On December 2, 2009, I spoke at the “Elder Law College” sponsored by New Jersey Institute for Continuing Legal Education. The “College” was held at the New Jersey Law Center in New Brunswick, NJ. I was “Professor For A Day”, lecturing the many worthy students in attendance about Veterans Benefits and Social Security disability and retirement benefits. The Elder Law College is designed to be “a one day crash course intended to build skills.“
The Program Agenda follows:
9:10 The Obama Healthcare Plan – Marilyn Askin, Esq.
9:40 Feasibility of DRA planning techniques as impacted by Federal Court litigation in New Jersey (the never beginning/ending penalty on HCB waiver programs, promissory notes, disabled child trusts,annuities and IRA annuities – John W. Callinan, Esq./Donald McHugh, Esq., CELA/Eugene Rosner, Esq., CELA
10:10 Medicaid techniques not impacted by the DRA of 2005 – Linda S. Erschow-Levenberg, Esq.
10:40 Break
10:50 Tax consequences of elder law planning – Daniel D. Olszak, Jr., Esq./ Martin M. Shenkman, Esq., CPA, MBA
11:20 Inter-relationship of family and elder law – Susan L. Goldring, Esq.
11:50 Global options/waiver programs – Gwen Orlowski, Esq./Laura S. Marinaro, Esq.
12:20 Luncheon
1:30 Probate/guardianship litigation – Shirley B. Whitenack, Esq./ Cathyanne A. Pisciotta, Esq.
2:00 SSA/VA /DDD benefits – Donald D. Vanarelli, Esq./Lawrence A. Friedman, Esq., LLM
2:30 Break
2:40 Protecting the home from medical spend down – Donald McHugh, Esq., CELA/ Jane M. Fearn-Zimmer, Esq.
The materials I prepared for the Elder Law College presentation are annexed here – 2009 Elder Law College VA & SSA Presentation
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