Elder Law & Special Needs Section Spring UnProgram 2025
The UnProgram is a unique event that features small breakouts, facilitated by experienced practitioners, designed to encourage open and free-flowing discussions on any subject affecting you and your practice. Discussions are facilitated to permit the free sharing of ideas. This is your chance to exchange ideas with your colleagues who are facing similar challenges in the practice of Elder Law. In addition, there will be a CLE presentation, Grantor Trust Rules: Drafting Considerations for the Elder Law Attorney, that will count toward 1.0 MCLE Credit in Skills presented by the Elder Law and Special Needs Section Chair, Britt N. Burner of Burner Prudenti Law, P.C.
Program Chairs:
Laura M. Brancato, Brancato Law Group, PLLC
Joanna C. Feldman, Maker, Fragale & Di Costanzo, LLP
Event registration includes:
Thursday:
- Breakfast (Sponsored by NYSARC Trust Services)
- Lunch
- A ticket to the offsite reception and dinner at The Hollow Bar and Kitchen – You must RSVP as part of your registration if you plan to attend
Friday:
- Breakfast (Sponsored by NYSARC Trust Services)
Tentative Itinerary:
Thursday, April 24th
8:30 a.m. – 9:00 a.m.
Breakfast and Registration
9:00 a.m. – 5:00 p.m.
Programming & Breakout Sessions
Lunch will be provided
5:30 p.m. – 8:30 p.m.
Reception and Dinner
Hollow Bar and Kitchen
Cost is included with registration. RSVP required.
Friday, April 25th
8:30 a.m. – 9:00 a.m.
Breakfast and Registration
9:00 a.m. – 12:45 p.m.
Programming & Breakout Sessions
1:00 p.m.
Adjourn
Breakout Session Topics:
- Counsel to an AIP – Guardianships
- Nursing homes and other long-term care facilities: Contracts, residents' rights, common issues; Medicaid applications submitted by NH that cause problems – Long-Term Care
- Workflows, tickler systems, practice management software – Practice Management
- Medicaid Asset Protection Trusts – Trusts
- Using Immediate Need; IRA/RMD Issues – Medicaid Benefits
- Achieving Eligibility for Home Care – best practices for moving assets – Medicaid Planning
- Estate and Trust Administration: How to do it – Estates / Trusts
- Medicaid "Return of Gift" – Medicaid Planning
- Home care, continuity of care / strategies and appeals for more hours – Medicaid Benefits
- Medicaid applications and all the weird things that come up – Medicaid Benefits
- Mediation and Estate Litigation – Estates/Trusts
- Performance indicators; small firm practice management – Practice Management
- SNT basics and planning for a disabled beneficiary – Special Needs Planning
- Trust planning with retirement accounts – Retirement Accounts
- Trust protectors – Trusts
- SECURE Act: Basics and beyond, including where things stand now – Retirement Accounts
- Guardianship Post-Judgment Applications – Guardianships
- Small firm practice management – Practice Management
Faculty
Laura M. Brancato, Brancato Law Group, PLLC (Program Co-Chair)
Christopher R. Bray, Rheinhardt & Bray, PC
Britt Burner, Burner Prudenti Law, P.C. (Elder Law and Special Needs Section Chair & CLE Presenter)
Michael D. Dezik, Gold and Dezik
Joanna C. Feldman, Maker, Fragale & Di Costanzo, LLP (Program Co-Chair)
Robin Goeman, Law Offices of Robin Goeman
Megan Harris-Pero, Harris-Pero Law Firm, PLLC
Lindsay V. Heckler, Center for Elder Law & Justice
Regina Kiperman, RK Law PC
David Kronenberg, Grimaldi Yeung Law Group
Brian L. Miller, Littman Krooks LLP
Daniel Ross Miller, Miller & Miller Law Group PLLC
Amy O’Hara, Littman Krooks LLP
Hon. Timothy C. O’Rourke, O'Rourke Seaman LLP
Linda A. Redlisky, Rafferty & Redlisky, LLP
Matthew J. Nolfo, Matthew J. Nolfo & Associates
Lodging:
Please note, there is no room block for this meeting.
