2023 Elder and Disability Law Symposium

Date: Dec 18, 2023 9:00 a.m. – 4:20 p.m.

Location: Online

Member Price: $180

Non-Member Price: $225

Event Code: I059623

Areas of Law: Elder & Disability Law

Earn up to 7.6 credits, including 1.0 in Ethics and 1.0 in Diversity! (More Information)

Faculty

Keynote

Moderator

Gary Mazart, Esq.
Schenck Price Smith & King, Florham Park
Crystal West Edwards, Esq., CELA
Porzio Bromberg & Newman, PC, Morristown

Presenters

Beth L. Barnhard, Esq., CELA
Schenck Price Smith & King, LLP, Florham Park
Donald Dennison, Esq.
Mandelbaum Barrett, Roseland
Terrence Franklin, Esq.
Sacks Glazier Franklin & Lodise
Constantina Koulosousas, Esq., CELA
The Wacks Law Group, LLC, Whippany
Lauren S. Marinaro, Esq.
Fink Rosner Ershow-Levenberg Marinaro LLC, Clark
is a Partner in Fink Rosner Ershow-Levenberg Marinaro, LLC in Clark, New Jersey, and focuses her practice in elder and disability law matters including estate planning, guardianship, Medicaid Asset preservation planning, Medicaid fair hearings, estate administration, and estate and fiduciary litigation. She has also been an Accredited Veterans Attorney (pension benefits).

Admitted to practice before the United States District Court for the District of New Jersey, Ms. Marinaro is Past Chair of the New Jersey State Bar Association Elder & Disability Law Section and has been President of the National Academy of Elder Law Attorneys New Jersey Chapter (NAELA-NJ). She is a member of NAELA’s Board of Directors and is Co-Chair of the NAELA Public Policy Steering Committee. She has lectured for ICLE, NAELA and at county and state bar events on topics including elder law case updates, New Jersey power of attorney issues, psychiatric advance directives and the Medicaid Global Options for Long-Term Care programs. She has also lectured on developments in Olmstead-related case law, mental health parity, and Medicaid home and community-based services for married couples at national conferences.

Ms. Marinaro received her B.A. and M.P.A.P. from Rutgers University, and her J.D. and LL.M. in Elder Law from the University of Kansas School of Law.
(9/23)
Lauren I. Mechaly, Esq.
Counsel, Rivkin Radler LLP, Hackensack
Ryann Siclari, Esq., CELA
Porzio Bromberg & Newman, PC, Morristown
Certified as an Elder Law Attorney by the ABA-accredited National Elder Law Foundation, is counsel to Porzio, Bromberg & Newman, P.C. in Morristown, New Jersey, where she concentrates her practice primarily in elder and disability law, including long-term care, government benefits planning and advocacy, estate and trust administration, and estate planning. She counsels the aging and disabled or their families regarding the goals of having sufficient health care coverage, the ability to age in place and preserving assets against possible long-term care costs.

Admitted to practice in New Jersey and Pennsylvania, and before the United States District Court for the District of New Jersey, Ms. Siclari is also a Veterans Administration Accredited Attorney. She is Past Chair of the New Jersey State Bar Association’s Elder Law Section, where she has also served as Roundtable and Legislative Coordinator, and is a former Trustee of the New Jersey Chapter of the National Academy of Elder Law Attorneys (NAELA). She has lectured on elder law topics to attorneys and community organizations.

Ms. Siclari received her B.A., magna cum laude, from the University of Alaska, Fairbanks, and her J.D., magna cum laude, from Widener University School of Law, where she was Styles Editor of The Delaware Journal of Corporate Law and the recipient of the Dean’s and Outstanding Service Awards. She received her LL.M. in Elder Law, with Distinction, from Stetson University College of Law.
(9/23)
Jordan Wassel, Esq.
Schenck Price Smith & King, LLP, Florham Park
Shirley B. Whitenack, Esq.
Schenck Price Smith & King, LLP, Florham Park

NJICLE's Annual Elder and Disability Law Symposium is a unique program for truly every Elder and Disability Law attorney. You’ll get an update on case law and legislation, earn ethics credit, and hear from a panel of experts on various topics from Medicaid to trusts and tax issues. These practical discussions will cover beginner to advanced topics and tidbits for every practitioner. 

Program Agenda:

  • 9:00 | Introductory Remarks - Gary Mazart, Esq.; Crystal West Edwards, Esq., CELA
  • 9:05 | Case Law and Legislative Update - Donald Dennison, Esq.
  • 9:30 | Beginner: Fiduciary Powers- How to appoint, direct and control - Constantina Koulosousas, Esq.
    • Guardianships, Conservatorships, POAs and Directives
  • 10:20 | Beginner: ABCs of Government Benefits - Ryann Siclari, Esq., CELA; Crystal West Edwards, Esq., CELA
    • A primer on Medicaid Math and DDD Eligibility
  • 11:10 | Break 
  • 11:15 | Intermediate: Practical Analysis of Will and Trust Reformation - Beth L. Barnhard, Esq., CELA
  • 12:05 | Lunch
  • 12:45 | Intermediate: Medicaid Application Strategies - Anticipating the Fair Hearing and Beyond - Lauren S. Marinaro, Esq. 
  • 1:35 | Advanced: Directed Trusts in Special Needs Planning- Administrative and Tax Considerations - Lauren I. Mechaly, Esq.
  • 2:25 | Break 
  • 2:35 | Ethical Considerations Representing Clients with Diminished Capacity - Shirley B. Whitenack, Esq.
  • 3:25 | Bending the Arc of History- A DEI Presentation - Terrence Franklin, Esq.
  • 4:15 | Closing Remarks - Gary Mazart, Esq.; Crystal West Edwards, Esq., CELA
  • 4:20 | Adjourn

CLE Credits
NJ CLE:NJ CLE information: This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 7.6 hours of total CLE credit, including 1.0 in Ethics and 1.0 in Diversity (Full Credits Available: NJ Advanced Diversity: 1.0, NJ Ethics: 1.0, NJ General: 5.6).
NY CLE (t&nt):NY Diversity Non-Transitional: 1.0, NY Ethics Non-Transitional: 1.0, NY Professional Practice Non-Transitional: 5.5
PA CLE:PA Ethics Credit: 1.5, PA Substantive Credit: 4.5
New: No PACLE fee is required for this program. To earn PA CLE credits, a valid PA Bar ID number must be entered into the CLE form provided after attending the program.

Important Information About Our Events, Meetings, and More:
To secure your spot and receive important updates about our events, meetings, and other gatherings, such as schedule changes, remember to register in advance.

Cancellation and Refund Policy:
If you need to cancel your registration and are not transferring to another program or date, please submit a written request to us at least three business days before the event, meeting, or gathering. You will receive a refund minus a $20.00 cancellation fee. No refunds or registration changes will be issued within three business days of the event, meeting, or gathering.

Stay Informed:
Registered participants will be notified of any schedule changes. For updates regarding inclement weather, please check your email or visit NJSBA.com.

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Scholarship & Financial Assistance Policy:
Read our Scholarship & Financial Assistance Policy and submit an Application here: https://njsba.com/njicle/cle-programs/scholarship/

 

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