Elder Law and Special Needs Section Summer 2023 Meeting
Join us live at the Logan Hotel, located in the heart of Philadelphia, July -20th – 22nd for the Elder Law and Special Needs Section Summer 2023 Meeting!
12.0 MCLE Credits: 7.5 Professional Practice; 2.5 Skills; 1.0 Ethics; 1.0 Law Practice Management
Select the Agenda tab on this page to see the full agenda and itinerary.
CLE Program Topics:
2023 Elder Law Update
Estates 101
Will Contests and 1404 Hearings
Will Drafting: The Basics through Creative Drafting
Palliative Care and End of Life Decision Making
Recent Developments in the Notary Public Law
Building a Practice/Practice Management: From Different Practice Perspectives
Use of Guardianships when Seniors are Victims of Scams
Department of Social Services Medicaid Panel Presentation
Challenges Faced by Students with Disabilities Post-COVID
Ethics in Law from a Media Perspective
The CLE programming is in-person only. These sessions will not be livestreamed or recorded.
Please note: All Receptions and Cultural Outings Require Advance Registration. Please be sure to select these options when registering online through the NYSBA website. The only exception is when purchasing the tickets for the Franklin Institute, which needs to be done directly through the museum. More details and instructions on signing up for the cultural outings are available below.
Cultural Outings for Friday, July 21, 2023 (Optional)
2:00 p.m.- Independence Hall National Park Tour | Visitor Center at 6th & Market Streets – This event is sold out!
Join us for a National Park Service guided tour of Independence Hall.
*This event is sold out! Preregistration is required.
2:00 p.m. – The Barnes Collection | 320 North 20th Street/2025 Benjamin Franklin Parkway
This self-guided tour begins with a 30-minute presentation by a docent in the Barnes
auditorium on Dr. Barnes' unique perspective on displaying art. Then guests are welcome to explore the galleries at their own pace where you may immerse yourself in one of the greatest private collection of post-impressionist and early-modern art in existence. Explore more than 3,000 masterpieces, including 181 Renoirs, 69 Cezannes, 59 Matisses, 46 Picassos, 16 Modiglianis, and 7 Van Goghs, plus textiles, metalwork, decorative objects, African sculpture, Native American ceramics and jewelry, and Pennsylvania German furniture.
*Cost is $25 per person. Limited tickets are available. Preregistration is required.
The Franklin Institute Museum | 222 North 20th Street/Benjamin Franklin Parkway
A short walk from the hotel, Pennsylvania’s most visited museum, the Franklin Institute has plenty to make Ben proud, including a 3D theater, indoor SkyBike, giant walk-through heart and four floors of interactive exhibits.
Option 1: 2:00 p.m. – 5:00 p.m. (no timeslot required)
General Admission (Includes Museum Admission and access to the Fels Planetarium).
Pricing: Adult $25 | Child (Age 3-11) $21 | Senior (65+) $23
*Tickets can only be purchased directly with The Franklin Institute. Purchasing your tickets in advance is strongly recommended.
Option 2: 3:30 p.m. – 4:00 p.m.
The Franklin Institute Museum Daytime Admission: Disney100: The Exhibition + Museum Access
(Includes a timed ticket for Disney100: The Exhibition plus access to all Franklin Institute permanent exhibits and a Fels Planetarium show).
Pricing: Adult (Age 12+) $45 | Child (Age 3-11) $41 | Senior (65+) $43
*Tickets can only be purchased directly with The Franklin Institute. This exhibit is expected to sell out fast.
Please be sure to purchase your tickets as soon as possible for the 3:30 p.m. timeslot to ensure you can tour the exhibit alongside your ELSN peers.
Accommodations
The Logan
Philadelphia's Hotel
One Logan Square | Philadelphia, PA 19103
Please use the Booking link or Group Code below when booking your stay.
Booking Link: https://group.curiocollection.com/z4nqp2
Please use Edit Stay to modify arrival & departure dates if needed.
