MoNAELA Events

Upcoming Events

 

2019 Winter Membership Meeting and CLE Programs
10:00 AM to 3:00 PM ~ January 25th, 2019
Hampton Inn & Suites, Columbia, MO

CLE PROGRAMS:
How to Create Estate Plans for the Community Spouse in light of the Hallam Decision” ~
Speakers: Valerie Peterson, CEO, Elder Counsel and Panel Members: William Hubbard, CELA, Melissa Leavy, JD, and Julie Berkowitz, CELA.

What is the Bureau of Special Health Care Needs” ~Speaker: Lisa Crandall, Bureau Chief, Bureau of Special Health Care Needs

 MCLE:           3.6 hours are pending with the Missouri Bar

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

Click here for the Registration Form

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.

2018 Winter Elder Law Symposium – November 29-30, 2018:  Click here for the full brochure.

2017 Winter 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