Elder Law and Special Needs Section Summer 2021 Meeting

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

•  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

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