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 Mushkin, Martin 2 2 FALL/WIN 92 22 Practitioner's Kit
Optimizing Transfers Under MCCA (Maximize the Savings/Minimize the Russo, Vincent J.; Kramer, 2 2 FALL/WIN 92 26 Penalty) Frederick J.
Every WHOOPIE Needs a GRIT or Estate Planning for the Well Off Older Gilbert, Vivienne 2 2 FALL/WIN 92 35 Person
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; 3 1 SPRING 93 7 Robert, Charles
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 Salzman, Ira 3 2 FALL/WIN 93 11 Apply to Have Their Powers Modified
Asset Management for the Elderly—Coordinating the Efforts of the Client, the Horowitz, Fredric R. 3 2 FALL/WIN 93 17 Family, the Attorney and the Financial Advisor
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.; 4 1 SUMMER 94 10 Flowers, E. L.
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, 4 2 WINTER 94 13 Marvin
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 Friedman, Lawrence A. 5 1 SPRING 95 18 Across the Hudson
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 Bomba, Margaret Ann 5 1 SPRING 95 41 the Mental Hygiene Law
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.; 5 2 FALL 95 10 Schlesinger, Sanford J.
Medicaid Planning by Guardians Krooks, Howard S.; Krooks, 5 2 FALL 95 13 Bernard A.
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, 5 2 FALL 95 25 Richard
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.; 6 2 SUMMER 96 9 Goldfarb, David
Having Your Cake and Eating It: Tax Benefits of Deferred Charitable Gifts Finn, Martin S.; Lavelle, 6 2 SUMMER 96 11 John H.
Gallenstein v. U.S. The Case and the Possible Income Tax Benefit That Kelley, Ralph B. 6 2 SUMMER 96 14 Follows
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 Frosco, Donna 6 2 SUMMER 96 25 Planning Under Article 81
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 Kruger, Robert 6 3 FALL 96 11 Relationships and Forfeiture
Handling Complaints About Nursing Home Care Murphy, Jean 6 3 FALL 96 16
Elder Law Update: New York Elder Abuse Legislation Davidow, Lawrence E.; 6 3 FALL 96 18 Stern, Steven H.
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 Clapp, Alfred C., Jr. 7 1 WINTER 97 10 Estate Strategies
Long-Term Care Insurance in New York: What's New and What's Noteworthy Whitman, Johnston de F., 7 1 WINTER 97 14 Jr.
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 Clapp, Alfred C., Jr. 7 1 WINTER 97 21 Care Insurance
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, 7 1 WINTER 97 27 Robert
The Task Force on Long-Term Care Financing: Will New York's Future Be Pierro, Louis W. 7 1 WINTER 97 29 Secure? The Elder Law Section's Response to the Task Force on Long-Term Care's Strauss, Peter J. 7 1 WINTER 97 35 Report
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, 7 1 WINTER 97 42 Ira K.
Tax Tips Wolff, Robert L. 7 1 WINTER 97 43
Ethical Issues Confronting the Attorney for an Alleged Incapacitated Person in Salzman, Ira 7 2 SPRING 97 7 an Article 81 Guardianship Proceeding
Attorneys for Guardians Have Duties to Incapacitated Persons Even Without Hurme, Sally Balch 7 2 SPRING 97 15 Privity
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 Lancaster, William W., III 7 2 SPRING 97 23 Planning
Ethical Challenges in Advising the Elderly on Living Wills and Health Care Moskowitz, Ellen H. 7 2 SPRING 97 28 Proxies
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; 7 2 SPRING 97 50 Stern, Steven H.
Prearranged Funerals: for the Consumer and the Medicaid Recipient Stern, Steven H.; Davidow, 7 2 SPRING 97 50 Lawrence Eric
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 Minkoff, Ronald 7 2 SPRING 97 55 Incompetent Clients
Pooled Trusts for People with Disabilities Rosenberg, Joseph A. 7 3 FALL 97 4
Managing Assets for the Incapacitated: Guardianship Versus Supplemental Bermingham, Ann B. 7 3 FALL 97 14 Needs Trust
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 Kassoff, Robert S. 7 3 FALL 97 44 AIP
Right to Refuse Treatment—Special Proceedings and Mental Hygiene Law Smith, David A. 7 3 FALL 97 46 Article 81 Proceedings Seeking Medical Treatment Decision-Making Authority: A Comparison
Mental Hygiene Legal Service: It's Participation in Article 81 Mental Hygiene Baltch, David 7 3 FALL 97 49 Law Cases
Comments from Behind the Bench Devlin, Charles F. 7 3 FALL 97 51
Court-Referred Guardianship Mediation: A Practical Alternative to Article 81 Keegan, Julie Michaels 7 3 FALL 97 53 Proceedings
Assisted Living Program and Proposed Reforms—An Alternative for Low Georgiou, Anna L. 7 3 FALL 97 60 Income Elderly in Need of Care and Housing
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 Cohen, Adam J. 8 1 WINTER 98 13 York?
Whole Clients as Co-producers in a Community Context: An Agenda for Legal Dencklas, Derek A. 8 1 WINTER 98 20 Services for the Elderly
Benefits of Revocable Lifetime Trusts in Spousal Medicaid Planning, The Atlas, Howard J. 8 1 WINTER 98 29 (Practice Pointers)
Creation and Ongoing Evolution of the Elder Law Section 8 2 SPRING 98 6
Selected Elder Law Resources: Books, Journals, Newsletters and Law Review Bailly, Rose Mary; Toombs, 8 2 SPRING 98 10 Articles Kathleen
Elder Law and the Internet Goldfarb, D.; Silverberg, S.; 8 2 SPRING 98 18 Miller, I.
A Special Relationship: The Relationship of the NYSBA Elder Law Section Russo, Vincent J. 8 2 SPRING 98 21 and State and National Organizations
Elder Law and its Foray into the Law School Curriculum Levitin, Nancy; Pantaleo, 8 2 SPRING 98 25 Frances M.
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, 8 2 SPRING 98 33 Ellyn S.
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 Atlas, Howard J. 8 2 SPRING 98 38 Pointers)
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 McGraw, Charlene E. 8 3 SUMMER 98 9 Beneficiary?
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 Atlas, Howard J. 8 3 SUMMER 98 32 Assistance
Medicaid Fair Hearing, The Not Just an Argument, But an Opportunity for Stern, Steven H. 8 4 FALL 98 4 Advocacy
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 Miller, Ira K. 8 4 FALL 98 70 Appointed Counsel for an Alleged Incapacitated Person
"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 Atlas, Howard J. 8 4 FALL 98 11 Law Client (Practice Pointers) 1
Rollover of IRA Proceeds from Trust Permitted (Tax Tips) Wolff, Robert L. 8 4 FALL 98 11 5
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 Coleman, Carl H;. 9 1 WINTER 99 11 and Future Directives
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 Chu, Douglas J. 9 2 SPRING 99 17 Rules
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; 9 3 SUMMER 99 33 Silverberg, Steve
Tax Tips: Tolling of Tax Refund Statute of Limitations Due to Financial Gruer, Sharon Kovacs 9 3 SUMMER 99 36 Disability
Brown v. Wing—Calculation of Penalty Period Stern, Steven H. 9 4 FALL 99 3
Calvanese and Callahan—Medicaid Liens Robert, Joan Lensky; 9 4 FALL 99 5 Robert, Charles
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.— Levine, Benjamin D. 9 4 FALL 99 9 "Income First" Rule
Spellman—Rights of Recovery Against the Refusing Spouse Fatoullah, Ronald D.; 9 4 FALL 99 11 Meshnick, Stacey
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, 9 4 FALL 99 21 Valerie
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 Roach, George L. 10 2 SPRING 2000 8 Sector
The Samuel Sadin Institute on Law Arnason, Sia; Rosenzweig, 10 2 SPRING 2000 10 Ellen
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 Pierro, Louis W.; Wilcenski, 10 2 SPRING 2000 40 Fighting For Edward V.
Tax News: New York's Sop Tax: What Do We Do Now? Longstreet, Ami S.; Ruffer 10 2 SPRING 2000 46 Anne B.
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 Wallace, Gerard 10 3 SUMMER 2000 10 Paradigm
The View from a New York Private Practitioner in the Trenches: Rights of Wisselman, Jerome A. 10 3 SUMMER 2000 23 Grandparents to Visitation and Custody of Their Grandchildren
The View from the New York State Office of the Aging: In Support of Grahan, William T. 10 3 SUMMER 2000 29 Grandparents
The View from a Grandparent Resource Center: Grandparent Resource Mendez, Katherine 10 3 SUMMER 2000 38 Center and Its Legislative Goal
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 Danner, Joanne M. 10 3 SUMMER 2000 43 Faced by Grandparent Caregivers and Those Seeking Visitation Rights
Regulatory News: Revisiting Regulation of the Primary Residence Pierro, Louis W.; Wilcenski, 10 3 SUMMER 2000 60 Edward V.
Practice News: Keeping Your Eye on the Money (Grandparents Helping Russo, Vincent J. 10 3 SUMMER 2000 64 Grandchildren while Protecting Assets
Tax News: Save for Education and Save on Taxes Too: New York State Longstreet, Ami S.; Ruffer, 10 3 SUMMER 2000 67 College Choice Tuition Savings Program Anne B.
