Presentations and Lending Library

Outreach and Education and Lending Library

Bradley Vauter & Associates, P.C.

Need a trainer or speaker? We are often asked to make presentations or help with training. Brad Vauter, in particular, is often asked to give presentations or training on various topics. He is a knowledgeable and funny trainer/speaker, and in demand as a presenter. The other attorneys and our paralegal also speak before groups and organizations, and cover simple and short presentations, as well as trainings that are more complex and detailed.  If your group or organization needs a speaker or trainer feel free to contact us by calling us at 517 853-8015.  We’ll see if we can help.

Want to borrow a book or take a free brochure or pamphlet on a topic of interest? We maintain a free small “lending library” with books and forms and pamphlets that can be valuable resources as you educate yourself or work to help yourself and loved ones. Feel free to drop by our office.

We also list many other resources as part of our website, to assist you too.  Check out our “useful resources” page.

Below is a list of coming attractions, and notations of past presentations – sometimes including a link to register or to see clips or videos. (You may need to make arrangements to attend with the host organization-otherwise just contact us.)

Coming up:

Date:  April 30, 2018

National Business Institute Seminar on Medicaid Planning, et al–in development still–other speakers are involved but Brad Vauter will cover these topics:

  1. LEGAL ETHICS
    1. Conflicts of Interest when Representing Both Spouses
    2. Protecting Confidentiality
    3. Attorney Fees
    4. Mental Capacity in Elder Law
    5. Practical Scenarios – What Would You Do?
  2. LIENS, ESTATE RECOVERY AND HARDSHIP WAIVERS
    1. Estate Recovery Rules
    2. Hardship Waivers
    3. Estate Recovery Exemption with Qualified Long-Term Care Insurance Policy
    4. Claim Reduction

Location:  Lansing MI

 

Date:  TBD (probably late November 2017 and early January 2018)

Location:  Grand Ledge/Charlotte

How to serve as successor trustee and not get yelled at (by relatives or a judge)

If you are interested in this class, call our office at 517 853-8015, and let us know, and we can stay in touch when we have enough interest in a class/workshop.  Trusts often help us avoid probate BUT most medium and smaller family trusts are handled by family members related to the Settlor/Grantor of the Trust.  This person is typically known as the Successor Trustee.  Under Michigan law a Successor Trustee needs to keep basic records, notify others of the Trust, provide a basic accounting, and figure out when to distribute all or part of the Trust assets to the beneficiaries.  They are often obliged to follow a sort of “Prudent Investor” role too.  A successor trustee may need to attend to taxes of the person who died, or even taxes of the trust.  Goofing up things is not uncommon.  Our session will give you some tips so you can  perhaps avoid problems or correct ones you’ve made already.

Date:  TBD 

Location:  Grand Ledge/Charlotte/Dewitt

How to protect many of your assets and yet cover long term care costs

You may wonder how you will pay for a nursing home for a spouse if Medicare coverage ends, since Medicare typically covers at most the first 100 days in a nursing home, and average monthly nursing home bills in Michigan come in just over $8,000.00.  Perhaps you have heard of divestment, estate recovery, 60 month look back periods or more?  Perhaps you think you must spend down almost everything before you qualify?  Maybe you have heard you lose your home if you need Medicaid?  There is a good chance you’ve heard some things that aren’t true or are taken out of context.  Call in and sign up for this seminar to get a better idea of what you can do if the issue is likely to come up in your family–517-853-8015.

Other Potential Class Offerings* by the Firm Attorneys for your group or organization:

–How to pay for long term care without going completely broke–who pays for long term care? Long term care insurance? Medicaid, Medicare or Veterans benefits? Helping a loved one get help with long term care costs.

Fundamentals of estate planning, including wills, trusts, medical and financial powers of attorney.  What should you have at your stage of life?

–Estate Planning and Life and Benefit Planning for members of the LGBTQA Community in Michigan.

* These are offered if people show interest–contact our firm if you’d like to join one of the programs. Call 517 853-8015, and asked to be put on the class/workshop list!

