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Elder Law and Special Needs Section 2023 Fall Meeting

Elder Law and Special Needs Section 2023 Fall Meeting

Elder Fall 2023

Join the Elder Law and Special Needs Section at the newly renovated Gideon Putnam Resort, located minutes away from downtown Saratoga Springs. At the Gideon Putnam, you'll be surrounded by the serenity of Saratoga Spa State Park, where you'll find nature in all its glory as you walk along winding paths. 

This event will include a terrific CLE program, worth 11.5 MCLE Credits, and will give you the opportunity to network with friends and colleagues, old and new!

CLE Program Topics 

  • What to Look for in a CRM and Practice Management Software: Analysis of the Current Marketplace. Software Systems and Practice 
  • Where Did My Day Go? Time Management Skills for the Elder Law Practitioner 
  • Defining the Scope of Your Practice – How Do You Decide? Identifying strengths in your firm. Defining your service bundle.
  • Ten Tips for Building a Successful Practice 
  • Lifecycle of an Elder Law Practice: How to Enter and Exit the Elder Law Practice Successfully 
  • The Benefits of Care Management in an Elder Law Practice
  • Ethics in Marketing Your Practice 
  • Artificial Intelligence Systems and Your Practice: What to Know 
  • Adding Retirement Benefits Trusts to Your Toolbox: An ELSN Take on Planning in Light of SECURE 2.0
  • Keys to Drafting Airtight Documents: Tips and Clauses for Trusts and Other Techniques 
  • Revocable Trusts: Creative Uses and Drafting for the Elder Law Practitioner 
  • Drafting the Medicaid Asset Protection Trust
  • Drafting for Special Needs Families 
  • 11th Hour Crisis Planning 

Please click here to view the Full Agenda and Itinerary for the Elder Law and Special Needs Section's Fall 2023 Meeting


Please note the Gideon Putnam Hotel is sold out. Please contact them directly to make arrangements to be added to their wait list. 

We suggest you book at the Hilton Garden Inn Saratoga Springs, which has a comparable rate. Those that stay at the Hilton will also be able to utilize the The Gideon’s complimentary shuttle that runs from 7a-11p. 

You may reserve your room at:


Event Registration 

Those who do not wish to register online, may also register directly for the event with NYSBA's Member Resource Center by calling 1-800-582-2452.

The CLE program is in-person only it will not be livestreamed or recorded. 

Tuition Assistance: Any New York attorney who has a genuine financial hardship may apply for tuition assistance for a CLE program. Learn more at

Event Registrations for the Elder Law and Special Needs Fall Meeting must be canceled prior to Monday, October 9, 2023 in order to receive a full refund. Any cancellations that occur on or after October 9th will be refunded for 50% of the total registration cost. No refunds will be given for cancellations that occur after Friday, October 13th.

For more information about becoming a Sponsor Click Here!

Thank you to our sponsors!

Gold Sponsors 

Silver Sponsors

Start Date:
  • October 19, 2023
End Date:
  • October 20, 2023
Start Time:
  • 9:00 AM
End Time:
  • 12:40 PM
Areas Of Professional Practice Credit(s):
  • 8.5
Ethics and Professionalism Credit(s):
  • 0.5
Law Practice Management Credit(s):
  • 2.0
Skills Credit(s):
  • 0.5
Total Credit(s):
  • 11.5
  • Saratoga Springs
  • The Gideon Putnam
    24 Gideon Putnam Road
    Saratoga Springs, NY 12866
  • In-Person
Product Code:
  • ELDFA23
Section Member Price: $425.00
NYSBA Member Price: $525.00 Join (or renew) for special member pricing
Non-Member Price: $625.00
Sponsoring Committee Group
  • Elder Law & Special Needs Section
  • Committee on Continuing Legal Education