Health Care Continuum News: Medicare Part A Coverage for Skilled Nursing Kravitz, Ellyn S.; 10 3 SUMMER 2000 71 Care in a Skilled Nursing Facility Markenson, Ari
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 Osterhout, Julie 10 3 SUMMER 2000 78 to Be Valid for the Management of Florida Assets?
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, 10 4 FALL 2000 3 Suzanne; Kronenberg, David I.
Overview of Medicare+Choice Plan Options Koski, Andrew 10 4 FALL 2000 14
Attorneys Fees and Medicare Representation: The Problem of the Fee Chiplin, Alfred J., Jr. 10 4 FALL 2000 21 Limitation of Title II of the Social Security Act and Medicare Representation
Shouldn't There Be a Medicare Treating Physician Regulation? Robert, Charles; Robert, 10 4 FALL 2000 25 Joan Lensky
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, 10 4 FALL 2000 36 Howard S.
Regulatory News: Medicare's Unfunded Mandate: Congress Shifts Home Pierro, Louis W.; Wilcenski, 10 4 FALL 2000 38 Health Care Costs to State Edward V.; Cohn, Ralph
Practice News: The First Step to Advocacy Is Knowing the procedural Steps Russo, Vincent J. 10 4 FALL 2000 43 (The Basics of HMO Review and Appeals)
Tax News: Tax Issues Related to Medicare Longstreet, Ami S.; Ruffer, 10 4 FALL 2000 46 Anne B. 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 Pfeifer, Michael L. 10 4 FALL 2000 52 Planning Clients
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 Osterhout, Julie 10 4 FALL 2000 63 for Real Estate
Public Elder Law Attorney News: The Healey Litigation—The Right to Notice Bogart, Valerie 10 4 FALL 2000 65 Before Medicare Home Care Is Reduced or Terminated
Grandparent Rights News: Grandparent Caregivers: Planning for the Future of Wallace, Gerard 10 4 FALL 2000 67 Their Grandchildren
Bonus News 1: Medicaid Planning in New York: Can an Unequal Joint Sessler, Jennifer R. 10 4 FALL 2000 69 Tenancy Protect the Family Home?
Bonus News 2: Assets of the Deceased Community Spouse Are Not Spirn, Ronald A. 10 4 FALL 2000 74 Considered Available to Institutionalized Spouse on Medicaid Until Election Is Made?
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, 11 1 WINTER 2001 36 Rene
Legislative News: Protections for the Elderly: "Seniors Safety Act" Stern, Steven H.; Krooks, 11 1 WINTER 2001 40 Howard S.
Regulatory News: The Foster Care Independence Act of 1999 and the SSI Pierro, Louis W.; Wilcenski, 11 1 WINTER 2001 43 Program: Just What We Needed--More Transfer of Assett Rules Edward V.
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 Longstreet, Ami S.; Ruffer, 11 1 WINTER 2001 48 Over? Anne B.
Publication News: "A Family Disease Does Not Have to Become a Family Fish, Daniel G. 11 1 WINTER 2001 51 Curse"
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 Osterhout, Julie 11 1 WINTER 2001 64 Future Compliance
Public Elder Law Attorney News: Supreme Court Hears Argument on Legal Bogart, Valerie 11 1 WINTER 2001 67 Services Restrictions
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 Sinclair, Jack V. 11 2 SPRING 2001 14 Unknown and Frequently Misunderstood
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
Fair Hearing News Fatoullah, Ellice; Reixach, 11 2 SPRING 2001 29 Rene
Legislative News Stern, Steven H.; Krooks, 11 2 SPRING 2001 36 Howard S.
Regulatory News 1: Pierro, Louis W.; Wilcenski, 11 2 SPRING 2001 38 Edward V.
Regulatory News 2: IRS Simplifies Minimum Distribution Rules Slater-Jansen, Susan B.; 11 2 SPRING 2001 42 Neumark, Avery E.
Tax News: Medical Insurance and Other Medical Expenses Longstreet, Ami S.; Ruffer, 11 2 SPRING 2001 47 Anne B.
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 Pfeifer, Michael L. 11 2 SPRING 2001 53 Capacity of Time of the Execution of His Will, When Will a Court Grant Summary Judgment?
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 Osterhout, Julie 11 2 SPRING 2001 64 Eligibility Treatment
Public Elder Law Attorney News: Rodriguez v. City of New York: A Discussion Bogart, Valerie 11 2 SPRING 2001 66 of the Issues Under the ADA and Medicaid Law and Implications for Home Care Services in New York
Grandparent Rights News: The Legal Authority of Grandparent Caregivers Wallace, Gerard 11 2 SPRING 2001 69 Who Are Not Legal Custodians or Guardians
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; 11 3 SUMMER 2001 4 Robert, Charles
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 Silver, Allan E. 11 3 SUMMER 2001 21 Mentally Ill
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
Fair Hearing News Fatoullah, Ellice; Reixach, 11 3 SUMMER 2001 30 Rene
Legislative News: Update on Estate Tax Reform Krooks, Howard S.; Stern, 11 3 SUMMER 2001 35 Steven H.
Regulatory News: Chapter Two: Social Security Administration Issues New Pierro, Louis W.; Wilcenski, 11 3 SUMMER 2001 37 Guidelines on Treatment of Trusts for SSI Recipients Edward V.
Practice News: Expanding the Elder Law Planning for Younger People with Russo, Vincent J. 11 3 SUMMER 2001 40 Disabilities
Tax News: Some Tax Issues Which Affect Disabled Persons and Their Longstreet, Ami S.; Ruffer, 11 3 SUMMER 2001 42 Families Anne B.
Health Care Continuum News: Evaluating a Resident's Transfer or Discharge Kravitz, Ellyn; Markenson, 11 3 SUMMER 2001 45 from a Nursing Home Ari J.
Publication News: The Consumer's Guide to Long-Term Health Care— Fish, Daniel G. 11 3 SUMMER 2001 47 Eldercare in New York
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 Fatoullah, Ronald A. 11 3 SUMMER 2001 57 Default Surrogate Decision-Maker Statute in N.Y., An Interview With Charles Sabatino, Esq.
Snowbird News: Representing the Younger Disabled Client: The Hodgepodge Osterhout, Julie 11 3 SUMMER 2001 61
Grandparent Rights News 1: Grandparent Visitation Statute Faces Wallace, Gerard 11 3 SUMMER 2001 64 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 Kurre, Robert J. 11 3 SUMMER 2001 67 Extend?)
Bonus News 2: The Use of Article 81 of the Mental Hygiene Law as an Enea, Anthony J. 11 3 SUMMER 2001 71 Effective Medicaid and Estate Planning Tool: A Primer
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; 11 4 FALL 2001 21 Stork, Diane
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
Fair Hearing News Fatoullah, Ellice; Reixach, 11 4 FALL 2001 30 Rene
Legislative News Krooks, Howard S.; Stern, 11 4 FALL 2001 38 Steven H.
Regulatory News: Same Issues, Different Agency: Transfer Penalties and Pierro, Louis W.; Wilcenski, 11 4 FALL 2001 41 Trusts Rule Under the Section 8 Housing Program Edward V.
Tax News: Estate Tax Repeal? Ruffer, Anne B.; Longstreet, 11 4 FALL 2001 44 Ami S.
Advance Directive News: To Do or Not to Do: The Dilemma of the Do Not Makofsky, Ellen G. 11 4 FALL 2001 46 Resuscitate Order
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 Fatoullah, Ronald A.; 11 4 FALL 2001 58 Section's Comments on the Status of New York Law Regarding Assisted Meshnick, Stacey Living Facilities: Pending Legislation
Snowbird News: Florida's Limited Medicaid Provisions for Assisted Living Osterhout, Julie 11 4 FALL 2001 61 Facilities and Community-Based Care
Public Elder Law Attorney News: New York's Highest Court Orders Medicaid Bogart, Valerie 11 4 FALL 2001 63 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 Kurre, Robert J. 11 4 FALL 2001 68 Recovery Issues)
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
Fair Hearing News Fatoullah, Ellice; Reixach, 12 1 WINTER 2002 28 Rene
Legislative News Krooks, Howard S.; Stern, 12 1 WINTER 2002 32 Steven H.
Regulatory News: More Trusts and Transfers, and Their Impact on the VA Pierro, Louis W.; Wilcenski, 12 1 WINTER 2002 34 Pension Edward V.
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, 12 1 WINTER 2002 40 Anne B.
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 Fatoullah, Ronald A.; 12 1 WINTER 2002 52 York Meshnick, Stacey
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 Bogart, Valerie 12 1 WINTER 2002 58 Cuts in Government Funding and Attorneys Fees
Younger Disabled Client News: Proper Distribution of SNT Funds Polner, Beth; Appleton, 12 1 WINTER 2002 60 Candace
Questions and Answers: A Public Service from the Elder Law Bar Alsante, Cora A.; Robert, 12 2 SPRING 2002 4 Joan Lensky; Lok, Lily K.
Task Force on Long Term Care Reform—Update Casserly, Timothy E.; 12 2 SPRING 2002 15 Alsante, Cora A. The Practice of Elder Law, the Commission on Fiduciary Appointments and Robert, Joan Lensky; 12 2 SPRING 2002 16 Incapacitated Persons Robert, Charles
Assisted Living Facilities: The Unregulated New Frontier of Senior Housing Englebright, Steven; Fiore- 12 2 SPRING 2002 23 Rosenfeld, Steve; Stern, Steven H.
