Timothy L. Takacs, CELA
Programs and Presentations
2019 Estate Recovery Presented to attendees of the Equal Justice University (annual statewide public interest law conference) at Embassy Suites in Murfreesboro; August 2019
10 Things You Need to Know, Now Presented to members of the St. Paul Episcopal Church in Murfreesboro; June 2019
The New Elder Law: What is Life Care Planning? Presented to healthcare professionals at the 2019 Time Out Workshop; June 2019
Aging Matters – Legal Help at Belmont School of Law Panel Discussion at Belmont School of Law; May 2019
10 Things You Need to Know, Now Presented to professionals and caregivers as part of Mental Health America’s “Just the Facts” class at TrustPoint Hospital in Murfreesboro; April 2019
Elder Law Presented to the KY Elder Law Section in Lexington, KY; April 2019
10 Asset Protection Mistakes, Urban Legends, and FAQ about Powers of Attorney Presented to the KEY program at Volunteer State Community College in Gallatin, TN; March 2019 2018 How Care Gets Paid for in Today’s Elder Care Continuum Presented at the 10th Annual Probate & Estate Planning Conference; December 2018
Asset Protection Mistakes Presentation to Notre Dame Alumni; August 2018
Elder Care Law Presented to Williamson County Bar Association to provide Continuing Legal Education credits; August 2018
Special Needs Trusts Presented to attendees of the United Mitochondrial Disease Foundation national conference at the Sheraton Music City; June 2018
The Nursing Home Quiz Presented to health care professionals at the Senior Services Network North Meeting in Hendersonville; June 2018
Urban Legends Regarding Estate Planning Presented to the Sumner County Military Officers Association of America at the VFW in Hendersonville; May 2018
Elder Care Law Presented to the Office of the Tennessee Attorney General to provide Continuing Legal Education credits; May 2018
Succession Planning Presented to the Tennessee Bar Association; March 2018
How Care gets paid in Today's Elder Care Continuum Presented to the Rutherford County Council on Aging and the Rutherford County Senior Providers Network at Life Care Centers of America in Antioch; February 2018
The Nursing Home Quiz Presented to health care professionals at Goals of Care Geriatric & Palliative Medicine in Clarksville, TN; January 2018
2017 TBA Attorney Planning - Columbia Presented as part of the Court Square Series at First Famer's Bank in Columbia; October 2017
TBA Attorney Planning - Clarksville Presented as part of the Court Square Series at the Customs House Museum in Clarksville; October 2017
TBA Attorney Planning - Cookeville Presented as part of the Court Square Series on the Cookeville Higher Education Campus; October 2017
Elder Law Presented to the Tennessee Bankers Association; October 2017
Getting Older: 10 Survival Tips Presented at evening workshop open to the general public at the Sumner County YMCA in Hendersonville; April 2017
How Care Gets Paid in Today’s Elder Care Continuum Presented at continuing education workshop to case managers at St. Thomas West; March 2017
What Care Costs Presented to Lincoln Financial Advisors; February 2017 2016 Elder Law Forum Served on panel for the Tennessee Bar Association’s Elder Law Forum, Nashville, TN; July 2016
Life Care Planning for the Elderly Client: Fundamentals and Practice Presented with Marsha Goodman, CELA, and Debra King, LMSW, for the Life Care Planning Law Firms Association, Phoenix, AZ; May 2016
Life Care Planning for the Elderly Client: Fundamentals and Practice Webinar Four-part series presented with Marsha Goodman, CELA, Dennison Keller, Esq., and Debra King, LMSW, for the Life Care Planning Law Firms Association; April 2016
Life Care Planning: The New Elder Law Presented to the Southern Arizona Estate Planning Council, Tucson, AZ; March 2016
