| Fifth Annual New England Elder Law Symposium
Emerging Issues & Sophisticated Planning Techniques
Sponsored with the Massachusetts Chapter of NAELA
Please Note: This course has already
been held.
Date: Friday, October 04, 2002
Location: Hoagland-Pincus Conference Center, Shrewsbury, MA
Time: 09:00 AM - 04:00 PM
Faculty
Schedule/Agenda
Registration Information
Unable to attend but are interested in the course materials?
Purchase Here! |
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The current fiscal climate has put great pressure on all government benefit programs. You must keep ahead of actual and potential trends in laws and regulations affecting elder law practice. The Fifth Annual New England Elder Law Symposium examines new developments and sophisticated approaches to planning for government benefits, including the tax ramifications, ethical issues, and impact on practice management of working in a budget deficit environment. The New England regional reach will be expanded this year by the presence of two outstanding leaders of NAELA, President-elect Bernard Krooks, and Vincent Russo, both of New York, who provide a preview of the future of Elder Law.
Using a case-based problem solving approach, a panel of experienced practitioners from the region will address both general and state-specific approaches to such issues as: the second marriage and prenuptial agreements, dealing with second homes, estate, gift and income tax consequences of making transfers in order to qualify for benefits, using trusts, and fixing problems with faulty Medicaid plans.
The all day, intermediate-level program includes in-depth breakout workshop sessions focusing on developing practical solutions. Lunch will feature a traditional NAELA “unprogram” for small group discussion of practice management issues or your difficult cases.
The Symposium offers a valuable opportunity to network with your peers. It gives you the benefit of sharing the experiences of attorneys throughout New England and building your contacts for referrals and resources. This is a program not to be missed. Seating is limited and last year’s program filled up quickly.
Attend and Learn:
- The differences in practice from state to state
- If the Blumer decision will change the options available for Medicaid planning?
- How do you advise clients in a second marriage to preserve assets in the event of long term care?
- How do the changing tax laws impact the advice you give clients?
- What tactics work on appeals from unfavorable decisions?
- How do the new SSI rules affect planning for disabled clients or children of clients?
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Whitney M. Lewendon, Esq.
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Coan, Lewendon, Gulliver and Mittenberger, LLC, New Haven, CT |
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Matthew J. Marcus, Esq., LL.M.
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Colucci, Colucci, Marcus & Flavin, PC |
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Mark W. Dost
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Tinley, Nastri, Renehan & Dost, Waterbury, CT |
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Timothy M. Vogel
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Vogel & Associates, Portland, ME |
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Ian S. Oppenheim, Esq., CELA, Chair
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Oppenheim & Maire, LLP, Halifax, MA |
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Martha T. Ramsey
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Ramsey & Hanesian, LLP, Hyannis, MA |
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Jay Kearns, III
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Kearns & Kearns, W. Hartford, CT |
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Carol Cioe Klyman, Esq.
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Shatz, Schwartz & Fentin, P.C., Springfield, MA |
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Bernard A. Krooks, Esq., CELA
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Littman Krooks LLP, New York, NY |
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Mark B. Heffner
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Heffner & Associates, Warwick, RI |
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Harriet H. Onello
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Lexington, MA |
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Edward D. Beasley
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Beasley & Ferber, Concord, NH |
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James Hardy, Esq.
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Tabor & Chudacoff, Pawtucket, RI
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Steven M. Cohen
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Cohen & Oalican, LLP, Boston, MA |
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Deborah J. Tedford, Esq.
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The Law Office of Tedford & Ceddia, PC, Mystic, CT |
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| S C H E D U L E / A G E N D A |
| 8:00 |
Registration & Continental Breakfast |
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| 9:00 |
Welcome and Introductions |
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| 9:10 |
Emerging Issues for the Future of Elder Law |
- Trends in Marketplace
- What Elder Law Attorneys Should Consider in Expanding Their Practice
- Impact of Multi-Disciplinary Practice
- How To Have a Successful Practice Utilizing Marketing & Management Tools
Bernard Krooks & Vincent Russo
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| 10:15 |
Plenary Session to Introduce Hypothetical & Identify Issues |
Moderator: Whitney Lewendon
- Legislative Highlights: What’s Happening Nationally and in New England States - Bernard Krooks
- Medicaid Trusts - Deborah Tedford
- Durable Power of Attorney - Mark Heffner
- Tax Issues - Carol Klyman
- How to Fix Medicaid Plans/Useful Hearing Strategies - Tim Vogel
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| 12:00 |
Luncheon -- Unprogram Discussion of Your Difficult Cases |
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| 1:35 |
Concurrent Workshops |
| Use of Hypothetical Case to Formulate Planning Tools and Discuss Advocacy Tips and Strategy
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| 3:15 |
Plenary Session |
| Reports from Workshops on Ideas and Approaches to Planning
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| Date: |
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Friday, October 04, 2002 |
| Tuition: |
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Tuition is $199; $159 for attorneys admitted to the Bar after 1999 and members of NAELA. Course book and lunch are included in the tuition charge. A limited number of partial scholarships are available. Please submit a written request via fax to (617) 305-3099.
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| Walk-Ins: |
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Space is limited. Registrations at the door are welcome, but please register in advance to reserve a seat and your written course materials or call to confirm space availability.
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| Refunds: |
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Written requests for cancellations received via fax or email 24 hours prior to the program will be granted a refund, minus a $15 charge. If you cannot attend, you can send a substitute, otherwise you will receive the written course materials.
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| Location: |
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Hoagland-Pincus Conference Center, Shrewsbury, MA
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| Credit: |
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Approved for CLE credit in RI, NH, VT, ME & NY.
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Special
Needs: |
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If you have special needs addressed by the Americans with Disabilities Act, please notify us as soon as possible.
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Unable to attend but are interested in the course materials?
Purchase Here! |
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