Past Events:

Date:  September 21 and 22. 2017 (all day, both days) 

Location:  Jackson, MI

Class: SEM 201 Adult Protective Services Legal Training

(This is a training provided to APS workers around the state in cooperation with Elder Law of Michigan. The topics essentially cover guardianship and alternatives to guardianship along with APS authority to investigate and pursue adult abuse issues.)

Date:  July 13 and 14, 2017 (all day, both days)

Location:  Gaylord, MI

Class: SEM 201 Adult Protective Services Legal Training

(This is a training provided to APS workers around the state in cooperation with Elder Law of Michigan. The topics essentially cover guardianship and alternatives to guardianship along with APS authority to investigate and pursue adult abuse issues.)

 

Date: April 20, 2017 6:15 pm t0 7:45

Location:  Sparrow Behavioral Health – First floor education room  1210 W. Saginaw, Lansing MI

Part of the National Alliance on Mental Illness (NAMI) NAMI connection series including questions and answers about guardianship, mental health treatment, Michigan’s “Kevin’s Law” and commitments and so on.  For more on the Lansing area NAMI group go to this link:  http://www.nami-lansing.org

Date:  March 2 and 3, 2017

Location:  Cadillac Center Detroit Michigan

Class: SEM 201 Adult Protective Services Legal Training

(This is a training provided to APS workers around the state in cooperation with Elder Law of Michigan. The topics essentially cover guardianship and alternatives to guardianship along with APS authority to investigate and pursue adult abuse issues.)

 

Date:  Sept. 22 and 23, 2016

Location:  Jackson MI, State Office Building

Class: SEM 201 Adult Protective Services Legal Training

(This is a training provided to APS workers around the state in cooperation with Elder Law of Michigan. The topics essentially cover guardianship and alternatives to guardianship along with APS authority to investigate and pursue adult abuse issues.)

 

Date:  July 28 and 29, 2016

Location:  Cadillac Center Detroit Michigan

Class: SEM 201 Adult Protective Services Legal Training

(This is a training provided to APS workers around the state in cooperation with Elder Law of Michigan. The topics essentially cover guardianship and alternatives to guardianship along with APS authority to investigate and pursue adult abuse issues.)

 

Date:  June 16, 2016  8 p.m.

Appearance on Ask The Lawyers-Elder Law Edition, WMNU

Live Broadcast from Marquette MI

Link to view here:  http://www.pbs.org/video/2365786067/#_=_

 

Date:  June 10th  1 p.m.

Location:  1945 W. Parnall Road| Jackson, MI | 49249

Pride Alliance of Consumers Energy–LGBTQ Families, adoption and benefit law

 

Date:  June 8, 2016  6 p.m.

Location:  4656 N. Meridian Road, Williamston, MI 48895
Part of the Forster Woods’ Community Education Series in Williamston.  Long term care and estate planning.

To learn more or save a spot call the Forster Woods Adult Day Center —  Office Phone, (517) 349-3101

 

Date:  May 16, 2016  Noon to 1:15

Western Michigan/Cooley Law School Downtown Lansing

For the Ingham County Bar Association Probate Section Meeting

Gay Marriage–and Probate–Where Are We Now? Life after Obergefell and Windsor

 

Date:  April 6, 2016  Noon to 1 pm

Location:  Senior Center Delta Township – 4538 Elizabeth Rd. Lansing 48917

Probate Court Mistakes, Guardianship/Conservatorship and Estate Planning Traps to Avoid

To RSVP contact Delta Township Enrichment Center :
Office hours: 10 a.m. to 3 p.m., Monday through Friday Office phone: 517.484.5600

 

Date:  March 10 and 11, 2016–all day both days

Location:  Gaylord, MI

Class: SEM 201 Adult Protective Services Legal Training

(This is a training provided to APS workers around the state in cooperation with Elder Law of Michigan. The topics essentially cover guardianship and alternatives to guardianship along with APS authority to investigate and pursue adult abuse issues.)

Date:  Feb. 18, 2016   6-8 p.m.

Location:  Log Jam, Grand Ledge, MI

Joint Presentation with financial advisor Ren Vande Guchte of Edward Jones–“Are you ready for retirement?” Financial and Legal Issues to consider.  Presentation with time for questions and answers, snacks provided.

To RSVP contact Brad Vauter at 517 853-8015.

