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Live Pinehurst | Pinehurst Resort

Thursday-Friday, February 22-23, 2018

Thursday Registration and Lunch: 11:45a
Thursday Program: 12:20-5:15p
Thursday Reception: 5:15p
Friday Breakfast: 8:15a
Friday Program: 8:40a-5:00p

Also Available via Video Replay

Click on the "In Depth" tab for tuition, location, hotel, video replay and speaker information.

The 22nd Annual Elder & Special Needs Law Symposium offers insight from respected elder law and special needs law practitioners from North Carolina and across the country.

This year’s program provides an in-depth review of the latest strategies for Medicaid and special needs planning, a discussion on the major ethical issues to be aware of when representing clients with disabilities, and insight for attorneys practicing fiduciary litigation.

Attendees can expect to:

  • Receive information on federal employees’ retirement, pension and healthcare benefits
  • Learn special needs trust planning strategies for dealing with retirement benefits
  • Explore public housing benefits and other sources of public assistance
  • Learn about supported decision making for clients with dementia

Planned by the NCBA Elder & Special Needs Section

Product Information
Product Date:
February 22, 2018
Agenda
  • Thursday 11:45a | Registration and Boxed Lunch (included at live program only)
  • 12:20p | Welcome and Introductions
  • 12:30 | Medicaid and VA Pension Benefits Planning | Peterson
  • 2:00 | Supported Decision Making and Dementia Clients | Godfrey
  • 3:00 | Recent Developments | McDowell and Rodberg
  • 4:30 | Blended Families and Divorce in Elder Law | McDowell
  • 5:30 | Adjourn for the Day | Reception Sponsored by Resource Preservation Solutions
  • Friday 8:15a | Continental Breakfast (included at live program only)
  • 8:40 | Announcements and Introductions
  • 8:45 | Leaving Retirement Benefits to People with Special Needs | Rocamora
  • 9:45 | Navigating Housing and Public Benefits| Liipfert and Smith
  • 10:45 | Break
  • 11:00 | Planning Strategies for Clients with Federal Employee Benefits | Mayer
  • 12:00p | Elder & Special Needs Law Section Annual Meeting | Casey N. Ferri | Conrad Trosch & Kemmy PA | Charlotte | 2017-2018 Section Chair, presiding
  • 12:15 | Networking Lunch (included at live program only)
  • 1:45 | Breakout Session | Fiduciary Litigation Strategies | Trosch
  • 1:45 | Breakout Session | Advising Clients About Long-Term Care Insurance | Lee
  • 3:15 | Break
  • 3:30 | Ethics Panel for Fiduciary Representation* | Johns and Mason
  • 5:00 | Adjourn
22nd Annual Elder & Special Needs Law Symposium

Registration Tuition Options:  

 
LIVE and VIDEO REPLAY

Early Bird
   
Save $75 by registering early!
LIVE PINEHURST
 early bird expires 
February 15

Early Bird and Membership discounts will automatically be applied at checkout.
Regular
NCBA Elder & Special Needs Law Section Member $450 $525
NCBA Member $470 $545
NCBA Paralegal Division Member $295 $370
Non-Member $545 $620
CLE Passport 11 tokens 
Full-time LANC Attorney (NCBA Member) $295
1st Year Licensed in NC (NCBA Member) $198
 
 The following categories do not include MCLE fees:
Law Student Division Member $25
Paralegal Division Student Member $25
Judge (NCBA Member) Please call the NCBA CLE Department to register for these categories: 800.228.3402 $75
Law Professor (NCBA Member) $75
Clerk of Court (NCBA Member) $75
 


LIVE PINEHURST Program Location and Hotel Accommodations:

Program Location
 
Pinehurst Resort 
| 80 Carolina Vista Drive, Pinehurst, NC 28374 Directions | 855.235.8507  

Hotel Accommodations



Rates | $232 single occupancy | $159 double occupancy

Modified American Plan (MAP). The MAP rate is per person, per night and includes lodging, breakfast and dinner.

Reservations
| 800.487.4653

Hotel Cutoff Date | January 29, 2018

The NCBA CLE has obtained this special room rate by contracting a total meeting package at the Pinehurst Resort. We must meet certain minimum hotel room requirements or face attrition and/or meeting room rental charges. To continue to provide reasonable CLE registration fees, we need your help. Please take advantage of this negotiated room rate. 


Video Locations: 

NC State Bar rules require a minimum number of pre-registered active State Bar members. 
The NCBA reserves the right to cancel any video program prior to the program date if registrations do not meet the NC State Bar requirement.


Save $75 on a video replay program by registering early!


Cary | NC Bar Center | Tuesday-Wednesday, April 17-18, 2018
8000 Weston Parkway Directions | 800.228.3402 | Dorsett Auditorium
Registration: 8:45a
Day 1: 9:00a-4:30p | Day 2: 9:00a-2:15p
#697BAR | Early Bird April 10


Charlotte | Hampton Inn & Suites Charlotte SouthPark at Phillips Place | Thursday-Friday, May 3-4, 2018
6700 Phillips Place Court Directions | 704.319.5700 | Conference Room
Registration: 8:45a 
Day 1: 9:00a-4:30p | Day 2: 9:00a-2:15p
#697CHA | Early Bird April 26

 

Speaker Information
Nicole L "Nicki" Applefield   [ view bio ]
Kara O Gansmann   [ view bio ]
David Godfrey   [ view bio ]
A Frank Johns   [ view bio ]
Hugh M Lee   [ view bio ]
B Bailey Liipfert III   [ view bio ]
Robert A Mason   [ view bio ]
Nancy A Mayer   [ view bio ]
Letha Sgritta McDowell   [ view bio ]
Valerie L Peterson   [ view bio ]
Larry H Rocamora   [ view bio ]
Kathleen Rose Rodberg   [ view bio ]
David W Silver   [ view bio ]
Aimee L Smith   [ view bio ]
William C 'Bill' Trosch   [ view bio ]
Individual topic purchase: Selected
NC State Bar
Mandatory Continuing Legal Education (MCLE) and Certified Paralegal Education (CPE) (Total): 11.00
Elder Law Specialization : 11.00
General: 9.50
Ethics/Professional Responsibility: 1.50
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Products
PINEHURST LIVE Thursday-Friday, February 22-23, 2018 | #697ELS
Paralegal Division Member: $370.00
Elder & Special Needs Law Section Member: $525.00
NCBA Member: $545.00
Non-Member Price: $620.00
CARY VIDEO Tuesday-Wednesday, April 17-18, 2018 | #697BAR
Paralegal Division Member: $370.00
Elder & Special Needs Law Section Member: $525.00
NCBA Member: $545.00
Non-Member Price: $620.00
CHARLOTTE VIDEO Thursday-Friday, May 3-4, 2018 | #697CHA
Paralegal Division Member: $370.00
Elder & Special Needs Law Section Member: $525.00
NCBA Member: $545.00
Non-Member Price: $620.00