Agenda

Webinar instructions will be emailed before the date of the webinar.

Please log into the webinar 15 – 30 minutes before the start time.

Thursday, June 20, 2024
8:30 am – 3:30 pm EDT

 

Medicare: Addressing Clients’ Basic Questions
Presented by: Sarah Murdoch

  • Medicare basics
  • Long-term care problem
  • Part B enrollment
  • Medicare advantage
  • Medicare Part D

Current Options for Paying for Long-Term Care
Presented by: Moira Laidlaw

  • Private pay sources for long-term care
    •  Long term care (LTC) insurance
    •  LTC annuity (deferred and hybrid)
  • New York Medicaid for long term care
    •  Qualification and benefits
    •  The application process
    •  Special circumstances

The Nuts and Bolts of Guardianships in New York
Presented by: Michael Korsinsky

  • Guardianship under MHL Article 81 explained
  • Advanced directive alternatives
  • When needed
  • Who can file and parties to be noticed
  • How to file and related procedures

New York Independent Assessor (NYIA) Program
Presented by: Lauren Enea & Robert Arbuco

  • Navigating the post financial eligibility process for commencing community Medicaid benefits
  • Explanation of the New York Independent Assessor (NYIA)
  • New changes to the program and potential hurdles including jurisdictional preferences

Handling Ethical Issues in Representation of the Elderly
Presented by: Deborah S. Ball

  • Identifying the client
  • Preventing conflicts of interest
  • Determining client capacity
  • Maintaining client confidentiality

Financial Planning for the Elderly and Disabled
Presented by: Alfred Polizzotto III

  • Asset protection: estate planning considerations
  • Exempt or excluded assets
  • Using trusts and advanced planning techniques
  • New legislative changes and potential problems

 

Webinar Instructions

All attendees must log-on through their own email – attendees may not watch together if they wish to earn continuing education credit. HalfMoon Education Inc. must be able to prove attendance if either the attendee or HalfMoon Education Inc. is audited.

Certificates of completion can be downloaded in PDF form upon passing a short quiz. A link to the quiz will be sent to each qualifying attendee immediately after the webinar. The certificate can be downloaded from the Results page of the quiz upon scoring 80% or higher.

Webinars are presented via GoToWebinar, an easy-to-use application that can be run on most systems and tablets. Instructions and login information will be provided in an email sent close to the date of the webinar. It is highly recommended that you download, install and test the application before the webinar begins by clicking on the link in the email.

GoToWebinar App requirements:
Windows 7 – 10 or Mac OSX Mavericks (10.9) – macOS Catalina (10.15)

Web Browser:
The two most recent version of the following browsers:
Google Chrome, Mozilla Firefox, Apple Safari, Microsoft Edge
Internet Explorer v11 (or later) with Flash enabled.

Internet connection: Minimum of 1Mbps       Hardware: 2GB RAM or more

For more information, visit the Support section at www.gotowebinar.com

Credits

Accountants
7.2 CPE Credits

Attorneys
7.0 CLE Hours, Including 1.0 Ethics Hour

 

Continuing Education Credit Information

This webinar is open to the public and is designed to qualify for up to 7.2 CPE credits for accountants and 7.0 CLE hours for attorneys in New York. Professionals seeking continuing education credits in other states may be able to claim the hours earned at this webinar; please refer to specific board rules to determine eligibility.

This webinar offers accountants 7.2 CPE credit hours (based on 50-minute hours) of intermediate-level group internet-based CPE credits in the area of Specialized Knowledge. Knowledge in elder law is beneficial, and no advance preparation is recommended. NASBA Sponsor No. 103015.

HalfMoon Education Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

HalfMoon Education is certified by the New York State CLE Board as an Accredited Provider of CLE programs. This nontraditional format course offers 6.0 Areas of Professional Practice CLE hours and 1.0 Ethics CLE hour, which are appropriate for experienced attorneys. HalfMoon Education will provide financial hardship assistance to New York attorneys who wish to attend this event. Contact Frank Chapman at fchapman@halfmoonseminars.org for details and to apply.

Attendance will be monitored, and attendance certificates will be available after the webinar for those who attend the entire course and score a minimum 80% on the quiz that follows the course (multiple attempts allowed).

On-Demand Credits

The preceding credit information only applies to the live presentation. This course in an on-demand format is not eligible for any of the listed credits.

Speakers

Robert Arbuco, Esq.

Associate at Enea, Scanlan & Sirignano, LLP

Mr. Arbuco, concentrates his practice on Medicaid Planning and Estate Planning. He believes it is crucial to plan for the future of yourself and your loved ones. Mr. Arbuco received a B.S. in Global Studies: Political Economy and Development and a B.A. in Italian Studies from the University of Arizona, graduating in 2016. He received a J.D. from the Elisabeth Haub School of Law at Pace University, graduating Cum Laude in 2021. Mr. Arbuco is admitted to practice law in New York. He is a member of the New York State Bar Association (NYSBA) and the Westchester County Bar Association (WCBA).

