Events

Special and Supplemental Needs Trusts
Presenters: James A. Caffry, Esq. and Glenn A. Jarrett, Esq.
6 General CLE credit hours

Date: Thursday, March 8, 2012

Location: Capitol Plaza Hotel, Ethan Allen Room, Montpelier, VT

All Day Seminar, including lunch, 9:00 a.m. - 4:30 p.m. $150.00

• Morning Session, Basics 9:00 a.m. - 12:15 p.m. $80.00
• Afternoon Session, Advanced 1:15 p.m. - 4:30 p.m. $80.00

Seminar Outline

Seminar Registration Form

• 3nd Annual Vermont Elder Law Summit
  Oct 7, 2011
  Morning Sessions co-sponsored with the Elder Law Section of the VBA
  • Client Capacity Concerns Panel(1 hour)
  • Probate Judge Joanne Ertel
  • Maggie Lewis, Alzheimers's Association, VT
  • Dr. Lisa Furmanski, geriatrician, Dartmouth Hitchcock Medical Center
  • Benefits Available for our Senior Veterans (1 hour)
  • Salissa Wahlers, MSW, Veterans Health Administration
  • Estate Planning for Same-sex Couples (1 hour)
  • Hyman Darling, Esq., CELA (Massachusetts)
  Lunch and Afternoon "Unprogram" for NAELA members
• 2011 Annual Meeting
  Friday, May 6, 2011 (Telephone conference)
• Winter Chapter Meeting, Preparing for the Next Legislative Session
  Friday, February 4, 2011
• 2nd Annual Vermont Elder Law Summit, Expanding Excellence in Elder Law
  October 8, 2010 (Materials available)
  Morning Sessions co-sponsored with the Elder Law Section of the VBA
  • 2010 in Review (2 hours)
  • Estate Taxes
  • Health Care Reform
  • Medicaid
  • Mark E. Melendy, LLM Tax
  • Michael Benvenuto, Esq.
  • Special Needs Trusts: An Advanced Review (1 hour)
  • James A. Caffry, Esq.
  • Glenn A. Jarrett, Esq., CFP
  Afternoon Session: Unprogram for Chapter Members
• 2010 Annual Meeting, Surviving the Economic Downturn
  Friday, May 21, 2010
  Jim Leddy, President of Vermont AARP
  Followed by Installation of New Officers and Directors; Networking Luncheon
• Winter Chapter Meeting, Facing State-wide Challenges
  Friday, February 5, 2010
  Hot Topics: Judicial Reorganization and Proposed Changes to Long-term Care Medicaid Rules, SNT payments to caregivers, elective shares and testamentary SNTs
• First Annual Elder Law Summit, Reaching Invigorating Heights
  October 9, 2009
  Morning Sessions, co-sponsored with the Elder Law Section of the VBA
  • Guardianship Powers and Limitations Panel, 2 hours of CLE credit
  • Neal Rodar Mediator-in-Residence, Woodbury Institute of Champlain College
  • The Honorable Susan L. Fowler, Chittenden District Probate Court
  • Aaron J. Goldberg, Esq.
  • Jackie Majoros, State Long-term Care Onbudsman
  • Retirement Benefit Planning, Stephen P. Magowan, Esq., 1 hour of CLE credit
  Afternoon Session: Unprogram for Chapter Members
• 2009 Annual Meeting, Helping Our Clients Remain at Home
  May 14, 2009
  Wendy Marton and Kathy Hart, Champlain Valley Agency on Aging
  Lindy Hatcher and Tomsz Jankowski, Care Mangement Network of Vermont
  Followed by business meeting, nominations of officers