Elder Law and Special Needs Section Summer 2023 Meeting

Thursday, July 20

9:00 a.m. – 6:00 p.m.         Exhibitors | Ballroom Foyer

9:00 a.m.– 10:00 a.m.        Executive Officer’s Meeting | Conference Room

10:15 a.m.– 12:45 p.m.      Executive Committee Meeting and Lunch | Mount Vernon Room

12:30 p.m.- 1:00 p.m.        CLE Program Registration | Ballroom Foyer

1:00 p.m. – 5:30 p.m.         GENERAL SESSION | Ballroom South

1:00 p.m. – 1:15 p.m.         Welcoming Remarks

Fern Finkel, Esq., Fern Finkel & Associates, PLLC

Elder Law and Special Needs Section Chair

                                            Program Introduction

Tammy R. Lawlor, Esq., Miller and Milone, P.C.

Program Co-Chair & Secretary for the Elder Law and Special Needs Section

Richard A. Marchese, Esq., Woods Oviatt Gilman LLP

Program Co-Chair & Elder Law and Special Needs Section Vice Chair

1:15 p.m. – 2:30 p.m.         1.1 Elder Law Update

1.5 MCLE Credits in Areas of Professional Practice

Speaker: Britt Burner, Esq., Burner Law Group

Elder Law and Special Needs Section Chair Elect

2:30 p.m.– 3:40 p.m.          1.2 Estates 101 Game Show

1.5 MCLE Credit in Areas of Professional Practice

Speaker: Sal DiCostanzo, Esq., Maker, Fragale & DiCostanzo, LLP

Elder Law and Special Needs Section Financial Officer

3:40 p.m. – 4:30 p.m.         1.3 Will Contests and 1404 Hearings

1.0 MCLE Credit in Areas of Professional Practice

Speaker: Gordon Dickens, Esq., Woods Oviatt Gilman LLP

4:30 p.m. – 5:30 p.m.         1.4 Palliative Care and End of Life Decision Making

1.0 MCLE Credit in Areas of Professional Practice

Speaker: Mary Beth Quaranta Morrissey, Esq., Yeshiva University Wurzweiler School of Social Work (Health Law Section Chair-Elect)

5:45 p.m. – 8:00 p.m.         Cocktail Hour and Refreshments

                                   The Logan Hotel | Courtyard

                                            *Pre-Registration is required to attend

7:15 p.m.                             Executive Officer and Speaker’s Dinner

The Pyramid Club, 1735 Market St, Mellon Bank Center, 52nd Floor, Philadelphia, PA 19103

*Open to section officers and CLE Program Faculty Members Only

Friday, July 21^st

8:00 a.m. – 9:00 a.m.         Committee Breakfast Meetings | Mount Vernon Room & Foyer

8:00 a.m. – 9:00 a.m.         Continental Breakfast with Exhibitors | Mount Vernon Foyer

8:30 a.m. – 9:00 a.m.         CLE Program Registration | Ballroom Foyer

9:00 a.m. – 12:30 p.m.       GENERAL SESSION | Ballroom

9:00 a.m. – 9:15 a.m.         Welcoming Remarks & Introduction

Tammy R. Lawlor, Esq., Miller and Milone, P.C.

Program Co-Chair & Elder Law and Special Needs Section Secretary

Rick Marchese, Esq., Woods Oviatt Gilman LLP

Program Co-Chair & Elder Law and Special Needs Section Vice Chair

9:15 a.m. – 9:40 a.m.         2.1 Recent Developments in the Notary Public Law: “Wet Ink” Notarization, Record Keeping, Notary Liability and Attorney Discipline

0.5 MCLE Credit in Areas of Professional Practice

Speakers:      David Goldfarb, Esq., Grimaldi & Yeung LLP

9:40 a.m. – 10:30 a.m.       2.2 Building a Practice/Practice Management: From Different Practice Perspectives | 1.0 MCLE Credits in Law Practice Management

Moderator:    Tammy Lawlor, Esq., Miller and Milone, P.C.

Program Co-Chair & Elder Law and Special Needs Section Secretary

Speakers:      Moriah Adamo, Esq, Abrams Fensterman, LLP

Christopher Bray, Esq., Rheinhardt & Bray, PC

Judith Grimaldi, Esq., Grimaldi Yeung Law Group

Miles Zatkowsky, Esq., Dutcher & Zatkowsky

10:30 a.m. – 11:40 a.m.     2.3 Will Drafting: Basics Through Creative Drafting

1.5 MCLE Credits in Skills

Speaker:        Miles P. Zatkowsky, Esq., Dutcher and Zatkowsky

11:40 a.m. – 12:30 p.m.      2.4 Use of Guardianships when Seniors are Victims of Scams

1.0 Credit in Skills

Speaker:        Sara Meyers, Esq., Enea, Scanlan & Sirignano, LLP, White Plains

Cultural Events (Optional):

2:00 p.m.                            Independence Hall National Park | Visitor Center at 6^th & Market Streets

        Join us for a National Park Service guided tour of Independence Hall.