Long Term Care Solutions…NAELA's White Papers on Long-Term Care and Fatoullah, Ronald A. 12 2 SPRING 2002 25 Assisted Living
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.; 12 2 SPRING 2002 35 Fatoullah, Ellice
Legislative News Krooks, Howard S.; Stern, 12 2 SPRING 2002 40 Steven H.
Regulatory News: Listserve Participants Discuss the Treatment of Retirement Pierro, Louis W.; Wilcenski, 12 2 SPRING 2002 44 Funds in the Medicaid Program Edward V.
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, 12 2 SPRING 2002 49 Anne B.
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 Osterhout, Julie 12 2 SPRING 2002 54 Expenses
Public Elder Law Attorney News: Resisting Illegal Discharges from Nursing Bogart, Valerie 12 2 SPRING 2002 56 Homes
Grandparent Rights News: School Tax Exemption Now Available to Wallace, Gerard 12 2 SPRING 2002 58 Grandparents Caring for Grandchildren
Bonus News 1: Creative Long Term Care Planning Solutions for Attorneys Feuerman, Simcha 12 2 SPRING 2002 60 Who Assist Families of Persons with Disabilities Bonus News 2: Real Estate Tax and Valuation Issues for Senior Care Wilkes, David C. 12 2 SPRING 2002 62 Facilities
Bonus News 3: Conflicts Between Health Care Agents and Personal Needs Gabriele, Richard 12 2 SPRING 2002 65 Guardians: Can They Be Avoided?
Demystifying the Numbers: Financial Tools to Keep Your Firm Moving Begley, Thomas D., Jr.; 12 3 SUMMER 2002 5 Forward Russo, Vincent J.
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.; 12 3 SUMMER 2002 16 Sullivan, Kathy
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, 12 3 SUMMER 2002 24 Rene H.
Legislative News Krooks, Howard S.; Stern, 12 3 SUMMER 2002 28 Steven H.
Regulatory News: The Lesser-Known Recovery Right Medicare Recoupment Pierro, Louis W.; Wilcenski, 12 3 SUMMER 2002 30 in Personal Injury Settlements Edward V.
Tax News: IRS Finally Issues Final Rules on Distributions from Retirement Silverberg, Stephen J. 12 3 SUMMER 2002 33 Plans and IRAs
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 Kruger, Robert 12 3 SUMMER 2002 39 Context of Article 81
Public Policy News: Connecticut's Proposed Demonstration Project Seeks to Fatoullah, Ronald A.; 12 3 SUMMER 2002 44 Change Medicaid Eligibility Rules Meshnick, Stacey
Public Elder Law Attorney News: Medicare for People with Alzheimer's Bogart, Valerie 12 3 SUMMER 2002 46 Disease and Other Chronic Conditions
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 Wallace, Gerard 12 3 SUMMER 2002 48 Grandparent Caregivers
Persons with Disabilities News: The Proper Guardianship Forum and Disabled Polner, Beth 12 3 SUMMER 2002 51 Minors—An Update
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 Ard, Josh 12 4 FALL 2002 9 Sixty Plus Elderlaw Clinic
The Legal Services for the Elderly Clinic at the University at Buffalo Law Szczgiel, Tony, Prof. 12 4 FALL 2002 11 School
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, 12 4 FALL 2002 20 Rene H.
Legislative News Krooks, Howard S.; Stern, 12 4 FALL 2002 24 Steven H.
Regulatory News: Medicaid Liens and Recoveries: 02 OMM/ADM-3 Hot Off Pierro, Louis W.; Wilcenski, 12 4 FALL 2002 26 the Press Edward V.
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 Kruger, Robert 12 4 FALL 2002 38 Guardianship, Ethics and Malpractice
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 Gruer, Sharon Kovaks 12 4 FALL 2002 46 Retirement Plans and IRAs
Bonus News 2: Transfer of Funds to Annuities May Be a Fraudulent Armstrong, Lance P. 12 4 FALL 2002 49 Conveyance Under the Debtor and Creditor Law
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 Grabie, Kenneth F.; Grabie, 13 1 WINTER 2003 9 Home Placement Jeannette
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
New York Case News Raskin, Judith B. 13 1 WINTER 2003 19
National Case News: The Estate Recovery Ratner, Steven M. 13 1 WINTER 2003 21
Fair Hearing News Fatoullah, Ellice; Reixach, 13 1 WINTER 2003 23 Rene H.
Legislative News Krooks, Howard S.; Stern, 13 1 WINTER 2003 27 Steven H.
Regulatory News: Social Security Administration Clarifies Treatment of Post Pierro, Louis W.; Wilcenski, 13 1 WINTER 2003 29 Death Expenses Paid from Supplemental Needs Trusts Edward V.
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 Makofsky, Ellen G. 13 1 WINTER 2003 33 Health Care Decision Making Capacity News: What Do You Do When Your Client is Illiterate Or Speaks A Pfeifer, Michael L. 13 1 WINTER 2003 35 Foreign Language
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 Bogart, Valerie 13 1 WINTER 2003 47 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
New York Case News Raskin, Judith B. 13 2 SPRING 2003 34
Legislative News: Here We Go Again? The White House Proposes Medicaid Krooks, Howard S.; Stern, 13 2 SPRING 2003 35 Reform Steven H.
Practice News: The Power of ZAPP (How to Lead Your Firm to Excellence) Russo, Vincent J.; Begley, 13 2 SPRING 2003 37 Thomas D., Jr.
Fair Hearing News Fatoullah, Ellice; Reixach, 13 2 SPRING 2003 43 Rene H.
Regulatory News: Proposed Regulations May Have Dramatic Impact on Pierro, Louis W.; Wilcenski, 13 2 SPRING 2003 46 Medicare Appeals Edward V.
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. Bogart, Valerie J. 13 2 SPRING 2003 51 DeBuono—New Standards for Task-Based Assessment in the Medicaid Personal Care Program
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 Meshnick, Stacey and Medicaid Planning
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 Kwieciak, Richard S., 13 2 SPRING 2003 68 Observation, Care and Treatment McKeating, Michael P.
Bonus News 2: Budget Cuts Result in Arbitrary Reductions in Services to Cona, Jennifer B.; Sperling, 13 2 SPRING 2003 71 Medicaid Home Care Recipients Harvey J.
The Elder Justice Act, S. 333 Breaux, Sen. John; Hatch, 13 3 SUMMER 2003 7 Sen. Orrin
Elder Abuse: A National Approach Is Needed Crosby, Eleanor M. 13 3 SUMMER 2003 9
Elder Abuse Olsen, Greg 13 3 SUMMER 2003 14
New York Case News Raskin, Judith B. 13 3 SUMMER 2003 18
Legislative News: Senate Introduces Bill to Eliminate Spousal Refusal and Krooks, Howard S.; Stern, 13 3 SUMMER 2003 20 Impose Harsher Penalties for Transfers of Assets Steven H.
Practice News: Is Long Term Care Insurance a Part of Your Elder Law Russo, Vincent J. 13 3 SUMMER 2003 22 Practice?
Fair Hearing News Fatoullah, Ellice; Reixach, 13 3 SUMMER 2003 24 Rene H.
Elder Care News: Mental Health Issues in the Aging Population—Alcohol Wolford, Barbara 13 3 SUMMER 2003 28 Abuse
Public Elder Law Attorney News: Tips for Solving a Common Problem for Bogart, Valerie J. 13 3 SUMMER 2003 31 Medicaid Home Care Applicants Who Need Services Pending Approval of the Application
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 Fatoullah, Ronald A. 13 3 SUMMER 2003 35 Legislation Committee
Capacity News: Capacity Required to Create a Trust Pfeifer, Michael L. 13 3 SUMMER 2003 37
National Case News Ratner, Steven M. 13 3 SUMMER 2003 40
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 13 3 SUMMER 2003 44 States Senate Special Committee on Aging
Bonus News 2: Testimony of Jane M. Pollack Before the United State Senate 13 3 SUMMER 2003 46 Special Committee on Aging
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' Haber, Dennis 13 4 FALL 2003 9 Lives…Forever
Flexible Planning Choices for Long-term Care Haims, Arlene K.; Sipkin, 13 4 FALL 2003 16 Cindy G.
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 Krause, Dale M. 13 4 FALL 2003 26 Qualified Annuity
Taking Advantage of Low Interest Rates in Planning Lifetime Family Wealth Rosenberg, Mike 13 4 FALL 2003 30 Transfers
New York Case News Raskin, Judith B. 13 4 FALL 2003 33
Legislative News Krooks, Howard S.; Stern, 13 4 FALL 2003 35 Steven H.
Practice News: Creating Systems for the Elder Law Office Begley, Thomas D., Jr.; 13 4 FALL 2003 37 Russo, Vincent J. Fair Hearing News Fatoullah, Ronald A.; 13 4 FALL 2003 42 Reixach, Rene H.
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 Pfeifer, Michael L. 13 4 FALL 2003 52 Who Is Suffering from a Mental Illness or Defect
National Case News: Professional Responsibility: The Attorney as Fiduciary or Ratner, Steven M. 13 4 FALL 2003 55 Beneficiary
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
New York Case News Raskin, Judith B. 14 1 WINTER 2004 14
Legislative News Krooks, Howard S.; Stern, 14 1 WINTER 2004 16 Steven H.
Practice News: Are You Ready When the Phone Rings?! Russo, Vincent J. 14 1 WINTER 2004 20
Fair Hearing News Fatoullah, Ellice; Reixach, 14 1 WINTER 2004 22 Rene H.
