29th Annual Sophisticated Elder Law

Category: On Demand

Member Price: $232

Non-Member Price: $290

Product Code: ON030923

Areas of Law: Diversity, Elder & Disability Law, Ethics

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 6.8 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: 4.8).
NY CLE (t&nt):NY Diversity Non-Transitional: 1.0, NY Ethics Non-Transitional: 1.0, NY Professional Practice Non-Transitional: 4.5
PA CLE:PA Ethics Credit: 1.5, PA Substantive Credit: 4.0
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.
Faculty

Keynote

Moderator

Lawrence A. Friedman, Esq.
Friedman Law, Bridgewater
Certified as an Elder Law Attorney by the ABA-accredited National Elder Law Foundation, is in private practice in Bridgewater, New Jersey. He concentrates his practice in elder and special needs law; government aid; Wills, trusts, estates and tax law, including the preparation of estate and tax planning documents such as Wills, trusts, powers of attorney and health care directives; nursing home and long-term care planning; guardianships; Medicaid, Medicare and other government programs; special needs trusts to protect disability aid in gift and estate planning; personal injury; divorce settlements; Medicare set-aside arrangements; Division of Developmental Disabilities concerns and other legal matters.
n
nMr. Friedman is admitted to practice in New Jersey and New York, and before the United States Tax Court. Past Chair of the New Jersey State Bar Association's Elder and Disability Law Section and a member of the Association’s Real Property, Trusts & Estates Law Section, he has served as a Director of Somerset ARC (formerly the Association for Retarded Citizens) and has been a member of the New Jersey Chapter of the National Academy of Elder Law Attorneys (NAELA), the Planned Lifetime Assistance Network of New Jersey and the Malaria Foundation.
n
nThe author of scores of articles in his areas of expertise, Mr. Friedman is a frequent lecturer for ICLE, the New Jersey State Bar Association and Foundation, NAELA, several elder and disability groups, and other public and private sponsors. He is a recipient of ICLE’s Distinguished Service Award, the NJSBA’s Distinguished Legislative Service Award for drafting legislation that facilitates the use of special needs trusts and the PLAN/NJ Life Planning Partner Award. Mr. Friedman founded the NJSBA’s annual Elder Law Retreat, a two-day educational symposium for elder law attorneys, and has moderated the ICLE’s Sophisticated Elder Law program for 25 years. Copies of his many legal articles and further information on his credentials appear at SpecialNeedsNJ.com, and he also administers the website’s frequently-updated blog.
n
nMr. Friedman received his B.A. from the State University of New York-Binghamton (Harpur College), where he was elected to Phi Beta Kappa and served on the University Assembly. He received his J.D. and LL.M. in Taxation from New York University School of Law, where he was Editor of the N.Y.U. Journal of International Law & Politics and a Student Fellow of the Center for International Studies. He also received awards from the Association of Trial Lawyers of America Environmental Law Essay Contest and the American Society of International Law Essay Contest.
n(9/23)

