Upcoming MoNAELA Events

Mark Your Calendar!

2017 Events

Winter Elder Law Symposium
November 30-December 1, 2017
Embassy Suites by Hilton Downtown St. Louis
610 North 7th Street
St. Louis, MO
11 CLEs including 2 Ethics hours has been requested from Missouri and Kansas Bar

The Brochure announcing all the details will be mailed within the next 2 weeks.  Paralegals are invited to attend on Friday, December 1, for sessions specific to their learning needs. 

 The Symposium schedule has been adjusted from previous years and we hope you find it more accommodating.

  • Thursday, November 30th ~  10 AM TO 5 PM with the networking reception at 5 PM

  • Friday, December 1st ~ 8 AM to 3 PM  

 Featured speakers and Attorney topics have been finalized!  Featured speakers and Paralegal topics can be found in the brochure.

  • The Use of Divorce in Medicaid Planning ~ Arthur Nissenbaum, JD and J. Ronald Lacy, JD

  • Trust Tax Basics – Bob Mason, CELA, CAP, Asheboro, NC

  • Getting Current:  The 2017 Case Law Update ~ Prof. Rebecca Morgan, CAP

  • Planning for the Disabled Adult Child ~ Chris Syrup, JD

  • Nursing Home Negligence Panel ~ David Terry, JD, Carla Jennings, DHSS & Valerie Cooper, NHA

  • Cyber Security Briefing (Ethics) ~ Audrey Katcher, CPA, CISA, CITP, CGMA

  • NAELA ~ Aspirational Standards (Ethics) ~ Amos Goodall, JD

  • Fun with Trusts ~ Bob Mason, CELA, CAP, Asheboro, NC

  • Life Estates; A MO HealthNet Planning Technique ~ Martha C. Brown, CELA

  • The Veterans Court: An Overview, New Initiatives and Recent Case Law – Judges, US Court of Appeals for Veterans Claims (Invited)

  • Married Couples: How to untangle guardianship and conservatorship issues when a spouse is declared incapacitated and disabled ~ Hon.  Daniel P. Wheeler

Hotel Information: The Embassy Suites by Hilton St. Louis Downtown is centrally located in St. Louis, steps from America’s Center Convention Complex and Dome at America’s Center. This hotel is close to Gateway Arch and Busch Stadium.  Guest rooms are available at a special rate of $125. The cutoff date is November 8, 2017.  Call 1-800-EMBASSY (362-2779) using Group Code MON or make your reservations online at:

http://embassysuites.hilton.com/en/es/groups/personalized/S/STLWAES-MON-20171129/index.jhtml

Click here for the brochure.

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Summer Membership Meeting and CLE Programs ~ July 28th, 2017
Advocating for the Nursing Home ResidentCarol Scott, Former Director of MO Long Term Care Ombudsman Program
ABLE Act in Missouri: Martha C.  Brown, CLEA, Fellow, CAP, Martha C. Brown & Associates, LLC
HCBS Waiver Point System, Eligibility Factors, and How to Use When PlanningBarbara Reuter and Jessica Bax, Dept of Health & Senior Services; Mike Weeks, CELA, The Weeks Group

 NEW BENEFIT FOR MEMBERS!!If you missed the meeting but are interested in receiving copies of the handouts, they are available at a cost of $30.00.  Complete the registration form and return it to our office along with your check.  There’s a spot on the form to indicate you are interested in the handouts only.  Click here for the registration form.

 If you missed these past events, the handouts and presentations of each speaker are available on a USB drive for $150.00 (per program). Contact Diana Love at diana@monaela.org or send a check to MoNAELA, 2420 Hyde Park Rd, Suite A, Jefferson City, MO 65109.

2016 MoNAELA Annual Symposium -”A Focus on Trusts in the Elder Law Practice“  December 2-3, 2016 –  Click here for the brochure.

2016 MoNAELA Summer Program “The Basics of Elder Law….come find the answers” - June 17th, 2016 - Click here for the brochure.

2015 MoNAELA Annual Elder Law Symposium – December 4-5, 2015 Click here to view the brochure

MoNAELA Summer Membership Meeting & CLE Program 10:00 am – 2:30 pm (Approved for 3.0 MCLE) Click here for the Agenda.

2015 MoNAELA Special Needs Trust Institute - May 29th, 2015 Click here for the brochure. 2014 MoNAELA Annual Elder Law Symposium -  December 5-6, 2014 Click here to view the brochure

Special Needs Trust Boot Camp – June 27, 2014 The training held at Hallbrook Country Club in Leawood, KS was a great program packed with information and resources.  ”An excellent value” and “highly recommended to others” were just a few of the participant comments. Topics included:

  • Basics of SNTs
  • SSI & SNTs
  • Pooled Trusts
  • Corporate Trustees
  • 5 Things You Need to Know About Drafting (d)(4)(A) Trusts
  • Taxation Issues n Special Needs Trust
  • SNT & Retirement Benefits
  • KC Special Needs Trust Experience
  • Case Law Update

Membership Meeting and Tax Issues Program - August 1-2, 2014  Courtyard by Marriott, Columbia, MO was the location of the most recent Membership Meeting and MCLE program sponsored by MoNAELA.  Topics included:

  • Decanting, Update on the Reform of Guardianship Code
  • Income Tax Planning in Long Term Care
  • Tax Planning with IRAs, Rules Regarding Beneficiary Designations and Required Minimum Distributions
  • Basics of Tax Planning (Simple, Grantor, Complex Trust)
  • A Tax Day in the Life of an Estate (EINs, Sec. 645 elections, Filing a 706 in a taxable and non-taxable estate)
  • Designing Special Needs Trusts for Maximum Tax Efficiency
  • Powers of Appointment-Funding Formulas

In you have questions or desire additional information on either of these programs, please contact the MoNAELA office at 573.634.7772 or via email at diana@monaela.org