Post on 19-Jun-2022
ELDER LAW ATTORNEY/ELDER AND SPECIAL NEEDS LAW JOURNAL INDEX (2000-Present)
Title Author Vol. No. Issue Yr. Pg
The Securities and Commodities Broker and the Elder Clients' Rights—A Practitioner's Kit
Mushkin, Martin 2 2 FALL/WIN 92 22
Optimizing Transfers Under MCCA (Maximize the Savings/Minimize the Penalty)
Russo, Vincent J.; Kramer, Frederick J.
2 2 FALL/WIN 92 26
Every WHOOPIE Needs a GRIT or Estate Planning for the Well Off Older Person
Gilbert, Vivienne 2 2 FALL/WIN 92 35
The Family Partnership—A Management Tool for the Elderly Client Wolff, Robert L. 3 1 SPRING 93 5
Aging in Place With Supplemental Needs Trusts Robert, Joan Lensky; Robert, Charles
3 1 SPRING 93 7
The Adult Guardian—Mental Hygiene Law, Article 81 Beane, Leona 3 1 SPRING 93 27
The Role of Long-Term Care Insurance in Estate Planning Birnbaum, Bruce L. 3 1 SPRING 93 41
Medicaid Provisions of OBRA ‘93 Shilling, Dana 3 2 FALL/WIN 93 6
The Obligation of Guardians Under Article 81 of the Mental Hygiene Law to Apply to Have Their Powers Modified
Salzman, Ira 3 2 FALL/WIN 93 11
Asset Management for the Elderly—Coordinating the Efforts of the Client, the Family, the Attorney and the Financial Advisor
Horowitz, Fredric R. 3 2 FALL/WIN 93 17
Long-Term Care Insurance for the 90’s Gruenwald, Abraham I. 3 2 FALL/WIN 93 22
The Budget and Medicaid Zahnleuter, Linda 4 1 SUMMER 94 8
Article 81: One Year Later Newman, J. ; Abrams, R.; Flowers, E. L.
4 1 SUMMER 94 10
IRAs, the Forgotten Asset Wolff, Robert L. 4 1 SUMMER 94 18
The Lawyer, the GCM, the Forest and the Trees Dolen, Lenise 4 1 SUMMER 94 22
Ethics of Elder Law Kruger, Robert 4 1 SUMMER 94 26
Is Article 81 in Your Client’s Future? Harrison, Elaine 4 2 WINTER 94 4
Crisis Issues in Golden Year Marriages DaSilva, Willard H. 4 2 WINTER 94 7
NYS Implements the Omnibus Reconciliation Act of 1993 Russo, Vincent; Rachlin, Marvin
4 2 WINTER 94 13
Estate Planning for the Elderly Client Wolff, Jr., Robert L. 4 2 WINTER 94 17
Estate Planning to Protect Persons with Serious Disabilities—A View From Across the Hudson
Friedman, Lawrence A. 5 1 SPRING 95 18
Article 81—How’s It Doing Leinheardt, Wallace L. 5 1 SPRING 95 23
Managed Health Care Programs - An Alternative For Your 65+ Clients Squitieri, Janet 5 1 SPRING 95 38
Practical Aspects of Discovery and Turnover Proceedings Under Article 81 of the Mental Hygiene Law
Bomba, Margaret Ann 5 1 SPRING 95 41
A New Deduction for the Family Home Davidow, Lawrence Eric 5 2 FALL 95 7
New Disclosure Requirements To Testators for Attorney/Draftspersons Carp, Gerald I.; Schlesinger, Sanford J.
5 2 FALL 95 10
Medicaid Planning by Guardians Krooks, Howard S.; Krooks, Bernard A.