Presenters

Stephen W. Dale, Esq.
The Dale Law Firm, PC, Pachecho
provides estate planning to clients by working cooperatively with the clients’ tax, financial and insurance professionals at The Dale Law Firm P.C. in Pacheco, California. He worked for 17 years as a psychiatric technician in a variety of institutions in California, and later became an intern at the Disability Rights Education and Defense Fund (DREDF), where he worked on disability access cases before starting his own practice focused on drafting and administering special needs trusts.
n
nMr. Dale serves on the boards of the Arc of California and the Contra Costa County Developmental Disabilities Counsel. He is a long-standing member of the Special Needs Alliance, a national, not-for-profit organization of attorneys dedicated to the practice of disability and public benefits law, and spends much of his time attending disability rights activities, including legislative hearings and serving on boards and committees of disability-rights organizations. Mr. Dale is also the Trustee of the Golden State Pooled Trust, which serves beneficiaries in California, and where part of his duties are to oversee a series of MCLE programs accredited by the California State Bar, which provide education to attorneys and trustees on a wide variety of disability related subjects focused on quality of life for persons with disabilities. A frequent lecturer on a variety of disability related topics across the country, he speaks annually at the Stetson Law and the Center for Excellence Special Needs Conferences, as well as The University of Texas annual Special Needs Conference. He is the recipient of the 2010 Theresa Foundation Award and the 2007 NAELA Powley Award.
n
nMr. Dale received his J.D. from Armstrong Law School and his LL.M. in Taxation from Golden Gate University.
n(9/23)
Jane Fearn-Zimmer, Esq.
Law Office of Jane M. Fearn-Zimmer, Esq., Marlton
Certified as an Elder Law Attorney by the National Elder Law Foundation, is a solo practitioner at The Law Office of Jane M. Fearn-Zimmer in Marlton, New Jersey. She serves clients in elder and disability law, special needs planning, asset protection, tax and estate planning, guardianships and mental health law, and estate administration matters.
n
nAdmitted to practice in New Jersey, Ms. Fearn-Zimmer is Past Chair of the New Jersey State Bar Association Elder & Disability Law Section, has served as the Section’s Legislative Coordinator and is a member of the Burlington County Bar Association and a former member of the Hunterdon and Gloucester County Bar Associations. She is a former member of the National Academy of Elder Law Attorneys (NAELA), the New Jersey Chapter of the National Association of Women Owned Businesses, the Estate and Planning Council of Southern New Jersey and the Gloucester County Legal Education Association.
n
nMs. Fearn-Zimmer lectures on tax, special needs planning, Medicaid planning, guardianship and estate planning topics to a broad range of groups including ICLE, the New Jersey State Bar Association, the Clear Law Institute, the National Business Institute, the Burlington County Bar Association and the Gloucester County Legal Education Association. Her articles have appeared in the New Jersey Law Journal and other publications, and she is Editor of The Elder Law Report, Including Special Needs Planning, a national newsletter. She is the recipient of several honors.
n
nA cum laude graduate of Chestnut Hill College, Ms. Fearn-Zimmer received her J.D., with Honors in International Law, from Rutgers University School of Law-Camden, where she was a Semi-Finalist in the Hunter Advanced Moot Court Competition. She received her LL.M. in Taxation, with distinction, from Temple University’s Beasley School of Law, where she was the recipient of the Graduate Tax Award. She was also a federal judicial clerk to the Honorable John S. Unpingco, Chief Judge of the District Court of Guam, where she served on the Civil and Criminal Justice Reform Act Committees for the District of Guam.
n(9/23)
Mark R. Friedman, Esq.
Friedman Law, Bridgewater
practices estate planning, elder law and special needs law with Friedman Law in Bridgewater, New Jersey. His work includes creating special needs trusts for disabled clients so litigation proceedings, child support and other payments will not disrupt public benefits; helping seniors plan to prevent long-term care costs from wiping out their savings; and estate planning in first marriages, second marriages and for unmarried clients.
n
nAdmitted to practice in New Jersey and New York, Mr. Friedman is Past Chair and former Roundtable Coordinator and Legislative Coordinator of the New Jersey State Bar Association Elder and Disability Law Section. He was Somerset County representative to and Executive Committee member of the NJSBA Young Lawyers, and served on the NJSBA Blue Ribbon Commission on Unmet Legal Needs. Prior to joining the firm Mr. Friedman was a Contributing Editor for The FCPA Blog in Singapore, ROS, where he provided analysis on compliance, corruption and the Foreign Corrupt Practices Act (FCPA). He is the author of articles including “Modern Estate Planning for Same-Sex Couples” (New Jersey Law Journal, October 14, 2013).
n
nMr. Friedman received his B.A. from Binghamton University, State University of New York, and his J.D. from New York University Law School, where he was selected as an inaugural Fellow with Fellowships at Auschwitz for the Study of Professional Ethics, which sends law and medical students to Germany and Poland to study their profession’s role in the Nazi genocide. He also created the Darfur Victims Project at NYU, leading a team of law students in support of litigation before the International Criminal Court.
n(9/23)
Evan Kerstetter, Esq.
Archer Law Office, Hamilton
is an associate with Archer Law Office with offices in Hamilton, Jamesburg, Marlton and Raritan, New Jersey. He concentrates his practice in Medicaid planning and application matters, guardianships and special needs work, estate planning and chancery litigation.
n
nMr. Kerstetter received his B.A. from St. Joseph’s University and his J.D. from Rutgers School of Law-Camden. He clerked for the Honorable W. Todd Miller, JSC, Atlantic and Cape May Counties.
n(9/23)
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).
n
nAdmitted 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.
n
nMs. 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.
n(9/23)
Avram L. Sacks, Esq.
Avram L. Sacks, Attorney At Law, Skokie
is the owner of Avram L. Sacks, Attorney at Law in Skokie, Illinois. A national expert in Social Security law, he has provided guidance for thousands of professionals in taxation under FICA and SECA, benefit analysis, and disability benefit advocacy.
n
nMr. Sacks has successfully represented clients in many cases before the United States District Court of for the District of Northern Illinois and the Seventh Circuit Court of Appeals. He has been a member of the Chicago Bar Association and its Social Security Law Committee, the National Academy of Elder Law Attorneys and its Government Assistance Programs Steering Committee, and the National Organization of Social Security Claimant’s Representatives (NOSSCR). A former editor of the CCH Social Security Law Reporter; Mr. Avram is the author of two annually-revised books on Social Security Law; a desktop manual for professional service providers (including attorneys, accountants, and HR professionals) and a benefits booklet for lay people. He has been frequently quoted in the media, most notably the New York Times and the Wall Street Journal, and is a frequent lecturer for professionals and lay people on benefit claiming strategies that will maximize Social Security retirement benefits.
n
nMr. Sacks received his A.B. from Indiana University-Bloomington and his J.D. from Case Western Reserve University School of Law.
n(9/23)
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.
n
nAdmitted 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.
n
nMs. 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.
n(9/23)

