elder law attorney/elder and special needs law …

ELDER LAW ATTORNEY/ELDER AND SPECIAL NEEDS LAW JOURNAL INDEX (2000-Present)

Title Author Vol. No. Issue Yr. Pg

The Securities and Commodities Broker and the Elder Clients' Rights—A Practitioner's Kit

Mushkin, Martin 2 2 FALL/WIN 92 22

Optimizing Transfers Under MCCA (Maximize the Savings/Minimize the Penalty)

Russo, Vincent J.; Kramer, Frederick J.

2 2 FALL/WIN 92 26

Every WHOOPIE Needs a GRIT or Estate Planning for the Well Off Older Person

Gilbert, Vivienne 2 2 FALL/WIN 92 35

The Family Partnership—A Management Tool for the Elderly Client Wolff, Robert L. 3 1 SPRING 93 5

Aging in Place With Supplemental Needs Trusts Robert, Joan Lensky; Robert, Charles

3 1 SPRING 93 7

The Adult Guardian—Mental Hygiene Law, Article 81 Beane, Leona 3 1 SPRING 93 27

The Role of Long-Term Care Insurance in Estate Planning Birnbaum, Bruce L. 3 1 SPRING 93 41

Medicaid Provisions of OBRA ‘93 Shilling, Dana 3 2 FALL/WIN 93 6

The Obligation of Guardians Under Article 81 of the Mental Hygiene Law to Apply to Have Their Powers Modified

Salzman, Ira 3 2 FALL/WIN 93 11

Asset Management for the Elderly—Coordinating the Efforts of the Client, the Family, the Attorney and the Financial Advisor

Horowitz, Fredric R. 3 2 FALL/WIN 93 17

Long-Term Care Insurance for the 90’s Gruenwald, Abraham I. 3 2 FALL/WIN 93 22

The Budget and Medicaid Zahnleuter, Linda 4 1 SUMMER 94 8

Article 81: One Year Later Newman, J. ; Abrams, R.; Flowers, E. L.

4 1 SUMMER 94 10

IRAs, the Forgotten Asset Wolff, Robert L. 4 1 SUMMER 94 18

The Lawyer, the GCM, the Forest and the Trees Dolen, Lenise 4 1 SUMMER 94 22

Ethics of Elder Law Kruger, Robert 4 1 SUMMER 94 26

Is Article 81 in Your Client’s Future? Harrison, Elaine 4 2 WINTER 94 4

Crisis Issues in Golden Year Marriages DaSilva, Willard H. 4 2 WINTER 94 7

NYS Implements the Omnibus Reconciliation Act of 1993 Russo, Vincent; Rachlin, Marvin

4 2 WINTER 94 13

Estate Planning for the Elderly Client Wolff, Jr., Robert L. 4 2 WINTER 94 17

Estate Planning to Protect Persons with Serious Disabilities—A View From Across the Hudson

Friedman, Lawrence A. 5 1 SPRING 95 18

Article 81—How’s It Doing Leinheardt, Wallace L. 5 1 SPRING 95 23

Managed Health Care Programs - An Alternative For Your 65+ Clients Squitieri, Janet 5 1 SPRING 95 38

Practical Aspects of Discovery and Turnover Proceedings Under Article 81 of the Mental Hygiene Law

Bomba, Margaret Ann 5 1 SPRING 95 41

A New Deduction for the Family Home Davidow, Lawrence Eric 5 2 FALL 95 7

New Disclosure Requirements To Testators for Attorney/Draftspersons Carp, Gerald I.; Schlesinger, Sanford J.

5 2 FALL 95 10

Medicaid Planning by Guardians Krooks, Howard S.; Krooks, Bernard A.

5 2 FALL 95 13

Publicizing the Supplemental Need Trusts Petroff, Martin 5 2 FALL 95 18

Spousal Issues Dominate Summer Program Robert, Joan Lensky 5 2 FALL 95 21

Medicaid and Elder Law: 1995 Legislative Update Fatoullah, Ellice; Glickstein, Richard

5 2 FALL 95 25

The Law and Aging Strauss, Peter J. 6 1 WINTER 96 4

First LTC Experience Study Completed Corliss, Gary L. 6 1 WINTER 96 8

Second Circuit to Review Medicare Treating Physician Rule Robert, Charles 6 1 WINTER 96 10

Update on Nursing Home Regional Rate Study Krooks, Bernard A. 6 1 WINTER 96 12

Tax Tips Wolff, Robert L. 6 1 WINTER 96 14

Enhanced Community Spouse Resource Allowance, The (Practice Tip) Atlas, Howard J. 6 1 WINTER 96 16

State Bar Activities and Federal Legislation Fatoullah, Ellice 6 1 WINTER 96 17

Legislative Changes Urged for Article 81 Leinheardt, Wallace L. 6 1 WINTER 96 20

Beyond the Statutes: Courts Add Criteria for Supplemental Needs Trusts Goldfarb, David 6 1 WINTER 96 24

The New New York State Estate Tax Principal Residence Deduction Engel, Ralph M. 6 1 WINTER 96 26

Legal Services for the Elderly Dougherty, Donna 6 1 WINTER 96 28

End of One-Third Reduction for SSI Recipients with High Rent Robert, Charles 6 1 WINTER 96 30

Tax Issues in Representing the Elderly O'Connor, Michael E. 6 2 SUMMER 96 5

Income, Estate and Gift Taxation of Supplemental Needs Trusts Kutzin, Michael S.; Goldfarb, David

6 2 SUMMER 96 9

Having Your Cake and Eating It: Tax Benefits of Deferred Charitable Gifts Finn, Martin S.; Lavelle, John H.

6 2 SUMMER 96 11

Gallenstein v. U.S. The Case and the Possible Income Tax Benefit That Follows

Kelley, Ralph B. 6 2 SUMMER 96 14

Saving the Family Home and Miscellaneous Costs Davidow, Lawrence Eric 6 2 SUMMER 96 16

Family Court Practice in the Medicaid Context Koldin, Stephen K. 6 2 SUMMER 96 19

An Introduction to Managed Care for the Elder Law Attorney Siegel, Shana 6 2 SUMMER 96 23

Use of Transfer of Assets and Spousal Refusal for Medicaid and Estate Planning Under Article 81

Frosco, Donna 6 2 SUMMER 96 25

Report on Intensive Forum on Long Term Care Rabbino, Mitchell W. 6 2 SUMMER 96 26

IRS Rules on Deductible Interest in Home Purchases (Tax Tips) Wolff, Robert L. 6 2 SUMMER 96 33

Irrevocable Income Only Trusts Atlas, Howard J. 6 2 SUMMER 96 36

Good News for Some SCRIE Recipients (Legal Services for the Elderly) Dougherty, Donna 6 2 SUMMER 96 38

Recent Developments in Florida Law of Interest to New York Practitioners Wiesner, Ira S. 6 2 SUMMER 96 40

Abuse of the Elderly and Infirm Bomba, Margaret Ann 6 3 FALL 96 4

Elder Abuse: Available Remedies in Family and Criminal Courts Hoffman, Lee 6 3 FALL 96 8

Financial Abuse of the Elderly: Joint Bank Accounts, Confidential Relationships and Forfeiture

Kruger, Robert 6 3 FALL 96 11

Handling Complaints About Nursing Home Care Murphy, Jean 6 3 FALL 96 16

Elder Law Update: New York Elder Abuse Legislation Davidow, Lawrence E.; Stern, Steven H.

6 3 FALL 96 18

Tax Tips Wolff, Robert L. 6 3 FALL 96 20

Assisted Living: Integrating Housing and Services for Older People Prosper, Vera 6 3 FALL 96 23

New Statutory General Power of Attorney Belson, Ellen Siev 6 3 FALL 96 28

Public Guardianship Issues for New York: Insights from Research Schmidt, Winsor G. 6 3 FALL 96 31

An Analysis of Welfare Reform and Its Effects on Medicaid for Immigrants Dougherty, Donna 6 3 FALL 96 38

Elder Financial Planning, Annuities, Life Insurance, and Other Retirement and Estate Strategies

Clapp, Alfred C., Jr. 7 1 WINTER 97 10

Long-Term Care Insurance in New York: What's New and What's Noteworthy Whitman, Johnston de F., Jr.

7 1 WINTER 97 14

Favorable Tax Treatment for Long-Term Care Insurance Passes Koski, Andrew 7 1 WINTER 97 19

A Review of the 1996 Health Insurance Act and Tax Treatment of Long-Term Care Insurance

Clapp, Alfred C., Jr. 7 1 WINTER 97 21

Living Benefits: New Use for Life Insurance Benefits by Seriously Ill Individuals Drivanos, Patricia C. 7 1 WINTER 97 24

Legal Issues Surrounding Managed Care Siegel, Shana; Abrams, Robert

7 1 WINTER 97 27

The Task Force on Long-Term Care Financing: Will New York's Future Be Secure?

Pierro, Louis W. 7 1 WINTER 97 29

The Elder Law Section's Response to the Task Force on Long-Term Care's Report

Strauss, Peter J. 7 1 WINTER 97 35

Medicare Supplement Insurance Rules Revised Koski, Andrew 7 1 WINTER 97 37

The New York State Partnership for Long-Term Care—An Update Pierro, Louis W. 7 1 WINTER 97 40

Elder Law in Cyberspace: The Journey Begins Gallagher, Stephen; Miller, Ira K.

7 1 WINTER 97 42

Tax Tips Wolff, Robert L. 7 1 WINTER 97 43

Ethical Issues Confronting the Attorney for an Alleged Incapacitated Person in an Article 81 Guardianship Proceeding

Salzman, Ira 7 2 SPRING 97 7

Attorneys for Guardians Have Duties to Incapacitated Persons Even Without Privity

Hurme, Sally Balch 7 2 SPRING 97 15

Frivolous Guardians Proceedings: Ethical and Monetary Implications Cahill, James H., Jr. 7 2 SPRING 97 19

Ethical Considerations of Elder Law Practice Dubner, Michelle 7 2 SPRING 97 22

First Do No Harm: Ethical Issues in the Divestment of Assets in Medicaid Planning

Lancaster, William W., III 7 2 SPRING 97 23

Ethical Challenges in Advising the Elderly on Living Wills and Health Care Proxies

Moskowitz, Ellen H. 7 2 SPRING 97 28

The Long-Term Care Facility Perspective on Elder Law Ethics Reingold, Daniel 7 2 SPRING 97 30

Government Attorneys Have Ethical Duties, Too Robert, Charles 7 2 SPRING 97 33

Medicare Reform: 1997 or What a Difference a Year Makes Baker, Joseph R., III 7 2 SPRING 97 47

Prearranged Funerals: for the Consumer and the Medicaid Recipient Davidow, Lawrence Eric; Stern, Steven H.

7 2 SPRING 97 50

Prearranged Funerals: for the Consumer and the Medicaid Recipient Stern, Steven H.; Davidow, Lawrence Eric

7 2 SPRING 97 50

Random Thoughts of a Country Lawyer: The Unethical Epstein, Jacob J. 7 2 SPRING 97 52

Bar Association Committee Requests Rules Revision to Address Problem of Incompetent Clients

Minkoff, Ronald 7 2 SPRING 97 55

Pooled Trusts for People with Disabilities Rosenberg, Joseph A. 7 3 FALL 97 4

Managing Assets for the Incapacitated: Guardianship Versus Supplemental Needs Trust

Bermingham, Ann B. 7 3 FALL 97 14

Real Property Proceedings for Incapacitated Persons: Practical Tips Lerner, Steven P. 7 3 FALL 97 19

Guardianship Proceedings from a Health Care Facility's Perspective Koopersmith, Eve Green 7 3 FALL 97 37

Physician/Patient Privilege as it Applies to Guardianship Proceedings Black, Bronwyn 7 3 FALL 97 41

Community Guardianship: A Model for the Future Steinberg, Harriette M. 7 3 FALL 97 43

Article 81 Proceedings—Issues for the Court Evaluator When Interviewing an AIP

Kassoff, Robert S. 7 3 FALL 97 44

Right to Refuse Treatment—Special Proceedings and Mental Hygiene Law Article 81 Proceedings Seeking Medical Treatment Decision-Making Authority: A Comparison

Smith, David A. 7 3 FALL 97 46

Mental Hygiene Legal Service: It's Participation in Article 81 Mental Hygiene Law Cases

Baltch, David 7 3 FALL 97 49

Comments from Behind the Bench Devlin, Charles F. 7 3 FALL 97 51

Court-Referred Guardianship Mediation: A Practical Alternative to Article 81 Proceedings

Keegan, Julie Michaels 7 3 FALL 97 53

Assisted Living Program and Proposed Reforms—An Alternative for Low Income Elderly in Need of Care and Housing

Georgiou, Anna L. 7 3 FALL 97 60

Choice Between Fee for Service and Medicare Managed Care McBride, John 8 1 WINTER 98 4

Managed Care: How it Affects the Elderly Di Sarro, Ann G. 8 1 WINTER 98 7

A Program of All-Inclusive Care for the Elderly Young, Lynn Roughley 8 1 WINTER 98 8

Managed Care: Past—Present—Future Blanchard, Raymond S. 8 1 WINTER 98 10

Preparing for "Dignity": Will Physician-Assisted Suicide Become Legal in New York?

Cohen, Adam J. 8 1 WINTER 98 13

Whole Clients as Co-producers in a Community Context: An Agenda for Legal Services for the Elderly

Dencklas, Derek A. 8 1 WINTER 98 20

Benefits of Revocable Lifetime Trusts in Spousal Medicaid Planning, The (Practice Pointers)

Atlas, Howard J. 8 1 WINTER 98 29

Creation and Ongoing Evolution of the Elder Law Section 8 2 SPRING 98 6

Selected Elder Law Resources: Books, Journals, Newsletters and Law Review Articles

Bailly, Rose Mary; Toombs, Kathleen

8 2 SPRING 98 10

Elder Law and the Internet Goldfarb, D.; Silverberg, S.; Miller, I.

8 2 SPRING 98 18

A Special Relationship: The Relationship of the NYSBA Elder Law Section and State and National Organizations

Russo, Vincent J. 8 2 SPRING 98 21

Elder Law and its Foray into the Law School Curriculum Levitin, Nancy; Pantaleo, Frances M.

8 2 SPRING 98 25

Elder Law in a Clinical Setting Rosenberg, Joseph A. 8 2 SPRING 98 27

A Veteran Practitioner's Perspective on the Past and Future of Elder Law Freedman, Robert M. 8 2 SPRING 98 31

Elder Law Before There Was Elder Law 8 2 SPRING 98 32

Elder Law Practitioners: Helping Older Persons and Their Families Alsante, Cora A.; Kravitz, Ellyn S.

8 2 SPRING 98 33

Section Committees: The Path to Professional and Section Development Madigan, Kathryn Grant 8 2 SPRING 98 36

Tactical Estate Planning to Prevent or Prevail in a Will Contest (Practice Pointers)

Atlas, Howard J. 8 2 SPRING 98 38

Postmortem Planning: Use of Disclaimers Fish, Marion Hancock 8 3 SUMMER 98 6

Planning for IRAs and Qualified Plans: Should a QTIP Trust be the Named Beneficiary?

