Albany Law School professors, attorneys and other experts will conduct workshops covering:
- Health care decision making
- Protecting against scams
- Estate planning
- Medicare and Medicaid
- Charitable giving
No registration is required for workshops.
Attendants receive a free resource guidebook.
Register the day of the event for a free one-on-one counseling session with a representative from the Elder Law Section of the New York State Bar Association.
The Nancy M. Sills '76 Memorial Senior Citizens' Law Day Lecture
Corinda Crossdale, Director of the New York State Office for the Aging
10:00 a.m. - 11:00 a.m.
Albany Mayor Kathy Sheehan
Tentative Workshop Schedule
Medicare, Managed Care, & Supplemental Insurance with Andrew Koski (Room E115)
An overview of Medicare, managed care, and supplemental health insurance to help individuals caring for a Medicare beneficiary, individuals who will be enrolling in Medicare soon, those newly enrolled on Medicare, and beneficiaries on Medicare, to understand the intricacies of these programs.
Devising a Charitable Gift in Your Estate Plan with Judy Nolfo-McKenna (Room E116)
Planned giving has traditionally been defined as the gift that an individual makes near the end of his or her lifetime. There are many kinds of planned gifts, including, but not limited to: simple bequests in a will or an estate plan, charitable gift annuities, charitable remainder trusts, charitable lead trusts, and non-cash assets. This workshop will explore some of the ways you can make a charitable gift to a charity you care about in your estate plan, even with a smaller or modest estate.
Planning for Long-Term Nursing Home Care with Glenn Witecki & Silvia Andrejuk (Room E117)
This workshop will discuss the use of trusts and powers of attorney to protect assets such as stock, real estate, and bank accounts. It will also discuss how assets can be preserved even if no planning was done prior to requiring nursing home care.
Wills vs. Trusts with Debra Verni (Room 200)
Find out the different planning options presented by wills and trusts and see which one is best for your planning needs.
Retirement Plans with Prof. David Pratt (East Wing Room 211)
An overview of various retirement plan options; basic information about social security, IRAs, 401(k) plans, pensions, annuities and more.
How to Navigate the Surrogate’s Court in Small Estates and Administrations with Deborah Kearns & Alima Atoui (West Wing Room 212)
This panel will discuss how to navigate the Surrogate’s Court when someone dies leaving assets under $30,000 or dies without a will. Participants in this panel will learn about the proper forms required to commence a small estate or administration proceeding, eligibility to commence such proceedings and the necessary parties to such proceedings. Participants will also learn about spousal and family rights that are available under the law when a loved one dies.
Identity Theft & Senior Scams with Melanie Grossman (Room E115)
This presentation helps you recognize and avoid scams as well as provides strategies to help you address the harms from identity theft and prevent victimization. It also presents tools and resources to utilize if you fall victim to a scam.
Introduction to Managed Long-Term Care and the ICAN Program with Muriel Miller (Room E116)
Learn more about long-term are and the Independent Consumer Advocacy Network (ICAN). ICAN is a great resource for your questions related to Medicare, Medicaid, long-term care (for example, your home care or nursing home care), and your managed care plan.
The Importance of Powers of Attorney in Elder Law with Glenn Witecki & Silvia Andrejuk (Room E117)
This workshop will discuss Power of Attorneys and guardianship proceedings. The workshop will also present information about having an “attorney-in-fact,” such as how to select one, what their scope of legal authority is, what their duties are to you, and more.
Getting Your Affairs in Order: Basic Estate Planning Concepts with Tara Anne Pleat (Room 200)
If you’re just beginning to think about estate planning, this is the workshop for you. An explanation of the fundamental concepts of wills, trusts, estates, probate and other strategies for wealth transfer.
Probate Process with David Kubikian (East Wing Room 211)
An explanation of the basic probate process, the roles and duties of various persons, and some of the potential issues that can arise.
Your Financial Legacy: Helping Your Family Understand Your Wishes with Jason DePasquale (West Wing Room 212)
Information and strategies for communicating with your family members on the subject of what you want done with your assets and property.
Probate Avoidance with Brittiny B. Razzano (Room E115)
Probate can be a time consuming and expensive process – and it’s not always necessary. Learn strategies and plans for transferring your assets without going through probate.
Inheriting Guns with Stephen T. Buckley (Room E116)
If firearms are among the assets that you plan to transfer to your heirs, there are some rules that you should be aware. This workshop will explain the process, and identify the issues you need to be aware of.
Women's Retirement Reality with Jacqueline Sheffer (Room E117)
Women face a unique set of challenges when it comes to meeting their financial goals, including longer life expectancy, fewer years in the workforce and persistently smaller paychecks than men. Understanding the obstacles and opportunities can make all the difference in the size of their future nest eggs.
Medicare vs. Medicaid with Pierro, Schaeffer, & Connor (Room 200)
Medicare and Medicaid are both government programs, but governed by different rules and eligibility requirements – it can be confusing. This workshop will discuss how each program works, what benefits they offer, and how to determine what benefits you’re eligible for.
Rights of Grandparents as Caretakers for Grandchildren with Prof. Joseph Connors (East Wing Room 211)
If you are a grandparent acting as a caregiver for a grandchild, you have certain rights, which will be discussed in this workshop.
Schenectady ARC Topic TBD with Kirk M. Lewis (West Wing Room 212)
Capital Gains & Estate Planning: To Gift or Not to Gift? with Brittiny B. Razzano (Room E115)
This workshop will explore the role capital gains tax considerations play in estate planning. Reduce your overall tax burden by making informed, strategic decisions about transfers of assets subject to capital gains tax.
Aging in Place: My Home, My Castle with Lou Pierro (Room E116)
This session will explore how seniors can safely age in place. Topics include how to get care at home, find the right caregivers, manage the care, and pay for care with Medicaid and VA benefits.
Benefits of Using Pooled Trusts for Community Medicaid with Bob Mascali (Room E117)
This workshop will focus on how to use a pooled trust to help manage limited resources and pay for long term care. The workshop will also include a discussion on the benefits of pooled trusts for community home care expenses. Finally, the workshop will offer suggestions on what to consider when choosing a pooled trust including the vetting process and factors to consider when choosing a trustee.
The ABC's of Trusts with Daniella Keller (Room 200)
Trusts are powerful and flexible instruments for transferring your assets. This workshop contains basic information about creating trusts and the circumstances under which they can be used.
Deciphering Health Care Acronyms with Elisa Strole (West Wing Room 212)
MSP? EOB? SSI? ACA? If you need understanding the acronyms used in today’s health care and retirement planning this is the workshop for you.