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Past Events

October 2016

C&T CE Program – CES For Social Work, Case Managers, Nursing and Nursing Home Administrators

October 26, 2016 @ 8:30 am - 4:00 pm
Midland, MI United States + Google Map
Presenter:

Location: Midland Speaker: Douglas G. Chalgian, JD, Amy R. Tripp, JD, and Christoper W. Smith, JD Information: Please contact us at 989.423.1200 for information regarding this event including registration or scroll above to click on the link at the top of this page to register online

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December 2016

Jackson Area Estate Planning Council – VA

December 14, 2016 @ 12:00 pm - 1:00 pm
Jackson, MI United States + Google Map
Presenter: Amy R. Tripp

Please contact TBD for information regarding this event including registration

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Basic Medicaid

December 14, 2016 @ 2:30 pm - 3:30 pm
Arbor Manor, 151 2nd St
Spring Arbor, MI 49283 United States
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Presenter: Erin Majka

Please contact Melissa Raymond at 517.750-1900 for information regarding this event including registration

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January 2017

529 ABLE Accounts and Special Needs Trust

January 10, 2017 @ 9:00 am - 10:00 am
Michigan Works, 1409 Washington St
Midland, MI 48640 United States
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Presenter: Chrysa Milholland

For information regarding the event or registration details, please contact contact Carrie Prosowski (989) 751-5062.

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Living Will for Geriatric folks

January 10, 2017 @ 6:00 pm - 7:00 pm
disAbility Connections, 409 Linden Ave
Jackson, MI 49203 United States
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Presenter: Amy R. Tripp

For event information, including registration, please contact Tim Kohlitz, at (517) 782-4339.   This speaking event will take place at the disAbility Connections, Inc.'s Parkinson's Support Group.

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(Postponed) Adult Children Caring for Aging Parents – Veterans Brunch – Brookdale

January 12, 2017 @ 11:00 am - 12:00 pm
Brookdale in Adrian, 1200 Corporate Drive
Adrian, MI 49221 United States
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Presenter: Erin Majka

Notice: this event is postponed, and will be rescheduled.  This event is open to the public. Please contact rflores1@brookdale.com for information regarding this event including registration.

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Drafting to Appoint a Funeral Representative

January 19, 2017 @ 10:35 am - 11:15 am
GVSU Eberhard Center, 301 W. Fulton
Grand Rapids, MI 49504 United States
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Presenter: Michelle Lane

Find information regarding event registration at ICLE.org

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Caring for an Aging Parent

January 25, 2017 @ 12:00 pm - 1:00 pm
MSU Family Resource Center, 479 West Circle Drive
East Lansing, MI 48823 United States
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Presenter: Michelle Lane

For event information, including registration, please contact Lori Strom at (517) 432-3745 ext 146.   The event will be in Room 113 of Linton Hall, which is located at the address below.

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Webinar: Hot Medicaid Topics

January 31, 2017 @ 12:00 pm - 1:00 pm

This webinar from the Michigan Chapter of the National Academy of Elder Law Attorneys will cover your Medicaid questions in 2017.   For webinar registration, please send an email to randerson@upelderlaw.com

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February 2017

Washtenaw Area Estate Planning Council – 529 ABLE Accounts and Special Needs Trusts

February 2, 2017 @ 5:00 pm - 5:45 pm
Ann Arbor, MI United States + Google Map
Presenter: Amy R. Tripp

Please contact debbie.krone@rehmann.com for information regarding this event including registration

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Long-Term Care Planning

February 8, 2017 @ 12:00 pm - 1:00 pm
MSU Family Resource Center, 479 West Circle Drive
East Lansing, MI 48823 United States
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Presenter: Susan Chalgian

For event information, including registration, please contact Lori Strom at (517) 432-3745 Ext 146.   This event will take place in Room 113 of Linton Hall at the address below.

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Applying for Medicaid – The Four Eligibility Requirements

February 14, 2017 @ 8:00 am - 5:00 pm
Presenter:

Protecting Assets While Qualifying for Medicaid: Applying for Medicaid - The Four Eligibility Requirements This event is sponsored by NBI. To register, contact www.nbi-sems.com.

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Drafting to Appoint a Funeral Representative

February 16, 2017 @ 10:35 am - 11:15 am
Inns of St John’s, 44045 Five Mile Rd
Plymouth, MI 48170 United States
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Presenter: Michelle Lane

For information regarding the event, go to ICLE.org

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Special Needs Planning – MSUFCU Lecture Series

February 28, 2017 @ 6:00 pm - 7:00 pm
MSUFCU Farm Lane Branch, 4825 Mt Hope Rd
East Lansing, MI 48823 United States
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Presenter: Amy R. Tripp

This event is open to the public. Please contact Ian Oberg at 517.664.7759 for information regarding this event including registration.

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March 2017

Spring Elder Law Conference

March 10, 2017 @ 8:30 am - 4:30 pm
Inns at St. John’s Plymouth, 44045 Five Mile Road
Plymouth, MI 48170 United States
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Presenter: Christopher Smith

The topic of conversation will be Trumpcare: Government Benefits in the Trump Administration. This event will be presented by Attorney Christopher Smith, after which a panel will be held to focus on the possible impact in Michigan. The panel will include Jean Doss, Capitol Services, and Alison Hirschel, Attorney.

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(Postponed) Community Forum: Quality of Life in the Senior Years

March 16, 2017 @ 6:30 pm - 8:30 pm
Carnegie Library, 244 W. Michigan Ave
Jackson, MI 49201 United States
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Presenter: Christopher Smith

Attention: as of March 8, our scheduled community forum will be postponed. Please check back at our events page or contact our office for information regarding the new date and time.   This event is sponsored by the Jackson League of Women Voters, and will be presented by Attorney Christopher Smith. For event information please contact the Jackson League of Women Voters.

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Overview of Estate Planning and Long-Term Care

March 23, 2017 @ 6:30 pm - 7:30 pm
Brookdale of Bay City, 734 N. Pine Rd
Bay City, MI 48708 United States
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Presenter: Chrysa Milholland

For event information, including registration, please email Krystal Corrion at kcorrion@brookdale.com

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April 2017

Michigan PACE Program

April 13, 2017 @ 9:40 am - 10:20 am
Inns at St. John’s Plymouth, 44045 Five Mile Road
Plymouth, MI 48170 United States
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Presenter: Erin Majka

This event is sponsored by ICLE Medicaid and Health Care Planning. To register for the event, please find event details at ICLE.org.

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Adult Children Caring for Aging Parents

April 13, 2017 @ 6:00 pm - 7:00 pm
MSUFCU Farm Lane Branch, 4825 Mt Hope Rd
East Lansing, MI 48823 United States
+ Google Map
Presenter: Michelle Lane

This event is open to the public. Please contact Ian Oberg at 517.664.7759 for information regarding this event including registration.

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Basic Estate Planning and Long Term Care

April 19, 2017 @ 3:00 pm - 4:00 pm
Carnegie Library, 244 W. Michigan Ave
Jackson, MI 49201 United States
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Presenter: Amy R. Tripp

This event is sponsored by Jackson AARP group. For more details, please email Cathy Moore at cat53more@yahoo.com.

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Michigan Elder Law 2017

April 27, 2017 @ 8:00 am - 4:30 pm
Wyndham Garden Sterling Heights, 34911 Van Dyke Ave
Sterling Heights, MI 48312 United States
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Find information regarding event cost and registration at www.pesi.com

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Elder Law – 2017 Seminar

April 28, 2017 @ 8:00 am - 4:00 pm
Marriott University Place, 300 Mac Ave
East Lansing, MI 48823 United States
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Find information regarding event cost and registration at www.pesi.com.

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May 2017

Trust-Based Medicaid Planning in Details

May 5, 2017 @ 1:15 pm - 2:15 pm
Hampton Inn & Suites Lansing West, 900 North Canal Rd
Lansing, MI 48917 United States
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Presenter: Erin Majka

This event is sponsored by NBI to register contact www.nbi-sems.com

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Year in Review, Jackson Area Estate Planning Council

May 10, 2017 @ 12:00 pm - 1:00 pm
Belle Notte Restaurant, 137 W. Michigan Ave
Jackson, MI 49201 United States
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Please contact Brad Breilinski at 517.787.9481 for information regarding this event including registration

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Special Needs Checkup

May 10, 2017 @ 6:00 pm - 8:30 pm
Disability Network of Mid-Michigan, 1705 S Saginaw Rd
Midland, MI 48640 United States
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Presenter:

Topics to be discussed: Special Needs Fairness Act Updates on the 529A Michigan ABLE Accounts Federal Policy Changes with the Trump Administration No fee to attend. To register for a session or ask questions, please call (888) 956-9600, or email rsvp@mielderlaw.com.

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Special Needs Checkup

May 11, 2017 @ 6:30 pm - 8:30 pm
Ingham ISD – Thorburn Education Center, 2630 W. Howell Road
Mason, MI 48854 United States
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Presenter:

Topics to be discussed: Special Needs Fairness Act Updates on the 529A Michigan ABLE Accounts Federal Policy Changes with the Trump Administration No fee to attend. To register for a session or ask questions, please call (888) 956-9600, or email rsvp@mielderlaw.com.

