The 2023 Basics of Elder and Special Needs Law program offers a foundational knowledge base for building an elder and special needs law practice.

This year's program provides practical guidance on the basics of Medicaid eligibility and qualification — an essential part of most elder and special needs law practices.

Attendees enjoy the following benefits:

• 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 advanced estate planning for potential Medicaid and Special Assistance eligibility and understanding working strategies for crisis planning
• Gaining a working knowledge of the Medicaid application and appeal process
• 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

• "Who Is the Client?": Ethical Issues Arising in Representation
• Introduction to Medicaid Eligibility and Planning Techniques
• Estate Planning Techniques for Future Medicaid and Special Assistance Eligibility
• "We Need Help NOW!": Medicaid and Special Assistance Crisis Planning
• Medicaid and Special Assistance Application and Appeals
• Putting It All Together: Case Studies in Elder Law and Special Needs Planning

DETAILS
In-Person Live or Live Webcast
Friday, October 27, 2023
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

• Dori Dixon, Southpoint Estate Planning, Durham
• Brian T. Lawler, The Forest Law Group, Asheville
• Hugh M. Lee, East Carolina University, Greenville
• John R. Potter, Potter Law Firm, Charlotte
• Jennifer Roden, Craige & Fox, Wilmington
• Matt Schrum, Evergreen Estate Planning and Elder Law, Elkin

PLANNED BY
NCBA Elder & Special Needs Law Section

• Marjorie Brown, Elder Law & Estate Planning Solutions of the Piedmont, Concord (Planner)
• Brian T. Lawler, The Forest Law Group, Asheville (Planner)
• Jennifer Roden, Craige & Fox, Wilmington (Planner)

APPROVED CREDIT
North Carolina: 6.00 MCLE Hours

COVID-19
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.