Elder Law & Special Needs Section Meeting

Tuesday, January 15, 2019
1:30 PM - 6:30 PM
Total MCLE Credits: 5.00 (Professional Practice 4.00, Ethics 1.00)
Trianon Ballroom, 3rd Floor


Keeping Current in the Practice of Elder Law and Special Needs Planning

1:30 p.m. – 2:00 p.m. Welcoming Remarks, Business Meeting and Awards
Judith D. Grimaldi, Esq., Section Chair
Grimaldi & Yeung, LLP
Brooklyn, NY

Christopher R. Bray, Esq., Program Co-Chair
Rheinhardt & Bray, PC
Ilion, NY

Joan L. Robert, Esq., Program Co-Chair
Kassoff, Robert & Lerner LLP
Rockville Centre, NY

2:00 p.m. – 2:50 p.m. Annual Elder Law Update (1.0 Credit in Areas of Professional Practice)
• New York State and National Legislation
• Case Law Updates
• Directives Affecting the Practice of Elder Law

Louis W. Pierro, Esq. 
Pierro, Connor & Strauss, LLC
Latham, NY

2:50 p.m. – 3:15 p.m. Veteran’s Benefits Update (0.5 Credits in Areas of Professional Practice)
Changes in Qualifying for Veteran’s Benefits

Felicia Pasculli, Esq.
Futterman, Lanza & Pasculli, LLP
Bay Shore, NY

3:15 p.m. – 4:05 p.m. Lawyer as Employer (1.0 Credit in Areas of Professional Practice)
• Rules concerning hiring and firing employees
• Paying overtime, sick days,
• Rules regarding hours and compensation

Domenique Camacho Moran, Esq. 

Farrell Fritz PC
Uniondale, NY

4:05 p.m. – 4:25 p.m. Break

4:25 p.m. – 5:40 p.m. Judicial Panel - Article 81 Judges (1.5 Credit in Areas of Professional Practice)
• What are the most common mistakes made by attorneys for petitioners, court evaluators and attorneys for Alleged Incapacitated Persons?
• Budgets and final accountings
• Supplemental Needs Trusts

Ira Salzman, Esq

Goldfarb, Abrandt, Salzman & Kutzin, LLC
New York, NY

Hon. Arthur M. Diamond

New York State Supreme Court
Mineola, NY

Hon. David H. Guy
Broome County Surrogate’s Court
Binghamton, NY

Hon. Tanya R. Kennedy
NYS Supreme Court
New York, NY

Hon. Bernice D. Siegal
Supreme Court, Queens County
Jamaica, NY

5:40 p.m. – 6:30 p.m. Ethical Considerations in the Special Needs Practice: Unique Challenges in Representing the Trustee and Beneficiary (1.0 Credit in Ethics)
How to apply the ethical rules when advising both a trustee and trust beneficiary

Edward V. Wilcenski, Esq. 

Wilcenski & Pleat PLLC
Clifton Park, NY