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
Live Webcast
Friday, October 27, 2023
8:55 AM–4:40 PM

AGENDA
Click here to view the full program agenda.

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

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.