Tours at 2 p.m.

                                Limited tickets available.

Preregistration required.

2:00 p.m.                             The Barnes Collection | 320 North 20^th Street/2025 Benjamin Franklin Parkway

                                            Our visit begins with a 30 minute intro to the collection and Dr. Barne’s unique perspective on displaying art; then immerse yourself in one of the greatest private collection of post-impressionist and early-modern art in existence. Explore more than 3,000 masterpieces, including 181 Renoirs, 69 Cezannes, 59 Matisses, 46 Picassos, 16 Modiglianis, and 7 Van Goghs, plus textiles, metalwork, decorative objects, African sculpture, Native American ceramics and jewelry, and Pennsylvania German furniture. Museum is a five-minute walk from The Logan, across from the Franklin Institute.

Admission $25.

Preregistration required. 

2:00 p.m. – 5:00 p.m.         The Franklin Institute Museum | 222 North 20^th Street/Benjamin Franklin Parkway. 

A short walk from the hotel, Pennsylvania’s most visited museum, the Franklin Institute has plenty to make Ben proud, including a 3D theater, indoor SkyBike, giant walk-through heart and four floors of interactive exhibits.

Option 1: 2:00 p.m. – 5:00 p.m. (no timeslot required)

General Admission (Includes Museum Admission and access to the Fels Planetarium).

Pricing: Adult $25 | Child (Age 3-11) $21 | Senior (65+) $23

*Tickets can only be purchased directly with The Franklin Institute. Purchasing your tickets in advance is strongly recommended. 

Option 2: 3:30 p.m. – 4:00 p.m.

The Franklin Institute Museum Daytime Admission: Disney100: The Exhibition + Museum Access

(Includes a timed ticket for Disney100: The Exhibition plus access to all Franklin Institute permanent exhibits and a Fels Planetarium show).

Pricing: Adult (Age 12+) $45 | Child (Age 3-11) $41 | Senior (65+) $43

*Tickets can only be purchased directly with The Franklin Institute.

This exhibit is expected to sell out fast.

Please be sure to purchase your tickets as soon as possible for the 3:30 p.m. timeslot to ensure you can tour the exhibit alongside your ELSN peers. 

6:00 p.m. – 8:00 p.m.         Cocktail Hour and Dinner

                                   Harper’s Garden, 31 South 18th Street, Philadelphia, PA 19103

                                            *Preregistration is Required

Saturday, July 22^nd 

8:00 a.m. – 9:30 a.m.         Continental Breakfast with Exhibitors | Ballroom Foyer

8:15 a.m. – 8:45 a.m.         CLE Program Registration | Ballroom Foyer 

8:45 a.m. – 11:45 a.m.       GENERAL SESSION | Ballroom

8:45 a.m. – 8:55 a.m.         Introductory Remarks

Tammy R. Lawlor, Esq., Miller and Milone, P.C.

Program Co-Chair & Elder Law and Special Needs Section Secretary

Rick Marchese, Esq., Rick Marchese, Esq., Woods Oviatt Gilman LLP Program Co-Chair & Elder Law and Special Needs Section Vice Chair

9:00 a.m. – 10:15 a.m.       3.1 Department of Social Services Medicaid Panel Presentation

1.5 MCLE Credits in Areas of Professional Practice

Moderator:    Rick Marchese, Esq., Woods Oviatt Gilman LLP (Program Co-Chair & Elder Law and Special Needs Section Vice Chair)

Speakers:      (HRA, Monroe, Ontario, Suffolk)

10:15 a.m. – 10:20 a.m.     Refreshment Break with Exhibitors 

10:20 a.m. – 11:10 a.m.     3.2 Challenges Faced by Students with Disabilities Post-COVID

1.0 MCLE Credit in Areas of Professional Practice

Speaker:        Adrienne Arkontaky, Esq., Cuddy Law Firm, PLLC

11:10 a.m. – 12:00 p.m.     3.3 Ethics in Law from a Cinema Perspective | 1.0 MCLE Credit in Ethics

Speaker:        Moriah Adamo, Esq., Abrams Fensterman, LLP

12:00 p.m.                           Meeting Adjourns