This booking link expires on your cut-off date (Monday, June 19, 2023).
To reserve by phone:
Call 215-963-1500 and follow the prompts to make a new reservation.
Once connected with an agent, you must provide the group code GELSS.
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Those who do not wish to register over the website, may also register directly for the event with NYSBA's Member Resource Center at [email protected] or by calling 1-800-582-2452.
Registrations for the Elder Law and Special Needs Summer Meeting must be canceled prior to Monday, July 10, 2023 in order to receive a full refund. Any cancellations that occur on or after July 10th 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 or after the event.
Sponsorship Opportunities: Click Here!
Thank You to our Sponsors!
Gold Sponsors | ||
Silver Sponsors
Bronze Sponsors
- July 20, 2023
- July 22, 2023
- 8:30 AM
- 12:00 PM
- 7.5
- 1.0
- 1.0
- 2.5
- 12.0
- Outside NYS
- The Logan Philadelphia
One Logan Square
Philadelphia, PA 19103
Thursday, July 20
9:00 a.m. – 6:00 p.m. Exhibitors | Ballroom Foyer
9:00 a.m.– 10:00 a.m. Executive Officer’s Meeting | Conference Room
10:15 a.m.– 12:45 p.m. Executive Committee Meeting and Lunch | Mount Vernon Room
12:30 p.m.- 1:00 p.m. CLE Program Registration | Ballroom Foyer
1:00 p.m. – 5:30 p.m. GENERAL SESSION | Ballroom South
1:00 p.m. – 1:15 p.m. Welcoming Remarks
Fern Finkel, Esq., Fern Finkel & Associates, PLLC
Elder Law and Special Needs Section Chair
Program Introduction
Tammy R. Lawlor, Esq., Miller and Milone, P.C.
Program Co-Chair & Secretary for the Elder Law and Special Needs Section
Richard A. Marchese, Esq., Woods Oviatt Gilman LLP
Program Co-Chair & Elder Law and Special Needs Section Vice Chair
1:15 p.m. – 2:30 p.m. 1.1 Elder Law Update
1.5 MCLE Credits in Areas of Professional Practice
Speaker: Britt Burner, Esq., Burner Law Group
Elder Law and Special Needs Section Chair Elect
2:30 p.m.– 3:40 p.m. 1.2 Estates 101 Game Show
1.5 MCLE Credit in Areas of Professional Practice
Speaker: Sal DiCostanzo, Esq., Maker, Fragale & DiCostanzo, LLP
Elder Law and Special Needs Section Financial Officer
3:40 p.m. – 4:30 p.m. 1.3 Will Contests and 1404 Hearings
1.0 MCLE Credit in Areas of Professional Practice
Speaker: Gordon Dickens, Esq., Woods Oviatt Gilman LLP
4:30 p.m. – 5:30 p.m. 1.4 Palliative Care and End of Life Decision Making
1.0 MCLE Credit in Areas of Professional Practice
Speaker: Mary Beth Quaranta Morrissey, Esq., Yeshiva University Wurzweiler School of Social Work (Health Law Section Chair-Elect)
5:45 p.m. – 8:00 p.m. Cocktail Hour and Refreshments
The Logan Hotel | Courtyard
*Pre-Registration is required to attend
7:15 p.m. Executive Officer and Speaker’s Dinner
The Pyramid Club, 1735 Market St, Mellon Bank Center, 52nd Floor, Philadelphia, PA 19103
*Open to section officers and CLE Program Faculty Members Only
Friday, July 21st
8:00 a.m. – 9:00 a.m. Committee Breakfast Meetings | Mount Vernon Room & Foyer
8:00 a.m. – 9:00 a.m. Continental Breakfast with Exhibitors | Mount Vernon Foyer
8:30 a.m. – 9:00 a.m. CLE Program Registration | Ballroom Foyer
9:00 a.m. – 12:30 p.m. GENERAL SESSION | Ballroom
9:00 a.m. – 9:15 a.m. Welcoming Remarks & Introduction
Tammy R. Lawlor, Esq., Miller and Milone, P.C.
