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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

INCLUDED SESSIONS

  • 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

DETAILS
In-Person Live and Live Webcast
Friday, October 22, 2021
The In-Person Live event is limited to 100 registrants. Register early to reserve your seat!
Event start time varies based on delivery method. Click on the event at the bottom of the page for exact start times.

AGENDA
Click here to view the full program agenda.

IN-PERSON LIVE LOCATION
North Carolina Bar Center, 8000 Weston Parkway, Cary
Click on the In-Person Live event at the bottom of the page for hotel information.

SPEAKERS

  • 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

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: 7.50 MCLE Hours

Includes
1.00 Ethics/Professional Responsibility
Qualifies for NC State Bar Elder Law Specialization (Pending)


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.