MoNAELA Events

Mark Your Calendar!

2018 Winter Elder Law Symposium

November 29-30, 2018
Kansas City Marriott Country Club Plaza

4445 Main Street, Kansas City, MO

AGENDA:

Thursday, November 29th ~  10 AM TO 4:45 PM; Networking Reception at 5 PM;
Friday, November 30th ~ 8 AM to 3 PM

PARALEGALS: Thursday, November 29th; includes joint sessions “Chapter 475 Gets a Makeover” and “CONFIDENTIAL: Ethics of Emails” as well as additional sessions specific to their day-to-day responsibilities.

ATTORNEYS; Featured Speakers and topics:

  • Case Law Update ~ Prof. Rebecca Morgan, CAP
  • Taxation of Special Needs Trusts ~ Rodney Hipp, JD, CELA
  • Arrival of Final Changes to VA Regulations – Mike Weeks, JD, CELA
  • POMs Update and Review of In-kind Support and Maintenance (ISM) ~ William Hubbard, JD, CELA, CAP 
  • Chapter 475 Gets a Makeover ~ Tim Murphy, JD, Judge Mark Styles, and Martha C. Brown, JD, CELA
  • CONFIDENTIAL: Ethics of Email ~ Chris Stiegemeyer, Director of Risk Management, The Bar Plan
  • Planning for the Life of an Individual with Special Needs ~ Mark Munson, JD, CELA, and Ann Koerner, National Care Advisors
  • Capacity Counseling in the Real World ~ Melissa Leavy, JD, Samantha Shepherd, JD, CELA, and Linda Tabory, JD
  • Staff Development – The Art & Science of Recruiting and Retention ~ Brooke Rembold, MBA, PHR
  • Planning for the Community Spouse – Brian Quinn, JD
  • Navigating Drafting and Administration of Irrevocable Trusts ~ Wesley Coulson, JD, CELA

HOTEL INFORMATION: The  Kansas City Marriott Country Club Plaza is located on Main Street and is within walking distance from the Country Club Plaza and offers complimentary door-to-door shuttle service as well.  This hotel has been recently renovated and we are excited about the new venue!  Guest rooms are available at a special rate of $149. The cutoff date is November 14, 2018.  Reservations can be made at: Book your group rate for National Academy of Elder Law Attorneys Conference

REGISTER ONLINE AThttps://www.naela.org/store/events/registration.aspx?event=CHAPMO1118.  If you are unable to register online, please click here for the form.

BROCHURE: Click here for the full brochure.

SPONSOR:  A special thank you to Jim Cole and Country Club Trust Company for sponsoring this event! They are available to help individuals and families realize their financial objectives.  816-751-4200

If you have questions, please contact Diana Love at diana@monaela.org or Phone:573 634-7772. 

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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.

2017 Winder Elder Law Symposium – November 30-December 1, 2017: Click here for the brochure.

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

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