Speeches

May 13 (Champaign Illinois) and May 19 (Chicago Illinois), 2015 “The Future of Estate Planning:  This Isn’t Kansas Anymore. WhatA re We Doing and What Should We Be Doing?” Illinois Inst. for Continuing Legal Education, 50th annual estate planning short course.

April 29,  2015: “Caregiver Storm: how to make more money and build loyalty by helping clients through the elder care crisis”, Illinois CPA Society, Chicago Metro Chapter. Lake Zürich Illinois. 

April 21, 2015: “Elder Law, Ethics & Communication”, Elderwerks continuing education event for nursing home administrators

April 14, 2015: “Caregiver Storm: Your Blueprint for Surviving the Elder Care Process” Itasca Bank & Trust Company, Women’s Initiative Lecture Series, Itasca Illinois.

March 26, 2015: “Caregiver Storm: how to make more money and build loyalty by helping clients through the elder care crisis”, Illinois CPA Society, Fox River Trail chapter. Lake Zürich Illinois.

January 28, 2015: Panelist, “Medical Directives and Orders for End of Life Treatment”, DuPage County Bar Association, Health Law Committee, Wheaton Illinois.

November 21, 2014 – “Elder Law”, Continuing Education Institute of Illinois, Wellness and Aging Certificate Program, Naperville, IL

November 7, 2014 – Moderator, 10th Annual Elder Law Short Course, Illinois Institute for Continuing Legal Education, Lisle, IL

November 7, 2014 – “Practice Management for Elder Law Attorneys”, (Panel) 10th Annual Elder Law Short Course, Illinois Institute for Continuing Legal Education, Lisle, IL

August 20 2014 – “Top Ten Documents”, Arden Courts, Glen Ellyn, IL

August 18, 2014 – “Top Ten Documents”, North Shore Investment Group, Highland Park, IL

July 22, 2014 – “Medicaid: The Caregiver Storm – How to Increase Revenues While Building Client Loyalty by Helping Clients through Crisis” American Institute of Certified Public Accountants, Advanced Estate Planning Conference 2014, Chicago, IL

June 20, 2014 – “Caregiver Storm: Building Customer Loyalty by Helping Clients in Crisis” Illinois Bar Association Annual Meeting, Lake Geneva, IL

May 9, 2014 – “Guiding Principles of Elder Law” 57th Annual Estate Plan Short Course, Illinois Institute for Continuing Legal Education, Chicago, IL

May 2, 2014 – “Caregiver Storm: Your Blueprint for Surviving the Elder Care Process”, The University of Chicago Women’s Business Group, Webinar.

March 28, 2014 – “Elder Care: Planning for Yourself and Your Loved Ones”, Peace Memorial Manor, Downers Grove, IL

February 26, 2014 – “Guiding Clients through the Elder Care Process”, Legacy Partners for the Ann & Robert H. Lurie Children’s Hospital of Chicago, Chicago, IL
January 27, 2014 – “Elder Care: Planning for Yourself and Your Loved Ones”, Peace Lutheran Church, Lombard, IL

January 17, 2014 – “The Caregiver Storm – How to Increase Revenues While Building Client Loyalty by Helping Clients through Crisis,” MetLife Internal Training, Downers Grove, IL

October 10, 2013 – “Planning for Disability” – Illinois State Bar Association Hot Topics Seminar, Chicago, IL

October 8, 2013 – “How to Grow You Estate Planning Practice By Applying the Ten Guiding Principles of Elder Care”, DuPage County Bar Association Probate Committee, Wheaton, IL

October 13, 2013 – “A Path Through the Woods: Navigating the Complex World of Government Benefits”, National Guardianship Association 2013 Annual Conference, Tampa, FL
May 31, 2013 – “Baby Boomers, the Age Wave, and Commoditization of the Practice of Law: How to Survive the Storm”, DuPage County Bar Association, Law Practice Management MCLE, Wheaton, IL

May 10, 2013 – “Medicaid and Long Term Care Planning Update”, Illinois State Bar Association Law Ed Program – General Practice Update 2013, Lincolnshire, IL

May 8, 2013 – “How do I get My Affairs in Order?” Rush Oak Park Hospital Agewise Program, Oak Park, IL

May 7, 2013 – “Eldercare: Planning for Yourself and Your Loved Ones” (Panel) U.S. Trust’s Special 2013 Women’s Series, Chicago, IL

April 24, 2013 – “All I Really Need to Know about Medicaid I Learned from the Internet (just joking): Medicaid Basics and the Impact of the SMART Act on Your Practice.”

