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In-Person Live | 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


  • 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

In-Person Live
Friday, October 28, 2022
7:45 AM–4:10 PM

Click here to view the full program agenda.

North Carolina Bar Center, 8000 Weston Parkway, Cary

Contact hotels directly for reservations at the special NCBA room rate. Rates are based on availability and rooms may sell out.

Embassy Suites, 201 Harrison Oaks Boulevard, Cary
Nightly Rate: $174 single/double
Reservations: Click here or call 919.677.1840 (Corporate Account Code: 2691626)

TownePlace Suites by Marriott, 120 Sage Commons Way, Cary
Nightly Rate: $114 studio queen with sleeper sofa (Sunday–Thursday)
Reservations: 919.678.0005 (Ask for the NCBA corporate rate)


  • 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

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)

North Carolina: 6.00 MCLE Hours

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

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.

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.