Elder Law and Special Needs Section Summer 2021 Meeting
We are back live and in-person!
CLE topics include:
- Elder Law & Special Needs Case Law Update
- The New Power of Attorney Law: Drafting, Executing and Using the Form
- Nursing Home Reform: Attaining Care and Services through use of Public Health Law and Regulations
- The Irrevocable Trust: To Include or Not to Include
- LGBTQ Cultural Competence for Lawyers
- Community Medicaid Update
- Guardianship Practice: MHL 81.43 Turnover Proceedings
- Supported Decision Making
- Remote Notarization and Witnessing: Update on Legislation and Best Practices
- Ethics: Recent Opinions and Best Practices in the Digital Age
Thank You to Our Sponsors
- July 15, 2021
- July 17, 2021
- 9:00 AM
- 12:00 PM
- 9.0
- 1.0
- 1.0
- 11.0
- Outside NYS
- The Equinox Resort
3567 Main Street
Manchester, VT 05254
- Nursing Home Resident Rights:
- Comprehensive Person-Centered Care Planning
- Quality of Care and Quality of Life
- Physician, Nursing, and Other Services
- Issue Spotting for Abuse and Neglect
- Enforcement and Litigation
Please note: All programs are transitional and suitable for all attorneys including those newly admitted
Day 1:
Thursday, July 15, 2021 | 1:30 p.m. – 5:15 p.m.
3.5 MCLE Credits [3.5 Areas of Professional Practice]
9:00 a.m. – 5:10 pm
Registration – Rockwell Foyer
9:15 a.m. – 10:15 a.m.
Executive Officer’s Meeting – Rockwell A
10:30 a.m. – 12:45 p.m.
Executive Committee Meeting and Luncheon – Battenkill Room
12:00 p.m. – 5:30 p.m.
Exhibitors and Coffee – Rockwell Foyer
1:30 p.m. – 1:45 p.m.
Opening Remarks and Program
Introduction – Rockwell Ballroom
Deepankar Mukerji, Esq., Section Chair, Deepankar Mukerji PLLC, White Plains, NY; JulieAnn Calareso, Esq., Program Co-Chair, The Shevy Law Firm, LLC, Albany, NY
1:45 p.m. – 2:35 p.m.
Elder Law & Special Needs Case Law Update
Speaker: Christopher R. Bray, Esq., Rheinhardt & Bray, PC, Ilion, NY
1.0 Credit in Areas of Professional Practice
2:35 p.m. – 2:50 p.m.
Break
2:50 p.m. – 3:40 p.m.
The New Power of Attorney Law: Drafting, Executing and Using the Form
Speaker: David Goldfarb, Esq., Grimaldi & Yeung LLP, Staten Island, NY
1.0 Credit in Areas of Professional Practice
3:40 p.m. – 3:55 p.m.
Break
3:55 p.m. – 5:10 p.m.
Home Reform: Attaining Care and Services through use of Public Health Law and Regulations
Speakers: Lindsay V. Heckler, Esq., Center for Elder Law & Justice, Buffalo, NY; John Dalli, Esq., Dalli & Marino LLP, Mineola, NY
1.5 Credits in Areas of Professional Practice
6:30 p.m. – 7:30 p.m.
“Open Air” Cocktail Reception – Dormy Grill
Enjoy Cocktails on the Deck overlooking the Equinox Golf Course.
7:30 p.m.
Dinner on your own
Day 2:
Friday, July 16, 2021 | 8:45 a.m. – 1:15 p.m.
4.5 MCLE Credits [3.5 Areas of Professional Practice, 1.0 in Diversity, Inclusion & Elimination of Bias]
8:00 a.m. – 1:15 p.m.
Registration and Exhibitors – Rockwell Foyer
8:00 a.m. – 8:45 a.m.
Continental “Grab & Go” Breakfast – Rockwell Foyer
Stop by, grab a bite and visit our Exhibitors
8:45 a.m. – 8:55 a.m.