April 24, 2013 – “From One of the Best to One of the Worst: Medicaid Planning in Illinois after the DRA and the SMART Act”, 56th Annual Estate Plan Short Course, Illinois Institute for Continuing Legal Education, Chicago, IL

March 13, 2013 – “From Mt. Sinai to the Land of Milk and Honey: The Ten Commandments for Financial Planners Who Advise on End of Life Estate Planning”, National Association of Personal Financial Advisors – Midwest Estate Planning Symposium, Rosemont, IL

March 12, 2013 – “Capacity: the Good, the Bad, and the Ugly”, DuPage County Bar Association Estate Planning & Probate Committee MCLE Meeting, Wheaton, IL

January 31, 2013 – “Boomer Boot Camp 2013: Top Ten Legal and Financial Documents” Belmont Village Senior Living, Oak Park, IL

January 24, 2013 – “Top Ten Documents”, Arden Courts, Glen Ellyn, IL

November 30, 2012 – “Projections for the Future of Elder Law: Fighting Against the Storm”, 8th Annual Elder Law Short Course, Illinois Institute for Continuing Legal Education, Lisle, IL

November 29, 2012 – “Basic Tax Planning for the Elderly”, 8th Annual Elder Law Short Course, Illinois Institute for Continuing Legal Education, Lisle, IL

November 29 – 30, 2012 – Moderator, 8th Annual Elder Law Short Course, Illinois Institute for Continuing Legal Education, Lisle, IL

November 19, 2012 – “The Medicaid Abyss: How recent changes to the Medicaid laws will affect your practice and clients and what to do about it”, Northwest Suburban Bar Association, Rolling Meadows, IL

November 10, 2012 – “Capacity to Contract – Can Mr. Smith Really Sign That?”, American Association of Daily Money Managers Annual Conference, Rosemont, IL

November 1, 2012 – “The Mid-Life Challenge – Critical Document Checklist”, Itasca Bank & Trust Co. Women’s Initiative Programs, Itasca, IL

October 8, 2012 – “Top Ten Documents”, Elmhurst Lion’s Club, Elmhurst, IL

September 14, 2012 – “Baby Boomers, the Age Wave, and Commoditization of the Practice of Law: How to Survive the Storm”, Illinois State Bar Association Solo and Small Firm Conference, Itasca, IL

September 7, 2012 – “Elder Law”, Active Retired Citizens Club, Triton College, River Grove, IL

August 20, 2012 – “Legal and Financial Documents You Should Have and Update”, Lake Shore Men’s Club, Highland Park, IL

July 12, 2012 – “No Good Deed Goes Unpunished: Estate Planning, Elder Law and Fighting Families”, Illinois Department on Aging 2012 Elder Rights Conference, Schaumburg, IL

June 15, 2012 – “The Legal Practice Landscape: Thriving in a Climate of Change”, Illinois State Bar Association Annual Meeting, Fontana, WI

June 1, 2012 – “Elder Law Update”, CLE Fest, Illinois State Bar Association, Chicago, IL

May 9, 2012 – “Trusts and Powers of Attorney: Protecting Yourself during Your Lifetime”, Rush Oak Park Hospital Agewise Program, Oak Park, IL

February 9, 2012 – “Update on Medicaid and Long-Term Care Planning, General Practice Update 2012: Suburban Regional Event, Illinois State Bar Association, Lincolnshire, IL

February 7, 2012 – “Top Ten Documents”, St. Scholastica Church Women’s Group, Woodridge, IL

February 1, 2012 – “Guardianships and Guardianship Alternatives”, DuPage County Estate Planning Council, Oak Brook, IL

