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

Monday, November 13, 2017 | New York City | 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 Co-Sponsors
Elder Law Section | Committee on Continuing Legal Education

NYSBA Members: $175 | Elder Law Section Members: $140  | Non-Members: $275

Agenda
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.
Ethics In The Elder Law Practice

(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

· Community vs. Institutional Care
· Income and asset thresholds for 2015
· Transfer of asset penalties
· Spousal Issues
· Right of Recovery/Liens
· Planning with Promissory Notes
· Rules regarding special assets such as loans and annuities
· Exempt transfers and other planning techniques
(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