McGraw, Charlene E. 8 3 SUMMER 98 9

Estate Planning—The Second (or Third or Even fourth) Time Around King, John S. 8 3 SUMMER 98 11

Recently Enacted Estate and Gift Tax Changes Dembs, Marcy Robinson 8 3 SUMMER 98 15

The Elder Law Client's Use of the Roth IRA McAuliffe, Sharon A. 8 3 SUMMER 98 16

New York's Supplemental Needs Trusts: Testamentary Bequests Ruffer, Anne B. 8 3 SUMMER 98 19

The Revocable Living Trust as an Estate Planning Tool Sloan, Karin 8 3 SUMMER 98 21

Life Estates: The Family Home and Life Estates Nolfo, Matthew J. 8 3 SUMMER 98 24

Life Insurance for Elder Law Clients Kozol, George 8 3 SUMMER 98 28

A Veteran Practitioner's Perspective on the Past and Future of Elder Law Freedman, Robert M. 8 3 SUMMER 98 31

Transfers of Assets Exclusively for a Purpose other than to Qualify for Medical Assistance

Atlas, Howard J. 8 3 SUMMER 98 32

Medicaid Fair Hearing, The Not Just an Argument, But an Opportunity for Advocacy

Stern, Steven H. 8 4 FALL 98 4

Medicare Appeals Primer, A Baker, Joe; Alvarez, Gisela 8 4 FALL 98 31

Practitioner's Guide to Spousal Support Hearings, A Kravitz, Ellen 8 4 FALL 98 40

Guardianship Litigation Issues That Arise When the Elder Law Attorney is Appointed Counsel for an Alleged Incapacitated Person

Miller, Ira K. 8 4 FALL 98 70

"Granny's Advisor Goes to Jail Act": Observations From the Firing Line Witmer, G. Robert, Jr. 8 4 FALL 98 73

Medicare/MediGap vs. Medicare HMO: An Important Decision for the Elder Law Client (Practice Pointers)

Atlas, Howard J. 8 4 FALL 98 111

Rollover of IRA Proceeds from Trust Permitted (Tax Tips) Wolff, Robert L. 8 4 FALL 98 115

Physician-Assisted Suicide—An Update Alsante, Cora A. 9 1 WINTER 99 4

Legal and Policy Issues Involving Advance Directives and Medical Futility Markenson, Ari J. 9 1 WINTER 99 6

New York, State Task Force on Life and the Law, The Past Accomplishments and Future Directives

Coleman, Carl H;. 9 1 WINTER 99 11

A Practitioner's Guide Health Law 9 1 WINTER 99 15

Six Ethical Issues for the Nation: The Perspective of Robert N. Butler, M.D. Kleyman, Paul 9 1 WINTER 99 17

Basic Principles of Pain Management Westbrook, G. Jay 9 1 WINTER 99 19

Study: System Can Respect Patient Wishes 9 1 WINTER 99 21

Legal Influence at Life's End: Enforcing Rights or Impeding Care? Kapp, Marshall B. 9 1 WINTER 99 24

Decision Making Day: Educating the Public About Advance Directives Reed, Margaret Z. 9 1 WINTER 99 26

1998 Tax Legislation (Tax Tips) Wolff, Robert L. 9 1 WINTER 99 28

Tax Issues in Transferring The Family Home Okrent, David R. 9 2 SPRING 99 4

Powers of Appointment Lipschitz, Lawrence B. 9 2 SPRING 99 14

Article 4 of the Real Property Tax Law Lite, Justine N. 9 2 SPRING 99 16

When a House is No Longer a Home: New York State Medicaid Homestead Rules

Chu, Douglas J. 9 2 SPRING 99 17

Adapting the Home Environment for Alzheimer's Patients DeNoia, Chris 9 2 SPRING 99 21

Preventing Falls at Home Gargiullo, Luz 9 2 SPRING 99 22

Adapting the Outdoor Environment for Alzheimer's Patients DeRose, Mary Frances 9 2 SPRING 99 23

Getting Started with Electornic Mail: An Online Primer Gallagher, Stephen P. 9 3 SUMMER 99 4

Studies Show Legal Profession Relying More on Internet Gallagher, Stephen P. 9 3 SUMMER 99 7

A CLOSER LOOK—Creating a Website: Challenges and Opportunities Gallagher, Stephen P. 9 3 SUMMER 99 10

Computerized Risk Management Helps to Reduce Liability Gallagher, Stephen P. 9 3 SUMMER 99 13

New Competition Requires New Thinking for Lawyers Gallagher, Stephen P. 9 3 SUMMER 99 15

Firms Faced with the Question of How to Keep Key People Gallagher, Stephen P. 9 3 SUMMER 99 17

The Internet: An Overview Dorfman, Jeff 9 3 SUMMER 99 20

Websites of Interest to Elder Law Attorneys Abrams, Robert; Miller, Ira; Silverberg, Steve

9 3 SUMMER 99 33

Tax Tips: Tolling of Tax Refund Statute of Limitations Due to Financial Disability

Gruer, Sharon Kovacs 9 3 SUMMER 99 36

Brown v. Wing—Calculation of Penalty Period Stern, Steven H. 9 4 FALL 99 3

Calvanese and Callahan—Medicaid Liens Robert, Joan Lensky; Robert, Charles

9 4 FALL 99 5

Aliessa v. Whelan—Immigration Scal, Carol I. 9 4 FALL 99 8

In re Floyd Golf v. New York State Department of Social Services, et al.—"Income First" Rule

Levine, Benjamin D. 9 4 FALL 99 9

Spellman—Rights of Recovery Against the Refusing Spouse Fatoullah, Ronald D.; Meshnick, Stacey

9 4 FALL 99 11

Gomprecht—Spousal Support Issues Kravitz, Ellyn S. 9 4 FALL 99 14

Rodriguez v. DeBuono—Safety Monitoring Bogart, Valerie 9 4 FALL 99 15

Bourgeois v. Stadtlerand In re Kashmira Shah Salzman, Ira 9 4 FALL 99 20

Fiscal Assessments Kemp, Susan; Bogart, Valerie

9 4 FALL 99 21

Elderly Non-citizen SSI Claims Samuels, Barbara 9 4 FALL 99 24

Health Care and the Elderly: Albany Agenda Gottfried, Richard N. 10 1 WINTER 2000 3

Informed Consent in the Context of Dementia Care and Research Duke, William M. 10 1 WINTER 2000 5

Elder Abuse—A Proposed Response Costello, Father Coleman 10 1 WINTER 2000 7

The Need for Social Adult Day Care Programs Weprin, Mark 10 1 WINTER 2000 8

Alcohol and Substance Abuse Among the Elderly John, Susan 10 1 WINTER 2000 10

Put It in Trust Blattmachr, Jonathan G. 10 1 WINTER 2000 12

Confessions of a Former Legal Services Attorney Robert, Charles 10 2 SPRING 2000 6

From Poverty Law to Elder Law…A Twenty-Year Perspective from the Public Sector

Roach, George L. 10 2 SPRING 2000 8

The Samuel Sadin Institute on Law Arnason, Sia; Rosenzweig, Ellen

10 2 SPRING 2000 10

The Medicare Rights Center: Empowering Consumers, Helping Professionals Baker, Joe 10 2 SPRING 2000 14

Touro Law Center—Elder Law Clinic Introduction Maligno, Tom 10 2 SPRING 2000 16

Directory of Civil Legal Services for the Elderly Makofsky, Ellen G. 10 2 SPRING 2000 17

Regulatory News: Skilled Care Coverage Under Medicare—Still Worth Fighting For

Pierro, Louis W.; Wilcenski, Edward V.

10 2 SPRING 2000 40

Tax News: New York's Sop Tax: What Do We Do Now? Longstreet, Ami S.; Ruffer Anne B.

10 2 SPRING 2000 46

The View from a Grandmother and Leader: Voices and Visions Horn, Mildred H. 10 3 SUMMER 2000 4

The Big Legal Picture: Grandparents Parenting Grandchildren: A New Family Paradigm

Wallace, Gerard 10 3 SUMMER 2000 10

The View from a New York Private Practitioner in the Trenches: Rights of Grandparents to Visitation and Custody of Their Grandchildren

Wisselman, Jerome A. 10 3 SUMMER 2000 23

The View from the New York State Office of the Aging: In Support of Grandparents

Grahan, William T. 10 3 SUMMER 2000 29

The View from a Grandparent Resource Center: Grandparent Resource Center and Its Legislative Goal

Mendez, Katherine 10 3 SUMMER 2000 38

The View from the Aging Network: Grandparents Raising Grandchildren Brabazon, Kevin 10 3 SUMMER 2000 40

The View from the Social Worker: Sociological and Psychological Issues Faced by Grandparent Caregivers and Those Seeking Visitation Rights

Danner, Joanne M. 10 3 SUMMER 2000 43

Regulatory News: Revisiting Regulation of the Primary Residence Pierro, Louis W.; Wilcenski, Edward V.

10 3 SUMMER 2000 60

Practice News: Keeping Your Eye on the Money (Grandparents Helping Grandchildren while Protecting Assets

Russo, Vincent J. 10 3 SUMMER 2000 64

Tax News: Save for Education and Save on Taxes Too: New York State College Choice Tuition Savings Program

Longstreet, Ami S.; Ruffer, Anne B.

10 3 SUMMER 2000 67

Health Care Continuum News: Medicare Part A Coverage for Skilled Nursing Care in a Skilled Nursing Facility

Kravitz, Ellyn S.; Markenson, Ari

10 3 SUMMER 2000 71

Technology News: Help for Grandparents on the Web Silverberg, Stephen J. 10 3 SUMMER 2000 75

Snowbird News: What Are the Requirements for a Durable Power of Attorney to Be Valid for the Management of Florida Assets?

Osterhout, Julie 10 3 SUMMER 2000 78

Bonus News: Court Appoints Parents Trustee of Child's SNT Polner, Beth L. 10 3 SUMMER 2000 81

An Elder Law Attorney's Guide to the Medicare Home Health Benefit Baker, Joe; Levin, Suzanne; Kronenberg, David I.

10 4 FALL 2000 3

Overview of Medicare+Choice Plan Options Koski, Andrew 10 4 FALL 2000 14

Attorneys Fees and Medicare Representation: The Problem of the Fee Limitation of Title II of the Social Security Act and Medicare Representation

Chiplin, Alfred J., Jr. 10 4 FALL 2000 21

Shouldn't There Be a Medicare Treating Physician Regulation? Robert, Charles; Robert, Joan Lensky

10 4 FALL 2000 25

Case News: Selected Recent New York Cases Raskin, Judith B. 10 4 FALL 2000 32

Legislative News: New York State Statutory Power of Attorney Stern, Steven H.; Krooks, Howard S.

10 4 FALL 2000 36

Regulatory News: Medicare's Unfunded Mandate: Congress Shifts Home Health Care Costs to State

Pierro, Louis W.; Wilcenski, Edward V.; Cohn, Ralph

10 4 FALL 2000 38

Practice News: The First Step to Advocacy Is Knowing the procedural Steps (The Basics of HMO Review and Appeals)

Russo, Vincent J. 10 4 FALL 2000 43

Tax News: Tax Issues Related to Medicare Longstreet, Ami S.; Ruffer, Anne B.

10 4 FALL 2000 46

Health Care Continuum News: Medicare Supplemental Health Insurance Kravitz, Ellyn S. 10 4 FALL 2000 48

Advance Directive News: The Health Care Proxy in the Spotlight Makofsky, Ellen G. 10 4 FALL 2000 50

Capacity News: Determining and Defending the Capacity of Elderly Estate Planning Clients

Pfeifer, Michael L. 10 4 FALL 2000 52

Public Policy News: Long-Term Care Reform Fatoullah, Ronald A. 10 4 FALL 2000 61

Snowbird News: Probate Avoidance: The Better Alternative to Trusts in Florida for Real Estate

Osterhout, Julie 10 4 FALL 2000 63

Public Elder Law Attorney News: The Healey Litigation—The Right to Notice Before Medicare Home Care Is Reduced or Terminated

Bogart, Valerie 10 4 FALL 2000 65

Grandparent Rights News: Grandparent Caregivers: Planning for the Future of Their Grandchildren

Wallace, Gerard 10 4 FALL 2000 67

Bonus News 1: Medicaid Planning in New York: Can an Unequal Joint Tenancy Protect the Family Home?

Sessler, Jennifer R. 10 4 FALL 2000 69

Bonus News 2: Assets of the Deceased Community Spouse Are Not Considered Available to Institutionalized Spouse on Medicaid Until Election Is Made?

Spirn, Ronald A. 10 4 FALL 2000 74

Bonus News 3: All We Are Saying Is Give Mediation a Chance Grey, Robert A. 10 4 FALL 2000 75

Laws of the Retirement States, The Florida Osterhout, Julie 11 1 WINTER 2001 4

Laws of the Retirement States, The Arizona Fleming, Robert B. 11 1 WINTER 2001 8

Laws of the Retirement States, The California Harris, Neil A. 11 1 WINTER 2001 12

Laws of the Retirement States, The North Carolina Johns, A. Frank 11 1 WINTER 2001 20

Laws of the Retirement States, The South Carolina Christensen, Dennis J. 11 1 WINTER 2001 25

Case News: Selected Recent New York Cases Raskin, Judith B. 11 1 WINTER 2001 34

Fair Hearing News Fatoullah, Ellice; Reixach, Rene

11 1 WINTER 2001 36

Legislative News: Protections for the Elderly: "Seniors Safety Act" Stern, Steven H.; Krooks, Howard S.

11 1 WINTER 2001 40

Regulatory News: The Foster Care Independence Act of 1999 and the SSI Program: Just What We Needed--More Transfer of Assett Rules


11 1 WINTER 2001 43

Practice News: Are You Looking for New Clients? (It Is Time to Look Within) Russo, Vincent J. 11 1 WINTER 2001 46

Tax News: When Your Client Moves to Florida, Are Their Income Tax Worries Over?


11 1 WINTER 2001 48

Publication News: "A Family Disease Does Not Have to Become a Family Curse"

Fish, Daniel G. 11 1 WINTER 2001 51

Technology News Silverberg, Stephen J. 11 1 WINTER 2001 53

Advance Directive News Makofsky, Ellen G. 11 1 WINTER 2001 54

Capacity News: Finding Information About Incapacity on the Worldwide Web Pfeifer, Michael L. 11 1 WINTER 2001 56

Guardianship News Kruger, Robert 11 1 WINTER 2001 59

Public Policy News: Spousal Litigation Fatoullah, Ronald A. 11 1 WINTER 2001 61

Snowbird News: Probate Avoidance: Florida Intangible Tax--Past Liability and Future Compliance

Osterhout, Julie 11 1 WINTER 2001 64

Public Elder Law Attorney News: Supreme Court Hears Argument on Legal Services Restrictions

Bogart, Valerie 11 1 WINTER 2001 67

Grandparent Rights News: Alleged Child Abuse: How to Proceed Wallace, Gerard 11 1 WINTER 2001 69

Bonus News: Using the NAMI to Pay the Personal Needs Guardian Polner, Beth 11 1 WINTER 2001 70

Long-Term Care Insurance: Choosing the Right Policy and Avoiding Pitfalls Reinoso, Bruce D. 11 2 SPRING 2001 4

Line Settlement Transaction, The—A New Estate Planning Tool—Often Unknown and Frequently Misunderstood

Sinclair, Jack V. 11 2 SPRING 2001 14

Values-Based Planning and the Role of Insurance in Such Planning Dalal, Mayur T. 11 2 SPRING 2001 18

The Irrevocable Life Insurance Trust Silverberg, Stephen J. 11 2 SPRING 2001 21

Are You Buying Life Insurance or an Illusion? Laffie, Fredric J. 11 2 SPRING 2001 24

Case News Raskin, Judith B. 11 2 SPRING 2001 27


11 2 SPRING 2001 29

Legislative News Stern, Steven H.; Krooks, Howard S.

11 2 SPRING 2001 36

Regulatory News 1: Pierro, Louis W.; Wilcenski, Edward V.

11 2 SPRING 2001 38

Regulatory News 2: IRS Simplifies Minimum Distribution Rules Slater-Jansen, Susan B.; Neumark, Avery E.

11 2 SPRING 2001 42

Tax News: Medical Insurance and Other Medical Expenses Longstreet, Ami S.; Ruffer, Anne B.

11 2 SPRING 2001 47

Publication News Fish, Daniel G. 11 2 SPRING 2001 50

Advance Directive News: The Religious and Cultural Perspective Makofsky, Ellen G. 11 2 SPRING 2001 51

Capacity News: In a Probate Proceeding, Where the Issue Is the Testor's Capacity of Time of the Execution of His Will, When Will a Court Grant Summary Judgment?

Pfeifer, Michael L. 11 2 SPRING 2001 53

Guardianship News: Guardianship and Trusts Kruger, Robert 11 2 SPRING 2001 59

Public Policy News: The Bush Administration…What Lies Ahead Fatoullah, Ronald A. 11 2 SPRING 2001 62

Snowbird News: Florida's "Head in the Sand" Approach to Post-Medicaid Eligibility Treatment

Osterhout, Julie 11 2 SPRING 2001 64

Public Elder Law Attorney News: Rodriguez v. City of New York: A Discussion of the Issues Under the ADA and Medicaid Law and Implications for Home Care Services in New York

Bogart, Valerie 11 2 SPRING 2001 66

Grandparent Rights News: The Legal Authority of Grandparent Caregivers Who Are Not Legal Custodians or Guardians

Wallace, Gerard 11 2 SPRING 2001 69

Bonus News: Navigating Through the Spousal Refusal Lawsuit Nolfo, Matt 11 2 SPRING 2001 72

Supplemental Needs Trust Funds and Medicaid Liens: 2001 Update Robert, Joan Lensky; Robert, Charles

11 3 SUMMER 2001 4

The Right Guardianship Forum: Article 81 vs. 17-A Polner, Beth 11 3 SUMMER 2001 13

Entitlement Overview: SSI and SSDI Appelton, Candace 11 3 SUMMER 2001 17

Kendra's Law Authorizes Court-Ordered Assisted Outpatient Treatment for Mentally Ill

Silver, Allan E. 11 3 SUMMER 2001 21

Private and Public Agencies for Disabled Persons Van Nuys, Peter 11 3 SUMMER 2001 23

Case News Raskin, Judith B. 11 3 SUMMER 2001 28


11 3 SUMMER 2001 30

Legislative News: Update on Estate Tax Reform Krooks, Howard S.; Stern, Steven H.

11 3 SUMMER 2001 35

Regulatory News: Chapter Two: Social Security Administration Issues New Guidelines on Treatment of Trusts for SSI Recipients


11 3 SUMMER 2001 37

Practice News: Expanding the Elder Law Planning for Younger People with Disabilities


Tax News: Some Tax Issues Which Affect Disabled Persons and Their Families


11 3 SUMMER 2001 42

Health Care Continuum News: Evaluating a Resident's Transfer or Discharge from a Nursing Home

Kravitz, Ellyn; Markenson, Ari J.

11 3 SUMMER 2001 45

Publication News: The Consumer's Guide to Long-Term Health Care—Eldercare in New York

Fish, Daniel G. 11 3 SUMMER 2001 47

Advance Directive News: Health Care Proxies Can Facilitate Organ Donation Makofsky, Ellen G. 11 3 SUMMER 2001 49

Capacity News: A Few Interesting Cases Pfeifer, Michael L. 11 3 SUMMER 2001 51

Guardianship News: The Gold Decision and the Closing of the Circle Kruger, Robert 11 3 SUMMER 2001 53

Public Policy News: Health Care Decision Making…The Time Is Ripe for a Default Surrogate Decision-Maker Statute in N.Y., An Interview With Charles Sabatino, Esq.

