Click Here to Register. 8:00am - 3:30pm. Regent University School of Law Robertson Hall

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1 WHY ATTEND? t Are you facing situations that are beyond your control but to which you must respond? t Are you struggling to balance the competing demands associated with serving as a solo or small firm practitioner while simultaneously serving as caregiver for an elderly parent, ill spouse or special needs child? t If your answer to the above questions is yes, you may be concerned about: (1) your ability to effectively serve your clients, and (2) your exposure to legal malpractice liability. 5 CLE Credits Pending (including 2 Ethics + 1 Adult GAL) October 22, :00am - 3:30pm Regent University School of Law Robertson Hall Cost: $25 per person - Breakfast and Lunch will be served Register Early, Space is Limited t Come to this one of a kind CLE and walk away with invaluable skills, low tech tools and information that can be utilized immediately to: (1) avoid exposure to legal malpractice, and (2) support you in your dual roles as caregiver and solo or small firm practitioner. Agenda Information Speaker Bios Click Here to Register For questions please contact us at: registration@virginialifecareplanning.com OR (757)

2 Running the Marathon Well: Preventing Legal Malpractice for Attorneys Who Serve as Caregivers 08:00 am 08:40 am Registration and continental breakfast 08:40 am 08:45 am Program Introduction 08:45 am 09:45 am Decluttering Your Law Office in the midst of a storm Margaret Spencer Dixon, JD Spencer Consulting, Kensington, Maryland 09:45 am 10:00 am Break 10:00 am 11:00 am From Chaos to Order: Tracking and Projecting Finances & Time for the Solo Practitioner or Small Firm Jaynee Sasso, MBA Carekeepers, Inc., Newport News, Virginia 11:00 am 11:15 am Break 11:15 am 12:15 pm Medicaid Law: Accessing Medical Services in the midst of a Storm What do I do when my loved one s medically necessary care is not covered by his or her major medical insurance? Veronica E. Williams, JD, Virginia LifeCare Planning, The Center for Elder Law & Estate Planning, Newport News, Va. 12:15 pm 1:15 pm Lunch 1:15 pm 2:15 pm Special Education Law Todd Ratner, JD Todd Ratner, PLC, Richmond, Virginia 2:15 pm 2:30 pm Break 2:30 pm 3:30 pm Effectively Challenging an inappropriate hospital sponsored guardianship petition on behalf of a loved one or client Veronica E. Williams, JD, Virginia LifeCare Planning, The Center for Elder Law & Estate Planning, Newport News, Va.

3 RUNNING THE MARATHON WELL: Preventing Legal Malpractice for Attorneys Who Serve as Caregivers 5 CLE Credits Pending (including 2 ethics & 1 Adult GAL) Regent University School of Law Robertson Hall Virginia Beach, Virginia October 22, :00 am 3:30 pm Presented by the South Hampton Roads Bar Association (SHRBA), and Sponsored by ALPS and the BLSA Chapter of Regent University s School of Law Registration Cost: $25 per person (excepting SHRBA members) REGISTER EARLY SPACE IS LIMITED A full course breakfast and lunch will be served Featuring Margaret Spencer Dixon Meg Spencer Dixon, a Stanford law School graduate, has served for over 22 years as a consultant specializing in time management and stress management seminars for lawyers and legal professionals. She has presented seminars for numerous law firms, CLE providers, government agencies, corporate law departments, and Harvard Law School. Why Attend? 1. Are you facing situations that are beyond your control and to which you must respond? 2. Are you struggling to balance the competing demands associated with serving as a solo or small firm practitioner while simultaneously serving as caregiver for an elderly parent, ill spouse, or special needs child? 3. If your answer to the above questions is yes, you may be concerned about: (i) your ability to effectively serve your clients, and (ii) your exposure to legal malpractice liability. 4. Come to this one of a kind CLE and walk away with invaluable skills, low tech tools, and information that can be utilized, immediately, to: (i) avoid exposure to legal malpractice, and (ii) support you in your duals roles as a caregiver and solo or small firm practitioner. See below for course descriptions, agenda, and faculty biographies.

