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In-Person Live | 27th Annual Elder and Special Needs Law Symposium

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The 27th Annual Elder & 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.

Whether new to the practice or a seasoned professional, this year's program offers a diverse array of topics:

  • Hear about developments in special needs planning and putting supportive decisions making into action
  • Explore strategies to dealing with the challenges of working with an aging client base
  • Dive deeper into advanced guardianship considerations, representing fiduciaries
  • Gain a refresher on the ethical considerations working with potential impaired or disabled clients
  • Learn more about US Public Policy developments and legislative, administrative and case law updates from across the State and from around the US.


  • Ethical Considerations in Representing Older Adults
  • State of the Union: A Discussion of US Public Policy on Aging
  • What's New in Elder and Special Needs Law
  • Carrying the Weight of Compassion: When Death Comes with the Job
  • Developments in Special Needs Planning
  • NC Emerging Legislation: Medical Aid in Dying
  • Fight or Flight: What to Expect When a Guardianship Hearing is Contested
  • Supported Decision-Making: Protecting Rights, Ensuring Choices
  • The Intersection of Elder Law and Disability Law
  • You Have Been DENIED: Medicaid Application Appeals
  • Putting it Into Practice: The Nuts and Bolts of Developing and Running an Elder Law Practice
  • Advanced Guardianship and Fiduciary Representation
  • SECURE Act 2.0: The Impact on Elder and Special Needs Planning

In-Person Live
Thursday-Friday, February 23-24, 2023
Day 1: 11:25 AM–5:00 PM
Day 2: 7:30 AM–5:00 PM

Click here to view the full program agenda.

Grandover Resort, 1000 Club Road, Greensboro

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

Grandover Resort, 1000 Club Road, Greensboro
Nightly Rate: $194 single/double
Reservations: Click here or call 336.294.1800 (Ask for the NCBA Elder Law group rate.)


  • Steven W. Arrington, The Arrington Firm PC, Greensboro
  • Leah M. Broker, The Law Office of Leah Broker PA, Asheville
  • Marjorie J. Brown, Elder Law & Estate Planning Solutions, Concord
  • Brenna M. Galvin, Maser Amundson Boggio PA, Richfield, MN
  • Timothy E. Heinle, UNC School of Government, Chapel Hill
  • Joan A. Keston, Dying Right NC, Hillsborough
  • Brian T. Lawler, Van Winkle Law Firm, Asheville
  • Hugh M. Lee, Brody School of Medicine at East Carolina University, Greenville, NC
  • Jonathan Martinis, Burton Blatt Institute at Syracuse University, Washington, DC
  • Mark D. Munson, Ruder Ware LLSC, Wausau, WI
  • Ryan F. Platt, A Special Needs Plan, Charlotte
  • Jennifer M. Roden, Craige & Fox, Wilmington
  • Matthew S. Schrum, Evergreen Estate Planning & Elder Law, Elkin
  • Edmund Tiryakian, Dying Right NC, Hillsborough
  • Jim Wolverton, ElderCounsel, Bend OR
  • Uta Zacharias, Lawyers Mutual Liability Insurance Company, Cary

NCBA Elder & Special Needs Law Section

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

North Carolina: 11.50 MCLE Hours

1.00 Ethics/Professional Responsibility
1.00 Substance Abuse/Mental Health
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.