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Caselaw Update – 57th Annual Probate & Estate Planning Institute

May 18, 2017 @ 1:30 pm - 2:10 pm
Grand Traverse Resorts, 100 Grand Traverse Resort Blvd
Williamsburg, MI 49690 United States
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Presenter: Phillip E. Harter

These events are sponsored by the Probate & Estate Planning Section of the State Bar of Michigan and ICLE. Find more information at www.icle.org/probate.

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Hot Issues in Special Needs Planning – 57th Annual Probate & Estate Planning Institute

May 19, 2017 @ 11:10 am - 11:45 pm
Grand Traverse Resort, 100 Grand Traverse Resort Blvd
Williamsburg, MI 49690 United States
+ Google Map
Presenter: Christopher Smith

These events are sponsored by the Probate & Estate Planning Section of the State Bar of Michigan and ICLE. Find more information at www.icle.org/probate.

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Special Needs Checkup

May 23, 2017 @ 6:30 pm - 8:30 pm
The Arc of Macomb County, 44050 N. Gratiot Avenue
Clinton Township, MI 48036 United States
+ Google Map
Presenter:

Topics to be discussed: Special Needs Fairness Act Updates on the 529A Michigan ABLE Accounts Federal Policy Changes with the Trump Administration No fee to attend. To register for a session or ask questions, please call (888) 956-9600, or email rsvp@mielderlaw.com.

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Special Needs Checkup

May 24, 2017 @ 6:30 pm - 8:30 pm
Lyle A. Torrant Center, 1175 W. Parnall Road
Jackson, MI 49201 United States
+ Google Map
Presenter:

Topics to be discussed: Special Needs Fairness Act Updates on the 529A Michigan ABLE Accounts Federal Policy Changes with the Trump Administration No fee to attend. To register for a session or ask questions, please call (888) 956-9600, or email rsvp@mielderlaw.com.

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June 2017

Caselaw Update – 57th Annual Probate & Estate Planning Institute

June 16, 2017 @ 8:50 am - 9:30 pm
Inns at St. John’s Plymouth, 44045 Five Mile Road
Plymouth, MI 48170 United States
+ Google Map
Presenter: Phillip E. Harter

These events are sponsored by the Probate & Estate Planning Section of the State Bar of Michigan and ICLE. Find more information at www.icle.org/probate.

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Hot Issues in Special Needs Planning – 57th Annual Probate & Estate Planning Institute

June 17, 2017 @ 4:25 pm - 5:10 pm
Inns at St. John’s Plymouth, 44045 Five Mile Road
Plymouth, MI 48170 United States
+ Google Map
Presenter: Christopher Smith

These events are sponsored by the Probate & Estate Planning Section of the State Bar of Michigan and ICLE. Find more information at www.icle.org/probate.

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Life After the Bench—Private Practice

June 27, 2017 @ 11:00 am - 11:45 am
Amway Grand Plaza, 187 Monroe Ave NW
Grand Rapids, MI 49503 United States
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Presenter: Phillip E. Harter

This event is sponsored by the Michigan Probate Judges Association. For event information, please contact the Michigan Probate Judges Association.

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July 2017

Care Contracts

July 5, 2017 @ 1:00 pm - 1:30 pm
Isabella County Deparment of Health & Human Services, 1919 Parkland Drive
Mt. Pleasant, MI United States
+ Google Map
Presenter: Chrysa Milholland

VAN Meeting

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Special Needs: DPOA, PA and Alternatives to Guardianships

July 12, 2017 @ 10:00 am - 11:30 am
Comfort Inn & Suites Conference Center, 2424 S. Mission St
Mount Pleasant, MI 48858 United States
+ Google Map
Presenter: Christopher Smith

In-Service for LARA Bureau of Blind Persons

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Breakfast Brush-up: the ABCs of POAs

July 25, 2017 @ 8:30 am - 10:00 am
Senior Services, 4700 Dublin Ave.
Midland, MI 48640 United States
+ Google Map
Presenter: Douglas Chalgian

90-minute morning session Breakfast will be served The ABCs of POAs Who is in charge? What do they have authority to do? When can they act? "and/or" When does it become financial exploitation? Co-hosted by:  Great Lakes Home Care Unlimited and Senior Services of Midland Space is limited. Early registration secures your spot! Register Now ›  Download Event Flyer ›

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Elder Law and Estate Planning

July 26, 2017 @ 6:00 pm - 7:00 pm
Colonial Villa of Midland, 5007 Universal Dr
Midland, MI 48640 United States
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Presenter: Chrysa Milholland

Open to public

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August 2017

Elder Law for Yooper’s- Probate Litigation

August 4, 2017 @ 8:30 am - 12:00 pm
Marquette Michigan, Marquette, MI United States + Google Map
Presenter: Douglas Chalgian

Estate Planning:Top 10 Tools to Know

August 28, 2017 @ 8:30 am - 10:00 am
Holiday Inn Grand Rapids- Airport, 3063 Lake Eastbrook
Grand Rapids, 49512 United States
+ Google Map
Presenter: Erin Majka

Will Strategies to Prevent Conflict and Confusion 8:30-9:15 Revocable Living Trust Tactics 9:15-10:00 For more information contact www.NBI-sems.com

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September 2017

Power of Attorney for Health Care and Financial Matters: The ABC of Surrogate Decision Making

September 7, 2017 @ 2:00 pm - 3:00 pm
Eagle Eye Conference Center, 15500 Chandler Rd #3
Bath Twp, 48808 United States
+ Google Map
Presenter: David Shaltz

This event is part of the Sparrow Senior Health Series. For more information, please contact Katie Hubbard, Wellness Coordinator, at (517) 364-8146.

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ICLE 3rd Annual Elder Law Institute: The Top 10 Tips for Effective DHHS Appeals

September 14, 2017 - September 15, 2017
Inns at St. John’s Plymouth, 44045 Five Mile Road
Plymouth, MI 48170 United States
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For more information and registration information, please email ICLE at icle@umich.edu. The Top 10 Tips for Effective DHHS Appeals Sept 14th 3:45- 4:40 Presenter:  David Shaltz Closing Keynote: Elder Law Town Hall Meeting September 14th 4:40-close Presenter:  Amy R. Tripp Elder Law Caselaw and Status Update September 15th 9:00-10:00 Presenters:  Christopher W. Smith and Joseph D. Weiler, Jr. Interactive Special Needs Solutions Sept 15th 11:35-12:30 Presenter: Amy R. Tripp

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Care Contracts

September 20, 2017 @ 1:00 pm - 2:00 pm
Clare County VAN Meeting, 207 W. 5th Street MI 48617 United States + Google Map
Presenter: Chrysa Milholland

Benefits of Special Needs Trust or MIABLE Accounts

September 20, 2017 @ 6:00 pm - 7:00 pm
The Arc of Midland, 220 W. Main St, Suite 102
Midland, MI 48640 United States
+ Google Map
Presenter: Chrysa Milholland

Maintaining Quality of Life in your Senior Years

September 21, 2017 @ 6:30 pm - 8:30 pm
Carnegie Library, 244 W. Michigan Ave
Jackson, MI 49201 United States
+ Google Map
Presenter: Christopher Smith

Jackson League of Women Voters

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Breakfast Brush-Up: the ABCs of POAs

September 26, 2017 @ 7:30 am - 9:30 am
Heartland Health Care Center, 434 W North St
Jackson, MI 49202 United States
+ Google Map
Presenter:

90-minute morning session Breakfast will be served The ABCs of POAs Who is in charge? What do they have authority to do? When can they act? "and/or" When does it become financial exploitation? Co-hosted by:  Allegra Nursing & Rehab Space is limited. Early registration secures your spot! Register Now ›  Download Event Flyer ›

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Special Needs

September 26, 2017 @ 12:00 pm - 1:00 pm
Private: Jackson County Courthouse, 312 S Jackson St # 1
Jackson, MI 49201 United States
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Presenter: Amy R. Tripp

Sponsored by  National Association of Legal Secretaries    

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The Right Document at the Right Time

September 26, 2017 @ 6:00 pm - 7:00 pm
Brookdale Senior Living of Saginaw, 2485 McCarty Rd Saginaw, MI 48603 United States + Google Map
Presenter: Joe Weiler

This event is open to the public, contact Brookdale of Saginaw to RSVP at (989) 249-7500

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Transitioning Your Practice, Protecting Your Legacy

September 28, 2017 @ 11:00 am - 11:50 am
Cobo Center, 1 Washington Blvd
Detroit, MI 48226 United States
+ Google Map
Presenter: John D. Mabley

Turns out one size doesn't fit all when it comes to winding down a law practice. Hear from experts about flexible options for moving into retirement. Whether you sell your practice, continue to work part-time, or both, you'll get all the details for putting your plan into place. Sponsored By mycase

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October 2017

Midwest Trust and Wealth Management Conference

October 4, 2017 @ 12:30 pm - 1:30 pm
The Inn at St. Johns in Plymouth, MI, 44045 Five Mile Rd
Plymouth, 48170 United States
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Presenter: John Fusik

For more information visit www.mibankers.com

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Midwest Trust and Wealth Management Conference Veterans Benefits

October 4, 2017 @ 4:00 pm - 5:00 pm
The Inn at St. Johns in Plymouth, MI, 44045 Five Mile Rd
Plymouth, 48170 United States
+ Google Map
Presenter: Amy R. Tripp

This event is Organized by the Michigan Bankers Association for further information contact Stephanie Fisher, at www.mibankers.com

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The Medicaid UnProgram

October 5, 2017
Double Tree by Hilton, 1 Wenonah Park Place
Bay City, MI 48708 United States
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Presenter: David Shaltz

This event will take place as part of the State Bar of Michigan Elder and Disability Rights Section Fall Conference. Presentation time is to be determined. For more information, visit the Michigan State Bar website.

