Elder Law and Special Needs Section

  • Elderly Person Holding Hands
    Welcome to the Elder Law and Special Needs Section As an elder law and/or special needs attorney, you'll benefit from Section membership that keeps you up-to-date with important legislative developments, regulations and case laws impacting the elderly
  • Annual Report Rotating Slider
    Elder Law and Special Needs Section's Annual Report The 2014-15 NYSBA Annual Report is now available online. View a brief overview of the IP Law Section’s accomplishments, activities and events this past year. (click image to view)
  • Upcoming Events
    • Elder Law and Special Needs Section 2015 Fall Meeting - October 22 & 23

      Elder Law and Special Needs Section 2015 Fall Meeting
      October 22-23, 2015
      Gideon Putnam Resort & Spa
      Saratoga Springs, NY

      Register Online Now! 

      View Full Program and download the Registration Form

      Registration Fees:
      NYSBA & Elder Law and Special Needs Section Member: $375.00 
      NYSBA Member: $475.00 
      Non-NYSBA Member: $600.00 
      *Newly-Admitted Attorney (5 years or less): $250.00
      **First Time Attendee (NYSBA & Section member): $250.00

      * Newly-Admitted attorneys are not required to be a Section member to receive preferred rate.
      **Elder Law and Special Needs Section members who have not attended a Summer or Fall Section meeting since 2005.

      Special Discount: 20% off each successive section member of a single firm who attends. First attorney registration is full price, additional registrations will receive the 20% discount on
      attorney registration fee. Online registration not available, please complete Registration Form.

      - Thinking Outside the Box: Options for Asset Preservation with Beneficial Tax Consequences 
      - Powers of Attorney - Covering All Contingencies
      - Taxation Issues in Elder Law
      - Optimizing Medicaid Benefits to Keep Your Client in the Community
      And more!

      Earn up to 11.0 MCLE Credit
       This two-day program will provide you with a total of 10.0 credit hours in Professional Practice and 1.0 in Ethics. 
      This program is not transitional and is not suitable for MCLE credit for newly-admitted attorneys.

      Book your own hotel accommodations!
      Please call 866-746-1077 and reference the group code 9N60TU to receive the preferred rate of $155/night (plus applicable taxes). The hotel cut-off date is September 21st.

      Electronic Online Course Materials 
      Complete course materials are distributed via email to registered attendees in downloadable, digital PDF searchable format at least one week prior to the program date, providing flexibility in using these materials in their day-to-day practice. Printing the complete materials is not required for attending the program. 

      Interested in exhibiting or sponsoring at the fall meeting? Click here to view the sponsorship opportunities and exhibitor fees. 

      For more information please contact Kathy Heider at (518) 487-5500 email kheider@nysba.org

    • Basics of Elder Law - Nov Dec 2015


      Elder Law and Special Needs Section
      Committee on Continuing Legal Education

      7.0 MCLE Credits: 4.5 in Professional Practice; 1.5 in Skills; 1.0 in Ethics

      9:00 a.m. to 4:10 p.m.
      This full-day program is designed for attorneys who want to understand what elder law practice is all about, or who are looking for a quick refresher course on the basic knowledge needed to advise the elderly in New York. 

      The local faculties, comprised of experienced elder law attorneys, will deliver clear direction on issues a practitioner will likely encounter in this field. Ethical guidelines will be addressed, as well as ethical dilemmas that may be lurking below the surface in the course of an active elder law practice. Practitioners who attend this program will, at the very least, be able to help their clients by spotting the important issues; others will gain the necessary confidence to launch their elder law careers.

      Thursday, November 5, 2015 - Elmwood Country Club, 850 Dobbs Ferry Road, White Plains, NY

      Thursday, November 19, 2015 - Melville Marriott, 1350 Walt Whitman, Melville, L.I., NY

      Tuesday, December 1, 2015 (Live and Webcast) - New York Society of Security Analysts, 1540 Broadway, Suite 1010, New York, NY

      Tuesday, December 1, 2015 - Holiday Inn Rochester Airport, 911 Brooks Avenue, Rochester, NY

      Tuesday, December 8, 2015 - Holiday Inn Albany - Wolf Road, 205 Wolf Road, Albany, NY

      NYSBA Members $175
      Section Members $148.50
      Non-Members $275
      Student $45

