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28th Annual Elder and Special Needs Law Symposium


The 28th Annual Elder and 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.

This program manuscript offers a diverse array of topics for all attorneys, whether new to the practice or a seasoned professional.

Expect to:

  • Explore alternative dispute resolution in areas of elder law like mediation and collaborative law
  • Dive deeper into the complexities of annuities, retirement accounts, tax law and the SECURE Act
  • Gain a better understanding of the practical use of health care planning documents with health care providers
  • Receive a refresher on the ethical considerations of working with impaired or disabled clients
  • Learn more about benefits programs like the Innovations Waiver and other special needs planning
  • Review legislative, administrative and case law updates from across the state and around the U.S.

Specific topics include:

  • Ethics
  • Technology
  • A New Look at Certified Mediation Before Clerks of Superior Court
  • Tax Law for Idiots
  • Sole Benefit Trusts
  • Collaborative Civil Law
  • What's New in Elder and Special Needs Law: Legislative and Case Law Updates
  • Secure Act
  • Ethics Committees and Health Care Documents
  • Special Needs Planning and Multi-Generational Money
  • Multidisciplinary Teams: Difficulties, Progress, Etc.
  • Deep Dive Into Annuities / IRAs
  • Organ Donation / Funeral Trusts / Cremation Issues
  • The Registry of Unmet Needs, Also Known as the Waitlist for the NC Innovations Waiver
  • Deeds, Deeds, Deeds
  • N.C.G.S. 35A Changes

ASSOCIATED CLE PROGRAM
Manuscript originated from 28th Annual Elder and Special Needs Law Symposium, February 22–23, 2024