5 2 FALL 95 13
Publicizing the Supplemental Need Trusts Petroff, Martin 5 2 FALL 95 18
Spousal Issues Dominate Summer Program Robert, Joan Lensky 5 2 FALL 95 21
Medicaid and Elder Law: 1995 Legislative Update Fatoullah, Ellice; Glickstein, Richard
5 2 FALL 95 25
The Law and Aging Strauss, Peter J. 6 1 WINTER 96 4
First LTC Experience Study Completed Corliss, Gary L. 6 1 WINTER 96 8
Second Circuit to Review Medicare Treating Physician Rule Robert, Charles 6 1 WINTER 96 10
Update on Nursing Home Regional Rate Study Krooks, Bernard A. 6 1 WINTER 96 12
Tax Tips Wolff, Robert L. 6 1 WINTER 96 14
Enhanced Community Spouse Resource Allowance, The (Practice Tip) Atlas, Howard J. 6 1 WINTER 96 16
State Bar Activities and Federal Legislation Fatoullah, Ellice 6 1 WINTER 96 17
Legislative Changes Urged for Article 81 Leinheardt, Wallace L. 6 1 WINTER 96 20
Beyond the Statutes: Courts Add Criteria for Supplemental Needs Trusts Goldfarb, David 6 1 WINTER 96 24
The New New York State Estate Tax Principal Residence Deduction Engel, Ralph M. 6 1 WINTER 96 26
Legal Services for the Elderly Dougherty, Donna 6 1 WINTER 96 28
End of One-Third Reduction for SSI Recipients with High Rent Robert, Charles 6 1 WINTER 96 30
Tax Issues in Representing the Elderly O'Connor, Michael E. 6 2 SUMMER 96 5
Income, Estate and Gift Taxation of Supplemental Needs Trusts Kutzin, Michael S.; Goldfarb, David
6 2 SUMMER 96 9
Having Your Cake and Eating It: Tax Benefits of Deferred Charitable Gifts Finn, Martin S.; Lavelle, John H.
6 2 SUMMER 96 11
Gallenstein v. U.S. The Case and the Possible Income Tax Benefit That Follows
Kelley, Ralph B. 6 2 SUMMER 96 14
Saving the Family Home and Miscellaneous Costs Davidow, Lawrence Eric 6 2 SUMMER 96 16
Family Court Practice in the Medicaid Context Koldin, Stephen K. 6 2 SUMMER 96 19
An Introduction to Managed Care for the Elder Law Attorney Siegel, Shana 6 2 SUMMER 96 23
Use of Transfer of Assets and Spousal Refusal for Medicaid and Estate Planning Under Article 81
Frosco, Donna 6 2 SUMMER 96 25
Report on Intensive Forum on Long Term Care Rabbino, Mitchell W. 6 2 SUMMER 96 26
IRS Rules on Deductible Interest in Home Purchases (Tax Tips) Wolff, Robert L. 6 2 SUMMER 96 33
Irrevocable Income Only Trusts Atlas, Howard J. 6 2 SUMMER 96 36
Good News for Some SCRIE Recipients (Legal Services for the Elderly) Dougherty, Donna 6 2 SUMMER 96 38
Recent Developments in Florida Law of Interest to New York Practitioners Wiesner, Ira S. 6 2 SUMMER 96 40
Abuse of the Elderly and Infirm Bomba, Margaret Ann 6 3 FALL 96 4
Elder Abuse: Available Remedies in Family and Criminal Courts Hoffman, Lee 6 3 FALL 96 8
Financial Abuse of the Elderly: Joint Bank Accounts, Confidential Relationships and Forfeiture
Kruger, Robert 6 3 FALL 96 11
Handling Complaints About Nursing Home Care Murphy, Jean 6 3 FALL 96 16
Elder Law Update: New York Elder Abuse Legislation Davidow, Lawrence E.; Stern, Steven H.
6 3 FALL 96 18
Tax Tips Wolff, Robert L. 6 3 FALL 96 20
Assisted Living: Integrating Housing and Services for Older People Prosper, Vera 6 3 FALL 96 23
New Statutory General Power of Attorney Belson, Ellen Siev 6 3 FALL 96 28
Public Guardianship Issues for New York: Insights from Research Schmidt, Winsor G. 6 3 FALL 96 31
An Analysis of Welfare Reform and Its Effects on Medicaid for Immigrants Dougherty, Donna 6 3 FALL 96 38
Elder Financial Planning, Annuities, Life Insurance, and Other Retirement and Estate Strategies
Clapp, Alfred C., Jr. 7 1 WINTER 97 10
Long-Term Care Insurance in New York: What's New and What's Noteworthy Whitman, Johnston de F., Jr.