Life Care Planning for the Elderly Client: Fundamentals and Practice Webinar Introduction to a four-part series presented with Marsha Goodman, CELA, Dennison Keller, Esq., and Debra King, LMSW, for the Life Care Planning Law Firms Association; February 2016
Legal Perspectives on Capacity and Decision-Making Presented to the Diminishing Capacity Conference, Dalton, GA; February 2016
Life Care Planning Fundamentals for Elder Care Coordinators Webinar Presented with Debra King, LMSW, to the Life Care Planning Law Firms Association; January & February 2016 2015 A Baker’s Dozen of Elder Law Do-Nots Presented to the Nashville Chapter of National Association for Legal Professionals, Nashville, TN; December 2015
Veterans Benefits Webinar Three-part series presented with Barbara Boone McGinnis, Esq. and Berkley Crain to the Tennessee Bar Association, Nashville, TN; November 2015
Caring for the Elder in the Practice of Law, part 1: Chronic Illness Care in the U.S.-The Problem and the Solutions (Keynote) and Caring for the Elder in the Practice of Law, part 2: Planning Along the Elder Care Continuum Presented to 2015 Fall Conference of the State Bar of Michigan Elder Law and Disability Rights Section (ELDRS), Boyne Falls, MI; October 2015
Elder Law for the General Practitioner: A View from 30,000 Feet Presented with Barbara Boone McGinnis, Esq. to the Sumner County Bar Association, Gallatin, TN; July 2015
Life Care Planning: The New Elder Law Presented to the Elder Law Section 2015 Spring CLE Seminar, Kentucky Bar Association; Louisville, KY, April 2015
Life Care Planning for the Elderly Client: Fundamentals and Practice A 1.5-day program presented two or three times a year with Debra King, LMSW, and Elder Law attorney Marsha Goodman (Phoenix, AZ) for the Life Care Planning Law Firms Association, Orlando, FL; March 2015 2014 Medicaid Compliant Annuities: New Developments in Case Law Presented with Barbara Boone McGinnis, Esq. to the Tennessee Attorneys Memo Probate and Estate Planning Conference, Nashville School of Law, Nashville, TN; October 2014
Alzheimer’s Disease: How it Affects Client Capacity & How Financial Planners Can Help Their Clients Presented with Barbara Boone McGinnis, Esq. at a Financial Planners Association Continuing Education Event, Belmont University, Nashville, TN; October 2014
Caring for the Elder in the Practice of Law: Chronic Illness Care in the United States Presented as the Keynote Address and a subsequent breakout session, to the 2014 Elder Law Institute, Minnesota State Bar Association, Minneapolis, MN; October 2014
Frequently-Asked Questions about Powers of Attorney Presented with Barbara Boone McGinnis, Esq. to members of the Mission Point Health Partners staff, Nashville, TN; August, 2014
Elder Law and You Presented with Barbara Boone McGinnis, Esq. to employees of Cowan Benefit Services, Franklin, TN; August 2014
Aging Matters Provided expert commentary on financial, legal and personal planning issues on Aging Matters, a documentary produced by Nashville Public Television, Nashville, TN; July 2014
The Elder Care Continuum and Financial Eligibility for CHOICES, Part 2 Presented to the Annual Elder Law Forum, Tennessee Bar Association, Nashville, TN; July 2014
Opportunities for Geriatric Care Managers Created through Life Care Planning Law Firms and Patient- Centered Medical Homes Presented to the National Association of Geriatric Care Managers 2014 Annual Conference, Nashville, TN; May 2014
Paying for Long-Term Care Presented with Debra King, LMSW to members of Community Life Bridge at the Hendersonville Chamber of Commerce, Hendersonville, TN; April 2014
Medicaid for Financial Planners Presented with Barbara Boone McGinnis, Esq. and Bryson Eubanks, Nashville, TN; April 2014