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.; 14 1 WINTER 2004 34 Meshnick, Stacey
Guardianship News Kruger, Robert 14 1 WINTER 2004 36
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 Robert, Joan Lensky 14 2 SPRING 2004 11 Lawsuits: 2004 Update
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
New York Case News Raskin, Judith B. 14 2 SPRING 2004 33
Legislative News: Report on Governor's Budget Bill: Medicaid Initiatives Krooks, Howard S.; Stern, 14 2 SPRING 2004 36 Steven H.
Practice News: Is It Good Practice to Hold on to Our Clients' Durable Powers Russo, Vincent J. 14 2 SPRING 2004 49 of Attorney?
Fair Hearing News Fatoullah, Elllice; Reixach, 14 2 SPRING 2004 52 Rene H.
Elder Care News: Never Too Young to Understand, Never Too Old to Ask Wolford, Barbara 14 2 SPRING 2004 55 Why: Alzheimer's Disease—A Family Matter
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 Solkoff, Scott M. 14 2 SPRING 2004 66 Clients?
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!! Linker, Stephen A., CPA, 14 2 SPRING 2004 71 Prevention!! DABFA
Bonus News 3: Referring the Right Home Care Provider to Your Clients Is Harrison, Taniella Jo 14 2 SPRING 2004 73 Important…Here's How
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 14 3 SUMMER 2004 19 Senate Medicaid Task Force
Book Review: Nursing Homes and Alternatives: What New York Families Krooks, Bernard A. 14 3 SUMMER 2004 24 Need to Know (Reviewer)
When Is the Exception to Using an Exempt Special Needs Trust? Rachlin, Marvin; Russo, 14 3 SUMMER 2004 26 Vincent
New York Case News Raskin, Judith B. 14 3 SUMMER 2004 29
Legislative News Krooks, Howard S.; Stern, 14 3 SUMMER 2004 31 Steven H.
Fair Hearing News Fatoullah, Ellice; Reixach, 14 3 SUMMER 2004 33 Rene H.
Elder Care News: Accepting the Challenge Wolford, Barbara 14 3 SUMMER 2004 37
Public Elder Law Attorney News: Holocaust Compensation Payments: Effect Bogart, Valerie 14 3 SUMMER 2004 40 on Eligibility for Medicaid, SSI and Other Federal Benefits
Public Policy News: Lobbying Efforts Must Continue! Fatoullah, Ronald A. 14 3 SUMMER 2004 46
National Case News Ratner, Steven M. 14 3 SUMMER 2004 48
Snowbird News: Getting to Florida by Way of Yosemite (Plus Phone Numbers Solkoff, Scott M. 14 3 SUMMER 2004 51 to Enhance Your Practice)
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 Enea, Anthony J. 14 4 FALL 2004 16 Practitioner
Intergenerational Strategies for the Future 14 4 FALL 2004 19
NYSBA Elder Law Section Leadership Task Force 14 4 FALL 2004 20
New York Case News Raskin, Judith B. 14 4 FALL 2004 21
Legislative News Krooks, Howard S.; Stern, 14 4 FALL 2004 23 Steven H.
Practice News: A Tax Primer on Irrevocable Trusts (Established for Medicaid Russo, Vincent J. 14 4 FALL 2004 25 Asset Protection)
Fair Hearing News Fatoullah, Ellice; Reixach, 14 4 FALL 2004 29 Rene H.
Public Elder Law Attorney News: Correction and Update to Article on Bogart, Valerie 14 4 FALL 2004 32 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
Guardianship News Kruger, Robert 14 4 FALL 2004 35
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 Gottlich, Vicki; Nemore, 15 1 WINTER 2005 6 Your Clients Patricia
Medicare's New Drug Benefit Mahan, Dee; Steinberg, 15 1 WINTER 2005 10 Marc
The Medicare Prescription Drug Card: Impact on Low-Income Beneficiaries Bogart, Valerie; Archer, 15 1 WINTER 2005 16 Who Have EPIC or Medicaid Diane
New York Case News Raskin, Judith B. 15 1 WINTER 2005 23
Legislative News Krooks, Howard S.; Stern, 15 1 WINTER 2005 24 Steven H.
Practice News: When Annuities Can Make Sense in a Long-Term Care Plan Russo, Vincent J.; Rachlin, 15 1 WINTER 2005 26 Marvin
Fair Hearing News Fatoullah, Ellice; Reixach, 15 1 WINTER 2005 30 Rene H.
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 Fatoullah, Ronald A. 15 1 WINTER 2005 36 "Reform": Creative Budget Crisis Solutions
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
New York Case News Raskin, Judith B. 15 2 SPRING 2005 5
Practice News: The Client Consultation Russo, Vincent J.; Rachlin, 15 2 SPRING 2005 7 Marvin Fair Hearing News Fatoullah, Ellice; Reixach, 15 2 SPRING 2005 9 Rene H.
Elder Care News: Discharge Planning Wolford, Barbara 15 2 SPRING 2005 19
Public Elder Law Attorney News: Final Settlement Reached in Medicaid Briglio, Robert 15 2 SPRING 2005 21 Nursing Cases
Advance Directive News: The Changing Perspective on End-of-Life Decision- Makofsky, Ellen G. 15 2 SPRING 2005 24 Making
Public Policy News: Saul Friedman receives Section Senior Award, Reminds Fatoullah, Ronald A. 15 2 SPRING 2005 26 Us To Stay True To Our Course
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 Lowey, Nita M. 15 2 SPRING 2005 31 For All
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 15 3 SUMMER 2005 14 Law Attorneys (NAELA)
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
New York Case News Raskin, Judith B. 15 3 SUMMER 2005 23
Legislative News Krooks, Howard S; Stern, 15 3 SUMMER 2005 25 Steven H.
Practice News: An Overview of Social Security Retirement Benefits for the Russo, Vincent J.; Rachlin, 15 3 SUMMER 2005 26 Elder Law Attorney Marvin Fair Hearing News Fatoullah, Ellice; Reixach, 15 3 SUMMER 2005 30 Rene H.
Public Elder Law Attorney News: New Requirement to Prove "Disability" When Bogart, Valerie J. 15 3 SUMMER 2005 34 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; 15 3 SUMMER 2005 46 Goldfarb, David
Bonus News 1: Who Cares About Oral Health for Seniors? Columbia Leavitt, Mar Crawford 15 3 SUMMER 2005 48 University School of Dental & Oral Surgery
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, 15 4 FALL 2005 4 Vincent J.
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
New York Case News Raskin, Judith B. 15 4 FALL 2005 28
Legislative News Krooks, Howard S.; Stern, 15 4 FALL 2005 30 Steven H. Practice News: Medicare Part D Prescription Drug Plan Russo, Vincent J.; Rachlin, 15 4 FALL 2005 34 Marvin
Fair Hearing News Fatoullah, Ellice; Reixach, 15 4 FALL 2005 37 Rene H.
Advance Directive News: Living Will Legislation: A Good Idea? Makofsky, Ellen G. 15 4 FALL 2005 44
Guardianship News Kruger, Robert 15 4 FALL 2005 46
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 Amoruso, Michael J. 15 4 FALL 2005 59 Consider When Drafting a Deed or Trust
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.; 15 4 FALL 2005 81 Meshnick, Stacey
Supplemental Security Income: The Nuts and Bolts Russo, Vincent J.; Rachlin, 16 1 WINTER 2006 4 Marvin
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 Robert, Joan Lensky 16 1 WINTER 2006 50 With Supplemental Needs Trusts
New York Case News Raskin, Judith B. 16 1 WINTER 2006 59
Advance Directive News: What It Means to be a Health Care Agent Makofsky, Ellen G. 16 1 WINTER 2006 60 Guardianship News Kruger, Robert 16 1 WINTER 2006 62
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 Solkoff, Scott M. 16 1 WINTER 2006 68 Reality
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 Goldfarb, David 16 1 WINTER 2006 73 and Chronic Care Budgeting
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 Sarlis, Jim; Somekh, Lori 16 1 WINTER 2006 81 Constitutes Execution of a Document When the Client Needs Help Holding the Pen
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 Rubenstein, Joshua S. 16 1 WINTER 2006 85 Legislative Session
A Call to Action—A Moment in History—Status of Deficit Reduction Act of 16 2 SPRING 2006 4 2005
Keys to Comparing Two or More Residential Appraisals on the Same Jackson, Howard 16 2 SPRING 2006 6 Property—An Attorney's Tool
New York Case News Raskin, Judith B. 16 2 SPRING 2006 12
Advance Directive News: The Nursing Home Dilemma Makofsky, Ellen G. 16 2 SPRING 2006 14
Guardianship News Kruger, Robert 16 2 SPRING 2006 15
Mediation News Grey, Robert A. 16 2 SPRING 2006 18
Snowbird News: Governor Bush Signs Bill Forcing Many Florida Medicaid Krooks, Howard S.; Solkoff, 16 2 SPRING 2006 20 Recipients Into Managed Care Plans Scott M.
The Golden State News Ratner, Steven M. 16 2 SPRING 2006 22 Throw Mama From the Train: The Deficit Reduction Act of 2005 Abandons Gilfix, Michael; Krooks, 16 3 SUMMER 2006 5 Our Nation's Elders Bernard A.
