Elder Law Retreat 2024

Date: Apr 11, 2024 9:00 a.m. – Apr 12, 2024 1:00 p.m.

Location: The Asbury Hotel,

Member Price: $455

Non-Member Price: $525

Section Price: $425

Event Code: I068824

Areas of Law: Elder & Disability Law

Earn up to 12 credits, including 1.0 in Ethics! (More Information)

Faculty

Keynote

Moderator

Melissa Abu-Adas, Esq., CELA
Law Office of Melissa H. Abu-Adas, LLC, Tinton Falls

Presenters

Hon. James J. DeLuca, JSC (Ret.)
Harwood Lloyd, LLC, Midland Park
is counsel at Harwood Lloyd LLC in Hackensack and Ridgewood, New Jersey, and New York City, and brings 45 years of legal experience to the firm’s Alternate Dispute Resolution and Mediation Group. He focuses in mediation and arbitration services, and also manages complex litigation, including serving as a Special Discovery Master and Special Fiscal Agent and/or Receiver. Appointed to the New Jersey Superior Court in 2015, he served in the Law and Chancery Divisions and sat in Hackensack, New Jersey, prior to his retirement.

Judge DeLuca is admitted to practice in New Jersey, New York and North Carolina. Prior to being appointed to the bench, he was a Partner in Okin, Hollander & DeLuca, LLP, where he represented clients in commercial litigation, bankruptcy, arbitrations and mediations. He is a frequent lecturer on chancery and probate matters.

Judge DeLuca is a graduate of Queen’s College (City University of New York) and Notre Dame Law School.
(9/23)
Beth L. Barnhard, Esq., CELA
Harwood Lloyd, LLC, Hackensack
Elton J. Bozanian, Esq.
Bozanian McGregor LLC, Paramus
Donald F. Browne, Jr., Esq.
Denittis Osefchen Prince, P.C., Blackwood
Melanie R. Costantino, Esq.
The Law Offices of Melanie R. Costantino, Hackensack
Jamie Hopkins, Esq.
Bryn Mawr Trust
Daniel J. Jurkovic, Esq., CELA
The Law Office of Daniel Jurkovic, P.C., Rutherford
Beth C. Manes, Esq.
Manes & Weinberg, LLC, Mountainside
is a Partner in Manes & Weinberg, Special Needs Lawyers, LLC in Mountainside, New Jersey. She concentrates her practice in special education law, special needs planning, guardianships, trust advocacy and estate planning.

Admitted to practice in New Jersey and before the United States District Court for the District of New Jersey, Ms. Manes is a member and Past Chair of the New Jersey State Bar Association’s Solo-Small Firm Section and a member of the NJSBA’s Elder and Disability Law Section and Education Law Committee, as well as the New Jersey Special Education Practitioners. She is a member of the Union County Bar Association, serves as Co-Chair of the Association’s Trusts, Estates and Elder Law Committee and is a member of the Union County Probate Early Settlement Panel. A member of the Board of Directors of Don’t Hide It, Flaunt It!, Ms. Manes is Past President of the Planned Lifetime Assistance Network of New Jersey, Inc., which provides lifetime advocacy for people with special needs. She is a member of the Special Needs Alliance, a national organization of attorneys who work with families with special needs.

Ms. Manes served as a hearing panel chair for the State of Delaware Department of Education, overseeing special education hearings. She has lectured on special needs children in divorce topics for CLE courses and for community groups, and has raised puppies for The Seeing Eye since 2012. She is the recipient of several honors.

Ms. Manes received her B.A., cum laude, from Brandeis University, where she was the recipient of several awards and inducted into Pi Sigma Alpha. She received her J.D. from the University of Michigan Law School, where she was a member of the Environmental Moot Court Team, won the Best Oralist award and was the Coordinating Editor of Production of the Michigan Journal of Gender and Law.
(8/23)
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)
Benjamin J. Menasha, Esq.
Pisciotta & Menasha LLC, North Brunswick
Cathyanne A. Pisciotta, Esq.
Pisciotta & Mensasha LLC, North Brunswick
Claude Schmincke
PPL First, Alpharetta
Brian E. Shea, Esq.
Meyerson Fox Mancinelli & Conte, P.A., Montvale
Janna Sheiman
Disability Rights New Jersey
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)
Crystal West Edwards, Esq., CELA
Porzio Bromberg & Newman, PC, Morristown
Schedule:
Thursday, April 11 | 8 a.m. – 7:30 p.m.
Friday, April 12 | 8 a.m. – 1:10 p.m.

