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Seminar Detail

Wisconsin Elder Law - 2019

Friday, November 22, 2019 at 8:30 AM - 4:00 PM

This event is not currently available for purchase.

For more information: Call (800) 844-8260
Course Description:

If you provide services to geriatric populations, your organization faces a legal and regulatory maze. In order to understand the needs and concerns of patients and their families, and to provide appropriate services and referrals, you are expected to have a thorough understanding of common and complex issues related to advance directives, guardianship, elder abuse and exploitation, Medicaid eligibility, new developments – and more.

Ms. Wessels, Ms. Poster, and Ms. Hickey will provide current information that is crucial to understanding the legal and financial issues which impact the everyday aspects of providing health care services. You will leave this seminar with more confidence in care planning and case management of your geriatric patients.

  1. Communicate the powers and duties of a guardian.
  2. Evaluate the various advance directives and their applications.
  3. Assess Wisconsin abuse definitions, including self-neglect.
  4. Recap criteria for Wisconsin Medicaid eligibility.
  5. Articulate recent updates in Medicaid.
  6. Explain marital property rules and how they affect Medicaid benefits.

8:00 – Registration, Sign-In, Course Materials, Morning Coffee & Tea

8:30 – Guardianship Issues – Heather Poster - .75 Ethics
  • Guardianship of the Person, Estate & Conservatorship
  • Circumstances Where Guardianship/Conservatorship is Needed
  • Protective Placement
Advanced Directives
  • Durable Financial Power of Attorney
  • Agent’s Fiduciary Obligations Under POA
  • Health Care Power of Attorney
  • Living Wills
10:00 - Break

10:15 – Elder Abuse, Neglect and Exploitation – Carol Wessels - .75 Ethics
  • Wisconsin Law: Abuse, Neglect, & Exploitation
  • Protective Placement (and Comparison with Chapter 51 Commitment)
  • Mandatory Reporting
11:45 - Lunch (on your own)

12:45 – Medicaid Payment For Long-Term Care – Margaret Hickey
  • Care at Home & Facilities
  • What About Assisted Living Facilities?
  • Basic Eligibility Rules: Individuals & Couples
  • Treatment of Certain Assets: Home, Annuities, Trusts
  • Gifts: Transfer of Assets Rule
  • Applications, Fair Hearings, Court Reviews
2:45 - Break

3:00 – Medicaid: New Developments
  • What Rules Has Congress Changed?
  • Spousal Rights: Income & Assets
  • Marital Property Rules and How They Affect Benefits
  • Expanding Spouse’s Rights to Income and Assets
  • Estate Recovery
4:00 – Adjournment
Target Audience

  • Social Workers
  • Nursing Home Administrators
  • Nurses
  • Counselors
  • Admissions Directors
  • Case Managers
  • Discharge Planners
  • Health Care Facilities
  • Financial/Business Office Managers
  • Patient Care Coordinators
  • Psychologists


Margaret W. Hickey, JD, a shareholder for over 25 years in the law firm of Becker, Hickey, & Poster, S.C., in Milwaukee, practices family and elder law. She received her BA from Marquette University (summa cum laude, Phi Beta Kappa) and her JD from the University of Wisconsin Law School (cum laude). Ms. Hickey has served on the Milwaukee Bar Association Board of Directors (president, 2004-05), is past chair of the State Bar Elder Law and Family Law Section boards, and is a member of the State Board of Governors (chair 2006-07, Treasurer 2009-11). She also serves on the Legal Aid Society of Milwaukee and WUWM boards.

Ms. Hickey is a member of: American Bar Association, State Bar of Wisconsin, Milwaukee Bar Association, National Academy of Elder Law Attorneys, Waukesha Bar Association, and the Association for Women Lawyers. She is an ABA fellow and American Academy of Matrimonial Lawyers. She is named in the Best Lawyers in America for family and elder law, and is also named as a “Super Lawyer” in elder law. In 2012, she was named in the top ten lawyers in Wisconsin by Super Lawyers. She was recognized as “Woman in the Law 2011”.


Carol Wessels, JD, is the owner of Wessels Law Office LLC in Mequon. She has been practicing elder law for over 25 years. Her areas of practice include Medicaid planning, special needs trusts, advance directives and powers of attorney, psychiatric advance directives, guardianship and probate. Ms. Wessels represents victims of elder abuse in court cases to recover money or property and handles contested litigation cases including guardianship issues, conflicts with nursing homes over a loved one’s care or treatment, and appeals and fair hearings in Medicaid and Family Care Cases.

Before opening her firm, she was a shareholder in Nelson Irvings & Wessels SC, and served as the director of the SeniorLAW program at Legal Action of Wisconsin in Milwaukee. She was also a staff attorney at the Elder Law Center of the Coalition of Wisconsin Aging Groups.

She is a member of the National Academy of Elder Law Attorneys (NAELA) and is a past chair of the Wisconsin NAELA Chapter Board of Directors. Ms. Wessels is also past chair of the board of directors of the State Bar of Wisconsin’s Elder Law Section. She was selected by Best Lawyers™ as the 2014 Best Elder Law Attorney – Milwaukee area, and was selected as among the Top 50 lawyers and Top 25 women lawyers in Wisconsin. Ms. Wessels is on the board of directors of the Southeastern Wisconsin Chapter of the Alzheimer’s Association, and encourages anyone who has read this far to read something much more important, the annual Alzheimer’s Facts and figures report:


Heather B. Poster, JD, is a shareholder with the law firm of Becker, Hickey & Poster, S.C., in Milwaukee, and practices family law, estate planning, elder law (including trusts for the disabled), Title 19 planning, and guardianship. She received her BA in Behavioral Science from the University of Wisconsin (with distinction) and her JD from Marquette Law School. Ms. Poster is a member of the State Bar of Wisconsin’s Elder Law Section Board (chair elect) and the Wisconsin Chapter of the National Academy of Elder Law Attorneys. She was the past chair and long-time board member for WisPACT, Inc., the non-profit organization that oversees pooled and community trusts for the elderly and disabled.

