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Elder Law and Special Needs Section Summer 2024 Meeting

Elder Law and Special Needs Section Summer 2024 Meeting

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Day 1: Thursday, July 11, 2024

9:00 a.m. – 5:00 p.m.         Exhibitors
                                           Champlain Room 

9:00 a.m.– 10:00 a.m.        Executive Officer’s Meeting and Breakfast 

                                           (Section Leaders Only) 

                                           Samuel C

10:15 a.m.– 12:45 p.m.      Executive Committee Meeting and Lunch

                                           Tidan / Rez-de-chaussee

                                           *Remote Option Available 

12:30 p.m. – 1:00 p.m.       CLE Program Registration

                                           Foyer Chateau

1:00 p.m. – 5:00 p.m.         CLE Programing/General Session

                                           Champlain Ballroom

4.0 MCLE Credits: 2.0 Areas of Professional Practice, 2.0 Skills


1:00 p.m. – 1:10 p.m.         Program Introduction
                                           
Elder Law and Special Needs Section Chair

                                           Britt N. Burner, Esq., Burner Prudenti Law, P.C., NYC


1:10 p.m. – 2:00 p.m.         

I. Elder Law Update

  • Medicaid (home care, CDPAP)
  • Transfer on Death Deeds
  • Guardianship, Estate litigation cases

Speaker: 
Tammy Lawlor, Esq., Miller & Milone, P.C., Garden City

1.0 MCLE Credit in Areas of Professional Practice


2:00 p.m. – 2:50 p.m.       
II. Duty of Care: What To Expect from MLTCs and Nursing Homes to Keep Consumers and Residents Safe

  • Statutes & regulations, case Law
  • Obligations of MTLCs and Skilled Nursing Facilities to consumers and residents
  • Advocacy Tips

Speaker: 
John Dalli, Esq., Dalli & Marino LLP, Mineola

1.0 MCLE Credit in Areas of Professional Practice

2:50 p.m. – 3:10 p.m.         Refreshment Break

                                           Champlain Room

3:10 p.m. – 4:00 p.m.         
III. Community/Home Care Medicaid

The Soup to Nuts Filing of a Medicaid Application

  • Compiling an Application – What is needed?
  • What goes into application?  
  • When to apply for pooled trust?  
  • When to submit disability applications
  • Immediate need, Reimbursement       
  • Post-filing advocacy

Speaker:
Brittni Sullivan, Esq., Burner Prudenti Law, P.C., East Setauket

1.0 MCLE Credit in Skills


4:00 p.m. – 4:50 p.m.         

IV. The Medicaid Trust Has Been Executed, What Next? Post-Execution Medicaid Strategies 

  • Invasion of trusts if a person needs nursing home care within the 5 year look back
  • Spinkling provisions
  • Revocation
  • Submission of older trusts: How to amend a trust for Medicaid acceptance.

Speaker:
Richard A. Marchese, Jr., Esq., Woods Oviatt Gilman LLP, Rochester 

1.0 MCLE Credit in Skills


5:30 p.m. – 7:00 p.m.         
Welcome Cocktail Hour and Refreshments

Onsite at Marriott Chateau Champlain

Champlain Room
Cost is included with conference registration
 * You must RSVP for this event as part of your conference registration.  

The Deadline to register is Friday, July 5th.


Dinner on Own
Please see Area Attractions for a listing of restaurant selections and unique dining experiences

7:30 p.m.                            
Executive Officer & Speaker’s Dinner 

Program faculty & sections leaders only.

Offsite at Hiatus (tentative)


Day 2: Friday, July 12, 2024

8:00 a.m. – 9:00 a.m.         Committee Breakfast Meetings

                                           Breakfast – Sponsored by Arthur B. Levine Co., Inc.

                                           Samuel C/Chateau Floor

8:30 a.m.– 9:00 a.m.          CLE Program Registration

                                           Foyer Chateau

9:00 a.m. – 1:30 p.m.         CLE Programing/General Session

                                           Champlain Ballroom

 4.0 MCLE Credits: 2.0 in Areas of Professional Practice, 2.0 in Skills 


9:00 a.m.– 9:10 a.m.          Introduction 

9:10 a.m. – 10:00 a.m.       
I. Trial Advocacy Skills and Rules of Evidence in a MHL Article 81 Guardianships 

  • Objections
  • Opening and Closing Statements 
  • Burden of Proof
  • Cross Petitions

Speaker: 
 Linda A. Redlisky, Esq., Rafferty & Redlisky, LLP, Pelham

1.0 MCLE Credit in Skills   


10:00 a.m. – 10:50 a.m.      
II. The MHL Article 81 Hearing Date is Scheduled, What’s Next? How To Prepare

  • Preparing witnesses
  • Meeting with the court evaluator
  • Appearing at the Hearing

Speakers:
Deborah S. Ball, Law Offices of Deborah S. Ball, NYC 

Edmond Wong, Court Attorney to the Honorable Evelyn Gong, NYC Civil Court Queens County

1.0 MCLE Credit in Skills


10:50 a.m. – 11:10 a.m.     Refreshment Break 

                                           Foyer Chateau


11:10 a.m– 12:00 p.m.     