 

Date:  Oct. 3, 2015  2-4 p.m.

Michigan Parents of  Children with Visual Impairments-Retreat

Kalamazoo, MI

Class:  Tips and guidance to parents of their blind or VI children and the right to use assistive technology at home, steps for parents from first letter of inquiry to formal complaint, if need be.

For more, contact MPVI:  http://www.mpvi.org/

 

Date:  Sept. 17, 2015

State Court Administrative Office-Office of Dispute Resolution

Location:  Michigan Hall of justice, Lansing MI

Class: LGBT Considerations in Mediation

Date: August 13 and 14, 2015

Class: SEM 201 Adult Protective Services Legal Training

(This is a training provided to APS workers around the state in cooperation with Elder Law of Michigan. The topics essentially cover guardianship and alternatives to guardianship along with APS authority to investigate and pursue adult abuse issues.)

Location: Detroit MI

August 4, 2015

Lathrup Village, MI

Class: Surrogate Decision Making/Guardianship/Elder Abuse

Senior Advocate Training Series (formerly known as Boot Camps)

Elder Law of Michigan.  To sign up, or learn more, go to this site: http://www.elderlawofmi.org/#!events-and-trainings/c1k3f

July 16, 2015

Tri-County Office on Aging, Lansing MI

PREVNT Trainingfor service providers, contractors, and others, affiliated with the Tri-County Office on Aging in a workshop to explore senior and vulnerable adult abuse and exploitation, as well as community and service provider based responses. An interactive workshop with Brad Vauter leading some of the discussion.  Contact Tri-County Office on Aging to see if you can join.  http://www.tcoa.org/

 

July 8, 2015–Noon

Rotary Club, Grand Ledge MI

Thoughts and tips regarding elder law and protecting elders–many shades of graying

June 25 and 26, 2015  (all day both days)

Gaylord MI

(This is a training provided to Adult Protective Services (APS) workers around the state in cooperation with Elder Law of Michigan. The topics essentially cover guardianship and alternatives to guardianship along with APS authority to investigate and pursue adult abuse issues.)

Class: SEM 201 Adult Protective Services Legal Training

 

June 18, 2015– Live at 8 p.m.

WMNU Public TV-Marquette, MI

Ask The Lawyers A special live edition related to Elder Law, with panelists including Bradley A. Vauter and other attorneys, and host Paul Sturgul. To see the webcast or broadcast now, go to:  http://wnmuvideo.nmu.edu/video/2365519429/

 

The Road Ahead: A Conversation on Advance Directives and Planning for LGBTQ Families in Michigan (Sponsored by Michigan Pride and AARP Michigan)

May 12, 2015 (6-8p.m.)

Hannah Community Center, East Lansing, MI

Attendees can learn about marriage update, current Michigan laws, wills, health care and power of attorneys, as well as update themselves on the Supreme Court case.

 

Class: SEM 201 Adult Protective Services Legal Training

(This is a training provided to APS workers around the state in cooperation with Elder Law of Michigan. The topics essentially cover guardianship and alternatives to guardianship along with APS authority to investigate and pursue adult abuse issues.)

Date:  March 12 and 13, 2015

Location:  Grand Rapids

Class:  Estate Planning for non-traditional couples

Date:  March 4, 2015

Location:  Family Resource Center, Nesbit Bldg. MSU Campus East Lansing, MI

Despite Michigan’s status as a state which still doesn’t readily recognize same sex marriages, despite the see-saw court decisions of late, there are still ways to protect yourself, your loved ones, and leave a legacy, as well as ways to assure that your life plans and medical decision making are carried out as you wish.

Resources: Estate Planning Basics for Non-Traditional Couples (PDF)

 

Class:  Medicaid, Beyond the Basics–for NBI

February 26, 2015

Grand Rapids, MI

  • Medicaid Eligibility Requirements, Benefits and Application Process
    • New Eligibility Categories under the ACA
    • What are the Financial Criteria, How are They Computed? (What Counts as Income and Resources? How is MAGI Calculated?)
    • Exceptions for Eligibility Regardless of Financial Condition (i.e., TEFRA)
    • Medical Needs Eligibility
    • What are the Benefits Under the Different Types of Medicaid?
    • Medicaid Fraud – What Not to Do
    • Streamlining the Application Process – Electronic Submission Procedures
  • Coordination of Benefits With Medicare and Other Insurance Coverage
    • Medicare Savings Programs (QMB, SLMB, QI1)
    • Veteran’s Benefits
    • SSI
    • Other Public Benefits
    • Long-Term Care

 

Class: Surrogate Decision Making/Guardianship

Senior Advocate Training Series (formerly known as Boot Camps)

Elder Law of Michigan

Date: Nov. 7, 2014

Time: 9-4 p.m.

