Archives

October, 2019

Planning for the Future: Preparing Simple Wills, Powers of Attorney, and Advance Directives CLE Planned

This program is designed to assist volunteer attorneys and paralegals who are participating in the PACO/LASC Pro Bono Wills Clinics which are held twice monthly at different sites throughout Central Ohio.   At these clinics, attorneys talk with the clients after the paralegals prepare the documents.   Clients are provided with completed simple wills, health care powers of attorney, living wills, organ donor registry, declaration of funeral arrangements, and financial powers of attorney.

Wednesday, November 13, 2019

1:30 –4:45 PM

Legal Aid Society of Columbus, 1108 City Park, Columbus, Ohio 43206

Register here.

AGENDA

1:30-1:45 — Introduction to the Wills Clinic Procedures, Dilynn Roettker

1:45-2:45 — Preparing a Simple Will, Organ Donorand Declaration of Funeral Arrangements, Paul Bryson

2:45-3:30 — Preparing a Power of Attorney, Dilynn Roettker

3:30-3:45 — Clinic Procedures and Document Formatting, Teresa Scharf

3:45-4:00 — Break

4:00-5:00 — Health Care Power of Attorney, Living Will, Eileen F. Baker, MD, DNR, and POLST PhD, FACEP

FACULTY

Paul Bryson is a staff attorney on the Community Engagement team at the Legal Aid Society of Columbus. He recently transitioned to LASC from his own practice, where he advised clients regularly on estate planning and wealth transfer and represented executors and administrators in Probate court. Paul’s projects at LASC include wealth preservation and intergenerational wealth planning aimed at seniors in low-income areas of Columbus. He is admitted to the bars of Ohio, and the U.S. District Courts for the Northern and Southern Districts of Ohio.

 Dilynn Roettker received her J.D. from The Ohio State University Moritz College of Law in 2015 and her B.S. from Ohio University’s E.W. Scripps School of Journalism in 2010. After graduation, she completed a policy fellowship with the Children’s Defense Fund-Ohio. Dilynn joined the Legal Aid Society of Columbus in October 2016, representing clients in areas such as Medicaid and Medicare benefits and treatment, Veteran’s benefits, educational services, Social Security, child care, cash and food assistance. Her practice also includes working with Legal Aid’s Medical-Legal Partnerships with Nationwide Children’s Hospital and Ohioans for Better Birth Outcomes. She is admitted Ohio Bar and the U.S. District Court for the Southern District of Ohio.

 Eileen F. Baker, MD, PhD, FACEP graduated from the University of Vermont College of Medicine and completed her residency in Emergency Medicine at Summa Health System in Akron Ohio.  She earned her PhD in Applied Philosophy from Bowling Green State University.  Dr. Baker is the Medical Director of the Medical Student Ethics Curriculum at the University of Toledo College of Medicine and Life Sciences, and works clinically as a community emergency physician for Riverwood Emergency Services, Inc.  She is a past-president of the Ohio Chapter of the American College of Emergency Physicians, and currently serves on its Board.  Dr. Baker has published articles and book chapters pertaining to trauma, emergency medical services, and medical ethics.  Presently, she is editing a book on the topic of legal and ethical issues in emergency medicine.

 Teresa Scharf is the Director of the Wills Clinics for which the CLE is designed, Chair of PACO’s Pro Bono Committee, and immediate past-president of PACO.  She also serves on NFPA’s Pro Bono Committee and has co-represented the NFPA at the last to ABA Equal Justice Conferences.  She has fifteen years of experience as a litigation paralegal and twenty-eight years overall in the legal services profession.  She obtained her degree in Paralegal Studies, cum laude, from Columbus State in 2007.  Teresa is an OSBA Certified Paralegal and is a member of the OSBA Paralegal Certification Board.  She has received a number of awards, including the 2014 Outstanding Pro Bono Support Award from the Legal Aid Society of Columbus.  Teresa is involved in other pro bono activities in addition to the Wills Clinics.  She is a paralegal in the Business Litigation Practice and Products Liability / Mass Torts Defense groups at Ulmer & Berne LLP.

 

 

Setting the Tax Record Straight: Post-Assessment Challenges to Tax Debt CLE Planned for Nov. 7

This program will provide an introduction to helping taxpayers challenge tax debts with the IRS after they have already been assessed.  The training will take you step-by-step from selecting the right remedy, creating a challenge to the IRS, and the process from start to finish.  No tax expertise is necessary.  We will address common tax credit problems, as well as requesting innocent spouse relief.

Thursday, November 7, 2019, 1:00 pm – 4:00 PM
Barnes & Thornburg, LLP,  41 S. High Street, Suite 3300, Columbus, OH

Application has been made to the Supreme Court of Ohio for 2.75 hours

 AGENDA

1:00-1:15 Introduction: What is the LITC & What We Do; How and why you can do pro bono

– Melissa Skilliter

1:15-1:30 Audit Reconsideration – Why and when would you do this?

Megan Sullivan

1:30-1:45 Common Case Scenarios

Megan Sullivan

1:45-2:15 Process, Formatting, Tips, and Appeals

– Melissa Skilliter

2:15-2:30 Break

2:30-2:45 Innocent Spouse – Why and when would you do this?

– Megan Sullivan

2:45-3:15   Types of Relief, Elements, Availability, and Why It Matters

– Melissa Skilliter

3:15-3:45  Procedure and Timeframe for Resolution

– Megan Sullivan

3:45-3:55 Taxpayer Advocate Service—What they do and when to call them?

– Melissa Skilliter

3:55-4:00 Wrap Up and Questions

– Melissa Skilliter

Faculty

Melissa Skilliter is Director of the Low Income Taxpayer Clinic (LITC) in the Columbus office, a position she has held since 2008.  Through the LITC, she handles tax controversies with the IRS, including U.S. Tax Court cases, examinations, and other cases before the IRS.  She joined SEOLS in 2005 as a staff attorney in the Zanesville office.

She has been licensed to practice law in Ohio since 2004.  She is admitted to practice in United States District Court for the Southern District of Ohio and the.  United States Tax Court.  She earned her J.D. from Georgetown University Law Center in 2004 and an LLM in Taxation from Villanova University School of Law in 2018.

Megan Sullivan is the managing attorney of the tax team and the Director of the Low Income Taxpayer Clinic at The Legal Aid Society of Columbus (LASC). She has been representing taxpayers through the Clinic for over 15 years.  She obtained her J.D. and Master of Social Work at The Ohio State University in 2002 and her LLM in Taxation from Villanova University School of Law in 2019. Megan serves on the Steering Committee of Move to Prosper and the Leadership Team of the Financial

Registration

This training is free to any attorney currently participating in (or committed to participate in) a Pro Bono program through the Legal Aid Society of Columbus (LASC) or Southeastern Ohio Legal Services (SEOLS).  All others should submit a $110.00 fee.

To register, please complete an online form here:  https://oslsa.wufoo.com/forms/w12nt7qx0mx5o5y/

 

 

 

 

 

 

 

 

 

 

 

 

Translate »