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Elder Care in 2017

Presenter: Daniel L. Abrams and 5 more

Seminar Date:

Seminar Location: Plainview, NY

Four Points by Sheraton Plainview
333 S. Service Road
Plainview, NY 11803
Phone: 516-694-6500

This seminar is closed or full.

Agenda:

Registration:                      8:00 - 8:30 am

Morning Session:               8:30 am - 12:45 pm

Lunch (On your own):       12:45 - 1:45 pm

Afternoon Session:           1:45 - 4:40 pm


Basic Medicaid Eligibility Rules
R. Fatoullah

   New York Medicaid requirements
   Nursing home versus home care
   Exempt and non-exempt assets
   Spousal refusals and other spousal issues


Planning for Medicaid in Advance
R. Fatoullah

   Outright gifting versus irrevocable trusts
   Transfers of your home
   Tax considerations in Medicaid planning


Medicaid Estate Recovery
S. Meshnick

   Spousal recovery suits
   Lifetime recovery
   Probate versus non-probate assets


The Importance of a Power of Attorney and Other Advance Directives in Medicaid Planning
E. Forspan

   Promissory note planning
   Exempt transfers
   Guardianship considerations


Reverse Mortgages – A Good Option?
A. Fisher

   The mechanics of a reverse mortgage
   Medicaid-related issues


Applying for Social Security Disability and Supplemental Security Income
D. Morrin

   The application process
   The Medicaid and Medicare interplay
   Supplemental needs trusts


Ethics Panel Discussion: The Ethical Traps Involved in Elder Care Planning
D. Abrams, R. Fatoullah, E. Forspan

   Identifying the client: The parent or the child?
   Attorney/client privilege issues when children are involved in the planning discussions
   How to disengage from a difficult client

Credit Information:

Who Should Attend

  • Accountants/CPAs
  • Attorneys
  • Certified Financial Planners

New York Attorneys
     8.0 CLE Hours, Including 1.0 Ethics Hour

Accountants
     8.0 CPE Hours

Certified Financial Planners
     8.0 CE Hours


Continuing Education Credit Information

This seminar is open to the public. HalfMoon Education Inc. is certified by the New York State CLE Board as an Accredited Provider of CLE programs. This traditional format course offers 8.0 CLE hours, consisting 7.0 Areas of Professional Practice hours and 1.0 ethics hour, which are appropriate for new and experienced attorneys.

This course offers Certified Public Accountants 8.0 intermediate level CPE hours in the area of Specialized Knowledge. A knowledge of Medicaid and Social Security is beneficial, and no advance preparation is required. The New York State Board for Public Accountancy accepts CPE courses from providers that are on the NASBA National Registry of CPE Sponsors.

HalfMoon Education Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org. Sponsor No. 103015.

HalfMoon Education Inc. is a CFP Board-Registered continuing education Sponsor. The Certified Financial Planner Board of Standards, Inc. has granted 8.0 hours of continuing education credit for the completion of this seminar.

Speakers:

Daniel L. Abrams

Daniel L. Abrams is the founder of Law Office of Daniel L. Abrams, PLLC. His practice focuses on legal malpractice and business litigation. Mr. Abrams has helped many corporations and individuals complaining of inadequate legal services or overbilling obtain relief and settlements from their former attorneys. He represents mostly plaintiffs but occasionally defendants in legal malpractice cases and other disputes related to legal ethics, including legal fee disputes, breach of fiduciary duty cases, cases alleging conflicts of interest, and other professional responsibility issues. Lawyers and law firms frequently hire Mr. Abrams to serve as lawyer, expert or consultant on issues related to legal ethics or the law governing lawyers. He has taught legal ethics to other lawyers and has appeared as a guest lecturer at Suffolk Law School. Mr. Abrams maintains an active business litigation practice. He received his J.D. degree from Yale Law School in 1995 where he was an Olin Fellow of Law and Economics. Mr. Abrams is a member of The Association of Professional Responsibility Lawyers and the Association of the Bar of the City of New York, where he serves on the Ethics Committee.

Ronald Fatoullah

Ronald Fatoullah, the founder of the law firm Ronald Fatoullah & Associates, is a top elder law attorney with a commitment to the highest form of professional and ethical standards that has earned this firm their distinguished reputation. With core values of honesty, integrity and excellence, Mr. Fatoullah has devoted his career to helping others understand the legal and financial challenges of aging. As a leading practitioner in his field, he has an eight-year inclusion as one of the “Best Lawyers”® in New York, in the fields of elder law and trusts and estates, and he has a seven consecutive year inclusion as a “Super Lawyer.” His contributing articles may be found in the New York Times, Newsday, The Wall Street Journal, The Queens Courier, and various online publications devoted to senior citizen issues. Mr. Fatoullah was recently named co-chair of the Financial Planning and Investments Committee of the Elder Law and Special Needs Section of the New York State Bar Association (NYSBA), is theco-chair of the of the Board of Directors of the Long Island Alzheimer’s Association where he also serves as chair of their legal committee. He was also recently selected to serve on the Executive Council of AARP.

