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25th Annual Elder & Special Needs Law Symposium

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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.


  • 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

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

Click here to view the full program agenda.


  • 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

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)

North Carolina: 12.50 MCLE Hours

1.00 Ethics/Professional Responsibility
1.00 Technology Training
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.