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In-Person Live | 2023 Basics of Elder and Special Needs Law

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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
Friday, October 27, 2023
8:25 AM–4:40 PM

AGENDA
Click here to view the full program agenda.

IN-PERSON LIVE LOCATION
North Carolina Bar Center, 8000 Weston Parkway, Cary

HOTEL INFORMATION
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)

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

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


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.