Elder Law and Special Needs Section Summer Meeting 2024

Elder Law and Special Needs Section 2024 Summer Meeting

Montreal Marriott Chateau Champlain | Montréal, Canada

Program Chairs

Deborah S. Ball, Esq., Law Offices of Deborah S. Ball, NYC

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

 

Elder Law and Special Needs Section Chair

Britt N. Burner, Esq., Burner Prudenti Law, P.C., NYC

 

Day 1: Thursday, July 11, 2024

 

9:00 a.m. – 5:00 p.m.          Exhibitors
Champlain Room

 

9:00 a.m.– 10:00 a.m.         Executive Officer’s Meeting and Breakfast

(Section Leaders Only)

Samuel C

 

10:15 a.m.– 12:45 p.m.       Executive Committee Meeting and Lunch

Tidan / Rez-de-chaussee

*Remote Option Available

 

12:30 p.m. – 1:00 p.m.        CLE Program Registration

                                                Foyer Chateau

 

1:00 p.m. – 5:00 p.m.          CLE Programing/General Session

Champlain Ballroom

 

4.0 MCLE Credits:

2.0 Areas of Professional Practice, 2.0 Skills

 

1:00 p.m. – 1:10 p.m.          Program Introduction
Elder Law and Special Needs Section Chair

Britt N. Burner, Esq., Burner Prudenti Law, P.C., NYC

 

1:10 p.m. – 2:00 p.m.          I. Elder Law Update

 

• Medicaid (home care, CDPAP)
• Transfer on Death Deeds
• Guardianship, Estate litigation cases

 

Speaker:
Tammy Lawlor, Esq., Miller & Milone, P.C., Garden City

 

• MCLE Credit in Areas of Professional Practice

 

2:00 p.m. – 2:50 p.m.          II. Duty of Care: What To Expect from MLTCs and Nursing Homes to Keep Consumers and Residents Safe

 

• Statutes & regulations, Case Law
• Obligations of MTLCs and Skilled Nursing Facilities to consumers and residents
• Advocacy Tips

 

Speaker:
John Dalli, Esq., Dalli & Marino LLP, Mineola

 

• MCLE Credit in Areas of Professional Practice

 

2:50 p.m. – 3:10 p.m.          Refreshment Break

                                                Champlain Room

 

3:10 p.m. – 4:00 p.m.          III. Community/Home Care Medicaid

The Soup to Nuts Filing of a Medicaid Application

 

• Compiling an Application – What is needed?
• What goes into application?
• When to apply for pooled trust?
• When to submit disability applications
• Immediate need, Reimbursement
• Post-filing advocacy

 

Speaker:
Brittni Sullivan, Esq., Burner Prudenti Law, P.C., East Setauket

 

• MCLE Credit in Skills

 

4:00 p.m. – 4:50 p.m.          IV. The Medicaid Trust Has Been Executed, What Next? Post-Execution Medicaid Strategies

 

• Invasion of trusts if a person needs nursing home care within the 5 year look back
• Spinkling provisions
• Revocation
• Submission of older trusts: How to amend a trust for Medicaid acceptance.

 

Speaker:
Richard A. Marchese, Jr., Esq., Woods Oviatt Gilman LLP, Rochester

 

1.0 MCLE Credit in Skills

 

5:30 p.m. – 7:00 p.m.          Welcome Cocktail Hour and Refreshments

Onsite at Marriott Chateau Champlain

Champlain Room
Cost is included with conference registration
* You must RSVP for this event as part of your conference registration. 

The Deadline to register is Friday, July 5th.

 

Dinner on Own

 

7:30 p.m.                             Executive Officer & Speaker’s Dinner

Program faculty & sections leaders only.