Fatoullah, Ronald A. 11 3 SUMMER 2001 57

Snowbird News: Representing the Younger Disabled Client: The Hodgepodge Osterhout, Julie 11 3 SUMMER 2001 61

Grandparent Rights News 1: Grandparent Visitation Statute Faces Constitutional Question


Grandparent Rights News 2: Standby Guardianship Law Broadened Wallace, Gerard 11 3 SUMMER 2001 65

Bonus News 1: The Caretaker Child Exception (Part I: How Far Does it Extend?)

Kurre, Robert J. 11 3 SUMMER 2001 67

Bonus News 2: The Use of Article 81 of the Mental Hygiene Law as an Effective Medicaid and Estate Planning Tool: A Primer

Enea, Anthony J. 11 3 SUMMER 2001 71

The New York State Coalition for the Aging Olsen, Greg 11 4 FALL 2001 4

The St. Lawrence County Office for the Aging McBurnie, Barbara R. 11 4 FALL 2001 9

Delivery of EISEP Services in New York City Kleinberg, Glee 11 4 FALL 2001 13

Multi-Service Senior Centers—The Amherst Center Walsh, Mary Ellen 11 4 FALL 2001 18

Retirement Lifestyle Alternatives Johannsen, Kathleen; Stork, Diane

11 4 FALL 2001 21

Caregivers: The Quiet Heroes Haase, Marty 11 4 FALL 2001 24

New York Case News: Recent New York Cases Raskin, Judith B. 11 4 FALL 2001 28


11 4 FALL 2001 30

Legislative News Krooks, Howard S.; Stern, Steven H.

11 4 FALL 2001 38

Regulatory News: Same Issues, Different Agency: Transfer Penalties and Trusts Rule Under the Section 8 Housing Program


11 4 FALL 2001 41

Tax News: Estate Tax Repeal? Ruffer, Anne B.; Longstreet, Ami S.

11 4 FALL 2001 44

Advance Directive News: To Do or Not to Do: The Dilemma of the Do Not Resuscitate Order

Makofsky, Ellen G. 11 4 FALL 2001 46

Capacity News: A Few Interesting Cases Pfeifer, Michael L. 11 4 FALL 2001 48

Guardianship News 1: Access to an Infant's Recover Kruger, Robert 11 4 FALL 2001 50

Guardianship News 2: Elsie "B": Good, Bad or Indifferent? Whitaker, G. Warren 11 4 FALL 2001 56

Public Policy News: NAELA's White Paper on Assisted Living; Elder Law Section's Comments on the Status of New York Law Regarding Assisted Living Facilities: Pending Legislation

Fatoullah, Ronald A.; Meshnick, Stacey

11 4 FALL 2001 58

Snowbird News: Florida's Limited Medicaid Provisions for Assisted Living Facilities and Community-Based Care

Osterhout, Julie 11 4 FALL 2001 61

Public Elder Law Attorney News: New York's Highest Court Orders Medicaid Coverage for Immigrants


Grandparent Rights News: Family Court Judge Expands Children's Rights Wallace, Gerard 11 4 FALL 2001 65

Bonus News 1: The Caretaker Child exception (Part II: Tax, Lien and Edtate Recovery Issues)

Kurre, Robert J. 11 4 FALL 2001 68

Bonus News 2: The 529 Plan: A Well-Kept Secret Martinez, Antonia J. 11 4 FALL 2001 72

Bonus News 3: Initiating a Guardianship Meirowitz, Clifford A. 11 4 FALL 2001 75

Elder Law in the Border States: Connecticut Kearns, Jay 12 1 WINTER 2002 4

Elder Law in the Border States: Massachusetts Margolis, Harry S. 12 1 WINTER 2002 8

Elder Law in the Border States: New Jersey Begley, Jr., Thomas D. 12 1 WINTER 2002 12

Elder Law in the Border States: Pennsylvania Fliegelman, Hal 12 1 WINTER 2002 16

Elder Law in the Border States: Vermont Tapper, Mark L. 12 1 WINTER 2002 20

New York Case News Raskin, Judith B. 12 1 WINTER 2002 26


12 1 WINTER 2002 28


12 1 WINTER 2002 32

Regulatory News: More Trusts and Transfers, and Their Impact on the VA Pension


12 1 WINTER 2002 34

Practice News: Time Management (Having a Tracking System Russo, Vincent J. 12 1 WINTER 2002 38

Tax News: Home Sale Exclusion: Tax Issues to Consider Longstreet, Ami S.; Ruffer, Anne B.

12 1 WINTER 2002 40

Publication News Fish, Daniel G. 12 1 WINTER 2002 44

Advance Directive News: Points on the Compass Makofsky, Ellen G. 12 1 WINTER 2002 45

Capacity News: A Few More Interesting Cases Pfeifer, Michael L. 12 1 WINTER 2002 48

Guardianship News: In re Katherine E and the Cruz Decision Kruger, Robert 12 1 WINTER 2002 50

Public Policy News: The Importance of Blumer—and Its Ramifications in New York


12 1 WINTER 2002 52

Snowbird News: Life and Death—Difficult Decisions for All Osterhout, Julie 12 1 WINTER 2002 56

Public Elder Law Attorney News: Legal Services Update—Programs Face Cuts in Government Funding and Attorneys Fees


Younger Disabled Client News: Proper Distribution of SNT Funds Polner, Beth; Appleton, Candace

12 1 WINTER 2002 60

Questions and Answers: A Public Service from the Elder Law Bar Alsante, Cora A.; Robert, Joan Lensky; Lok, Lily K.

12 2 SPRING 2002 4

Task Force on Long Term Care Reform—Update Casserly, Timothy E.; Alsante, Cora A.

12 2 SPRING 2002 15

The Practice of Elder Law, the Commission on Fiduciary Appointments and Incapacitated Persons

Robert, Joan Lensky; Robert, Charles

12 2 SPRING 2002 16

Assisted Living Facilities: The Unregulated New Frontier of Senior Housing Englebright, Steven; Fiore-Rosenfeld, Steve; Stern, Steven H.

12 2 SPRING 2002 23

Long Term Care Solutions…NAELA's White Papers on Long-Term Care and Assisted Living

Fatoullah, Ronald A. 12 2 SPRING 2002 25

New York Case News Raskin, Judith B. 12 2 SPRING 2002 30

National Case News Ratner, Steven M. 12 2 SPRING 2002 33

Fair Hearing News Reixach, Rene H.; Fatoullah, Ellice

12 2 SPRING 2002 35


12 2 SPRING 2002 40

Regulatory News: Listserve Participants Discuss the Treatment of Retirement Funds in the Medicaid Program


12 2 SPRING 2002 44

Practice News: Elder Law—A Client-Driven Practice Russo, Vincent J. 12 2 SPRING 2002 46

Tax News: 2001 Tax Act: How It Impacts the New York State Estate Tax Longstreet, Ami S.; Ruffer, Anne B.

12 2 SPRING 2002 49

Advance Directive News: Living Wills: Do They Live and Will They Work? Makofsky, Ellen G. 12 2 SPRING 2002 51

Capacity News: A Few More Interesting Cases Pfeifer, Michael L. 12 2 SPRING 2002 53

Snowbird News: Post-Medicaid Eligibility Treatment of Income for Medical Expenses

Osterhout, Julie 12 2 SPRING 2002 54

Public Elder Law Attorney News: Resisting Illegal Discharges from Nursing Homes


Grandparent Rights News: School Tax Exemption Now Available to Grandparents Caring for Grandchildren

Wallace, Gerard 12 2 SPRING 2002 58

Bonus News 1: Creative Long Term Care Planning Solutions for Attorneys Who Assist Families of Persons with Disabilities

Feuerman, Simcha 12 2 SPRING 2002 60

Bonus News 2: Real Estate Tax and Valuation Issues for Senior Care Facilities

Wilkes, David C. 12 2 SPRING 2002 62

Bonus News 3: Conflicts Between Health Care Agents and Personal Needs Guardians: Can They Be Avoided?

Gabriele, Richard 12 2 SPRING 2002 65

Demystifying the Numbers: Financial Tools to Keep Your Firm Moving Forward

Begley, Thomas D., Jr.; Russo, Vincent J.

12 3 SUMMER 2002 5

Seminar Marketing Grisolia, JoAnn S. 12 3 SUMMER 2002 12

Using PR to Build Your Practice Heaviside, Katherine 12 3 SUMMER 2002 13

Legal Profession and Corporate Identity Bramwell, Henry G., Jr.; Sullivan, Kathy

12 3 SUMMER 2002 16

New York Case News Raskin, Judith B. 12 3 SUMMER 2002 20

National Case News Ratner, Steven M. 12 3 SUMMER 2002 22

Fair Hearing News Fatoullah, Ellilce; Reixach, Rene H.

12 3 SUMMER 2002 24


12 3 SUMMER 2002 28

Regulatory News: The Lesser-Known Recovery Right Medicare Recoupment in Personal Injury Settlements


12 3 SUMMER 2002 30

Tax News: IRS Finally Issues Final Rules on Distributions from Retirement Plans and IRAs

Silverberg, Stephen J. 12 3 SUMMER 2002 33

Advance Directive News: Marketing with Advance Directives Makofsky, Ellen G. 12 3 SUMMER 2002 35

Capacity News: A Few More Interesting Cases Pfeifer, Michael L. 12 3 SUMMER 2002 37

Guardianship News: Selected Musings About Medicaid Planning in the Context of Article 81

Kruger, Robert 12 3 SUMMER 2002 39

Public Policy News: Connecticut's Proposed Demonstration Project Seeks to Change Medicaid Eligibility Rules


12 3 SUMMER 2002 44

Public Elder Law Attorney News: Medicare for People with Alzheimer's Disease and Other Chronic Conditions

Bogart, Valerie 12 3 SUMMER 2002 46

Publication News: Losing My Mind: An Intimate Look at Life with Alzheimer's Fish, Daniel G. 12 3 SUMMER 2002 47

Grandparent Rights News: New York Legislators Propose Assistance for Grandparent Caregivers


Persons with Disabilities News: The Proper Guardianship Forum and Disabled Minors—An Update

Polner, Beth 12 3 SUMMER 2002 51

Practical Planning News Koplovitz, Sholom 12 3 SUMMER 2002 53

Bonus News: What Is a CLTC? Thaul, Lawrence J. 12 3 SUMMER 2002 55

Training Future Elder Law Attorneys at Touro College Artusio, Marianne 12 4 FALL 2002 5

Producing Future Elder Law Attorneys: Lessons from Cooley Law School's Sixty Plus Elderlaw Clinic

Ard, Josh 12 4 FALL 2002 9

The Legal Services for the Elderly Clinic at the University at Buffalo Law School

Szczgiel, Tony, Prof. 12 4 FALL 2002 11

New York Case News Raskin, Judith B. 12 4 FALL 2002 15

National Case News: The Estate Recovery Ratner, Steven M. 12 4 FALL 2002 17

Fair Hearing News Fatoullah, Ellice; Reixach, Rene H.

12 4 FALL 2002 20


12 4 FALL 2002 24

Regulatory News: Medicaid Liens and Recoveries: 02 OMM/ADM-3 Hot Off the Press


12 4 FALL 2002 26

Practice News: Time Management (Having a Tracking System) Russo, Vincent J. 12 4 FALL 2002 29

Advance Directive News: The Health Care Proxy: Not So Simple Makofsky, Ellen G. 12 4 FALL 2002 32

Capacity News: A Few More Interesting Cases Pfeifer, Michael L. 12 4 FALL 2002 34

Snowbird News: "Waiving" into Florida Medicaid Solkoff, Scott M. 12 4 FALL 2002 36

Guardianship News: Observations on a Recent Case Concerning Guardianship, Ethics and Malpractice

Kruger, Robert 12 4 FALL 2002 38

Public Policy News: The Importance of Elder Law Certification Fatoullah, Ronald A. 12 4 FALL 2002 41

Elder Care News: Developing Collaborative Partnerships with Caregivers Wolford, Barbara 12 4 FALL 2002 44

Bonus News 1: Some New Rules Regarding Minimum Distributions from Retirement Plans and IRAs

Gruer, Sharon Kovaks 12 4 FALL 2002 46

Bonus News 2: Transfer of Funds to Annuities May Be a Fraudulent Conveyance Under the Debtor and Creditor Law

Armstrong, Lance P. 12 4 FALL 2002 49

Recent Developments in Veterans Benefits Morahan, Thomas P., Sen. 13 1 WINTER 2003 4

Upcoming State Legislation for Veterans Levy, Steve, Assemblyman 13 1 WINTER 2003 7

New York State Veterans' Nursing Homes: The Best-Kept Secret in Nursing Home Placement

Grabie, Kenneth F.; Grabie, Jeannette

13 1 WINTER 2003 9

Message to Veterans of World War II and Their Elder Law Attorneys Davidow, Wallace F. 13 1 WINTER 2003 12

Non-Service-Connected Veterans Benefits for the Elderly and Disabled Feld, Alice Reiter 13 1 WINTER 2003 14


National Case News: The Estate Recovery Ratner, Steven M. 13 1 WINTER 2003 21


13 1 WINTER 2003 23


13 1 WINTER 2003 27

Regulatory News: Social Security Administration Clarifies Treatment of Post Death Expenses Paid from Supplemental Needs Trusts


13 1 WINTER 2003 29

Practice News: Something You Do Not Want—In Your Elder Law Practice! Russo, Vincent J. 13 1 WINTER 2003 31

Advance Directive News: New Legislation Expands the Reach of Surrogate Health Care Decision Making

Makofsky, Ellen G. 13 1 WINTER 2003 33

Capacity News: What Do You Do When Your Client is Illiterate Or Speaks A Foreign Language

Pfeifer, Michael L. 13 1 WINTER 2003 35

Snowbird News: Medicaid Planning with Mortgages Solkoff, Scott M. 13 1 WINTER 2003 38

Guardianship News: Rules on Fiduciary Appointments Kruger, Robert 13 1 WINTER 2003 43

Public Elder Law Attorney News: Family Health Plus—New Health Care Coverage Option for New Yorkers Under Age 65


Bonus News 1: Connecticut Waiver Proposal Fish, Daniel G. 13 1 WINTER 2003 50

Bonus News 2: Medicaid Chronic Care Budgeting and Child Support Johnson, Gary W. 13 1 WINTER 2003 52

Spousal Planning Issues Krooks, Howard S. 13 2 SPRING 2003 4

Spousal Issues—Medicaid Rachlin, Marvin 13 2 SPRING 2003 24

Spousal Refusal in Florida Solkoff, Scott M. 13 2 SPRING 2003 30


Legislative News: Here We Go Again? The White House Proposes Medicaid Reform

Krooks, Howard S.; Stern, Steven H.

13 2 SPRING 2003 35

Practice News: The Power of ZAPP (How to Lead Your Firm to Excellence) Russo, Vincent J.; Begley, Thomas D., Jr.

13 2 SPRING 2003 37


13 2 SPRING 2003 43

Regulatory News: Proposed Regulations May Have Dramatic Impact on Medicare Appeals


13 2 SPRING 2003 46

Elder Care News: "Giving Up the Car Keys"—Aging, Dementia and Driving Wolford, Barbara 13 2 SPRING 2003 48

Public Elder Law Attorney News: The Recent Settlement in Rodriguez v. DeBuono—New Standards for Task-Based Assessment in the Medicaid Personal Care Program

Bogart, Valerie J. 13 2 SPRING 2003 51

Advance Directive News: The Longest Goodbye Makofsky, Ellen G. 13 2 SPRING 2003 57

Public Policy News: Is Public Policy Hurting Rather Than Helping the Fatoullah, Ronald A.; 13 2 SPRING 2003 59

Consumer? New York State Department of Insurance's Position on Annuities and Medicaid Planning

Meshnick, Stacey

Guardianship News: Revisiting the Guardianship for Children Kruger, Robert 13 2 SPRING 2003 61

Capacity News: Fraud and Undue Influence Pfeifer, Michael L. 13 2 SPRING 2003 64

National Case News: Ethical Considerations in Will Drafting Ratner, Steven M. 13 2 SPRING 2003 66

Bonus News 1: The Practitioner and the Involuntary Admission of a Person for Observation, Care and Treatment

Kwieciak, Richard S., McKeating, Michael P.

13 2 SPRING 2003 68

Bonus News 2: Budget Cuts Result in Arbitrary Reductions in Services to Medicaid Home Care Recipients

Cona, Jennifer B.; Sperling, Harvey J.

13 2 SPRING 2003 71

The Elder Justice Act, S. 333 Breaux, Sen. John; Hatch, Sen. Orrin

13 3 SUMMER 2003 7

Elder Abuse: A National Approach Is Needed Crosby, Eleanor M. 13 3 SUMMER 2003 9

Elder Abuse Olsen, Greg 13 3 SUMMER 2003 14


Legislative News: Senate Introduces Bill to Eliminate Spousal Refusal and Impose Harsher Penalties for Transfers of Assets

Krooks, Howard S.; Stern, Steven H.

13 3 SUMMER 2003 20

Practice News: Is Long Term Care Insurance a Part of Your Elder Law Practice?



