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
  • AM17 Register Soon Slider
    Elder Law and Special Needs Section Annual Meeting January 24, 2017
  • Upcoming Events
    • Elder Law & Special Needs Section Meeting

      Register Here or Download The Registration Form Here.

      Executive Committee Meeting
      10:00–12:15 p.m.  
      Gramercy, 2nd Floor 

      Committee Meetings
      12:15–1:15 p.m.
      Sutton Center, 2nd Floor

      MCLE Program
      1:30–5:45 p.m.
      Gramercy & Murray Hill

      Cocktail Reception (Offsite)
      Cocktail Reception Being Sponsored by CaringKind and RDM Financial Group
      Warwick New York Hotel, 65 West 54th Street
      6:00– 8:00 p.m.

      SECTION CHAIR
      David Goldfarb, Esq., Goldfarb Abrandt Salzman & Kutzin LLP, New York City

      PROGRAM CO-CHAIRS
      James R. Barnes, Esq.,
       Burke & Casserly, P.C., Albany, NY
      Salvatore M. Di Costanzo, Esq., Maker, Fragale & Di Costanzo, LLP, Rye, NY

      1:30– 2:00 p.m. 
      Business Meeting, Elections, Section Awards, Introduction of Program
      Section Chair
      David Goldfarb, Esq., Goldfarb Abrandt Salzman & Kutzin LLP, New York City

      Program Co-Chairs
      James R. Barnes, Esq., Burke & Casserly, P.C., Albany, NY
      Salvatore M. Di Costanzo, Esq., Maker, Fragale & Di Costanzo, LLP, Rye, NY

      Section Awards
      JulieAnn Calareso, Esq., Immediate Past Section Chair, Burke & Casserly, P.C., Albany, NY

      2:00– 3:45 p.m.
      2017 Update (2.0 credits in Areas of Professional Practice)
      Speakers:
      Richard A. Marchese, Esq., Woods Oviatt Gilman LLP, Rochester, NY: Medicaid Update
      Fern J. Finkel, Esq., Finkel & Fernandez LLP, Brooklyn, NY: Guardianship Update
      David R. Okrent, Esq., The Law Offices of David R. Okrent, Dix Hills, NY: Tax Update

      3:45– 4:00 p.m.
      Refreshment Break

      4:00– 4:50 p.m.
      Annuities: Medicaid Treatment, Tax Considerations and Appropriateness as an Investment (1.0 credits in Areas of Professional Practice)
      Speakers:
      Richard A. Weinblatt, Esq., Haley Weinblatt & Calcagni, LLP, Islandia, NY
      Bruce L. Birnbaum, JD, LLM, CLTC, Birnbaum Advisory, Melville, NY
      David J. DePinto, Esq., DePinto Law LLP, Smithtown, NY

      4:50– 5:40 p.m.
      IRAs, Beneficiary Designations, Medicaid Planning Considerations with Focus on SNTs (1.0 credits in Areas of Professional Practice)
      Speaker:
      Amy J. Guss, Esq., Satterlee Stephens Burke & Burke LLP, New York City 

      6:00-8:00 p.m. 
      Cocktail Reception (OFFSITE)
      Cocktail Reception Being Sponsored by CaringKind and RDM Financial Group
      Warwick New York Hotel, 65 West 54th Street
       

      IMPORTANT INFORMATION
      Under New York’s MCLE rule, this program has been approved for a total of 4.0 credit hours in Areas of Professional Practice. This program will NOT qualify for credit for newly-admitted attorneys because it is not a basic practical skills program. 

      Discounts and Scholarships: New York State Bar Association members and non-members may apply for a discount or scholarship to attend this program, based on financial hardship. This discount applies to the educational portion of the program only. Under this policy, any member of our Association or non-member who has a genuine basis for their hardship, if approved, can receive a discount or scholarship, depending on the circumstances. Request for discounts or scholarships must be received prior to January 13th, 2017. For more details, please contact Lori Nicoll in writing at New York State Bar Association, One Elk Street, Albany, New York 12207 or lnicoll@nysba.org.

      Accommodations for Persons with Disabilities:  NYSBA welcomes participation by individuals with disabilities. NYSBA is committed to complying with all applicable laws that prohibit discrimination against individuals on the basis of disability in the full and equal enjoyment of its goods, services, programs, activities, facilities, privileges, advantages, or accommodations. To request auxiliary aids or services or if you have any questions regarding accessibility, please contact Lori Nicoll at 518-487-5563.

      For overnight room accommodations, please call the New York Hilton Midtown at 1-800-445-8667 and identify yourself as a member of the New York State Bar Association. Room rates are $260.00 per night plus taxes for single and double occupancy.  Reservations must be made by Friday, December 16, 2016. You also can reserve your overnight room on the web at www.nysba.org/am17accomm

      For questions about this specific program, please contact Lori Nicoll at 518-487-5563. For registration questions only, please call the Member Resource Center at 800-582-2452. Fax registration form to 518-463-5993.

    • Elder Law & Special Needs Offsite Reception

      Register Here or Download The Registration Form Here. 

      Cocktail Reception 
      Warwick New York
      65 West 54th Street
      6:00 p.m. - 8:00 p.m.
      Murals 54 Room

  • Elder and Special Needs Law Journal

    VIEW THE LATEST 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