    • Women on the Move 2015: Navigating a New Path

      NYSBA Member Early Registration Rate $95*

      Women on the Move 2015 | Navigating a New Path

      Sponsored by the Committee on Women in the Law, the Committee on Lawyers in Transition, the Law Practice Management Committee and the Continuing Legal Education Committee of the New York State Bar Association

      4.0 MCLE Credits including 1.0 Ethics

      Monday, October 26, 2015
      CLE Program: 1:00 p.m. - 5:00 p.m. | Reception: 5:00 p.m. - 7:00 p.m.
      Fort Orange Club | 110 Washington Avenue | Albany, NY
      The Women on the Move program is a Continuing Legal Education seminar focusing on an array of topics of particular interest to women attorneys.  This year’s program will be held in Albany, New York on Monday, October 26, 2015 at the Fort Orange Club and will feature a keynote address by Hon. Karen K. Peters, Presiding Justice, Appellate Division, Third Department and the Hon. Kathy M. Sheehan, Mayor of Albany, New York.
      Distinguished panelists and speakers will share their experiences and valuable insights on topics such as hiring trends in the public and private sector, negotiating your worth, forming partnerships and ethical considerations for transitioning attorneys.  The program will carry 4.0 MCLE credits (1.0 Ethics, 3.0 Law Practice Management)
      Program Chairs
      Linda A. Redlisky, Esq., Rafferty & Redlisky, LLP, Pelham, NY
      Debra Vey Voda-Hamilton, Esq., Hamilton Law and Mediation, PLLC, Armonk, NY

      Keynote Address given by:


      Karen K. Peters

      Presiding Justice
      NY Supreme Court
      Appellate Division
      Third Department


       Kathy M. Sheehan

       Albany, New York

      Hon. Karen K. Peters, Presiding Justice, Appellate Division, Third Department  
      - Became the first woman to be Presiding Justice of the Third Department
      - Began her legal career in private practice, later serving as an Asst. DA in Dutchess County
      - From 1979 to 1983, was counsel to the State Division of Alcoholism and Alcohol Abuse
      - Became the director of the State Assembly Government Operations Committee in 1983
      - A former assistant professor at the State University of New York at New Paltz
      - Judicial career began with her election to the Ulster County Family Court in 1983
      - In 1992, became the first woman elected to the Supreme Court in the Third Department 
      - Served as a member of the Commission on Judicial Conduct from 2000 to 2012

      Hon. Kathy M. Sheehan, Mayor of the City of Albany, New York
      - Became Mayor of the City of Albany on January 1, 2014
      - Became Albany’s Treasurer and Chief Fiscal Officer in 2010
      - Implemented changes to improve the City’s fiscal policies and overhauling the City’s parking ticket system
      - Founding member of the Albany Promise, a coalition of community members, educators, service providers and business leaders working to ensure that every child in Albany succeeds academically
      - After a five-year career in communications, attended Albany Law School on an academic scholarship, graduating magna cum laude in 1994



      12:30 p.m.                                Registration
      1:00 p.m. – 1:10 p.m.                Welcome Remarks
      Claire P. Gutekunst, Esq., NYSBA President-elect
                                                      Debra Vey Voda-Hamilton, Esq., Co-Chair, Women on the Move

      1:10 p.m. – 2:00 p.m.                Keynote Presentation | Navigating a New Path
      Hon. Karen K. Peters, Presiding Justice, Appellate Division, Third Department
                                                      Hon. Kathy M. Sheehan, Mayor of the City of Albany
                                                      (1.0 MCLE Credit)
      2:00 p.m. – 2:50 p.m.                Ethical Considerations for Transitioning Attorneys   
                                                      Karl Sleight, Esq., Member, Harris Beach, PLLC
                                                      (1.0 MCLE Credit in Ethics)
      2:50 p.m. – 3:00 p.m.                Break
      3:00 p.m. – 3:50 p.m.                Your New Path | Partnerships and Practical Skills
      Moderated Panel Discussion  
      Hon. Ann C. Crowell, Justice, NYS Supreme Court, 4th Judicial District
      Linda Johnson, Esq., President, Capital District Women's Bar Association
      Sarah Gold, Esq., Gold Law Firm
      Morghan L. Richardson, Esq., Richardson Legal PLLC
      Linda Redlisky, Esq., Moderator, Co-Chair, Women on the Move
      (1.0 MCLE Credit)
      3:50 p.m. – 5:00 p.m.                Capitalizing on Your Strengths & Strategies forTransition  
                                                      Moderated Panel Discussion
      Hon. Ann C. Crowell Justice, NYS Supreme Court, 4th Judicial District    
                                                      Hon. Helena Heath, Albany City Court Judge
                                                      Dean Alicia Ouelette, Albany Law School
                                                      Asst. Dean Kim Wolf-Price, Syracuse University College of Law
                                                      Morghan L. Richardson, Esq., Richardson Legal PLLC
                                                      Debra Hamilton, Esq. & Linda Redlisky, Esq., Moderators
                                                      (1.0 MCLE Credit)
      5:00 p.m. – 7:00 p.m.                Networking Reception with Section Co-Sponsors