13 3 SUMMER 2003 24

Elder Care News: Mental Health Issues in the Aging Population—Alcohol Abuse

Wolford, Barbara 13 3 SUMMER 2003 28

Public Elder Law Attorney News: Tips for Solving a Common Problem for Medicaid Home Care Applicants Who Need Services Pending Approval of the Application

Bogart, Valerie J. 13 3 SUMMER 2003 31

Advance Directive News: End-of-Life Decision-Making as Media Fodder Makofsky, Ellen G. 13 3 SUMMER 2003 33

Public Policy News: Restructuring of the Liaison to Public Agency and Legislation Committee

Fatoullah, Ronald A. 13 3 SUMMER 2003 35

Capacity News: Capacity Required to Create a Trust Pfeifer, Michael L. 13 3 SUMMER 2003 37


Bonus News 1: The High Cost of Investing Davis, Stephen K. 13 3 SUMMER 2003 42

Bonus News 2: Written Statement of Michael S. Kutzin Before the United States Senate Special Committee on Aging

13 3 SUMMER 2003 44

Bonus News 2: Testimony of Jane M. Pollack Before the United State Senate Special Committee on Aging

13 3 SUMMER 2003 46

Bonus News 3: Advice and Direction Under SCPA 2107 Badanes, David 13 3 SUMMER 2003 49

Aging with Developmental Disabilities Wolford, Barbara 13 4 FALL 2003 6

Primer on Reverse Mortgages, A: How the Benefits Can Change Your Clients' Lives…Forever

Haber, Dennis 13 4 FALL 2003 9

Flexible Planning Choices for Long-term Care Haims, Arlene K.; Sipkin, Cindy G.

13 4 FALL 2003 16

Long-term Care Insurance Role and Outlook Clapp, Alfred C., Jr. 13 4 FALL 2003 18

What Every New York Elder Law Attorney Needs to Know About a Medicaid Qualified Annuity

Krause, Dale M. 13 4 FALL 2003 26

Taking Advantage of Low Interest Rates in Planning Lifetime Family Wealth Transfers

Rosenberg, Mike 13 4 FALL 2003 30



13 4 FALL 2003 35

Practice News: Creating Systems for the Elder Law Office Begley, Thomas D., Jr.; Russo, Vincent J.

13 4 FALL 2003 37

Fair Hearing News Fatoullah, Ronald A.; Reixach, Rene H.

13 4 FALL 2003 42

Advance Directive News: No Clear Directions: The Doctor's Dilemma Makofsky, Ellen G. 13 4 FALL 2003 46

Public Policy News: Elder Law Section: Legislative Advocacy Fatoullah, Ronald A. 13 4 FALL 2003 48

Guardianship News Kruger, Robert 13 4 FALL 2003 50

Capacity News: Capacity Required to Execute a Health Care Proxy by One Who Is Suffering from a Mental Illness or Defect

Pfeifer, Michael L. 13 4 FALL 2003 52

National Case News: Professional Responsibility: The Attorney as Fiduciary or Beneficiary

Ratner, Steven M. 13 4 FALL 2003 55

Snowbird News: Special Needs Trust Planning in Florida Solkoff, Scott M. 13 4 FALL 2003 57

Mediation News Grey, Robert A. 13 4 FALL 2003 59

How to Eat a HIPAA: Medical Records and the Elder Law Attorney McGuffey, David L. 14 1 WINTER 2004 5

Separated But Not Divorced: Why We All Can't Be Like Spencer Tracy Enea, Anthony J. 14 1 WINTER 2004 8

Suddenly Single: Your Steps to Financial Fitness Walker, Dee 14 1 WINTER 2004 10

But What Is MHLS? Parton, Wayne C. 14 1 WINTER 2004 12



14 1 WINTER 2004 16

Practice News: Are You Ready When the Phone Rings?! Russo, Vincent J. 14 1 WINTER 2004 20


14 1 WINTER 2004 22

Elder Care News: Empowering the Caregiver: A Personal Journey Wolford, Barbara 14 1 WINTER 2004 25

Public Elder Law Attorney News: Using EPIC to Meet Medicaid Spend-Down Bogart, Valerie J. 14 1 WINTER 2004 30

Advance Directive News: Health Care Proxies Can Save Other People's Lives Makofsky, Ellen G. 14 1 WINTER 2004 32

Public Policy News: Using Life Estates in Medicaid Planning Fatoullah, Ronald A.; Meshnick, Stacey

14 1 WINTER 2004 34


Capacity News: Loose-leaf Trusts: A Boon to Litigation Attorneys Pfeifer, Michael L. 14 1 WINTER 2004 39

National Case News Ratner, Steven M. 14 1 WINTER 2004 42

Snowbird News: Five Parting Gifts for Your Florida-Bound Clients Solkoff, Scott M. 14 1 WINTER 2004 44

Mediation News: Medicare Mediation Grey, Robert A. 14 1 WINTER 2004 46

Quotes to Remember Kaplan, Natalie J. 14 1 WINTER 2004 49

Understanding the New Medicare Legislation Craig, U.S. Sen. Larry 14 2 SPRING 2004 5

The Other Side of the Medicare Prescription Drug Law Olsen, Greg 14 2 SPRING 2004 7

Advising Personal Injury Attorneys on Medicare Claims and Personal Injury Lawsuits: 2004 Update

Robert, Joan Lensky 14 2 SPRING 2004 11

Medicare Prescription Drug, Modernization and Improvement Act of 2003 Hayes, Robert M. 14 2 SPRING 2004 18

Medicare Mediation Grey, Robert A. 14 2 SPRING 2004 29


Legislative News: Report on Governor's Budget Bill: Medicaid Initiatives Krooks, Howard S.; Stern, Steven H.

14 2 SPRING 2004 36

Practice News: Is It Good Practice to Hold on to Our Clients' Durable Powers of Attorney?

Russo, Vincent J. 14 2 SPRING 2004 49

Fair Hearing News Fatoullah, Elllice; Reixach, Rene H.

14 2 SPRING 2004 52

Elder Care News: Never Too Young to Understand, Never Too Old to Ask Why: Alzheimer's Disease—A Family Matter

Wolford, Barbara 14 2 SPRING 2004 55

Guardianship News Kruger, Robert 14 2 SPRING 2004 59

National Case News Ratner, Steven M. 14 2 SPRING 2004 64

Snowbird News: Will Florida's Use of Escrow Agreements Work for New York Clients?

Solkoff, Scott M. 14 2 SPRING 2004 66

Bonus News 1: Nuts and Bolts of Long-Term Care Insurance Krooks, Bernard A. 14 2 SPRING 2004 68

Bonus News 2: Embezzlement: What? Who? Why? How? Detection!! Prevention!!

Linker, Stephen A., CPA, DABFA

14 2 SPRING 2004 71

Bonus News 3: Referring the Right Home Care Provider to Your Clients Is Important…Here's How

Harrison, Taniella Jo 14 2 SPRING 2004 73

Elder Law: New York Has Substantial Influence Gelardi, Laury Adsit 14 3 SUMMER 2004 8

The Future of Elder Law Practice Robinson, Charles F. 14 3 SUMMER 2004 10

The Contributions of Minority Leader David A. Paterson to the New York State Senate Medicaid Task Force

14 3 SUMMER 2004 19

Book Review: Nursing Homes and Alternatives: What New York Families Need to Know

Krooks, Bernard A. (Reviewer)

14 3 SUMMER 2004 24

When Is the Exception to Using an Exempt Special Needs Trust? Rachlin, Marvin; Russo, Vincent

14 3 SUMMER 2004 26



14 3 SUMMER 2004 31


14 3 SUMMER 2004 33

Elder Care News: Accepting the Challenge Wolford, Barbara 14 3 SUMMER 2004 37

Public Elder Law Attorney News: Holocaust Compensation Payments: Effect on Eligibility for Medicaid, SSI and Other Federal Benefits

Bogart, Valerie 14 3 SUMMER 2004 40

Public Policy News: Lobbying Efforts Must Continue! Fatoullah, Ronald A. 14 3 SUMMER 2004 46


Snowbird News: Getting to Florida by Way of Yosemite (Plus Phone Numbers to Enhance Your Practice)

Solkoff, Scott M. 14 3 SUMMER 2004 51

Mediation News: Styles of Mediation Grey, Robert A. 14 3 SUMMER 2004 53

Fiscal Year 2004/05—Final Budget Agreements Olsen, Greg 14 4 FALL 2004 5

New Developments in Alzheimer's Disease Jyringi, Darlene M. 14 4 FALL 2004 11

Tools for the Caregiver Wolford, Barbara 14 4 FALL 2004 14

Seven Defensive Will Drafting Tips for the Elder Law and Trusts and Estates Practitioner

Enea, Anthony J. 14 4 FALL 2004 16

Intergenerational Strategies for the Future 14 4 FALL 2004 19

NYSBA Elder Law Section Leadership Task Force 14 4 FALL 2004 20



14 4 FALL 2004 23

Practice News: A Tax Primer on Irrevocable Trusts (Established for Medicaid Asset Protection)

Russo, Vincent J. 14 4 FALL 2004 25


14 4 FALL 2004 29

Public Elder Law Attorney News: Correction and Update to Article on Holocaust Compensation Payments' Effect on Eligibility for Medicaid and SSI


Advance Directive News: The Undoing of a Peaceful Passing Makofsky, Ellen G. 14 4 FALL 2004 34


National Case News: Oregon v. Ashcroft and Physician-Assisted Suicide Ratner, Steven M. 14 4 FALL 2004 37

Snowbird News: The Elder Law Attorney and Mrs. Baker Solkoff, Scott M. 14 4 FALL 2004 40

Prescription Drug and Medicare: What the Medicare Act of 2003 Provides for Your Clients

Gottlich, Vicki; Nemore, Patricia

15 1 WINTER 2005 6

Medicare's New Drug Benefit Mahan, Dee; Steinberg, Marc

15 1 WINTER 2005 10

The Medicare Prescription Drug Card: Impact on Low-Income Beneficiaries Who Have EPIC or Medicaid

Bogart, Valerie; Archer, Diane

15 1 WINTER 2005 16



15 1 WINTER 2005 24

Practice News: When Annuities Can Make Sense in a Long-Term Care Plan Russo, Vincent J.; Rachlin, Marvin

15 1 WINTER 2005 26


15 1 WINTER 2005 30

Elder Care News: Anxiety in Older Adults Wolford, Barbara 15 1 WINTER 2005 32

Advance Directive News: A Sad Saga Makofsky, Ellen G. 15 1 WINTER 2005 35

Public Policy News: Shifting the Focus Away from Medicaid Eligibility "Reform": Creative Budget Crisis Solutions

Fatoullah, Ronald A. 15 1 WINTER 2005 36

National Case News: Bush v. Schiavo Ratner, Steven M. 15 1 WINTER 2005 39

Snowbird News: New "Mortgage" Rule for Florida Medicaid Solkoff, Scott M. 15 1 WINTER 2005 42

Mediation News Grey, Robert A. 15 1 WINTER 2005 43

November 2004 Seniors' Housing Alert Kaplan, Wayne. 15 1 WINTER 2005 45

Quotes to Remember Kaplan, Natalie J. 15 1 WINTER 2005 48


Practice News: The Client Consultation Russo, Vincent J.; Rachlin, Marvin

15 2 SPRING 2005 7


15 2 SPRING 2005 9

Elder Care News: Discharge Planning Wolford, Barbara 15 2 SPRING 2005 19

Public Elder Law Attorney News: Final Settlement Reached in Medicaid Nursing Cases

Briglio, Robert 15 2 SPRING 2005 21

Advance Directive News: The Changing Perspective on End-of-Life Decision-Making

Makofsky, Ellen G. 15 2 SPRING 2005 24

Public Policy News: Saul Friedman receives Section Senior Award, Reminds Us To Stay True To Our Course

Fatoullah, Ronald A. 15 2 SPRING 2005 26

National Case News Tully, Brian Andrew 15 2 SPRING 2005 27

Snowbird News: Self-Proof of New York Wills in Florida Solkoff, Scott M. 15 2 SPRING 2005 30

Legislative Op Ed: Social Security Privatization Threatens Retirement Security For All

Lowey, Nita M. 15 2 SPRING 2005 31

Professional Responsibility News Cahill, Jr., James H. 15 2 SPRING 2005 32

Long-Term Care Insurance: Changes on the Horizon Krooks, Bernard A. 15 3 SUMMER 2005 5

New York Medicaid Reform: The 2005-2006 Budget Enea, Anthony J. 15 3 SUMMER 2005 7

Florida Medicaid Reform Solkoff, Scott M. 15 3 SUMMER 2005 9

State and Federal Medicaid Reform Overview National Academy of Elder Law Attorneys (NAELA)

15 3 SUMMER 2005 14

A View from the Bench Asarch, Hon. Joel K. 15 3 SUMMER 2005 18

Legislative Op Ed Cape, John F. 15 3 SUMMER 2005 22


Legislative News Krooks, Howard S; Stern, Steven H.

15 3 SUMMER 2005 25

Practice News: An Overview of Social Security Retirement Benefits for the Elder Law Attorney

Russo, Vincent J.; Rachlin, Marvin

15 3 SUMMER 2005 26


15 3 SUMMER 2005 30

Public Elder Law Attorney News: New Requirement to Prove "Disability" When Using NYSARC Pooled Trust to Reduce or Eliminate the Medicaid Spend-down


Advance Directives News: Terri's Legacy Makofsky, Ellen G. 15 3 SUMMER 2005 37

Guardianship News: A Case Study—Article 81 and Mental Illness Kruger, Robert 15 3 SUMMER 2005 38

National Case News Tully, Brian Andrew 15 3 SUMMER 2005 40

Mediation News Grey, Robert A. 15 3 SUMMER 2005 43

Ethics News Cahill, Jr., James H. 15 3 SUMMER 2005 44

Pearls and Gems Fatoullah, Ronald; Goldfarb, David

15 3 SUMMER 2005 46

Bonus News 1: Who Cares About Oral Health for Seniors? Columbia University School of Dental & Oral Surgery

Leavitt, Mar Crawford 15 3 SUMMER 2005 48

Bonus News 2: Best Employment Practices Ottinger, Robert 15 3 SUMMER 2005 50

A Compact to Solve New York's Long Term Care Crisis Krooks, Howard S.; Russo, Vincent J.

15 4 FALL 2005 4

How to Distinguish Yourself from Those "Dabbling" in Elder Law Enea, Anthony J. 15 4 FALL 2005 11

The "T E A M" Approach for the Elder Law Attorney Tully, Brian Andrew 15 4 FALL 2005 13

An Elder-Centered Approach to Long-Term Care Planning Takacs, Tim 15 4 FALL 2005 17

The Growing Pains of Going Paperless—One Firm's Story Mancino, Vincent P. 15 4 FALL 2005 24

Directed Passion: Welcome to the New Long-Term Care Reality Solkoff, Scott M. 15 4 FALL 2005 26



15 4 FALL 2005 30

Practice News: Medicare Part D Prescription Drug Plan Russo, Vincent J.; Rachlin, Marvin

15 4 FALL 2005 34


15 4 FALL 2005 37

Advance Directive News: Living Will Legislation: A Good Idea? Makofsky, Ellen G. 15 4 FALL 2005 44


Mediation News Grey, Robert A. 15 4 FALL 2005 50

Ethics News Cahill, Jr., James H. 15 4 FALL 2005 51

Pearls and Gems Nolfo, Matthew J. 15 4 FALL 2005 54

Tax News: Preserving the Homestead: Medicaid, Tax and Title Issues to Consider When Drafting a Deed or Trust

Amoruso, Michael J. 15 4 FALL 2005 59

Bonus News 1: A "Special Edition" Arkontaky, Adrienne J. 15 4 FALL 2005 73

Bonus News 2: VA Improved Pension Benefits and Medicaid Budgeting Szczygiel, Anthony 15 4 FALL 2005 75

Bonus News 3 Goldfarb, David 15 4 FALL 2005 80

Bonus News 4: Selling a Homestead Without Losing Medicaid Benefits Fatoullah, Ronald A.; Meshnick, Stacey

15 4 FALL 2005 81

Supplemental Security Income: The Nuts and Bolts Russo, Vincent J.; Rachlin, Marvin

16 1 WINTER 2006 4

Ten Frequently Asked Questions About Social Security Disability Benefits Lerner, Steven P. 16 1 WINTER 2006 7

Medicare Parts A, B and C: Eligibility, Enrollment, Costs and Coverage Tully, Brian Andrew 16 1 WINTER 2006 11

Medicare Drug Program (Part D) Training Outline for Advocates Bogart, Valerie J. 16 1 WINTER 2006 19

SSI—The Basics of Eligibility: Income, Resource and Transfer Rules and Use With Supplemental Needs Trusts

Robert, Joan Lensky 16 1 WINTER 2006 50


Advance Directive News: What It Means to be a Health Care Agent Makofsky, Ellen G. 16 1 WINTER 2006 60


Mediation News Grey, Robert A. 16 1 WINTER 2006 64

Ethics News Cahill, Jr., James H. 16 1 WINTER 2006 65

Snowbird News: Directed Passion: Welcome to the New Long-Term Care Reality

Solkoff, Scott M. 16 1 WINTER 2006 68

Pearls and Gems: Penalty Period Issues: Return of Gifted Assets Nolfo, Matthew J. 16 1 WINTER 2006 70

Bonus News 1: Medicaid Income Exemptions: Different Rules for Eligibility and Chronic Care Budgeting

Goldfarb, David 16 1 WINTER 2006 73

Bonus News 2: Proposed Changes to the Statutory "Short" Form Sirignano, Jr., George A. 16 1 WINTER 2006 75

Bonus News 3: Assisted Signatures in the Elder Law Practice: What Constitutes Execution of a Document When the Client Needs Help Holding the Pen

Sarlis, Jim; Somekh, Lori 16 1 WINTER 2006 81

Bonus News 4: Parents Can Designate School and Medical Powers Wallace, Gerard 16 1 WINTER 2006 83

Bonus News 5: Changes Affecting Trust & Estate Law: 2004 New York State Legislative Session

Rubenstein, Joshua S. 16 1 WINTER 2006 85

A Call to Action—A Moment in History—Status of Deficit Reduction Act of 2005

16 2 SPRING 2006 4

Keys to Comparing Two or More Residential Appraisals on the Same Property—An Attorney's Tool

Jackson, Howard 16 2 SPRING 2006 6


Advance Directive News: The Nursing Home Dilemma Makofsky, Ellen G. 16 2 SPRING 2006 14


Mediation News Grey, Robert A. 16 2 SPRING 2006 18

Snowbird News: Governor Bush Signs Bill Forcing Many Florida Medicaid Recipients Into Managed Care Plans

Krooks, Howard S.; Solkoff, Scott M.

