FALL MEETING: Addressing the New Economics of Aging 
THURSDAY AND FRIDAY, October 4 & 5, 2018
300 Brae Blvd
Park Ridge, NJ 



The Fall Meeting will be an innovative look at how the aging of our country is affecting our society and our practice area. This one and a half day program tackles complex policy and practice issues facing today’s Elder Law and Special Needs Attorneys across New York State.  Sessions offer a broad perspective on national socioeconomic trends in health care delivery, technology, housing, taxation, and wealth transfer – creating a forum to develop adaptive practices to meet these challenges.  The overarching conference goal is to promote forward thinking and opportunities to evaluate the practice of law in the broader context of our changing society.

The newly renovated Park Ridge Marriott is conveniently located only 30 miles from NYC, just north of the George Washington Bridge, adjacent to the Hudson Valley and a short drive south of the Village of Nyack.  This site is accessible to both upstate/downstate New York while providing an ideal locale for autumn leaf peepers and apple pickers without the hustle and bustle of some of the surrounding areas. NY/NJ Transit info. and schedules for those taking public transportation are available at: www.njtransit.com    

11.0 MCLE credits:  8.0 in Professional Practice, 1.0 in Ethics, 1.0 in Skills and 1.0 in Diversity, Inclusion and Elimination of Bias for all attorneys both newly admitted and experienced.



9:00 - 10:00 am          
Officer and District Delegates Meeting:  Saddle River

10:00 am - 5:00 pm   
Registration and Exhibitors: Foyer, Outside Salons E - H

10:00 am - 1:00 pm  
Executive Committee Meeting and Luncheon: Brookside Parc 

1:15 to 5:05 pm         

1:15 - 1:30 pm            
Welcoming Remarks
Judith D. Grimaldi, Esq., Grimaldi & Yeung LLP, Section Chair 

1:30 - 2:20 pm            
KEYNOTE SPEECH:  The Changing Economy of Aging    
Discussion of social, legal and financial factors resulting in economic pressures for retirees. Dr. Webb will review the need for retirement planning reform in the area of Social Security benefits and employer defined benefit plans. He will address the failure and inadequacy of current IRA and individual 401K plans and present up-to-date research on the general loss of defined pensions. Q and A will explore these retirement planning dilemmas, introduce estate planning and advocacy options and prevention strategies against financial abuse in managing retirement assets including annuities and life insurance. The presentation will acknowledge the challenge of elder law attorneys in integrating complex issues such as tax considerations, long term care needs of the later years, Medicaid, and high health and living costs. 

Judith D. Grimaldi, Esq., Grimaldi & Yeung, LLP, Brooklyn
Anthony Webb, PhD, Research Director, Schwartz Center for Economic Policy Analysis (SCEPA), The New School for Social Research, New York City

2:20 - 3:10 pm            
Elder Law Update - Federal Focus
How are services to the aging including Medicaid and Medicare fairing under budget cuts?  This session focuses on legislative reform and case law around the nation and the potential impact it may have on the Elder Law Special Needs practice in New York.

Howard S.  Krooks, Esq.
, Elder Law Associates PA, Boca Raton, FL

3:10 - 3:25 pm            
Refreshment Break with Exhibitors

3:25 - 4:15 pm            
Home Again:  A Panel on Senior Housing Options
An exploration of innovative housing options available including public and privately funded options from the known to the lesser known opportunities for New York State Seniors including a discussion on financing, legal regulations, licensing and restrictions that may limit the expansion of these options.

Tammy R. Lawlor, Esq., Miller & Milone, PC, Garden City
Timothy Murphy, Supervisor, New York State Department of Social Services,  Adult Protective Services, Goshen
Yvonne M. Murphy
, MA, Owner and CEO, Beacon Elder Care, Maspeth
Neil T. Rimsky, Esq., Cuddy & Feder LLP, White Plains 

4:15 - 5:05 pm            
Creative Writing: Drafting to Address Social Change
Using hypotheticals that pose social, technological and financial issues facing today’s seniors to highlight creative use of statutes in drafting advance directives, trusts, and wills. 

