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2022 Basics of Elder and Special Needs Law


The 2022 Basics of Elder and Special Needs Law program offers a foundational knowledge base for building an elder and special needs law practice.

Attendees receive practical guidance on the basics of elder and special needs planning and Medicaid eligibility, with a focus on the following learning objectives:

  • Understanding the basics of Medicaid eligibility and introductory planning techniques
  • Locating and analyzing relevant statutes, regulations, rules, and resources for public benefits planning
  • Learning the basics of guardianship law and gaining insight into potential changes on the horizon
  • Gaining a working knowledge of other publicly available benefits and how they fit into an elder and special needs law practice
  • 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
  • Introduction to Medicaid Eligibility and Planning Techniques
  • Rethinking Guardianship — Present and Future
  • Special Needs Planning: ABLE, SSI, Housing and Other Publicly Available Benefits
  • Resources and FAQs You Have Been Afraid to Ask
  • Putting It All Together: Case Studies in Elder Law and Special Needs Planning

DETAILS
In-Person Live or Live Webcast
Friday, October 28, 2022
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 In-Person Live program agenda.
Click here to view the full Live Webcast 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

  • Nicki Applefield Engel, Collins Family Law Group, Charlotte
  • Kara Gansman, Cranfill Sumner LLP, Wilmington
  • Brian T. Lawler, The Van Winkle Law Firm, Asheville
  • Bailey Liipfert, Liipfert Law Group, Winston-Salem
  • John R. Potter, Potter Law Firm, Charlotte
  • Kathleen R. Rodberg, McGuire Wood & Bissette PA, Asheville
  • Jennifer Roden, Craige & Fox, Wilmington
  • Hannah Vaughan, Corporation of Guardianship, Greensboro

PLANNED BY
NCBA Elder & Special Needs Law Section

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

APPROVED CREDIT
North Carolina: 6.00 MCLE Hours

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


COVID-19 UPDATE
Individuals experiencing COVID-19 symptoms, or within a COVID-19 quarantine/isolation period (as defined by the CDC at the time of the event) should not attend NCBA/NCBF events in person. Should a registrant for an in-person CLE event begin to experience COVID-19 symptoms or fall within a COVID-19 quarantine/isolation period, they will be provided with a digital registration upon request.

Masks remain optional at NCBA/NCBF in-person events, and we encourage all attendees to use good health and safety practices. The NCBA/NCBF does not provide notification of potential exposure following in-person events.

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.