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I’ll be your Huckleberry

October 6, 2017 @ 8:45 am - 9:45 am
Double Tree by Hilton, 1 Wenonah Park Place
Bay City, MI 48708 United States
+ Google Map
Presenter: Douglas Chalgian

Michigan Elder Law and Disability Rights Conference

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Breakfast Brush-Up: the ABC’s -Of- POA’s

October 12, 2017 @ 8:00 am - 9:30 am
CentraCare, 200 W Michigan Ave.
Battle Creek, MI 49017 United States
+ Google Map
Presenter: Douglas Chalgian

90-minute morning session October 12, 2017 7:30am - Registration 8:00-9:00am - Presentation 200 W Michigan Ave, Battle Creek, MI 49017 BREAKFAST WILL BE SERVED The ABCs of POAs Who is in charge? What do they have authority to do? When can they act? When does it become financial exploitation? Co-hosted by: CareWell services Presented by: Chalgian & Tripp 1 HOUR CE FOR NURSES AND SOCIAL WORKERS Space is Limited. Early registration secures your spot! Register Now › 

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How to Avoid Common Pitfalls of Estate Planning

October 12, 2017 @ 6:00 pm - 7:00 pm
MSUFCU Farm Lane Branch, 4825 Mt Hope Rd
East Lansing, MI 48823 United States
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Presenter: Michelle Lane

This event is sponsored by Michigan State University Federal Credit Union, to register go to www.msufcu.org

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Breakfast Brush-Up: the ABCs of POAS

October 17, 2017 @ 8:00 am - 9:00 am
Presenter: Douglas Chalgian

90-minute morning session The ABCs of POAs •Who is in charge? • What do they have authority to do? • When can they act? • When does it become financial exploitation? Co-hosted by: Independence Village

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Legal Issues for Seniors: Power of Attorney, Guardianship, and more.

October 18, 2017 @ 3:00 pm - 4:00 pm
Calhoun County Medical Care Facility, 1150 Michigan Ave. E
Battle Creek, MI 49014 United States
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Presenter: Phillip E. Harter

Presented by Chalgian and Tripp Law Offices October 18 at 3:00 p.m.

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ICLE-Litigation Tools for Probate: Handling Contested Probate Proceedings

October 26, 2017 @ 4:15 pm - 4:45 pm
Inns at St. John’s Plymouth, 44045 Five Mile Road
Plymouth, MI 48170 United States
+ Google Map

November 2017

MICPA’s Eldercare Planning Symposium

November 7, 2017 @ 7:30 am - 12:30 pm
MSU Conference Center and Banquet Hall, 811 W Square Lake Rd
Troy, 48098 United States
+ Google Map
Presenter: Christopher Smith

Discuss the essential information in an overview of changes in Medicare and Medicaid qualifications and rules that impact eldercare coverage. Our presenter offers a deep dive into Medicare A-F to familiarize you with the differences, overlaps, and tax considerations you must know to assist your eldercare clients. Learn cost cutting tips that help your clients navigate the Medicare Donut Hole.

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ICLE Family Law Institute: Special Needs Trusts

November 9, 2017 @ 2:35 pm - 3:35 pm
Suburban Collection Showplace, 46100 Grand River Ave
Novi, MI 48374 United States
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Presenter: Amy R. Tripp

For more event information, please visit www.icle.org.

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Long Term Care Planning

November 16, 2017 @ 6:00 pm - 7:00 pm
MSUFCU Farm Lane Branch, 4825 Mt Hope Rd
East Lansing, MI 48823 United States
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Presenter: Susan Chalgian

This event is sponsored by Michigan State University Federal Credit Union,   to register go to www.msufcu.org

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Estate Planning

November 28, 2017 @ 1:00 pm - 2:00 pm
Chesaning Nursing & Rehabilitation Center, 201 S. Front Street
Chesaning, Michigan 48616
+ Google Map

This is event is open to the public, to register or for more information contact Annette George at (989) 845-6602

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Long Term Planning and Trust

November 30, 2017 @ 6:00 pm - 7:00 pm
Candlestone Assited Living, 4124 Waldo Ave
Midland, Michigan 48642
+ Google Map

This event is open to the public, contact Kory Priest at CandleStone Assisted living to register and for more information at (989) 832-3700

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January 2018

Elder Law Basics

January 16, 2018 @ 6:00 pm - 7:00 pm
Heartland Health Care of Hampton, 800 Mulholland Rd
Bay City, Michigan 48708
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Heartland Health Care Center of Hampton is hosting Attorney Joe Weiler to presenter on Elder Law Basics,  this event is open to the public, contact Erica Wood to RSVP (989) 895-8539

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February 2018

Medicaid Planning and Caselaw Updates

February 13, 2018 @ 12:00 pm - 1:00 pm
University Club of MSU, 3435 Forest Rd
Lansing, Michigan 48910
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Presenter: David Shaltz

Attorney David Shaltz is the guest speaking at the Greater Lansing Estate Planning Council, for more information contact Ursula Auger at 517-853-6915.

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Alternatives to Domestic Asset Protection Trusts (DAPTS)

February 14, 2018 @ 12:00 pm - 1:00 pm
Belle Notte, 137 W. Michigan Ave
Jackson, Michigan 49201
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Presenter: John D. Mabley

Attorney John Mabley with be the presenter at the monthly Jackson Area Estate Planning Council Meeting, contact the JAEPC, if you would like to attend.

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Software and Technology Tools for Estate Planners

February 15, 2018 @ 12:30 pm - 2:00 pm
Presenter: John D. Mabley

Attorney John Mabley will be on of the presenters  as part of an accredited ALI-CLE program.    To learn more information and sign up for the telephone seminar got to www.ali-cle.org.

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Estate Planning

February 16, 2018 @ 12:00 pm - 1:00 pm
The Kool Family Community Center, 200 W. Michigan Ave
Battle Creek, Michigan 49017
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Presenter: Phillip E. Harter

Attorney Phil Harter will be the guest speaking for the Battle Creek Community Foundation meeting.

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Basic Medicaid Elgibility for Long Term Care for Clients with Few Assets

February 21, 2018 @ 10:30 am - 12:00 pm
Presenter: David Shaltz

Attorney David Shaltz will be a presenter at a training through the Michigan Poverty Law Program- Elder Law Task Force.  For more information about the Michigan Poverty Law Program visit their website at www.mplp.org

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Civil Litigation as a Remedy for Financial Exploitation of Vulnerable Adults

February 21, 2018 @ 2:00 pm - 3:00 pm
Presenter: Douglas Chalgian

The National Center on Law and Elder Rights is hosting a webinar, and has asked Attorney Douglas Chalgian to present.  For further information visit www.americanbar.org/aging

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Special Needs Planning

February 27, 2018 @ 6:00 pm - 7:00 pm
MSUFCU Farm Lane Branch, 4825 Mt Hope Rd
East Lansing, MI 48823 United States
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Presenter: Amy R. Tripp

This event is sponsored by Michigan State University Federal Credit Union,   to register go to www.msufcu.org

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March 2018

Free

Lunch and Learn The ABC of POA’s

March 13, 2018 @ 12:00 pm - 1:30 pm
Thome PACE, 2282 Springport Rd
Jackson, Michigan 49202
+ Google Map
Presenter: Douglas Chalgian

The ABCs of POAs • Who is in charge? • What do they have authority to do? • When can they act? • When does it become financial exploitation?   1 CE available for Social Workers Co- Hosted and Lunch Provided by Faith Haven Senior Care Centre

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Guardianships, Conservartors, DPOA- The importance, difference and how they work.

March 14, 2018 @ 10:00 am - 11:30 am
Jackson County Department on Aging, 1715 Lansing Ave
Jackson, Michigan 49202
+ Google Map
Presenter: Amy R. Tripp

Attorney Amy Tripp will be presenting at the monthly meeting for Family Caregivers, hosted by the Jackson Department on Aging.  Contact Lisa Brand to RSVP and for more information.

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How to enforce orders against DHHS & other administrative matters

March 16, 2018 @ 9:00 am - 10:00 am
The Inn at St. Johns in Plymouth, MI, 44045 Five Mile Rd
Plymouth, 48170 United States
+ Google Map
Presenter: David Shaltz

Attorney David Shaltz will be presenting this topic at the Annual Spring Conference for the Elder Law and Disability Rights Section of the State Bar.  If you are a member you can register at https://www.eiseverywhere.com/ereg/index.php?eventid=311995&

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Elder Law Section Spring Conference- Government Benefits Update

March 16, 2018 @ 3:00 pm - 4:30 pm
The Inn at St. Johns in Plymouth, MI, 44045 Five Mile Rd
Plymouth, 48170 United States
+ Google Map
Presenter: Christopher Smith

Attorney Christopher Smith with be part of a panel discussion, Government Benefits Update at the State Bar of Michigan Elder Law and Disability Rights Section Spring Conference.  If you are a member you can register at https://www.eiseverywhere.com/ereg/index.php?eventid=311995&

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The Special Needs Planning Toolbox

March 20, 2018 @ 6:30 pm - 8:00 pm
Chalgian and Tripp Offices Ann Arbor, 4420 Jackson Rd Suite 102
Ann Arbor, Michigan 48103
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Presenter: Joelle Gurnoe-Adams

Join Attorney Joelle Gurnoe-Adams and Parent Advocate/Income & Asset Protection Specialist Barbara Visovatti for an informal session on special needs planning.  To register email Megan Kiser at kiser@mielderlaw.com or call (734) 352-6950

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Social Security Benenfits and MI ABLE

March 28, 2018 @ 10:30 am - 11:30 am
Hillsdale County ISD, 310 West Bacon Street
Hillsdale, Michigan
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Presenter: Amy R. Tripp

Attorney Amy Tripp will be speaking at the Hillsdale ISD Transition Fair.  Contact  Tricia Bortell at disAbility Connections for more information.  (517) 998-3096.