Opening Remarks and Program
Introduction – Rockwell Ballroom
Daniel R. Miller, Esq., Program Co-Chair, Miller & Miller Law Group PLLC, Brooklyn, NY
8:55 a.m. – 10:10 a.m.
The Irrevocable Trust: To Include or Not to Include Trust Drafting Provisions
Speakers: Matthew J. Nolfo, Esq., Matthew J. Nolfo & Associates, White Plains, NY; Kameron Brooks, Esq., Brooks & Brooks, LLC, Little Valley, NY; Ellen G. Makofsky, Esq., Makofsky Law Group, P.C., Garden City, NY
1.5 Credits in Areas of Professional Practice
10:10 a.m. – 10:25 a.m.
Break
10:25 a.m. – 11:15 a.m.
LGBTQ Cultural Competence for Lawyers
Speaker: Aaron Tax, Esq., Director of Advocacy, SAGE, Washington, DC
1.0 Credit in Diversity, Inclusion & Elimination of Bias
11:15 a.m. – 11:25 a.m.
Break
11:25 a.m. – 12:15 p.m.
Community Medicaid Update
Speaker: Naomi Levin, Esq., Barclay Damon LLP, New York, NY
1.0 Credit in Areas of Professional Practice
12:15 p.m. – 12:25 p.m.
Break
12:25 p.m. – 1:15 p.m.
Guardianship Practice: MHL 81.43 Turnover Proceedings
Speakers: Bret Cahn, Esq., Farrell Fritz, P.C., New York, NY; Regina Kiperman, Esq., RK Law PC, New York, NY
1.0 Credit in Areas of Professional Practice
1:15 p.m.
Free Time to Explore Manchester
6:30 p.m. – 7:30 p.m.
Cocktail Reception – Meadow House Tent
Located across the Street from the Hotel behind the 1811 House.
7:30 p.m. – 10:30 p.m.
Sit-Down Dinner and Dancing – Meadow House Tent
Please pre-select your dinner entrée when registering.
Day 3:
Saturday, July 17, 2021 | 8:45 a.m. – 12:00 p.m.
3.0 MCLE Credits [2.0 Areas of Professional Practice, 1.0 in Ethics]
8:00 a.m. – 12:15 p.m.
Registration and Exhibitors – Rockwell Foyer
8:00 a.m. – 8:45 a.m.
Continental “Grab & Go” Breakfast – Rockwell Foyer
Stop by, grab a bite and visit our Exhibitors
8:45 a.m. – 8:55 a.m.
Program Introduction and Concluding Remarks – Rockwell Ballroom
Deepankar Mukerji, Esq., Section Chair, Deepankar Mukerji PLLC, White Plains, NY
8:55 a.m. – 9:45 a.m.
Supported Decision Making
A discussion of the concept as an alternative to guardianship, the existing statutes in the United States and New York’s approach thus far including legislation which was introduced in this year’s legislative session.
Speaker: Tara Anne Pleat, Esq., Wilcenski & Pleat PLLC, Clifton Park, NY
1.0 Credit in Areas of Professional Practice
9:45 a.m. – 10:00 a.m.
Break
10:00 a.m. – 10:50 a.m.
Remote Notarization and Witnessing: Update on Legislation and Best Practices
Speakers: Alexis R. Gruttadauria, Esq., Tarter Krinsky & Drogin LLP, New York, NY; Michael S. Kutzin, Esq., McCarthy Fingar, LLP, White Plains, NY
1.0 Credit in Areas of Professional Practice
10:50 a.m. – 11:05 a.m.
Break
11:05 a.m. – 12:00 p.m.
Ethics: Recent Opinions and Best Practices in the Digital Age
Speaker: Robert P. Mascali, Esq., Bourget Law Group, LLC, North Falmouth, MA
1.0 Credit in Ethics
- In-Person
- ELDSUM21
- Elder Law & Special Needs Section