| 8th ANNUAL NORTHEAST ELDER LAW SYMPOSIUM
Critical Federal & State Developments in Medicaid and Trusts
Sponsored with the Massachusetts Chapter of NAELA
Please Note: This course has already
been held.
Date: Friday, September 16, 2005
Location: Southbridge Conference Center, Southbridge, MA
Time: 09:00 AM - 04:30 PM
Schedule/Agenda
Registration Information
Unable to attend but are interested in the course materials?
Purchase Here! |
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Medicaid continues to be an ever changing landscape with continuous court and legislative activity on the federal level and in most states during 2005. The President has appointed a federal Medicaid Commission to “study” the Medicaid issue, but voting members of the committee have been largely stacked with administration appointees. The state Governors have also waded in with their own report, but are split over a solution.
Some of the major state changes include: Connecticut withdrawing its proposed waiver; Legislative proposals in Massachusetts that would allow the maximum community spouse resource allowance; and New York’s interesting “compact” to provide private-public support for long-term care.
This year’s Elder Law Symposium has been expanded to include New York with time dedicated to the New York compact and its potential impact on other states. The Symposium presenters will advise attendees of the changes, inform them of the current status of the important cases in the elder law arena, and offer strategies for planning under the various changes. In addition to a discussion of legislation and policy changes, the symposium includes a panel on trusts and a workshop for discussion of difficult trust issues offering participants the opportunity to brainstorm and learn from their fellow elder law practitioners. For those interested in focusing on policy, there is an alternative session covering the interesting New York compact proposal.
Directions to to Southbridge Conference Center http:// www.southbridgehotel.com/directions_boston.htm
Hotel Accommodations A limited number of hotel rooms will be held at the Southbridge Conference Center at the rate of $89 per night until September 9. To reserve call 508-765-8000 and identify yourself as a participant in the “Annual Elder Law Symposium.”
Town of Southbridge Information http://www.ci.southbridge.ma.us/
Town of Sturbridge Informationhttp://www.sturbridge.org
| S C H E D U L E / A G E N D A |
| 9:00 |
WELCOME AND INTRODUCTIONS |
Ian S. Oppenheim, Esq., Chair
Oppenheim & Cole LLP, Halifax, MA
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| 9:10 |
FEDERAL LEGISLATION AND POLICY ISSUES |
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| 10:15 |
MEDICAID REFORM PENDING OR PASSED |
- Brief state-by-state analysis and discussion
- Focus on New York compact
Ian Oppenheim, Esq., Moderator
Oppenheim & Cole LLP, Halifax, MA Edward H. Adamsky, Esq.
Adamsky Law Offices, Tyngsboro, MA (NH) David J. Correira, Esq., Providence, RI Kathleen E. Kienitz, Esq.
Carlin & Kientiz, Lewiston, ME Whitney M. Lewendon, Esq.
Coan, Lewendon, Gulliver and Miltenberger LLC, New Haven, CT Dianne Rosen Pallmerine, Esq.
Aaron J. Goldberg, LLC, Burlington, VT Vincent J. Russo, Esq.
Vincent J. Russo & Associates, P.C, Westbury, NY Deborah H. Thomson, Esq.
Massachusetts Law Reform Institute, Boston, MA
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| 12:15 |
DISCUSSION AND Q & A |
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| 12:30 |
Luncheon Address |
“Federal Court Litigation to Protect the Community Spouse” - Spousal refusal—Connecticut case
- How states are treating annuities
- Interspousal transfers
René Reixach, Esq.
Woods Oviatt Gilman LLP, Rochester, NYMr. Reixach a partner in Woods Oviatt Gilman LLP in Rochester, New York. He is a graduate of Yale College and Harvard Law School and has litigated Medicaid eligibility issues in the federal and state courts for nearly three decades, including federal district court cases in five states and one case in the Supreme Court of the United States. He is a frequent CLE lecturer on Medicaid eligibility for the New York State Bar Association, the National Academy of Elder Law Attorneys, and other Bar Associations. He is a Fellow of the National Academy of Elder Law Attorneys, and he is a member of the Executive Committee of the New York State Bar Association Elder Law Section, from which he received the Outstanding Practitioner award in 2001.
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| 2:00 |
THIRD PARTY SUPPLEMENTAL NEEDS AND SELF-SETTLED SPECIAL NEEDS TRUSTS INCLUDING TAX ISSUES |
- Variations of self settled payback trusts
- Third party trust key provisions
- Practical tax issues for SNT’s
Deborah J. Tedford, Esq.
Tedford, Gianni, & Jensen, PC, Mystic, CT Robert A. Wells, Esq.
McLane, Graf, Raulerson & Middleton, Manchester, NH Neal A. Winston, Esq.
Moschella & Winston LLP, Somerville, MA
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| 3:15 |
Concurrent Workshops |
Trusts - Workshop Leaders Martin Womer (ME) & Neal Winston (MA) David Correira (RI) & John Laboe (NH) Robert Wells (NH) & Tim Loff (MA) Deborah Tedford (CT) & Ian Oppenheim (MA)
Legislation and Policy - Workshop Leaders Whitney Lewendon, Esq.
Coan, Lewendon, Gulliver and Miltenberger LLC, New Haven, CT Brian W. Lindberg, Esq.
NAELA Public Policy Consultant, Washington, D.C. Vincent J. Russo, Esq.
Vincent J. Russo & Associates, P.C, Westbury, NY
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| Date: |
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Friday, September 16, 2005 |
| Tuition: |
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Tuition is $249; $199 for Suffolk alumni, attorneys admitted to the Bar after 2002 and members of the MA & NY Chapters of NAELA. Course book and lunch included in the tuition charge.
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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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Southbridge Conference Center, Southbridge, MA
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| Credit: |
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This course will provide CLE credit in RI, NH, VT & ME and is approved for 6 CE credits for GAL Categories D & Q.
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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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