January 20-22, 2012 – Chair and Attendee: NAELA UnProgram, Dallas, TX

January 19, 2012 – “Oh No! I need a lawyer NOW – Crossroads of Care”, Advanced Issues in Long Term Care, Illinois Institute for Continuing Legal Education, Chicago, IL

December 2, 2011 – “New Medicaid Rules in Illinois” Northwest Suburban Bar Association, Rolling Meadows, IL

November 30 – December 1, 2011 – Moderator, 7th Annual Elder Law Short Course, Illinois Institute for Continuing Legal Education, Oak Brook, IL (and presentation on Life Care Planning)

November 16, 2011 – “Estate Planning for Families with Disabilities”, Suburban Chicago Planned Giving Council, Lisle, IL

November 8, 2011—“Sandwiched! How to Afford Care and Plan for the One You Love” Itasca Bank & Trust Co.’s Women’s Initiative, Itasca, IL

October 28, 2011 – “What every Attorney Needs to Know about Medicaid and Long Term Care Planning”, Illinois State Bar Association Solo and Small Firm Conference, Springfield, IL

October 1, 2011 – “Top Ten Documents”, Irish American Heritage Center, Chicago, IL

August 17, 2011 – “Insights and Perspectives on Long Term Care Costs and Legal Issues” JMG Financial Group, Ltd., Oak Brook, IL

July 27, 2011 – “Top Ten Documents”, Rush Oak Park Hospital Agewise Program, Oak Park, IL

May 9, 2011 – “Top Ten Documents”, Oak Park Arms, Oak Park, IL

April 20, 2011 – “Civil Union Act,” Chicago Bar Association, Chicago, IL (panelist on how Act affects Public Benefits)

March 10, 2011 – “Planning for the Aging Client,” Chicago Bar Association Trusts and Estate Committee Annual Seminar, Chicago, IL

March 9, 2011 – “Money and Powers of Attorney,” for Rush Oak Park Hospital’s AGE Wise Program, Oak Park, IL

February 28, 2011 – The New Power of Attorney Act, Illinois Institute for Continuing Education, Chicago, IL

February 25, 2011 – “Elder Law: Medicaid Eligibility, Estate Recovery, and Deficit Reduction Act,” National Business Institute, Lisle, IL

January 25, 2011 – The New Illinois Power of Attorney Act, Belmont Village, Oak Park, IL

January 21-23, 2011 – Chair and Attendee: NAELA UnProgram, Dallas, TX

November 15-16, 2010 – Moderator, 6th Annual Elder Law Short Course, Illinois Institute for Continuing Legal Education, Lisle, IL (and presentation on HIPAA exceptions in guardianships)

November 9-10, 2010 – Elder Care Workshop for Northwestern University staff, Chicago and Evanston, IL

November 3, 2010 – “Elder Law,” University of Illinois Department of Family Medicine, Geriatric Certification for Non-Physicians

October 21, 2010 – “Medicaid Update,” Northwest Suburbs Bar Association, Schaumburg, IL

October 20, 2010 – How the New Healthcare Act Affects Small Business, Elmhurst Chamber of Commerce, Elmhurst, IL

October 18, 2010 – “Basic Tax Matters in Probate” for National Business Institute, Lisle, IL

October 6, 2010 – “What Every Professional Must Know About Medicaid and Long Term Care (When a Panicking Client Calls)” for Porte Brown LLC, Elk Grove Village, IL

September 30, 2010 – Estate Planning Seminar in conjunction with Capital Management Associates, Lisle, IL

September 27, 2010 – “Long Term Care Planning,” Lake Shore Men’s Club, Highland Park, IL

September 21, 2010 – “Top 10 Documents,” The Elmhurst Kiwanis, Elmhurst, IL

August 4, 2010 – Long Term Care, Illinois Institute for Continuing Legal Education, Chicago, IL

July 27, 2010 – “Top Ten Documents,” Itasca Bank and Trust Co. Women’s Initiative, Itasca, IL

May 26, 2010 – Presentation to Alzheimer’s Support Group for Christ Church, Oak Brook, IL

