Elder Law & Special Needs Section Meeting

Tuesday, January 23, 2018 1:30 PM
1:30 PM - 5:45 PM
Total MCLE Credits: 4.00 (Professional Practice 3.00, Ethics 1.00)
Trianon Ballroom, 3rd Floor
#nysba18

Register Here or Download The Registration Form Here.
 

MCLE Program - ** SOLD OUT ***


Executive Committee Meeting
10:00–12:15 p.m.  
Gramercy, 2nd Floor 

Committee Meetings
12:15–1:15 p.m.
Sutton Center, 2nd Floor   

MCLE Program
1:30–5:40 p.m.
Trianon Ballroom, 3rd Floor

Cocktail Reception (Offsite)
Cocktail Reception Being Sponsored by NYSARC and RDM Financial Group
Warwick New York Hotel, 65 West 54th Street
6:00– 8:00 p.m.

SECTION CHAIR
Martin Hersh, Esq., Law Offices of Martin Hersh, Esq., Liberty, NY

PROGRAM CO-CHAIRS
Frances M. Pantaleo, Esq., Bleakley Platt & Schmidt, LLP, White Plains, NY
Scott B. Silverberg, Esq., Steven J. Silverberg, PC, Roslyn Heights, NY

1:30– 2:00 p.m. 
Business Meeting, Elections, Section Awards, Introduction of Program, Presentation by New York Bar Foundation

2:00– 2:50 p.m.
New York State Elder Law Update
(1.0 credits in Areas of Professional Practice)
Latest developments, including updates on eligibility thresholds, analysis of recent New York cases, as well as administrative and legislative changes affecting the practice of elder law and special needs planning in New York State.
Speaker: JulieAnn Calareso, Esq., The Shevy Law Firm, LLC, Albany, NY

2:50– 3:40 p.m.
National Update
(1.0 credits in Areas of Professional Practice) Michael Amoruso, former Chair of the Elder Law and Special Needs Section and President-Elect of NAELA, will provide an update on federal legislative proposals which may substantially change the underpinnings of the Medicaid statute as well as recent federal and state case law which may present challenges to the future practice of elder law and special needs planning.
Speaker:  Michael J. Amoruso, Esq., Amoruso & Amoruso, LLP, Rye Brook, NY

3:45– 4:00 p.m. 
Refreshment Break

4:00– 4:50 p.m.
Do This, Not That!
(1.0 credits in Areas of Professional Practice)
Attorneys experienced in both estate planning and elder law will discuss common estate planning mistakes made by attorneys who mostly practice in the area of elder law and common elder law mistakes made by less experienced elder law attorneys and attorneys who mostly practice in the area of trusts and estates.
Speakers: Jeffrey A. Asher, Esq., Law Offices of Jeffrey A. Asher, PLLC, New York City and Judith Nolfo, Esq., Nolfo Law Office, Albany, NY
Moderator: Scott B. Silverberg, Esq., Steven J. Silverberg, PC, Roslyn Heights, NY

4:50– 5:40 p.m.
The Revised Aspirational Ethical Standards in Song and Show 
(1.0 credits in Ethics)
This interactive presentation will introduce the participants to the NAELA Aspirational Standards-Second Edition.  Using song and movie clips, this presentation will explore the practical effects of the new and revised standards. Does it ever feel like the people in your initial interview, “Are so vain they probably think the CASE is about them.”?   The new Standards assist in how to identify the client and then communicate the identity to everyone.  The new Standard on Holistic Practice will be explained and help address that family where everyone thinks “Mom always liked you best”.  Does fiduciary representation remind you of Abbott and Costello’s Whose on First? The difficult issues in fiduciary representation will be discussed, and how the new Standards attempt to guide practitioners through this thorny issue. Come join us as we make our way through the changes to the Aspirational Standards and have a little fun.
Speaker: Roberta K. Flowers, Esq., Stetson University College of Law, Gulfport, Florida 

6:00-8:00 p.m. 
Cocktail Reception
(OFFSITE)
Cocktail Reception Being Sponsored by NYSARC and RDM Financial Group
Warwick New York Hotel, 65 West 54th Street

IMPORTANT INFORMATION
Under New York’s MCLE rule, this program has been approved for a total of 3 credit hours in Areas of Professional Practice and 1 credit in Ethics. This program will NOT qualify for credit for newly-admitted attorneys because it is not a basic practical skills program. 

Discounts and Scholarships: New York State Bar Association members and non-members may apply for a discount or scholarship to attend this program, based on financial hardship. This discount applies to the educational portion of the program only. Under this policy, any member of our Association or non-member who has a genuine basis for their hardship, if approved, can receive a discount or scholarship, depending on the circumstances. Request for discounts or scholarships must be received prior to January 13th, 2017. For more details, please contact Lori Nicoll in writing at New York State Bar Association, One Elk Street, Albany, New York 12207 or lnicoll@nysba.org.

Accommodations for Persons with Disabilities:  NYSBA welcomes participation by individuals with disabilities. NYSBA is committed to complying with all applicable laws that prohibit discrimination against individuals on the basis of disability in the full and equal enjoyment of its goods, services, programs, activities, facilities, privileges, advantages, or accommodations. To request auxiliary aids or services or if you have any questions regarding accessibility, please contact Lori Nicoll at 518-487-5563.

For overnight room accommodations, please call the New York Hilton Midtown at 1-800-445-8667 and identify yourself as a member of the New York State Bar Association. The rate will be based on room selection (single/double occupancy) and arrival/departure dates with additional taxes and hotel fees. The discounted rate for January 21st and January 22nd is $179 per night. The discounted rate for January 23rd through January 28th is $229 per night. A rate of $209 will be offered to those with overlapping dates. Reservations must be made before December 15, 2017 by calling the New York Hilton Midtown directly at 800-445-8667 or online at www.nysba.org/am18accomm.

For questions about this specific program, please contact Lori Nicoll at 518-487-5563. For registration questions only, please call the Member Resource Center at 800-582-2452. Fax registration form to 518-463-5993.