The 28th Annual Elder and Special Needs Law Symposium offers insight from respected elder and special needs law practitioners and aging-service professionals from North Carolina and across the country.
This year's program offers a diverse array of topics for all attorneys, whether new to the practice or a seasoned professional.
Attendees can expect to:
- Explore alternative dispute resolution in elder law like mediation
- Dive deeper into the complexities of annuities, retirement accounts and the SECURE Act
- Receive a refresher on the ethical considerations of working with impaired or disabled clients
- Learn more about benefits programs like the Innovations Waiver and other special needs planning
- Review legislative, administrative and case law updates from across the state and around the U.S.
INCLUDED SESSIONS
- Ethics
- Technology
- A New Look at Certified Mediation Before Clerks of Superior Court
- Sole Benefit Trusts
- What's New in Elder and Special Needs Law: Legislative and Case Law Updates
- Secure Act
- Special Needs Planning and Multi-Generational Money
- Multidisciplinary Teams: Difficulties, Progress, Etc.
- Deep Dive Into Annuities / IRAs
- The Registry of Unmet Needs, Also Known as the Waitlist for the NC Innovations Waiver
- Deeds, Deeds, Deeds
DETAILS
Rebroadcast
Tuesday–Wednesday, June 11–12, 2024 (Original Program Date: February 22–23, 2024)
Day 1: 8:55 AM–4:25 PM
Day 2: 8:55 AM–3:15 PM
AGENDA
View the full program agenda.
SPEAKERS
- Jessica M. Arnold, NC State Bar, Raleigh
- Phoebe Bulls, McGuire Wood & Bissette PA, Asheville
- Danielle Bumarch, Honorbridge, Greenville
- Tara Cho, Womble Bond Dickinson, Raleigh
- Rebecca Daddino, Monk Law Firm PLLC, Charlotte
- Jenna Hamill Flynn, Autism Society of NC, Raleigh
- Kimberly Herrick, Mills Law PA, Concord
- Christina G. Hinkle, McPherson Rocamora Nicholson Wilson & Hinkle PLLC, Durham
- A. Frank Johns, Booth Harrington & Johns, Greensboro
- Brian T. Lawler, The Forest Law Group, Asheville
- Robert Mason, Mason Law PC, Asheboro
- Ryan Meisnere, NC State Bar, Raleigh
- Kristi A. Nickodem, UNC School of Government, Chapel Hill
- Ryan Platt, A Special Needs Plan, Charlotte
- John Potter, Potter Law Firm, Charlotte
- Kristy Preston, UNC School of Government, Chapel Hill
- Kathleen Rodberg, McGuire Wood & Bissette, Asheville
- Jennifer M. Roden, Craige & Fox, Wilmington
- Meredith Stone Smith, UNC School of Government, Chapel Hill
- Judy Smithmyer, Autism Society of North Carolina, Greensboro
PLANNED BY
NCBA Elder & Special Needs Law Section
- Marjorie Brown, Elder Law & Estate Planning Solutions, Concord (Planner)
- Brian T. Lawler, The Forest Law Group, Asheville (Planner)
- Jennifer M. Roden, Craige & Fox, Wilmington (Planner)
APPROVED CREDIT
North Carolina: 12.00 MCLE Hours
PROGRAM PRICING
See pricing below. Discounts may be available for NCBA members who are students, law professors, judges or legal services/public interest attorneys. Call CLE at 919.677.0561 for details.