Elder Law & Special Needs Section Spring UnProgram 2023
Lawyer Friends, Terrified of the Attorney Grievance Process? At this meeting, we will earn 2.0 MCLE credits in Ethics with presentations from an attorney representing the committee and counsel who represents attorneys before the committee. The UnProgram gives attorneys a forum to connect with leaders in the elder law practice and discuss elder law issues/ideas/planning opportunities and more. Join us LIVE at the NYSBA Bar Center in Albany on April 20 and 21.
Please note, this program is in-person only and will not be livestreamed or recorded.
Attendees are invited to join the faculty and program planning chairs for an informal networking happy hour immediately following day one of the program. The location is TBD.
Discounted rate available for first time attendees – Applies to those who have not attended an Elder Law and Special Needs Section destination meeting (spring/summer/fall) in the past 7 years. Please contact NYSBA's Member Resource Center directly at 1-800-582-2452 to register for this rate.
Lodging within walking distance of the NYS Bar Center
Albany Hilton Hotel – 4 minutes
Hampton Inn and Suites Downtown Albany – 5 minutes
Marriott Bonvoy – Renaissance Albany Hotel – 5 minutes
Registrations must be canceled prior to Monday, April 10, 2023 in order to receive a full refund. Any cancellations that occur on or after the 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 the event (April 20th or 21st).
- April 20, 2023
- April 21, 2023
- 9:00 AM
- 12:30 PM
- 2.0
- 2.0
- Albany
- New York State Bar Association
1 Elk Street
Albany, NY 12207
Thursday, April 20, 2023
8:00 a.m. - 9:00 a.m. Registration
9:00 a.m. - 9:15 a.m. Welcome and Introductions
9:15 a.m. – 11:00 a.m. Breakout Session 1
Breakout Room 1: Cromwell Room
Post CBLTC
Richard A. Marchese, Jr.
Breakout Room 2: Peck Room
Florida v New York
Howard S. Krooks, Cozen O'Connor
Breakout Room 3: Hinman Library
Technology for Efficient Document Production
Daniel Ross Miller, Miller & Miller Law Group PLLC (Program Planning Chair)
Yana Feldman, Yana Feldman & Associates, PLLC
Breakout Room 4: Lounge
Irrevocable Trusts
Hon. Timothy C. O'Rourke, O'Rourke Seaman LLP
Breakout Room 5: City View
When Trust Administration Goes Wrong?
Anthony Lamberti, Armstrong & Lamberti, PLLC
11:00 a.m. – 12:00 p.m. Part 1 Attorney Grievance Process | 1.0 MCLE Credit in Ethics
Mary E. Gasparini, Esq., Appellate Division, 4th Dept. Attorney Grievance
1:00 p.m. - 2:15 p.m. Breakout Session 2
Breakout Room 1: Cromwell Room
Post CBLTC
Richard A. Marchese, Jr., Woods Oviatt Gilman LLP (Secretary for the Elder Law and Special Needs Section)
Breakout Room 2: Peck Room
POA: Changes and Modifications
JulieAnn Calareso, Gleason Dunn Walsh & O'Shea
Breakout Room 3: Hinman Library
Irrevocable Trusts: Tax Issues
Salvatore M. Di Costanzo, Maker, Fragale & Di Costanzo, LLP (Elder Law and Special Needs Section Financial Officer)
Breakout Room 4: Lounge
Practice Management: Post-COVID
James R. Barnes, Burke & Casserly, P.C.
Breakout Room 5: City View
Medicaid Planning with Guardianships
Deepankar Mukerji, Deepankar Mukerji PLLC (Immediate Past Chair of the Elder Law and Special Needs Section)
2:30 p.m. – 3:30 p.m. Breakout Session 3
Breakout Room 1: Cromwell Room
Florida v NY
Howard S. Krooks, Cozen O'Connor
Breakout Room 2: Peck Room
POA: Changes and Modifications
Abby Carol Zampardi, Finkel & Fernandez LLP
Breakout Room 3: Hinman Library
Advising Trustees of SNTs
Renee G. Schwartz, Goldman Schwartz LLC
Breakout Room 4: Lounge
SNTs and SECURE Act
JulieAnn Calareso, Gleason Dunn Walsh & O'Shea
Breakout Room 5: City View
Guardianship Proceedings
Anthony Lamberti, Armstrong & Lamberti, PLLC
3:45 p.m. – 4:45 p.m. Breakout Session 4
Breakout Room 1: Cromwell Room
POAs: Changes and Modifications
Fern J. Finkel, Finkel & Fernandez LLP (Elder Law and Special Needs Section Chair-Elect)
Breakout Room 2: Peck Room
OPWDD and Related Eligibility
Tara Anne Pleat, Wilcenski & Pleat PLLC
Breakout Room 3: Hinman Library
Medicaid Planning with Guardianships
Robin N. Goeman, Law Offices of Robin Goeman
Breakout Room 4: Lounge
IRA Beneficiary Drafting
Hon. Timothy C. O'Rourke, O'Rourke Seaman LLP
Breakout Room 5: City View
Article 81 v Article 17-A
Laura Marie Brancato, Meltzer, Lippe, Goldstein & Breitstone, LLP
Attendees are invited to join the faculty and program planning chairs for an informal networking happy hour immediately following day one of the program. The location is TBD.