4 COURSE DESCRIPTIONS: a. De-cluttering your law office in the midst of a storm. Bring order to a cluttered law office, without losing your point of reference. Walk away from this seminar with low tech tools that can be implemented in your office immediately to avoid the issues associated with missed deadlines, and decreased productivity so that you will be compliant with Virginia s Rules of Professional Conduct. Margaret Spencer Dixon. J.D. Pending 1 CLE/ethics credit. b. From Order to Chaos: Tracking and Projecting Law Firm Finances & Time for the Solo Practitioner or small firm. Are your law firm finances in chaos as a result of you struggling to balance your professional obligations as a solo or small firm practitioner with your duties as a caregiver? Come to this seminar and walk away with low tech tools, that can be implemented immediately, to gain mastery of your time and law firm finances including, but not limited to, effective tracking and projecting so that you will be compliant with Virginia s Rules of Professional Conduct. Jaynee Beth Sasso, MBA. Pending 1 CLE/ethics credit. c. Medicaid Law: Accessing Medical Services in the midst of a Storm What to do when my loved one s medically necessary care is not covered by his or her major medical insurance? Discover the laws and rules governing payment for medical care and treatment at different points along the continuum of care to include: (i) Understanding what types of medical care and treatment are not covered by major medical insurance, and (ii) understanding how to pay for care that is not covered by major medical insurance. Veronica E. Williams, J.D. Pending 1 CLE credit d. Special Education Law. Engage in an in-depth discussion, with a seasoned practitioner, about the educational rights of students with disabilities and their parents. The focus will be on the Individual with Disabilities Education Act and associated regulations, with an opportunity to discuss specific issues practitioners encounter with their clients. Todd Ratner, J.D. Pending 1 CLE credit. e. Effectively challenging an inappropriate hospital sponsored guardianship petition on behalf of a vulnerable loved one or client. Discover the procedural and substantive issues associated with effectively challenging an inappropriate hospital sponsored guardianship petition on behalf of an extremely vulnerable loved one or client. Veronica E. Williams, J.D. Pending 1 CLE/ Adult GAL credit.

5 DECLUTTERING YOUR LAW OFFICE IN THE MIDST OF A STORM SPENCER CONSULTING Margaret Spencer Dixon Spencer Consulting Kensington, Maryland Telephone: MegSpencerDixon@TimeManagementForLawyers.com TimeManagementForLawyers.com In this session, Margaret will provide a practical demonstration of how to bring order to a cluttered law office, without losing your point of reference. Walk away from this seminar with low tech tools that can be implemented in your office immediately to avoid the issues associated with missed deadlines, and decreased productivity so that you will be compliant with Virginia s Rules of Professional Conduct. Pending 1 CLE/ethics credit. Margaret Spencer Dixon is a consultant specializing in time management and stress management seminars for lawyers and legal professionals. Meg came to the field of organization and time management by way of a career in law, during which she practiced in the litigation and en-ergy groups of the law firm formerly known as Shaw Pittman in Washington, D.C. She received her undergraduate degree, cum laude in economics, from Princeton University in 1982, and got her law degree from Stanford Law School in After law school she clerked for Judge Cecil F. Poole of the United States Court of Appeals for the Ninth Circuit in San Francisco. In 1992, Meg left the practice of law to found Spencer Consulting, and since then has been giving speeches, writing articles, and conducting seminars on many aspects of time management and related subjects such as procrastination, project management, stress management, and how to run effective meetings. She has presented seminars for numerous law firms, CLE providers, government agencies, corporate law departments, and Harvard Law School. An ex-tensive biography, client list, testimonials, seminar descriptions, and MCLE information is avail-able at her website, Meg s specialty is creating customized time management and related programs and pre-senting them in-house at law firms and corporate law departments for lawyers, administrative staff, and legal support staff such as paralegals and legal assistants. The primary goal of each seminar is to provide practical, specific techniques that participants can use immediately to work more efficiently, provide high-quality and timely service to their clients, and reduce the risk of disciplinary action and malpractice liability due to disorganization and poor time management. Meg also customizes and presents time management and related programs for lawyers and legal professionals at government agencies. She is registered with the Central Contractor Registration. (continued on next page)