What is Life Care Planning? Presented with Barbara Boone McGinnis, Esq., Debra King, LMSW, Emily McCord, LMFT, and Bryson Eubanks, MA to the Tennessee Bar Association, Nashville, TN; April 2014
Estate Planning Basics & Tennessee Estate Tax Presented with Barbara Boone McGinnis, Esq. to community education students at Volunteer State Community College, Gallatin, TN; February 2014
What is Life Care Planning? Presented with Barbara Boone McGinnis, Esq., to the Williamson County Bar Association, Franklin, TN; February 2014 2013 Planning for Older People—and Their Lawyers Presented a continuing education program on elder law with Barbara Boone McGinnis, Esq. to the Sumner County Bar Association, Gallatin, TN; December 2013
TennCare/Medicaid: Where We Are and Where We're Headed Presented via webinar to attorneys attending the Tennessee Attorney’s Memo Probate and Estate Planning Conference, Nashville, TN; November 2013
Tennessee Elder Law Presented with Barbara Boone McGinnis, Esq., Debra King, LMSW, Emily McCord, LMFT, and Bryson Eubanks, MA to Health Ed Seminars, Nashville, TN; November 2013
TennCare CHOICES Presented with Barbara Boone McGinnis, Esq. to the Equal Justice University, Millennium Maxwell House Hotel, Nashville, TN; October 2013
Caregiving Presented with Barbara Boone McGinnis, Esq. at the Caregiver Program at Volunteer State Community College, Gallatin; October 2013
Succession Planning in a Law Firm Presented to the Tennessee Bar Association, Nashville, TN; July 2013
Representation of Individuals with Diminished Capacity Presented at the Vulnerable Adult Summit, Cookeville, TN; May 2013
Capacity for Decision Making and Use of Advance Directives Presented at the American Medical Directors' Association Long Term Care Medicine, Nashville, TN, March 2013 2012 Medicaid TennCare Presented with Barbara Boone McGinnis to the Area Agency on Aging & Disability, Nashville, TN; November 2012
Elder Law Presented to attorneys and mental health professionals at the Mental Health Law Seminar hosted by Mental Health of America, Nashville, TN; November 2012
TennCare and the Tanner Decision Presented at the Probate and Estate Planning CLE Conference conducted by Tennessee Attorneys Memo, Nashville School of Law, Nashville, TN; November 2012
TennCare Estate Recovery/Estate Planning Presented a continuing legal education program to the Cookeville Bar Association, Cookeville, TN; October 2012
Financial Advisors' Relationships with Elderly Clients and their Children Presented to the Nashville Chapter of the Financial Planners Association, Lipscomb University, Nashville, TN; June 2012
Life Care Planning Alternatives: Achieving an Interdisciplinary Approach to Chronic Health Care Needs Presented with Elder Law attorneys Peter Sisson (Boise, ID) and Rajiv Nagaich (Seattle, WA) at the Annual Meeting of the National Academy of Elder Law Attorneys, Seattle, WA; April 2012 2011 Life Care Planning Fundamentals for Elder Care Coordinators Presented with Debra King, LMSW to the Life Care Planning Law Firm Association, Baltimore, MD; September 2011
New Rules: Revised TRPC 1.14 and the Client-Lawyer Relationship Presented to the Annual Elder Law Forum, Tennessee Bar Association, Nashville, TN; July 2011
“Can My Trust Buy Me a House?”: Creating and Administering Special Needs Trusts Presented to the Tennessee Bar Association, Nashville, TN; April 2011 2010 Become the CEO of Your Law Practice Presented with Elder Law attorneys Marsha Goodman (Phoenix, AZ) and Rachel Kabb-Effron (Cleveland, OH) to the Tennessee Bar Association, Nashville, TN; October 2010
Tanner and TennCare Medicaid Estate Recovery Presented to M. Lee Smith, Nashville, TN; March 2010
Life Care Planning Fundamentals for Elder Care Coordinators Presented with Debra King, LMSW to the Life Care Planning Law Firm Association in Dallas, TX; January 2010 2009 Tanner and TennCare Medicaid Estate Recovery Presented to the Tennessee Bar Association, Nashville, TN; November 2009