May 7, 2010 – What Every Geriatrician Should Know About Elder Law, Adventists Hospital, LaGrange, IL

May 4, 2010 – Panel discussion “Long-Term Care: The Big Policy Picture and What to Do for Your Clients Now” for the Investment News Retirement Income Summit, Chicago, IL

April 28, 2010 – “How to Maintain Dignity and Independence in the Face of Illness” for the Oak Park Arms, Oak Park, IL

April 27, 2010 – “Selected Aspects of Elder Law” for the Illiana Alzheimers Conference, UIUC Department of Family Medicine, Covington, IN

April 17, 2010 – “Emergency Situations: How to Deal with Them” for the DuPage Bar Association, Elder Law Seminar, Wheaton, IL

April 7, 2010 – Ask the Experts Panel, Elmhurst Pointe (Independent Living), Elmhurst, IL

April 6, 2010 – Top Ten Documents, Arden Courts, Elk Grove Village, IL

January 21-23, 2010 – Chair and Attendee: NAELA Unprogram, Dallas, TX

December 3, 2009 – Program Moderator for the IICLE Elder Law Short Course, Lisle, IL

November 11, 2009 – “Public Benefits Planning” for Naperville Rotary

November 10, 2009 – “Caregiving for Mom and Dad: a Legal and Financial Guide” to the Itasca Bank and Trust Women’s Initiative program

November 6, 2009 – “Issues Facing the Elderly and Questions Planners Should Ask” as part of the Distinguished Speaker Series for the Illinois Chapter of the Financial Planners Association, Des Plaines, IL

October 15, 2009 – “Mental Competency from the Attorney’s Perspective” to social workers at Good Samaritan Hospital in Downers Grove

September 24, 2009 – “Legal Considerations” for the Multi-Disciplinary Certificate Program in Geriatrics for Non-Physicians in Chicago, for the Continuing Education Institute of Illinois

September 21, 2009 – “Top Ten Documents” to the Lake Shore Men’s Club, Chicago, IL

August 26, 2009 – “Medicaid and Elder Law” to the Elmhurst Rotary Club

June 23, 2009 – “Legal Implications of Health Care Powers of Attorney” for Continuing Education

Credit to health care professionals at ManorCare Arden Courts in Elk Grove Village, IL

May 20, 2009 – “Will the Nursing Home Take it All?” to the Suburban Bar Association Estate Planning Committee, Rolling Meadows, IL

May 18, 2009 – “Advising your Clients about Long-Term Care and Medicaid Without Committing Malpractice” for the Elder Law Committee of the Chicago Bar Association

May 14-15, 2009 – “Can the Nursing Home Really Take it All?” for the Illinois Institute for Continuing Legal Education (IICLE) in Urbana, IL

April 27-28, 2009 – “Can the Nursing Home Really Take it All?” for IICLE in Chicago, IL

March 24 and 26, 2009 – “Top Ten Documents Needed for Disability Management” for social workers and nurses at Adventist Hospitals in LaGrange and Hinsdale, IL

February 26, 2009 – “Legal and Regulatory Requirements of Public Benefits” for the University of Illinois College of Medicine’s Multidisciplinary Certificate Program in Case and Care Management at UIC-Chicago

January 21, 2009 – “Practical Aspects of Health Care Powers of Attorney” for St. Francis Hospital, Evanston, IL

January 7, 2009 – “Financing Long Term Care” for Leonard & Company, Elmwood Park, IL

December 18, 2008 – “Top Ten Documents” for monthly meeting of Social Workers in Aging and Long-Term Care, Oak Park, IL
December 7-8, 2008 – Program Moderator for the “Elder Law Short Course” for the Illinois Institute for Continuing Legal Education, Northbrook, IL

December 1, 2008 – “Careers in Elder Law” guest lecturer for Elder Law at the John Marshall Law School, Chicago, IL

November 19, 2008 – “Top Ten Documents” DuPage Convalescence Center, Wheaton, IL

October 21, 2008 – “OBRA Trusts” for the Health Law Committee of the DuPage County Bar Association

October 15, 2008 – “Long-Term Care Planning” for the Illinois Chapter of the Financial Planning Association, Orland Park, IL