Although there are many options for lodging within walking distance to NYSBA, we suggest the reserving at the Hampton Inn and Suites Downtown Albany, which is the most reasonably priced option that is centrally located.
Pricing:
Elder Law and Special Needs Section Members: $400
NYSBA Members: $500
Non-Members: $600
Newly Admitted Attorneys (Admitted less than two years) & 1st Time Attendees: $350
*Please call MRC directly at 1-800-582-2452 to register at these rates.
Non-CLE Program Registration
Paralegal: $250
Reception Only: $70
*Please call MRC directly at 1-800-582-2452 to register.
This event is in-person only. It will not be streamed or recorded.
Please direct any questions regarding event registration to the Member Resource Center.
Those who do not want to register online may call the Member Resource Center at 1-800-582-2452 to register.
Anyone that is unable to login to their NYSBA profile should also contact the Member Resource Center
Tuition Assistance is available for those who qualify. Please visit NYSBA.ORG/TUITIONASSISTANCE for more information.
Accommodations for Persons With Disabilities: NYSBA.ORG/ADA
Cancellations received prior to April 14th will be refunded 100% of the registration free.
Cancellations received after April 14th will be refunded 50%.
No refunds will be given for no shows or cancellations that occur the day of or after the event.
Special Thanks to This Year's Sponsor!
- April 24, 2025
- April 25, 2025
- 9:00 AM
- 1:00 PM
- 1.0
- 1.0
- Albany
- New York State Bar Association
1 Elk Street
Albany, NY 12207
Day 1: Thursday, April 24, 2025
8:30 a.m. - 9:00 a.m. Breakfast & Registration
Sponsored by
9:00 a.m. - 9:15 a.m. Welcome and Introductions
9:15 a.m. – 9:30 a.m. Break/Room Switch
9:30 a.m. 10:30 a.m. Session 1
Counsel to an AIP – Guardianship
Cromwell Room
Linda A. Redlisky, Rafferty & Redlisky, LLP
Nursing homes and other long-term care facilities: Contracts, residents' rights, common issues; Medicaid applications submitted by NH that cause problems – Long-Term Care
Peck Room
Lindsay V. Heckler, Center for Elder Law & Justice
David Kronenberg, Grimaldi Yeung Law Group
Workflows, tickler systems, practice management software – Practice Management
City View
Joanna C. Feldman, Maker, Fragale & Di Costanzo, LLP
Program Co-Chair
10:30 a.m. – 10:45 p.m. Break/Room Switch
10:45 a.m. - 11:45 p.m. Session 2
Medicaid Asset Protection Trusts – Trusts
Cromwell Room
Matthew J. Nolfo, Matthew J. Nolfo & Associates
Using Immediate Need; IRA/RMD issues – Medicaid Benefits | Peck Room
Robin Goeman, Law Offices of Robin Goeman
Achieving Eligibility for Home Care - best practices for moving assets
City View
Daniel Ross Miller, Miller & Miller Law Group PLLC
11:45 a.m. – 1:00 p.m. Lunch
Included with event registration
1:00 p.m. – 2:00 p.m. Session 3
Estate and Trust Administration – Estates & Trusts
Cromwell Room
Michael D. Dezik, Gold and Dezik
Medicaid "Return of Gift" - Medicaid Planning
Peck Room
Hon. Timothy C. O’Rourke, O'Rourke Seaman LLP
Home care, continuity of care / strategies and appeals for more hours – Medicaid Benefits
City View
David Kronenberg, Grimaldi Yeung Law Group
2:00 p.m. – 2:15 p.m. Break/Room Switch
2:15 p.m. – 3:15 p.m. Session 4
Medicaid applications and all the weird things that come up – Medicaid Benefits
Cromwell Room
Brian L. Miller, Littman Krooks LLP
Mediation and Estate Litigation – Estates/Trusts
Peck Room
Regina Kiperman, RK Law PC
Performance indicators; small firm practice management – Practice Management
City Line
Megan Harris-Pero, Harris-Pero Law Firm, PLLC
Daniel Ross Miller, Miller & Miller Law Group PLLC
3:15 p.m. – 3:30 p.m. Break/Room Switch
3:30 p.m. – 4:30 p.m. Session 5
SNT Basics – Special Needs Planning
Cromwell Room
Amy O’Hara, Littman Krooks LLP
Trust planning with retirement accounts – Retirement Accounts
Peck Room
Matthew J. Nolfo, Matthew J. Nolfo & Associates
5:30 - 8:30 p.m.