7 1 WINTER 97 14
Favorable Tax Treatment for Long-Term Care Insurance Passes Koski, Andrew 7 1 WINTER 97 19
A Review of the 1996 Health Insurance Act and Tax Treatment of Long-Term Care Insurance
Clapp, Alfred C., Jr. 7 1 WINTER 97 21
Living Benefits: New Use for Life Insurance Benefits by Seriously Ill Individuals Drivanos, Patricia C. 7 1 WINTER 97 24
Legal Issues Surrounding Managed Care Siegel, Shana; Abrams, Robert
7 1 WINTER 97 27
The Task Force on Long-Term Care Financing: Will New York's Future Be Secure?
Pierro, Louis W. 7 1 WINTER 97 29
The Elder Law Section's Response to the Task Force on Long-Term Care's Report
Strauss, Peter J. 7 1 WINTER 97 35
Medicare Supplement Insurance Rules Revised Koski, Andrew 7 1 WINTER 97 37
The New York State Partnership for Long-Term Care—An Update Pierro, Louis W. 7 1 WINTER 97 40
Elder Law in Cyberspace: The Journey Begins Gallagher, Stephen; Miller, Ira K.
7 1 WINTER 97 42
Tax Tips Wolff, Robert L. 7 1 WINTER 97 43
Ethical Issues Confronting the Attorney for an Alleged Incapacitated Person in an Article 81 Guardianship Proceeding
Salzman, Ira 7 2 SPRING 97 7
Attorneys for Guardians Have Duties to Incapacitated Persons Even Without Privity
Hurme, Sally Balch 7 2 SPRING 97 15
Frivolous Guardians Proceedings: Ethical and Monetary Implications Cahill, James H., Jr. 7 2 SPRING 97 19
Ethical Considerations of Elder Law Practice Dubner, Michelle 7 2 SPRING 97 22
First Do No Harm: Ethical Issues in the Divestment of Assets in Medicaid Planning
Lancaster, William W., III 7 2 SPRING 97 23
Ethical Challenges in Advising the Elderly on Living Wills and Health Care Proxies
Moskowitz, Ellen H. 7 2 SPRING 97 28
The Long-Term Care Facility Perspective on Elder Law Ethics Reingold, Daniel 7 2 SPRING 97 30
Government Attorneys Have Ethical Duties, Too Robert, Charles 7 2 SPRING 97 33
Medicare Reform: 1997 or What a Difference a Year Makes Baker, Joseph R., III 7 2 SPRING 97 47
Prearranged Funerals: for the Consumer and the Medicaid Recipient Davidow, Lawrence Eric; Stern, Steven H.
7 2 SPRING 97 50
Prearranged Funerals: for the Consumer and the Medicaid Recipient Stern, Steven H.; Davidow, Lawrence Eric
7 2 SPRING 97 50
Random Thoughts of a Country Lawyer: The Unethical Epstein, Jacob J. 7 2 SPRING 97 52
Bar Association Committee Requests Rules Revision to Address Problem of Incompetent Clients
Minkoff, Ronald 7 2 SPRING 97 55
Pooled Trusts for People with Disabilities Rosenberg, Joseph A. 7 3 FALL 97 4
Managing Assets for the Incapacitated: Guardianship Versus Supplemental Needs Trust
Bermingham, Ann B. 7 3 FALL 97 14
Real Property Proceedings for Incapacitated Persons: Practical Tips Lerner, Steven P. 7 3 FALL 97 19
Guardianship Proceedings from a Health Care Facility's Perspective Koopersmith, Eve Green 7 3 FALL 97 37
Physician/Patient Privilege as it Applies to Guardianship Proceedings Black, Bronwyn 7 3 FALL 97 41
