The 25th Annual Elder & Special Needs Law Symposium offers insight from respected elder and special needs law practitioners and aging-service professionals from North Carolina. This year's program includes a diverse array of topics for all attorneys, whether new to the practice or a seasoned professional.

You can expect to:

• Gain insight into special needs planning issues and hot topics
• Explore issues surrounding NC Medicaid Transformation — where it is and where it is going
• Lean how to protect clients from the growing sophistication of scammers and those who take advantage of vulnerable adults
• Review ethical considerations when working with families pursuing guardianships and as guardian ad litem

Attendees have the option to choose between two program tracks: "Basics," which is devoted to an introductory overview of essential aspects of an elder law practice, or "Advanced," which discusses issues commonly included on the specialization exam.

INCLUDED SESSIONS

• Interpreting and Applying Rule 1.14 in Light of the Paradigm Evolution
• Keynote Address: NC Medicaid Transformation
• Technology Hour
• Medicaid Eligibility and Basics of Medicaid Planning
• Advanced Fiduciary Representation and Litigation
• An Introduction to Special Needs Trusts
• Beyond the Basics of Medicaid Planning
• Case Studies in Asset Protection
• Top 10 Social Security Administration and Medicare Questions
• The Guardianship Process From Petition to Adjudication
• Housing Options for Elders and Persons With Disabilities
• 2020 Legislative Updates
• Special Needs Planning
• Elder Fraud and Abuse Updates
• Elder Law Specialization Panel

DETAILS
Live Webcast
Thursday-Friday, March 4-5, 2021
Day 1: 7:55 AM–5:30 PM
Day 2: 7:55 AM–1:00 PM

AGENDA
Click here to view the full program agenda.

SPEAKERS

• Marjorie J. Brown, Elder Law & Estate Planning Solutions of the Piedmont, Concord
• Warren W. Coble, Warren Coble & Associates Inc., Asheboro
• Victor C. Garlock, Garlock & McKinney, Black Mountain
• A. Frank Johns Jr., Booth Harrington & Johns of NC PLLC, Greensboro
• Douglas E. “Doug” Koenig, Law Offices of Douglas E. Koenig PLLC, Durham
• Brian T. Lawler, The Van Winkle Law Firm, Asheville
• B. Bailey Liipfert III, Liipfert Law Group PLLC, Winston-Salem
• Roger T. Manus, Campbell University School of Law, Raleigh
• Letha S. McDowell, Hook Law Center PC, Kitty Hawk
• Ryan F. Platt, A Special Needs Plan Inc., Charlotte
• John R. Potter, Potter Law Firm, Charlotte
• Kathleen R. Rodberg, McGuire Wood & Bissette PA, Asheville
• Lisa Salines-Mondello, Salines-Mondello Law Firm PC, Wilmington
• Meredith S. Smith, UNC School of Government, Chapel Hill
• Aimee N. Wall, UNC School of Government, Chapel Hill
• Matthew W. “Matt” Wolfe, Parker Poe Adams & Bernstein LLP, Raleigh
• Jim Wolverton, ElderCounsel, Bend, OR

PLANNED BY
NCBA Elder & Special Needs Law Section

• Marjorie J. Brown, Elder Law & Estate Planning Solutions of the Piedmont, Concord (Planner)
• Brian T. Lawler, The Van Winkle Law Firm, Asheville (Planner)

APPROVED CREDIT
North Carolina: 12.50 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.