Elder Law & Special Needs Section Fall 2020 Meeting

Thursday, October 29 (Day One)

1:00 – 1:10 pm       

Introduction, Announcements & Chair’s Update

Elder Law & Special Needs Section Chair: 

Matthew J. Nolfo, Esq., Matthew J. Nolfo & Associates, Inc., New York City

1:10 - 2:00 pm

Home Care Medicaid Application from the Basics and Beyond (1.0 credits Professional Practice)

Review of the Home Care Medicaid Application, required documentation and application process, including the CFE and MLTC Evaluation process and applying for and funding a Pooled Income Only Trust.

Samantha Lyons, Esq., Enea, Scanlan & Sirignano, LLP, White Plains

2:10 – 3:25 pm       

Home Care Medicaid Updates and New Rules: Medicaid Planning Post October 2020

(1.5 credits Professional Practice)

Confused about the New Home Care Look-Back for Medicaid? Tune in to review the new rules and how they will be implemented. This seminar will also review the extensive changes enacted in the budget in eligibility for Personal care and consumer-directed personal assistance (CDPAP) and procedures for MLTC plans and local districts to assess individuals for authorizing these services.

Valerie Bogart, Esq., Evelyn Frank Legal Resources Program, New York Legal Assistance Group, New York City

3:35 pm – 4:50 pm 

A Medicaid Asset Protection Trust Deep Dive (1.5 credits Professional Practice)

A thorough review of required provisions, recommended provisions and a discussion of key provisions to include in your Medicaid Asset Protection trusts, to best assist and benefit your clients.

Robert J. Kurre, Esq., Kurre Schneps LLP, Manhasset 

Friday, October 30 (Day Two)

9:00 - 9:10 a.m.    

Introduction/Sponsor Acknowledgement

Program Co-Chairs:

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

Deborah A. Slezak, Esq., Cioffi Slezak Wildgrube P.C., Schenectady

9:10 - 10:00 a.m.    

Ethics, Escrow and Attorney Advertising (1.0 credit Ethics)

Learn key rules and best practices for handling your Attorney Escrow Accounts. This seminar will also address the ethics of Attorney Advertising, especially when so much is done on Facebook, Social Media, Linkedin, etc.

Anne Reynolds Copps, Esq., Copps DiPaola Silverman, PLLC, Albany

10:10 - 11:00 am    

OPWDD Program Basics and Eligibility and Key Tips for Your Clients (1.0 credit Professional Practice)

The OPWDD eligibility and application process can be confusing. Learn the basics during this Seminar, along with key tips to better advocate for and advise your clients.

Lisa K. Friedman, Esq., Law Office of Lisa K. Friedman, New York City

11:10 am – 11:35 am       

Special Education: How to Assist your Clients Issue Spot during Remote Learning (.5 credit Professional Practice)

Remote learning has caused additional obstacles for children and families of children with special needs. Learn how you can assist your client’s issue spot and advocate for their children’s education.

Maria C. McGinley, Esq., Mayerson & Associates, New York City

11:45 am - 1:00 p.m.        

What Now? A Panel Discussion on Planning for the Next Pandemic (1.5 credits Law Practice Management)

We have learned a lot over the last 6 months. Join us for a panel discussion which will cover employment issues, technology and security, work life balance, the PPP Loan, contingency plans for the future and the best ways to set up your law office in a Post-COVID19 world.

Michael D. Dezik, Esq., Wilcenski Pleat Law, Clifton Park

Joseph A. Ruhl & Gregory Sousa, Orange Bank & Trust Company

Wendy Wollner, CEO, Balancing Life's Issues, Ossining

Pauline Yeung, Esq., Grimaldi & Yeung LLP, Brooklyn

Michelle H. Wildgrube, Esq., Cioffi Slezak Wildgrube, P.C., Schenectady

Susan Corcoran, Esq., Jackson Lewis P.C., White Plains

1:00 – 1:10 pm      

Closing Remarks