Community Guardianship: A Model for the Future Steinberg, Harriette M. 7 3 FALL 97 43
Article 81 Proceedings—Issues for the Court Evaluator When Interviewing an AIP
Kassoff, Robert S. 7 3 FALL 97 44
Right to Refuse Treatment—Special Proceedings and Mental Hygiene Law Article 81 Proceedings Seeking Medical Treatment Decision-Making Authority: A Comparison
Smith, David A. 7 3 FALL 97 46
Mental Hygiene Legal Service: It's Participation in Article 81 Mental Hygiene Law Cases
Baltch, David 7 3 FALL 97 49
Comments from Behind the Bench Devlin, Charles F. 7 3 FALL 97 51
Court-Referred Guardianship Mediation: A Practical Alternative to Article 81 Proceedings
Keegan, Julie Michaels 7 3 FALL 97 53
Assisted Living Program and Proposed Reforms—An Alternative for Low Income Elderly in Need of Care and Housing
Georgiou, Anna L. 7 3 FALL 97 60
Choice Between Fee for Service and Medicare Managed Care McBride, John 8 1 WINTER 98 4
Managed Care: How it Affects the Elderly Di Sarro, Ann G. 8 1 WINTER 98 7
A Program of All-Inclusive Care for the Elderly Young, Lynn Roughley 8 1 WINTER 98 8
Managed Care: Past—Present—Future Blanchard, Raymond S. 8 1 WINTER 98 10
Preparing for "Dignity": Will Physician-Assisted Suicide Become Legal in New York?
Cohen, Adam J. 8 1 WINTER 98 13
Whole Clients as Co-producers in a Community Context: An Agenda for Legal Services for the Elderly
Dencklas, Derek A. 8 1 WINTER 98 20
Benefits of Revocable Lifetime Trusts in Spousal Medicaid Planning, The (Practice Pointers)
Atlas, Howard J. 8 1 WINTER 98 29
Creation and Ongoing Evolution of the Elder Law Section 8 2 SPRING 98 6
Selected Elder Law Resources: Books, Journals, Newsletters and Law Review Articles
Bailly, Rose Mary; Toombs, Kathleen
8 2 SPRING 98 10
Elder Law and the Internet Goldfarb, D.; Silverberg, S.; Miller, I.
8 2 SPRING 98 18
A Special Relationship: The Relationship of the NYSBA Elder Law Section and State and National Organizations
Russo, Vincent J. 8 2 SPRING 98 21
Elder Law and its Foray into the Law School Curriculum Levitin, Nancy; Pantaleo, Frances M.
8 2 SPRING 98 25
Elder Law in a Clinical Setting Rosenberg, Joseph A. 8 2 SPRING 98 27
A Veteran Practitioner's Perspective on the Past and Future of Elder Law Freedman, Robert M. 8 2 SPRING 98 31
Elder Law Before There Was Elder Law 8 2 SPRING 98 32
Elder Law Practitioners: Helping Older Persons and Their Families Alsante, Cora A.; Kravitz, Ellyn S.
8 2 SPRING 98 33
Section Committees: The Path to Professional and Section Development Madigan, Kathryn Grant 8 2 SPRING 98 36
Tactical Estate Planning to Prevent or Prevail in a Will Contest (Practice Pointers)
Atlas, Howard J. 8 2 SPRING 98 38
Postmortem Planning: Use of Disclaimers Fish, Marion Hancock 8 3 SUMMER 98 6
Planning for IRAs and Qualified Plans: Should a QTIP Trust be the Named Beneficiary?