6 Her most recently-developed seminar is Project Management for Lawyers. With clients increasingly demanding more creative lawyering, the use of project management techniques is a valuable tool for the competitive law office. Project management has been used extensively and successfully for years in corporations, consulting firms, and accounting firms, but has not yet caught on in the legal profession. Project Management for Lawyers covers the basic principles of project management and shows you how to apply them to organize, plan, and monitor a vari-ety of legal projects. Topics include defining the project so all stakeholders are on the same page; creating a functional and effective project plan; identifying, organizing, and scheduling tasks; monitoring work to keep the project on time and within budget; and analyzing and re-cording lessons learned and best practices to apply to future projects. Meg is based in the Washington, D.C. area, and can be reached at , at MegSpencerDixon@TimeManagementForLawyers.com, and via Spencer Consulting s website at

7 FROM CHAOS TO ORDER: TRACKING & PROJECTING FINANCES & TIME FOR THE SOLO PRACTITIONER OR SMALL FIRM CAREKEEPERS, INC. Jaynee Beth Sasso, MBA 528 Pineland Circle, Unit 103 Newport News, Virginia (757) (main) / (973) (cell) info@carekeepersinc.com / Are your law firm finances in chaos as a result of you struggling to balance your professional obligations, as a solo or small firm practitioner, with your duties as a caregiver? In this session, Jaynee will provide you with low tech tools, that can be implemented immediately, to gain mastery of your law firm finances to include effective tracking and projecting so that you will be compliant with Virginia s Rules of Professional Conduct. Pending 1 CLE/ethics credit. Jaynee Sasso is a New Jersey native who now resides in Newport News, Virginia. She has an extensive financial background and has served others as a financial professional through a variety of capacities over her 15 + year career. She earned her real estate broker s license, series 6 and 63 securities and life producers licenses all before the age of 24. Subsequently, she developed a deeper compassion and understanding for those facing severe financial crisis and decided to venture out completely on her own and founded Faithful Assistants a personal financial coaching firm with locations in New Jersey and New York. During this time she hosted her own radio talk show Protect Your American Dream on WMCA 970 AM and 570 AM for listeners of the NYC metro area to glean from her wisdom during their evening commute. She also served as a contributing writer on the subject of personal finance for Urban Views Weekly based in Richmond, Virginia. Although, her financial savvy and professional success was made public, she was dealing with a private challenge in her personal life; serving as the fulltime family caregiver to a host of family and friends with terminal and chronic illnesses and disease. Her caregiver journey began during her sophomore year of college where she made the decision to leave college and return home to care for her terminally ill grandmother and from there her call to service was ongoing. Nevertheless, Jaynee Sasso returned to college in 2010 and graduated with her Bachelor s degree in Accounting and then went on to earn her Master s Degree in Business Administration from Liberty University. So impacted by her 15 year journey as a caregiver in 2013, she launched Care Keepers, Inc. a personal concierge service dedicated to meeting the needs of the caregiver lifestyle. She also authored Make Life Work: An Inspirational Journal for Caregivers, and through her work hopes to encourage communities to share in the responsibility of caregiving by motivating them to identify and extend a helping hand to caregivers in need. She has been married to her husband Donald Sasso for 14 years and is a homeschool mom of their two children.