Deficit Reduction Act of 2005: Changes to the Medicaid Look Back and Amoruso, Michael J. 16 3 SUMMER 2006 11 Commencement of the Penalty Period
DRA Update Goldfarb, David; Salzman, 16 3 SUMMER 2006 21 Ira
Governor and DOH Taking Steps to Immediately Implement Changes to Goldfarb, David; Salzman, 16 3 SUMMER 2006 25 Medicaid Homecare Spousal Refusal and Transfer of Asset Rules Ira
Long-Term Care Insurance Eurillo-Travinski, Carrianna 16 3 SUMMER 2006 26 C.
Medicaid Planning: The Purchase of Life Estates Russo, Vincent J. 16 3 SUMMER 2006 32
New York Case News Raskin, Judith B. 16 3 SUMMER 2006 34
Mediation News Grey, Robert A. 16 3 SUMMER 2006 36
Snowbird News: Florida Legislature Proposes Bill to Implement Provisions of Krooks, Howard S.; Solkoff, 16 3 SUMMER 2006 37 the Deficit Reduction Act of 2005 Scott M.
Fair Hearing News Fatoullah, Ellice; Reixach, 16 3 SUMMER 2006 39 René
The Golden State News: Not Happy with the DRA? Consider Moving to Ratner, Steven M. 16 3 SUMMER 2006 45 California
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, 16 4 FALL 2006 13 Michael L.
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 Bogart, Valerie J. 16 4 FALL 2006 31 Budget 2006
Significant Items in 06 OMM/ADM-5 Deficit Reduction Act of 2005—Long Bogart, Valerie J. 16 4 FALL 2006 40 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 Newman, Charles J. 16 4 FALL 2006 59 and the New York State Partnership for Long-Term Care
Personal Service Contracts: An Underutilized Tool Martinez, Antonia J. 16 4 FALL 2006 64
New York Case News Raskin, Judith B. 16 4 FALL 2006 73
Advance Directive News: A Tale of Two Terrys Makofsky, Ellen G. 16 4 FALL 2006 76
Guardianship News Kruger, Robert 16 4 FALL 2006 78
Snowbird News: Spousal Refusal in Florida Krooks, Howard S.; Solkoff, 16 4 FALL 2006 79 Scott M.
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 Boyd, Marcia J.; Seay, J. 16 4 FALL 2006 86 Member David
Taxation of SNTs Okrent, David R.; Goldfarb , 17 1 WINTER 2007 4 David
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 Di Costanzo, Salvatore M. 17 1 WINTER 2007 35 Reserving an Inter Vivos Special Power of Appointment
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 Gruer, Sharon Kovaks 17 1 WINTER 2007 46 Deduction for a Trust with Equal and Non-Equal Charitable Beneficiaries
Preparing Advance Health Care Directives for the Snowbird Krooks, Howard S; Solkoff, 17 1 WINTER 2007 47 Scott M. 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 Casserly, Timothy E. 17 2 SPRING 2007 28 Considerations
Can We Regulate Respect for the Profession? Effects of the New Advertising Menzies, Laurie; Fatoullah, 17 2 SPRING 2007 34 Rules on the Elder Law Bar Ronald
Beware of Florida's Stringent Requirement for the Appointment of Personal Krooks, Howard S.; Solkoff, 17 2 SPRING 2007 36 Representatives Scott M.
Recent New York Court Cases Raskin, Judith B. 17 2 SPRING 2007 37
Medicaid and Married Couples: Class Action Challenging Reduced Income Bogart, Valerie 17 2 SPRING 2007 38 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, 17 3 SUMMER 2007 5 Jane-Marie; Coutlee, Ryan
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.; 17 3 SUMMER 2007 13 Meshnick, Stacey
A Response to the Deficit Reduction Act of 2005: United States Savings Jonsson, Kristin S. 17 3 SUMMER 2007 15 Bonds as a Planning Tool
The Power of Florida's Qualifying Supplemental Needs Trust to Satisfy the Krooks, Howard S.; Solkoff, 17 3 SUMMER 2007 17 Elective Share Scott M.
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; 17 3 SUMMER 2007 23 Reinach Wolf, Carolyn
Medicaid Under DRA '05—18 Months Later Recent Developments in New Pierro, Louis W. 17 4 FALL 2007 5 York Shape the Elder Law Attorney's Approach to Medicaid Planning
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, 17 4 FALL 2007 16 Anthony J.
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 Makofsky, Ellen G. 18 1 WINTER 2008 6 Decision Making
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 Guardianship News Kruger, Robert 18 1 WINTER 2008 17
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 Salzman, Ira 18 2 SPRING 2008 5 Elderly
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 , 18 2 SPRING 2008 23 David
Recent New York Cases Raskin, Judith B. 18 2 SPRING 2008 29
Guardianship News Kruger, Robert 18 2 SPRING 2008 31
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; 18 3 SUMMER 2008 9 Esterces, Howard M.
In Praise of a Smart Social Worker Kruger, Robert; Friedman, 18 3 SUMMER 2008 12 Lisa K.
Practice Tip: Planning with Joint Accounts Fatoullah, Ronald A.; 18 3 SUMMER 2008 15 Meshnick, Stacey
Scope of a Transfer Penalty Exemption for Transfers Made Exclusively for a Mayer, Ronald C. 18 3 SUMMER 2008 16 Purpose Other Than to Qualify for Medicaid—Favorable Fair Hearing Decision
Alert on Threatened Elimination of Spousal Impoverishment Protections in Bogart, Valerie J. 18 3 SUMMER 2008 17 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 Recent New York Cases Raskin, Judith B. 18 3 SUMMER 2008 27
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 Enea, Anthony J. 18 4 FALL 2008 13 Article 81 of the Mental Hygiene Law When a Clash Is Inevitable
Federal Settlement Expands Access to Medicaid Consumer-Directed Personal Bogart, Valerie, J.; Briglio, 18 4 FALL 2008 16 Assistance and Nursing Services Robert
Advance Directive News: DNRs Homeside Makofsky, Ellen G. 18 4 FALL 2008 18
Recent New York Cases Raskin, Judith B. 18 4 FALL 2008 20
End-of-Life Decision Making Under Article 17-A and Article 81 Friedman, Lisa K.; Kruger, 18 4 FALL 2008 22 Robert
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 Kane, Arlene 19 1 WINTER 2009 12 Representation
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 Recent New York Cases Raskin, Judith B. 19 1 WINTER 2009 23
Changes for Powers of Attorney in New York Bailly, Rose Mary; 19 2 SPRING 2009 4 Hancock, Barbara S.
MOLST: New York State's Medical Orders to Honor the Wishes of a Seriously Grimaldi, Judith D.; Lawlor, 19 2 SPRING 2009 15 Ill Patient Tammy R.
NYC Medicaid Program Revises M11q Form—Medical Request for Home Bogart, Valerie 19 2 SPRING 2009 22 Care
Transfer Strategy Tip Under the DRA—Transfer to Adult Disabled Children Bogart, Valerie J.; Mayer, 19 2 SPRING 2009 25 Ronald C.
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; 19 2 SPRING 2009 31 DeKenipp, Lisa
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
Recent New York Cases Raskin, Judith B. 19 2 SPRING 2009 36
The New Rules of Professional Conduct for Elder Law Attorneys: Something Calareso, JulieAnn 19 3 SUMMER 2009 4 Old, Something New, Something Borrowed, but Hopefully No One Blue
NYSBA Elder Law Section Report of the Medicaid Committee Bogart, Valerie; Salzman, 19 3 SUMMER 2009 9 Ira
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
Recent New York Cases Raskin, Judith B. 19 3 SUMMER 2009 19
Wong v. Doar Reixach, René; Bellin, 19 4 FALL 2009 5 Aytan Y. 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 Bogart, Valerie J. 19 4 FALL 2009 15 Under 65
Recent New York Cases Raskin, Judith B. 19 4 FALL 2009 18
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 Simone, Michael 20 1 WINTER 2010 8 Service Provider
Medicaid Managed Long-Term Care in New York: Part I Kronenberg, David; Silva, 20 1 WINTER 2010 10 David
Medicare Home Health Administrative Appeals: A Primer Stein, Ilene 20 1 WINTER 2010 17
Medicaid Certified Home Health Agency (CHHA) Services: Background and Bogart, Valerie J. 20 1 WINTER 2010 24 Threatened Reductions
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
Recent New York Cases Raskin, Judith B. 20 1 WINTER 2010 41
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.; 20 1 WINTER 2010 49 Trinh, Kathryn
What Do We Tell Seniors About the Tax Impact of a Surrender or Sale of a Bress, Dean S. 20 1 WINTER 2010 51 Life Insurance Contract?
Profit from Good Communication and Education: What Your Financial Advisor Stefans, Donna M. 20 1 WINTER 2010 53 Network Needs to Hear from You
Medicaid Managed Long-Term Care in New York: Part II Kronenberg, David; Silva, 20 2 SPRING 2010 4 David
Electronic Surveillance and Home Care: A Reasonable Expectation of Banach, Edo; Newfield, 20 2 SPRING 2010 15 Privacy? James
New York City Revises the M11q Form for Medicaid Personal Care Services: Bogart, Valerie J. 20 2 SPRING 2010 18 Another Attempt to Reduce Access to Home Care
The “Improvement Standard”—A Barrier to Medicare Coverage for Chronic Chiplin, Jr., Alfred J. 20 2 SPRING 2010 26 Conditions
Advocating for Twenty-Four Hour Split-Shift Home Care: Building Your Case Cona, Jennifer B. 20 2 SPRING 2010 30 at Fair Hearing
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
Recent New York Cases Raskin, Judith B. 20 2 SPRING 2010 39
The Early Intervention Program for Children with Special Needs, from Birth to Arkontaky, Adrienne J. 20 2 SPRING 2010 41 Age Three
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.; 20 3 SUMMER 2010 4 Blattmachr, Jonathan G.