McGraw, Charlene E. 8 3 SUMMER 98 9
Estate Planning—The Second (or Third or Even fourth) Time Around King, John S. 8 3 SUMMER 98 11
Recently Enacted Estate and Gift Tax Changes Dembs, Marcy Robinson 8 3 SUMMER 98 15
The Elder Law Client's Use of the Roth IRA McAuliffe, Sharon A. 8 3 SUMMER 98 16
New York's Supplemental Needs Trusts: Testamentary Bequests Ruffer, Anne B. 8 3 SUMMER 98 19
The Revocable Living Trust as an Estate Planning Tool Sloan, Karin 8 3 SUMMER 98 21
Life Estates: The Family Home and Life Estates Nolfo, Matthew J. 8 3 SUMMER 98 24
Life Insurance for Elder Law Clients Kozol, George 8 3 SUMMER 98 28
A Veteran Practitioner's Perspective on the Past and Future of Elder Law Freedman, Robert M. 8 3 SUMMER 98 31
Transfers of Assets Exclusively for a Purpose other than to Qualify for Medical Assistance
Atlas, Howard J. 8 3 SUMMER 98 32
Medicaid Fair Hearing, The Not Just an Argument, But an Opportunity for Advocacy
Stern, Steven H. 8 4 FALL 98 4
Medicare Appeals Primer, A Baker, Joe; Alvarez, Gisela 8 4 FALL 98 31
Practitioner's Guide to Spousal Support Hearings, A Kravitz, Ellen 8 4 FALL 98 40
Guardianship Litigation Issues That Arise When the Elder Law Attorney is Appointed Counsel for an Alleged Incapacitated Person
Miller, Ira K. 8 4 FALL 98 70
"Granny's Advisor Goes to Jail Act": Observations From the Firing Line Witmer, G. Robert, Jr. 8 4 FALL 98 73
Medicare/MediGap vs. Medicare HMO: An Important Decision for the Elder Law Client (Practice Pointers)
Atlas, Howard J. 8 4 FALL 98 111
Rollover of IRA Proceeds from Trust Permitted (Tax Tips) Wolff, Robert L. 8 4 FALL 98 115
Physician-Assisted Suicide—An Update Alsante, Cora A. 9 1 WINTER 99 4
Legal and Policy Issues Involving Advance Directives and Medical Futility Markenson, Ari J. 9 1 WINTER 99 6
New York, State Task Force on Life and the Law, The Past Accomplishments and Future Directives
Coleman, Carl H;. 9 1 WINTER 99 11
A Practitioner's Guide Health Law 9 1 WINTER 99 15
Six Ethical Issues for the Nation: The Perspective of Robert N. Butler, M.D. Kleyman, Paul 9 1 WINTER 99 17
Basic Principles of Pain Management Westbrook, G. Jay 9 1 WINTER 99 19
Study: System Can Respect Patient Wishes 9 1 WINTER 99 21
Legal Influence at Life's End: Enforcing Rights or Impeding Care? Kapp, Marshall B. 9 1 WINTER 99 24
Decision Making Day: Educating the Public About Advance Directives Reed, Margaret Z. 9 1 WINTER 99 26
1998 Tax Legislation (Tax Tips) Wolff, Robert L. 9 1 WINTER 99 28
Tax Issues in Transferring The Family Home Okrent, David R. 9 2 SPRING 99 4
Powers of Appointment Lipschitz, Lawrence B. 9 2 SPRING 99 14
Article 4 of the Real Property Tax Law Lite, Justine N. 9 2 SPRING 99 16
When a House is No Longer a Home: New York State Medicaid Homestead Rules
Chu, Douglas J. 9 2 SPRING 99 17
Adapting the Home Environment for Alzheimer's Patients DeNoia, Chris 9 2 SPRING 99 21
Preventing Falls at Home Gargiullo, Luz 9 2 SPRING 99 22
Adapting the Outdoor Environment for Alzheimer's Patients DeRose, Mary Frances 9 2 SPRING 99 23
Getting Started with Electornic Mail: An Online Primer Gallagher, Stephen P. 9 3 SUMMER 99 4
Studies Show Legal Profession Relying More on Internet Gallagher, Stephen P. 9 3 SUMMER 99 7
A CLOSER LOOK—Creating a Website: Challenges and Opportunities Gallagher, Stephen P. 9 3 SUMMER 99 10
Computerized Risk Management Helps to Reduce Liability Gallagher, Stephen P. 9 3 SUMMER 99 13
New Competition Requires New Thinking for Lawyers Gallagher, Stephen P. 9 3 SUMMER 99 15
