Housing Issues for the Elderly Client
Presented by the ISBA Elder Law Section
Chicago
September 12, 2008
ISBA Regional Office
20 S. Clark Street
Suite 900 (map and directions)
Register Now!
6.0 MCLE Hours, Including 1.0 Hour of Professional Responsibility MCLE Credit
Being independent is very important to the elderly. This presentation will explore housing benefits that are available and the possible pitfalls attorneys might find along way.
With the elderly population on the rise, it is likely that many attorneys have or will represent elderly clients. This program will address issues specific to the practice of elder law, health care law, real estate law and general practice. Topics include housing options and solutions for older clients who do not need long-term care in a nursing facility in addition to options for those who prefer to stay in their own homes.
Program Coordinator/Moderator:
Susan Dawson-Tibbits, Law Office of Susan Dawson-Tibbits, Peoria
9:00 a.m. - 9:05 a.m. Introduction
Susan Dawson-Tibbits
9:05 a.m. – 10:35 a.m. Housing Benefits for Veterans and Their Families
This session will explore the various benefits available through the Veterans Administration for the elderly veteran. Such benefits include home adaption grants, home loans, nursing home care, aid and attendance benefits, and pension and compensation benefits.
Steven C. Perlis, Elder Law Office of Steven C. Perlis and Associates, P.C., Arlington Heights
10:35 a.m. – 10:45 a.m. Break
10:45 a.m. - 11:45 a.m. Housing Options Besides the Nursing Home
Plenty of options are available to those who are not ready for a nursing home. This session will provide information about housing options for the elderly, such as independent living, assisted living, subsidized housing, and continuing care retirement communities, all of which allow older persons to live outside a nursing home environment.
Michael H. Erde, Michael H. Erde & Associates, P.C, Chicago
11:45 a.m. – 12:45 p.m. Lunch Break
12:45 p.m. – 1:15 p.m. Avoiding Common Pitfalls of Deed Preparation
The manner in which a deed is prepared and recorded may impact insurability of title in the future. This may also present problems when applying for Medicaid long-term care benefits and other programs. This session will provide tips for preparing accurate deeds.
Linda K. Leask, Law Office of Linda K. Leask, Aurora
David Nelson, Associate Regional Counsel/Assistant Vice President, Chicago Title Insurance Company, Geneva
1:15 p.m. – 2:15 p.m. Reverse Mortgages
Reverse mortgages are being sold to seniors as one way to age in place; but are the benefits worth it? This session will explain eligibility requirements, payment options, when repayment is due, and associated costs, and will discuss situations when a reverse mortgage is not an appropriate option.
Susan Dawson-Tibbits
2:15 p.m. – 2:30 p.m. Break
2:30 p.m. – 3:30 p.m. The ABCs of Keeping Your Client Independent and In Their Own Home
This session will explore programs, services, financing option and grants available to seniors and persons with disabilities that can help them remain living independently in their own homes. This includes property tax relief, home modification programs, funding sources, tax credits, programs and services available from the Illinois Department on Aging, and the future of the Illinois Older Adult Services Act.
Kristi Vetri, Attorney at Law, Belleville
3:30 p.m. – 4:30 p.m. Just Who Is Your Client?*
Elder Law attorneys typically deal with family members, relatives, friends, neighbors and caregivers of their elderly clients and such interactions may lead to ethical problems. This panel discussion will work through some typical scenarios that may involve ethical issues, and discuss the applicability of various rules of professional responsibility.
Susan Dawson-Tibbits – panel moderator
Michael H. Erde
Linda K. Leask
David Nelson
Steven C. Perlis
Kristi Vetri
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