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- Pena, Anneris A. 20 3 SUMMER 2010 17 prime Mortgage Meltdown and Foreclosure Crisis in Our Country's History
The Forgotten Asset: The Buy-Sell Agreements in Partnerships, Corporations Rothenberg, Bruce A. 20 3 SUMMER 2010 27 and Limited Liability Companies and Elder Law
Social Adult Day Services: Structure, Support and Community for Frail Older Wexler, Julie 20 3 SUMMER 2010 31 Adults and Persons with Dementia
The Story of Shelter: Intervention and Prevention of Elder Abuse Lok, Deidre M.W.; 20 3 SUMMER 2010 33 Solomon, Joy
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, 20 3 SUMMER 2010 39 Beth Polner
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 Salzman, Ira 20 4 FALL 2010 4 Malpractice by Estate Fiduciaries
Nursing Home Collection Cases—Who Is Liable for the Cost of Care? Nolfo, Matthew J.; Mancino, 20 4 FALL 2010 6 Vincent P.
POMS Changes Effective October 1, 2010 Mascali, Robert P.; O’Hara, 20 4 FALL 2010 14 Amy C.
Queens County Surrogate’s Court Electronic Filing Through the NYS Court E- Fatoullah, Ronald A.; Kurre, 20 4 FALL 2010 17 Filing System (“NYSCEF”) Robert J.
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 Mechaly, Lauren I. 20 4 FALL 2010 23 Individuals with Developmental Disabilities or Mental Retardation Protecting the Elderly and/or Mentally Impaired Nursing Home Patient from Radna, Sandra M. 20 4 FALL 2010 25 Tardive Dyskinesia
Grantor Retained Annuity Trusts: An Estate Planning Golden Opportunity Galteri, Patricia; Corwin, 20 4 FALL 2010 27 Nathaniel L.; Montesano, Carmela T.
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 Sganga, Fred S. 20 4 FALL 2010 34 Nursing Care
Limited Partnerships and Limited Liability Companies: Holding Company Lambert, Hugh 20 4 FALL 2010 38 Valuation Observations for Practitioners
Ethical Considerations for the Elder Law Attorney Under the Rules of Burner, Nancy 20 4 FALL 2010 41 Professional Conduct
The NYC Elder Abuse Center: Strengthening the Response to Elder Abuse Breckman, Risa; Lachs; 20 4 FALL 2010 44 Utilizing a Collaborative Model Solomon, Joy
Where to Go After Homecare: Other Community Resources for Senior Roach, George L. 20 4 FALL 2010 47 Citizens
Real Estate Appraising: An Overview Lucas, George 20 4 FALL 2010 49
Recent New York Cases Raskin, Judith B. 20 4 FALL 2010 50
Advance Directive News: Legislative Authority for Surrogate Decision Making Makofsky, Ellen G. 20 4 FALL 2010 53 by Same-Sex Couples
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 Pasculli, Felicia 20 4 FALL 2010 61 Your Planning
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, 21 1 WINTER 2011 13 Rafael
The Roth IRA Conversion: A Unique Opportunity Pfeiffer, William; Stefans, 21 1 WINTER 2011 16 Donna M.
Alleged Onset Date for Retirement, Survivors, Disability Insurance and Kane, Arlene 21 1 WINTER 2011 18 Supplemental Security Income—Recent Critical Implications
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 Gilder, Evan M. 21 1 WINTER 2011 26 Domestic Employers in New York State
Using Life Estates in Medicaid Planning Meshnick, Stacey 21 1 WINTER 2011 30
Hospice and Palliative Care in New York: Changing Landscape for Patients, Morrissey, Mary Beth; 21 1 WINTER 2011 32 Families and Providers in Health Decision Making Leven, David C.
Death Before Determination: Securing Retroactive Medicaid Home Care Cona, Jennifer B. 21 1 WINTER 2011 40 Benefits
Early Termination Provisions in First Party Self Settled and Pooled Trusts— Mascali, Robert P.; O’Hara, 21 1 WINTER 2011 42 Recent Changes to the POMS Amy C.
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 Eddy, Rebecca R. 21 1 WINTER 2011 51 Help Seniors in the 21st Century
Recent New York Cases Raskin, Judith B. 21 1 WINTER 2011 53
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 Arkontaky, Adrienne 21 1 WINTER 2011 57 Protection of Public Benefits While Enhancing the Quality of Life of an Individual with Disabilities The Intersection Between VA Pension Benefits and Medicaid-Qualifying Pasculli, Felicia 21 1 WINTER 2011 59 Trusts
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 Howlett, Patricia; Blair, 21 2 SPRING 2011 4 Educational Needs Maggie; Howlett, Charles F.
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- Kruger, Robert; Lamberti, 21 2 SPRING 2011 38 Committee Report Anthony; Miller, Ira
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
Recent New York Cases Raskin, Judith B. 21 2 SPRING 2011 47
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, 21 3 SUMMER 2011 10 Trilby
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, 21 3 SUMMER 2011 25 Laura
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 Paris, Barbara; Breznay, 21 3 SUMMER 2011 31 Guardians and Other Surrogates Jennifer
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 Gilder, Evan M. 21 3 SUMMER 2011 41 York State
Ethics Poll Conducted by the Elder Law Section Ethics Committee Raskin, Judith B.; Kaplan, 21 3 SUMMER 2011 43 Natalie J.
Recent New York Cases Raskin, Judith B. 21 3 SUMMER 2011 45
Guardianship News: Mental Illness Kruger, Robert 21 3 SUMMER 2011 47
The Effect of a Special Needs Trust on Benefits Other Than Supplemental Arkontaky, Adrienne J. 21 3 SUMMER 2011 49 Security Income and Medicaid (Part 2)
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 Swidler, Robert N. 21 3 SUMMER 2011 56 Disabilities: A Chart of Applicable Laws and Regulations
Honoring Patient Preference at the End of Life: The MOLST Process and the Lipson, Karen; Karmel, 21 3 SUMMER 2011 62 Family Health Care Decisions Act Jonathan
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 Leven, David C. 21 3 SUMMER 2011 89 the Family Health Care Decisions Act
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; 21 4 FALL 2011 15 Berman, Jacquelin
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 Whalen, Elizabeth A. 21 4 FALL 2011 24 Obligations Clarified and Expanded in 2011 Final Regulations
Palliative Care Information Act: A Social Perspective— Levine, Amy 21 4 FALL 2011 28 What Candid Conversations Will Mean for You
Personal Care at Home and the Americans with Disabilities Act: How Much 21 4 FALL 2011 30 Care Is Enough, and Who Decides? Amicus Curiae Memorandum of Law in U.S. v. Feldman/U.S. v. City of New York (SDNY)
Recent New York Cases Raskin, Judith B. 21 4 FALL 2011 41
Advance Directive News: Topsy-Turvy Health Care Decision-Making Makofsky, Ellen G. 21 4 FALL 2011 43
Guardianship News Kruger, Robert 21 4 FALL 2011 45
Supplemental Needs Trusts: Pooled Trusts Remainder Funds—Where Does Mascali, Robert 21 4 FALL 2011 48 the Money Go?
What Families Do When a Loved One with Disabilities Is Denied the Home Arkontaky, Adrienne J. 21 4 FALL 2011 50 and Community-Based Waiver
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 Blau, Andrea F. 22 1 WINTER 2012 8 the Voiceless
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: Burke, Courtney 22 1 WINTER 2012 14 Crafting a Plan for Delivering Comprehensive, Person-Centered Care
Medicare Prescription Drug Coverage: Barriers to Access at the Pharmacy Goggin-Callahan, Doug 22 1 WINTER 2012 18 Counter
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 Maltby, John 22 1 WINTER 2012 30 New York
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 Meyers, Sara 22 1 WINTER 2012 44 Parents of Adult Disabled Children: A Case Study
Recent New York Cases Raskin, Judith B. 22 1 WINTER 2012 46
The Proper Purpose of Assessments in the IEP Process: It's a Lot More Than Rifkin, Anthony 22 1 WINTER 2012 49 Reporting a Score Ticket to Work—Support Services for People Who Live With a Disability and Arkontaky, Adrienne 22 1 WINTER 2012 53 Want to Work
Advocates' Letter to Centers for Medicare & Medicaid Services Dooha, Susan; Salzman, 22 1 WINTER 2012 55 Leslie; Mueller, Roberta; Stevens, Jane Greengold; Vaamonde, Liliana; Keilin, Nina; de Jung, Trilby; Rosenberg, Joseph
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 Strauss, Peter J.; 22 2 SPRING 2012 8 an Article 81 Proceeding Trigoboff, Kim F.