Firms Faced with the Question of How to Keep Key People Gallagher, Stephen P. 9 3 SUMMER 99 17
The Internet: An Overview Dorfman, Jeff 9 3 SUMMER 99 20
Websites of Interest to Elder Law Attorneys Abrams, Robert; Miller, Ira; Silverberg, Steve
9 3 SUMMER 99 33
Tax Tips: Tolling of Tax Refund Statute of Limitations Due to Financial Disability
Gruer, Sharon Kovacs 9 3 SUMMER 99 36
Brown v. Wing—Calculation of Penalty Period Stern, Steven H. 9 4 FALL 99 3
Calvanese and Callahan—Medicaid Liens Robert, Joan Lensky; Robert, Charles
9 4 FALL 99 5
Aliessa v. Whelan—Immigration Scal, Carol I. 9 4 FALL 99 8
In re Floyd Golf v. New York State Department of Social Services, et al.—"Income First" Rule
Levine, Benjamin D. 9 4 FALL 99 9
Spellman—Rights of Recovery Against the Refusing Spouse Fatoullah, Ronald D.; Meshnick, Stacey
9 4 FALL 99 11
Gomprecht—Spousal Support Issues Kravitz, Ellyn S. 9 4 FALL 99 14
Rodriguez v. DeBuono—Safety Monitoring Bogart, Valerie 9 4 FALL 99 15
Bourgeois v. Stadtlerand In re Kashmira Shah Salzman, Ira 9 4 FALL 99 20
Fiscal Assessments Kemp, Susan; Bogart, Valerie
9 4 FALL 99 21
Elderly Non-citizen SSI Claims Samuels, Barbara 9 4 FALL 99 24
Health Care and the Elderly: Albany Agenda Gottfried, Richard N. 10 1 WINTER 2000 3
Informed Consent in the Context of Dementia Care and Research Duke, William M. 10 1 WINTER 2000 5
Elder Abuse—A Proposed Response Costello, Father Coleman 10 1 WINTER 2000 7
The Need for Social Adult Day Care Programs Weprin, Mark 10 1 WINTER 2000 8
Alcohol and Substance Abuse Among the Elderly John, Susan 10 1 WINTER 2000 10
Put It in Trust Blattmachr, Jonathan G. 10 1 WINTER 2000 12
Confessions of a Former Legal Services Attorney Robert, Charles 10 2 SPRING 2000 6
From Poverty Law to Elder Law…A Twenty-Year Perspective from the Public Sector
Roach, George L. 10 2 SPRING 2000 8
The Samuel Sadin Institute on Law Arnason, Sia; Rosenzweig, Ellen
10 2 SPRING 2000 10
The Medicare Rights Center: Empowering Consumers, Helping Professionals Baker, Joe 10 2 SPRING 2000 14
Touro Law Center—Elder Law Clinic Introduction Maligno, Tom 10 2 SPRING 2000 16
Directory of Civil Legal Services for the Elderly Makofsky, Ellen G. 10 2 SPRING 2000 17
Regulatory News: Skilled Care Coverage Under Medicare—Still Worth Fighting For
Pierro, Louis W.; Wilcenski, Edward V.
10 2 SPRING 2000 40
Tax News: New York's Sop Tax: What Do We Do Now? Longstreet, Ami S.; Ruffer Anne B.
10 2 SPRING 2000 46
The View from a Grandmother and Leader: Voices and Visions Horn, Mildred H. 10 3 SUMMER 2000 4
The Big Legal Picture: Grandparents Parenting Grandchildren: A New Family Paradigm
Wallace, Gerard 10 3 SUMMER 2000 10
The View from a New York Private Practitioner in the Trenches: Rights of Grandparents to Visitation and Custody of Their Grandchildren
Wisselman, Jerome A. 10 3 SUMMER 2000 23
The View from the New York State Office of the Aging: In Support of Grandparents
Grahan, William T. 10 3 SUMMER 2000 29
The View from a Grandparent Resource Center: Grandparent Resource Center and Its Legislative Goal
Mendez, Katherine 10 3 SUMMER 2000 38
The View from the Aging Network: Grandparents Raising Grandchildren Brabazon, Kevin 10 3 SUMMER 2000 40
The View from the Social Worker: Sociological and Psychological Issues Faced by Grandparent Caregivers and Those Seeking Visitation Rights
Danner, Joanne M. 10 3 SUMMER 2000 43
Regulatory News: Revisiting Regulation of the Primary Residence Pierro, Louis W.; Wilcenski, Edward V.
