Registration opening soon
Elder Law and Special Needs Section Summer Meeting 2024
Montreal Marriott Chateau Champlain
1050 Rue De la Gauchetière O, Montréal, QC H3B 4C9, Canada
Event Registration Now Open!
Preregistration is required to attend the conference. Attendees will not be able to Register for the conference or RSVP for the receptions or dinner onsite.
Be sure to select all the events you plan to attend as part of your conference event registration.
The deadline to register for conference is Friday, July 5th. We will not be able to accept any conference registrations or RSVPs after Friday, July 5th.
Online Registration: https://nysba.org/events/elder-law-and-special-needs-section-summer-2024-meeting/
You may also register by phone directly with the Member Resource Center at 1-800-582-2452.
Please direct any questions regarding event registration to the Member Resource Center.
Anyone that is unable to login to their NYSBA profile should also contact the Member Resource Center
Pricing & Ticket Options (Includes CLE programing):
Elder Law and Special Needs Section Member – $725
NYSBA Member – $825
Non-member attorney registration – $925
New Attorney (5 years or less) – $600
Discounted pricing for partial attendance is available to those in town for the Real Property Law Section’s Summer Meeting. Please contact [email protected] if you’re interested.
Guest Tickets (for non-cle events):
These tickets cannot be purchased ala cart. They must accompany a CLE conference registration or the purchase of an exhibitor table.
Guest tickets are also available to anyone that is in Montreal attending the Real Property Law Section’s Summer Meeting.
Option 1: Includes All Meals (2 Breakfasts, Welcome Reception, Offsite Reception & Dinner) – $375
Option 2: July 12th Offsite Reception and Dinner Guest Ticket – $200
*Covers the cost of the offsite reception & dinner only. No other meals are included in this price.
Exhibitor Representative Guest (Not Available Online). Please be sure to select this option on the Sponsorship Form.
Children 17 and Under – Free
Tuition Assistance is available for those who qualify. Please visit NYSBA.ORG/TUITIONASSISTANCE for more information.
Accommodations for Persons With Disabilities: NYSBA.ORG/ADA
Cancellation Policy:
Cancellations received prior to July 1st will be refunded 100% of the registration free.
Cancellations received after July 1st will be refunded 50%.
No refunds will be given for no shows or cancellations that occur the day of or after the event.
Marriott Chateau Champlain
1050 Rue De la Gauchetière O
Montréal, QC H3B 4C9, Canada
There is a limited number of rooms available for our group at a discounted rate of $234.31 USD per night plus taxes.
Please use the hyperlink below to reserve your room at the Elder Law and Special Needs rate by Monday, June 10th.
Please reserve your overnight room as soon as possible. The deadline for this room block will not be extended.
https://www.marriott.com/event-reservations/reservation-link.mi?id=1702690061424&key=GRP&app=resvlink
Parking: Underground parking is available at the Hotel at a daily rate of $16.33 for 12 hours, $21.53 for 24 hours or $26.73 for 24 hours with in and out privileges (self-service); valet service is $33.41
Please call the Marriott Montreal directly at +1 514-878-9000 with any questions related to overnight room reservations.
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
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
This festival offers circus programming throughout the city. For 11 days ending on July 14, Montréal lives to the rhythm of the circus arts and its theaters, streets, parks and sidewalks become the scene of colorful performances. Some free, some ticketed.
Neighborhood: Ville-Marie
Downtown shopping and the Place des festivals, Montréal’s vibrant public plaza. RÉSO is a 20-mile subterranean (and largely climate-controlled) pedestrian network with over 1,600 shops and facilities that connects to three major shopping malls. Don’t get lost!
Olympic Park
Immerse yourself in the world of insects in the new Insectarium de Montréal, which gives visitors the opportunity to mix with, in addition to free-flying butterflies, a number of other live and naturalized insect species.
The Planétarium offers an innovative approach to astronomy, using cutting-edge technology to create a unique experience of the universe through its immersive theatres and exhibits.
Located on St. Helen’s Island, the Biosphère de Montréal houses the first museum entirely dedicated to the connections between society and the environment in North America. An architectural emblem of Montréal since the 1967 World’s Fair, its famous geodesic dome symbolizes social innovation and human inventiveness.
Neighborhood: Ville-Marie
The Montréal Museum of Fine Arts is one of Canada’s most visited museums, exhibiting fine arts, music, film, fashion and design. Its rich encyclopedic collection, distributed among five pavilions, includes international art, world cultures, decorative arts and design, and Quebec and Canadian art. For more art, Montréal’s Mural Festival website or app will guide you through the top murals in the city. Boulevard Saint-Laurent is now the largest street art corridor in Canada.