8 Medicaid Law: Accessing Medical Services in the midst of a storm - What to do when my loved one s major medical insurance does not cover medically necessary care And Challenging Inappropriate Hospital Sponsored Guardianships on behalf of extremely vulnerable loved ones or clients VIRGINIA LIFECARE PLANNING The Center for Elder Law & Estate Planning Fountain Way, Suite 300 Newport News, Virginia (main) (fax) veronica@virginialifecareplanning.com In her first session, Veronica will discuss the laws and regulations governing payment for medical care and treatment at different points along the continuum of care to include: (i) Understanding what types of medical care and treatment are not covered by major medical insurance, and (ii) understanding how to pay for care that is not covered by major medical insurance. Pending 1 CLE credit In her second session, Veronica will discuss the legal and procedural issues associated with effectively challenging an inappropriate hospital sponsored guardianship petition on behalf of an extremely vulnerable loved one or client. Pending 1 CLE/GAL credit. A native of the Virginia peninsula, Veronica Elizabeth Williams began her professional career in the United States Army where she served for five (5) years as a personnel officer. Her experiences included overseas duty and successful completion of the United States Army Parachutist Course (Airborne School). Upon completing her tour of military service, she entered law school at the College of William & Mary and graduated in Veronica limits her legal practice to Estate Planning, the Settlement of Estates, and Advocacy for the Elderly and Infirm, with a special passion for that part of Elder Law that deals with assisting caregivers to be more effective advocates for the loved ones they care for and serve. (continued on next page)

9 Veronica served as her mother s caregiver off and on for 21 years. Her mother was diagnosed with a long-term chronic illness and she knows how difficult it can be to care for a loved one with health challenges, and to balance that care with competing demands. Over the years, she has shopped for home health care providers, plowed through medical paperwork, puzzled over health care coverage, and experienced firsthand the frustrations of our fragmented health care system. She is professionally passionate about understanding life care planning and estate planning from the perspectives of the client and the caregiver. Her representation, therefore, is exclusive to clients who seek the following types of legal services: Elder Advocacy Powers of Attorney Wills, Trusts & Estates Asset Protection Planning Guardianship Proceedings Advocacy in Hospital Settings 1 Long Term Care Coordination (Including Crisis Medicaid Cases) End-of-Life Counseling / Advocacy In 2014, the Governor of Virginia appointed Veronica to serve four year terms, as a board member, on both the Commonwealth Council on Aging, and the Virginia Public Guardianship and Conservatorship Board. She also serves a board member for the Virginia Academy of Elder Law Attorneys. She is a frequent teacher and speaker on the topics of Elder Law & Estate Planning, and her professional perspectives have been published in the Daily Press Newspaper and the Virginia Lawyers Weekly. 1 Challenging inappropriate hospital sponsored guardianship petitions & Notices of involuntary discharge

10 Special Education Law Todd Ratner 7201 Glen Forest Drive Suite 102 Richmond, VA (main) (direct) (fax) In this session, Todd Ratner will lead a discussion of the educational rights of students with disabilities and their parents. The focus will be on the Individual with Disabilities Education Act and associated regulations, with an opportunity to discuss specific issues practitioners encounter with their clients. Todd Ratner is a Richmond, Virginia lawyer with 16 years experience in securities arbitration, litigation, and regulatory matters. In 2002, Todd s first son, Benjamin, was diagnosed with autism. Todd s experience over the next 12 years navigating the complex special education system and personal struggles in obtaining services for his son inspired him to expand his practice to assist children with disabilities and their parents to enforce their educational rights. Todd is passionate about the statutory mandate that all children are entitled to a free, appropriate, public education to prepare them for further education, employment, and independent living. He is excited to channel his litigation skills toward helping children with disabilities reach their potential and secure a bright future. A graduate of Johns Hopkins University and University of Virginia School of Law, Todd moved to Richmond in 2002 to accept a position in the Wachovia Securities legal department. After spending six years in-house, Todd returned to private practice in 2008, continuing to focus on financial services disputes. Todd completed the Institute in Special Education Advocacy at William & Mary Law School last year and has expanded his practice to represent children with disabilities and their parents in educational issues.