Senior Law Day - 2011
Saturday, August 13, 2011 / 8:00 a.m. - 3:30 p.m.
Lory Student Center at Colorado State University
This annual day-long conference presents seminars specifically for seniors and their families. Senior Law Day will provide attendees with useful information and numerous resources that will help them begin a plan of action to address their specific legal and financial needs.
If you are a senior, an adult child with an aging parent, or a caregiver, this is one day you cannot afford to miss. Mark your calendar today for this meaningful event.
Each participant will receive a copy of the 2011 Senior Law Handbook, published by the Colorado Bar Association, as well as a comprehensive book of all seminar highlights.
Senior Law Day 2011 was the the biggest and most well attended event in the history of SLD.
Thanks to the professional expertise of our presenters and the enthusiasm of attendees. With the
feedback you have given us, we plan to make next year's event even better. In the meantime we have
posted some photos of the Day. Click here to view them.
Schedule of the Day’s Activities:
| 8:00 am |
Registration begins; breakfast refreshments are served in the Ballroom; visit vendor booths |
| 8:30 am |
Introductions: welcome guests and thank sponsors |
| 9:00 am |
1st breakout session (Breakout room, see schedule) |
| 10:00 am |
Move to next breakout session |
| 10:15 am |
2nd breakout session (Breakout room, see schedule) |
| 11:15 am |
Move to next breakout session (15 min) |
| 11:30 am |
LUNCH in Ballroom, sponsored by CSU, includes keynote event |
| 1:00 pm |
3rd breakout session (Breakout room, see schedule) |
| 2:00 pm |
Move to next breakout session (15 min) |
| 2:15 pm |
4th breakout session (Breakout room, see schedule) |
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| Basic Estate Planning: Wills, Trusts & Your Property Learn about the wonderful world of wills, trusts, and basic estate planning. Learn about what happens if you die without a will. What is probate and is it necessary to avoid it in Colorado? You will also learn about revocable living trusts, nonprobate transfers and steps you can take to reduce the chance of contests over your plan. Presenter: Pete Bullard, Law Offices of Peter W. Bullard, P.C. Medicare Updates: What's New This presentation will provide an overview of Medicare benefits including costs, coverage options available and important new enrollment periods. We’ll also discuss new preventive benefits including the Annual Wellness Visit and what’s new for 2012. Presenter: Eileen Hendee, Medicare Coordinator, Poudre Valley Health Systems, Aspen Club Advanced Directives This session will review the various types of advanced directives, including living wills, medical powers of attorney and CPR Directives, and how these documents differ. We will also discuss the new Colorado Medical Orders for Scope of Treatment (MOST) form. Finally, we will look at how other forms such as Five Wishes may be incorporated into your planning. Presenter: Bill Beyers, Law Office of William C. Beyers Tricks of the Trade: Outsmarting Investment Fraud The typical fraud victim is NOT who you think. Curious? Come to this video presentation, co-sponsored by the FINRA Foundation’s SaveAndInvest.org campaign, the U.S. Securities and Exchange Commission, and AARP ElderWatch. You will learn how to recognize and counteract the powerful forces of persuasion and acquire new tools to prevent you from falling victim to investment scams. Monitored by: MaryAnne Heyman CFP®, MSFP, Financial Design & Management, Inc. Medicaid Long-Term Care Benefits Levels of care, income requirements, and resource requirements will be discussed, as well as special rules for married couples, including the spousal income allowance and the spousal resource allowance. We will also cover how gifting (transfers of resources without fair consideration) affects eligibility and aspects of estate recovery. Presenter: Nancy Wallace, Attorney, Wallace & Kling, PC When to Use an Attorney We will explore those times in life when it is better to talk to an attorney sooner rather than later and when it is better to have some help than to try to do it yourself. The emphasis will be on wills, estate planning and elder law concerns. We will also touch on beneficiary deeds, POD accounts and beneficiary designations. We may even venture into some homeowner’s association issues, foreclosures, reverse mortgages and other areas of law. Presenter: Kent E. Sutherland of Sutherland & Connor LLC, Fort Collins |
Powers of Attorney, Guardianships & Conservatorships: Learn about the benefits and pitfalls of medical and financial powers of attorney (POAs) – what they are and what they aren’t, when to use them and when to avoid them. The importance of POAs in the estate planning process, as well as planning for the possibility of incapacity will be explored. Attendees will receive valuable information about the importance of the prudent use of POAs, as well as when guardianships and/or conservatorships should be considered, and how to ensure your interests are protected. Presenter: Kristine L. Callahan, Procter and Callahan, LLC Veterans Benefits and Long-term Care Planning Presenters will discuss VA benefits generally and the VA Aid and Attendance Special Pension benefit as part of planning for long term care needs for a qualifying veteran or a widow(er) of a veteran. Also addressed: How Medicaid and the Aid and Attendance special pension benefit can be used together to pay for the soaring costs of long-term care. This informative program is a must for any veteran or family member of a veteran! Presenters: Jan Lord, The Law Office of C. Jan Lord, LLC, and Debbie Pierson, Larimer County Veteran’s Service Officer Probate Administration: What to Do when Someone Dies This presentation will cover what probate is (and isn’t); when probate is necessary (and when it isn’t); the roles of the personal representative and attorney; and how to keep things running smoothly. Presenter: Amy Rosenberg, Law office of Peterson Rosenberg, Pllc Potpourri of Family Law for Seniors Family Law issues affect people of all ages – even Seniors. This session provides a broad overview of legal considerations for seniors as they are affected by: marriage (common law or formal), divorce, remarriage and blending families (including some estate planning considerations), grandparents raising their grandchildren, and brief discussion on alternative dispute resolution practices that can help avoid costly conflict and litigation. Presenter: Dianne H. Peterson, Law Offices of Dianne H. Peterson, PC Navigating Social Security Benefit Programs The Social Security system is more than a retirement benefit program. Learn about additional programs such as needs based SSI, disability SSDI and Survivors Benefits: What are the programs? Who should apply and how to apply. Presenters: Jan Larsen, Law Office of Jan A. Larsen P.C. and MaryAnne Heyman, CFP®, MSFP, Financial Design & Management, Inc Tech Savvy Seniors Presenters from AARP and the BBB will show you internet resources that allow you to check out businesses and charities before you buy or donate; they will share tips on safe internet browsing and inform you of how scam artists use technology, plus a whole lot more. Presenters: Carrie Rossman, Foundation Program Director, BBB, and Allison Carver, AARP ElderWatch |
Online registrations for Senior Law Day 2011 has CLOSED. However, please call (970) 495-3442 to register via telephone or with any questions about the event. We hope to see you there!
QUESTIONS?
For more information, call 970-495-3442
