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ATLANTIC ELDER & SPECIAL NEEDS LAW FORUM


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Join your colleagues at this 1½ day regional conference focusing on long term care planning, special needs, and trusts and estates.

With speakers from across the region, you’ll pick up valuable strategies & information you need to effectively represent your clients.

Program Agenda:

Time

Topic

Speakers

 

MONDAY NOV. 9, 2009

9:00 am

Introduction

Moderator
Lawrence A. Friedman, Esq.

9:15 am

A national perspective on the practice of elder & special needs law

2009/2010 NAELA President
Stephen J. Silverberg, Esq.

10:10 am

Special Needs Settlement Trusts, Medicare Secondary Payer Act, and Medicare Set-aside Arrangements

Lawrence A. Friedman, Esq.

11:00 am

Break

 

11:15 am

Administering special/supplemental needs trusts to minimize income for SSI and Medicaid purposes and the recent trust POMS

Joan Lensky Robert, Esq.

12:05 pm

Luncheon

 

1:15 pm

Medicaid Planning- Annuities and More

Shirley Whitenack, Esq. &
Matthew J. Parker, Esq.

2:54 pm

Break

 

3:10 pm

Medicaid Planning- Cutting edge considerations

Lisa Nachmias Davis, Esq. &
Thomas D. Begley, Jr., Esq.

5:15 pm

Wine and beer reception (included)

NJICLE

 

TUESDAY NOV. 10, 2009

9:00 am

Veterans Benefits

Victoria L. Collier, Esq.

12:15 pm

Wrap up and close

Lawrence A. Friedman, Esq.


Tuition feesReg. FeeReg. Type
SPECIAL RATE!
Attend Day One Only
(No other discounts apply.)
$199.00 EB
SPECIAL RATE!
Attend Day Two Only
(No other discounts apply.)
$159.00 EB
ATTEND BOTH DAYS
General Tuition (REG)
$299.00 REG
ATTEND BOTH DAYS
NJICLE SEASON TICKET
3 Season Ticket(s) STX
ATTEND BOTH DAYS
MEMBERS, NJSBA (NJB*)
$259.00 NJB*
ATTEND BOTH DAYS
MEMBERS, NAELA
$259.00 COS
Credit TypeCredit Amount
PAS: 6.0 credits pending
($32 fee for all PA credits)
PAE: 2.0 credits pending
(Included in PA credit fee)
NYP (t&n/t): 7.5
credits
NYE (t&n/t): 2.0
credits
CPE: 5.0 accounting
credits
CFP 3.0 Estate Planning and 2.0 Retirement Planning credits
NEW JERSEY: 7.5
general credits pending
NEW JERSEY ETHICS: 2.0
credits pending
DOOR REGISTRATIONS: $309
Advance registration closes at noon of the day preceding the program. After that time you may still register, space permitting, for the Door Registration Fee. PLEASE CALL FIRST to confirm the seminar schedule and space availability.
* NJSBA Member Price – To qualify for this reduced price, you must provide your NJSBA Member# at the time you place your order. If you place your order without providing your NJSBA Member#, you will be charged the regular price.

Cancellation policy


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ATLANTIC ELDER & SPECIAL NEEDS LAW FORUM
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