Beyond the Routine Advance Directives: An Important End-of-Life Issue That Sarlis, Jim D.; 22 2 SPRING 2012 15 Can Easily Be Missed Somekh, Lori
Administering Supplemental and Special Needs Trusts: What the Trustee of Robert, Joan Lensky 22 2 SPRING 2012 18 an SNT Needs to Know About SSI and Medicaid
Medicaid Fair Hearings and the “Continuum of Care” from a Government McLane, Daniel S. 22 2 SPRING 2012 26 Perspective
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 Krupka, Elana 22 2 SPRING 2012 33 Planning
Drafting Special Needs Trusts That Are Tailored to the Needs of the Enea, Anthony J. 22 2 SPRING 2012 35 Beneficiary: A Primer
Bullying and a Discussion of T.K. and S.K., Individually and on Behalf of L.K. Walsh, Tracey Spencer 22 2 SPRING 2012 39 v. New York City Department of Education
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 Cuddy, Andrew K.; 22 2 SPRING 2012 43 Opportunities for the Special Needs/Elder Law Attorney Cuddy, Michael J., Jr.
Recent New York Cases Raskin, Judith B. 22 2 SPRING 2012 46
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.; 22 2 SPRING 2012 50 Kurre, Robert J.
Elder Law Section Ethics Committee Poll #3 Raskin, Judith B.; 22 2 SPRING 2012 52 Kaplan, Natalie J.
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 Jerian, Kathryn E.; 22 3 SUMMER 2012 11 Party in a Personal Injury Action Mascali, Robert P.
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 Rosenberg, Joseph A. 22 3 SUMMER 2012 17 What or Now What?
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 Gruner, Joseph H. 22 3 SUMMER 2012 37 Elderly, Impaired and Infirm
Your Client’s Home in the Irrevocable Medicaid Qualifying Trust: To “Use” and Butler, Diane Lynne ; 22 3 SUMMER 2012 40 to “Occupy” Ansanelli, Vincent W.
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.; 22 3 SUMMER 2012 47 Kaplan, Natalie J.
Recent New York Cases Raskin, Judith B. 22 3 SUMMER 2012 48
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 22 4 FALL 2012 19 Adamo, Moriah 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 New York Cases Raskin, Judith B. 22 4 FALL 2012 29
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 22 4 FALL 2012 34 Chickens in the Bathroom
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.; 23 1 WINTER 2013 11 Villani, James M.
Mediation: It's Not Just When the Marriage Breaks Up Martinez, Antonia J.; 23 1 WINTER 2013 15 Shaw, Robert W.
The Achieving a Better Life Experience (ABLE) Act of 2011: Good Intentions, Pleat, Tara Anne; 23 1 WINTER 2013 18 Questionable Results Wilcenski, Edward V.
Balancing the Interests of a Minor and a Parent Where the Minor Is the Injured Jerian, Kathryn E. 23 1 WINTER 2013 22 Party in a Personal Injury Action—Part Two: Establishing the Chosen Settlement Vehicle
Recent New York Cases Raskin, Judith B. 23 1 WINTER 2013 25
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 23 1 WINTER 2013 33 York State
Putting the Pieces of the Puzzle Together: Special Needs Planning for the Mechaly, Lauren I. 23 2 SPRING 2013 6 Special Needs Young Adult
Qualified Tuition Programs / 529 Plans and the Individual with Disabilities Simha, Mordecai Y.; 23 2 SPRING 2013 11 Simha, Elana M. Krupka 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 Roizin, Rosanna 23 2 SPRING 2013 18 Transition to Managed Long Term Care
Special Needs Planning and New York’s Amended Decanting Statute Briand, Elizabeth C.; 23 2 SPRING 2013 20 Moskowitz, Sarah C.
The Importance of the Express Provisions of the IEP for Students with McGinley, Maria C. 23 2 SPRING 2013 24 Disabilities and the Impact of R.E. v. N.Y.C. Dep’t of Educ.
Concussions in Children and Adolescents: Yellin,Paul B., M.D., 23 2 SPRING 2013 27 A Shifting Medical and Legal Landscape Yellin, Susan
The Role of Counsel Valentin, Elizabeth; 23 2 SPRING 2013 31 Kruger, Robert
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; 23 2 SPRING 2013 35 Solomon, Joy
Ten Tips for Serving as an Article 81 Guardian Mooney, Christine; 23 2 SPRING 2013 38 Nydick, Leslie
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.; 23 2 SPRING 2013 44 Kaplan, Natalie J.
Recent New York Cases Raskin, Judith B. 23 2 SPRING 2013 46
Using a Supplemental Needs Trusts in Special Education Litigation Arkontaky, Adrienne; 23 2 SPRING 2013 48 Mascali, Robert P.
Remembering Hon. Joel K. Asarch Robert, Joan Lensky 23 3 SUMMER 2013 11
Estate Planning 2013 and Beyond Peck, Lawrence J.; 23 3 SUMMER 2013 13 Aronson, Peter
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; 23 3 SUMMER 2013 34 de Jung, Trilby; Farrell, Leah
The Importance of Using Pooled Supplemental Needs Trusts in the New Era Kandel, Mia; Silver, Carolyn 23 3 SUMMER 2013 36 of Medicaid Managed Long Term Care
Coverage Confusion: Untangling Myths About the Medicare Home Health Goggin-Callahan, Doug 23 3 SUMMER 2013 39 Benefit
Knowledge of Family Dynamics: Useful or Not When Your Client or Your Skwerer, Lory Alissa 23 3 SUMMER 2013 42 Client’s Parent Is Receiving Home Care?
Problems in the Assessment of Testamentary Capacity Mart, Eric G. , Ph.D., ABBP 23 3 SUMMER 2013 47 (Forensic)
Recent New York Cases Raskin, Judith B. 23 3 SUMMER 2013 54
Recent Tax Bits and Pieces Okrent, David R. 23 3 SUMMER 2013 56
René Reixach, Jr. Discusses His Law School Admission, Dating, and Ideal Kaplan, Natalie J. 23 3 SUMMER 2013 61 Drinking Companion
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 Cook, Logan M. 23 4 FALL 2013 17 Recommendations
Scenes from the Summer Meeting 23 4 FALL 2013 22
Funding Home Programs and Private Schools—Possible, Yes! Easy? Not Spencer Walsh, Tracey 23 4 FALL 2013 28 Exactly
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
Recent New York Cases Raskin, Judith B. 23 4 FALL 2013 34
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 Goldfarb, David 24 1 WINTER 2014 15 Managed Long Term Care
Brooklyn Law School Launches Elder Rights Clinic Lok, Deirdre M.W.; 24 1 WINTER 2014 17 Landry-Reyes, Jane
Article 81 Guardianship: Termination, Modification, and Removal Donaldson, Stephen 24 1 WINTER 2014 18
Recent New York Cases Raskin, Judith B. 24 1 WINTER 2014 25
Advance Directive News: Hard Choices Makofsky, Ellen G. 24 1 WINTER 2014 26
Recent Tax Bits and Pieces Okrent, David R. 24 1 WINTER 2014 27
Guardianship News: Investments Kruger, Robert 24 1 WINTER 2014 31
Insider Experience Within the Health Care System: Prepare for the Blau, Andrea F. 24 1 WINTER 2014 34 Unexpected!!
Elder Law Section Ethics Committee Poll #8 Results Raskin, Judith B.; 24 1 WINTER 2014 36 Kaplan, Natalie J.
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 Forspan, Elizabeth; 24 2 SPRING 2014 10 Impoverishment Rules in Spousal Refusal Cases Moskowitz, Sarah C.
Protecting the Most Vulnerable of Our Communities: Legislative Responses to Doherty, William A. 24 2 SPRING 2014 14 Particularly Offensive Crimes—Criminal Statutes Aimed at Protecting the Health and Welfare of Incompetent, Physically Disabled and Vulnerable Elderly Persons
Misuse of Antipsychotic Drugs in Nursing Homes: Are We Making Any Edelman, Toby 24 2 SPRING 2014 23 Progress?
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
Recent New York Cases Raskin, Judith B. 24 2 SPRING 2014 49
Elder Law and Special Needs Section Ethics Committee Poll #9 Raskin, Judith B.; 24 2 SPRING 2014 51 Kaplan, Natalie J.
"Ableism" in the Legal Sphere: An Analysis of MHL Article 81 Adult Meyer, Anne P. 24 3 SUMMER 2014 7 Guardianship of Persons with Intellectual Disabilities
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 Rheinhardt, Jeffrey N. 24 3 SUMMER 2014 27 "Observation Status"
Guardianship News: Unpleasant People Kruger, Robert 24 3 SUMMER 2014 32
Recent Tax Bits and Pieces Okrent, David R. 24 3 SUMMER 2014 33
Recent New York Cases Raskin, Judith B. 24 3 SUMMER 2014 36 Time for Change in New York's Managed Long-term Care—An Advocate's Borgmann, Jota; 24 3 SUMMER 2014 37 Letter Coalition of Advocates
Practical Considerations for Attorneys and Trustees: Trust Decanting After Candido, Elizabeth A. 24 4 FALL 2014 7 Matter of Kroll
Matrimonial Actions and the Use of Supplemental Needs Trusts for Individuals Simha, Elana M.; 24 4 FALL 2014 9 with Disabilities Simha, Mordecai Y.