Reception and Dinner
Hollow Bar and Kitchen
*Included with event registration
Day 2 - Friday April 25, 2025
8:30 a.m. - 9:00 a.m. Breakfast and Registration
Sponsored by
9:00 a.m. – 9:10 a.m. Introduction
9:10 – a.m. – 9:15 a.m. Break/Room Switch
9:15 a.m. – 10:15 a.m. Session 1
Trusts – Trust Protectors
Cromwell Room
Brian L. Miller, Littman Krooks LLP
SECURE Act: Basics and beyond, including where things stand now and why understanding the SECURE Act is important – Retirement Accounts
Peck Room
Hon. Timothy C. O’Rourke, O'Rourke Seaman LLP
Planning for a Disabled Beneficiary – Special Needs Planning
City Line
Amy O’Hara, Littman Krooks LLP
10:15 a.m. – 10:30 a.m. Break/Room Switch
10:30 a.m.- 11:30 a.m. Session 2
Guardianship Post-Judgment Applications – Guardianships
Cromwell Room
Robin Goeman, Law Offices of Robin Goeman
Home care, continuity of care / strategies and appeals for more hours – Medicaid Benefits
Peck Room
David Kronenberg, Grimaldi Yeung Law Group
Small firm practice management – Practice Management
City Line
Michael D. Dezik, Gold and Dezik
11:30 a.m. – 11:45 a.m. Break
11: 45 a.m. – 12:45 p.m. Grantor Trust Rules: Drafting Considerations for the Elder Law Attorney
This presentation will focus on the Internal Revenue Code grantor trust rules, how to find them, how to interpret them, and best practices for drafting within your elder law practice.
Britt N. Burner
Burner Prudenti Law, P.C.
Elder Law and Special Needs Section Chair
1.0 MCLE Credit in Skills
12:45 p.m. - 1:00 p.m. Wrap up Meeting and Adjourn
Program Faculty & Facilitators:
Laura M. Brancato, Brancato Law Group, PLLC (Program Co-Chair)
Christopher R. Bray, Rheinhardt & Bray, PC
Britt Burner, Burner Prudenti Law, P.C. (Elder Law and Special Needs Section Chair & CLE Presenter)
Michael D. Dezik, Gold and Dezik
Joanna C. Feldman, Maker, Fragale & Di Costanzo, LLP (Program Co-Chair)
Robin Goeman, Law Offices of Robin Goeman
Megan Harris-Pero, Harris-Pero Law Firm, PLLC
Lindsay V. Heckler, Center for Elder Law & Justice
Regina Kiperman, RK Law PC
David Kronenberg, Grimaldi Yeung Law Group
Brian L. Miller, Littman Krooks LLP
Daniel Ross Miller, Miller & Miller Law Group PLLC
Matthew J. Nolfo, Matthew J. Nolfo & Associates
Amy O’Hara, Littman Krooks LLP
Hon. Timothy C. O’Rourke, O'Rourke Seaman LLP
Linda A. Redlisky, Rafferty & Redlisky, LLP
- Britt Burner, Esq., Section Chair, Burner Prudenti Law, P.C.
- Laura M. Brancato, Esq., Program Chair, Brancato Law Group, PLLC
- Joanna C. Feldman, Esq., Speaker, Maker Fragale & Di Costanzo, LLP
- In-Person
- ELDUNSP25
- Elder Law & Special Needs Section
- Committee on Continuing Legal Education
