Elder Law And Special Needs Section Fall 2022 Meeting
Join us live in Cooperstown at the Otesaga Resort Hotel.
MCLE Topics include:
Advising Parents of Young Adults with ID/DD
Attorneys as Fiduciaries Ethical Issues
Special Needs Update
The role of a Court Appointed Guardian or Health Care Agent in the inpatient psychiatric setting and the Interplay of Article 81 and Article 9
Discussion of the Proposed Regulations relevant to the Special Needs and Elder Law Practice, the Special Needs Trust Act of 2022 and Drafting Considerations for Retirement Benefits
Be sure to book your room at the Otesaga Resort Hotel by Sunday, September 27th to get the Elder Law and Special Needs Section Fall Meeting Group Rate.
Book online at www.otesaga.com and use group code 3412430. Please note this code is only to be used online and not when calling in.
You may also book your room by calling the Reservations Office directly at 607-547-9931 (hours vary). Please be sure to confirm you are with the Elder Law Special Needs Section Fall Meeting to get the group rate.
Full Program Information & itinerary may be found under the Agenda Tab below.
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Please note: You must be vaccinated for COVID-19 to attend a live NYSBA meeting, program, or event.
Preregistration is required. There will be no option to register for the program onsite.
Please contact NYSBA's Member Resource Center at 1-800-582-2452 to register over the phone.
Registrations must be canceled prior to Monday, October 17, 2022 in order to receive a full refund. Any cancellations that occur on or after the 17th will be refunded for 50% of the total registration cost. No refunds will be given for no shows or cancellations that occur the day of the event (October 27).
- October 27, 2022
- October 28, 2022
- 9:00 AM
- 2:50 PM
- The Otesaga Resort Hotel
60 Lake Street
Cooperstown, NY 13326
Wednesday, October 26th, 2022
5:00 – 11:45 p.m. Exhibitor Setup (Exhibitors Only)
Day 1: Thursday, October 27th
7:00 a.m. Breakfast
9:00 a.m. Check in & Exhibitors
10:00 a.m.- 12:30 p.m. Executive Committee Meeting & Luncheon
1:00-1:20 p.m. Welcoming Remarks
CLE Program Introduction
1:20 – 2:45 p.m. I. Panel on Advising Parents of Young Adults with ID/DD
1.5 Areas of Professional Practice
This panel will discuss the challenges that families, advocates, and the court system face when young adults with intellectual and developmental disabilities reach the age of majority as well as the tools and procedures available to families as well as the state of the current law in New York around Article 17-A, the recently enacted Supported Decision-Making legislation and Advance Directives.
Break 2:45- 3:00 p.m.
3:00 - 4:50 p.m. II. Attorneys as Fiduciaries Ethical Issues | 2.0 Ethics
4:50 p.m. Adjourn
6:00 - 9:30 p.m. Welcome Reception and Dinner
Baseball Hall of Fame, Hall of Plaques
*Please be sure to RSVP for this event as part of registration
Day 2 - Friday, October 28
7:30 - 8:30 a.m. Breakfast and Committee Meetings
8:00 a.m. Check in and Exhibitors
8:30 am. General Session
8:45.- 9:00 a.m. Day Two Introduction
Elder Law & Special Needs Section Chair
CLE Program Introduction
9:00 - 9:50 a.m. I. Judge’s Panel | 1.0 Areas of Professional Practice
Continued discussion from the Judges on considerations and approaches related to attorneys as fiduciaries, considerations around young adults with developmental disabilities, and Article 17-A reform.
9:50-10:00 am Break
10:00-10:50 a.m. II. Special Needs Update | 1.0 Areas of Professional Practice
Panelists will discuss the New York Law that extended Child Support to age 26 for Adult Children with Special Needs from the perspective of both the matrimonial attorney and special needs attorney perspective. In addition, there will be discussion by the recent Supreme Court Decision in Gallardo v. Marstiller.
10:50-11:00 a.m. Break
11:00-11:50 a.m. III. Humanized Lawyering | 1.0 Law Practice Management
Lawyers as individuals, leaders, and employers are undergoing profound shifts not only in terms of substantive practice but also the ways in which we train, practice, employ and live. Presentation will focus on the emerging trends, the most recent data and the post-pandemic lessons that are being identified and contextualized into the lives of lawyers. Topics include the most recent data on lawyer wellbeing, what conclusions are being drawn about law culture and individual lawyers, as well as new practice techniques developed in direct response to the changes in our world. The program provides techniques for identifying and employing self-care for self and teams to create sustainable, humanized environments for lawyers to thrive - not just survive.
12:00 -1:00 p.m. Lunch
1:00 -1:50 p.m. IV. The role of a Court Appointed Guardian or Health Care Agent in the inpatient psychiatric setting and the Interplay of Article 81 and Article 9 | 1.0 MCLE Credit in Areas of Professional Practice
Discussion of standards for admission to a psychiatric facility, how and under what circumstances can medication be administered to an objecting patient, the role of a Court Appointed Guardian or Health Care Agent in the inpatient psychiatric setting and the Interplay of Article 81 and Article 9.
1:50 p.m. -2:00 p.m. Break
2:00- 2:50 V. Discussion of the Proposed Regulations relevant to the Special Needs and Elder Law Practice, the Special Needs Trust Act of 2022 and Drafting Considerations for Retirement Benefits
1.0 Areas of Professional Practice
2:50 p.m. Adjourn
- Laura Brancato, Meltzer, Lippe, Goldstein & Breitstone, LLP
- Section Chair: Christopher Bray, Elder Law & Special Needs Section Chair
- M. Elizabeth (Libby) Coreno, Co-chair on Task Force for Attorney Well-Being
- Lisa K. Friedman, Law Office of Lisa K. Friedman
- Hon. Louis Gigliotti, Oneida County Surrogate
- Lauren L. Hunt, Lauren L. Hunt, PLLC
- Hon. Peter Joseph Kelly, Queens County Surrogate
- Planning Co-Chair: Ellyn S. Kravitz, Abrams Fensterman
- Speaker: Matthew J. Nolfo, Matthew J. Nolfo & Associates
- Hon. Timothy O’Rourke, O'Rourke Seaman LLP
- Planning Co-Chair: Tara Anne Pleat, Wilcenski & Pleat PLLC
- Hon. Brandon R. Sall, Westchester County Surrogate
- Deborah A. Scalise, Deborah A. Scalise, Scalise & Hamilton PC
- Speaker: Sheila E. Shea, Mental Hygiene Legal Service
- Wendy Sheinberg, Rivkin Radler, LLP
- Douglas K. Stern,, Abrams, Fensterman, Fensterman, Eisman, Formato, Ferrara, Wolf & Carone, LLP
- Elder Law & Special Needs Section
- Committee On Continuing Legal Education