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
Rebroadcast (Original Program Date: October 28, 2022)
Wednesday, January 11, 2023
8:55 AM–4:05 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

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.