16 2 SPRING 2006 20

The Golden State News Ratner, Steven M. 16 2 SPRING 2006 22

Throw Mama From the Train: The Deficit Reduction Act of 2005 Abandons Our Nation's Elders

Gilfix, Michael; Krooks, Bernard A.

16 3 SUMMER 2006 5

Deficit Reduction Act of 2005: Changes to the Medicaid Look Back and Commencement of the Penalty Period

Amoruso, Michael J. 16 3 SUMMER 2006 11

DRA Update Goldfarb, David; Salzman, Ira

16 3 SUMMER 2006 21

Governor and DOH Taking Steps to Immediately Implement Changes to Medicaid Homecare Spousal Refusal and Transfer of Asset Rules

Goldfarb, David; Salzman, Ira

16 3 SUMMER 2006 25

Long-Term Care Insurance Eurillo-Travinski, Carrianna C.

16 3 SUMMER 2006 26

Medicaid Planning: The Purchase of Life Estates Russo, Vincent J. 16 3 SUMMER 2006 32


Mediation News Grey, Robert A. 16 3 SUMMER 2006 36

Snowbird News: Florida Legislature Proposes Bill to Implement Provisions of the Deficit Reduction Act of 2005


16 3 SUMMER 2006 37

Fair Hearing News Fatoullah, Ellice; Reixach, René

16 3 SUMMER 2006 39

The Golden State News: Not Happy with the DRA? Consider Moving to California

Ratner, Steven M. 16 3 SUMMER 2006 45

Medicaid 2006: DRA '05 and the Brave New World of Medicaid Applications Pierro, Louis W. 16 4 FALL 2006 4

Planning With Real Property in Light of the DRA(conian) Changes to Medicaid Kurre, Robert J.; Pfeiffer, Michael L.

16 4 FALL 2006 13

Use of Annuities in the Elder Law Context from OBRA 1993 to DRA 2005 Hoffman, Jr., Lee A. 16 4 FALL 2006 19

Planning for Home Care After the Deficit Reduction Act of 2005—and the NYS Budget 2006

Bogart, Valerie J. 16 4 FALL 2006 31

Significant Items in 06 OMM/ADM-5 Deficit Reduction Act of 2005—Long Term Care Medicaid Eligibility Changes and CMS Guidance dated July 27, 2006


Medicaid Planning in Guardianships Post DRA Robert, Joan Lensky 16 4 FALL 2006 51

The Impact of the Deficit Reduction Act of 2005 on Long-Term Care Insurance and the New York State Partnership for Long-Term Care

Newman, Charles J. 16 4 FALL 2006 59

Personal Service Contracts: An Underutilized Tool Martinez, Antonia J. 16 4 FALL 2006 64


Advance Directive News: A Tale of Two Terrys Makofsky, Ellen G. 16 4 FALL 2006 76


Snowbird News: Spousal Refusal in Florida Krooks, Howard S.; Solkoff, Scott M.

16 4 FALL 2006 79

The Golden State News: Implementation of the DRA in California Ratner, Steven M. 16 4 FALL 2006 81

Medicaid Nuts and Bolts Gilder, Evan M. 16 4 FALL 2006 82

Some Basics—Special Needs Trusts to Benefit the Mentally Ill Client or Family Member

Boyd, Marcia J.; Seay, J. David

16 4 FALL 2006 86

Taxation of SNTs Okrent, David R.; Goldfarb , David

17 1 WINTER 2007 4

Supplemental Needs Trusts: Contributions of Income Weinblatt, Richard A. 17 1 WINTER 2007 9

Supplemental Needs Trusts and Counsel Fees Kruger, Robert 17 1 WINTER 2007 13

Medicaid Provisions in the Deficit Reduction Act of 2005 Bogart, Valerie J. 17 1 WINTER 2007 15

Income Only Trusts: A Simple Solution to Ensure Marketability of Title When Reserving an Inter Vivos Special Power of Appointment

Di Costanzo, Salvatore M. 17 1 WINTER 2007 35

An Attorneys' Guide to Counseling Clients Utilizing the Mental Health System Wolf, Carolyn Reinach 17 1 WINTER 2007 39

Galloway—Court Holds Form Over Substance—Denial of Charitable Deduction for a Trust with Equal and Non-Equal Charitable Beneficiaries

Gruer, Sharon Kovaks 17 1 WINTER 2007 46

Preparing Advance Health Care Directives for the Snowbird Krooks, Howard S; Solkoff, Scott M.

17 1 WINTER 2007 47

Recent New York Court Decisions Raskin, Judith B. 17 1 WINTER 2007 49

The Golden State News Ratner, Steven M. 17 1 WINTER 2007 51

Prosecuting and Preventing Elder Abuse DiFiore, Hon. Janet M. 17 2 SPRING 2007 4

Elder Abuse Today: A Prosecutor's Plan Rice, Hon. Kathleen M. 17 2 SPRING 2007 7

Victimization and Vulnerability of the Elderly Paris, Barbara, M.D. 17 2 SPRING 2007 11

Financial Crimes Involving Older New Yorkers Loewy, Elizabeth 17 2 SPRING 2007 14

Targeting Elder Abuse in New York Shukoff, Denise M. 17 2 SPRING 2007 17

Elder Abuse and Diversity: An Overview Lowenthal, Andrea 17 2 SPRING 2007 23

An Overview of Single Premium Deferred Annuities and Suitability Considerations

Casserly, Timothy E. 17 2 SPRING 2007 28

Can We Regulate Respect for the Profession? Effects of the New Advertising Rules on the Elder Law Bar

Menzies, Laurie; Fatoullah, Ronald

17 2 SPRING 2007 34

Beware of Florida's Stringent Requirement for the Appointment of Personal Representatives


17 2 SPRING 2007 36

Recent New York Court Cases Raskin, Judith B. 17 2 SPRING 2007 37

Medicaid and Married Couples: Class Action Challenging Reduced Income Levels for Couples and Fair Hearing Decision Allowing Disabled Spouse to Deposit Well Spouse's Income into SNT


The DRA One Year Later—Pitfalls and Opportunities Under the New Regime Pierro, Louis W.; Schaeffer, Jane-Marie; Coutlee, Ryan

17 3 SUMMER 2007 5

Utilizing Medicaid Home Care as a Solution in a Post-DRA World Meyers, Sara 17 3 SUMMER 2007 9

Innovative Planning with the Home Post-DRA Fatoullah, Ronald A.; Meshnick, Stacey

17 3 SUMMER 2007 13

A Response to the Deficit Reduction Act of 2005: United States Savings Bonds as a Planning Tool

Jonsson, Kristin S. 17 3 SUMMER 2007 15

The Power of Florida's Qualifying Supplemental Needs Trust to Satisfy the Elective Share


17 3 SUMMER 2007 17

Recent New York Cases Raskin, Judith B. 17 3 SUMMER 2007 19

Predatory Lending: Targeting Seniors Danetti, Gina T. 17 3 SUMMER 2007 21

Mental Health Issues on College Campuses Hoffman Meunier, Lydia; Reinach Wolf, Carolyn

17 3 SUMMER 2007 23

Medicaid Under DRA '05—18 Months Later Recent Developments in New York Shape the Elder Law Attorney's Approach to Medicaid Planning

Pierro, Louis W. 17 4 FALL 2007 5

Practice Tip: Planning for a Substitute Parent Martinez, Antonia J. 17 4 FALL 2007 10

Guardianship News: A Few Conundrums in the Guardianship Process Kruger, Robert 17 4 FALL 2007 13

Legal Fees in Article 81 Guardianship Proceedings Miller, Ira K.; Lamberti, Anthony J.

17 4 FALL 2007 16

New Mandate That Most EPIC Participants Join a Medicare Part D Plan Bogart, Valerie 17 4 FALL 2007 17

Meeting the Mental Health Challenges of the Elderly Friedman, Michael B. 17 4 FALL 2007 23

Recent New York Cases Raskin, Judith B. 17 4 FALL 2007 25

Special Needs Forum Arkontaky, Adrienne J. 17 4 FALL 2007 27

Have You DRA Proofed Your Power of Attorney? Enea, Anthony J. 17 4 FALL 2007 30

Medicaid Estate Recovery Where There Is a Surviving Disabled Child Goldfarb, David 18 1 WINTER 2008 5

Advance Directive News: New Legislation Expands Surrogate Health Care Decision Making

Makofsky, Ellen G. 18 1 WINTER 2008 6

Use of a Trigger Trust in Will Drafting Kurre, Robert J. 18 1 WINTER 2008 7

What Is So Irrevocable About an Irrevocable Trust? Nolfo, Matthew J. 18 1 WINTER 2008 9

Recent New York Cases Raskin, Judith B. 18 1 WINTER 2008 14


IRAs and SNTs—Between a Rock and a Hard Place Di Costanzo, Salvatore M. 18 1 WINTER 2008 19

Using Article 81 of the Mental Hygiene Law to Stop Financial Abuse of the Elderly

Salzman, Ira 18 2 SPRING 2008 5

New Developments in Holocaust Reparations and Medicaid Bogart, Valerie J. 18 2 SPRING 2008 12

Do Good and Feel Good Makofsky, Ellen G. 18 2 SPRING 2008 14

Housing Alternatives for the Elderly Rimsky, Neil T. 18 2 SPRING 2008 15

DRA and Tax Collide: Purchase of a Life Estate in Another Individual's Home Okrent, David R.; Goldfarb , David

18 2 SPRING 2008 23

Recent New York Cases Raskin, Judith B. 18 2 SPRING 2008 29


Special Needs Forum Arkontaky, Adrienne J. 18 2 SPRING 2008 33

What's Wrong with Most Estate Plans? Menzies, Laurie 18 3 SUMMER 2008 7

Tax Deferred Annuities: New Rules Will Protect Investors Carrozza, Ann-Margaret; Esterces, Howard M.

18 3 SUMMER 2008 9

In Praise of a Smart Social Worker Kruger, Robert; Friedman, Lisa K.

18 3 SUMMER 2008 12

Practice Tip: Planning with Joint Accounts Fatoullah, Ronald A.; Meshnick, Stacey

18 3 SUMMER 2008 15

Scope of a Transfer Penalty Exemption for Transfers Made Exclusively for a Purpose Other Than to Qualify for Medicaid—Favorable Fair Hearing Decision

Mayer, Ronald C. 18 3 SUMMER 2008 16

Alert on Threatened Elimination of Spousal Impoverishment Protections in Medicaid Waiver Programs


Alternative Filing Requirements for a Grantor Trust Di Costanzo, Salvatore M. 18 3 SUMMER 2008 21

Advance Directive News: Proposed Living Will Legislation Makofsky, Ellen G. 18 3 SUMMER 2008 26


Keeping the Castle: Reverse Mortgages and Forward Options Gellert, Paul; Pierro, Louis 18 4 FALL 2008 5

The Benefits of Using a Pooled Trust Pfeifer, Michael L. 18 4 FALL 2008 7

Recent Changes to Family Health Plus Goldfarb, David 18 4 FALL 2008 9

Incorporating Mediation Within the Guardians' Powers Beane, Leona 18 4 FALL 2008 10

How to Prevent Family Conflicts in the Event of Incapacity and Utilization of Article 81 of the Mental Hygiene Law When a Clash Is Inevitable

Enea, Anthony J. 18 4 FALL 2008 13

Federal Settlement Expands Access to Medicaid Consumer-Directed Personal Assistance and Nursing Services

Bogart, Valerie, J.; Briglio, Robert

18 4 FALL 2008 16

Advance Directive News: DNRs Homeside Makofsky, Ellen G. 18 4 FALL 2008 18


End-of-Life Decision Making Under Article 17-A and Article 81 Friedman, Lisa K.; Kruger, Robert

18 4 FALL 2008 22

Special Needs Forum: Waivers in New York Arkontaky, Adrienne J. 18 4 FALL 2008 25

New VA Laws Regarding Representation and Attorneys’ Fees Collier, Victoria L. 19 1 WINTER 2009 4

Veterans Benefits for the Elderly and Disabled Feld, Alice Reiter 19 1 WINTER 2009 6

Department of Veterans Affairs Publishes Final Regulations for Representation

Kane, Arlene 19 1 WINTER 2009 12

The End of Splendid Isolation: The History and Expansion of Veterans Law Pasculli, Felicia 19 1 WINTER 2009 15

Muhlstein v. N.Y.C. Human Res. Admin. 19 1 WINTER 2009 17

Housing and Economic Recovery Act of 2008 Di Costanzo, Salvatore M. 19 1 WINTER 2009 18

Guardianship News: Thoughts About Scandals Kruger, Robert 19 1 WINTER 2009 20

Advance Directive News: Living Longer but Dying Slower Ellen G. Makofsky 19 1 WINTER 2009 22


Changes for Powers of Attorney in New York Bailly, Rose Mary; Hancock, Barbara S.

19 2 SPRING 2009 4

MOLST: New York State's Medical Orders to Honor the Wishes of a Seriously Ill Patient

Grimaldi, Judith D.; Lawlor, Tammy R.

19 2 SPRING 2009 15

NYC Medicaid Program Revises M11q Form—Medical Request for Home Care


Transfer Strategy Tip Under the DRA—Transfer to Adult Disabled Children Bogart, Valerie J.; Mayer, Ronald C.

19 2 SPRING 2009 25

Social Security Administration Establishes the Ticket to Work Program Kane, Arlene 19 2 SPRING 2009 28

A Text on Administering Special Needs Trusts Gruer, Sharon Kovaks 19 2 SPRING 2009 30

Valuable Online Tools for the Special Needs Practitioner Calareso, JulieAnn; DeKenipp, Lisa

19 2 SPRING 2009 31

Transition Planning for Children with Disabilities Arkontaky, Adrienne J. 19 2 SPRING 2009 32

Guardianship News: Guardianship Can Have Unusual Uses Kruger, Robert 19 2 SPRING 2009 35


The New Rules of Professional Conduct for Elder Law Attorneys: Something Old, Something New, Something Borrowed, but Hopefully No One Blue

Calareso, JulieAnn 19 3 SUMMER 2009 4

NYSBA Elder Law Section Report of the Medicaid Committee Bogart, Valerie; Salzman, Ira

19 3 SUMMER 2009 9

Life Settlements: Legal Rights and Opportunities for Insurance Policy Owners Orestis, Chris 19 3 SUMMER 2009 13

Top Tax Topics Raised at the UnProgram Di Costanzo, Salvatore M. 19 3 SUMMER 2009 16

Advance Directive News: DNR Damages Denied Makofsky, Ellen G. 19 3 SUMMER 2009 18


Wong v. Doar Reixach, René; Bellin, Aytan Y.

19 4 FALL 2009 5

Estate Tax Reform: Don’t Forget About Basis Issues Okrent, David R. 19 4 FALL 2009 7

The Treatment of Joint Accounts in an Article 81 Guardianship Proceeding Enea, Anthony J. 19 4 FALL 2009 10

Post DRA Planning: “Viable” Unpaid Spenddown Amount Reduces NAMI Mukerji, Deepankar 19 4 FALL 2009 13

New Web Resources and New State Prescription Drug Subsidy for People Under 65



Advance Directive News: The Reasonableness Standard Makofsky, Ellen G. 19 4 FALL 2009 21

Supported Employment for Individuals with Disabilities Arkontaky, Adrienne J. 19 4 FALL 2009 24

Guardianship News: The Guardianship That Wasn’t Filed Kruger, Robert 19 4 FALL 2009 27

An Overview of Medicaid Home Care Options for Seniors Meyers, Sara 20 1 WINTER 2010 5

Managed Long-Term Care for Persons with NYS Medicaid: View from a Service Provider

Simone, Michael 20 1 WINTER 2010 8

Medicaid Managed Long-Term Care in New York: Part I Kronenberg, David; Silva, David

20 1 WINTER 2010 10

Medicare Home Health Administrative Appeals: A Primer Stein, Ilene 20 1 WINTER 2010 17

Medicaid Certified Home Health Agency (CHHA) Services: Background and Threatened Reductions

Bogart, Valerie J. 20 1 WINTER 2010 24

Excerpt of CHHA Reimbursement Workgroup Letter 20 1 WINTER 2010 28

Community-Based Programs for Children with Disabilities Arkontaky, Adrienne J. 20 1 WINTER 2010 31

Deinstitutionalization and Medicaid Home Care Briglio, Robert 20 1 WINTER 2010 36

Will My New York Personal Care Contract Work in Florida? Krooks, Howard S. 20 1 WINTER 2010 38


Advance Directive News: A Challenge to the Health Care Proxy Makofsky, Ellen G. 20 1 WINTER 2010 44

Guardianship News: A "d4A Trust" and Sole Benefit Kruger, Robert 20 1 WINTER 2010 46

The Future of Federal Estate Tax: Proposed Legislation Di Costanzo, Salvatore M.; Trinh, Kathryn

20 1 WINTER 2010 49

What Do We Tell Seniors About the Tax Impact of a Surrender or Sale of a Life Insurance Contract?

