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2020 Basics of Elder and Special Needs Law

The 2020 Basics of Elder and Special Needs Law program offers a foundational knowledge base for building an elder and special needs law practice, including practical guidance on the basics of elder and special needs planning and Medicaid eligibility.

Attendees also enjoy the following benefits:

  • Develop cultural competency and awareness of relevant ethical issues when representing a diverse client base
  • Hear how to locate and analyze relevant statutes, regulations, rules and resources for public benefits planning
  • Learn the basics of guardianship laws and the process of obtaining and administering a guardianship
  • Use applicable case studies to help see the bigger picture of how the various facets of elder and special needs planning fit together


  • Ethical Issues Arising in Representation
  • Cultural Competency in Elder and Special Needs Planning
  • Introduction to Medicaid Eligibility & Planning Techniques
  • Using Trusts in Elder Law – Critical Tax Rules You Must Know
  • FAQs of Elder Law, Locating Resources and Other Elder Law Questions You May be Too Afraid to Ask
  • Basics of Guardianship
  • Putting it all Together – Case Studies in Elder Law and Special Needs Planning

Live Webcast
Friday, October 23, 2020
8:15 AM–5:10 PM

Click here to preview the full program agenda.


  • Andrew D. Atherton, McGuire Wood & Bissette PA, Asheville
  • Marjorie J. Brown, Elder Law & Estate Planning Solutions of the Piedmont, Concord
  • Victor C. Garlock, Garlock & McKinney, Black Mountain
  • Brian T. Lawler, The Van Winkle Law Firm, Asheville
  • Robert A. Mason, Mason Law PC, Asheboro
  • Natalie J. Miller, Law Office of Natalie J. Miller PLLC, Mooresville
  • John R. Potter, Potter Law Firm, Charlotte
  • Kathleen R. Rodberg, McGuire Wood & Bissette PA, Asheville

NCBA Elder & Special Needs Law Section

  • Brian T. Lawler, The Van Winkle Law Firm, Asheville (Planner)

North Carolina: 7.50 MCLE Hours

1.00 Ethics/Professional Responsibility
Qualifies for NC State Bar Elder Law Specialization


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.