Elder Law & Special Needs Section Spring UnProgram 2023
The UnProgram is a unique event that features small breakouts designed to encourage open and free-flowing discussions on any subject affecting you and your practice. Topics are selected by the attendees and discussions are facilitated to permit the free sharing of ideas.
The UnProgram is really your program. It is your live-action list serv. This is an opportunity to spend some time with other elder law attorneys, brainstorming, networking and exchanging ideas, sharing substantive information on all issues of Elder Law and Special Needs practice.
Breakout topics will include:
-Irrevocable Trust Clauses and Tax Issues – What to Include, What to Exclude
-Post CBLTC Transfer Rule Implementation Planning
-IRA Trust Beneficiary Drafting Planning
-Practice Management Issues – COVID & Beyond
-Power of Attorney Changes and Beyond
-Power of Attorney Modifications
-SNTs and SECURE Act
-Medicaid Planning with Guardianships
-OPWDD and Related Eligibility Issues
-Technology for Efficient Document Production
-Advising Trustees of Supplemental Needs Trusts – What Programs Need to Look For
-Guardianship Proceedings and Issues
-Article 81 v 17-A
Please note, this program is in-person only and will not be livestreamed or recorded.
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
- 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
- Britt N. Burner, Esq., Burner Law Group, P.C. (Vice-Chair of the Elder Law and Special Needs Section)
- Speaker: Christopher R. Bray, Esq., Rheinhardt & Bray, PC (2022/2023 Elder Law and Special Needs Section Chair)
- Hon. Timothy C. O'Rourke, O'Rourke Seaman LLP
- 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
- Kim F. Trigoboff, Esq., Law Offices Of Kim F. Trigoboff
- Richard A. Marchese, Jr., Esq., Woods Oviatt Gilman LLP (Secretary for the Elder Law and Special Needs Section)
- Speaker: Patricia 'Tricia' J. Shevy, Esq., The Shevy Law Firm, LLC (Program Planning Chair)
- Fern J. Finkel, Esq., Finkel & Fernandez LLP (Elder Law and Special Needs Section Chair-Elect)
- Tara Anne Pleat, Esq., Wilcenski & Pleat PLLC
- Matthew J. Nolfo, Esq., Matthew J. Nolfo & Associates
- Deepankar Mukerji, Esq., Deepankar Mukerji PLLC (Immediate Past Chair of the Elder Law and Special Needs Section)
- Yana Feldman, Esq., Yana Feldman & Associates, PLLC
- Lisa R. Valente, Makofsky Law Group, P.C.
- 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)
- Laura Marie Brancato, Esq., Meltzer, Lippe, Goldstein & Breitstone, LLP
- In-Person
- ELDUNSP23
- Elder Law & Special Needs Section
