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Live Webcast | 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
Live Webcast
Friday, October 28, 2022
8:25 AM–4:10 PM

AGENDA
Click here to view the full program agenda.

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


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.