Elder Law 101
6.0 MCLE Credits: 1.0 Ethics, 2.5 Areas of Professional Practice, 2.5 Skills
Topics Covered:
- Ethical Considerations for the Elder Law Attorney
- Basic Medicaid Eligibility Rules
- Basic Elder Law Planning Documents
- Medicaid Planning
- Medicaid Home Care Services
- Article 81 Guardianships
- Article 17A Guardianships
- Special Needs Planning
- Estate Administration
Agenda Coming Soon!
Elder Law and Special Needs Section Chair:
Richard A. Marchese, Woods Oviatt Gilman LLP
Faculty:
Laura Marie Brancato, Brancato Law Group, PLLC (Program Planning Chair)
Katherine Carpenter, Wilcenski & Pleat PLLC
Philip A. DiGiorgio, DiGiorgio Law Firm, PLLC (Program Planning Chair)
Brian L. Miller, Littman Krooks LLP (Program Planning Chair)
Daniel Ross Miller, Miller & Miller Law Group PLLC
Attending the Elder Law & Special Needs Section Spring UnProgram 2026? Add Elder Law 101 as Your Plenary — Free!
Enhance your experience by attending Elder Law 101 as your plenary session. This foundational CLE program provides essential insights into core elder law concepts and is the perfect complement to the collaborative, discussion-based UnProgram format.
Once you have completed your registration for the Spring 2026 UnProgram, please contact Bridget Donlon at bdonlon@nysba.org to receive your complimentary coupon code for the Elder Law 101 CLE program.
Pricing:
*Includes continental breakfast and lunch.
Elder Law and Special Needs Section Member: $230
NYSBA Member: $330
Non-NYSBA Members: $430
Young Lawyers (Admitted five years or less): $130
First time attendee: $75 – Please call the Member Resource Center at 1-800-582-2452 to register for this rate.
Event Registration:
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 who is unable to login to their NYSBA profile should also contact the Member Resource Center.
- April 22, 2026
- 9:00 AM
- 3:30 PM
- 2.5
- 1.0
- 2.5
- 6.0
- Albany
- New York State Bar Association
1 Elk Street
Albany, NY 12207
Agenda
8:30 a.m. – 9:00 a.m. Registration & Continental Breakfast
9:00 a.m. – 9:10 a.m. Introduction
9:10 a.m. – 10:00 a.m. I. Ethical Considerations for the Elder Law Attorney
· Representing client with diminished capacity
· Who is the client?
· Basic ethical issues
Speaker:
Elizabeth A. Ingold, Esq.
Ingold Law PLLC
Buffalo, NY
1.0 MCLE Credit in Ethics
10:00 a.m. – 10:25 a.m. II. Basic Medicaid Eligibility Rules
· Community vs. Institutional Medicaid
· Asset / Income Limits
· Spousal Issues
· Estate Recovery
Speaker:
Philip A. DiGiorgio, Jr., Esq.
DiGiorgio Law Firm, PLLC
Utica, NY
0.5 MCLE Credit in Areas of Professional Practice
10:25 a.m.- 10:35 a.m. Break
10:35 a.m. – 11:00 a.m. III. Basic Elder Law Planning Documents
· Powers of Attorney
· Health Care Proxy
· Living Will
· Brief discussion on Wills and Trusts
Speaker:
Brian L. Miller, Esq.
Littman Krooks LLP
Rye Brook, NY
0.5 MCLE Credit in Areas of Professional Practice
11:00 a.m. – 11:50 a.m. IV. Medicaid Planning
· Asset protection planning
· Spend down planning
· Promissory Notes
· Exempt Gifting
· Spousal planning
Speaker:
Philip A. DiGiorgio, Jr., Esq.
DiGiorgio Law Firm, PLLC
Utica, NY
1.0 MCLE Credit in Skills
11:50 a.m. – 12:50 p.m. Lunch
12:50 p.m. – 1:15 p.m. V. Medicaid Home Care Services
· NYIA exam MLTC selection
· MLTC selection
· Steps to start receiving services
Speaker:
David Ian Kronenberg, Esq.
Grimaldi Yeung Law Group
Brooklyn, NY
0.5 MCLE Credit in Areas of Professional Practice
1:15 p.m. – 1:40 p.m. VI. Article 81 Guardianships
Speaker:
Laura Marie Brancato, Esq.
Brancato Law Group, PLLC
Larchmont, NY
0.5 MCLE Credit in Areas of Professional Practice
1:40 p.m. – 2:05 p.m. VII. 17A Guardianships
Speaker:
Laura Marie Brancato, Esq.
Brancato Law Group, PLLC
Larchmont, NY
0.5 MCLE Credit in Areas of Professional Practice
2:05 p.m. – 2:15 p.m. Break
2:15 p.m. – 3:05 p.m. VIII. Special Needs Planning
· Government Benefits
· Special Needs Trusts
Speaker:
Katherine Carpenter, Esq.
Wilcenski & Pleat PLLC
Clifton Park, NY
1.0 MCLE Credit in Skills
3:05 p.m. – 3:30 p.m. IX. Estate Administration
· Elder law and special needs issues that arise in estate administration
· Guardian Ad Litem
· Testamentary SNTs
Speaker:
Daniel Ross Miller, Esq.
Miller & Miller Law Group PLLC
Brooklyn, NY
0.5 MCLE Credit in Skills.
- In-Person
- 0QQ81
- Elder Law & Special Needs Section
- Legal Education Committee (Elder Law & Special Needs)
- Committee on Continuing Legal Education