Bress, Dean S. 20 1 WINTER 2010 51

Profit from Good Communication and Education: What Your Financial Advisor Network Needs to Hear from You

Stefans, Donna M. 20 1 WINTER 2010 53

Medicaid Managed Long-Term Care in New York: Part II Kronenberg, David; Silva, David

20 2 SPRING 2010 4

Electronic Surveillance and Home Care: A Reasonable Expectation of Privacy?

Banach, Edo; Newfield, James

20 2 SPRING 2010 15

New York City Revises the M11q Form for Medicaid Personal Care Services: Another Attempt to Reduce Access to Home Care

Bogart, Valerie J. 20 2 SPRING 2010 18

The “Improvement Standard”—A Barrier to Medicare Coverage for Chronic Conditions

Chiplin, Jr., Alfred J. 20 2 SPRING 2010 26

Advocating for Twenty-Four Hour Split-Shift Home Care: Building Your Case at Fair Hearing

Cona, Jennifer B. 20 2 SPRING 2010 30

The Benefit of a Pooled Trust for Individuals in the Community Mascali, Robert P. 20 2 SPRING 2010 33

Advance Directive News: Proposed Amendment to the Health Care Proxy Law Makofsky, Ellen G. 20 2 SPRING 2010 37


The Early Intervention Program for Children with Special Needs, from Birth to Age Three

Arkontaky, Adrienne J. 20 2 SPRING 2010 41

Guardianship News: The Future of Article 81 Practice—One View Kruger, Robert 20 2 SPRING 2010 44

Medicaid Trusts: What's Your Basis? Krooks, Bernard A.; Blattmachr, Jonathan G.

20 3 SUMMER 2010 4

New York State Power of Attorney Law and Proposed Amendments Goldfarb, David 20 3 SUMMER 2010 7

Using Long-Term Care Insurance as Part of the Elder Care Plan Asher, Jeffrey A. 20 3 SUMMER 2010 10

Are Inherited IRAs Subject to Creditors' Rights? Goldberg, Seymour 20 3 SUMMER 2010 15

Helping Homeowners Keep Their Homes During the Nation's Largest Sub-prime Mortgage Meltdown and Foreclosure Crisis in Our Country's History

Pena, Anneris A. 20 3 SUMMER 2010 17

The Forgotten Asset: The Buy-Sell Agreements in Partnerships, Corporations and Limited Liability Companies and Elder Law

Rothenberg, Bruce A. 20 3 SUMMER 2010 27

Social Adult Day Services: Structure, Support and Community for Frail Older Adults and Persons with Dementia

Wexler, Julie 20 3 SUMMER 2010 31

The Story of Shelter: Intervention and Prevention of Elder Abuse Lok, Deidre M.W.; Solomon, Joy

20 3 SUMMER 2010 33

Adult Day Health Care Services: A Community Option for the Elderly Butler, Sandra 20 3 SUMMER 2010 37

Accessing Fair Hearing Decisions Bellus, Melinda; Abrahams, Beth Polner

20 3 SUMMER 2010 39

Advance Directive News: The Family Health Care Decisions Act Makofsky, Ellen G. 20 3 SUMMER 2010 41

Recent New York Cases 20 3 SUMMER 2010 43

Guardianship News: Court Evaluator's Redux Kruger, Robert 20 3 SUMMER 2010 45

Notes and Anecdotes 20 3 SUMMER 2010 47

The Court of Appeals Holds That Estate Planners Can Be Sued for Malpractice by Estate Fiduciaries

Salzman, Ira 20 4 FALL 2010 4

Nursing Home Collection Cases—Who Is Liable for the Cost of Care? Nolfo, Matthew J.; Mancino, Vincent P.

20 4 FALL 2010 6

POMS Changes Effective October 1, 2010 Mascali, Robert P.; O’Hara, Amy C.

20 4 FALL 2010 14

Queens County Surrogate’s Court Electronic Filing Through the NYS Court E-Filing System (“NYSCEF”)

Fatoullah, Ronald A.; Kurre, Robert J.

20 4 FALL 2010 17

Education Law and the Role of the Grandparents Rosken, Brad H. 20 4 FALL 2010 20

Family Health Care Decisions Act and Article 17-A: Decision Making for Individuals with Developmental Disabilities or Mental Retardation

Mechaly, Lauren I. 20 4 FALL 2010 23

Protecting the Elderly and/or Mentally Impaired Nursing Home Patient from Tardive Dyskinesia

Radna, Sandra M. 20 4 FALL 2010 25

Grantor Retained Annuity Trusts: An Estate Planning Golden Opportunity Galteri, Patricia; Corwin, Nathaniel L.; Montesano, Carmela T.

20 4 FALL 2010 27

The Infant’s Compromise: From Settlement to Hearing Donato, Jeffrey M. 20 4 FALL 2010 30

State Veterans Homes: The Best Option for Veterans Requiring Skilled Nursing Care

Sganga, Fred S. 20 4 FALL 2010 34

Limited Partnerships and Limited Liability Companies: Holding Company Valuation Observations for Practitioners

Lambert, Hugh 20 4 FALL 2010 38

Ethical Considerations for the Elder Law Attorney Under the Rules of Professional Conduct

Burner, Nancy 20 4 FALL 2010 41

The NYC Elder Abuse Center: Strengthening the Response to Elder Abuse Utilizing a Collaborative Model

Breckman, Risa; Lachs; Solomon, Joy

20 4 FALL 2010 44

Where to Go After Homecare: Other Community Resources for Senior Citizens

Roach, George L. 20 4 FALL 2010 47

Real Estate Appraising: An Overview Lucas, George 20 4 FALL 2010 49


Advance Directive News: Legislative Authority for Surrogate Decision Making by Same-Sex Couples

Makofsky, Ellen G. 20 4 FALL 2010 53

Potential Liability Pitfalls for Elder Law and Estate Planning Attorneys Rice, Marian C. 20 4 FALL 2010 55

Guardianship News: Personalities, or Embalming with Bile Kruger, Robert 20 4 FALL 2010 57

Divorce and Planning for Children with Special Needs Arkontaky, Adrienne J. 20 4 FALL 2010 59

Why a Client’s Status as a Veteran Should Be an Important Component of Your Planning

Pasculli, Felicia 20 4 FALL 2010 61

Notes and Anecdotes 20 4 FALL 2010 63

Article 17-A Practice Across New York State: A Survey of Surrogate's Court Calareso, JulieAnn; 21 1 WINTER 2011 4

Practices in Surrogate's Court Procedure Act Article 71-A Cases Grimsley, Brian R.

Comprehensive Estate Recovery in New York Nolfo, Matthew J. 21 1 WINTER 2011 10

The Do's and Don'ts of Administering Medicare Set-Asides Belisle, Todd; Gonzalez, Rafael

21 1 WINTER 2011 13

The Roth IRA Conversion: A Unique Opportunity Pfeiffer, William; Stefans, Donna M.

21 1 WINTER 2011 16

Alleged Onset Date for Retirement, Survivors, Disability Insurance and Supplemental Security Income—Recent Critical Implications

Kane, Arlene 21 1 WINTER 2011 18

Article 17-A Guardianships—In Need of a Legislative Overhaul? Mukerji, Deepankar 21 1 WINTER 2011 22

A Guide to Understanding the Minimum Wage and Overtime Requirements for Domestic Employers in New York State

Gilder, Evan M. 21 1 WINTER 2011 26

Using Life Estates in Medicaid Planning Meshnick, Stacey 21 1 WINTER 2011 30

Hospice and Palliative Care in New York: Changing Landscape for Patients, Families and Providers in Health Decision Making

Morrissey, Mary Beth; Leven, David C.

21 1 WINTER 2011 32

Death Before Determination: Securing Retroactive Medicaid Home Care Benefits

Cona, Jennifer B. 21 1 WINTER 2011 40

Early Termination Provisions in First Party Self Settled and Pooled Trusts—Recent Changes to the POMS

Mascali, Robert P.; O’Hara, Amy C.

21 1 WINTER 2011 42

The New Divorce Legislation Rubin, Debra L. 21 1 WINTER 2011 45

Legal Headaches Involving the Post-Death Recharacterization of Roth IRAs Goldberg, Seymour 21 1 WINTER 2011 49

Elder Law Attorneys and Daily Money Managers: A Unique Relationship to Help Seniors in the 21st Century

Eddy, Rebecca R. 21 1 WINTER 2011 51


Advance Directive News: Life, Death and Palliative Care Makofsky, Ellen G. 21 1 WINTER 2011 55

Special Needs Planning and Personal Injury Settlements: Balancing the Protection of Public Benefits While Enhancing the Quality of Life of an Individual with Disabilities

Arkontaky, Adrienne 21 1 WINTER 2011 57

The Intersection Between VA Pension Benefits and Medicaid-Qualifying Trusts

Pasculli, Felicia 21 1 WINTER 2011 59

Notes and Anecdotes: What We've Learned About Planning Ahead Bruno, Phil 21 1 WINTER 2011 61

The Least Restrictive Environment: The Tie That Binds Guardianships and Educational Needs

Howlett, Patricia; Blair, Maggie; Howlett, Charles F.

21 2 SPRING 2011 4

An Introduction to the State Legislative Process and Budget Cycle Cathers, Michael D. 21 2 SPRING 2011 10

New York Laws Provisions Impacting Elder Law in 2009 and 2010 Goldfarb, David 21 2 SPRING 2011 16

Demystifying Services for the Developmentally Disabled Marcott, Craig 21 2 SPRING 2011 19

Grandparent Visitation Rubin, Debra L. 21 2 SPRING 2011 22

The Value of Daily Money Management Programs for Older Adults Sacks, Debra 21 2 SPRING 2011 26

SCPA Section 1310: Another Tool to Maximize Asset Protection Jonsson, Kristin S. 21 2 SPRING 2011 33

Appointing a Guardian in America: How Do We Get There? Strauss, Peter J. 21 2 SPRING 2011 35

Uniform Adult Guardianship and Protective Proceedings Jurisdiction Act: Sub-Committee Report

Kruger, Robert; Lamberti, Anthony; Miller, Ira

21 2 SPRING 2011 38

What Is an Estate Planner to Do Without the Protections of Strict Privity? Enea, Anthony J. 21 2 SPRING 2011 39

Spousal Rollover of Retirement Accounts Goldberg, Seymour 21 2 SPRING 2011 41

The Need for Longevity Planning Shorrock, Steve 21 2 SPRING 2011 43

Death in 2010: Federal Estate Tax Election Katz, Robert; Katz, Neil D. 21 2 SPRING 2011 45


Advance Directive News: Alphabet Soup— DNRs Revisited by the FHCDA Makofsky, Ellen G. 21 2 SPRING 2011 49

Guardianship News: Sea Changes Kruger, Robert 21 2 SPRING 2011 51

The “Other Benefits” and Special Needs Trusts Arkontaky, Adrienne J. 21 2 SPRING 2011 53

The Intersection Between Veterans Pension Benefits and Medicaid Pasculli, Felicia 21 2 SPRING 2011 56

Practice Tips: Where’s the Beef? Russo, Vincent J. 21 2 SPRING 2011 58

Excerpts from the Elder Law Section’s E-News, Winter 2011 21 2 SPRING 2011 60

Elder Law Section Language Diversity in the Section 21 2 SPRING 2011 62

Notes and Anecdotes 21 2 SPRING 2011 68

Sweeping Cuts in Medicaid Enacted in State Budget on April 1, 2011 Bogart, Valeria; de Jung, Trilby

21 3 SUMMER 2011 10

New York State's 2011 Budget Bill: Expanded Estate Recovery Goldfarb, David 21 3 SUMMER 2011 17

Advocating for "Appropriate" Special Education Services: Focusing on the IEP Blau, Andrea F. 21 3 SUMMER 2011 20

Institutional Guardianship: A Team Approach Paves the Way Home for Some Kaminsky, Julia; Negrón, Laura

21 3 SUMMER 2011 25

Protracted Medicaid Disputes: The Provider's Perspective Levitin, Nancy 21 3 SUMMER 2011 27

The Clinical Impact of the Family Health Care Decisions Act on the Role of Guardians and Other Surrogates

Paris, Barbara; Breznay, Jennifer

21 3 SUMMER 2011 31

Impact of the Patient Protection and Affordable Care Act Rimsky, Neil T. 21 3 SUMMER 2011 33

The 2010 Tax Relief Act—An Overview of the Law and Its Impact Corwin, Nathaniel L. 21 3 SUMMER 2011 37

The Impact of the Wage Theft Prevention Act on Domestic Employees in New York State

Gilder, Evan M. 21 3 SUMMER 2011 41

Ethics Poll Conducted by the Elder Law Section Ethics Committee Raskin, Judith B.; Kaplan, Natalie J.

21 3 SUMMER 2011 43


Guardianship News: Mental Illness Kruger, Robert 21 3 SUMMER 2011 47

The Effect of a Special Needs Trust on Benefits Other Than Supplemental Security Income and Medicaid (Part 2)

Arkontaky, Adrienne J. 21 3 SUMMER 2011 49

Supplemental Needs Trusts: News, Views, and Then Some Mascali, Robert 21 3 SUMMER 2011 51

Excerpts from the Elder Law Section’s E-News, Spring 2011 E-News 21 3 SUMMER 2011 53

Surrogate Decision Making for Incapable Adult Patients with Mental Disabilities: A Chart of Applicable Laws and Regulations

Swidler, Robert N. 21 3 SUMMER 2011 56

Honoring Patient Preference at the End of Life: The MOLST Process and the Family Health Care Decisions Act

Lipson, Karen; Karmel, Jonathan

21 3 SUMMER 2011 62

Making the Family Health Care Decisions Act Apply to Hospice Patients McMahon, Kathy 21 3 SUMMER 2011 72

Extending the Family Health Care Decisions Act to Home Care Cardillo, Alfredo D. 21 3 SUMMER 2011 80

A Bridge to Somewhere: The Family Health Care Decisions Act Kietzman, Paul R. 21 3 SUMMER 2011 86

The Palliative Care Information Act and Its Applicability to Cases Subject to the Family Health Care Decisions Act

Leven, David C. 21 3 SUMMER 2011 89

Nursing Home Neglect—Evaluating the Pressure Sore Case Glass, Michael G. 21 4 FALL 2011 8

Moral Fatigue: Ethical Reflections on the FHCDA Escobar-Plagman, Andrea 21 4 FALL 2011 11

Understanding Depression Among Older Adults Furst, Lisa; Berman, Jacquelin

21 4 FALL 2011 15

Funding a Special Needs Trust: How Much Is Enough? Marcott, Craig 21 4 FALL 2011 19

Choice Brings Enhanced Lives for People with Developmental Disabilities Platkin, Susan 21 4 FALL 2011 22

U.S. Holders of, and Signers on, Foreign Accounts Beware: FBAR Filing Obligations Clarified and Expanded in 2011 Final Regulations

Whalen, Elizabeth A. 21 4 FALL 2011 24

Palliative Care Information Act: A Social Perspective— What Candid Conversations Will Mean for You

Levine, Amy 21 4 FALL 2011 28

Personal Care at Home and the Americans with Disabilities Act: How Much Care Is Enough, and Who Decides? Amicus Curiae Memorandum of Law in U.S. v. Feldman/U.S. v. City of New York (SDNY)

21 4 FALL 2011 30


Advance Directive News: Topsy-Turvy Health Care Decision-Making Makofsky, Ellen G. 21 4 FALL 2011 43


Supplemental Needs Trusts: Pooled Trusts Remainder Funds—Where Does the Money Go?