III. The Recovery of Assets in MHL Article 81 Guardianships and Estates

  • Turnover and Discovery proceedings
  • Timing
  • Involving law enforcement

1.0 MCLE Credit in Areas of Professional Practice

Speaker: 

Joseph M. Accetta, Court Attorney / Referee, Supreme Court Westchester County, Adult Guardianship Part


12:00 p.m. – 12:50 p.m.     
IV. A Simulated Guardianship Hearing

  • Fact pattern
  • Trial advocacy tips 
  • What to expect in Court

Panel: TBD

1.0 MCLE Credit in Areas of Professional Practice


12:50 p.m. – 6:00 p.m.       Lunch (on own)

                                           Cultural/Social Events


6:00 p.m.– 7:00 p.m.          Cocktail Hour

7:00 p.m. – 9:00 p.m.         Dinner

                                           Vargas Steak and Sushi

                                           690 René-Lévesque Ouest 

                                           Montréal, Québec, H3B 1X8

                                           Cost is included with conference registration
                                         * You must RSVP for this event as part of your conference registration.  

                                           The Deadline to register is Friday, July 5th.

 

Day 3: Saturday, July 13, 2024

8:00 a.m. – 9:00 a.m.         Breakfast with Exhibitors

                                          Champlain Room/Samual AB


8:30 a.m. – 9:00 a.m.         CLE Program Registration

                                           Foyer Chateau


9:00 a.m. – 12:30 p.m.       CLE Programing/General Session

                                           Champlain Ballroom


4.5 MCLE Credits: 3.0 MCLE Credits in Areas of Professional Practice, 1.5 Skills


9:00 a.m. – 9:10 a.m.         Introduction


9:10 a.m.– 10:25 a.m.       
 I. How To Terminate an Estate Planning/Elder Law Client or a Potential Client

  • When does your malpractice clock stop ticking?
  • Termination letters
  • File retention
  • Returning files

Speaker: 
Lauren C. Enea, Esq., Enea, Scanlan & Sirignano, LLP, White Plains

1.5 MCLE Credit in Skills


10:25 a.m.– 11:40 a.m.      
II. What Happens When an Attorney Becomes Incapacitated or Dies?

  • Files and clients – notification to present & past clients
  • Fiduciary accounts 
  • Malpractice insurance
  • Short- and long-term incapacity issues 
  • Selling a Practice
  • Obligations of a guardian or executor
  • Rules of attorney-client privilege & confidentiality

Speaker: 

Ellyn S. Kravitz, Esq., Abrams Fensterman, LLP, Brooklyn

1.5 MCLE Credit in Areas of Professional Practice


11:40 a.m. – 12:00 p.m.     Refreshment Break 

                                           Foyer Chateau


12:00 p.m. – 1:15 p.m.       
III. Gray Divorce

  • Estate planning implications
  • Medicaid planning implications
  • Ethical issues

Speaker: TBD                                                   

1.5 MCLE Credit in Areas of Professional Practice


1:15 p.m.– 1:30 p.m.          Closing Remarks     

1:30 p.m.                           Meeting Adjourns


Course Materials: 

All program materials are being distributed online only via the NYSBA Learning Dashboard available at www.nysba.org

We recommend that you save and download the course materials in advance if you are bringing a computer or tablet with you to the program. Wi-Fi access is available at this location; however, we cannot guarantee connection speeds. 

Accessing Online Course Materials:

  1. Log-in to the NYSBA website.
  2. Hover over the link labeled “Hi, (First Name)" on the top right side of the screen.   
  3. Click “My Learning Dashboard” under “Hi (First Name)”. 
  4. Locate webinar under “My Programs” tab.
  5. Click blue box labeled “Materials” to view the course materials.
Start Date:
  • July 11, 2024
End Date:
  • July 13, 2024
Start Time:
  • 1:00 PM
End Time:
  • 12:30 PM
Areas Of Professional Practice Credit(s):
  • 7.0
Skills Credit(s):
  • 5.5
Total Credit(s):
  • 12.5
Region:
  • Outside USA
Address:
  • Marriott Chateau Champlain
    1050 Rue De la Gauchetière Ouest
    Montréal, QC H3B 4C9
Format:
  • In-Person
Product Code:
  • ELDSU24
Section Member Price: $725.00
NYSBA Member Price: $825.00 Join (or renew) for special member pricing
Non-Member Price: $925.00
Sponsoring Committee Group
  • Elder Law & Special Needs Section
  • Committee on Continuing Legal Education