BREAK
10:05 – 11:05 a.m.
Medicaid Policy 2024: Upcoming Changes and Potential Opportunities
Medicaid estate recovery historically has imposed particularly harsh consequences on BIPOC families. Pending federal legislation would eliminate estate recovery, while the federal MACPAC Commission has recommended several consequential reforms. This session will discuss estate recovery’s negative impact on Minnesota communities along with possibilities for reform. The session also will cover the implementation process for several recent federal Medicaid LTSS regulatory changes, including the adoption of minimum nursing facility staffing levels and the many HCBS changes required by the Medicaid Access Rule. Attorneys and other advocates will want to engage with Minnesota Medicaid on these issues as soon as possible, as the implementation process will be critical if changes actually are to benefit beneficiaries in a real way.
– Eric Carlson & Lee Lafayette
11:05 – 11:10 a.m.
BREAK
11:10 a.m. – 12:10 p.m.
National Guardianship Association Perspective on Guardianship Status and Trends
Guardianship across the country varies greatly in oversight, implementation, funding, legislation, who is able to serve as a guardian and requirements to serve as a guardian. This presentation will provide an overview of the current status and efforts to move guardianship towards a more uniform practice. We will discuss the strengths and weaknesses of Minnesota’s current system, requirements and suggestions on how to improve upon our current system.
– Shannon Butler
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
– Amy K. Greske & Jill M. Sauber
102
Eliminating Institutional Bias for Older Minnesotans: Possibilities and Challenges
– Eric Carlson & Aisha A. Elmquist
103
The Big Picture on Long-Term Care Insurance: Understanding the Policy, the Claims Process and How to Get Paid
– Elizabeth I. Wrobel
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
Guardianship Reform and Applying the Requirements Under Statute §524.5-310
– Katheleen Carlson, Sara G. Green & John A. Kantke
– Marit A. Peterson (moderator)
203
Hot Topics in Medicare and Long-Term Care
– Kelli Jo Greiner
3:30 – 3:45 p.m.
BREAK
3:45 – 4:45 p.m.
BREAKOUT SESSION C
301
Managing Probate in the Context of Elder Law Planning
– Martha Amdahl & Laura J. Zdychnec
302
The Importance of Obtaining Medical Records and Overcoming Obstacles to Receiving Them
– Suzanne M. Scheller
303
Open Forum on Long-Term Care
– Sarah B. Sicheneder
8:30 – 9:00 a.m.
CONTINENTAL BREAKFAST
9:00 – 9:05 a.m.
WELCOME & ANNOUNCEMENTS
9:05 – 10:05 a.m.
2024 DHS Update: MnChoices, Community First Services and Supports, and DHS Priorities for the Coming Year
– Deputy Commissioner Nikki Farago & Brenna M. Galvin
10:05 – 10:15 a.m.
BREAK
10:15 – 11:15 a.m.
Ethics: Scams, Schemes and Abuse – How to Navigate Your Ethical Duties in the Context of Financial Exploitation
1.0 ethics credit applied for
– Susan M. Humiston & Traci J. Sherman
– Cathryn D. Reher (moderator)
11:15 – 11:30 a.m.
BREAK
11:30 a.m. – 12:30 p.m.
BREAKOUT SESSION D
401
My First Special Needs Client
– Jeffrey W. Schmidt
402
Age-Friendly Minnesota and Older American Act Update
– Kirsten L. Olson & Sherrie Pugh
403
2024 Medical Assistance Update
– Amber M. Hildebrandt & Julian J. Zweber
12:30 – 1:00 p.m.
LUNCH BREAK (on your own)
1:00 – 2:00 p.m.
BREAKOUT SESSION E
501
Guardianship and Conservatorship Fundamentals
– Megan C. Kelly
502
How to Approach Irrevocable Trusts After Hammerberg
– Brenna M. Galvin
503
2024 Veterans Benefits Update
– Simone Hogan & Mary Frances Price
2:00 – 2:15 p.m.
BREAK
2:15 – 3:15 p.m.
BREAKOUT SESSION F
601
Real Estate Fundamentals for the Elder Law Attorney: TODDS and More
– Callyn T. Bedker
602
Navigating End-of-Life Decisions: Protecting People’s Stated Wishes
– Genevieve E. Gaboriault, Rachell L. Henning, Bobbi J. Hermanson-Albers, Janelle M. Johnson & Ashleigh Winslow Lundy
– Bridget-Michaele Reischl (moderator)
603
2024 Estate Recovery Update
– Mark Eekhoff
LIVE IN-PERSON
Thursday & Friday, October 10-11, 2024
Minnesota CLE Conference Center
600 Nicollet Mall, Suite 370
Seventh Street & Nicollet Mall, Third Floor City Center
Minneapolis, Minnesota
ONLINE REPLAY
Monday & Tuesday, November 4-5, 2024
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:
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 10.75 CLE credits, including 1.0 ethics credit. The maximum number of total credits attendees may claim for this program is 10.75 credits.