Mascali, Robert 21 4 FALL 2011 48

What Families Do When a Loved One with Disabilities Is Denied the Home and Community-Based Waiver

Arkontaky, Adrienne J. 21 4 FALL 2011 50

E-News: Excerpts from the Elder Law Section’s Summer 2011 E-News 21 4 FALL 2011 52

Court Evaluator Creativity in the Distribution of Justice: Providing a Voice to the Voiceless

Blau, Andrea F. 22 1 WINTER 2012 8

Can the Trustee of an Irrevocable Trust Obtain a Reverse Mortgage? Bodow, Wayne R. 22 1 WINTER 2012 11

New York State's People First Waiver for Developmental Disabilities Services: Crafting a Plan for Delivering Comprehensive, Person-Centered Care

Burke, Courtney 22 1 WINTER 2012 14

Medicare Prescription Drug Coverage: Barriers to Access at the Pharmacy Counter

Goggin-Callahan, Doug 22 1 WINTER 2012 18

New York Law Provisions Impacting Elder Law in 2011 Goldfarb, David 22 1 WINTER 2012 20

Guardianship News: Buying a House Kruger, Robert L. 22 1 WINTER 2012 22

The People First Waiver and Children With Disabilities Landwehr, Allison 22 1 WINTER 2012 24

Advance Directive News: A Melody Requiring Reflection Makofsky, Ellen G. 22 1 WINTER 2012 28

Housing Options for Adults With Intellectual and Developmental Disabilities in New York

Maltby, John 22 1 WINTER 2012 30

How to Prepare for and Win an Administrative Fair Hearing Marchese, Jr., Richard A. 22 1 WINTER 2012 36

Pooled Trusts and the Preemption Doctrine Mascali, Robert P. 22 1 WINTER 2012 40

Seeking Reimbursement for Private School Tuition Mechaly, Lauren I. 22 1 WINTER 2012 42

Guardianships and Supplemental Needs Trusts (SNTs) as Planning Tools for Parents of Adult Disabled Children: A Case Study

Meyers, Sara 22 1 WINTER 2012 44


The Proper Purpose of Assessments in the IEP Process: It's a Lot More Than Reporting a Score

Rifkin, Anthony 22 1 WINTER 2012 49

Ticket to Work—Support Services for People Who Live With a Disability and Want to Work

Arkontaky, Adrienne 22 1 WINTER 2012 53

Advocates' Letter to Centers for Medicare & Medicaid Services Dooha, Susan; Salzman, Leslie; Mueller, Roberta; Stevens, Jane Greengold; Vaamonde, Liliana; Keilin, Nina; de Jung, Trilby; Rosenberg, Joseph

22 1 WINTER 2012 55

Memorandum on Proposed Regulation on Medicaid Estate Recovery Goldfarb, David 22 1 WINTER 2012 75

“Freely and Independently”: Diluting the Right of an A.I.P. to Retain Counsel in an Article 81 Proceeding

Strauss, Peter J.; Trigoboff, Kim F.

22 2 SPRING 2012 8

Beyond the Routine Advance Directives: An Important End-of-Life Issue That Can Easily Be Missed

Sarlis, Jim D.; Somekh, Lori

22 2 SPRING 2012 15

Administering Supplemental and Special Needs Trusts: What the Trustee of an SNT Needs to Know About SSI and Medicaid


Medicaid Fair Hearings and the “Continuum of Care” from a Government Perspective

McLane, Daniel S. 22 2 SPRING 2012 26

But—Officer—My Transfer Was Not for Medicaid Purposes! Kiperman, Regina 22 2 SPRING 2012 29

Revision of EPTL 10-6.6 and Its Implications for Special Needs Estate Planning

Krupka, Elana 22 2 SPRING 2012 33

Drafting Special Needs Trusts That Are Tailored to the Needs of the Beneficiary: A Primer

Enea, Anthony J. 22 2 SPRING 2012 35

Bullying and a Discussion of T.K. and S.K., Individually and on Behalf of L.K. v. New York City Department of Education

Walsh, Tracey Spencer 22 2 SPRING 2012 39

Impartial Hearings—Practical Tips for Preparing and Conducting Them Richmond, Susan Mills 22 2 SPRING 2012 41

Representing Parents in Special Education Hearings Under the IDEA: New Opportunities for the Special Needs/Elder Law Attorney

Cuddy, Andrew K.; Cuddy, Michael J., Jr.

22 2 SPRING 2012 43


Advance Directive News: Bits and Pieces Makofsky, Ellen G. 22 2 SPRING 2012 48

Results of Practice Management and Technology Committee’s Survey Fatoullah, Ronald A.; Kurre, Robert J.

22 2 SPRING 2012 50

Elder Law Section Ethics Committee Poll #3 Raskin, Judith B.; Kaplan, Natalie J.

22 2 SPRING 2012 52

Best of 2012 Unprogram Laidlaw, Moira S. 22 3 SUMMER 2012 9

Balancing the Interest of a Minor and a Parent Where the Minor Is the Injured Party in a Personal Injury Action

Jerian, Kathryn E.; Mascali, Robert P.

22 3 SUMMER 2012 11

Disciplinary Issues Facing Students with Special Needs Mechaly, Lauren I. 22 3 SUMMER 2012 14

Routine Violations of Medical Privacy in Article 81 Guardianship Cases: So What or Now What?

Rosenberg, Joseph A. 22 3 SUMMER 2012 17

Guardianship News: Anatomy of a Guardianship, or “The $5,000,000 E-mail” Kruger, Robert 22 3 SUMMER 2012 34

The Dos and Don’ts of Preparing and Supervising the Signing of Wills for the Elderly, Impaired and Infirm

Gruner, Joseph H. 22 3 SUMMER 2012 37

Your Client’s Home in the Irrevocable Medicaid Qualifying Trust: To “Use” and to “Occupy”

Butler, Diane Lynne ; Ansanelli, Vincent W.

22 3 SUMMER 2012 40

Back to the Future: Expanded Medicaid Estate Recovery Repealed Goldfarb, David 22 3 SUMMER 2012 44

Update on Proposed Amendment to the Health Care Proxy Law Makofsky, Ellen G. 22 3 SUMMER 2012 46

Ethics Poll Conducted by the Elder Law Section Ethics Committee Raskin, Judith B.; Kaplan, Natalie J.

22 3 SUMMER 2012 47


HECM Trusts: A Universal Planning Option for Cash Flow Management Bodow, Wayne R. 22 3 SUMMER 2012 50

Your Online Afterlife: Digital Estate Planning in the Facebook Age Sarlis, Jim D. 22 4 FALL 2012 7

The Bypass or Credit Shelter Trust Fastman, Lainie R. 22 4 FALL 2012 12

Guardianship News: Problems with Disbursements Kruger, Robert 22 4 FALL 2012 16

The Provider’s Role in Proving Undue Hardship Levitin, Nancy; assisted by Adamo, Moriah

22 4 FALL 2012 19

Advance Directive News: Circumstances Change Makofsky, Ellen G. 22 4 FALL 2012 22

Pooled Trusts and the Preemption Doctrine—An Update Mascali, Robert P. 22 4 FALL 2012 23

The Care, Upkeep and Planned Death of a Client File Brooks, Kameron 22 4 FALL 2012 25


Recent Tax Bits and Pieces Okrent, David R. 22 4 FALL 2012 31

David Goldfarb Talks with Natalie Kaplan About: Lobbying in Albany and 14 Chickens in the Bathroom

22 4 FALL 2012 34

The New York State Partnership for Long-Term Care: An Underused Asset Aronson, Peter 23 1 WINTER 2013 7

Amending a Trust Instrument with a Power of Attorney After Perosi v. LiGreci Galette, Helen Z.; Villani, James M.

23 1 WINTER 2013 11

Mediation: It's Not Just When the Marriage Breaks Up Martinez, Antonia J.; Shaw, Robert W.

23 1 WINTER 2013 15

The Achieving a Better Life Experience (ABLE) Act of 2011: Good Intentions, Questionable Results

Pleat, Tara Anne; Wilcenski, Edward V.

23 1 WINTER 2013 18

Balancing the Interests of a Minor and a Parent Where the Minor Is the Injured Party in a Personal Injury Action—Part Two: Establishing the Chosen Settlement Vehicle

Jerian, Kathryn E. 23 1 WINTER 2013 22


Discussion About Disbursements (Continued) Kruger, Robert 23 1 WINTER 2013 27

Recent Tax Bits and Pieces Okrent, David R. 23 1 WINTER 2013 29

Letter from the Ad Hoc Coalition of Consumer Advocacy Organizations in New York State

23 1 WINTER 2013 33

Putting the Pieces of the Puzzle Together: Special Needs Planning for the Special Needs Young Adult

Mechaly, Lauren I. 23 2 SPRING 2013 6

Qualified Tuition Programs / 529 Plans and the Individual with Disabilities Simha, Mordecai Y.; Simha, Elana M. Krupka

23 2 SPRING 2013 11

Hearing Assistance That People Love and Will Use Myers, David G. 23 2 SPRING 2013 15

New York City Recipients of Community-Based Long Term Care Begin Transition to Managed Long Term Care

Roizin, Rosanna 23 2 SPRING 2013 18

Special Needs Planning and New York’s Amended Decanting Statute Briand, Elizabeth C.; Moskowitz, Sarah C.

23 2 SPRING 2013 20

The Importance of the Express Provisions of the IEP for Students with Disabilities and the Impact of R.E. v. N.Y.C. Dep’t of Educ.

McGinley, Maria C. 23 2 SPRING 2013 24

Concussions in Children and Adolescents: A Shifting Medical and Legal Landscape

Yellin,Paul B., M.D., Yellin, Susan

23 2 SPRING 2013 27

The Role of Counsel Valentin, Elizabeth; Kruger, Robert

23 2 SPRING 2013 31

Ten Planning Essentials as Your Developmentally Disabled Child Turns 18 Morris, Susan W. 23 2 SPRING 2013 34

Why Elder Law? A Recent Graduate’s Perspective Levin, Malya; Lok, Deirdre; Solomon, Joy

23 2 SPRING 2013 35

Ten Tips for Serving as an Article 81 Guardian Mooney, Christine; Nydick, Leslie

23 2 SPRING 2013 38

Advance Directives: A Step Back Into the Fifties, the View from Cuba Makofsky, Ellen G. 23 2 SPRING 2013 42

Elder Law Section Ethics Committee Poll #5 Raskin, Judith B.; Kaplan, Natalie J.

23 2 SPRING 2013 44


Using a Supplemental Needs Trusts in Special Education Litigation Arkontaky, Adrienne; Mascali, Robert P.

23 2 SPRING 2013 48

Remembering Hon. Joel K. Asarch Robert, Joan Lensky 23 3 SUMMER 2013 11

Estate Planning 2013 and Beyond Peck, Lawrence J.; Aronson, Peter

23 3 SUMMER 2013 13

Foreclosure Settlement Strategies for Seniors Bodow, Wayne R. 23 3 SUMMER 2013 21

Reverse Mortgages: Dispelling the Myths Somekh, Lori R. 23 3 SUMMER 2013 29

Changes in the 2013 New York Budget Bill Goldfarb, David 23 3 SUMMER 2013 33

New York’s 2012 Managed Long Term Care Report: An Incomplete Picture Bogart, Valerie; de Jung, Trilby; Farrell, Leah

23 3 SUMMER 2013 34

The Importance of Using Pooled Supplemental Needs Trusts in the New Era of Medicaid Managed Long Term Care

Kandel, Mia; Silver, Carolyn 23 3 SUMMER 2013 36

Coverage Confusion: Untangling Myths About the Medicare Home Health Benefit

Goggin-Callahan, Doug 23 3 SUMMER 2013 39

Knowledge of Family Dynamics: Useful or Not When Your Client or Your Client’s Parent Is Receiving Home Care?

Skwerer, Lory Alissa 23 3 SUMMER 2013 42

Problems in the Assessment of Testamentary Capacity Mart, Eric G. , Ph.D., ABBP (Forensic)

23 3 SUMMER 2013 47


Recent Tax Bits and Pieces Okrent, David R. 23 3 SUMMER 2013 56

René Reixach, Jr. Discusses His Law School Admission, Dating, and Ideal Drinking Companion

Kaplan, Natalie J. 23 3 SUMMER 2013 61

Status of Liberty Rights for Persons with Mental Retardation Tressler, Gloria R. 23 4 FALL 2013 7

Domestic Abuse of the Elderly: Observations, Explanations and Recommendations

Cook, Logan M. 23 4 FALL 2013 17

Scenes from the Summer Meeting 23 4 FALL 2013 22

Funding Home Programs and Private Schools—Possible, Yes! Easy? Not Exactly

Spencer Walsh, Tracey 23 4 FALL 2013 28

The New York NAELA Niche Mascali, Robert P. 23 4 FALL 2013 29

Veterans' Benefits for the New York State Veteran Daratsos, Nina M. 23 4 FALL 2013 30


Gaurdianship News: Rashomon, or the Guardianship Process Kruger, Robert 23 4 FALL 2013 36

The Basics of Business Succession Planning Enea, Anthony J. 23 4 FALL 2013 38

Estate Planning for Same-Sex Married Couples After the Demise of DOMA Asher, Jeffrey A. 24 1 WINTER 2014 7

Take Action to Maintain Reduction in Real Estate Taxes Braunstein, Stephanie 24 1 WINTER 2014 10

The Paramount Importance of a Life Insurance Audit Montag, Henry, CFP, CLTC 24 1 WINTER 2014 12

Calculations Under the “Spousal Impoverishment” Budgeting Rules for Managed Long Term Care

Goldfarb, David 24 1 WINTER 2014 15

Brooklyn Law School Launches Elder Rights Clinic Lok, Deirdre M.W.; Landry-Reyes, Jane

24 1 WINTER 2014 17

Article 81 Guardianship: Termination, Modification, and Removal Donaldson, Stephen 24 1 WINTER 2014 18


Advance Directive News: Hard Choices Makofsky, Ellen G. 24 1 WINTER 2014 26


Guardianship News: Investments Kruger, Robert 24 1 WINTER 2014 31

Insider Experience Within the Health Care System: Prepare for the Unexpected!!

Blau, Andrea F. 24 1 WINTER 2014 34

Elder Law Section Ethics Committee Poll #8 Results Raskin, Judith B.; Kaplan, Natalie J.

24 1 WINTER 2014 36

Scenes from the Elder Law Section Fall Meeting 24 1 WINTER 2014 38

After a Decade of Litigation, Relief for New York City Adult Home Residents Borgmann, Jota 24 2 SPRING 2014 7

NYC HRA Has Gotten it Wrong: Medicaid's Misapplication of the Spousal Impoverishment Rules in Spousal Refusal Cases

Forspan, Elizabeth; Moskowitz, Sarah C.

24 2 SPRING 2014 10

Protecting the Most Vulnerable of Our Communities: Legislative Responses to Particularly Offensive Crimes—Criminal Statutes Aimed at Protecting the Health and Welfare of Incompetent, Physically Disabled and Vulnerable Elderly Persons

Doherty, William A. 24 2 SPRING 2014 14

Misuse of Antipsychotic Drugs in Nursing Homes: Are We Making Any Progress?

Edelman, Toby 24 2 SPRING 2014 23

Advance Directive News: Polar Opposites but the Same Sad Story Makofsky, Ellen G. 24 2 SPRING 2014 26

The Contested 17-A Guardianship: An Overview Levin, Naomi 24 2 SPRING 2014 28

Least Restrictive Environment: The Integration Presumption 35 Years Later Davis, Lenore 24 2 SPRING 2014 32

Developments for Aging in Place Rimsky, Neil T. 24 2 SPRING 2014 38

Guardianship News: What Does a Guardian Do?—Teresa Kruger, Robert 24 2 SPRING 2014 40

New York NAELA Niche: The Bipartisan Budget Act of 2013 and Ahlborn Mascali, Robert P. 24 2 SPRING 2014 42

Recent Tax Bits and Pieces Okrent, David R. 24 2 SPRING 2014 44


Elder Law and Special Needs Section Ethics Committee Poll #9 Raskin, Judith B.; Kaplan, Natalie J.

24 2 SPRING 2014 51

"Ableism" in the Legal Sphere: An Analysis of MHL Article 81 Adult Guardianship of Persons with Intellectual Disabilities

Meyer, Anne P. 24 3 SUMMER 2014 7

Spotlight on Elder Abuse: Looking Up from the Law Solomon, Joy; Levin, Malya 24 3 SUMMER 2014 14

Is Your Client's Trust Accomplishing Its Objectives? Montag, Henry 24 3 SUMMER 2014 16

Pooled Supplemental Needs Trusts: A Conflict of Interest? Donaldson, Stephen 24 3 SUMMER 2014 18

A Pool of Trust: The Community Option Wells, Theresa 24 3 SUMMER 2014 24

The New York NAELA Niche—Update on "Improvement Standard" and "Observation Status"

Rheinhardt, Jeffrey N. 24 3 SUMMER 2014 27

Guardianship News: Unpleasant People Kruger, Robert 24 3 SUMMER 2014 32

Recent Tax Bits and Pieces Okrent, David R. 24 3 SUMMER 2014 33


Time for Change in New York's Managed Long-term Care—An Advocate's Letter

Borgmann, Jota; Coalition of Advocates

24 3 SUMMER 2014 37

Practical Considerations for Attorneys and Trustees: Trust Decanting After Matter of Kroll

Candido, Elizabeth A. 24 4 FALL 2014 7

Matrimonial Actions and the Use of Supplemental Needs Trusts for Individuals with Disabilities

Simha, Elana M.; Simha, Mordecai Y.