September 30, 2008 – “The Top 10 Documents Everybody Should Have in Case of Death and Disability” for Arden Courts, Glen Ellyn, IL

May 29, 2008 – “Ethics and Powers of Attorney” for in-service presentation for Social Workers at Adventist Hinsdale Hospital, Hinsdale, IL

May 27, 2008 – “Ethics and Powers of Attorney” for in-service presentation for Social Workers at Adventist La Grange Hospital, La Grange, IL

May 7, 2008 – “Ethics and Powers of Attorney” for in-service presentation for Social Workers at Good Samaritan Hospital, Downers Grove, IL

May 6, 2008 – “How Powers of Attorney Work in the Real World” for the University of Chicago School of Social Work, Chicago, IL

April 29, 2008 – “Nursing Homes” for the Chicago Bar Association’s CAN-TV cable access program, Chicago, IL

March 18, 2008 – “Medicaid Planning” for the Greater North Shore Estate & Financial Planning Council, Highland Park, IL.

March 6 (Springfield) and 13 (Chicago), 2008 – “Overview of Structured Settlements“ for the Illinois Institute for Continuing Legal Education’s Special Needs Trust Seminar

March 5, 2008 – “Elder Law” for Multi-Disciplinary Program in Dementia Assessment, Care, and Case Management, Elgin, IL

March 4, 2008 – “The Top 10 Documents Everybody Should Have in Case of Death and Disability” for the Aurora Women in Business luncheon, Aurora, IL

February 27, 2008 – “Elder Law and Public Benefits Planning” for the Illinois Department of Aging training session for elder abuse caseworkers, Lisle, IL

February 21, 2008 – “What is Elder Law” for presentation to clients of the Skryd Group, Inc., Lombard, IL

October 25, 2007 – “Elder Abuse” for the Illinois CPA Society Long-Term Healthcare Conference, Chicago, IL

October 3, 2007 – “Elder Law” for Multi-Disciplinary Program in Dementia Assessment, Care, and Case Management, Naperville, IL

June 27, 2007 – Moderator for National Teleconference call, “Coaching for the Elder Law Attorney” for the National Academy of Elder Law Attorneys

June 21, 2007 – “Caring For a Loved One with Dementia: The Use of Guardianships, Trusts, Powers of Attorney and Advance Directives” for Arden Courts, Glen Ellyn, IL

May 11, 2007 – “Elder Law” for Multi-Disciplinary Program in Long-Term Care Administration and
Management, Oak Brook, IL

May 5, 2007 – “Tax Planning for the Elderly” for the National Academy of Elder Law Attorneys Spring Symposium in Cleveland, OH

April 26, 2007 – “Elder Law” for Multi-Disciplinary Program in Geriatrics for Non-Physicians,
Oak Brook, IL

April 20, 2007 – “Practical Issues in Administering Healthcare Powers of Attorney” for the Illinois
Institute for Continuing Legal Education 50th Annual Estate Planning Short Course in Chicago, IL

April 13, 2007 – “Medicaid Update” for the DuPage County Bar Association, Estate Planning
Committee Spring Seminar in Wheaton, IL

March 23, 2007 – “Elder Law” for Multi-Disciplinary Program in Geriatrics for Non-Physicians,
Lombard, IL

January 25, 2007 – “Elder Care” for the Illinois CPA Society, Fox River Chapter – Lake Zurich, Illinois

December 1, 2006 – “Tax Issues in Paying for Long-Term Care” at IICLE’s 2006 Elder Law Short Course – Oak Brook, IL

November 16, 2006 – “Probate Practice: Hot Topics – Medicaid Planning” at the Chicago Bar Association – Chicago, IL

November 15, 2006 – “Elder Care Issues” to the O’Hare Chapter of the Illinois CPA Society – Schaumburg, IL

November 14, 2006 – “Aging with Your Ducks in a Row” sponsored by Senior Care Resources at National-Louis University Center for Positive Aging – Lisle, IL
October 19-20, 2006 – “Paying Others: Tax and Employment Issues Related to Hiring Care in a Residential Setting” at the Stetson University College of Law – Special Needs Trust Conference in Clearwater, FL

