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Welcome to the Fall Conference Meeting HUB

Conference Agenda

CEU Info

Session Materials

Evaluations

Agenda

LEARN ABOUT THE VARIETY OF PRACTICE AREAS AND THE WAYS YOU CAN SERVE AN INTERESTING CLIENTELE WITH UNIQUE LEGAL NEEDS.

8:00 – 8:45 amRegistration Open & Breakfast
8:45 – 9:00 amWelcome, Announcements, and Sponsor Recognition
9:00 – 9:30 amSession 1 (0.50 credits): A Bird’s Eye View of Elder Law with Karen Webber, CELA, Pettis Webber Pacific P.S.
9:30 – 10:45 amSession 2 (1.25 credits): ABC’s of Public Benefits With Angela Macey Cushman, Somers Tamblyn Isenhour Bleck PLLC
10:45 – 11:00 amCoffee Break with Exhibitors
11:00 – 12:00 amSession 3 (1.00 credits): Who is Your Client? Identifying the Client, Conflicts, and Capacity with David Neubeck Elder Law Offices of Meyers, Neubeck & Hulford, P.S.
12:00 – 1:00 pmLunch Break
1:00 – 2:00 pmSession 4 (1.00 credits): Managing and Maintaining an Elder Law Practicewith Karen Webber, CELA, Pettis Webber Pacific P.S.
2:00 – 3:00 pmSession 5: (1.00 credits): What’s Unique About the Elder and Special Needs Area of Practice with Jonas Hemenway, Gravis Law
3:00 – 3:45 pmWrap-up Discussion and Open Forum Q&A
3:45 – 4:00 pmClosing Remarks
4:00 – 5:00 pmCocktail Hour Hosted by WAELA

LEARN ABOUT TOPICS RELEVANT TO YOUR PRACTICE TODAY.

APPLYING FOR: GENERAL CREDITS: 4.75 & ETHICS CREDITS: 1.5 

8:00 – 8:45 amRegistration Open & Breakfast
8:45 – 9:00 amWelcome, Announcements, and Sponsor Recognition
9:00 – 10:15 amSession 1 (1.25 credits): Avoiding the Ethical Snowstorms: When
Representing  Fiduciaries
Don’t get Snowed
 with Professor Roberta Flowers, NAELA Past President
10:15 – 10:30 amCoffee Break with Exhibitors
10:30 – 12:00 am

Session 2 (1.50 credits): CIR

2A: CIR Help or Hinderance with Diane Kiepe, Douglas Eden

2B: Diminished Capacity in Will and Trust Contests with Kameron Kirkevold, Helsell Fetterman LLP

12:00 – 1:00 pmLunch Break
1:00 – 2:30 pm

Session 3 (1.50 Credits): Unique Assets

3A: Cryptocurrency with Tye J. Cressman, Lovesick & Associates

3B: Firearms Trusts with Amber L. Hunt, Woodinville Law

2:30 – 3:30 pmSession 4 (1.00 credits) Information You Didn’t Know You Needed About Inherited IRA SNTs: Discover Solutions, Options & Cost Savings with Darryl Lynch, AIF®, The Lynch Group of Oppenheimer & Co. Inc.
3:30 – 3:45 pmRefreshment Break with Exhibitors
3:45 – 4:45 pmSession 5 (1.00 credits): Preparing for the End with Laura Cassidy, Recompose and Rebecca Ricards, RR Move Co.
4:45 – 5:15 pmOpen Forum Q&A
5:15 – 5:30 pmClosing Remarks

 

Attendee List 

CEU Information

 

The following CEU’s are available for WAELA’s Fall Bootcamp and Fall CLE-Advanced CLE Session

  • Fall Bootcamp Session 

    • GENERAL CREDITS: 1.75
    • ETHICS CREDIT:1.0
    • OTHER CREDIT: 2.0

    Fall CLE Session

    • GENERAL CREDITS: 4.00
    • ETHICS CREDIT: 1.25
    • OTHER CREDIT: 1.0

Upon completion of this program, please complete the the CLE evaluation linked below. To obtain CPG credit, you must also complete the attestation form linked below and return it to me via email at waela@waela.org.  All credits will be submitted for participants who submit their information (matched with attendance record we have on hand) and a certificate will be produced and emailed to you.

THANK YOU TO OUR SPONSORS!

  Bootcamp  Sponsor                                CLE Sponsor