STRATEGIES FOR COPING WITH THE DEFICIT REDUCTION
ACT OF 2005
The Massachusetts Chapter of NAELA
9th Annual Northeast Elder Law Symposium
Sponsored with:
The Connecticut Chapter of NAELA
The New Jersey Chapter of NAELA
The New York Chapter of NAELA
The Pennsylvania Bar Association Section on Elder Law
The Social Law Library
Please Note: This course has already
been held.
Date: Friday, October 13, 2006
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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The Deficit Reduction Act of 2005 (“DRA”) is the most important change to Medicaid in 12 years. In the initial wake of the law, most programs were speculative in nature. By October, the law will have been in effect for nearly nine months. Some states will have regulations, others will not, and those that do will have significantly differing interpretations of the new law.
Attend this timely symposium and engage in a strategic discussion about how the “DRA” will affect day to day practice. Learn how each state has implemented DRA regulations, and get the inside track on what regulations are likely in states that, as of the time of this symposium do not have regulations (“non-implementing states”). Information about other states can be extremely valuable in this “Year of DRA 2005.” Those in non-implementing states can learn from implementing states so that they may be better able to influence the development of their state’s regulations. This discussion will be useful in developing ideas for litigation challenges to your own state’s interpretations or discovering hidden opportunities in your state’s regulations.
A panel of creative experts will lead a DRA 2005 strategy workshop in conjunction with audience participation. The panel will cover strategies that work, strategies that don’t, and strategies that should.
With increasing popularity, the Symposium series now reaches into nine northeast states: all of New England, New York, New Jersey, and Pennsylvania. This reach is especially valuable for attendees given that DRA 2005 is likely to receive significantly different interpretations by the several states.
HOTEL ACCOMODATIONS Please be advised that the price quoted in the brochure for $89.00 was an error; because of this oversight, anyone who reserves a room may take $10.00 off their registration fee. A limited number of hotel rooms will be held at the Southbridgehotel.com at the rate of $99 per night until October 10. To reserve call 508-765-8000 and identify yourself as a participant in the “Annual Elder Law Symposium.” Please visit the hotel's website for related links.
| S C H E D U L E / A G E N D A |
| 9:00 |
WELCOME AND INTRODUCTIONS |
Ian S. Oppenheim, Esq., CELA, Co-Chair
Oppenheim & Cole LLP, Halifax, MA Mark W. Worthington, Esq., CELA, Co-Chair
Worcester, MA
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| 9:10 |
REPORT ON DEVELOPMENTS IN WASHINGTON, D.C. |
Robert B. Blancato, President
Matz, Blancato & Associates, Inc.
Washington, DC
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| 10:15 |
STATE-BY-STATE UPDATE ON DRA AND CRITICAL DEVELOPMENTS |
- Spousal Refusal and Transferee Liability in Connecticut
- Waiver Requests and Disallowance from Special Needs Trusts (Huff case, Supreme Court) in New Hampshire
- Use of Promissory Notes under DRA in New Jersey
- Act 43 in Pennsylvania - Family Members Responsible for Nursing Home Costs
Ian S. Oppenheim, Esq., CELA, Moderator
Oppenheim & Cole LLP, Halifax, MA Sandra Sherlock White, Esq.
Newington CT Susan H. Levin, Esq.
Rosenberg, Friedman & Goldstein, Newton, MA John E. Laboe, Esq.
Laboe Associates, PLLC, Concord, NH Mary E. WanderPolo, Esq., CELA
Montclair, NJ Cora A. Alsante, Esq.
Hancock & Estabrook, LLP, Syracuse, NY Martin C. Womer, Esq.
Bergen & Parkinson, LLC, Kennebunk, ME Jeffrey A. Marshall, Esq., CELA
Marshall, Parker & Associates, LLC, Williamsport, PA Kenneth J. Rampino, Esq., CELA
Rampino Law Offices, Warwick, RI Dianne Rosen Pallmerine, Esq.
Aaron J. Goldberg, PLC, Burlington, VT
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| 12:30 |
DISCUSSION AND Q & A |
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| 2:00 |
STRATEGIES FOR COPING WITH DRA |
- Overview of Implementation Strategies
- Transfers
- Hardship Waivers
- Promissory Notes
- Annuities
- Spousal Planning (Including Spousal Refusal)
- Protecting Homesteads
- CCRCs
- Retirement Accounts
- Caregiver Agreements
- Estate Planning by the Guardian
- LTC Insurance Partnership
Vincent J. Russo, Esq., CELA, Moderator
Vincent J. Russo & Associates, P.C, Westbury, NY George Bickford, Esq.
Law Offices of George Bickford, East Granby, CT Robert F. Brogan, Esq., CELA
Point Pleasant, NJ Kathleen E. Kienitz, Esq., CELA
Elder Law Offices of Kathleen Kienitz, P.A., Lewiston, ME Bernard A. Krooks, Esq., CELA
Littman Krooks, LLP, White Plains, NY Leslie S. Madge, Esq., CELA
Leslie S. Madge, P.C., Acton, MA
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| Date: |
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Friday, October 13, 2006 |
| Tuition: |
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Tuition is $249; $199 for Suffolk alumni, attorneys admitted to the Bar after 2003, members of the MA, NY, CT, NJ Chapters of NAELA and members of the PA Bar Association Elder Law Section. 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 Category D; we have also been approved for 6.0 CLE credits by the Pennsylvania CLE Board. Call for credit information regarding other states. New York Attorneys
Although we are not an approved CLE provider in New York, we are recognized as an approved provider in New Hampshire & Rhode Island. Therefore, this course is eligible for New York Credit through the Approved Jurisdiction Policy (effective July, 2004). For more information, please vist New York State Unified Court System website by clicking on the link below. http://www.nycourts.gov/attorneys/cle/approvedjurisdictions.shtml
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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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