Neighborhood: Ville-Marie
This park is one of Montréal’s largest greenspaces. Designed by Frederick Law Olmsted (who also designed New York’s Central Park), Mount Royal Park boasts miles of trails and superb views of the city. Here, you can stroll down the tree-lined paths, canoe on Beaver Lake, or visit Saint Joseph’s Oratory, founded by Saint Brother André in 1904, a catholic sanctuary and the largest domed Basilica in North America. Nearby in Le Plateau Mont-Royal you can find the Museum of Jewish Montréal, which offers walking tours through the historically Jewish neighborhoods of Montréal.
Neighborhood: Ville-Marie
Discover Notre Dame Basilica, built in 1656, and known for its intricately designed interior and stained glass chronicling the history of the city. Wander cobblestone streets, embrace chance encounters, and relish historic landmarks. Check out the Bonsecours Market for some unique shopping and stroll along Rue Saint-Paul, the oldest and one of the prettiest of Montréal’s streets. At the enchanting Old Port you can find a Ferris wheel ride, zipline, more shops and a cruise on the St. Lawrence River.
The island is situated immediately offshore from Old Montréal, in the St. Lawrence River, and hosts the Saint Helen Island Fort, the Biosphère and La Ronde amusement park. The island can be accessed by public transit via the Montréal Metro Yellow Line (Jean-Drapeau station), or by car, bicycle or on foot over the Concordia Bridge, or by car over the Jacques Cartier Bridge.
Historic river ferry turned upscale “floating spa” offering diverse treatments, yoga & a restaurant.
Restaurant Recommendations and Unique Dinning Experiences:
Bar George – Grand, swanky wood-clad venue serving a Scottish & British menu with cocktails in a boutique hotel.
CathCart – Has a glass ceiling that’s beautiful when dinning at night.
Jatoba – Refined eatery serving modern, Asian-inspired fare, including seafood & dumplings, with a full bar.
La Traversée – Located in a historic river ferry turned upscale “floating spa”. The menu favours health, and delicacy, is continually enhanced with fresh local produce from the Quebec terroir
Le Balcon – Hidden at the back of an active church on Sainte-Catherine Street, Le Balcon is a dinner and show experience not to be missed. Outdoor seating is also available.
Les Enfants Terribles – The highest restaurant in Montreal! Perched at 185 meters on the 44th floor of the Ville-Marie tower.
Resto-Bar Le Turf au Oasis Surf – Casual dining beach type restaurant that surrounds a wave of indoor surfing.
O’noir Restaurant & Bar – Dining in the dark. The visually impaired staff welcomes you and offers you a variety of surprise dishes. A guaranteed sensory experience since without sight, other senses intensify!
Ristorante Beatrice – Nestled in downtown Montreal’s Golden Square Mile district, Ristorante Beatrice is an Italian eatery with an affection for flavor and style.
The Speakeasy – A prohibition-themed cocktail restaurant that you secretly enter through an ice cream shop.
Make sure you carry proper identification for yourself and any children or minors traveling with you. You must be able to confirm your legal right or authorization to enter Canada at the border.
Required Travel Documents for entering Canada:
- U.S. Passport
- U.S. Passport Card
- Enhanced Driver’s License (Issued by New York, Michigan, Minnesota, Vermont, and Washington only)
- Trusted Traveler Program Cards such as NEXUS, SENTRI or FAST enrollment cards
- Birth certificates for children under the age of 16.
Prior to traveling to Canada, be sure to check the following websites for any travel advisories.
Travel and identification documents for entering Canada (cbsa-asfc.gc.ca)
COVID-19: Travel, testing and borders – Travel.gc.ca
What to Expect When You Return | U.S. Customs and Border Protection (cbp.gov)
For more details on the sponsorship opportunities for the Elder Law and Special Needs Section’s 2024 Summer Meeting, Click Here
Please contact the Elder Law and Special Needs Section’s Sponsorship Committee with any questions
Abby Carol Zampardi, Esq.
Fern Finkel & Associates, PLLC
Brooklyn, NY
[email protected]
Sarah Amy Steckler, Esq.
Warshaw Burstein LLP
New Rochelle, NY
[email protected]
Julia Lyn Santo, Esq.
Lamson & Cutner, P.C.
New York, NY