Elder Summer 2024

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 5thWe 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

Guest Tickets:
*These tickets cannot be purchased ala cart. They must accompany a CLE conference registration or the purchase of an exhibitor table.
Option 1: Includes All Meals (2 Breakfasts, Welcome Reception, Offsite Reception & Dinner)
Option 2: July 12th Offsite Reception and Dinner Guest Ticket
*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.

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.


Details on CLE accreditation for the program are not available at this time. The credit details will be posted as soon as they become available.

You may direct any questions on the content of the program to the chairs listed below.


Program Chairs

Deborah S. Ball, Law Offices of Deborah S. Ball, Queens, NY

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

Elder Law and Special Needs 2024-25 Section Chair

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

Tentative Itinerary:

Day 1: Thursday, July 11, 2024


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

9:00 a.m.– 10:00 a.m.          Executive Officer’s Meeting and Breakfast (Section Leaders Only)

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

*Remote Option Available

12:30 – 1:00 p.m.                 CLE Program Check In


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

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

1:10 – 5:00 p.m.                   General Session

                                                Topics Covered:

  • Elder Law Update.
  • Duty of Care – What to except from MLTCs and Nursing Homes to keep consumers and residents safe.
  • Community/Home Care Medicaid – the soup to nuts filing of a Medicaid application.
  • The Medicaid Trust has been executed, what next? Post-Execution Medicaid Strategies


                                    MCLE Credits TBD

5:45 – 7:00 p.m.                   Welcome Cocktail Hour and Refreshments

Onsite at Marriott Chateau Champlain
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 – 9:00 a.m.                    Committee Breakfast Meetings

Continental Breakfast with Exhibitors

8:30 – 9:00 a.m.                    CLE Program Check In

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

                                                Topics Include:

  • Trial Advocacy Skills and Rules of Evidence in a MHLS Art 81 guardianship
  • The MHLS Art. 81 hearing date is scheduled, what’s next?
  • The Recovery of Assets in MHLS Article 81 Guardianships and Estates
  • A Simulated Guardianship Hearing

MCLE Credits in TBD


12:30 – 6:00 p.m.                 Lunch (on own)

Cultural/Social events

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

7:00 – 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 RSVP is Friday, July 5th.

Guest tickets for this reception and dinner are available at $200 each.


Day 3: Saturday, July 13, 2024


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

8:30 – 9:00 a.m.                    CLE Program Check In

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

                                                Topics Covered:

  • Terminating an Estate Planning/Elder Law Client or a Potential Client
  • What happens to an attorney becomes incapacitated or dies.
  • Gray Divorce

                                                MCLE Credits TBD

12:00 p.m.                             Meeting Adjourns

Program Faculty: TBD


Course Materials:

All program materials are being distributed online only via the NYSBA Learning Dashboard available at www.nysba.org.

We recommend that you save and download the course materials in advance if you are bringing a computer or tablet with you to the program. Wi-Fi access is available at this location; however, we cannot guarantee connection speeds.

Accessing Online Course Materials:

  1. Log-in to the NYSBA website.
  2. Hover over the link labeled “Hi, (First Name)” on the top right side of the screen.
  3. Click “My Learning Dashboard” under “Hi (First Name)”.
  4. Locate webinar under “My Programs” tab.
  5. Click blue box labeled “Materials” to view the course materials.

Montréal Complètement Cirque (Circus Festival)
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.

Vieux Montréal and Shopping
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.

More Shopping in Montréal’s Underground City
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!

Musée des beaux-arts de Montréal
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.

Mount Royal Park
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.

Montréal Space for Life is the largest natural science museum complex in Canada, guiding human beings towards a fuller experience of nature. Its Biodôme, Biosphère, Jardin botanique, Insectarium and Planétarium offer a variety of programming year-round. Note that the Biosphère is not located at Olympic Park – it is on St. Helen’s Island.

Biodôme, Insectarium and Planétarium
Olympic Park

Built as the velodrome for the 1976 Olympic Games, the Montréal Biodôme now houses five ecosystems of the Americas under one roof. Experience a walk in nature and observe the interactions between animal and plant species!

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.

Île Sainte-Hélène (Saint Helen’s Island)
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.

La Ronde amusement park is operated by Six Flags and is the largest amusement park in Quebec. Attractions include live shows and 30+ amusement rides, including 8 roller coasters. One of the roller coasters, Le Monstre, holds the record for highest double-tracked roller coaster in the world.

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

Samantha Ashley Lyons, Esq.
Hollis, Laidlaw & Simon, PC
Mount Kisco, NY
[email protected]

Vice Chairs:
Abby Carol Zampardi, Esq.
Fern Finkel & Associates, PLLC
Brooklyn, NY
[email protected]

Sarah Amy Steckler, Esq.
Warshaw Burstein LLP
New Rochelle, NY
[email protected]