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Event Details

Real Prop & Tax Issues for the Elder Law Atty | Live Webcast

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Date:
Thursday, March 01, 2018
Time:
10:00 AM - 11:30 AM Eastern Standard Time
Press Register button below for pricing.

NYSBA Member: $95

Real Property and Tax Issues for the Elder Law Attorney 

Program Description

This 1.5 hour program will cover the various planning strategies concerning the home and other real estate with an emphasis on the long term care benefits and tax implications.  The program will also address the impact any transfers or changes in ownership may have on governmental benefits the owner may be receiving. 

Who Should Attend

Attorneys in the general practice of law, elder law attorneys, and those interested in a basic knowledge of how to navigate common real property tax issues effecting elder law practitioners. 

Sponsored by the Committee on Continuing Legal Education and the Elder Law and Special Needs Section.

Live CLE Program & Webcast

Thursday, March 1, 2018 | 10:00 a.m. - 11:30 a.m. | New York State Bar Association, One Elk St., Albany, NY  Live & Webcast

 

1.5 MCLE Credits: 1.5 Areas of Professional Practice

NYSBA Member: $95 | Non-Member: $195

Section Member: $75

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Agenda Topics

  • Planning techniques in connection with real estate including when real property is an exempt asset for Medicaid purposes and potential exempt transfers of the 
    homestead
  • Compare/Contrast life estate deeds with a transfer of a home to an irrevocable trust with a particular emphasis on the tax implications of each
  • The use of the limited power of appointment and its impact for income, gift and estate tax purposes
  • Review of challenges created by real property encumbered by a mortgage
  • Discuss the use of liens to recover Medicaid benefits paid and how to avoid the same
  • Weigh carryover basis vs. stepped up basis
  • Examine issues surrounding the payment of expenses following transfer, subsequent sales of the property, and any concerns regarding homeowners’ insurance and title policies
  • Review the impact of transfer on various property tax exemptions and benefits, including the STAR exemption, VA benefits, HEAP and Agricultural exemptions

Overall Program Chair

Amy L. Earing, Esq., Lavelle & Finn, LLP, Latham

Program Faculty

Ann M. Sharpe, Esq., Cioffi, Slezak, Wildgrube P.C., Schenectady, NY

 


Newly Admitted Attorneys: To receive skills credit, newly admitted attorneys must take accredited transitional CLE courses in traditional live classroom settings that have been approved by the CLE Board for use by newly admitted attorneys.  For more information about the CLE Rules, please go to www.nycourts.gov/Attorneys/CLE.

Out of State Accreditation: 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.

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.

 

 

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To view the full list of Continuing Legal Education Programs, click here.

If you have any questions about this program, please contact staff attorney Sally Bratten. 

 

 

Additional Information: 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.
Address:
New York State Bar Association
One Elk Street
Albany, NY 12207
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