Program Co-Chair & Elder Law and Special Needs Section Secretary
Rick Marchese, Esq., Woods Oviatt Gilman LLP
Program Co-Chair & Elder Law and Special Needs Section Vice Chair
9:15 a.m. – 9:40 a.m. 2.1 Recent Developments in the Notary Public Law: “Wet Ink” Notarization, Record Keeping, Notary Liability and Attorney Discipline
0.5 MCLE Credit in Areas of Professional Practice
Speakers: David Goldfarb, Esq., Grimaldi & Yeung LLP
9:40 a.m. – 10:30 a.m. 2.2 Building a Practice/Practice Management: From Different Practice Perspectives | 1.0 MCLE Credits in Law Practice Management
Moderator: Tammy Lawlor, Esq., Miller and Milone, P.C.
Program Co-Chair & Elder Law and Special Needs Section Secretary
Speakers: Moriah Adamo, Esq, Abrams Fensterman, LLP
Christopher Bray, Esq., Rheinhardt & Bray, PC
Judith Grimaldi, Esq., Grimaldi Yeung Law Group
Miles Zatkowsky, Esq., Dutcher & Zatkowsky
10:30 a.m. – 11:40 a.m. 2.3 Will Drafting: Basics Through Creative Drafting
1.5 MCLE Credits in Skills
Speaker: Miles P. Zatkowsky, Esq., Dutcher and Zatkowsky
11:40 a.m. – 12:30 p.m. 2.4 Use of Guardianships when Seniors are Victims of Scams
1.0 Credit in Skills
Speaker: Sara Meyers, Esq., Enea, Scanlan & Sirignano, LLP, White Plains
Cultural Events (Optional):
2:00 p.m. Independence Hall National Park | Visitor Center at 6th & Market Streets
Join us for a National Park Service guided tour of Independence Hall.
Tours at 2 p.m.
Limited tickets available.
Preregistration required.
2:00 p.m. The Barnes Collection | 320 North 20th Street/2025 Benjamin Franklin Parkway
Our visit begins with a 30 minute intro to the collection and Dr. Barne’s unique perspective on displaying art; then immerse yourself in one of the greatest private collection of post-impressionist and early-modern art in existence. Explore more than 3,000 masterpieces, including 181 Renoirs, 69 Cezannes, 59 Matisses, 46 Picassos, 16 Modiglianis, and 7 Van Goghs, plus textiles, metalwork, decorative objects, African sculpture, Native American ceramics and jewelry, and Pennsylvania German furniture. Museum is a five-minute walk from The Logan, across from the Franklin Institute.
Admission $25.
Preregistration required.
2:00 p.m. – 5:00 p.m. The Franklin Institute Museum | 222 North 20th Street/Benjamin Franklin Parkway.
A short walk from the hotel, Pennsylvania’s most visited museum, the Franklin Institute has plenty to make Ben proud, including a 3D theater, indoor SkyBike, giant walk-through heart and four floors of interactive exhibits.
Option 1: 2:00 p.m. – 5:00 p.m. (no timeslot required)
General Admission (Includes Museum Admission and access to the Fels Planetarium).
Pricing: Adult $25 | Child (Age 3-11) $21 | Senior (65+) $23
*Tickets can only be purchased directly with The Franklin Institute. Purchasing your tickets in advance is strongly recommended.
Option 2: 3:30 p.m. – 4:00 p.m.
The Franklin Institute Museum Daytime Admission: Disney100: The Exhibition + Museum Access
(Includes a timed ticket for Disney100: The Exhibition plus access to all Franklin Institute permanent exhibits and a Fels Planetarium show).
Pricing: Adult (Age 12+) $45 | Child (Age 3-11) $41 | Senior (65+) $43
*Tickets can only be purchased directly with The Franklin Institute.
This exhibit is expected to sell out fast.
