| PRACTICAL TIPS FOR IMPLEMENTING DRA
MA Chapter of the National Academy of Elder Law Attorneys
10th Annual Northeast Elder Law Symposium
Sponsored with the
Connecticut Chapter of NAELA
New Hampshire Chapter of NAELA
New York Chapter of NAELA
Pennsylvania Bar Association Section of Elder Law
Vermont Chapter of NAELA
Please Note: This course has already
been held.
Date: Friday, October 12, 2007
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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Course Materials for Download
http://www.southbridgehotel.com/directions_boston.htm
States, with the blessing of CMS, have been developing increasingly restrictive interpretations of the Deficit Reduction Act of 2005. The initial predictions of what works and what doesn’t work to safeguard the independence and dignity of families facing long-term-care have been turned on their heads in the last twenty months. Many elder law attorneys have reluctantly resigned themselves to the reality of a five year planning horizon for Medicaid planning where there is no community spouse. That need not be the case.
Attend this dynamic and practical Symposium to learn what legal techniques your fellow practitioners in the Northeast have been successfully using in their respective states to cope with the draconian effects of the DRA of 2005: strategies that you may be able to implement in your practice to help your clients. You will learn that there are significant differences in how some states treat certain assets. That knowledge, combined with geographical considerations, may lead clients to consider residing in another state. Come learn whether there is a significant difference in the eligibility requirement of neighboring states that may benefit your clients.
Elder law attorneys have not traditionally used the Probate & Family Courts to develop or implement their Medicaid strategies since simpler remedies existed prior to the passage of the DRA of 2005. With the passage of the DRA of 2005, the courts have become a viable and attractive resource in which to provide for the dignity and independence of families facing the prospect of the long term care placement of a loved one. You will learn about successful Medicaid strategies implemented by using the Probate & Family Courts in various states and the planning opportunities that may exist. Learn the ins and outs of “spousal refusal” to safeguard the community spouse as well as the use of “spousal support petitions” and creative use of guardianships.
Faculty & Planning Committee Cora A. Alsante, Esq.
Hancock & Estabrook, LLP, Syracuse, NY Ann N. Butenhof, Esq., CELA, Planning Committee
Law Offices of Ann N. Butenhof, Manchester, NH David Craig, Esq., CELA
New Boston, NH Hyman G. Darling, Esq., CELA
Bacon & Wilson, P.C., Springfield, MA John Ford, Esq.
Neighborhood Legal Services, Lynn, MA Susan L. Goldring, Esq., CELA
Goldring, Edwards & Dalton, LLC, Tinton Falls, NJ Mark Heffner, Esq.
Heffner & Associates, Warwick, RI Judith Hoberman, Esq.
Shedd & Hoberman, Hamden, CT Dan Jurkovic, Esq., CELA
Rutherford, NJ Kathleen Kienitz, Esq., Planning Committee
Carlin & Kienitz, Lewiston, ME Laura M. Krohn, Esq., Planning Committee
Law Offices of Laura M. Krohn, Greenwich, RI Bernard A. Krooks, Esq., CELA
Littman Krooks, LLP, New York, NY John E. Laboe, Esq.
Laboe & Associates, PLLC, Concord, NH Jennifer Luitjens, Esq., CELA, Planning Committee
Wick & Maddocks, Essex Junction, VT Harry Margolis, Esq.
Boston, MA Jeffrey A. Marshall, Esq., CELA, Planning Committee
Marshall, Parker & Associates, LLC, Williamsport, PA Ian S. Oppenheim, Esq., CELA, Planning Committee
Oppenheim & Cole, LLP, Halifax, MA Diane Rosen Pallmerine, Esq., CELA
Shelburne, VT Matthew Parker, Esq., CELA
Marshall, Parker & Associates, LLC Professor Katherine Pearson
Penn State Dickinson School of Law, Carlisle, PA Carl Ahrens Price, Esq., CELA, Planning Committee
Price and Price, Haddonfield, NJ Marie Elena Puma, Esq.
Vincent J. Russo & Associates, P.C., Westbury, NY
Patricia Nelson Reade, Esq., CELA
Law Offices of Patricia Nelson Reade, Portland, ME Vincent J. Russo, Esq., CELA
Vincent J. Russo & Associates, P.C., Westbury, NY Sandra L. Sherlock-White, Esq., Planning Committee
Newington, CT Stephen J. Spano, Esq., CELA, Planning Committee
Spano & Dawicki, Saugus, MA Mark Worthington, Esq., CELA
Worcester, MA
| S C H E D U L E / A G E N D A |
| 9:00 |
WELCOME & INTRODUCTIONS |
Mark Worthington, Esq., CELA
President, Massachusetts Chapter of NAELA
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| 9:10 |
IMPACT OF DRA ON LONG TERM CARE |
| Professor Katherine Pearson
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| 10:00 |
CUTTING EDGE ISSUES IN ELDER LAW PRACTICE IN NORTHEAST STATES & DRA: DRACONIAN IMPLEMENTATION IN VARYING DEGREES |
| Moderator: Stephen Spano, Esq., CELA Cora A. Alsante, Esq., New York Judith Hoberman, Esq., Connecticut Patricia Nelson Reed, Esq., CELA, Maine Hyman G. Darling, Esq., CELA, Massachusetts David R. Craig, Esq., CELA, New Hampshire Daniel Jurkovic, Esq., CELA, New Jersey Matthew Parker, Esq., CELA, Pennsylvania Mark Heffner, Esq., Rhode Island Dianne Rosen Pallmerine, Esq., CELA, Vermont
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| 2:00 |
INCREASING PLANNING OPTIONS THROUGH PROBATE COURT PROCEEDINGS |
| Moderator: Bernard A. Krooks, Esq., CELA Divorce & Spousal Refusal
John F. Ford, Esq. Spousal Protection/Right of Election Statute
Marie Elean Puma, Esq. Annuities
Matthew Parker, Esq., CELA Spousal Support Petitions
Susan L. Goldring, Esq., CELA Guardianship
John E. Laboe, Esq.
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| Date: |
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Friday, October 12, 2007 |
| Tuition: |
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Tuition is $249; $199 for NAELA members, Suffolk alumni and attorneys admitted to the Bar after 2004. Course materials, continental breakfast, lunch and refreshments are included in the tuition.
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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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Approved for CLE Credit in RI, NH, VT & ME. It has also been approved for 6.0 GAL credits for Category I & Q and for 5.0 credits by the Pennsylvania CLE Board.
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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| Hotel Accommodations: |
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A limited number of hotel rooms will be held at the Southbridgehotel.com at the rate of $99.00 per night until October 1. To reserve call 508-765-8000 and identify yourself as a participant in the “Annual Elder Law Symposium.”
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Unable to attend but are interested in the course materials?
Purchase Here! |
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Library 