September 27, 2006 – “Elder Law” three hour class for the Certificate Program in Geriatrics for Non- Physicians presented in conjunction with the University of Illinois College of Medicine –
Oak Lawn, IL

September 20, 2006 – “Paying Others” at Stetson University’s Special Needs Trust Conference – Tampa, FL

August 15, 2006 – “Asset Management and Advanced Directives” at the Elgin Area MS Society –
Elgin, IL

July 7, 2006 – “Estate Planning and Avian Trusts” at the Northern Illinois Parrot Society –
Des Plaines, IL

June 22, 2006 – “Advanced Directives” at Rush Oak Park Hospital’s Age Wise Program – Oak Park, IL

June 14, 2006 – “Top Ten Legal & Financial Documents” at the Women’s Initiative at Itasca Bank and Trust – Itasca, IL

June 2 and 7, 2006 – “A Day on Elder Law” Moderator for IICLE’s three hour session on the Deficit Reduction Act – Chicago and Springfield, IL

May 13, 2006 – “Elder Law: Medicaid Asset Preservation and Advanced Directives” at the American Pre-Paid Legal Association – Chicago, IL

May 10, 2006 – “Seniors and the Law” at Autumn Green at Midway Village – Chicago, IL

May 2, 2006 – “HIPAA and Advanced Directives” at DuPage County Estate Planning Council – Oak Brook, IL

April 21 and May 18, 2006 – “Medicaid Planning” at IICLE’s 49th Annual Estate Planning Short Course – Chicago, IL and Urbana, IL

March 27, 2006 – “Deficit Reduction Act of 2005 and Changes to Medicaid” at Chicago Bar Association Elder Law Committee – Chicago, IL

March 21, 2006 – “Capacity to Sign Advanced Directives: Legal and Psychological Factors” at Arden Courts Alzheimer’s Assisted Living – Glen Ellyn, IL

February 22, 2006 – “Elder Care in Illinois: Legal and Financial Issues” at National Business Institute – Naperville, IL

February 9, 2006 – “Medicaid Planning Under the Deficit Reduction Act of 2005” at the Illinois Chapter Meeting of the NAELA – Chicago, IL

January 27, 2006 – “Estate Planning and Avian Trusts” at TASC Chicago – Downers Grove, IL

January 18, 2006 – “Planning for Elder Care and Public Benefits” at the Financial Planning Association (South Chapter) Meeting – Chicago, IL

November 4, 2005 – “Making Sense of Advanced Healthcare Directives, Living Wills, and HIPAA” at the Illinois Institute for Continuing Legal Education (IIICLE) 2005 Elder Law Update – Oak Brook, IL

November 2, 2005 – “Medicare and Medicaid’s Impact on Long-Term Care” at Oak Park Rush Hospital – Oak Park, IL

September 28, 2005 – “Elder Care Issues Taxation to Legal” at the Edward Jones 18th Annual Chicago/NW Indiana CPE Conference – Oak Brook, IL

September 22, 2005 – “Medicaid Planning” at the PFG Estate Planning Boot Camp – Bloomingdale, IL

August 24, 2005 – “Advanced Directives” at The Montclair Senior Residences – Chicago, IL

June 14, 2005 – “Advanced Directives” at the Greencastle of Elmhurst – Elmhurst, IL

June 1, 2005 – “Using Advanced Directives” at Rush Oak Park Hospital – Oak Park, IL

May 10, 2005 – “Elder Care Issues in Estate Planning” to the Illinois CPA Society’s 2005 Estate & Gift Tax Conference – Chicago, IL

March 5, 2005 – A Q&A session “Coffee Klatch” on the legal and financial issues connected with taking care of aging parents; sponsored by Kallman & Associates Financial Planners – Oak Brook, IL

February 28, 2005 – “How to Protect a Senior’s Assets” and “Preserving Family Assets when Qualifying for Medicaid” at the Elder Care in Illinois: Legal and Financial Issues Seminar presented by the National Business Institute – Oak Brook, IL