Upcoming Events.
September 16th: End of Life Planning within a Guardianship, Presented by Dr. Tracie Lux
Dr. Lux is a professional Guardian who will discuss the approaches to end of life planning withing a guardianship proceeding.
What laws are we looking towards in making decisions?
What considerations to we use to make determinations?
December 16th: Guardian's Abilities with Treatment (Presenter TBD)
Medication changes
Requiring a Protected Person to take medications
Treatments that require/recommend court approval
Civil commitment
Laws we follow compared to trends in health care
Liability to the Guardian
June 17th: Funding Special Needs Trusts (Presenter TBD)
Asset division where one beneficiary has an SNT
When to provide notices to DHS and SSA (1st Party and 3rd Party)
EINs for 1st Party SNTs
Oregon NAELA Trivia Night Fundraiser
April 30, 2026 6-8pm in Bend, Oregon for Oregon NAELA Trivia Night Fundraiser. Mark your calendars. More details to follow
March 18th: Court Ordered Set Asides, Presented by Rebecca Kueny
Rebecca will discuss the use of court ordered set asides in Guardianship proceedings for ongoing administrative costs, such as attorney fees, for Medicaid benefit planning.
What is a Set Aside?
When to use them?
Why we use them?
How to use them?
ROBERT DORSZYNSKI v. DEPARTMENT OF HUMAN SERVICES (2010)
Oregon NAELA Membership Meeting
Wednesday 12/17 at noon – membership meeting. Julie Meyer Rowett will be presenting on how to handle estate recovery claims.
Oregon NAELA is inviting you to a scheduled Zoom meeting.
Topic: Oregon NAELA Membership Meeting
Time: Dec 17, 2025 12:00 PM Pacific Time (US and Canada)
Join Zoom Meeting
https://us06web.zoom.us/j/85139009402?pwd=TCZmYdj4FokkH3akRcFqFbtbELtOd1.1
Meeting ID: 851 3900 9402
Passcode: 242651
NAELA Zoom Meeting
Jeff Pisan (https://www.talluscapital.com/JEFF-M--PISAN,-CFP,-AAMS.e1180795.htm) will be talking about Medicaid-compliant annuities.
Oregon NAELA Membership Meeting
Wednesday is our monthly membership meeting. Topics of Discussion: legislation.
Our Board will update us on the happenings with SB 1029.
If there is time, a discussion of other legislation will be discussed. Feel free to bring any legislative bills with you to discuss and share your opinion.
Oregon NAELA is inviting you to a scheduled Zoom meeting.
Topic: Oregon NAELA Membership Meeting
Time: Mar 19, 2025 12:00 PM Pacific Time (US and Canada)
Every month on the Third Wed, until Jul 16, 2025, 5 occurrence(s)
Please download and import the following iCalendar (.ics) files to your calendar system.
Monthly: us06web.zoom.us/meeting/...
Join Zoom Meeting
us06web.zoom.us/j/...
Meeting ID: 850 3250 9570
Passcode: 739688