10 3 SUMMER 2000 60
Practice News: Keeping Your Eye on the Money (Grandparents Helping Grandchildren while Protecting Assets
Russo, Vincent J. 10 3 SUMMER 2000 64
Tax News: Save for Education and Save on Taxes Too: New York State College Choice Tuition Savings Program
Longstreet, Ami S.; Ruffer, Anne B.
10 3 SUMMER 2000 67
Health Care Continuum News: Medicare Part A Coverage for Skilled Nursing Care in a Skilled Nursing Facility
Kravitz, Ellyn S.; Markenson, Ari
10 3 SUMMER 2000 71
Technology News: Help for Grandparents on the Web Silverberg, Stephen J. 10 3 SUMMER 2000 75
Snowbird News: What Are the Requirements for a Durable Power of Attorney to Be Valid for the Management of Florida Assets?
Osterhout, Julie 10 3 SUMMER 2000 78
Bonus News: Court Appoints Parents Trustee of Child's SNT Polner, Beth L. 10 3 SUMMER 2000 81
An Elder Law Attorney's Guide to the Medicare Home Health Benefit Baker, Joe; Levin, Suzanne; Kronenberg, David I.
10 4 FALL 2000 3
Overview of Medicare+Choice Plan Options Koski, Andrew 10 4 FALL 2000 14
Attorneys Fees and Medicare Representation: The Problem of the Fee Limitation of Title II of the Social Security Act and Medicare Representation
Chiplin, Alfred J., Jr. 10 4 FALL 2000 21
Shouldn't There Be a Medicare Treating Physician Regulation? Robert, Charles; Robert, Joan Lensky
10 4 FALL 2000 25
Case News: Selected Recent New York Cases Raskin, Judith B. 10 4 FALL 2000 32
Legislative News: New York State Statutory Power of Attorney Stern, Steven H.; Krooks, Howard S.
10 4 FALL 2000 36
Regulatory News: Medicare's Unfunded Mandate: Congress Shifts Home Health Care Costs to State
Pierro, Louis W.; Wilcenski, Edward V.; Cohn, Ralph
10 4 FALL 2000 38
Practice News: The First Step to Advocacy Is Knowing the procedural Steps (The Basics of HMO Review and Appeals)
Russo, Vincent J. 10 4 FALL 2000 43
Tax News: Tax Issues Related to Medicare Longstreet, Ami S.; Ruffer, Anne B.
10 4 FALL 2000 46
Health Care Continuum News: Medicare Supplemental Health Insurance Kravitz, Ellyn S. 10 4 FALL 2000 48
Advance Directive News: The Health Care Proxy in the Spotlight Makofsky, Ellen G. 10 4 FALL 2000 50
Capacity News: Determining and Defending the Capacity of Elderly Estate Planning Clients
Pfeifer, Michael L. 10 4 FALL 2000 52
Public Policy News: Long-Term Care Reform Fatoullah, Ronald A. 10 4 FALL 2000 61
Snowbird News: Probate Avoidance: The Better Alternative to Trusts in Florida for Real Estate
Osterhout, Julie 10 4 FALL 2000 63
Public Elder Law Attorney News: The Healey Litigation—The Right to Notice Before Medicare Home Care Is Reduced or Terminated
Bogart, Valerie 10 4 FALL 2000 65
Grandparent Rights News: Grandparent Caregivers: Planning for the Future of Their Grandchildren
Wallace, Gerard 10 4 FALL 2000 67
Bonus News 1: Medicaid Planning in New York: Can an Unequal Joint Tenancy Protect the Family Home?
Sessler, Jennifer R. 10 4 FALL 2000 69
Bonus News 2: Assets of the Deceased Community Spouse Are Not Considered Available to Institutionalized Spouse on Medicaid Until Election Is Made?