Life Care Planning Fundamentals for Elder Care Coordinators Presented with Debra King, LMSW to the Life Care Planning Law Firm Association in Chicago, IL; September 2009
VA Benefits and Social Security Presented to the General Practice Summit, Tennessee Bar Association, Nashville, TN; August 2009
VA Benefits Accreditation Seminar Presented to the Life Care Planning Law Firms Association, Nashville, TN; May 2009
How to Try a Blumberg Case Presented with Elder Law attorney Christine Alsop (St. Louis, MO) to the Life Care Planning Law Firms Association, Nashville, TN; May 2009
Caring for an Aging Workforce Presented with Debra King, LMSW and Bonnie Woodard to Skyline Medical Center Occupational Health, Nashville, TN; January 2009 2008 Elder-Centered Legal Planning Presented to the National Aging and Law Conference, Arlington, VA; December 2008
Practice Management Best Practices Presented to LexisNext Practice Management Annual Conference, Chicago, IL; August 2008
A Special Trust for Persons with Special Needs Presented to the Tennessee Disability Megaconference, Nashville, TN; May 2008
Life Care Planning Presented to the Annual Public Benefits Institute, Florida Bar Association, Tampa, FL; April 2008 2007 The Basics of Elder Law Program Program Chair of 2.5-day program produced for the Tennessee Bar Association, Nashville, TN; August 2007
The New Elder Law Presented to the Annual Meeting of the Missouri Chapter of the National Academy of Elder Law Attorneys, Branson, MO; May 2007
Medicaid Eligibility after the Deficit Reduction Act of 2005 Presented to the Annual Meeting of the American Health Lawyers Association, Orlando, FL; February 2007 2006 The Basics of Elder Law Program Program Chair of 2.5-day program produced for the Tennessee Bar Association, Nashville, TN; August 2006
Making Change Happen in the Elder Law Firm Presented to the Annual Elder Law Institute, Pennsylvania Bar Institute, Harrisburg, PA; July 2006 2005 and earlier An Elder-Centered Approach to Long-Term Care Planning Presented to the Annual Elder Law Symposium, National Academy of Elder Law Attorneys, San Francisco, CA; May 2005
The Blumberg Election: Going to Court to Increase Medicaid's Spousal Allowances, NAELA Quarterly, National Academy of Elder Law Attorneys (Tim presented a revised version of this paper, with forms, at the Cleveland Bar Association's Basics of Elder Law Seminar, Cleveland, Ohio; March 5, 2004)
The Elder-Centered Law Practice: What It Is, How to Attain It Presented with David L. McGuffey, CELA at the 8th Annual Elder Law Symposium, North Carolina Bar Association, Cary, NC; March 2004
Medicare Secondary Payer Issues Presented with David L. McGuffey, CELA, to the Nursing Home Litigation Group, American Trial Lawyers Association, Ft. Lauderdale, FL; March 2004
Fiduciary Practice: Creating and Administering Special Needs Trusts Presented to the Annual Elder Law Forum, Tennessee Bar Association, Nashville, TN; December 2003
Value-Billing Will Improve Your Bottom Line Presented to the Annual Conference of the Elder Law and Advocacy Section, State Bar of Michigan, Mackinac Island, MI; September 2003
Wills and Estates for Solos: Ten Pitfalls to Avoid Presented to the Solo/Small Firm Conference, Tennessee Bar Association, Nashville, TN; May 2003
The Life Care Plan: Integrating a Healthcare-Focused Approach to Meeting the Needs of Your Clients and Families Into Your Elder Law Practice Presented to the Annual Institute, National Academy of Elder Law Attorneys, Albuquerque, NM; November 2002 (Tim's paper for this presentation was published as the lead article in the Winter 2003 issue of the NAELA Quarterly and the February 2004 issue of The Elder Law Report.)