Dinner on your own
Friday April 21, 2023
8:00 a.m. - 9:00 a.m. Breakfast and Registration
9:00 a.m. – 10:00 a.m. Breakout Session 5
Breakout Room 1: Cromwell Room
Elder Abuse
Iris Tal Bikel, Iris Bikel Attorney at Law
Breakout Room 2: Peck Room
Florida v NY
Howard S. Krooks, Cozen O'Connor
Breakout Room 3: Hinman Library
Technology for Efficient Document Production
Alexis R. Gruttadauria, ARG Legal PC
Breakout Room 4: Lounge
Irrevocable Trusts
Regina Kiperman, RK Law PC
Breakout Room 5: City View
Guardianship Proceedings
Anthony Lamberti, Armstrong & Lamberti, PLLC
10:15 a.m. – 11:15 a.m. Breakout Session 6
Breakout Room 1: Cromwell Room
Guardianship Proceedings
Kim F. Trigoboff, Law Offices of Kim F. Trigoboff
Breakout Room 2: Peck Room
Advising Trustees of SNTs
Tara Anne Pleat, Wilcenski & Pleat PLLC
Breakout Room 3: Hinman Library
Business Succession Planning
Alexis R. Gruttadauria, ARG Legal PC
Breakout Room 4: Lounge
SNTs and SECURE Act
Renee G. Schwartz, Goldman Schwartz LLC
Breakout Room 5: City View
Irrevocable Trusts: Tax Issues
Salvatore M. Di Costanzo, Maker, Fragale & Di Costanzo, LLP (Elder Law and Special Needs Section Financial Officer)
11:30 a.m. – 12:30 p.m. Part 2 Attorney Grievance Process | 1.0 MCLE Credit in Ethics
Scott W. Bush, Esq., Corrigan, McCoy & Bush
12:30 p.m. - 12:45 p.m. Wrap up Meeting and Adjourn
- Laura Marie Brancato, Esq., Meltzer, Lippe, Goldstein & Breitstone, LLP
- Anthony Lamberti, Armstrong & Lamberti, PLLC
- Salvatore M. Di Costanzo, Esq., Maker, Fragale & Di Costanzo, LLP (Elder Law and Special Needs Section Financial Officer)
- Abby Carol Zampardi, Finkel & Fernandez LLP
- Alexis R. Gruttadauria, Esq., ARG Legal PC
- Richard A. Marchese, Jr., Esq., Woods Oviatt Gilman LLP (Secretary for the Elder Law and Special Needs Section)
- Fern J. Finkel, Esq., Finkel & Fernandez LLP (Elder Law and Special Needs Section Chair-Elect)
- Tara Anne Pleat, Esq., Wilcenski & Pleat PLLC
- Deepankar Mukerji, Esq., Deepankar Mukerji PLLC (Immediate Past Chair of the Elder Law and Special Needs Section)
- Yana Feldman, Esq., Yana Feldman & Associates, PLLC
- Renee G. Schwartz, Esq., Goldman Schwartz LLC
- Robin N. Goeman, Esq., Law Offices of Robin Goeman
- Daniel Ross Miller, Esq., Miller & Miller Law Group PLLC (Program Planning Chair)
- Christopher R. Bray, Esq., Rheinhardt & Bray, PC (2022/2023 Elder Law and Special Needs Section Chair)
- Mary E. Gasparini, Appellate Division, 4th Dept. Attorney Grievance
- Scott W. Bush, Corrigan, McCoy & Bush
- Regina Kiperman, RK Law PC
- James R. Barnes, Burke & Casserly, P.C.
- JulieAnn Calareso, Gleason Dunn Walsh & O'Shea
- Iris Tal Bikel, Speaker, Iris Bikel Attorney at Law
- Patricia 'Tricia' J. Shevy, Esq., The Shevy Law Firm, LLC (Program Planning Chair)
- Howard S. Krooks, Cozen O'Connor
- Hon. Timothy C. O'Rourke, O'Rourke Seaman LLP
- In-Person
- ELDUNSP23
- Elder Law & Special Needs Section
- Committee on Continuing Legal Education