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April 2018

Adult Children Caring for Aging Parents

April 10, 2018 @ 6:00 pm - 7:00 pm
MSUFCU Farm Lane Branch, 4825 Mt Hope Rd
East Lansing, MI 48823 United States
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Presenter: Michelle Lane

This event is sponsored by Michigan State University Federal Credit Union,   to register go to www.msufcu.org

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$50

Elder Law- Aging in Michigan- Battle Creek

April 11, 2018 @ 8:30 am - 4:00 pm
Holiday In Battle Creek, 12812
Battle Creek, Michigan 49014
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If you are a professional working with the aging population and are helping clients and their families plan, this is for you.  Topics included surrogate decision making, navigating long term care systems & supports, protection of vulnerable adults and the ever popular, in depth Medicaid basics, planning & application procedure section.

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Removing the Mysteries of Probate Court-Auburn Hills

April 19, 2018 @ 1:00 pm - 3:00 pm
Auburn Hills Senior Services, 1827 N. Squirrel Rd
Auburn Hills, Michigan 48326
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Presenter: Jill Koney Daly

Attorney Jill Koney Daly has been invited to be one of the presenter's for "Removing the Mysteries of Probate Court" presented by The Citizens Alliance for the Oakland County Probate and Circuit Court.   The program will enlighten and educate participates on:  How "avoiding probate" could cause you problems during your lifetime, when you need a will, trust and/or Power of Attorney, what a personal representative needs to know about estate administration, what happens if you don't have a will,…

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Protecting Your Rights & Financial Protection, for those living with Special Needs

April 19, 2018 @ 7:00 pm - 8:00 pm
Trinity Lutheran Church, 3701 Jefferson Ave
Midland, MI 48640
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Presenter: Chrysa Milholland

Attorney Chrysa Milholland will be presenting in collaboration with Amber Rapaliji from Chemical Bank for Team Group, The Arc of Midland on protecting your rights and financial protections.  To register for this program contact Rachel Baker at (989) 313-1507

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Excluded vs Countable Assets and Income Eligibility for Medicaid

April 30, 2018
SpringHill Suites by Marriott Lansing, 111 South Market Place Blvd
Lansing, MI 48917
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Presenter: Susan Chalgian

Susan Chalgian  will be presenting on the above topics as part of an all day Medicaid Planning Training Event, organized by NBI for professionals.  Visit their website: www.nbi-sems.com for further information

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May 2018

Tips for Avoiding Probate Litigation

May 8, 2018 @ 12:00 pm - 1:00 pm
Ann Arbor City Club, 1830 Washtenaw Ave
Ann Arbor, Michigan 48104
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Presenter: Douglas Chalgian

Attorney Douglas Chalgian will be the guest speaker at the monthly Washtenaw County Bar Association Luncheon.

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Annual Elder Law Update

May 9, 2018 @ 12:00 pm - 1:00 pm
Belle Notte, 137 W. Michigan Ave
Jackson, Michigan 49201
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Presenter: Douglas Chalgian

Attorney Douglas Chalgian will be presenting to the members of  the Jackson County Estate Planning Council during their monthly meeting.

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Special Needs Planning

May 11, 2018 @ 10:00 am - 10:30 am
Clinton County RESA-Education Center, 4179 South U.S. 127
St. Johns, MI
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Presenter: Amy R. Tripp

Attorney Amy Tripp will be giving a presentation on Special Needs as part of the Clinton County RESA Transition Fair for Parents.  Contact Barbara Heinze for more information at 517-404-0358.

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Special Needs Trust

May 14, 2018 @ 6:30 pm - 8:00 pm
First Church of the Nazarene, 3905 Clinton Rd
Jackson, Michigan
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Presenter: Amy R. Tripp

Attorney Amy Tripp will be the guest presenter at the Jackson Area monthly National Alliance on Mental Illness meeting.    Contact Tom Berkmeier for more information at 517-745-9314.

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ICLE Probate and Estate Planning Institute- Case Law Update

May 17, 2018 @ 1:30 pm - 2:00 pm
Grand Traverse Resorts, 100 Grand Traverse Resort Blvd
Williamsburg, MI 49690 United States
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Presenter: Phillip E. Harter

Attorney Phillip E. Harter (retired judge) will be opening presenter at  the ICLE Probate and Estate Planning Institute in Traverse City.  For More information and to register go to www.icle.org/probate

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Estate Administration

May 22, 2018 @ 11:00 am - 12:00 pm
Presenter: Michelle Lane

Attorney Michelle Lane will be presenting to the Widow and Widowers Support Group hosted by Gorsline Runciman Funeral Home.  Contact Deb Sydlowski for further information and RSVP at 517-331-9745

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Dealing with Spouse’s Elective Shares

May 23, 2018
Presenter: Michelle Lane

Attorney Michelle Lane will be presenting on this topic as part of an all day training: The Probate Process from Start to Finish.  This is a training offered by NBI, for further information go to their website:   www.NBI-sems.com

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June 2018

$50

Elder Law- Aging in Michigan Midland

June 5, 2018 @ 8:30 am - 4:00 pm
Holiday Inn Midland, 810 Cinema Drive
Midland, MI 48642 United States
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If you are a professional working with the aging population and are helping clients and their families plan, this is for you. Topics included surrogate decision making, navigating long term care systems & supports, protection of vulnerable adults and the ever popular, in depth Medicaid basics, planning & application procedure section.

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ICLE Probate and Estate Planning Institute- Caselaw Update

June 14, 2018 @ 8:50 am - 9:30 am
The Inn at St. Johns in Plymouth, MI, 44045 Five Mile Rd
Plymouth, 48170 United States
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Presenter: Phillip E. Harter

Attorney Phillip E. Harter (retired judge)  will be the opening presenter of the ICLE Probate and Elder Law Institute, to find out more information and register go to www. icle.org/probate  

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July 2018

Medicaid Long-Term Care MMAP Specialist Training

July 18, 2018 @ 9:30 am - 3:00 pm
Kellogg Center, 219 S. Harrison Rd
East Lansing, Michigan 48824
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Presenter: David Shaltz

Attorney David Shaltz will be providing training for MMAP specialist on long-term care Medicaid.

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Medicaid Overview & Update

July 24, 2018 @ 10:00 am - 3:00 pm
Presenter: David Shaltz

Attorney David Shaltz will be providing a training for the staff of Region 9 Area Agency On Aging

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August 2018

Elder Law Basics

August 14, 2018 @ 1:00 pm - 2:00 pm
Senior Services, Inc, 918 Jasper St
Kalamazoo, Michigan 49001
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Presenter: Erin Majka

Attorney Erin Majka will be presenting to Senior Volunteers as part of their training at Kalamazoo Senior Services

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$50

Elder Law-Aging in Michigan- Kalamazoo

August 28, 2018 @ 8:30 am - 4:30 pm
Holiday Inn Kalamazoo West, 2747 South 11th Street
Kalamazoo, Michigan
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If you are a professional working with the aging population and are helping clients and their families plan, this is for you. Topics included surrogate decision making, navigating long term care systems & supports, protection of vulnerable adults and the ever popular, in depth Medicaid basics, planning & application procedure section.

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September 2018

Welcome to the 4th Annual Elder Law Institute and Introduction to the Case Study

September 13, 2018 @ 9:00 am - 9:30 am
Inns at St. John’s Plymouth, 44045 Five Mile Road
Plymouth, MI 48170 United States
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Presenter: Amy R. Tripp

Attorney Amy Tripp will open the 4th Annual Elder Law Institute and an Introduction to a Case Study.  To register for the Elder Law institute go to the ICLE website;  www.icle.org

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4th Annual Elder Law Institute- Closing Keynote: Elder Law Town Hall

September 13, 2018 @ 4:40 pm - 5:15 pm
The Inn at St. Johns in Plymouth, MI, 44045 Five Mile Rd
Plymouth, 48170 United States
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Presenter: Amy R. Tripp

Ending the first day of the Elder Law Institute,  Attorney Amy Tripp will hold an Elder Law Town Hall meeting with Attorneys Gregory Kish and David Lillesand.  This interactive discussion of new developments, national and local trends, and up-to-the-minute planning strategies in this freewheeling session.

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4th Annual Elder Law Institute- Elder Law Caselaw and Status Update

September 14, 2018 @ 9:00 am - 9:50 am
The Inn at St. Johns in Plymouth, MI, 44045 Five Mile Rd
Plymouth, 48170 United States
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Attorneys  Christopher W. Smith and Joseph D. Weiler, Jr will be presenting on Case law and Status Update in Elder Law.  Stay ahead of the curve with this practical overview of recent case law and statutory changes in Michigan and around the country.  Focusing on examples that will likely have the biggest impact on elder and special needs practitioners, apply recent law to advance clients' interests and avoid pitfalls.

