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This is for both days of the Institute.

Click here to register for day one only.

Click here to register for day two only.


8:20 am to 4:30 pm; check-in and continental breakfast begin at 7:30 am 


It’s Pennsylvania’s biggest & best elder law conference

In Washington a new administration and Republican controlled Congress are making changes in health care and proposing deep cuts to Medicaid and other benefits for seniors. At the state and local levels, budgets are strained and many essential services for the elderly and disabled are being eliminated. With America’s 65-and-over population projected to nearly double over the next three decades, elder law professionals need to be prepared to offer advice and planning options to seniors. Our Elder Law Institute is the place to find fresh ideas and new ways to advocate for your elderly clients and their families.


8 reasons to join our 20th anniversary celebration

  1. Design your own program from over 30 workshops
  2. Learn from over 50 leading elder law professionals
  3. Hear from Teepa Snow!
  4. Share experiences, practice tips and new ideas
  5. Celebrate at the Section’s reception
  6. Receive valuable materials (choose books or USB drive)
  7. Visit with our sponsors and exhibitors
  8. Participate in Friday’s informal breakfast

Teepa Snow is our keynote speaker on Friday!

Teepa Snow is one of America’s leading educators on dementia. She has made it her personal mission to help families and professionals better understand how it feels to be living with dementia. In addition to her address on dementia awareness and knowledge, Teepa will teach a workshop on effective communication techniques, strategies to connect with clients in a meaningful way, and methods of advocating for and providing the right resources at the right time.


Don’t Miss Thursday’s Year in Review

In the opening plenary session Marielle Hazen and Rob Clofine will highlight the most significant case law and legislative, regulatory and policy updates.


DHS Counsel join us!

Here’s your opportunity to ask questions and get some answers from Pennsylvania’s Department of Human Services. Speak directly with government representatives and get their insights and perspective.


Enjoy the Section’s reception

All are welcome to the annual PBA Elder Law Section’s cocktail reception after Thursday’s sessions end at 4:30. Enjoy this time to connect with those who share your practice area.


Participate in breakfast roundtables

Gather on Friday at 7:30 a.m. to discuss “not-for-credit” topics. Issues will be thought-provoking, timely and provide ample opportunities for sharing. The topics are:

  • Transitioning Your Practice
  • Navigating Financial Institutions – Particularly in Guardianship Matters
  • Drafting POAs:  Tips and Best Practices




  • 8:20 – 8:30
    • Welcoming Remarks
  • 8:30 – 10:30
    • The Year in Review
      Mr. Clofine & Ms. Hazen
  • 10:30 – 11:00
    • Networking Break
  • 11:00 – 12:00
    • Concurrent sessions (choose one)
      1. Medicaid Basics: Eligibility, Spousal Issues, Resource Transfers & More
      Ms. Alvear & Ms. Harper
      2. Update on 1st Party/Payback Special Needs Trusts
      Ms. Chatha & Mr. Newell
      3. Incorporating Health Care Advocacy into Your Elder Law Practice
      Mr. Rothkoff & Ms. Wizelman
      4. Continuing Care Retirement Communities: Are They for Everyone?
      Mr. Breslin
  • 12:00 – 1:00
    • Lunch for all  
  • 1:00 – 2:00
    • Concurrent sessions (choose one)
      5. Medicaid Basics: Walking through the 600L Application
      Mr. Blumer
      6. Special Needs Trusts for Special Family Members
      Mr. Matthews, Ms. Anderson & Mr. Marone
      7. Elder Abuse: What All Attorneys Need to Know about This National Legal and Health Crisis
      Ms. Buck & Ms. Goldberg
      8. Pennsylvania Orders for Life Sustaining Treatment (POLST) – What Are They & Where Are They?
      Ms. Kemp & Mr. Petrich
  • 2:00 – 2:15
    • Break
  • 2:15 – 3:15
    • Concurrent sessions (choose one) 
      9. Drafting the Essential Elder Law Documents
      Ms. Berk
      10. Realty Transfer Taxes and Trusts
      Mr. Brenner & Mr. Gray
      11. Transition Planning for Childrenwith Disabilities: Accessing Public Benefits, Programs and Services
      Ms. Brooks & Mr. Woody
      12. Unauthorized Practice of Law, Fee Sharing, Referrals & Other Ethical Issues for Elder Law Attorneys (ETHICS)
      Mr. Hoffmeyer & Mr. Rothkoff
  • 3:15 – 3:30
    • Break
  • 3:30 – 4:30
    • Concurrent sessions (choose one)
      13. Social Security: Understanding Retirement and Disability Insurance Benefits
      Mr. Whitelaw
      14. Five Problems a Pooled Special Needs Trust Can Solve
      Mr. Goodall & Ms. Sappington
      15. Navigating Estate Recovery & Advocating for Your Client
      Mr. Foster & Mr. Gerhard
      16. Bridging the Gap between the Lawyer’s and Psychiatrist’s Assessment of Diminished Capacity (ETHICS)
      Ms. Breslin & Dr. Panzer
  • 4:30 – 5:30
    • Cocktail Reception for All
      Sponsored by the PBA Elder Law Section