Offsite at Hiatus (tentative)

 

Day 2: Friday, July 12, 2024

8:00 a.m. – 9:00 a.m.          Committee Breakfast Meetings

Breakfast with Exhibitors

Samuel C/Chateau Floor

 

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

                                                Foyer Chateau

 

9:00 a.m. – 1:30 p.m.          CLE Programing/General Session

Champlain Ballroom

4.0 MCLE Credits:
2.0 in Areas of Professional Practice, 2.0 in Skills  

 

9:00 a.m.– 9:10 a.m.            Introduction

 

9:10 a.m. – 10:00 a.m.        I. Trial Advocacy Skills and Rules of Evidence in a MHL Article 81 Guardianships

 

• Objections
• Opening and Closing Statements
• Burden of Proof
• Cross Petitions

 

Speaker:
Linda A. Redlisky, Esq., Rafferty & Redlisky, LLP, Pelham

 

1.0 MCLE Credit in Skills

 

10:00 a.m. – 10:50 a.m.       II. The MHL Article 81 Hearing Date is Scheduled, What’s Next? How To Prepare

 

• Preparing witnesses
• Meeting with the court evaluator
• Appearing at the Hearing

 

Speakers:
Deborah S. Ball, Law Offices of Deborah S. Ball, NYC

Edmond Wong, Law Secretary to the Honorable Justice Evelyn Gong, Queens Supreme Court

 

1.0 MCLE Credit in Skills

 

10:50 a.m. – 11:10 a.m.      Refreshment Break

                                                Foyer Chateau

 

11:10 a.m. – 12:00 p.m.     III. The Recovery of Assets in MHL Article 81 Guardianships and Estates

 

• Turnover and Discovery proceedings
• Timing
• Involving law enforcement

 

• MCLE Credit in Areas of Professional Practice

 

Speaker:

Joseph M. Accetta, Court Attorney / Referee, Supreme Court Westchester County, Adult Guardianship Part

 

12:00 p.m. – 12:50 p.m.      IV. A Simulated Guardianship Hearing

 

• Fact pattern
• Trial advocacy tips
• What to expect in Court

 

Panel: TBD

 

1.0 MCLE Credit in Areas of Professional Practice

 

12:50 p.m. – 6:00 p.m.        Lunch (on own)

Cultural/Social Events

 

6:00 p.m.– 7:00 p.m.           Cocktail Hour

7:00 p.m. – 9:00 p.m.          Dinner

Vargas Steak and Sushi

690 René-Lévesque Ouest

Montréal, Québec, H3B 1X8

Cost is included with conference registration
* You must RSVP for this event as part of your conference registration. 

The Deadline to register is Friday, July 5th.

 

Day 3: Saturday, July 13, 2024

 

8:00 a.m. – 9:00 a.m.           Breakfast with Exhibitors

Champlain Room/Samual AB

 

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

                                                Foyer Chateau

 

9:00 a.m. – 12:30 p.m.        CLE Programing/General Session

Champlain Ballroom

 

4.5 MCLE Credits:

3.0 MCLE Credits in Areas of Professional Practice, 1.5 Skills

 

9:00 a.m. – 9:10 a.m.          Introduction

 

9:10 a.m.– 10:25 a.m.         I. How To Terminate an Estate Planning/Elder Law Client or a Potential Client

 

• When does your malpractice clock stop ticking?
• Termination letters
• File retention
• Returning files

 

Speaker:
Lauren C. Enea, Esq., Enea, Scanlan & Sirignano, LLP, White Plains

 

1.5 MCLE Credit in Skills

 

10:25 a.m.– 11:40 a.m.       II. What Happens When an Attorney Becomes Incapacitated or Dies?

 

• Files and clients – notification to present & past clients
• Fiduciary accounts
• Malpractice insurance
• Short- and long-term incapacity issues
• Selling a Practice
• Obligations of a guardian or executor
• Rules of attorney-client privilege & confidentiality

 

Speaker:

Ellyn S. Kravitz, Esq., Abrams Fensterman, LLP, Brooklyn

 

1.5 MCLE Credit in Areas of Professional Practice

 

11:40 a.m. – 12:00 p.m.      Refreshment Break

                                                Foyer Chateau

 

12:00 p.m. – 1:15 p.m.        III. Gray Divorce

 

• Estate planning implications
• Medicaid planning implications
• Ethical issues

 

Speaker: TBD

 

1.5 MCLE Credit in Areas of Professional Practice

 

1:15 p.m.– 1:30 p.m.            Closing Remarks

 

1:30 p.m.                                Meeting Adjourns