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4th Annual Elder Law Institute- Interactive Special Needs Administration

September 14, 2018 @ 11:35 am - 1:00 pm
The Inn at St. Johns in Plymouth, MI, 44045 Five Mile Rd
Plymouth, 48170 United States
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Attorneys Amy Tripp, Sara Schimke, and Kathleen Hogan Aguilar will present on; Administration of a special needs trust can present a variety of thorny issues.  Tack the trust, tax, and distribution challenges plus dig into your role as attorney and trustee.  Using familiar fact patterns, work in teams to craft solutions for the toughest situations.  Walk away with answers to burning questions such as how SSA and MA approve the trust, does the trust need an EIN, what tax return…

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Hands-On Medicaid Part II: Planning Strategies and Divestment

September 14, 2018 @ 2:00 pm - 5:00 pm
The Inn at St. Johns in Plymouth, MI, 44045 Five Mile Rd
Plymouth, 48170 United States
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Presenter: Erin Majka

Attorney Erin Majka will be presenting at an add on program for the Elder Law Institute and providing step by step guidance you need.  When it comes to Medicaid divestment and planning, every client has unique needs.  Using a true-to-life case study, you'll explore what happens after a client becomes Medicaid eligible and how to plan for a surviving spouse, all in an interactive group setting.

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$50

Elder Law-Aging in Michigan Ann Arbor

September 19, 2018 @ 8:30 am - 4:00 pm
Weber’s Inn, 3050 Jackson Ave
Ann Arbor, Michigan 48103
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If you are a professional working with the aging population and are helping clients and their families plan, this is for you. Topics included surrogate decision making, navigating long term care systems & supports, protection of vulnerable adults and the ever popular, in depth Medicaid basics, planning & application procedure section.

Find out more »
$50

Elder Law – Aging in Michigan Okemos

September 26, 2018 @ 8:30 am - 4:00 pm
Okemos Conference Center, 2187 University Park Drive
Okemos, Michigan 48864
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If you are a professional working with the aging population and are helping clients and their families plan, this is for you. Topics included surrogate decision making, navigating long term care systems & supports, protection of vulnerable adults and the ever popular, in depth Medicaid basics, planning & application procedure section.

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Medicare Traps; 10 Things That Can Harm Medicare Beneficiaries

September 27, 2018 @ 9:00 am - 9:30 am
Presenter: Christopher Smith

Attorney Christopher Smith will be presenting to the Wayne County SCAN Group.  This presentation is for members, for more information visit https://www.scangroup.org/  

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October 2018

VA Lunch & Learn

October 5, 2018 @ 12:00 pm - 1:00 pm
Presenter: Susan Chalgian

VA Lunch & Learn: Sweeping Changes to VA Pension "Aid & Attendance" Benefit Rules 1 hour lunch session October 5, 2018 12:00-1:00pm 1019 Trowbridge Road,  East Lansing, MI 48823 LUNCH WILL BE PROVIDED 1 HOUR OF CE CREDIT FOR SOCIAL WORKERS Understand new divestment and asset limit rules for VA enhanced pension benefits Learn about new rules for calculating medical deductions See how Medicaid long-term care eligibility rules intersect with VA pension benefit rules Space is Limited. Early registration secures…

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MSUFCU Seminar: How to Avoid Common Pitfalls of Estate Planning

October 10, 2018 @ 6:00 pm - 7:00 pm
MSUFCU Farm Lane Branch, 4825 Mt Hope Rd
East Lansing, MI 48823 United States
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Presenter: Michelle Lane

Confusion about common estate planning documents and concepts, often lead to people paying for legal documents that may not fit their needs. In this presentation, you will have the opportunity to learn why some people may need living trusts, but others may not. You will learn about the "death tax" and whether it applies to you, and how other taxes, including income taxes and capital gains taxes impact the type of estate planning documents that may make sense for you.…

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Probate Litigation Update

October 17, 2018 @ 4:30 pm - 5:30 pm
Mission Point, Mackinac Island, Michigan + Google Map
Presenter: Douglas Chalgian

Attorney Douglas Chalgian will be presenting on Probate Litigation in a break out session at the 2018 Fall Elder Law & Disability Rights Conference and Annual Meeting

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Medicaid Un-Program

October 18, 2018 @ 4:30 pm - 5:30 pm
Mission Point, Mackinac Island, Michigan + Google Map

The Medicaid Un-Program will be a fast paced, interactive discussion on Hot Topics for Elder Attorneys, Advocated, and Omubudsmen.  C &T attorneys, Amy Tripp, David Shaltz, and Sara Schimke will be joined by Attorney Gregory Kish for this program.   This program is a session as part of the 2018 Fall Elder Law & Disability Rights Conference and Annual Meeting.  

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$50

Elder Law- Aging in Michigan Southfield

October 24, 2018 @ 8:30 am - 4:00 pm
American Cancer Society, 20450 Civic Center Drive
Southfield, Michigan
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If you are a professional working with the aging population and are helping clients and their families plan, this is for you. Topics included surrogate decision making, navigating long term care systems & supports, protection of vulnerable adults and the ever popular, in depth Medicaid basics, planning & application procedure section.

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VA Lunch & Learn – Kalamazoo

October 25, 2018 @ 12:00 pm - 1:00 pm
Senior Services of Southwest Michigan, 918 Jasper St
Kalamazoo, MI 49001 United States
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Presenter: Erin Majka

VA Lunch & Learn: Sweeping Changes to VA Pension “Aid & Attendance” Benefit Rules 1 hour lunch session October 25, 2018 12:00-1:00pm Senior Services of Southwest Michigan 918 Jasper St Kalamazoo, MI 49001 LUNCH WILL BE PROVIDED 1 HOUR OF CE CREDIT FOR SOCIAL WORKERS Understand new divestment and asset limit rules for VA enhanced pension benefits Learn about new rules for calculating medical deductions See how Medicaid long-term care eligibility rules intersect with VA pension benefit rules Pension Aid…

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Medicaid Planning – Income Eligibility

October 30, 2018 @ 10:55 am - 11:45 am
Hilton Garden Inn Detroit-Southfield, 26000 American Drive
Southfield, MI 48034 United States
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Presenter: Sara A. Schimke

Attorney Sara Schimke will be presenting on "Income Eligibility" at the National Business Institute's "Medicaid Planning" seminar on October 30, 2018. Sara will present from 10:55am-11:45am. To register, go to www.nbi-sems.com

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November 2018

VA Lunch & Learn – Saline

November 8, 2018 @ 12:00 pm - 1:00 pm
StoryPoint of Saline, 6230 S. State
Saline, MI 48176 United States
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Presenter: Susan Chalgian

VA Lunch & Learn: Sweeping Changes to VA Pension “Aid & Attendance” Benefit Rules 1 hour lunch session November 8, 2018 12:00-1:00pm StoryPoint of Saline 6230 S. State Saline, MI 48176 LUNCH WILL BE PROVIDED 1 HOUR OF CE CREDIT FOR SOCIAL WORKERS Understand new divestment and asset limit rules for VA enhanced pension benefits Learn about new rules for calculating medical deductions See how Medicaid long-term care eligibility rules intersect with VA pension benefit rules Pension Aid & Attendance…

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Trusts 101

November 13, 2018 @ 8:30 am - 5:00 pm
Hampton Inn & Suites Saginaw, 2695 Tittabawassee Rd
Saginaw, MI 48604 United States
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Attorneys Chelsea Utt and Chrysa Milholland will be presenting at the National Business Institute's "Trusts 101" Seminar on November 13, 2018, in Saginaw, MI. Chelsea Utt will present from 8:30am-9:30am on the topic "Where to Begin? An overview of Trusts." Chrysa Milholland will present from 1:00pm-2:15pm on the topic "Estate Planning for the Disabled." To register, go to www.nbi-sems.com

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VA Lunch & Learn – Jackson

November 27, 2018 @ 12:00 pm - 1:00 pm
Vista Grand Villa, 2251 Springport Rd
Jackson, MI 49202 United States
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Presenter: Erin Majka

VA Lunch & Learn: Sweeping Changes to VA Pension “Aid & Attendance” Benefit Rules 1 hour lunch session November 27, 2018 12:00-1:00pm Vista Grand Villa Rose Room 2251 Springport Rd, Jackson, MI 49202 LUNCH WILL BE PROVIDED 1 HOUR OF CE CREDIT FOR SOCIAL WORKERS Understand new divestment and asset limit rules for VA enhanced pension benefits Learn about new rules for calculating medical deductions See how Medicaid long-term care eligibility rules intersect with VA pension benefit rules Pension Aid…

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MSUFCU Seminar: Long Term Care Planning

November 27, 2018 @ 6:00 pm - 7:00 pm
MSUFCU Farm Lane Branch, 4825 Mt Hope Rd
East Lansing, MI 48823 United States
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Presenter: Susan Chalgian

Many elders fear the prospect that their savings could be consumed by the costs of providing care for themselves or their spouses, if they become afflicted with dementia or another chronic condition that is not covered by Medicare or private insurance. In this program you will be educated about the difference between Medicare and Medicaid, and what can be done to “protect your assets” should the need for nursing home care arise. Audience members will be armed with the truth…

