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#2398 Special Needs Trusts: Issues from Administrators’ Perspectives

#2398 Special Needs Trusts: Issues from Administrators’ Perspectives

Presented on May 11, 2021 (expires 5/11/26)

1.0 CLE credits: Skills
Appropriate for Experienced Attorneys only

This session will cover nuances of the administration of both private special needs trusts and pooled trusts, which are planning tools commonly used to divert excess income and resources in order to qualify and maintain eligibility for SSI and Medicaid.

Speakers:
Jean E. Harris, Esq., Pfalzgraf Beinhauer Grear Harris Schuller, LLP
Kelly Barrett Sarama, Esq., Center for Elder Law & Justice, Chair, Elder Law Committee

Available Format: OnDemand, CD, DVD

OnDemand: $40 Members (Promo Code: member2025), $80 Non-Members

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#2413 The New Power of Attorney in Practice

#2413 The New Power of Attorney in Practice

Presented on October 15, 2021 (expires 10/15/26)

1.0 CLE credit: Skills
Appropriate for Experienced Attorneys only

This session will review the changes to the NYS Power of Attorney law which took effect on June 13, 2021 and suggest best practices for navigating these changes.

Speakers:
Rachel Baldassaro, Esq., Supervising Attorney, Center for Elder Law & Justice
Christopher Phillips, Esq., Staff Attorney, Center for Elder Law & Justice

Available Format: OnDemand, CD, DVD

OnDemand: $40 Members (Promo Code: member2025), $80 Non-Members

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#2463 Representing an SSA Claimant After an ALJ Denial

#2463 Representing an SSA Claimant After an ALJ Denial

Presented on April 14, 2023 (expires 4/14/28)

1.5 CLE credits: Skills
Appropriate for Experienced Attorneys only

Moderator: Ida Comerford, Esq., Co-Chair, Committee for the Disabled

Agenda:

  • Fee agreements
  • Request for Appeals Council review/representing and advocating before the AC
  • Filing initial applications while simultaneously appealing and SSR 11-1p
  • Federal Court procedures, filings, appearances, etc.
  • Round-table discussion
  • Panel Q&A with audience

Speakers:

  • Sarah Frederick, Esq., Frederick Law Offices, PLLC
  • Christopher Grover, Esq., Jeffrey Freedman Attorneys, PLLC
  • Taylor Schubauer, Esq., William C. Bernhardi Law Offices, PLLC
  • Lewis Schwartz, Esq., Lewis L. Schwartz, PLLC

Available format: OnDemand

OnDemand: $45 members (Promo Code: member2025), $90 Non-members

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