Presented by The Conkling Center and the Special Needs Committee of the Warren County Bar Association
Elder Law Through the Decades (9:30-11:30) is a comprehensive discussion that follows a typical family through their elder care planning from ages 50 to 90+. Many people think that estate planning is for someone else, not them. Others rationalize that they'll look into long term care planning "at some point." But everyone needs to plan, regardless of financial wealth. The truth is, once you understand how Elder Law and Estate Planning can affect your life now and in the future, you will want to know about it. This session will use stories and examples to explain and simplify what might otherwise seem complex, and to dispel the myths that sometimes lead people to make costly mistakes.
Presenters are James Burkett, Esq. (Bartlett, Pontif, Stewart & Rhodes); Brian C. Borie, Esq. (Little, O'Conner & Borie) and Jessica R. Coombs, Esq. (FitzGerald Morris Baker Firth).
After lunch, participants may also choose to attend the following in-depth sessions:
Home Care (1:00 - 2:00 PM or 3:30-4:30 PM) - Presented by Michael Dezik, Esq. (Wilcenski & Pleat)
This workshop will cover information on obtaining and paying for care at home. Discussion will include use of different agencies and providers in our community, household employee issues, and sources of payment including personal funds and long-term care insurance.
Medicaid Planning in the Crisis Situation (1:00 - 2:00 PM) - Presented by James Burkett, Esq. (Bartlett, Pontiff, Stewart & Rhodes) and Elisabeth Mahoney, Esq. (Bartlett, Pontiff, Stewart & Rhodes).
There are times when a person needs immediate nursing home care, has assets (i.e. home, investments, and/or cash), and that person or their family wants to know their options. This session will discuss the limited options available under these circumstances.
Medicaid Advanced Planning (2:15 - 3:15 or 3:30 - 4:30 PM) - Presented by Kristine K. Flower, Esq. (Caffry & Flower).
When a person needs nursing home care, Medicaid may be an option for paying for such care. This presentation will explore typical options to protect your assets ahead of time, before the 5-year look-back period to qualify for Medicaid.
Medicaid Application (2:15 - 3:15 PM) - Presented by Dennis J. O’Connor, Esq. (McPhillips, Fitzgerald, Cullum)
Whether you or a loved one is in need of Medicaid assistance for Home Care or Nursing Home Care, the completion of a Medicaid application is a must. Although the application may appear to be simple enough, the consequences of failing to properly complete the application or to provide the necessary 5-year look-back documentation to support the application may result in denial of the application. An explanation of the pitfalls of the application process will be provided.
Registration is REQUIRED by calling The Conkling Center at 518-793-1494.
Lunch is included with the event
Funded by a Community Merit Award from the Warren County Bar Association