Deborah S. Ball

Law Offices of Deborah S. Ball

Ms. Ball’s Law Offices are a practice that concentrates on elder law issues, matters affecting the developmentally disabled, trust and estate planning options, including will preparation, and estate administration. As a former Assistant District Attorney, She investigated home repair schemes against the elderly community. Ms. Ball has been appointed as guardian, guardian ad litem, court evaluator, and attorney for the alleged incapacitated person, as well representing clients in guardian proceedings involving elderly and disabled individuals.

Lauren Enea, Esq.

Senior Associate with Enea, Scanlan & Sirignano LLP

Ms. Enea, concentrates her practice on Wills, Trusts and Estates, Medicaid Planning, Special Needs Planning and Probate/Estate Administration. She believes that it is never too early or too late to start planning for your future and enjoys working with individuals to ensure that their plan best suits their needs. An active member of the local bar associations, Ms. Enea was appointed to the Executive Committee of the Westchester County Bar Association (WCBA) Trusts and Estates Section. She is also the co-chair of the WCBA New Lawyers Section, treasurer of the Columbian Lawyers Association of Westchester County, and chair of the New York State Bar Association (NYSBA) Elder Law and Special Needs Section Publications Committee and co-editor of the NYSBA Elder Law and Special Needs Section Journal. Ms. Enea is a past co-chair of the NYSBA Elder Law and Special Needs Section 2020 Fall Meeting and the Elder Law and Special Needs Section 2022 Summer Meeting.

Michael Korsinky

Korsinsky & Klein

Mr. Korsinsky, is a founding partner at Korsinsky & Klein, LLP. He manages the firm’s litigation groups and Health Care Department, which includes appearing before various courts as well as those matters before administrative tribunals at various government agencies. He concentrates and dedicates most of his time with construction litigation, Elder Law and Health Law matters. Mr. Korsinsky also represents nursing homes throughout New York State, advising them in all areas of reimbursement related issues. He has extensive experience in representing nursing homes in Mental Hygiene Law Article 81 Guardianship proceedings in an effort to obtain Medicaid eligibility for their residents. Mr. Korsinsky also advises and represents healthcare facilities in an effort to solve complex discharge planning problems. He has brought actions in New York State Supreme Court and Surrogate’s Court to solve clients’ accounts receivables troubles. Mr. Korsinsky is recognized in New York State in the elder law and guardianship field. He has given numerous lectures to Nursing Home and Hospital Associations in an effort to have these entities streamline their nursing home admissions process and limit their potential liability from non-paying individuals.

Moira Laidlaw

Hollis Laidlaw & Simon P.C.

Clients have turned to Ms. Laidlaw for 20 years on a broad range of trust and estate planning needs, including wills, trusts, guardianship, probate, and estate administration. She also works with clients in matters regarding elder law, special needs planning, Medicaid, long-term care asset protection, small business planning, and high net worth estate tax planning. Additionally, Ms. Laidlaw handles fiduciary litigation concerning trusts, wills, guardianships, conservatorships, and related accountings.  She is a Certified Elder Law Attorney (CELA), one of approximately 400 attorneys in the U.S. who hold this designation, as accredited by the National Elder Law Foundation and the American Bar Association. As an executive committee member of the New York State Bar Association’s Elder Law and Special Needs Section, Ms. Laidlaw is one of an elite group of attorneys who help advocate and set policy on matters that impact the elderly and special needs community. She frequently lectures and educates on topics such as Medicaid as it relates to long-term care financing; special needs planning; and probate, estates, and gift tax issues. Ms. Laidlaw is also a member of the Society of Trust and Estate Practitioners (STEP). STEP, a global organization whose members come from 98 countries, is the global professional association for practitioners who specialize in family inheritance and succession planning.

Sarah Murdoch

Director of Client Services at Medicare Rights Center

Ms. Murdoch joined the Medicare Rights Center in 2014. As Director of Client Services, she oversees programmatic operations of the Client Services Department. This includes the national helpline; Medicare Rights Center’s participation in state ombudsman and technical assistance programs such as New York’s Health Insurance Information Counseling and Assistance Program (HIICAP), Community Health Access to Addiction and Mental Healthcare Project (CHAMP), the Independent Consumer Advocacy Network (ICAN), and Community Health Advocates (CHA); and Medicare Rights Center’s volunteer and intern program. Previously, Ms. Murdoch served as the Helpline & Volunteer Coordinator, managing helpline counselors who work directly with beneficiaries to advocate for access to care, services, and benefits available through Medicare and Medicaid. She has a B.S. from The University of Chicago and an M.S.W. from Washington University in St. Louis. Prior to joining the Medicare Rights Center, Ms. Murdoch worked at Catholic Charities Senior Services in Chicago, coordinating community-based services and home care for older adults.

Alfred Polizzotto, III, Esq., CFP

Polizzotto and Polizzotto, LLC

Mr. Polizzotto III practicing in Estate Planning & Administration, Litigation, Family Law, Elder Law, Real Estate, Financial Planning, and more.

Streamable MP4/PDF Price: $349.00

Add to Cart