Upcoming MoNAELA Events

Mark Your Calendar!

2017 Events

Summer Membership Meeting and CLE Programs
July 28th, 2017
Courtyard by Marriott Columbia

3301 Lemone Industrial Blvd
Columbia, MO

4 CLE hours will be requested for the following programs:

10 a.m. – WELCOME AND INTRODUCTIONS
10:15 a.m. to 11:15 p.m. –
Advocating for the Nursing Home Resident – Carol Scott, Former Director of MO Long Term Care Ombudsman Program
11:15 a.m. – 12:30 p.m. – Membership Meeting and Lunch
12:30 p.m. to 1:20 p.m. – ABLE Act in Missouri: Martha C.  Brown, CLEA, Fellow, CAP, Martha C. Brown & Associates, LLC
1:30 p.m. to 3:00 p.m. – HCBS Waiver Point System, Eligibility Factors, and How to Use When Planning – Barbara Reuter and Jessica Bax, Dept of Health & Senior Services; Mike Weeks, CELA, The Weeks Group
3:00 p.m. – Wrap Up and Evaluations

 COST:           *$45 (lunch included) Members   $100 (lunch included) Nonmembers  $30 Handouts only

RSVP:           Please register by July 21th, 2017 by mailing the form along with a check made payable to MoNAELA to: MoNAELA, 2420 Hyde Park, Suite A, Jefferson City, MO 65109.  (NOTE: We do not accept credit card payments.)

 NEW BENEFIT FOR MEMBERS!! – If you are unable to attend the meeting but are interested in receiving copies of the handouts, they will be 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.

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 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