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26th Annual Elder and Special Needs Law Symposium

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The 26th Annual Elder and Special Needs Law Symposium offers insight from respected elder and special needs law practitioners and aging-service professionals from North Carolina and across the country.

This year's program features a diverse array of topics for all attorneys, whether new to the practice or a seasoned professional, including:

  • Changes to Medicaid (eligibility standards, estate recovery) and other publicly available benefits
  • Issues surrounding proposed changes to guardianship policies and statutes
  • Advanced guardianship considerations and representing fiduciaries
  • Ethical considerations for working with potential impaired or disabled clients
  • Legislative, administrative and case law updates from across the state and around the U.S.


  • Medicaid Updates and Practice Tips, COVID Impacts, Estate Recovery, Managed Care, and More
  • Technology, Security and Best Practices in an Elder Law Practice
  • SECURE Act, IRAs and Asset Protection Planning (Materials only)
  • Non-Long Term Care Medicaid Public Benefits Update
  • Rethinking the Guardian ad Litem Role
  • Advanced Guardianship and Fiduciary Representation
  • Litigation Issues for Elder Law Attorneys
  • "Baby One More Time"
  • Denied: Medicaid Application Appeal Process
  • What's New in Elder and Special Needs Law
  • Ethical Rattlesnakes: How to Avoid Being Bitten When Representing Fiduciaries

Rebroadcast (Original Live Webcast Date: February 24-25, 2022)
Wednesday-Thursday, May 11-12, 2022
Day 1: 8:55 AM–4:50 PM
Day 2: 8:55 AM–12:10 PM

Click here to view the full program agenda.


  • Steven Wayne Arrington, The Arrington Law Firm, Greensboro
  • Marjorie J. Brown, Elder Law & Estate Planning Solutions, Concord
  • Roberta K. Flowers, Stetson University College of Law, St. Petersburg, FL
  • A. Frank Johns, Booth Harrington & Johns, Greensboro
  • Brian T. Lawler, Van Winkle Law Firm, Asheville
  • Benjamin B. "Bailey" Liipfert III, Liipfert Law Group, Winston-Salem
  • Catherine Sanders Reach, North Carolina Bar Association, Cary
  • Kathleen R. Rodberg, McGuire Wood & Bissette, Asheville
  • Jennifer M. Roden, Craige & Fox PLLC, Wilmington
  • Matthew S. Schrum, Evergreen Estate Planning & Elder Law, Elkin
  • Douglas S. Sea, Charlotte Center for Legal Advocacy, Charlotte
  • Molly A. Whitlatch, Sharpless McClearn Lester Duffy, Greensboro

NCBA Elder & Special Needs Law Section

  • Marjorie J. Brown, Elder Law & Estate Planning Solutions, Concord (Planner)
  • A. Frank Johns, Booth Harrington & Johns, Greensboro (Planner)
  • Brian T. Lawler, Van Winkle Law Firm, Asheville (Planner)
  • Jennifer Roden, Craige & Fox, Wilmington (Planner)

North Carolina: 10.75 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.