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 year's program offers a diverse array of topics for all attorneys, whether new to the practice or a seasoned professional.
Attendees can expect to:
- Explore alternative dispute resolution in elder law like mediation
- Dive deeper into the complexities of annuities, retirement accounts and the SECURE Act
- 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.
INCLUDED SESSIONS
- Ethics
- Technology
- A New Look at Certified Mediation Before Clerks of Superior Court
- Sole Benefit Trusts
- What's New in Elder and Special Needs Law: Legislative and Case Law Updates
- Secure Act
- Special Needs Planning and Multi-Generational Money
- Multidisciplinary Teams: Difficulties, Progress, Etc.
- Deep Dive Into Annuities / IRAs
- The Registry of Unmet Needs, Also Known as the Waitlist for the NC Innovations Waiver
- Deeds, Deeds, Deeds
DETAILS
Rebroadcast
Tuesday–Wednesday, June 11–12, 2024 (Original Program Date: February 22–23, 2024)
Day 1: 8:55 AM–4:25 PM
Day 2: 8:55 AM–3:15 PM
AGENDA
View the full program agenda.
SPEAKERS
- Jessica M. Arnold, NC State Bar, Raleigh
- Phoebe Bulls, McGuire Wood & Bissette PA, Asheville
- Danielle Bumarch, Honorbridge, Greenville
- Tara Cho, Womble Bond Dickinson, Raleigh
- Rebecca Daddino, Monk Law Firm PLLC, Charlotte
- Jenna Hamill Flynn, Autism Society of NC, Raleigh
- Kimberly Herrick, Mills Law PA, Concord
- Christina G. Hinkle, McPherson Rocamora Nicholson Wilson & Hinkle PLLC, Durham
- A. Frank Johns, Booth Harrington & Johns, Greensboro
- Brian T. Lawler, The Forest Law Group, Asheville
- Robert Mason, Mason Law PC, Asheboro
- Ryan Meisnere, NC State Bar, Raleigh
- Kristi A. Nickodem, UNC School of Government, Chapel Hill
- Ryan Platt, A Special Needs Plan, Charlotte
- John Potter, Potter Law Firm, Charlotte
- Kristy Preston, UNC School of Government, Chapel Hill
- Kathleen Rodberg, McGuire Wood & Bissette, Asheville
- Jennifer M. Roden, Craige & Fox, Wilmington
- Meredith Stone Smith, UNC School of Government, Chapel Hill
- Judy Smithmyer, Autism Society of North Carolina, Greensboro
PLANNED BY
NCBA Elder & Special Needs Law Section
- Marjorie Brown, Elder Law & Estate Planning Solutions, Concord (Planner)
- Brian T. Lawler, The Forest Law Group, Asheville (Planner)
- Jennifer M. Roden, Craige & Fox, Wilmington (Planner)
APPROVED CREDIT
North Carolina: 12.00 MCLE Hours
Includes
1.00 Ethics/Professional Responsibility
1.00 Technology Training
Qualifies for NC State Bar Elder Law Specialization
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.
