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In-Person Program

12th Annual New England Elder & Disability Law Conference 2011

Recent developments and practical advice

Friday, 3/4/2011, 9:30 am - 4:30 pm
MCLE Conference Center, Ten Winter Place, Boston
6 substantive credits, 0 ethics credits
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Product Description

Why attend?

The Health Reform Act is the most significant change in federal health care policy since the enactment of Medicare and Medicaid. How much will it really affect the lives of seniors and the practice of elder law? Keynote speaker Charles Sabatino answers this and other timely questions.

This year's conference covers a wide variety of elder and disability law topics with an eye toward late-breaking developments and significant changes from the past year. Our panel of expert practitioners addresses the most important recent changes in the law, including the impact of the latest state and federal legislation. This year's faculty features an all-star lineup of nationally recognized elder law experts.

The first legislative update reviews state and federal statutory changes, the Patient Affordable Care Act long term care options, the implementation of state budget cuts, the impact of the recession on planning and bills that affect planning decisions. The implementation of the Deficit Reduction Act in Massachusetts and nationally has led to an increase in Medicaid-related litigation. The second legislative update discusses the facts and implications of these cases, including those on the use of annuities, promissory notes, caregiver agreements and safe harbor strategies and more controversial planning options

The Conference explores alternatives along the spectrum of care. When parents age, they often cannot, or do not want to, continue to live in the family home. Instead of moving to another independent living arrangement, assisted living, or even a nursing home, they sometimes move to a child's home. This session discusses financial arrangements and tax impact thereof, care contracts, modifications to estate plans if warranted, and other issues that arise in implementing these arrangements in a way that maintains family harmony.

Finally, learn about new VA forms, the new policy related to disclosure of transfers of assets, and new trends related to adjudication of claims. This session focuses on non-service connected VA pension (with Aid and Attendance) benefits. It includes necessary information all VA benefits practitioners need to know.

Keynote Address

Charles P. Sabatino on the Effect of Health Care Reform and Its Impact on Elder & Disability Law Practices

Charles P. Sabatino, Esq., is the Director of the American Bar Association's Commission on Law and Aging, in Washington, D.C., where since 1984, he has been responsible for the ABA Commission's research, project development, consultation, and education in areas of health law, longterm care, guardianship and capacity issues, surrogate decisionmaking, legal services delivery for the elderly, and professional ethics. He is a former president of the National Academy of Elder Law Attorneys and current chair of public policy. He received his A.B. from Cornell University and his J.D. from Georgetown University Law Center and is a member of the Virginia and D.C. bars.

Conference schedule, Friday, March 4, 2011

9:30 a.m. - 9:40 a.m.

Welcome and Introduction

  • Carol Cioe Klyman, Esq., Cochair Shatz, Schwartz & Fentin, PC, Springfield
  • Ken W. Shulman, Esq., Cochair Day Pitney LLP, Boston
  • Liane Zeitz, Esq., Cochair Law Office of Liane Zeitz, Dedham

9:40 a.m. - 10:40 a.m.

Keynote Address: The Effect of the Health Care Reform and Its Impact on Elder & Disability Law Practices

  • Charles P. Sabatino, Esq. American Bar Association, Washington, D.C.

10:40 a.m. - 11:10 a.m.

Update on Massachusetts Legislative Developments

  • Deborah H. Thomson, Esq. Massachusetts Law Reform Institute, Boston

11:10 a.m. - 11:20 a.m.

Networking Break

11:20 a.m. - 12:20 p.m.

Recent Developments in Elder Law

  • Harry S. Margolis, Esq. Margolis & Bloom LLP, Boston

12:20 p.m. - 12:30 p.m.

"Ask the Experts" Q&A Session Panel

12:30 p.m. - 1:30 p.m.

Lunch Break (on your own)

1:30 p.m. - 2:30 p.m.

Options for Elders Moving in with Their Children

  • Deborah L. Fins, Deborah Fins Associates, PC, Worcester
  • Emily S. Starr, Esq. Ciota, Starr & Vander Linden LLP, Fitchburg

2:30 p.m. - 2:45 p.m.

Networking Break

2:45 p.m. - 4:15 p.m.

Veterans' Benefits Update

  • Victoria Collier, Esq. The Elder and Disability Law Firm of Victoria Collier, Decatur, GA

4:15 p.m. - 4:30 p.m.

"Ask the Experts" Q&A Session Panel

Table of Contents


Liane Zeitz, Esq., Law Office of Liane Zeitz, Dedham


Victoria Collier, The Elderand Disability Law Firm of Victoria Collier, Decatur
Deborah L. Fins, LICSW, CMC, Deborah Fins Associates, PC, Worcester
Charles P. Sabatino, Esq., American Bar Association, Commission on Law and Aging, Washington
Deborah H. Thomson, Esq., The PASS Group, Boston



  • $275
  • $245 MCLE Sponsor Members
  • $195 New lawyers admitted to law practice after 2006, pending admittees and law students
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