2009 Speaking Engagements

Organization: Pennsylvania Bar Institute
Title of Course: Elder Law Update
Date:November 13, 2009
Location:PBI Professional Development Center, Heinz 57 Center, Pittsburgh, PA
Speaker: Julian E. Gray, CELA
Speaking Topic: “Medicaid Update”

Organization: Penn State University Greater Allegheny Continuing Education, Certified Public Accountant SeriesTitle of Course: Elder Law Update
Date: October 29, 2009
Location: Monroeville, PA – Holiday Inn
Speaker: Julian E. Gray, CELA
Speaking Topic: : ” Tax Planning, Public Benefits, and Recent Trends Affecting the Elder Client and Families”

Organization: Penn State University Greater Allegheny Continuing Education, Certified Public Accountant Series
Title of Course: Elder Law Update
Date: October 26, 2009
Location: Pittsburgh, PA- Best Western Parkway Center Inn
Speaker: Julian E. Gray, CELA
Speaking Topic: ” Tax Planning, Public Benefits, and Recent Trends Affecting the Elder Client and Families”

Organization: The Estate Planning Council of Pittsburgh Financial “Four” um
Title of Course: hot Topics in Elder Law
Date: October 8, 2009
Location: Canonsburg, PA-Hilton Garden Inn-Southpointe
Speaker: Julian E. Gray, CELA
Speaking Topic: : ” Recent Developments in Elder Law, Related Issues in Public Benefits, Tax and Legislative Initiatives.” [ More Information]

Organization: Pennsylvania Bar Institute
Title of Course: The Medicaid Application Process
Date: August 24, 2009
Location:PBI Professional Development Center, Heinz 57 Center, Pittsburgh, PA
Speaker: Caitlin E. Harper, Esq.
Course Planners: Julian E. Gray, CELA and Caitlin E. Harper, Esq.

Organization: Pennsylvania Bar Institute
Title of Course: The Medicaid Application Process
Date: August 11, 2009
Location: Mechanicsburg- Pennsylvania Bar Institute (PBI) Conference Center

Organization: Pennsylvania Bar Institute
Title of Course: 12th Annual Elder Law Institute
Date: July 23 and 24, 2009
Location: Harrisburg, PA
Speaker: Julian E. Gray, CELA
Speaking Topic: “Irrevocable Income Only Trusts: Medicaid, VA, Tax & Administration Issues” and “How to Apply for Medicaid and Interface with Nursing Facilities”

Course Planner: Julian E. Gray, CELA

Organization: Pennsylvania Bar Institute
Date: June 3, 2009
Location: PBI Professional Development Center, Heinz 57 Center, Pittsburgh, PA
Speaker: Frank A. Petrich, CFP, CELA
Speaking Topic: “Retirement Planning”

Organization: Pennsylvania Bar Institute
Title of Course: Understanding the Basics of Elder Law
Date: March 25, 2009
Location: PBI Professional Development Center, Heinz 57 Center, Pittsburgh, PA
Speaker: Julian E. Gray, CELA
Speaking Topic: “Overview of Elder Law and Medicaid Eligibility Rules”

Organization: Pennsylvania Bar Institute
Title: Estate and Elder Law Symposium
Date: February 10, 2009
Location: PBI Professional Development Center, Heinz 57 Center, Pittsburgh, PA
Speaker: Julian E. Gray, CELA
Speaking Topic: “The Year in Review”