Estate Planning: Basics, the LGBTQ Community, and Legal Capacity Issues

Originally held on Tuesday, October 15, 2019 | 6:00 p.m. – 9:00 p.m.

Program Co-Chairs:
Britt Burner Burner Law Group, P.C.	Sofiya Nozhnik Law Office of Sofiya Nozhnik PLLC

• Description
• Faculty
• Agenda
• CLE Credit
• Sponsors

• This program will focus on various issues that arise when it comes to estate planning.  A panel of guardianship judges will discuss the distinction between finding an alleged incapacitated person to be a person in need of a guardian or an incapacitated person and what this distinction means practically for issues, such as estate planning, after a guardian is appointed.  The program will feature a panel discussion by several Justices of the Supreme Court of the State of New York who preside over Mental Hygiene Law Article 81 matters, focusing on capacity issues especially as they relate to post-appointment matters.  This will be followed by a presentation by Naomi Levin, Esq., Grimaldi & Yeung LLP on the basics of estate planning and drafting.  The program will also cover a variety of legal issues in estate planning specific to the LGBTQ community, presented by Thomas Sciacca, Esq., Law Offices of Thomas Sciacca, PLLC.  This program is an excellent opportunity for non-elder law attorneys to be introduced to the practice of estate planning and guardianship.   Elder law attorneys will get a chance to refresh and review their knowledge as well as ponder on the issues of capacity when the guardianship and estate planning worlds collide.

  OnDemand: $69 for Members | $169 for Nonmembers
  Members who are Recent Law Graduates, Newly Admitted Lawyers (admitted for the first time in any state or country 2017-2019), In-House/Corporate Counsel, Judges, or attorneys that practice within the Government, Academic or Not-for-Profit sectors attend this program for free.

• Hon. Tanya R. Kennedy Supreme Court New York County	Naomi Levin Grimaldi & Yeung LLP	Hon. Lee A. Mayersohn Justice of the Supreme Court Queens County
  Hon. Lisa S. Ottley Justice of the Supreme Court Kings County	Thomas Sciacca Law Offices of Thomas Sciacca, PLLC	Hon. Charles M. Troia Supreme Court Richmond County

• 6:00 p.m. – 6:05 p.m.	Introduction of Topics and Panelists
  6:05 p.m. – 7:20 p.m.	Judicial Panel – Article 81 Judges on Legal Capacity Capacity determination under MHL Article 81 Distinction: Person In Need of A Guardian (PING) vs. Incapacitated Person (IP) Post-appointment issues, such as estate planning involving PING vs IP Moderators: Britt Burner, Sofiya Nozhnik Panelists: Hon. Tanya R. Kennedy Hon. Lee A. Mayersohn Hon. Lisa S. Ottley Hon. Charles M. Troia
  7:20 p.m. – 7:35 p.m.	Break
  7:35 p.m. – 8:50 p.m.	Estate Planning and LGBTQ Community Revocable trusts Irrevocable medicaid asset protection trusts What is LGBTQ estate planning? Why is LGBTQ estate planning important? Naomi Levin and Thomas Sciacca
  8:50 p.m. – 9:00 p.m.	Questions & Answers

• CLE Credit
  New York: 3.0 Professional Practice
  New Jersey: 3.2 General
  California: 2.5 General
  Pennsylvania: 2.5 General

• Sponsoring Association Committee:
  Legal Problems of the Aging | Britt Burner, Chair

  Sponsorship Opportunities are Available! Please Contact:
  Angie Avila, Manager, Membership Outreach and Sponsorships | (212) 382-6608 | aavila@nycbar.org

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