Elder Law

Cutting Edge Topics in Estate Planning

Tuesday, January 20, 2015
5:30-6PM: Networking & Refreshments
6-8PM: CLE
2 MCLE Credits (Professional Practice)
Members $50 | Non-Members $80  
+$20 for payment received less than 24 hours before program

Digital Estate Planning – We will explore the definition of digital assets and how to access, secure and distribute them. You will learn the risks and obstacles associated with planning for digital assets, such as potential privacy violation issues and the impact of federal and state hacking laws. We will also cover various planning techniques used to avoid pitfalls and ensure smooth administration of digital assets.
Special Needs Trusts – We will explain the importance of supplemental needs trusts, when to create them and how to fund them as well as the difference between a third-party trust versus a self-settled “payback” trust. A recent New York trust case will be presented to explore the role and responsibilities of corporate trustees of supplemental needs trusts.
Same-Sex Family Planning – Since U.S. v. Windsor, the landmark Supreme Court case that defeated a controversial federal law denying equal treatment to same-sex spouses, some 35 states recognize same-sex marriage. We will recap this trailblazing case and outline issues that remain for same-sex spouses, with an emphasis on estate planning.
Presented By:
Jill Beier, Esq. – Digital Estate Planning
Amy Altman, Esq. – Special Needs Trusts
Daniel Axman, Esq. – Same-Sex Family Planning
Program Coordinator:
Michelle Shagenov, Esq.
Sponsored By:
Surrogate’s Court Committee – Hon. Bruce M. Balter, Chair & Frank T. Strafaci, Esq. Vice Chair
Decedents’ Estates Section – Paul S. Forster, Esq., Chair & Frank T. Strafaci, Esq., Vice Chair
Elder Law Committee – Anthony Lamberti, Esq., Chair & Fern J. Finkel, Esq., Vice Chair
Computer Technology Committee - Andrea Bonina, Esq., Co-Chair & Daniel Antonelli, Esq., Co-Chair
Young Lawyers Section – Daniel Antonelli, Esq., Chair & Adam Kalish, Esq., Vice Chair
To Register Online:
Enter CLE attendee name in the appropriate box below (Member or Non-Member) and click “Add To Cart.”


For more information, contact Danielle A. Levine, CLE Director, at 718-624-0675, ext. 206 or dlevine@brooklynbar.org.

OCA Approved Article 81 Guardianship Training
7 MCLE Credits (Prof. Practice, Skills, Ethics)
Originally Presented on: Wednesday, May 21, 2014~ 9:00am-5:00pm
123 Remsen Street, Brooklyn, NY 11201
A panel of experienced attorneys and Office of Court Administration staff will provide certification training required for guardian appointment in New York State. This course is approved for both attorneys and non-attorneys.
Presented by:
•Anthony J. Lamberti, Esq.
•Helen Galette, Esq.
•Fern Finkel, Esq.
•Peggy Barbanel, Esq.
•James Cahill, Esq.
•Liz Candreva, Esq.-OCA Part 36 Staff Attorney
•Louise Albenda, Esq.
Sponsored by:
•    Brooklyn Bar Association’s Elder Law Commitee, Anthony J. Lamberti, Esq.-Chair
•    Investors Bank

Registration Fee includes CLE credits and a CD of the materials. If you would like a printed copy of the materials, the Brooklyn Bar Association can provide at cost for $30.


The 2013 Elder Law Update
Originally Presented on Monday, November 4, 2013
2 Professional Practice Credits
Bernard A. Krooks, Esq. will provide an update on recent developments in elder law and how to pay for long-term care.  The seminar will cover such topics as Medicare, Medicaid, long-term care insurance, nursing homes, assisted living, guardianship, Medicaid trusts, and special needs trusts.  Relevant tax considerations will also be addressed.

Presented by:
Bernard A. Krooks, Esq.
Sponsored by:
•BBA’s Elder Law Committee- Anthony Lamberti, Esq., Chair
•East Coast Appraisal Service

To Order the CD Online


For More Information, Contact Meredith Symonds, Esq.: msymonds@brooklynbar.org or 718.624.0675, ext 206.

Original CLE Date: April 27, 2011
Credits: 2 Credits Professional Practice

Presentations by:
Barry S. Engel, Esq., – Engel & Reiman pc
Eugene L. Stoler, CPA, JD, LLM(Taxation) – Partner, Raich Ende Malter &Co LLP

Sponsored by: The Brooklyn Bar Association Taxation Committee, Eugene L. Stoler, Esq., – Chair

Topics will include: an overview of basic asset protection concepts and planning tools; domestic vs foreign asset protection trusts – an analysis of principles and statutory provisions; U.S. tax implications and compliance requirements; an update on recent case law and other challenges; and trust law meets contempt law – now what?

For more information contact:
Phone: 718-624-0675 ext. 209

Purchase Here:

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Original CLE Date: February 3, 2011
Credits: 2 Professional Practice Credit

Moderated by: Anthony J. Lamberti, Esq.

Presentations by:
Vincent J. Russo, J.D., LL.M., CELA – Vincent J. Russo & Associates, P.C.
Louis W. Pierro, Esq. – Pierro Law Group, LLC

Sponsored by: The Brooklyn Bar Association Elder Law Committee, Anthony J. Lamberti, Chair

Course Description: With the Baby Boomer generation beginning to turn 65 this year, the number of seniors and their needs will grow geometrically, and with it the need for competent Elder Law attorneys. Whether you are interested in  adding Elder Law to your current practice, or in adding profitability to an existing Elder Law practice, automating the  documents that your clients will need and searching out the educational services and other practice management tools are key. This session will highlight the most important subject matter for an Elder Law practitioner, and ways to stay  efficient while growing your practice.

For more information contact:

Phone: 718-624-0675 ext. 209

Purchase Here:

Price: $50.00

Original Recording Date: January 6, 2011
Credits: 1 Professional Practice Credit

Moderated By:
Fern Finkel, Esq.

Presentations by:
Fern Finkel, Esq.
Anthony Lamberti, Esq.

Sponsored by:
The Brooklyn Bar Association Elder Law Committee, Anthony J. Lamberti, Chair
The BBA Volunteer Lawyers Project, Jeannie Costello – Executive Director

The program provides: an overview of the amended Power of Attorney Statute and Practical Tips for Implementation.

For more information contact:
E-mail: lfeldman@brooklynbar.org
Phone: 718-624-0675 ext. 209

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Price: $50.00

Credits: 2 MCLE Credits (Professional Practice)
Speakers: William R. Burns, Owner, Lexington Pension Consultants, Inc.
RoseAnn C. Branda Esq., Caruso, Caruso and Branda PC

The seminar offers a practical guide to organizing your case to properly identify, quantify and possibly offset retirement assets for equitable distribution. Special emphasis is placed on the proper preparation of the Property Settlement Agreement. Improperly drawn Property Settlement Agreements are difficult, if not impossible, to remediate and can often lead to a variety of additional problems. This seminar provides practical guides and specific language that cover most property settlement scenarios.
Presented 10/28/09

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Credits: 2 MCLE Credits

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