Annette Fisher

Annette Fisher is a certified senior advisor, licensed mortgage loan originator in New York and New Jersey and real estate salesperson in New York. As a loan originator, she specializes in reverse mortgage products. Ms. Fisher has received several awards. She was the recipient of The NYC Region 6 Community Service Award in recognition of her hard work and dedication to financing curriculum for high school students. Courier Life Publications awarded Ms. Fisherwith Brooklyn Women of Distinction in 2014 Courier News Grouphonored her as a Top Women In Business in 2015 and she was awarded The Merchants of Third Avenue Pioneer Civic Award, as a leader of senior causes. She is a past president for the Women’s Council of Realtors, Brooklyn Chapter. Ms. Fisher is an Amazon- published author of the book, Seniors Get Your Ducks in a Row.

Currently, Annette Fisher, NMLS 67606 is employed by Fort Funding Corp. NMLS 39463, 7016 Fort Hamilton Pkwy., Brooklyn, NY 11228, Licensed by New Jersey Department of Banking and Insurance, Registered Mortgage Broker New York State Department of Financial Services. Loans Arranged Through Third Party Lenders. Connecticut Mortgage Broker Only, Not a Lender or Mortgage Correspondent Lender, Equal Housing Opportunity 877-228-4404. She is also under contract with BRESRE Realty Inc. Office: 718-513-6002.

Elizabeth Forspan

Elizabeth Forspan is the managing attorney of the law firm Ronald Fatoullah & Associates. Her areas of practice include asset preservation planning, estate planning, taxation and elder care planning. She regularly assists clients in achieving their Medicaid planning goals in a tax-efficient manner through practical and considerate planning techniques. Ms. Forspan often lectures on various aspects of elder care planning, tax law and estate planning. She has also written and lectured extensively on the topic of casualty loss deductions. Before joining the firm, Ms. Forspan was an associate with a prominent Long Island trusts and estates law firm where she specialized in elder law, taxation and estate planning. Prior to that, she was a tax manager with Ernst & Young LLP, where she focused on mergers and acquisitions, executive compensation, equity compensation, employment tax and employee benefits. Ms. Forspan earned her juris doctor degree from Fordham University School of Law.

Stacey Meshnick

Stacey Meshnick is supervisor of the Medicaid Department at Ronald Fatoullah & Associates. She worked as a case worker in several New York City nursing homes where she was inspired to enter the field of elder law. She joined the firm in 1996, after graduating New York School of Law. As supervisor of the Medicaid department at the firm, Ms. Meshnick oversees the paralegals at the firm and assists clients with various aspects of long-term care planning, estate planning, preparation of wills and trusts, advance directives and guardianships. She is highly regarded for her contributions to the field of strategic Medicaid planning and is also known as a zealous advocate for her clients. Ms. Meshnick lectures to senior citizen organizations, nursing home employees, geriatric care managers and the public on senior citizen and aging issues.

Daniel M. Morrin

Daniel M. Morrin of the Law Office of Morrin & Sands, PLLC is a graduate of Hofstra University School of Law. In 1983 he joined the law firm of Pasternack Popish and Reiff which concentrated in workers’ compensation and Social Security Disability claims. He was a partner in the firm from 1992 until 2008. Throughout his career, Mr. Morrin has served as counsel to 1199/SEIU, one of the largest health care employee labor unions in the country. He is routinely asked by the 1199 union to go into nursing facilities and hospitals to speak to health care workers about their rights regarding work-related injuries. Mr. Morrin has experience litigating all types of complex workers’ compensation matters, including uninsured claims, death claims, and occupational disease claims. Mr. Morrin has been appearing at the New York Workers’ Compensation Board and before the Social Security Administration for over 30 years. In 2011 he started his own law practice on Long Island. Mr. Morrin is dedicated to working for the injured and the disabled to assure that they receive the benefits to which they are entitled.

Tuition Costs:

Standard Tuition: $299.00
Online Tuition (pre-registration): $299.00
Group Prices
3 or more People: $279.00

Each registration includes one copy of a manual prepared by the seminar speakers.