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January 2019

Introduction to Estate Planning

January 16 @ 6:00 pm - 7:30 pm
Washtenaw Community College, 4800 E. Huron River Drive Great Lakes Training Center - Room 202
Ann Arbor, 48105 United States
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Presenter: Joelle Gurnoe-Adams

Attorney Joelle Gurnoe-Adams will speak about Estate Planning -- how decisions are made about your finances and medical care during your lifetime, when you are unable to make them yourself and what happens to your "stuff" when you die. This event is co-hosted by A New Path Financial and Washtenaw Community College. To register for this event, please go to http://www.anewpathfinancial.com/events/introduction-to-estate-planning

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February 2019

Guardianships, Conservatorships, and Protective Orders

February 14 @ 2:00 pm - 3:00 pm
The Inn at St. Johns in Plymouth, MI, 44045 Five Mile Rd
Plymouth, 48170 United States
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Presenter: Sara A. Schimke

Attorney Sara Schimke will be presenting as part of the ICLE event; Basics of Advising Elderly Clients and Those with Disabilities all day seminar.  If you would like to register, please visit www.icle.org/info/elderly  

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A Collaborative Approach to Special Needs Planning

February 21 @ 8:30 am - 10:00 am
Birmingham Athletic Club, 4033 W. Maple Road
Bloomfield Hills, MI 48301 United States
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Presenter: Sara A. Schimke

The Detroit Chapter of the Society of Financial Service Professionals presents "A Collaborative Approach to Special Needs Planning," with CT attorney Sara A. Schimke joining Rachelle Vartanian, M. Ed Psy, M.ASD. Discussion Points: Family issues related to special needs Estate planning legal issues Chartered Special Needs Consultant Designation – ChSNC ABLE Act To register for this event, go to https://www.eventbrite.com/e/fsp-detroit-a-collaborative-approach-to-special-needs-planning-tickets-55658641495

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Getting Your Affairs in Order

February 23 @ 10:00 am - 2:00 pm
Trinity AME Church, 3500 W Holmes Rd
Lansing, MI 48911 United States
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Presenter: Ernscie Augustin

Attorney Ernscie Augustin will be part of the "Getting Your Affairs in Order" event at Trinity AME Church. She will focus her discussion on Preparing for probate proceedings, probate litigation and how proper planning can reduce the lengthy process of litigation. All topics to be covered: I. 10 Myths to Be Debunked II. Do I Really Need a Will? III. Safeguarding Your Documents IV. Use of Powers of Attorney V. Wills Versus Trusts VI. What Is a Trust? VII. Lady…

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MSUFCU Seminar: Special Needs Planning

February 27 @ 6:00 pm - 7:00 pm
MSUFCU Farm Lane Branch, 4825 Mt Hope Rd
East Lansing, MI 48823 United States
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Presenter: Amy R. Tripp

Estate planning for families with children with special needs takes a special lawyer. There are other legal issues that need to be considered including guardianships or alternatives to guardianships; public benefits (Medicaid and Supplemental Security Income) and life care planning, including the use of a Letter of Intent, and the ability to maneuver through community support services. This program is designed to answer questions and provide information about the special planning and considerations that need to be addressed that go…

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March 2019

MidMichigan Spiritual Care and Advance Planning Conference

March 7 @ 8:30 am - 4:00 pm
Midland Country Club, 1120 W. St. Andrews
Midland, MI 48640 United States
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Presenter: Chrysa Milholland

**MidMichigan Medical Center – Midland’s Spiritual Care Conference, cancelled due to winter weather in January, has been rescheduled for Thursday, March 7.** Attorney Chrysa Milholland will be part of Presentation #1, "What Matters Most: A Blueprint for Living a Meaningful Life," during the MidMichigan Spiritual Care and Advance Planning Conference. Conference Objectives: Explain how clinicians determine whether a patient is capable of making decisions regarding their medical care Outline practical tools to ensure that legal documents are accurately completed Provide…

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Government Benefits Update—Changes: Blowing in the Wind

March 15 @ 3:00 pm - 4:30 pm
The Inn at St. Johns in Plymouth, MI, 44045 Five Mile Rd
Plymouth, 48170 United States
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Presenter: Sara A. Schimke

Attorney Sara Schimke will join Robert Mannor and Don Rosenberg to discuss new changes to government benefits. To register for this event, go to http://connect.michbar.org/elderlaw/events/eventdescription?CalendarEventKey=a288468d-1a7d-41ca-b7dc-757139e93934&CommunityKey=b329162e-afe5-4b62-bc47-e4b58dd6fb2b&Home=%2fevents%2fcalendar

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Protecting Assets While Qualifying for Medicaid

March 18 @ 9:00 am - 4:30 pm
Hampton Inn & Suites Lansing West, 900 North Canal Rd
Lansing, MI 48917 United States
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Presenter: Susan Chalgian

Get the Latest on Medicaid Application and Asset Planning Tactics Middle class Americans seeking asset protection cannot afford to ignore the potentially devastating costs of nursing home and other long-term care. Nursing homes are among the most common and largest creditors an average American is likely to face in his or her lifetime, but only about 10% of the population has long-term care insurance. For the other 90%, Medicaid is the primary source of payment, so a basic understanding of…

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Understanding Social Security

March 20 @ 10:30 am - 11:30 am
Hillsdale ISD, 310 West Bacon Street
Hillsdale, Michigan
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Presenter: Amy R. Tripp

Attorney Amy Tripp will be presenting  "Understanding Social Security"  as part of the Hillsdale County ISD; 3rd Annual Transition Boot Camp Day.  This event will also have speakers from Disability Connections, Michigan Rehabilitation Services, Special Olympics, SPARC, Life Ways, and Key Opportunities.  This event is open for parents of the Hillsdale ISD, to reserve you spot, call Linda Staib at 517-745-3659

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Special Needs Planning Toolbox

March 20 @ 6:30 pm - 8:00 pm
Washtenaw ISD, 1819 South Wagner Rd
Ann Arbor, MI 48106 United States
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Presenter: Joelle Gurnoe-Adams

Joelle Gurnoe-Adams focuses her practice on special needs and estate planning, trust administration, guardianship and conservatorship, and advising families who have a loved one that is elderly or has a disability. She received her Bachelor’s degree from the University of Michigan and her Juris Doctorate with honors from Wayne State University Law School. Joelle has received several honors for her work, including the Washtenaw County Human Services Communication Skills Awards, the Mark Weiss Endowment for Public Interest Achievement, and the…

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LTC Medicaid and the Community Spouse

March 26 @ 10:00 am - 11:30 am
Jackson County Department on Aging, 1715 Lansing Ave
Jackson, Michigan 49202
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Presenter: Amy R. Tripp

Please join us at the Jackson Department on Aging as Amy Tripp discusses Long Term Care Medicaid planning and the spouse living at home. Please RSVP to Lisa Brand at (517) 768-8658 by Monday, March 25.

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Estate Planning

March 28 @ 11:00 am - 12:00 pm
Spring Arbor Senior Center, 122 Star Rd.
Spring Arbor, MI 49283 United States
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Attorneys Amy Tripp and Carmencita Fulgado-Taylor will speak at the Spring Arbor Senior Center about estate planning, including Powers of Attorney (POA), Patient Advocate Designations (PAD), wills, and trusts. This is a private event for attendees of the Spring Arbor Senior Center. For more information, please contact the Senior Center Coordinator: Shimone Glaspie at 517-750-1010, extension 261.

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April 2019

Independent Living: Decisions, Safeguards, Supports and Success

April 6 @ 1:30 pm - 2:45 pm
Detroit Marriott at the Renaissance Center, 400 Renaissance Dr W
Detroit, MI 48243 United States
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Presenter: Christopher Smith

Chris Smith will be part of the Independent Living: Decisions, Safeguards, Supports and Success panel at the National Down Syndrome Society Adult Summit. The panel will discuss moving out, housing plans and living independently. To register for this event, go to https://www.ndss.org/ndss-adult-summit/

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$50

Elder Law – Aging in Michigan – Jackson

April 10 @ 8:00 am - 4:00 pm
Trellis Gardens at Vista Grande Villa, 2801 Carriage Lane
Jackson, Michigan 49202
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If you are a professional working with the aging population and are helping clients and their families plan, this is for you. Topics included surrogate decision making, navigating long term care systems & supports, protection of vulnerable adults and the ever popular, in depth Medicaid basics, planning & application procedure section.

Find out more »

VA Benefits & Senior Financial Planning Seminar – Vista Springs Timber Ridge Village

April 10 @ 2:00 pm - 4:00 pm
Vista Springs Timber Ridge Village, 16260 Park Lake Rd
East Lansing, MI 48823 United States
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Presenter: Susan Chalgian

Please join us for a FREE Informational event focusing on Financial Planning, VA Benefits, and Medicaid for seniors. Get answers to all your questions for you or your loved one.

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MSUFCU Seminar: Adult Children Caring for Aging Parents

April 10 @ 6:00 pm - 7:00 pm
MSUFCU Farm Lane Branch, 4825 Mt Hope Rd
East Lansing, MI 48823 United States
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Presenter: Michelle Lane

Adult children often struggle with the issues that arise when their parents age. Unfortunately, our society does little to prepare people to handle these challenges. This program offers attendees an opportunity to understand the issues and to learn more about terms they probably heard, but may not understand, such as, different housing options, legal documents, government program and Probate Court. To register for this event, call 517-333-2424 or go to www.msufcu.org/events.