Paul Hyl, Esq., Law Office of Paul Hyl, Esq., Garden City
Elizabeth Forspan, Esq.
, Ronald Fatoullah & Associates, Great Neck

6:30 – 10:30 pm         
Cocktail Reception and Dinner at Ramsey Country Club, 105 Lakeside Drive, Ramsey, NJ
Transportation provided. Meet in hotel lobby at 6 pm.


7:30 am                      
Registration and Continental Breakfast with Exhibitors:  Foyer, Outside Salons E - H     

7:30 - 8:30 am            
Elder Law and Special Needs Section Committee Breakfast Meetings:  Garden State-Palisades-Gateway

7:30 - 8:30 am            
Friends of Bill W. Meeting: Salon C     

8:30 am – 4:05 pm    

8:30 - 8:45 am            
Opening Remarks
Moriah Adamo, Esq., Program Co-Chair  

8:45 - 9:35 am           
Maximizing Retirement Resources:  Making the Golden Years Shine.  
How maximizing retirement income (Social Security, IRAs, Qualified pension plans, annuities, and investments) impacts your client’s overall estate plan.  
Coordinating Taxes and Medicaid Eligibility.
“Maximizing” IRA Required Minimum Distributions for Internal Revenue Code purposes v. Medicaid Eligibility purposes.
Annuity Pay-Out Requirements - Contract v. Deficit Reduction Act.  
Beneficiary Designations- Roll Over, Stretch and the Complications of Designating a Trust.

Patricia Shevy, Esq., The Shevy Law Firm, LLC, Albany

9:35 - 10:25 am                
Experts Round TableWhat’s Old is New?
Updates on trends in the practice of Elder Law; acclimating to the needs of our clients in the aging society.  Seasoned practitioners discuss how Elder Law has evolved and adapted to the demands of changing clientele, technology, economics and diminution in wealth transfer, offering pearls and gems to enhance your practice.

Lee A. Hoffman, Jr., Esq., Hoffman & Keating, New City
Nancy Burner, Esq.
, Burner Law Group, East Setauket
Hyman G. Darling, Esq., Bacon Wilson, Springfield, MA

10:25 - 10:40 am        
Refreshment Break with Exhibitors

10:40 - 11:30 am        
Estate Planning in a Changing Tax Environment.
Gift and estate tax including relevance of the NYS cliff; capital gain tax v. estate tax; the effect of the changing tax environment on Grantor and Non-grantor trusts, and taxation of small service and non-service businesses.  

Deirdre R. Wheatley-Liss, Esq., Porzio, Bromberg & Newman, PC, Morristown, NJ

11:30 am - 12:30 pm
Who Decides? Medical Aid in Dying           
A balanced debate designed to raise awareness of the ethical and policy-driven issues involved in end of life decision making and to broaden our understanding of the impact it has on our elder and special needs client population.                       

Peter J. Strauss, Esq., Pierro Connor & Strauss, LLC, New York City
David C. Leven, Esq., End of Life Choices New York, New York City
Edward Mechmann Esq.
, Counsel to Archdioceses, New York City

12:35 - 2:00 pm          
Luncheon:  Salon A – D
Luncheon MCLE Session Starts at 1:05 pm
Sensitivity to Our Growing, Changing, and Diverse, Senior Population

Professor John Jacobi, Health Law & Policy Program, Seton Hall Law School, Newark, NJ  

2:05 - 3:00 pm            
Addressing Financial Abuse in Article 81 Guardianship Proceedings

The application of provisional remedies, revocation of advance directives, and turnover proceedings in Article 81 Guardianship actions. 

Danielle M. Visvader, Esq., Abrams, Fensterman, Fensterman, Eisman, Formato, Ferrara, Wolf & Carone, LLP, New Hyde Park

3:00 - 3:15 pm            
Refreshment Break with Exhibitors    

3:15 - 4:05 pm            
Managed Long Term Care Update 

Changes in State and Federal directives in the administration of the Managed Long Term Care landscape.

David Silva, Esq., Community Service Society of New York, New York City

Program Adjourns

 Exhibitor and Sponsorship Opportunities available: download Sponsorship Form.

Contact Catheryn Teeter, 518-487-5573 / cteeter@nysba.org for additional information.