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Event Details

Basics of Elder Law & Special Needs Pract NYC Live & Webcast

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Monday, November 13, 2017
9:00 AM - 4:30 PM Eastern Standard Time
Press Register button below for pricing.
Basics of Elder Law and Special Needs Practice
9:00 a.m. - 4:30 p.m.
7.5 MCLE Credits: 6.5 Professional Practice; 1.0 Ethics
NYSBA Members: $175 | Elder Law & Special Needs Section Member: $140 | Non-Member: $275
Monday, November 13, 2017 | New York City Live & Webcast | New York Society of Security Analysts
1540 Broadway, Suite 1010 | New York, NY
Monday, November 13, 2017 | Syracuse | Sheraton Syracuse University Hotel
801 University Avenue | Syracuse
Tuesday, November 14, 2017 | Melville | Melville Marriott
1350 Walt Whitman Road | Melville
Tuesday, November 14, 2017 | Westchester | Westchester Marriott
670 White Plains Road, Tarrytown
Thursday, November 16, 2017 | Albany | New York State Bar Association
One Elk Street, Albany
Program Description 
This introductory program will provide attendees with a foundational understanding of the major issues confronted in an elder law and special needs practice.  Designed as a basics course, the program will cover the fundamentals of document drafting, Medicare and Medicaid eligibility, and special needs issues.  The program will provide attendees with a basic foundation in elder law and special needs practice preparing them to attend intermediate and eventually advanced-level classes and sustaining their growth as elder law and special needs practitioners.
8:30 a.m. - 8:50 a.m. Program Registration
8:50 a.m. - 9:00 a.m. Introductory Remarks
9:00 a.m. - 9:50 a.m.
Advanced Directives
·        Health Care Proxy, Living Wills, and the Family Health Care Decisions Act
·        Medical Orders including DNR and MOLST forms
·        Powers of Attorney including drafting issues, modifications and provisions crucial in Medicaid planning
(1.0 MCLE credit – professional practice)
9:50 a.m. - 10:15 a.m.
Medicare, Medigap and Long Term Care Insurance
·        Medicare including  premium rates, deductibles and coinsurance, limitations on coverage, applying for benefits and challenging denials
·        Observation Status
·        Medigap policies and how to counsel your clients on evaluating them
·        Basics of Long Term Care Insurance, including Partnership policies, traditional policies and new hybrid plans
(0.5 MCLE credit – professional practice)
10:15 a.m. - 11:05 a.m.
In Your Client's Best Interest - Ethical Considerations 
-         Relevant Rules of Professional Conduct
-         Avoiding Conflicts of Interest and Applying the Canons of Professional Conduct
-         Clients with Diminishing Capacity 
-         Attorney's Fees
-         Lawyer Liability
(1.0 MCLE credit – ethics)
11:05 a.m. - 11:20 a.m. Break
11:20 a.m. - 12:35 p.m.
Medicaid – Part I
·        Income and Asset Levels
·        The Look Back Period and Transfer of Asset Penalties
·        Spousal Issues
·        Planning with Promissory Notes
·        Rules regarding special assets such as loans and annuities
·        Exempt transfers and other planning techniques
·        Right of Recovery/Liens
(1.5 MCLE credit – professional practice)
12:35 p.m. - 1:35 p.m. Lunch
1:35 p.m. - 2:50 p.m.
Medicaid – Part II
·        Overview of Community Medicaid services and application process
·        Managed long term care enrollment and issues
·        Use of the pooled income trust
(1.5 MCLE credit – professional practice)
2:50 p.m. - 3:40 p.m.
Estate Planning for Individuals with Special Needs and Their Families
·        Introduction to Public Benefits and the Service Delivery System, including Medicaid/SSI and Medicare/SSD/DAC
·        Third Party Supplemental Needs Trusts - Escher trusts and their establishment
·        First Party Supplemental Needs Trusts - Establishment and their oversight by Benefit Agencies
·        The ABLE Act and its impact on SNTs
(1.0 MCLE credit – professional practice)
3:40 p.m. - 4:30 p.m.
Program Potpourri – Everything Else
·        Hospital admission and discharge, effect of “observation” status
·        Nursing home admission agreements and discharge rules
·        Assisted living, CCRCs, housing resources
·        Elder abuse
(1.0 MCLE credit – professional practice)
4:30 p.m. Adjournment


Program Faculty

Overall Planning Co-Chairs
JulieAnn Calareso, Esq., The Shevy Law Firm, PLLC, Albany
David Goldfarb, Esq., Goldfarb Abrandt Salzman & Kutzin LLP, New York City

Local Faculty

New York City Session
Chair and Moderator: Naomi Levin, Esq.,
Grimaldi & Yeung LLP, New York City

Syracuse Session
Chair and Moderator: Joseph A. Greenman, Esq.,
Bond, Schoeneck & King, PLLC, Syracuse

Long Island Session
Chair and Moderator: Richard A. Weinblatt, Esq.,
Haley Weinblatt & Calcagni, LLP, Islandia

Westchester Session
Chair and Moderator: Moira Schneider Laidlaw, Esq.,
Shamberg Marwell Hollis Andreycak & Laidlaw, P.C., Mount Kisco

Albany Session
Chair and Moderator: JulieAnn Calareso, Esq.,
The Shevy Law Firm, PLLC, Albany

Additional Information: This program provides TRANSITIONAL credit to all attorneys. For information about New York MCLE requirements, visit www.nycourts.gov/attorneys/CLE IMPORTANT NOTICE--PARTIAL CREDIT FOR PROGRAM SEGMENTS NOT ALLOWED: Under the New York State Continuing Legal Education Board Regulations and Guidelines, attendees at CLE programs cannot get MCLE credit for a program segment (typically, a lecture or panel, of which there are usually several in a program) unless they are present for the entire segment. Those who arrive late, depart early, or are absent for any portion of the segment WILL NOT receive credit for that program segment.
New York Society of Security Analysts
1540 Broadway
New York, NY 10036
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