Ms. Poster is also a co-editor of the Medicaid Divestment Chapter of the Attorney’s Desk Reference, and the Medicaid Chapter of: Advising Older Clients and Their Families, both published by the State of Wisconsin. She has been recognized for her work in elder law by Super Lawyers Magazine and is listed in the Best Lawyers Publication.

Ms. Poster is a member of the State Bar of Wisconsin, the Milwaukee Bar Association, the Association for Women Lawyers, and the National Academy of Elder Law Attorneys. She lectures extensively on Title 19 (Medicaid) planning for the disabled and elderly, special needs and pooled trusts, and guardianship.
Credits listed below are for full attendance at the live event only. After attendance has been verified, pre-registered attendees will receive an email from PESI Customer Service with the subject line, “Evaluation and Certificate” within one week. This email will contain a link to complete the seminar evaluation and allow attendees to print, email or download a certificate of completion if in full attendance. For those in partial attendance (arrived late or left early), a letter of attendance is available through that link and an adjusted certificate of completion reflecting partial credit will be issued within 30 days (if your board allows). Please see “live seminar schedule” for full attendance start and end times. NOTE: Boards do not allow credit for breaks or lunch.

If your profession is not listed, please contact your licensing board to determine your continuing education requirements and check for reciprocal approval. For other credit inquiries not specified below, or questions on home study credit availability, please contact or 800-844-8260 before the event.

Materials that are included in this course may include interventions and modalities that are beyond the authorized practice of mental health professionals. As a licensed professional, you are responsible for reviewing the scope of practice, including activities that are defined in law as beyond the boundaries of practice in accordance with and in compliance with your professions standards.

The planning committee and staff who controlled the content of this activity have no relevant financial relationships to disclose. For speaker disclosures, please see speaker bios.

PESI, Inc. offers continuing education programs and products under the brand names PESI, PESI Healthcare, PESI Rehab and Psychotherapy Networker.

This seminar includes 1.5 hours of state specific ethics instruction. If ethics is not specified within your licensing board’s approval statement below, please contact your board to determine the applicability and amount of ethics allowed.

This intermediate activity consists of 6.0 clock hours of continuing education instruction. Credit requirements and approvals vary per state board regulations. Please save the course outline, the certificate of completion you receive from the activity and contact your state board or organization to determine specific filing requirements.

Wisconsin Counselors: This intermediate activity consists of 6.0 clock hours of continuing education instruction. Credit requirements and approvals vary per state board regulations. Please contact your licensing board to determine if they accept programs or providers approved by other national or state licensing boards. A certificate of attendance will be awarded at the end of the program to participants who are in full attendance and who complete the program evaluation.

Nurses, Nurse Practitioners, and Clinical Nurse Specialists
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PESI, Inc. is accredited as a provider of nursing continuing professional development by the American Nurses Credentialing Center’s Commission on Accreditation. Nurses in full attendance will earn 6.0 contact hours. Partial contact hours will be awarded for partial attendance.

Nursing Home Administrators
This educational offering has been reviewed by the National Continuing Education Review Service (NCERS) of the National Association of Long Term Care Administrator Boards (NAB) and approved for 6.0 clock hours and 6.0 participant hours. Full attendance is required; no partial credits will be offered for partial attendance.

This activity consists of 6.0 clock hours of continuing education instruction. The following state psychologist boards recognize activities sponsored by PESI, Inc. as an approved ACCME provider: Alaska, Arkansas, California, Colorado, Georgia, Illinois, Indiana, Kentucky, Maine, Maryland, Missouri, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, Oklahoma, Pennsylvania, South Carolina and Wisconsin. Certificates of attendance will be issued for you to submit to your state licensing board to recognize for continuing education credit.

PESI, Inc. is accredited by the Accreditation Council for Continuing Medical Education to provide continuing medical education for physicians. PESI, Inc. designates this live activity for a maximum of 6.0 AMA PRA Category 1 Credits™. Physicians should only claim credit commensurate with the extent of their participation in the activity.

Social Workers
PESI, Inc., #1062, is approved to offer social work continuing education by the Association of Social Work Boards (ASWB) Approved Continuing Education (ACE) program. Organizations, not individual courses, are approved as ACE providers. State and provincial regulatory boards have the final authority to determine whether an individual course may be accepted for continuing education credit. PESI, Inc. maintains responsibility for this course. ACE provider approval period: January 27, 2020 - January 27, 2023. Social Workers completing this course receive 4.5 Clinical Practice and 1.5 Ethics continuing education credits. No more than 6 total CE hours may be awarded for this activity. Course Level: Intermediate. Full attendance is required; no partial credits will be offered for partial attendance. A certificate of attendance will be awarded at the end of the program to social workers who complete the program evaluation.

Other Professions
This activity qualifies for 360 minutes of instructional content as required by many national, state and local licensing boards and professional organizations. Save your course outline and certificate of completion, and contact your own board or organization for specific requirements.

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