Tuesday, October 13, 2015 | 6 pm – 9 pm
Charles Altman
Altman Law Group, LLC
Alison M. Kaplan
Guardianship Project, Vera Institute of Justice
The program will provide an overview of significant developments in the practice of elder law. A panel of experienced practitioners will discuss the variety of legal and ethical issues raised by a multifaceted hypothetical, wherein a client seeks guardianship for a parent. The panel will present traditional as well as alternative approaches available to guardianship. Updates will be provided on Veterans Benefits, with a specific focus on Disability Pensions and Aid and Attendance programs to provide assistance to disabled and elderly clients who served as veterans. The program will also provide updates on proposed eligibility rules, and contrast them to Medicaid eligibility. The program will also cover relevant ethics issues.The program will feature a presentation by David Silva, Program Director of the Independent Consumer Advocacy Network (ICAN), the first statewide Ombudsman program for Medicaid recipients needing long-term care services in New York. The presentation will detail the recently-introduced Fully-Integrated Dual Advantage (FIDA) program, and will include tips on determining if FIDA is right for your client and working with FIDA plans in order to help your client get the services they need.
Live Program:
$149 Member / $249 NonmemberSmall Law Firm:
$79 Member / $129 NonmemberProgram Co-Chairs:
Charles Altman
Altman Law Group, LLC
Alison M. Kaplan
Guardianship Project
Vera Institute of Justice
Program Faculty:Rebekah Diller
Clinical Associate Professor of Law
Benjamin N. Cardozo School of LawDevika Kewalramani
Moses & Singer, LLP
Felicia Pasculli
Elder Law and Special Needs Practice of Felicia Pasculli, Esq.
Olga R. Perez
Director
Guardian Assistance Network
David Silva
Program Director
Independent Consumer Advocacy Network
The Community Service Society of New York6 pm – 6:05 pm Introduction of Topics and Panelists
Alison M. Kaplan and Charles Altman
6:05 pm – 6:55 pm Veterans’ Benefits Session
- The Department of Veterans Affairs (“DVA”)
- Geriatric services provided by DVA’s health care system
- The Compensation & Pension Programs
- Intersection of VA benefits and Medicaid
- Review and Question & Answers
Felicia Pasculli
6:55 pm – 7:45 pm Introduction to ICAN and FIDA
- Introduction to ICAN
- What is FIDA
- Who might benefit from FIDA
- Solving problems in FIDA
- Questions & Answers
David Silva
7:45 pm – 8 pm Break
8 pm – 9 pm Ethical Issues & Alternatives to Guardianship
- Review of hypo
- Execution of estate planning documents
- Mediation intervention with elderly clients
- Ethical issues when estate planning
- Estate planning concerns when client has moved out of NY state, executed new documents, and then moves back into NY state with capacity issues
- Mediation and supportive services to prevent guardianship
- Ethical risks in advising clients out of state
- Issues with trusts and trustees as alternatives to guardianship & Medicaid planning issues
- Use of mediation to identify underlying needs and interests of family members to support elder’s needs, well-being and options
- Client capacity/competence, conflicts of interest, and role/duties of lawyer
- Questions & Answers
Moderator: Charles Altman
Panelists: Rebekah Diller, Devika Kewalramani, and Olga R. Perez
CLE Credit:
NY: 3.0 total: 2.0 professional practice, 1.0 ethics
NJ: 3.2 total: 2.0 general, 1.2 professional responsibility
CA: 3.0 total: 2.0 general, 1.0 professional responsibility
PA: 2.5 total: 1.5 general, 1.0 professional responsibilitySave $$ on DVDs & CDs
*DVDs: $149 Member / $249 Nonmember
*CDs: $119 Member / $189 Nonmember
*Materials Only (no CLE credit): $99 Member / $129 Nonmember
* New York residents will be charged the New York sales tax for all audio visual purchases.
Can’t make it to the program in person? You can attend this program from your office or home. Register and view by clicking on the Casemaker logo below:
Sponsoring Association Committee: Legal Problems of the Aging, David Kronenberg, Chair
Sponsorship Opportunities are Available! Please Contact:
Ann Rappleye, Director of Programs of Programs, City Bar Center for CLE | (212) 382-6606 | ARappleye@nycbar.org____________________________________________________________________________________________