Universal Service in the 21st Century: Improving Telecommunications Chu, Michelle K. 24 4 FALL 2014 12 Accessibility for Americans with Disabilities
Balancing Autonomy and Beneficence: The Legal, Sociopolitical, and Benston, Shawna 24 4 FALL 2014 22 Philosophical History of and Support for Legalizing Assisted Suicide
Financial Exploitation of the Elderly: Legislative Update Klampert, Elizabeth Henry; 24 4 FALL 2014 29 Levin, Malya
Heeding the Call: Response to National Survey on Elder Law Education Solomon, Joy; 24 4 FALL 2014 31 Feinman, Meredith
HUD’s New Regulations, Passed in the Wake of Bennett v. Donovan, Offer Sarlis, Jim D. 24 4 FALL 2014 33 Protections for Non-Borrower Spouses in Reverse Mortgage Situations
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
Recent New York Cases Raskin, Judith B. 24 4 FALL 2014 42
Avoiding Minefields on the Homefront: The Veterans Administration, Veterans Doherty, William A. 25 1 WINTER 2015 7 Benefits and How Attorneys Can Help Our Veterans Navigate the Field Safely
Updates to the New York State Family Offense Petition Provide New Sarah Duval 25 1 WINTER 2015 16 Protections from Financial Exploitation
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 Mahoney, Keri 25 1 WINTER 2015 20 AIP
Recent Tax Bits and Pieces Okrent, David R. 25 1 WINTER 2015 21 Resolving Conflicts Among Multiple Surrogates Under the Family Health Care Angley, Patricia L. 25 1 WINTER 2015 27 Decisions Act
Recent New York Cases Raskin, Judith B. 25 1 WINTER 2015 32
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 25 2 SPRING 2015 14 from Jason A. Helgerson, Medicaid Director, New York State Office of Health Insurance Programs
The Transfer of an Incapacitated Person Outside the Jurisdiction of New York Francis, Leslie; Mooney, 25 2 SPRING 2015 16 State Christine
Understanding the "Undue" in "Undue Influence" Enea, Anthony J. 25 2 SPRING 2015 19
Special Education Law Lingo Libutti, Eileen; Frankola, 25 2 SPRING 2015 21 Jennifer; Ruggieri, Julie
Ethics Poll #11 Results Kaplan, Natalie J.; Tribble, 25 2 SPRING 2015 26 Phillip; Raskin, Judith B.
Welcome to the Community! Calareso, JulieAnn 25 3 SUMMER/ 2015 9 FALL
Why You Should Consider Donating a Lapsing Insurance Policy to a Charity Enea, Anthony J.; 25 3 SUMMER/ 2015 12 Meyers, Michael L. FALL
Elder Abuse Committee Spotlight 25 3 SUMMER/ 2015 13 FALL
Aging Outside the Traditional Family: Problems and Possibilities Russell, Cate; 25 3 SUMMER/ 2015 14 Qureshi, Hina; FALL Lok, Deirdre
Protecting Nursing Home Residents from Chemical Restraints: Action Is Mollot, Richard 25 3 SUMMER/ 2015 17 Needed to Reduce and Eliminate Widespread Inappropriate Antipsychotic FALL Drugging
Testimony for a Hearing on Antipsychotic Drugs in Nursing Homes Mollot, Richard 25 3 SUMMER/ 2015 21 FALL
Guardianship News: Combat Pay Kruger, Robert 25 3 SUMMER/ 2015 24 FALL
Recent New York Cases Dello-Iacono, Anne E. 25 3 SUMMER/ 2015 27 FALL
Adventures in Fly Fishing: An Interview with Marty Hersh, Self-Proclaimed Coombs, Jessica 25 3 SUMMER/ 2015 29 “Disney Nut” FALL
Elder Law and Special Needs Section Summer Meeting Lawlor, Tammy; 25 3 SUMMER/ 2015 32 Fatoullah, Ronald FALL
Protecting the Vulnerable Beneficiaries of Special Needs Trusts and Other Glen, Kristin Booth 26 1 WINTER 2016 7 Trusts: Re-Purposing the "Trust Protector"
Should They Go or Should They Stay? Issue-Spotting for the New York lawyer Fanizza, Joanne 26 1 WINTER 2016 16 Whose Clients May Be Considering a Change in Domicile to Florida
Update on Immediate Needs Medicaid: New Section Added to Social Services Mukerji, Deepankar 26 1 WINTER 2016 21 Law
Legislation Committee Spotlight 26 1 WINTER 2016 23
Naming a Supplemental Needs Trust as a Beneficiary of a Charitable Gray, George H. 26 1 WINTER 2016 24 Remainder Trust
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 Levin, Malya; Solomon, 26 1 WINTER 2016 32 Henry Rayhons Joy; Lok, Deirdre
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 26 1 WINTER 2016 48 McKenna, Judy
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 Pierro, Louis W. 26 2 SPRING 2016 24 York Shape the Elder Law Attorney’s Approach to Medicaid Planning
Member Spotlight: Cora Alsante Carpenter, Katy 26 2 SPRING 2016 29
2016 Annual Meeting Reflects Broad Scope of the Practice of Elder Law and Robert, Joan Lensky 26 2 SPRING 2016 31 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.; 26 2 SPRING 2016 38 Casserly, Michelle I.
Deficit Reduction Act of 2005: Changes to the Medicaid Look Back and Amoruso, Michael J. 26 2 SPRING 2016 41 Commencement of the Penalty Period
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 Enea, Anthony J. 26 2 SPRING 2016 53 York Needs to Catch Up
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 Weinblatt, Richard A. 26 2 SPRING 2016 57 Program
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 Gray, George H. 26 3 SUMMER 2016 7 Income?
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 26 4 FALL 2016 17 Bernard A. Krooks
Committee Spotlight: Legislation Committee Deepankar Mukerji and 26 4 FALL 2016 19 Jeffrey Asher
Elder Law and Special Needs Section 2016 Summer Meeting Britt Burner and David 26 4 FALL 2016 21 Kronenberg
The Treatment and Marshaling of Joint Accounts in an Article 81 Guardianship Anthony J. Enea 26 4 FALL 2016 25 Proceeding
Powers of Attorney: Ascertaining Capacity? Sarah Duval and Malya 26 4 FALL 2016 29 Kurzweil Levin
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, Aaron Kurtzer and Jordan 27 1 WINTER 2017 9 Don’t Tell” Lipschik with Professor Deirdre M.W. Lok and Malya Kurzweil Levin 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 Regina Kiperman and 27 1 WINTER 2017 16 Stream for Purposes of the Institutional Medicaid “Snapshot" Naomi Levin
Elder Law and Special Needs Section 2016 Fall Conference Debrief Moira S. Laidlaw and 27 1 WINTER 2017 19 Christopher Bray
Loan Programs for Properties in Irrevocable Trusts? How to Navigate Through Britt Burner and Frank 27 1 WINTER 2017 23 Trust Lending Options Melia
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 27 2 SPRING 2017 46 Salvatore M. Di Costanzo
NYSBA Elder Law and Special Needs Section Legislation Committee Spring Deepankar Mukerji and 27 2 SPRING 2017 48 2017 Update Jeffrey Asher
Prescription for Disaster: Addressing the Problem of Medication Error in the Jim D. Sarlis 27 2 SPRING 2017 63 Elder Population
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 27 2 SPRING 2017 69 Naomi Levin
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 Gray, George H. 27 3 SUMMER 2017 34 the Who and Why of a Distribution
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 Hyer, James L.; Stieglitz, 27 4 FALL 2017 7 Proceeding Steven M.
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: Wilcenski, Edward V. 28 1 WINTER 2018 5 The Framework for an Improved Approach
Income Tax Refunds: Another Arrow in the Medicaid Planning Quiver Brooks, Kameron; Frantz, 28 1 WINTER 2018 16 Jay William Thinking of Sitting for the CELA Exam? What You May Want to Know Before Shapiro, Richard J. 28 1 WINTER 2018 18 Taking the Plunge
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 28 1 WINTER 2018 29 Levin, Malya
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 Bogart, Valerie 28 2 Spring 2018 5 Hearing—Started May 1, 2018
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 Mooney, Christine A 28 2 Spring 2018 25 Protecting Assets of the Incapacitated Person
Committee Spotlight: NYSBA Elder Law and Special Needs Section Mukerji, Deepankar; Asher, 28 2 Spring 2018 27 Legislative Update Jeffrey
Senior Member Spotlight: Jeff Asher Carpenter, Katy 28 2 Spring 2018 36
The Lasting Power of Attorney. Remembering the Sweeping Changes Made in Eminowicz, Antony M. 28 2 Spring 2018 39 England Back in 2007
The Latino Elderly in New York, an Introduction for Elder Law Attorneys: What Escobar, Veronica 28 3 Summer 2018 9 You Should Know About the Fastest Growing Group in the United States
Psychiatric Advance Directives: A New York Perspective Blau, Ronna; Volpe, Lisa; 28 3 Summer 2018 15 Coe, Christy; Strodel, Kathryn New York Article 9 Proceedings: Hospitalization of the Mentally Ill Rosen, Jamie A. 28 3 Summer 2018 21
Young Lawyers Corner: The Elder Law and Special Needs Section’s Young Carpenter, Katy 28 3 Summer 2018 23 Lawyer Committee at the Metropolitan Museum of Art
Senior Member and New Member Spotlights: Anthony and Lauren Enea Carpenter, Katy 28 3 Summer 2018 29
Obviating the Need for Guardianship With Powers of Attorney: It’s Not as Easy Reiter, Daniel J. 28 3 Summer 2018 31 as You Think
New York NAELA Niche: The Social Security Administration Releases the Mascali, Robert P. 28 3 Summer 2018 35 POMS on SNTs...Finally!!
Committee Spotlight: Special Education Committee Arkontaky, Adrienne 28 3 Summer 2018 40 NYSBA Elder Law and Special Needs Section Committee 2018 Update