Every year New Jersey’s experienced elder law practitioners come together to learn from and listen to each other on the biggest issues they face on a day-to-day basis. This year is no different. The 29th Annual Sophisticated Elder Law Conference is back again to provide the experienced New Jersey Elder Law attorney with the top advanced review of recent developments and hot topics that impact them, their clients and their practices. In just one day you’ll get up to speed on everything you need to know, as well as key challenges and other developments you’re likely to face in the months ahead. Don’t get left behind and register today!

Program Agenda:

  • 9:10 - Introduction - Mark R. Friedman, Esq.
  • 9:15 - Medicaid update - Lauren S. Marinaro, Esq.
  • 9:50 - Medicaid annuity planning in assisted living facility or at home - Jane Fearn-Zimmer, Esq.
  • 10:20 - Medicaid estate recover - Ryann Siclari, Esq.
  • 11:00 - Break
  • 11:10 - Retirement accounts and mandatory distributions - Evan Kerstetter, Esq.
  • 11:45 - Representing Parents of People with Special Needs. It's much more than cookie cutter trusts and qualifying for Medicaid - Stephen W. Dale, Esq.
  • 12:20 - Lunch 
  • 1:00 - Ethics in elder law - Lawrence A. Friedman, Esq.; Mark R. Friedman, Esq.
  • 1:50 - Maximizing Social Security and Understanding Medicare Q&A - Lawrence  A. Friedman, Esq.; Avram L. Sacks, Esq.
  • 2:55 - Break
  • 3:05 - Working with diverse clients in elder law and estate planning - Mark R. Friedman, Esq.; Lawrence A. Friedman, Esq.; Lauren Marinaro, Esq.; Jane Fearn-Zimmer, Esq.; Ryann Siclari, Esq.; Stephen W. Dale, Esq.; Avram L. Sacks, Esq.; Evan Kerstetter, Esq.
  • 4:05 - Adjourn

About


Founded in 1899, the NJSBA is the largest organization of attorneys, judges and legal professionals in New Jersey. At the core of our mission is improving the lives of our members, advancing the rule of law and serving as the voice of the profession. With 85 sections and committees, the NJSBA allows attorney to benefit from being part of the most wide-reaching legal association in the state, while still cultivating expertise and building networks within specialized practice areas.

MORE ABOUT NJSBA

Diversity


The New Jersey State Bar Association is committed to promoting and fostering a diverse and inclusive bar association. The Association recognizes that the broad concept of diversity includes race, ethnicity, gender, gender identity, sexual orientation, religion, age and disability. The NJSBA fosters and promotes an inclusive environment that gives value to the unique contributions of diverse individuals and organizations in all aspects of the Association.

Learn More

Advocacy


The NJSBA Legal and  Government Affairs Department serves as the liaison between NJSBA members and the state’s three branches of government.

News and Press Publications


Learn more about the accomplishments of the Association, its members and events from regular news updates, press releases, and our award-winning magazine.


 

Reports


Read the comments, reports, resolutions and Board of Trustee news from the state’s largest organization of lawyers, judges and legal professionals.


 

Statements and Positions


The NJSBA is the voice of the profession and takes public positions on a range of issues with the legal community and government officials. It also takes positions on legislation and files friend-of-the-court briefs on matters that impact the profession. 

Photo Galleries


Check out photos from recent NJSBA events.

View Photo Albums

Directions

The New Jersey Law Center is located at 1 Constitution Sq, New Brunswick, NJ, 08901. Need directions to the Law Center? Click on the button below to get started right away.

Contact NJSBA

NJSBA Contact Us Form
If you're looking for an attorney, click here for help.

If you cannot afford an attorney and have a civil matter, click here for Legal Services of New Jersey.

Looking for information about a specific lawyer? Contact the Lawyer’s Fund for Client Protection at 855-533-3863.

Have a complaint about a lawyer? Visit the Office of Attorney Ethics website. Select “Attorney Discipline” from the navigation bar for discipline of attorneys.

Contact Info

One Constitution Square
New Brunswick, NJ 08901

732-249-5000
9 a.m. to 5 p.m., Monday - Friday

Fax 732-249-2815

Email us

Book Store


Authoritative. Comprehensive. The Industry Standard.

NJICLE legal treatises and books are written for New Jersey attorneys, by New Jersey attorneys. Our comprehensive library of books and treatises form the State’s most inclusive series of regionally focused legal materials. With titles covering virtually every aspect of New Jersey legislation, NJICLE is proud to be the professional development resource for the legal community.

You do not have permission to view this form.