What Elder Law Attorneys Do: Much More Than Medicaid Planning Presented to the 17th Annual GCM Conference, National Association of Professional Geriatric Care Managers, Nashville, TN; March 2002
Your Elder Law Practice and the Internet Presented to the Annual Elder Law Seminar, Alabama Bar Institute for Continuing Legal Education, Birmingham, AL; May 2001
Introduction to Elder Law Practice Presented to the Annual Elder Law Forum (Program Chair) of the Tennessee Bar Association, Nashville, TN; December 2000
Elder Law for Health Lawyers Presented to the Annual Health Law Forum of the Tennessee Bar Association, Nashville, TN; October 2000
Medicaid, Estate Recovery, and the Ethics of Medicaid Planning Presented to the Conference on Medical and Legal Ethics, Appalachian School of Law, Grundy, VA; October 1999
Planning for Disability: An Overview and Representing a Disabled or Deceased Lawyer: What Happens Now? Presented to the Tennessee Bar Association, Nashville, TN; July 1999
Asset or Liability: How Will Your Personal Representative View Your Practice? Presented with Elder Law attorneys Robert B. Fleming (Tucson, AZ) and Ruth E. Ratzlaff (Fresno, CA), Annual Symposium, National Academy of Elder Law Attorneys, San Diego, CA; May 1999
Planning for Disability: An Overview and Representing a Disabled or Deceased Lawyer: What Happens Now? Presented to the Tennessee Bar Association, Nashville, TN; July 1998
Elder Law Online Seminar Panelist, Counsel Connect; May 1998
Legal Research on the Internet and Introduction to the Internet Presented with James Moore and George Dean to the Tennessee Bar Association, Nashville, TN; February and March 1998
Health Care Rationing: Challenges for the Elder Law Attorney, Exceeding the Challenges in Elder Law Practice Program Chair, Tennessee Bar Association, Nashville, TN; October 1996
Elder Law Online Seminar Panelist, Counsel Connect; October 1996
Publications Contributing author of Critical Documents Associated with Aging: An Organizational Guide to Personal Files. Chapter in: Factora RM, ed., Aging and Money: Reducing the Risk of Financial Exploitation and Protecting Financial Resources, Humana Press, Springer, New York, c. 2014 ISBN 978-1-4939-1320-6, DOI 10.1007/978-1-4939-1320-6.
Try Your Case vs. Settle Your Case--Either Way, You Can Lose--Or Win, Exceptional Parent (magazine), July 2010.
Revisiting the Ethics of Medicaid Planning, with David L. McGuffey, CELA, NAELA Quarterly, National Academy of Elder Law Attorneys, Summer 2004. (This paper was awarded the NAELA John Regan Writing Award for best article published in the NAELA Quarterly in 2004.) The Blumberg Election: Going to Court to Increase Medicaid's Spousal Allowances, NAELA Quarterly, National Academy of Elder Law Attorneys, Summer 2003.
Medicaid Planning: Can It Be Justified?, Legal and Ethical Implications of Medicaid Planning, with David L. McGuffey, CELA, 29 William Mitchell Law Review 111 (2002).
Elder Law Practice in Tennessee, LEXIS Law Publishing, 1998, supplemented annually.
Value-Billing: Its Time Has Come (co-authored with Gill E. Wagner). Originally published in the Technolawyer Community on September 11, 1998, this article since has been republished in Law Office Computing, the Massachusetts Bar Weekly, LexisOne, and many other publications, both in print and online.
Properly Drafting Durable Powers of Attorney, Preventive Law Reporter, Vol. 16, No. 2, National Center for Preventive Law, Summer 1997
Health Care Considerations, Special Supplement on Elder Law, 146 New Jersey Law Journal 761 (1996).
The City by the Lake: A History of Hendersonville, Tennessee 1780-1969, Baltimore: Gateway Press, 1992.
Other Activities President and Board Members, Friends of the Arts and Literature in Sumner, Inc. (FOALS), 2004 to present.
Adjunct Professor, Paralegal Studies Program, Volunteer State Community College, Gallatin, Tennessee, 1996-1997.
County Commissioner, Board of County Commissioners, Sumner County, Tennessee, 1990-1998.