Overview of Guardianship with Beth McDaniel, Director WAELA, Law Offices of Beth A. McDaniel, PLLC
Broad review of when guardianship is necessary, working with GALS, and setting up guardianships for success. Discussion of how you can prepare for uncommon issues Elder Law, Special Needs, and Estate Planning attorneys face in their practices.
Bio: Beth A. McDaniel is the principal of the Law Offices of Beth A. McDaniel, PLLC, and practices law in the in the areas of estate planning, special needs planning, guardianship, probate, elder law, and trust administration. Beth is a graduate of the Pepperdine University School of Law in Malibu, California and has been a member in good standing of the Washington State Bar Association since 1995. Beth is a former president of the Washington Academy of Elder Law Attorneys (“WAELA”) and in 2006 was selected by her peers as that organization’s “outstanding member of the year.” Beth currently serves as a Director of WAELA. Beth is an active member of the National Academy of Elder Law Attorneys (“NAELA”) and serves as a co-chair of its annual conference to take place in Philadelphia, PA in May 2021. Beth served as chair of the King County Bar Association’s Guardianship Elder Law Section for the 2010-2011 term, was on the King County Guardianship Guardian ad Litem registry from 2000-2015 and served as a co-chair of the annual mandatory Inter-County Guardianship Guardian ad Litem Training for the years 2012-2014.
Beth is a certified elder law attorney as accredited through the National Elder Law Foundation, the only national organization recognized by the American Bar Association to certify practitioners of elder and special needs law.
Beth lives in Newcastle, Washington with her husband Tim Siebersma and their two children. In her free time, she enjoys being a baseball, basketball, and swim team mom.
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Medicaid Updates and Planning Strategies with Elizabeth Wallace, Agile Elder Law
Attorney Liz Wallace will discuss updates in Washington State Medicaid law in the last year, and options and strategies for Medicaid planning for clients, including advanced issues such as Medicaid estate recovery, real estate ownership and transactions when planning and applying for Medicaid, planning using Medicaid compliant annuities and the status of IRAs and other retirement plans in Medicaid planning. She will also discuss issues relevant to the current COVID – 19 pandemic.
Bio: Liz Wallace is an elder law attorney at AGILE Elder Law, with offices in Kennewick and Spokane. She attended undergraduate at Central College in Iowa, majoring in Economics and Mathematics. She moved back to Washington in 1999 and has been here ever since. She graduated from Gonzaga School of Law in 2006 and has been practicing in Eastern Washington for the last 13 years. She began work at her father’s firm in Spokane, practicing in a small variety of areas, including estate planning and probate. In 2015, she began working exclusively in the area of elder law and has ceased practicing any other type of law. She particularly focuses on estate planning, Medicaid planning and appeals, VA planning, and probate and estate administration. Her particular joy is in Medicaid planning and asset preservation. When not working, she can be found somewhere on the water – swimming, kayaking, boating, or floating the river.
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Latest Updates on Social Security and Disability Benefits with Ric Rose, Rose Law Offices
A broad discussion and review of the latest updates on Social Security and Disability Benefits. Discussion on how COVID 19 presents challenges and impact eligibility of benefits. Best practices to prepare for an interview or hearing with an Administrative Law Judge in today’s Zoom meeting environment. Common mistakes to avoid during an appeal of denied benefits.
Bio: Ric has been practicing Social Security disability law since opening his law practice in Puyallup, WA in 2000. Ric also practiced elder law for fifteen years and was a member of Waela during that time. Before practicing law, Ric was director of a non-profit organization serving the disabled. Currently, Ric volunteers on behalf of the homeless in Puyallup and serves on the local non-profit board, Homeward Bound in Puyallup.
Ric incorporates his experience in social services with his legal training to effectively advocate for people with disabilities when dealing with large government benefit bureaucracies. The current public health and resulting economic crisis resulting from the Covid-19 pandemic is adding significant stress to existing safety net programs. As a practitioner, Ric believes it is important, now more than ever, for attorneys to better understand the context and challenges facing our disabled and elderly clients in order to effectively assist them in navigating what we professionals can anticipate will be a difficult road ahead.
Registration Opening Soon!