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2021 Basics of Elder and Special Needs Law

The 2021 Basics of Elder and Special Needs Law program offers a foundational knowledge base for building an elder and special needs law practice.

This year's program offers practical guidance on the basics of elder and special needs planning and Medicaid eligibility. Attendees also enjoy the following benefits:

  • Developing improved cultural competency and awareness of relevant ethical issues when representing a diverse client base
  • Locating and analyzing relevant statutes, regulations, rules and resources for public benefits planning
  • Learning the basics of guardianship laws and the process of obtaining and administering a guardianship
  • Using 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 Competence and LGBTQIA+ Communities
  • Introduction to Medicaid Eligibility and Planning Techniques
  • Using Trusts in Elder and Special Needs Planning
  • Resources and FAQs You Have Been Afraid to Ask
  • Basics of Guardianship
  • Putting It All Together: Case Studies in Elder Law and Special Needs Planning

Live Webcast
Friday, October 22, 2021
8:15  AM–5:25 PM

Click here to view the full program agenda.


  • Andrew D. Atherton, McGuire Wood & Bissette PA, Asheville
  • Brian T. Lawler, The Van Winkle Law Firm, Asheville
  • Mariah D. McKinney, Garlock & McKinney, Black Mountain
  • John R. Potter, Potter Law Firm, Charlotte
  • Kathleen R. Rodberg, McGuire Wood & Bissette PA, Asheville
  • Aimee L. Smith, Craige Jenkins Liipfert & Walker LLP, Winston-Salem
  • Connie J. Vetter, Connie J. Vetter Attorney at Law PLLC, Charlotte
  • Joshua T. Walthall, Nelson Mullins Riley & Scarborough LLP, Raleigh

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: 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.