  • 7:30 – 8:20
    • Breakfast Roundtables 
  • 8:20 – 8:30
    • Welcoming Remarks 
  • 8:30 – 10:00
    • Recognizing Early Signs of Change and the Various Forms of Dementia 
      Ms. Snow (Keynote Speaker) 
  • 10:00 – 10:30
    • Networking Break 
  • 10:30 – 12:00
    • Concurrent sessions (choose one) 
      17. ABCs & D of Medicare
      Mr. McKendree 
      18. Understanding Financial Products for Long Term Care 
      Prof. Littell & Mr. Vasiliadis
      19. Learning How to Be an Advocate for Those with Dementia 
      Ms. Snow 
      20. Community Health Choices, Maximus and More 
      Ms. Chervenak & Ms. Walz
  • 12:00 – 1:00
    • Lunch for all
  • 1:00 – 2:00
    • Concurrent sessions (choose one) 
      21. Better (Medicaid & VA) Planning through Calculations 
      Ms. Sikov Gross 
      22. Repeal & Replace? ACA Changes and the Impact on Health Care for Elders 
      Prof. Campbell 
      23. Protecting Clients from Undue Influence Carlisle (ETHICS) 
      Mr. Hagan 
      24. Getting the Most out of Tax-Advantaged Retirement Plans 
      Prof. Littell 
  • 2:00 – 2:15
    • Break
  • 2:15 – 3:15
    • Concurrent sessions (choose one) 
      25. Crisis Planning: Qualifying for Medicaid and Protecting the Community Spouse 
      Ms. Kreisher & Ms. Marshall 
      26. Nursing Home Neglect Claims – Practical Considerations for Elder Law Attorneys 
      Mr. Chapman 
      27. Veterans’ Benefits & Accessing Admission to VA Facilities 
      Mr. Bender, Ms. Jasper, Mr. Mizdail & Mr. Pappas 
      28. Estate Planning Update for Elder Law Attorneys 
      Ms. Trimmer 
  • 3:15 – 3:30
    • Break 
  • 3:30 – 4:30
    • Concurrent sessions (choose one) 
      29. ABLE Accounts – The Latest Tool in Your Advocacy Toolbox 
      Ms. Andrew & Ms. Schoffstall 
      30. How to Get Paid in Orphans’ Court and Comply with the Ethics Rules (ETHICS) 
      Mr. Buzard & Mr. Dempsey 
      31. “Game of Groans” – DHS Answers/Avoids Your Questions 
      Ms. Breslin (moderator) Ms. Abelson, Mr. Foster, Mr. Newell & Mr. Nicholas 


Institute Planning Team: Linda M. Anderson, JD, LLM, CELA, Dana M. Breslin, Esq., CELA, Julian E. Gray, Esq., CELA, Sally L. Schoffstall, Esq., CELA



Hotel Accommodations

PBI reserved a room block at the Hilton for July 19 & 20. To reserve your room call the Hilton at 717-233-600 for our special discounted rate of $138 + taxes, and mention the PBI Elder Law Institute code PBI020. But hurry! Room block is limited and reduced rate is good only until July 6,or when block is full, whichever comes first. An alternative option is the Crowne Plaza, 23 S. 2nd Street, Harrisburg (phone 717-234-5021).


Earn all your credits

12 CLE Credits

12 Nursing Home Administrator Credits

14 CPA Credits

(Workshop choices will determine whether credits are in substantive law, practice and procedure or ethics.)