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Medicaid Policy Update

April 16 @ 9:40 am - 10:20 am
Inns at St. John’s Plymouth, 44045 Five Mile Road
Plymouth, MI 48170 United States
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Presenter: David Shaltz

Attorney David Shaltz will be presenting at ICLE's Medicaid and Health Care Planning Update 2019 as part of an all day program.   To register contact ICLE's at www. ICLE.org.

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Let’s Talk About It: Preparing for Directed Trustees – East Lansing

April 16 @ 4:00 pm - 6:00 pm
East Lansing Office, 1019 Trowbridge Rd
East Lansing, MI 48823
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Presenter: Christopher Smith

Join attorney Christopher Smith, Chair of the Elder Law & Disability Rights Section of the State Bar of Michigan, and other members of the C&T special needs planning team for an informative event about the new Directed Trustee Laws in Michigan. There is no cost to attend this event. Michigan’s Directed Trustee Law Eliminates the term “Trust Protector” from Michigan law. Allows discretionary trusts to segregate liability among various types of trustees, and creates the new role of an “Investment…

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VA Benefits & Senior Financial Planning Seminar – Vista Springs Edgewood

April 17 @ 2:00 pm - 4:00 pm
Vista Springs Edgewood, 200 W. Edgewood Blvd
Lansing, MI 48911 United States
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Presenter:

Please join us for a FREE Informational event focusing on Financial Planning, VA Benefits, and Medicaid for seniors. Get answers to all your questions for you or your loved one.

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Let’s Talk About it: Preparing for Directed Trustees – Southfield

April 23 @ 4:00 pm - 6:00 pm
Southfield Office, 26211 Central Park Blvd., Suite 200
Southfield, 48076 United States
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Presenter: Christopher Smith

***Sorry, this session is at capacity. Our Midland session still has spots available or keep an eye out for future events! Join attorney Christopher Smith, Chair of the Elder Law & Disability Rights Section of the State Bar of Michigan, and other members of the C&T special needs planning team for an informative event about the new Directed Trustee Laws in Michigan. There is no cost to attend this event. Michigan’s Directed Trustee Law Eliminates the term “Trust Protector” from…

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Estate Planning

April 24 @ 12:00 pm - 1:00 pm
Heritage Commons, 13444 Preston Drive
Marshall, Michigan 49068
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Presenter:

Attorney Diane Peters will be presenting on Estate Planning and updates to consider with life changes.  This a lunch and learn at Heritage Commons Senior Center in Marshall Michigan, to register call (269) 558-6150

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Managing Money for a Client with Government Benefits

April 25 @ 11:30 am - 12:30 pm
Park Place Hotel, 300 E State St
Traverse City, MI 49684 United States
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Presenter: Christopher Smith

Chris Smith will be part of two sessions at the Michigan Guardianship Association 2019 Spring Conference on Thursday, April 25. The first session will be "Managing Money for a Client with Government Benefits," along with regional trust manager David D. Sprague. The second session will be "Legal Update for Guardians" from 2:15-3:15pm. To register for this conference, go to https://michiganguardianship.us5.list-manage.com/track/click?u=3db923a7642ae70b0c9e57568&id=330016dadc&e=85f1aba3e3

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Let’s Talk About It: Preparing for Directed Trustees – Midland

April 30 @ 4:00 pm - 6:00 pm
Midland Office, 5820 Eastman Avenue
Midland, 48640 United States
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Presenter: Christopher Smith

Join attorney Christopher Smith, Chair of the Elder Law & Disability Rights Section of the State Bar of Michigan, and other members of the C&T special needs planning team for an informative event about the new Directed Trustee Laws in Michigan. There is no cost to attend this event. Michigan’s Directed Trustee Law Eliminates the term “Trust Protector” from Michigan law. Allows discretionary trusts to segregate liability among various types of trustees, and creates the new role of an “Investment…

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May 2019

$50

Elder Law – Aging in Michigan – Frankenmuth

May 7 @ 8:00 am - 4:00 pm
Independence Village of Frankenmuth, 255 Mayers Rd
Frankenmuth, Michigan 48734
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If you are a professional working with the aging population and are helping clients and their families plan, this is for you. Topics included surrogate decision making, navigating long term care systems & supports, protection of vulnerable adults and the ever popular, in depth Medicaid basics, planning & application procedure section.

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Jackson Area Estate Planning Council Annual Year-End Review

May 8 @ 12:00 pm - 1:30 pm
Belle Notte Restaurant, 137 W. Michigan Ave
Jackson, MI 49201 United States
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Presenter: Douglas Chalgian

An annual tradition - Mr. Chalgian will provide an update to the Jackson Area Estate Planning Council (JAEPC) on all of the important and relevant statutory changes and judicial opinions from the last year relating to the broad topic of probate, trust and estate planning, with detailed analysis, discussion and handouts that our members and guests can use to better serve clients. Find more information http://www.jacksonareaepc.org/events/event/16990

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Introduction to Estate Planning

May 9 @ 2:00 pm - 3:30 pm
Wescourt Retirement Community, 4141 McCarty Road
Saginaw, MI 48603 United States
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Presenter: Valerie Kutz-Otway

Attorney Valerie Kutz-Otway will speak at the Saginaw Parkinson's Support Group about estate planning, why it's important and what type of documents you may need.

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How to Protect Estates from Hackers and Identity Thieves

May 16 @ 3:45 pm - 4:15 pm
Grand Traverse Resort, 100 Grand Traverse Resort Blvd
Williamsburg, MI 49690 United States
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Presenter: John D. Mabley

Attorney John Mabley will be presenting at ICLE's  59th Annual Probate and Estate Planning Institute.  His presentation will cover maintaining confidentiality and data security in your law office along with death certificates, financial institutions, and credit reporting agencies.  Accessing exposure from a decedent's digital footprint and preventing fraudulent trust and estate return fillings.   To register for the ICLE Institute visit their website at www.icle.org  

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PACE and MI Choice Waiver Programs

May 17 @ 11:45 am - 12:20 pm
Inns at St. John’s Plymouth, 44045 Five Mile Road
Plymouth, MI 48170 United States
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Presenter: Erin Majka

Attorney Erin  Majka will be presenting at ICLE's 59th Annual Probate and Estate Planning Institute.  Her presentation will be an introduction to PACE and the MI Choice Waiver program including snap shot date, timing of the application and other unique issues with these programs.  To register for the Institute visit www.icle.org.  

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Medicaid Planning for Long Term Care

May 17 @ 12:40 pm - 2:30 pm
DoubleTree by Hilton Grand Rapids Airport, 4747 28th Street SE
Grand Rapids, MI 49512 United States
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Presenter: Douglas Chalgian

Doug Chalgian will be speaking about Medicaid Planning for Long Term Care at the National Association of Tax Professionals (Michigan Chapter) May Convention in Grand Rapids. To register for this event, go to https://minatp.org/

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June 2019

$50

Elder Law – Aging in Michigan – Grand Rapids

June 6 @ 8:00 am - 4:00 pm
Pine Rest Postma Center, 300 68th Street SE
Grand Rapids, Michigan 49548
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If you are a professional working with the aging population and are helping clients and their families plan, this is for you. Topics included surrogate decision making, navigating long term care systems & supports, protection of vulnerable adults and the ever popular, in depth Medicaid basics, planning & application procedure section.

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Cornerstone Connection: Estate Planning

June 18 @ 4:00 pm - 5:30 pm
Cornerstone Wealth Partners, 2525 Jolly Road, Suite 200
Okemos, MI 48864 United States
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Presenter: Michelle Lane

Attorney Michelle Lane will speak about estate planning at the "Cornerstone Connection Happy Hour," hosted by Cornerstone Wealth Partners. To register for this event, please go to https://www.eventbrite.com/e/cornerstone-connection-happy-hour-tickets-61814338350

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How to Protect Estates from Hackers and Thieves

June 20 @ 11:10 am - 11:40 am
The Inn at St. Johns in Plymouth, MI, 44045 Five Mile Rd
Plymouth, 48170 United States
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Presenter: John D. Mabley

Attorney John Mabley will be presenting at ICLE's 59th Annual Probate and Estate Planning Institute. His presentation will cover maintaining confidentiality and data security in your law office along with death certificates, financial institutions, and credit reporting agencies. Accessing exposure from a decedent's digital footprint and preventing fraudulent trust and estate return fillings. To register for the ICLE Institute visit their website at www.icle.org

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PACE and MI Choice Waiver Programs

June 20 @ 5:05 pm - 5:40 pm
The Inn at St. Johns in Plymouth, MI, 44045 Five Mile Rd
Plymouth, 48170 United States
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Presenter: Erin Majka

Attorney Erin Majka will be presenting at ICLE's 59th Annual Probate and Estate Planning Institute. Her presentation will be an introduction to PACE and the MI Choice Waiver program including snap shot date, timing of the application and other unique issues with these programs. To register for the Institute visit www.icle.org.