Please be sure to purchase your tickets as soon as possible for the 3:30 p.m. timeslot to ensure you can tour the exhibit alongside your ELSN peers.
6:00 p.m. – 8:00 p.m. Cocktail Hour and Dinner
Harper’s Garden, 31 South 18th Street, Philadelphia, PA 19103
*Preregistration is Required
Saturday, July 22nd
8:00 a.m. – 9:30 a.m. Continental Breakfast with Exhibitors | Ballroom Foyer
8:15 a.m. – 8:45 a.m. CLE Program Registration | Ballroom Foyer
8:45 a.m. – 11:45 a.m. GENERAL SESSION | Ballroom
8:45 a.m. – 8:55 a.m. Introductory Remarks
Tammy R. Lawlor, Esq., Miller and Milone, P.C.
Program Co-Chair & Elder Law and Special Needs Section Secretary
Rick Marchese, Esq., Rick Marchese, Esq., Woods Oviatt Gilman LLP Program Co-Chair & Elder Law and Special Needs Section Vice Chair
9:00 a.m. – 10:15 a.m. 3.1 Department of Social Services Medicaid Panel Presentation
1.5 MCLE Credits in Areas of Professional Practice
Moderator: Rick Marchese, Esq., Woods Oviatt Gilman LLP (Program Co-Chair & Elder Law and Special Needs Section Vice Chair)
Speakers: (HRA, Monroe, Ontario, Suffolk)
10:15 a.m. – 10:20 a.m. Refreshment Break with Exhibitors
10:20 a.m. – 11:10 a.m. 3.2 Challenges Faced by Students with Disabilities Post-COVID
1.0 MCLE Credit in Areas of Professional Practice
Speaker: Adrienne Arkontaky, Esq., Cuddy Law Firm, PLLC
11:10 a.m. – 12:00 p.m. 3.3 Ethics in Law from a Cinema Perspective | 1.0 MCLE Credit in Ethics
Speaker: Moriah Adamo, Esq., Abrams Fensterman, LLP
12:00 p.m. Meeting Adjourns
- Fern J. Finkel, Esq., Section Chair, Fern Finkel & Associates, PLLC (2023-2024 Chair for the Elder Law and Special Needs Section)
- Karen Carson, Principal SWE (AKA Medicaid Director) for Ontario County Department of Social Services
- Tammy R. Lawlor, Esq., Planning Co-Chair, Miller & Milone, P.C. (Treasurer for the Elder Law and Special Needs Section)
- Richard A. Marchese, Esq., Planning Co-Chair, Woods Oviatt Gilman LLP (Secretary for the Elder Law and Special Needs Section)
- Sara E. Meyers, Esq., Enea, Scanlan & Sirignano, LLP
- Salvatore M. Di Costanzo, Esq., Maker, Fragale & DiCostanzo, LLP, Rye (Financial Officer)
- David Goldfarb, Esq., Grimaldi & Yeung LLP
- Miles P. Zatkowsky, Esq., Dutcher & Zatkowsky
- Gordon Dickens, Esq., Woods Oviatt Gilman LLP
- Mary Beth Quaranta Morrissey, Esq., Yeshiva University Wurzweiler School of Social Work (Vice Chair of the Health Law Section)
- Judith D. Grimaldi, Esq., Grimaldi Yeung Law Group
- Christopher R. Bray, Esq., Rheinhardt & Bray, PC (Immediate Past Chair of the Elder Law and Special Needs Section)
- Moriah Adamo, Esq., Abrams Fensterman, LLP
- Adrienne J. Arkontaky, Esq., Cuddy Law Firm, PLLC
- Morgan R. Thurston, Assistant Welfare Attorney, Onondaga County Department of Law
- Mariella Kettell, Supervising Examiner, Senior Plus Medicaid Intake, Monroe County Department of Human Services
- Britt N. Burner, Esq., Burner Law Group (Vice Chair of the Elder law and Special Needs Section)
- In-Person
- ELDSU23
- Elder Law & Special Needs Section
- Committee on Continuing Legal Education