      Networking Reception | 5:00 p.m. - 7:00 p.m.
      Welcoming Remarks by David P. Miranda, NYSBA President
      Co-Sponsoring Sections
      This program has also been approved for MCLE credit by the State Bar of California, the Pennsylvania Continuing Legal Education Board and the Board of Continuing Legal Education of the State of New Jersey.  If you require MCLE credit in other states, we can provide you a Uniform MCLE Form.
      If you have questions about this event, please contact Katherine Suchocki, LPM Director at ksuchocki@nysba.org or Simone Smith at ssmith@nysba.org
      To register by phone, please call 1-800-582-2452.
      Special Member Pre-Registration Rate $95*
      Program fee includes refreshments and cocktail reception.
      *Valid through September 30, 2015.  Register early to guarantee your seat at the program. Non-member Registration fee is $250
      Note: Registration fees increase 10 days prior to program.


    • December 16 Aid in Dying

      Aid in Dying: A Terminally Ill Patient's Right to Choose and What Practitioners Need to Know

      Wednesday, December 16, 2015
      9:00 p.m. to 4:00 p.m.

      New York Society of Security Analysts
      1540 Broadway, Suite 1010 | 
      New York, NY 10036 

      6.5 MCLE Credits: 5.5 Professional Practice; 1.0 Ethics

      Topics to be Covered Include:

      • History and Context
      • Myers et al v. Schneiderman
      • New York State Legislative Proposals & the Patient Self Determination Act
      • Ethics and the Right to Die
      • Panel Discussion: Case Studies and Issues for Counsel

      Program Co-Sponsors:

      • Health Law Section
      • Elder Law and Special Needs Section
      • Trusts and Estates Law Section
      • Committee on Continuing Legal Education
      • Bioethical Issues Committee and the Health Law Committee, New York City Bar Association*

      *As program co-sponsors, we're happy to offer New York City Bar Association Bioethical Issues Committee and the Health Law Committee Members the NYSBA Member Rate!  To register, please call the NYSBA Member Resource Center at 800-582-2452 with your NYC Bar ID. 

      NYSBA Member $175
      Sponsoring NYSBA Section Member $148.75
      Non-Member $275

      Note: Registration fees increase 10 days prior to program.

      Not Able to Attend in Person?    
      A Live Webcast Option is Available. (Note: Newly admitted attorneys (less than 24 months) must attend the program in person to receive New York MCLE credit.)

      Click for additional information or to register online.

    • Elder Law and Special Needs Section 2016 Summer Meeting - July 21-23

      Elder Law and Special Needs Section 2016 Summer Meeting
      July 21-23, 2016
      The Logan Hotel
      Philadelphia, PA

      Registration and Hotel information to follow.

  • Elder and Special Needs Law Journal


    The Elder and Special Needs Law Journal (formerly the Elder Law Attorney) features peer-written substantive articles relating to the practice of elder law on such topics as long-term care, Article 81, advance directives, Medicaid, SNTs, guardianship, Social Security, tax issues, and estate planning. Edited by Tara Anne Pleat, Esq., and Judith Nolfo McKenna, Esq., the Elder and Special Needs Law Journal is published quarterly by the Elder Law and Special Needs Section and distributed to Section members free of charge.

    Read Now>

  • Status of Pending Legislation

    Elder Law and Special Needs Section

    Status of Pending Legislation