(Webcast) Elder Law for the Non-Elder Law Attorney

Thursday, October 15, 2020 | 6:00 pm – 8:00 pm

Register for the Live Webcast

Program Chair and Leader:

Lissett C. Ferreira
Meenan & Associates LLC

  • Non-elder law attorneys will become familiar with the elder law issues that may arise in their practices, whether it be a real estate attorney transferring real property of a disabled or elderly person, a personal injury or other plaintiffs’ side attorney whose client lacks capacity, or a matrimonial attorney who suspects their client has diminished capacity.

    Attendees will learn the following:

    1. How to identify and handle clients with diminished capacity
    2. What to do if your plaintiff in a litigation is incapacitated
    3. Understand different government benefits and how they could be affected by a lawsuit

    Program Fee:
    $149 for Members | $249 for Nonmembers
    Small Law Firm: $79 for Members

    Members who are Recent Law Graduates, Newly Admitted Lawyers (admitted for the first time in any state or country 2018-2020), In-House/Corporate Counsel, Judges, or attorneys that practice within the Government, Academic or Not-for-Profit sectors attend this program for free.

  • Lorese Phillips
    Pierro, Connor & Strauss, LLC

    Alexander Ryley
    The Legal Aid Society

    Tamara L. Stack
    Stack & Associates

  • 6:00 pm – 6:05 pm
    Overview and Introduction

    • What is elder law?
    • Review different types of issues non elder law attorneys may confront

    6:05 pm – 6:30 pm
    Basic Estate Planning Documents

    • Discuss health care proxies and living wills
    • Review powers of attorney and statutory gift riders
    • Discuss last will and testament

    6:30 pm – 6:55 pm
    Government Benefits: Medicaid

    • Review Medicaid eligibility requirements
    • How to identify when clients on government benefits need elder law attorney
    • Discuss different types of scenarios where non-elder law attorneys need to understand Medicaid and other government benefits with examples from practice

    6:55 pm – 7:20 pm
    Supplemental Needs Trusts (SNTs) & Long Term Care Planning 

    • Review basic legal requirements for SNTs
    • Discuss how to identify when potential clients may benefit from SNTs
    • Long Term Care planning

    7:20 pm – 7:45 pm
    How to identify and address clients with diminished capacity & What to do if your plaintiff in a litigation is incapacitated

    • Diminished capacity: review professional rule &; discuss different scenarios that may arise with non-elder law attorneys and available options for intervention
    • Discuss different types of scenarios involving a litigated guardianship that may arise with non-elder law attorneys
    • Discuss different types of guardianships: Article 81 v. 17A, standard, where and how filed

    7:45 pm – 8:00 pm
    Q&A/Additional Panel Discussion 

  • New York: 2.0 Professional Practice
    New Jersey: 2.4 General
    California: 2.0 General
    Pennsylvania: 1.5 General
    Connecticut: Available to Licensed Attorneys

  • Sponsoring Association Committees:
    Legal Problems of the Aging, Peter Travitsky, Chair
    Small Law Firm, Anne Wolfson, Chair

    Co-Sponsoring Organization:
    Small Law Firm Center

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

Register for the Live Webcast

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