24 4 FALL 2014 9

Universal Service in the 21st Century: Improving Telecommunications Accessibility for Americans with Disabilities

Chu, Michelle K. 24 4 FALL 2014 12

Balancing Autonomy and Beneficence: The Legal, Sociopolitical, and Philosophical History of and Support for Legalizing Assisted Suicide

Benston, Shawna 24 4 FALL 2014 22

Financial Exploitation of the Elderly: Legislative Update Klampert, Elizabeth Henry; Levin, Malya

24 4 FALL 2014 29

Heeding the Call: Response to National Survey on Elder Law Education Solomon, Joy; Feinman, Meredith

24 4 FALL 2014 31

HUD’s New Regulations, Passed in the Wake of Bennett v. Donovan, Offer Protections for Non-Borrower Spouses in Reverse Mortgage Situations

Sarlis, Jim D. 24 4 FALL 2014 33

Medicaid Recoveries, Liens and Strategies Pfeifer, Michael L. 24 4 FALL 2014 37

Guardianship News: Some Problems Facing Guardians Kruger, Robert 24 4 FALL 2014 40


Avoiding Minefields on the Homefront: The Veterans Administration, Veterans Benefits and How Attorneys Can Help Our Veterans Navigate the Field Safely

Doherty, William A. 25 1 WINTER 2015 7

Updates to the New York State Family Offense Petition Provide New Protections from Financial Exploitation

Sarah Duval 25 1 WINTER 2015 16

Advance Directives: An Idea Whose Time Has Come Makofsky, Ellen G. 25 1 WINTER 2015 19

Speaking for the AIP Who Lacks a Voice: How to Serve as Counsel for the AIP

Mahoney, Keri 25 1 WINTER 2015 20


Resolving Conflicts Among Multiple Surrogates Under the Family Health Care Decisions Act

Angley, Patricia L. 25 1 WINTER 2015 27


Guardianship News: Rarely Discussed Financial Concerns Kruger, Robert 25 1 WINTER 2015 35

Ethics and Elder Abuse: An Attorney's Obligations—Part 1 Levin, Malya; Lok, Deirdre 25 2 SPRING 2015 7

Attorney Confidentiality in the Cyber Age Solomon, Steven N. 25 2 SPRING 2015 9

A Brief Guide to Benchmark Medicaid Coverage Goldfarb, David 25 2 SPRING 2015 12

An Update on the New York State Partnership for Long-Term Care—Letter from Jason A. Helgerson, Medicaid Director, New York State Office of Health Insurance Programs

25 2 SPRING 2015 14

The Transfer of an Incapacitated Person Outside the Jurisdiction of New York State

Francis, Leslie; Mooney, Christine

25 2 SPRING 2015 16

Understanding the "Undue" in "Undue Influence" Enea, Anthony J. 25 2 SPRING 2015 19

Special Education Law Lingo Libutti, Eileen; Frankola, Jennifer; Ruggieri, Julie

25 2 SPRING 2015 21

Ethics Poll #11 Results Kaplan, Natalie J.; Tribble, Phillip; Raskin, Judith B.

25 2 SPRING 2015 26

Welcome to the Community! Calareso, JulieAnn 25 3 SUMMER/FALL

2015 9

Why You Should Consider Donating a Lapsing Insurance Policy to a Charity Enea, Anthony J.; Meyers, Michael L.

25 3 SUMMER/FALL

2015 12

Elder Abuse Committee Spotlight 25 3 SUMMER/FALL

2015 13

Aging Outside the Traditional Family: Problems and Possibilities Russell, Cate; Qureshi, Hina; Lok, Deirdre

25 3 SUMMER/FALL

2015 14

Protecting Nursing Home Residents from Chemical Restraints: Action Is Needed to Reduce and Eliminate Widespread Inappropriate Antipsychotic Drugging

Mollot, Richard 25 3 SUMMER/FALL

2015 17

Testimony for a Hearing on Antipsychotic Drugs in Nursing Homes Mollot, Richard 25 3 SUMMER/FALL

2015 21

Guardianship News: Combat Pay Kruger, Robert 25 3 SUMMER/FALL

2015 24

Recent New York Cases Dello-Iacono, Anne E. 25 3 SUMMER/FALL

2015 27

Adventures in Fly Fishing: An Interview with Marty Hersh, Self-Proclaimed “Disney Nut”

Coombs, Jessica 25 3 SUMMER/FALL

2015 29

Elder Law and Special Needs Section Summer Meeting Lawlor, Tammy; Fatoullah, Ronald

25 3 SUMMER/FALL

2015 32

Protecting the Vulnerable Beneficiaries of Special Needs Trusts and Other Trusts: Re-Purposing the "Trust Protector"

Glen, Kristin Booth 26 1 WINTER 2016 7

Should They Go or Should They Stay? Issue-Spotting for the New York lawyer Whose Clients May Be Considering a Change in Domicile to Florida

Fanizza, Joanne 26 1 WINTER 2016 16

Update on Immediate Needs Medicaid: New Section Added to Social Services Law

Mukerji, Deepankar 26 1 WINTER 2016 21

Legislation Committee Spotlight 26 1 WINTER 2016 23

Naming a Supplemental Needs Trust as a Beneficiary of a Charitable Remainder Trust

Gray, George H. 26 1 WINTER 2016 24

Separated but Not Divorced: The Long Term Care Planning Implications Enea, Anthony J. 26 1 WINTER 2016 30

Putting the "Sex" in Sexagenarian: Older Adults, Dementia and the Case of Henry Rayhons

Levin, Malya; Solomon, Joy; Lok, Deirdre

26 1 WINTER 2016 32

New York NAELA Niche Mascali, Robert P. 26 1 WINTER 2016 37

Third Annual Elder and Special Needs Law Journal Writing Competition 26 1 WINTER 2016 38

Which Clients Can Benefit from ABLE Accounts? Mahoney, Keri 26 1 WINTER 2016 39

Building a Better Court Evaluator Report Donaldson, Stephen 26 1 WINTER 2016 42

Technology Committee Update—More About the Communities 26 1 WINTER 2016 43

Ethics Poll #12—Results 26 1 WINTER 2016 44

Liaison Spotlight: Lisa Bataille Carpenter, Katy 26 1 WINTER 2016 46

Elder Law and Special Needs Section Fall Meeting Pleat, Tara Anne; Nolfo McKenna, Judy

26 1 WINTER 2016 48

25th Anniversary Edition of the Elder and Special Needs Law Journal 26 2 SPRING 2016

25 Years of Section Leadership 26 2 SPRING 2016 8

Elder Law Section Co-Founder Dies at 95 26 2 SPRING 2016 9

The Creation of the Elder Law Section Kessler, Muriel S. 26 2 SPRING 2016 10

Member Spotlight: Robert Abrams Carpenter, Katy 26 2 SPRING 2016 11

Practical Tips for Special Needs Planning Freedman, Robert M. 26 2 SPRING 2016 12

Practice News: Elder Law—A Client-Driven Practice Russo, Vincent J. 26 2 SPRING 2016 14

We Were Criminals Once Burke, Walter T. 26 2 SPRING 2016 17

Elder Law Coming of Age: The Way We Were Madigan, Kathryn Grant 26 2 SPRING 2016 18

Statutory Power of Attorney Compensation: When Professional Acts O’Connor, Michael E. 26 2 SPRING 2016 20

Elder Abuse and the Court System: Oil and Vinegar? Krooks, Bernard 26 2 SPRING 2016 22

Medicaid Under DRA ‘05—18 Months Later; Recent Developments in New York Shape the Elder Law Attorney’s Approach to Medicaid Planning

Pierro, Louis W. 26 2 SPRING 2016 24

Member Spotlight: Cora Alsante Carpenter, Katy 26 2 SPRING 2016 29

2016 Annual Meeting Reflects Broad Scope of the Practice of Elder Law and Special Needs Law


The Compact for Long-Term Care—A Great Achievement for Our Section Krooks, Howard S. 26 2 SPRING 2016 32

Elder Law Would Not Qualify for Medicare Fish, Daniel G. 26 2 SPRING 2016 33

Celebrating 25 Years of Section Meetings 26 2 SPRING 2016 34

Remembering 2006-2007 . Makofsky, Ellen G. 26 2 SPRING 2016 36

Member Spotlight: Ami S. Longstreet . Carpenter, Katy 26 2 SPRING 2016 37

Helping Clients Retire Successfully Casserly, Timothy E.; Casserly, Michelle I.

26 2 SPRING 2016 38

Deficit Reduction Act of 2005: Changes to the Medicaid Look Back and Commencement of the Penalty Period

Amoruso, Michael J. 26 2 SPRING 2016 41

How to Legally Obtain Medical Marijuana in New York Gruer, Sharon Kovacs 26 2 SPRING 2016 50

Recovering from Estate Recovery Stapleton, T. David 26 2 SPRING 2016 51

The Unauthorized Practice of Elder Law: Why Florida Got It Right and New York Needs to Catch Up

Enea, Anthony J. 26 2 SPRING 2016 53

Service to Our Members and the Public Pantaleo, Frances 26 2 SPRING 2016 55

Spousal Budgeting Under New York State’s Managed Long-Term Care Program

Weinblatt, Richard A. 26 2 SPRING 2016 57

Some Advice from the All-Time Treasurer Finn, Marty 26 2 SPRING 2016 60

Lobby Day 26 2 SPRING 2016 61

Introduction to David Goldfarb Goldfarb, David 26 2 SPRING 2016 62

A Survey of Operational Issues Affecting Supplemental Needs Trusts: What Is Income?

Gray, George H. 26 3 SUMMER 2016 7

Health Care Proxies—Ten Difficult Issues Swidler, Robert N. 26 3 SUMMER 2016 12

How the DOL Fiduciary Rule Will Protect Seniors Fatoullah, Ronald A. 26 3 SUMMER 2016 16

New York’s Proposed Aid-in-Dying Bill: What You Should Know Enea, Anthony J. 26 3 SUMMER 2016 17

Powers of Attorney: Who Is Your Client? Duval, Sarah; Levin, Malya 26 3 SUMMER 2016 18

NY NAELA Niche Mascali, Robert 26 3 SUMMER 2016 21

Guardianship News Kruger, Robert 26 3 SUMMER 2016 24

Is a Trust for My Pet a Viable Option? Enea, Anthony J. 26 3 SUMMER 2016 25

Digital Assets in the Real World: Challenges and Opportunities Meltzer, Linda 26 3 SUMMER 2016 26

Member Spotlight: Judith D. Grimaldi Interview by Katy Carpenter 26 3 SUMMER 2016 31

The 2016 Enhanced UnProgram 26 3 SUMMER 2016 33

Financial Crimes Against the Elderly as a Hate Crime in New York State Irene Byhovsky 26 4 FALL 2016 7

Uncover Potential Problems and Planning Concerns at Initial Meeting Lawrence A. Frolik and Bernard A. Krooks

26 4 FALL 2016 17

Committee Spotlight: Legislation Committee Deepankar Mukerji and Jeffrey Asher

26 4 FALL 2016 19

Elder Law and Special Needs Section 2016 Summer Meeting Britt Burner and David Kronenberg

26 4 FALL 2016 21

The Treatment and Marshaling of Joint Accounts in an Article 81 Guardianship Proceeding

Anthony J. Enea 26 4 FALL 2016 25

Powers of Attorney: Ascertaining Capacity? Sarah Duval and Malya Kurzweil Levin

26 4 FALL 2016 29

New Member Spotlight: Antony Eminowicz Interview by Katy Carpenter 26 4 FALL 2016 32

NY NAELA Niche Enea, Anthony J. 26 4 FALL 2016 34

Senior Member Spotlight: Matthew J. Nolfo Interview by Katy Carpenter 26 4 FALL 2016 36

Disability Rights New York Press Release 26 4 FALL 2016 38

An Elder Law Attorney’s Experience in Placing a Parent in a Nursing Home By Rick Marchese 27 1 WINTER 2017 7

Vulnerable Veterans Left in the Lurch: The Continued Harm of “Don’t Ask, Don’t Tell”

Aaron Kurtzer and Jordan Lipschik with Professor Deirdre M.W. Lok and Malya Kurzweil Levin

27 1 WINTER 2017 9

Senior Member Spotlight: Salvatore M. Di Costanzo Interview by Katy Carpenter 27 1 WINTER 2017 15

Factors to Consider When Converting Excess Resources Into an Income Stream for Purposes of the Institutional Medicaid “Snapshot"

Regina Kiperman and Naomi Levin

27 1 WINTER 2017 16

Elder Law and Special Needs Section 2016 Fall Conference Debrief Moira S. Laidlaw and Christopher Bray

27 1 WINTER 2017 19

Loan Programs for Properties in Irrevocable Trusts? How to Navigate Through Trust Lending Options

Britt Burner and Frank Melia

27 1 WINTER 2017 23

New Member Spotlight: Elizabeth Briand Interview by Katy Carpenter 27 1 WINTER 2017 25

Committee Spotlight: Membership Services Committee Salvatore M. Di Costanzo 27 1 WINTER 2017 26

NY NAELA Niche Anthony J. Enea 27 1 WINTER 2017 27

A Memorial to the Life and Death of Sharon Kovacs Gruer, Esq. T. David Stapleton 27 1 WINTER 2017 29

An Honor to Honor Two Distinguished Persons JulieAnn Calareso 27 2 SPRING 2017 5

Say What? The Affordable Care Act, Medicare, and Hearing Aids Mary Helen McNeal 27 2 SPRING 2017 7

Elder Law and Special Needs Section 2017 Annual Meeting Recap James R. Barnes and Salvatore M. Di Costanzo

27 2 SPRING 2017 46

NYSBA Elder Law and Special Needs Section Legislation Committee Spring 2017 Update

Deepankar Mukerji and Jeffrey Asher

27 2 SPRING 2017 48

Prescription for Disaster: Addressing the Problem of Medication Error in the Elder Population

Jim D. Sarlis 27 2 SPRING 2017 63

Senior Member Spotlight: Robert J. Kurre Interview by Katy Carpenter 27 2 SPRING 2017 67

The Legal Intersection of Inheritance and Disability: A Primer Regina Kiperman and Naomi Levin

27 2 SPRING 2017 69

Securing Medicaid Benefits for Those With an Immediate Need Deidre M. Baker 27 2 SPRING 2017 71

New Member Spotlight: Scott B. Silverberg Interview by Katy Carpenter 27 2 SPRING 2017 73

New York NAELA Niche Robert P. Mascali 27 2 SPRING 2017 75

When Worlds Collide: State Trust Law and Federal Welfare Programs Landsman, Ron M. 27 3 SUMMER 2017 7

A Survey of Operational Issues Affecting Supplemental Needs Trust: Impact of the Who and Why of a Distribution

Gray, George H. 27 3 SUMMER 2017 34

Senior Member Spotlight: Patricia A. Bave Carpenter, Katy 27 3 SUMMER 2017 38

Committee Spotlight: Guardianship Committee 27 3 SUMMER 2017 39

The Supreme Court Rules on Special Education in Endrew F. McGrath, Kerry M. 27 3 SUMMER 2017 40

Supported Decision Making New York: A Pilot Program Smith, Matthew 27 3 SUMMER 2017 42

New Member Spotlight: Katy Carpenter McKenna, Judy Nolfo 27 3 SUMMER 2017 43

Power of Attorney Legislation and Lobbying Efforts Pleat, Tara Anne 27 3 SUMMER 2017 44

Exercising Caution When Permitting a Ping Destination in an Article 81 Proceeding

Hyer, James L.; Stieglitz, Steven M.

27 4 FALL 2017 7

The Intersection of Guardianship and Matrimonial Law Adinolfi, Elizabeth A. 27 4 FALL 2017 11

Senior Member Spotlight: Deepankar Mukerji Carpenter, Katy 27 4 FALL 2017 15

Summer Meeting Write-Up Dezik, Michael D. 27 4 FALL 2017 16

A Message to the Section Regarding the Summer Meeting Miller, Michael 27 4 FALL 2017 21

To UTMA or Not to UTMA? Enea, Anthony J. 27 4 FALL 2017 22

New York NAELA Niche Mascali, Robert R. 27 4 FALL 2017 24

New Member Spotlight: Robin Goeman Carpenter, Katy 27 4 FALL 2017 26

Digital Assets and Accounts—Can Life Get More Complex? Bollhofer, Joseph A. 27 4 FALL 2017 27

Establishment and Administration of First Party Supplemental Needs Trust: The Framework for an Improved Approach

Wilcenski, Edward V. 28 1 WINTER 2018 5

Income Tax Refunds: Another Arrow in the Medicaid Planning Quiver Brooks, Kameron; Frantz, Jay William

28 1 WINTER 2018 16

Thinking of Sitting for the CELA Exam? What You May Want to Know Before Taking the Plunge

Shapiro, Richard J. 28 1 WINTER 2018 18

Falling Meeting Photos 28 1 WINTER 2018 22

Senior Member Spotlight: JulieAnn Calareso Carpenter, Katy 28 1 WINTER 2018 25

Predatory Marriages: A Growing Concern Ball, Deborah S.; Kurzweil Levin, Malya

28 1 WINTER 2018 29

Young Lawyers Corner: Pros and Cons of Practicing Guardianship Law Donaldson, Stephen 28 1 WINTER 2018 33

New Member Spotlight: Lauren Sharkey Carpenter, Katy 28 1 WINTER 2018 36

Committee Spotlight: Special Needs Planning Committee 28 1 WINTER 2018 37

“Exhaustion” of MLTC PLan Appeal Required Before Requesting a Fair Hearing—Started May 1, 2018

Bogart, Valerie 28 2 Spring 2018 5

The Snowbird Client Solkoff, Scott M. 28 2 Spring 2018 17

New Member Spotlight: Abby Zampardi Carpenter, Katy 28 2 Spring 2018 18

2018 Elder Law and Special Needs Section Annual Meeting Recap Silverberg, Scott 28 2 Spring 2018 20

Young Lawyers Corner: Stepping in as Successor Guardian: Preserving and Protecting Assets of the Incapacitated Person

Mooney, Christine A 28 2 Spring 2018 25

Committee Spotlight: NYSBA Elder Law and Special Needs Section Legislative Update

Mukerji, Deepankar; Asher, Jeffrey

28 2 Spring 2018 27

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