Monday, October 23 | 6 pm – 9 pm
Program Co-Chairs:
Lissett Ferreira
Lissett Ferreira, Esq.
Abraham S. Mazloumi
Abraham Mazloumi & Associates
-
The program will provide in-depth information on the following areas: (1) “Expanded Medicaid Transitions,” (2) “The Inner-Workings of Medicaid Asset Protection Trusts,” and (3) “Ethics for Attorneys Serving as Fiduciaries.”
The program will feature a presentation by Jacob McDonald, Esq., Client Services Counsel with Medicare Rights Center, who will discuss the transition process for individuals with expanded Medicaid coverage who are newly or soon-to-be Medicare-eligible. Jeffrey Asher, Esq., of the Law Offices of Jeffrey A. Asher, PLLC, will provide an in-depth analysis of the inner-workings of Medicaid asset protection trusts. The program will also cover the intersection between ethical and fiduciary obligations of attorneys who serve clients in a fiduciary capacity, including as guardians and trustees, presented by Hal R. Lieberman, of Emery Celli Brinckerhoff & Abady LLP and Daniel Fish, Esq., partner at McLaughlin & Stern.
Live Program: $99 Member | $199 Nonmember
Gov’t/Nonprofit/Full-Time Academic or Student: $49 Member | $99 Nonmember
Small Law Firm: $59 Member -
Jeffrey Asher
Law Offices of Jeffrey A. Asher, PLLCDaniel Fish
McLaughlin & SternHal R. Lieberman
Emery Celli Brinckerhoff & Abady LLPJacob McDonald
Client Services Counsel
Medicare Rights Center -
6:00 pm – 6:05 pm Introduction
6:05 pm – 6:55 pm The Inner-Workings of Medicaid Asset Protection Trusts
- Medicaid Asset Protection Trusts
- Medicaid Income-Only Trusts
- Medicaid Completed Gift Trusts
- Typical Questions
- Pseudo-Medicaid Trusts
- Revocable Living Trusts
- Third Party Discretionary Trusts
- Additional Considerations
- Drafting Tips and Mistakes
- Additional Planning
Jeffrey A. Asher, Esq.
6:55 pm – 7:45 pm Ethics for Attorneys Serving as Fiduciaries
- Conflicts
- Who is the Client?
- Client Capacity Issues
- Role of Family Members
- Confidentiality Concerns
- Elder Law Attorneys Serving as Fiduciaries
Hal Lieberman, Esq.
Daniel Fish, Esq.
7:45 pm – 8:00 pm Break
8:00 pm – 8:50 pm Expanded Medicaid Transitions
- Medicaid Basics
- Aged, Blind, and Disabled (ABD) Medicaid
- Expansion Medicaid
- Medicare Basics
- Medicare Savings Programs (MSPs)
- Helping Clients Transition from Expansion Medicaid to Medicare
- Case Studies
Jake McDonald, Esq.
8:50 pm – 9:00 pm Questions & Answers
-
NY: 3.0 total; 2.0 professional practice and 1.0 ethics
NJ: 3.2 total; 2.2 general and 1.0 professional responsibility
CA: 3.0 total; 2.0 general and 1.0 professional responsibility
PA: 2.5 total; 2.0 general and 0.5 professional responsibility
Sponsoring Association Committee:
Legal Problems of the Aging | Britt Burner, ChairSponsorship Opportunities are Available! Please Contact:
Maricela Alfonso, Membership and CLE Relations Associate | (212) 382-6608 | MAlfonso@nycbar.org
____________________________________________________________________________________________