Large Firm Service. Small Firm Attention.

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Date(s) - September 12, 2023
11:15 am - 12:30 pm



Partner Amy C. O’Hara will be speaking at the 54th Annual Estate Planning Institute. This session will discuss specific issues in estate planning for elder care and those with special needs. By completing this session, participants will be able to:

  • Hear an overview of Medicare and Medicaid coverage and eligibility
  • Prepare for ethical issues when working with clients with diminished capacity
  • Plan for incapacity
  • Review guardianship and alternatives
  • Understand the use of trusts in long-term care planning
  • Receive an update on SECURE 2.0 and what it means for special needs trusts
  • Identify and fix defective SNTs

This session can be attended in-person or viewed online.

The location for the in-person conference is:
PLI New York
1177 Avenue of the Americas
Entrance on 45th Street
New York, NY