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Live Pinehurst | Pinehurst Resort
Thursday-Friday, February 21-22, 2019

Available formats

  

The 23rd Annual Elder & Special Needs Law Symposium features scholars and industry leaders from around the country to focus on legal issues and challenges facing seniors and special needs clients.

The program features topics ranging from taxation of trusts and the use of pooled special needs trusts to innovative strategies for maximizing asset protection.

This year’s Key Note presentation addresses newer concepts in senior co-housing and aging communities.

Attendees can also obtain the following benefits:

  • Understand the 2018 changes to VA pension rules and how to advise clients on eligibility, transfers, and penalties
  • Learn about employment discrimination affecting seniors and resolutions
  • Explore how scams, fraud, and financial exploitation are pursued both by private sector litigation and by public agencies
  • Gain greater knowledge of the impact of the Tax Cuts and Jobs Act (TCJA) to Elder Law planning

Planned by the NCBA Elder & Special Needs Law Section

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

Product Information
Product Date:
February 21, 2019
Agenda
  • THURSDAY, FEBRUARY 21, 2019
  • 11:45am | Registration and Boxed Lunch
  • 12:20pm | Welcome and Introductions
  • 12:30 | Scams and Fraud Affecting Seniors | Harris
  • 1:30 | Keynote: Senior Housing Options and Aging Communities | Glass
  • 3:00 | Break Sponsored by Krause Financial Services
  • 3:15 | The New Veteran's Administration Pension Benefits Rules | Barnes
  • 5:15 | Adjourn for the Day and Reception
  • FRIDAY, FEBRUARY 22, 2019
  • 8:15am | Continental Breakfast
  • 8:40 | Announcements and Introductions
  • 8:45 | Recent Developments | McDowell and Rodberg
  • 10:15 | Employment Discrimination Affecting Seniors | Fletcher
  • 11:15 | Break Sponsored by American Cancer Society
  • 11:30 | Psychology of Transitions (Substance Abuse/Mental Health) | Moraites
  • 12:30pm | Networking Lunch
  • 1:30 | BREAKOUT SESSIONS
  • The Marriage of Two Professions: Leveraging Legal and Financial Strategies to Maximize Asset Protection, Minimize Taxes and Expand Choices | Hinds and Shickich
  • Review of Tax Cuts and Jobs Act and its Impact on Elder Law Planning and Client Needs | Lawson
  • 2:30 | BREAKOUT SESSIONS
  • Pooled Special Needs Trusts: A Cost Effective Tool When Planning for Individuals with Special Needs | Marcus
  • Taxation of Non-Grantor Trusts in the Elder Law Context | Mason
  • 3:30 | Break
  • 3:45 | Elder & Special Needs Law Section Annual Meeting | David W. Silver, The Graham Nuckolls Conner Law Firm, Greenville, 2018-2019 Section Chair, presiding
  • 4:00 | Private Litigation of Financial Abuse and Exploitation of Elders | Goldstein
  • 5:00 | Adjourn
23rd Annual Elder & Special Needs Law Symposium
TUITION RATE. Early and Membership discounts automatically apply at checkout. 

Register early and SAVE 10%! Live Pinehurst early rate expires January 31. 

Standard: $740 / $665 Early
NCBA Member: $615 / $555 Early
NCBA Elder & Special Needs Law Section Member: $570 / $515 Early
CLE Premier Pass: $0


Discounts are available for NCBA members who are students, law professors, judges or legal services/public interest attorneys. Call CLE at 800.228.3402 for details.

Full and partial scholarships are available for attorneys experiencing a financial hardship of any kind. Click here to apply.

PROGRAM LOCATION. 


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

HOTEL INFORMATION. Contact hotels directly for reservations at the special NCBA room rate. Rates are based on availability and may sell out. 


Pinehurst Resort
80 Carolina Vista Drive, Pinehurst, NC 28374 | Driving Directions

  • Rates | $232 single / $159 double (per person)
  • Rate Plan | Modified American Plan (MAP) | Rates are per person, per night and includes lodging, breakfast and dinner.
  • Reservations | 855.235.8507  
  • Hotel Cutoff Date | January 28, 2019

VIDEO REPLAYS. The agenda may not include certain breakouts/tracks shown at the original program.  


Cary | Monday-Tuesday, April 22-23, 2019  
North Carolina Bar Center
8000 Weston Parkway Driving Directions | 800.228.3402 | Dorsett Auditorium   
Registration: 8:45am | Day 1: 9:00am-4:30pm | Day 2: 9:00am-1:30pm 
#800BAR | Early April 1 

FACULTY. 
Speaker Information
Eric B Barnes   [ view bio ]
Nicole Applefied Engel   [ view bio ]
Murphy Horne Fletcher   [ view bio ]
Kara O Gansmann   [ view bio ]
Anne P Glass PhD   [ view bio ]
Heather Whitaker Goldstein   [ view bio ]
Hugh A Harris Jr  [ view bio ]
Amber Gouin Hinds   [ view bio ]
Katie A Lawson   [ view bio ]
Joanne Marcus, MSW   [ view bio ]
Robert A 'Bob' Mason   [ view bio ]
Nancy A Mayer   [ view bio ]
Letha Sgritta McDowell   [ view bio ]
Robynn E Moraites  [ view bio ]
Kathleen Rose Rodberg   [ view bio ]
John Shickich   [ 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: 10.00
Substance Abuse/Mental Health (SA/MH): 1.00
Questions?
CLE Premier Pass
Products
LIVE PINEHURST Thursday-Friday, February 21-22, 2019 | #800ELS
NCBA Price:$0.00
CARY VIDEO REPLAY Monday-Tuesday, April 22-23, 2019 | #800BAR
NCBA Price:$0.00