Location: Gaylord, MI

Monday, September 29, 2014
9:00 AM – 4:30 PM

Embassy Suites Hotel Detroit-Southfield
  28100 Franklin Road
 Southfield, MI 48034

Advanced Tactics for Funding LTC and Combating Elder Abuse

Elder law is a growing area of law and staying ahead of the curve is a must. Go beyond simple gifting techniques to fund your clients’ long-term care: explore asset transfer methods at every stage of the lookback period to protect Medicaid eligibility and get practical guidance for spotting, preventing and remedying financial and other types of elder abuse. Enhance your practice – register today!

  • Get the latest updates on legislative and regulatory developments affecting today’s elder law practice.
  • Find new avenues of long-term care funding that doesn’t break your clients financially.
  • Tackle the toughest lookback challenges to help your clients protect Medicaid eligibility and restore benefits.
  • Maintain your veterans’ benefits accreditation and learn effective ways of qualifying clients for VA benefits.
  • Protect your elderly clients from abusive investment schemes and mistreatment by caregivers.
  • Identify common quality of care issues with assisted living facilities and learn how to effectively resolve such cases.

Protect your professional reputation with a guide to real-life ethical dilemmas.

Class: SEM 201 Adult Protective Services Legal Training

(This is a training provided to APS workers around the state in cooperation with Elder Law of Michigan. The topics essentially cover guardianship and alternatives to guardianship along with APS authority to investigate and pursue adult abuse issues.)

Dates: April 17-18, 2014

Times: 9:00 am – 4:00 pm

Location: Gaylord, MI

 

WMNU Public TV-Marquette, MI

Ask The Lawyers” A special edition related to Elder Law, with panelists James Steward, Robert Anderson, and host Paul Sturgul.

A live television show in which the public can ask questions of the guests.

Dates: June 19, 2014

A link can be found to the show here:    http://wnmuvideo.nmu.edu/video/2365279998/

 

Class: SEM 201 Adult Protective Services Legal Training

(This is a training provided to APS workers around the state in cooperation with Elder Law of Michigan. The topics essentially cover guardianship and alternatives to guardianship along with APS authority to investigate and pursue adult abuse issues.)

Dates: June 23-24th, 2014

Times: 9:00 am – 4:00 pm

Location: Grand Rapids, MI

 

Class: Who Should You Trust?

This is a presentation sponsored by the State Bar of Michigan and the Unauthorized Practice of Law Committee, in conjunction with the Probate and Estate Planning Section and the Elder Law and Disability Rights Section

Date: Aug. 6, 2014

Time: 6:30 p.m.

Location: Charlotte Senior Center, Charlotte, MI

 

Class: Finding Lost Pensions/Fending off Aggressive Creditors

This is a presentation geared towards financial security for seniors–part of the presentation focuses on finding pension benefits or challenging pension decisions, and the other part is geared towards protecting seniors, including quite poor seniors, from aggressive collection actions.

Date: Aug. 7 2014

Time: Afternoon

Location: Operation A.B.L.E, Detroit, MI

 

Class: SEM 201 Adult Protective Services Legal Training

(This is a training provided to APS workers around the state in cooperation with Elder Law of Michigan. The topics essentially cover guardianship and alternatives to guardianship along with APS authority to investigate and pursue adult abuse issues.)

Dates: August 18-19, 2014

Times: 9:00 am – 4:00 pm

Location: Detroit, MI

 

Class: Surrogate Decision Making/Guardianship

Senior Advocate Training Series (formerly known as Boot Camps)

Elder Law of Michigan

Date: Sept. 12, 2014

Time: 9-4 p.m.

Location: Lathrup Village, MI