Cosponsor - PBA Elder Law Section

Gold Sponsor - PCM (Pennsylvania Care Management /

Silver Sponsors - Achieva Family Trust and ElderCounsel



Related Products

The Institute materials are available in books or on a searchable USB drive. Please specify which version you would like when you register.

If you are registering online, please click here to email your choice to us.

Institute materials are available for separate purchase. Visit to order.

  • Course Book or USB Drive (2017-9416) — $149
  • Podcast with credit — $575
  • Podcast no credit — FREE
  • On-demand video with credit — $575
  • On-demand video no credit — FREE

If you are ordering course materials separately, please allow two weeks after the program for shipment, and include $8.00 shipping and handling & 6% Pa. sales tax on all orders. Please allow 4 to 6 weeks for availability of podcasts and on-demand video.



Product Information
Product Date:
July 20, 2017
Publication Time:
8:20 am - 4:30 pm both days
20th Annual Elder Law Institute (Both Days--Harrisburg)
Speaker Information
Addie A. Abelson, Esq.   [ view bio ]
Cindy S. Alvear, Esq.   [ view bio ]
Linda M. Anderson, Esq., LLM, CELA   [ view bio ]
Sarah M. Andrew, Esq.   [ view bio ]
Cory E. Bender,   [ view bio ]
Michelle C. Berk, Esq.   [ view bio ]
William R. Blumer, Esq., CELA   [ view bio ]
John D. Brenner, Esq.   [ view bio ]
Dana M. Breslin, Esq., CELA   [ view bio ]
Robert J. Breslin, Jr., Esq.   [ view bio ]
Julia Brooks   [ view bio ]
Karen C. Buck, Esq.   [ view bio ]
Daniel P. Buzard, Esq.   [ view bio ]
Prof. Michael B. Campbell   [ view bio ]
D. Joseph Chapman, Esq.   [ view bio ]
M. Francesca Chervenak, Esq.   [ view bio ]
Robert Clofine, Esq., CELA   [ view bio ]
Thomas J. Dempsey, Jr., Esq.   [ view bio ]
W. Scott Foster, Esq.   [ view bio ]
Robert C. Gerhard, III, Esq., CELA   [ view bio ]
Nora Gieg Chatha, Esq.   [ view bio ]
Dana N. Goldberg, Esq.   [ view bio ]
H. Amos Goodall, Jr., LLM, CELA   [ view bio ]
Julian E. Gray, Esq., CELA   [ view bio ]
Carol Sikov Gross, Esq., CELA   [ view bio ]
Martin J. Hagan, Esq.   [ view bio ]
Caitlin E. Harper, Esq., CELA   [ view bio ]
Marielle F. Hazen, Esq., CELA   [ view bio ]
William F. Hoffmeyer, Esq.   [ view bio ]
Sharan L. Jasper, NHA   [ view bio ]
Marian Kemp, RN   [ view bio ]
Marianne E. Kreisher, Esq., CELA   [ view bio ]
David A. Littell, JD, ChFC   [ view bio ]
Anthony L. Marone, Esq.   [ view bio ]
Marissa B. Marshall, Esq., CELA   [ view bio ]
William McKendree, JD, MPA   [ view bio ]
Eugene Mizdail   [ view bio ]
Mark J. Newell, Esq.   [ view bio ]
Taylor R. Nicholas, Esq.   [ view bio ]
Dale E. Panzer, MD   [ view bio ]
Dionysios C. Pappas, Esq.   [ view bio ]
Frank A. Petrich, Esq., CELA, CFP   [ view bio ]
Jerold E. Rothkoff, Esq.   [ view bio ]
Anna Sappington, Esq.   [ view bio ]
Sally L. Schoffstall, Esq., CELA   [ view bio ]
Teepa Snow, MS, OTR/L, FAOTA   [ view bio ]
Vicky Ann Trimmer, Esq., CELA   [ view bio ]
Stanley M. Vasiliadis, Esq., CELA   [ view bio ]
Pamela Walz, Esq.  [ view bio ]
John S. Whitelaw, Esq.   [ view bio ]
Leslie Wizelman, Esq., CELA   [ view bio ]
D. Daniel Woody, Esq.   [ view bio ]
Individual topic purchase: Selected
Pennsylvania CLE
Total Credits: 12.00
You may pick a location after you click Add to Basket
  • Attend In-Person
    • Hilton Harrisburg Second & Market Streets Harrisburg PA 17101
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