Advanced Elder Law Focus Group


Event:    Advanced Elder Law Focus Group 2009-2010
Dates:    Generally held the 1st Friday of each month
Time:     8:30am - 10:00am
Place:    Bristal Assisted Living, Westbury
   117 Post Avenue
   Westbury, NY
RSVP:  Jennifer B. Cona, Esq. - Chair Cona@genserlaw.com

Meetings are closed to the public and restricted to advanced elder law attorneys only.
RSVP required to Cona@genserlaw.com or 631.390.5000


Schedule of Meetings & Topics:

September 11, 2009
The New Power of Attorney: 
Round Table Discussion and Practice Tips
   
October 2, 2009
NYSBA Summer Meeting Recap
and New POA Document Review
   

November 6, 2009
Annuities Update:
DRA Treatment vis-à-vis
Applicant and Community Spouse   

December 4, 2009
Reverse Mortgages: 
New Products and Options    
   
January 8, 2010
Medicaid Planning by Guardians: 
Review of Issues and Options in
Nassau, Suffolk and New York Courts

February 5, 2010
Exemption of Income from NAMI
by Assignment to SNT per Court Order
Post-
Wong   

March 5, 2010
Discharge of Guardians:
Depletion Accountings, Final Accountings
and Discharge Due to Death   


April 9, 2010
Alternatives to Promissory Note Planning:
Planning with Real Property, IRAs and
Life Insurance
                        
May 7, 2010
Hot Topics Round Table