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Protecting Your Assets and Maintaining Control

June 26 @ 6:00 pm - 8:00 pm
Chesaning Nursing & Rehabilitation Center, 201 S. Front Street
Chesaning, Michigan 48616
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Join us at the Chesaning Nursing Home & Rehabilitation for a speaking with Attorneys Valerie Kutz-Otway and Susan Chalgian. They will be discussing the following topics: Estate planning During your lifetime - Durable Powers of Attorney - Patient Advocate Designations/Advance Directives After You're Gone - Wills and Trusts - Beneficiary Designations - Joint Ownership - Real Property Long-term care planning Overview of Different Medicaid Programs Asset and Income Rules for VA and Medicaid To register for this event, please call 989-272-7779

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July 2019

Lunch & Learn at Huntington Bank

July 11 @ 12:00 pm - 1:30 pm
Huntington Bank, 100 E. Michigan Avenue, Suite 200
Jackson, MI 49201 United States
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Presenter: Christopher Smith

Attorney Chris Smith will participate in Huntington Bank's Lunch & Learn regarding the new directed trustee laws in Michigan. Learn more about how the new directed trustee law: Eliminates the term "Trust Protector" from Michigan law. Allows discretionary trusts to segregate liability among various types of trustees, and creates the new role of an "Investment Trustee." Creates new tools for drafting special needs trusts. Please RSVP to fink@mielderlaw.com

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Fundamentals of Estate Planning

July 17 @ 9:00 am - 9:30 am
Marriott at University Place, 300 Michigan Agricultural College Ave.
East Lansing, MI 48823 United States
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Attorney Carmencita Fulgado-Taylor will present on the Fundamentals of Estate Planning during a Halfmoon Education Seminar. She will cover the following topics: The basics of planning for incapacity The basics of asset transfers at death Basics of estate and gift tax planning Recognizing ethics issues in estate planning To register for this event, please go to https://www.halfmoonseminars.org/  

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Trustee Selection and Asset Protection Planning

July 17 @ 3:15 pm - 3:40 pm
Marriott at University Place, 300 Michigan Agricultural College Ave.
East Lansing, MI 48823 United States
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Presenter: Susan Chalgian

Attorney Susan Chalgian will present on "Trustee Selection and Asset Protection Planning" during a Halfmoon Education Seminar. She will cover the following topics: The role of the trustee Factors for trustee selection Integrating asset protection with estate planning To register for this event, please go to https://www.halfmoonseminars.org/

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DPOAs, Guardianships, and Conservatorships

July 18 @ 9:00 am - 10:30 am
Kochville Veterans Hall, 3265 Kochville Rd
Saginaw, MI 48604 United States
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Presenter: Valerie Kutz-Otway

Attorney Valerie Kutz-Otway will discuss Durable Powers of Attorney, Guardianships, and Conservatorships at A&D Homecare's monthly meeting. This is a private event for staff.

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Legal & Financial Planning

July 18 @ 6:00 pm - 7:00 pm
New Friends Memory Care & Assisted Living, 3700 W Michigan Ave
Kalamazoo, MI 49006 United States
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Presenter: Erin Majka

Attorney Erin Majka will be at New Friends Memory Care & Assisted Living to discuss financial and legal issues for caregivers. This event is hosted by the Alzheimer's Association, Michigan Great Lakes Chapter. To register, go to http://alz.org/crf  

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ASXL Conference: Overview of Special Needs Planning

July 19 @ 8:00 am - 5:00 pm
Hilton Garden Inn – Ann Arbor, 1401 Briarwood Circle
Ann Arbor, MI 48108 United States
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Presenter: Sara A. Schimke

Attorney Sara Schimke will provide an overview of special needs planning at the ARRE Foundation's 2019 ASXL Conference. To find more information and register for this program, go to: https://www.arrefoundation.org/2019-asxl-conference

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Medicaid Planning & Strategies

July 24 @ 8:15 am - 10:00 am
Sigma Financial Corporation, 300 Parkland Plaza
Ann Arbor, MI 48103 United States
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Attorney Susan Chalgian and Joelle Gurnoe-Adams will speak about Medicaid Planning at Sigma Financial Corporation.

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August 2019

Caregiver Appreciation Day

August 20 @ 12:30 pm - 4:00 pm
Ionia Senior Center, 115 Hudson Street
Ionia, MI 48846 United States
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Presenter: Susan Chalgian

Attorney Susie Chalgian will be speaking about Estate Planning at the Ionia County Commission on Aging "Caregiver Appreciation Day."

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Free

Let’s Talk About It- Medicaid and Long-Term Care Update-Saginaw CANCELED

August 20 @ 4:00 pm - 6:00 pm
Chalgian and Tripp Offices Saginaw, 4800 Fashion Square Blvd
Saginaw, MI
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Join attorneys David Shaltz and Joe Weiler and other members of the C&T Medicaid planning team for an informative event about changes in Medicaid and Long Term Care Planning in Michigan.  There is no cost to attend this event. Medicaid and Long Term Care Update The Hegadorn Decision and the future of SBO trusts. The status of promissory notes and land contracts in planning. New policy on homestead exemption. Protective orders in the wake of the Vansach decision.  

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$50

Elder Law – Aging in Michigan – Clare

August 28 @ 8:00 am - 4:00 pm
Doherty Hotel, 604 N. McEwan St
Clare, Michigan 48617
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If you are a professional working with the aging population and are helping clients and their families plan, this is for you. Topics included surrogate decision making, navigating long term care systems & supports, protection of vulnerable adults and the ever popular, in depth Medicaid basics, planning & application procedure section.

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Free

Let’s Talk About It- Medicaid and Long-Term Care Update- Southfield

August 29 @ 4:00 pm - 6:00 pm
Chalgain and Tripp Offices Southfield, 26211 Central Park Blvd Suite 200
Southfield, MI 48076
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Join attorneys David Shaltz and Sara Schimke and other members of the C&T Medicaid planning team for an informative event about changes in Medicaid and Long Term Care Planning in Michigan. There is no cost to attend this event. Medicaid and Long Term Care Update The Hegadorn Decision and the future of SBO trusts.  The status of promissory notes and land contracts in planning.  New policy on homestead exemption.  Protective orders in the wake of the Vansach decision.

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September 2019

Disability Network of Mid-Michigan- Supportive Decision Making

September 9 @ 6:30 pm - 8:00 pm
Disability Network of Mid-Michigan, 1705 S Saginaw Rd
Midland, MI 48640 United States
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Presenter: Valerie Kutz-Otway

Attorney Valerie Kitz-Otway will be presenting on Supportive Decision Making at Disability Network of Mid Michigan.  If you would like to attend contact Matthew Ivan at (989) 835-4041 Ext 227

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Guardianships – What you need to know about your rights and how you might help others

September 10 @ 6:00 pm - 7:30 pm
University Center at Gaylord, 80 Livingston Blvd
Gaylord, MI 49735 United States
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Presenter: Douglas Chalgian

Attorney Doug Chalgian will be discussing "Guardianships – What you need to know about your rights and how you might help others" for the Otsego County Commission on Aging (OCCOA).

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5th Annual Elder Law Institute: Welcome and Introduction to the Case Study

September 12 @ 9:00 am - 9:20 am
The Inn at St. Johns in Plymouth, MI, 44045 Five Mile Rd
Plymouth, 48170 United States
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Presenter: Amy R. Tripp

Attorney Amy Tripp will open the 5th Annual Elder Law Institute and an Introduction to a Case Study.  To register for the Elder Law Institute, please go to https://www.icle.org/modules/store/seminars/schedule.aspx?PRODUCT_CODE=2019CI2632

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5th Annual Elder Law Institute: Closing Keynote – Elder Law Town Hall

September 12 @ 4:45 pm - 5:20 pm
The Inn at St. Johns in Plymouth, MI, 44045 Five Mile Rd
Plymouth, 48170 United States
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Presenter: Amy R. Tripp

Attorney Amy Tripp will join Valerie Peterson and select faculty members to lead an interactive discussion of new developments, national and local trends, and up-to-the-minute planning strategies in this freewheeling session. Get in on the discussion and get your questions answered. To register for the Elder Law Institute, please go to https://www.icle.org/modules/store/seminars/schedule.aspx?PRODUCT_CODE=2019CI2632

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5th Annual Elder Law Institute: Elder Law Caselaw and Statute Update

September 13 @ 9:00 am - 9:50 am
The Inn at St. Johns in Plymouth, MI, 44045 Five Mile Rd
Plymouth, 48170 United States
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Stay ahead of the curve with this practical overview of recent caselaw and statutory changes in Michigan and around the country. By focusing on examples that will have the biggest impact on elder and special needs practitioners, you will be able to apply recent changes in the law to advance your clients’ interests and avoid possible pitfalls. To register for the Elder Law Institute, please go to https://www.icle.org/modules/store/seminars/schedule.aspx?PRODUCT_CODE=2019CI2632

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$50

Elder Law – Aging in Michigan – Port Huron

September 18 @ 8:00 am - 4:00 pm
Blue Water Convention Center, 800 Harker Street
Port Huron, Michigan 48060
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If you are a professional working with the aging population and are helping clients and their families plan, this is for you. Topics included surrogate decision making, navigating long term care systems & supports, protection of vulnerable adults and the ever popular, in depth Medicaid basics, planning & application procedure section.

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What’s New with Medicare & Overall Update

September 19 @ 9:00 am - 10:00 am
Presenter: Christopher Smith

Attorney Christopher Smith will be presenting to the West Oakland Small Practitioners Group, MICPA Endorsed and Supported, an Educational Conference.  He will be presenting What's New with Medicare and Overall update:  Solving the Medicare puzzle will be addressed including updated changes in the program, upcoming open enrollment, and 2019 Income Adjustments.  The Medicare Interactive Booklet and related link will be discussed as well as the KEPRO Patient Navigation Program.   To RSVP and for more information contact Glanz Wealth Advisors…

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