Presented in cooperation with the NJSBA Elder and Disability Law Section

Don’t miss the Elder Law event of the year! This year’s retreat takes you to the famous Jersey Shore. 

Join your colleagues and renowned speakers at the 26th Annual Elder Law Retreat. You’ll gain useful information on the practice of Elder Law and an opportunity to network with your colleagues at The Asbury Hotel in the ever-fabulous Asbury Park. This program will feature not only informative presentations, but also a cocktail reception and exhibitor hall.

This year’s agenda:

Thursday, April 11
8:00 | Breakfast
9:00 | Welcome
9:10 | Rights to Services through Vocational Rehabilitation

A look at how to apply for vocational rehabilitation services, what vocational rehabilitation services look like, and how to appeal
- Presenter: Janna Sheiman, Esq.
10:10 | S.T. Case Study
- Presenters: Beth L. Barnhard, CELA; James J. DeLuca, J.S.C. (Ret.); Cathyanne A. Pisciotta, Esq.
11:10 | Break
11:25 | General Support Trusts
A look at support versus discretionary trusts, including language to watch for
- Presenter: Crystal West Edwards, CELA
12:10 | Elective Shares & Medicaid
A look at elective shares and the impact on Medicaid eligibility
- Presenters: Beth L. Barnhard, CELA; Daniel Jurkovic, CELA
12:45 | Lunch
1:45 | Guardianship & Divorce
- Presenters: Elton John. Bozanian, Esq.; Beth C. Manes, Esq.; Brian E. Shea, Esq.
2:45 | Medicaid and Elder Law Issues with Businesses and Home Care Employment
Discussion about how Medicaid may view certain business interests held by applicants and spouses and changes to household employment rules from the recently passed New Jersey Domestic Workers’ Bill of Rights Act
- Presenters: Lauren S. Marinaro, Esq.; Benjamin J. Menasha, Esq.
3:45 | Break
4:00 | Case Study - Cold Case Podcast, Creative Lawyering and the Slayer Statute
A case study on the Slayer Statute, which prevents a person who kills another from receiving property or benefit as a result of the death, such as from life insurance
- Presenter: Donald F. Browne, Jr., Esq.
5:00 | Break
5:30 | Cocktail Reception

Join us for a cocktail reception from 5:30 - 7:30 p.m.
 
Friday, April 12
8:00 | Breakfast
9:00 | An Attorneys Guide to the Personal Preference Program
Attendees will learn about eligibility for personal care assistance and the practicalities of servicing those hours through the Personal Preference Program
- Presenters: Claude Schmincke; Ryann Siclari, CELA
10:00 | Case Law Update
A look at significant decisions from the past year
- Presenter: Melanie R. Costantino, Esq.
11:00 | Break
11:15 | Presentation of Awards    
11:30 | Ethics
- Presenters: Beth L. Barnhard, CELA and Daniel Jurkovic, CELA
12:20 | Afterlife in the Cloud: Managing a Digital Estate
Case studies and a look at the existing law around digital asset access and best practices.
- Presenter: Jamie Hopkins, Esq.
1:10 | Adjourn

Hotel Information:

Hotel reservations can be made three different ways:
  • By phone
    Call our reservations team at 732-481-0713 and mention you want a room in the NJSBA Room Block.

  • Online 
    Visit www.theasburyhotel.com. On the "CHECK RATES" section, enter the arrival and departure dates and put NJSBA for the "GROUP CODE".

  • Direct link
    This link brings you directly to the NJSBA booking rate.

IMPORTANT: You will have until Wednesday, March 20 to book your room in the NJSBA room block.


A special thank you to our generous sponsors:


DIAMOND



PLATINUM







SILVER















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 12 hours of total CLE credit, including 1.0 in Ethics (Full Credits Available: CPE Taxation: 3.0, NJ Ethics: 1.0, NJ General: 11.0).
NY CLE (t&nt):NY Ethics Non-Transitional: 1.0, NY Professional Practice Non-Transitional: 10.5
PA CLE:PA Ethics Credit: 0.5, PA Substantive Credit: 8.5
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.

Media Consent:
By participating in our events, meetings, or other gatherings, you agree to be photographed and/or recorded. Additionally, all media content captured during these gatherings will become the property of NJSBA. This content, including your image and name, may be used in our future promotional materials without additional consent or compensation.

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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