Spirn, Ronald A. 10 4 FALL 2000 74
Bonus News 3: All We Are Saying Is Give Mediation a Chance Grey, Robert A. 10 4 FALL 2000 75
Laws of the Retirement States, The Florida Osterhout, Julie 11 1 WINTER 2001 4
Laws of the Retirement States, The Arizona Fleming, Robert B. 11 1 WINTER 2001 8
Laws of the Retirement States, The California Harris, Neil A. 11 1 WINTER 2001 12
Laws of the Retirement States, The North Carolina Johns, A. Frank 11 1 WINTER 2001 20
Laws of the Retirement States, The South Carolina Christensen, Dennis J. 11 1 WINTER 2001 25
Case News: Selected Recent New York Cases Raskin, Judith B. 11 1 WINTER 2001 34
Fair Hearing News Fatoullah, Ellice; Reixach, Rene
11 1 WINTER 2001 36
Legislative News: Protections for the Elderly: "Seniors Safety Act" Stern, Steven H.; Krooks, Howard S.
11 1 WINTER 2001 40
Regulatory News: The Foster Care Independence Act of 1999 and the SSI Program: Just What We Needed--More Transfer of Assett Rules
Pierro, Louis W.; Wilcenski, Edward V.
11 1 WINTER 2001 43
Practice News: Are You Looking for New Clients? (It Is Time to Look Within) Russo, Vincent J. 11 1 WINTER 2001 46
Tax News: When Your Client Moves to Florida, Are Their Income Tax Worries Over?
Longstreet, Ami S.; Ruffer, Anne B.
11 1 WINTER 2001 48
Publication News: "A Family Disease Does Not Have to Become a Family Curse"
Fish, Daniel G. 11 1 WINTER 2001 51
Technology News Silverberg, Stephen J. 11 1 WINTER 2001 53
Advance Directive News Makofsky, Ellen G. 11 1 WINTER 2001 54
Capacity News: Finding Information About Incapacity on the Worldwide Web Pfeifer, Michael L. 11 1 WINTER 2001 56
Guardianship News Kruger, Robert 11 1 WINTER 2001 59
Public Policy News: Spousal Litigation Fatoullah, Ronald A. 11 1 WINTER 2001 61
Snowbird News: Probate Avoidance: Florida Intangible Tax--Past Liability and Future Compliance
Osterhout, Julie 11 1 WINTER 2001 64
Public Elder Law Attorney News: Supreme Court Hears Argument on Legal Services Restrictions
Bogart, Valerie 11 1 WINTER 2001 67
Grandparent Rights News: Alleged Child Abuse: How to Proceed Wallace, Gerard 11 1 WINTER 2001 69
Bonus News: Using the NAMI to Pay the Personal Needs Guardian Polner, Beth 11 1 WINTER 2001 70
Long-Term Care Insurance: Choosing the Right Policy and Avoiding Pitfalls Reinoso, Bruce D. 11 2 SPRING 2001 4
Line Settlement Transaction, The—A New Estate Planning Tool—Often Unknown and Frequently Misunderstood
Sinclair, Jack V. 11 2 SPRING 2001 14
Values-Based Planning and the Role of Insurance in Such Planning Dalal, Mayur T. 11 2 SPRING 2001 18
The Irrevocable Life Insurance Trust Silverberg, Stephen J. 11 2 SPRING 2001 21
Are You Buying Life Insurance or an Illusion? Laffie, Fredric J. 11 2 SPRING 2001 24
Case News Raskin, Judith B. 11 2 SPRING 2001 27
Fair Hearing News Fatoullah, Ellice; Reixach, Rene
11 2 SPRING 2001 29
Legislative News Stern, Steven H.; Krooks, Howard S.
11 2 SPRING 2001 36
Regulatory News 1: Pierro, Louis W.; Wilcenski, Edward V.
11 2 SPRING 2001 38
Regulatory News 2: IRS Simplifies Minimum Distribution Rules Slater-Jansen, Susan B.; Neumark, Avery E.
11 2 SPRING 2001 42
Tax News: Medical Insurance and Other Medical Expenses Longstreet, Ami S.; Ruffer, Anne B.
11 2 SPRING 2001 47
Publication News Fish, Daniel G. 11 2 SPRING 2001 50
Advance Directive News: The Religious and Cultural Perspective Makofsky, Ellen G. 11 2 SPRING 2001 51
Capacity News: In a Probate Proceeding, Where the Issue Is the Testor's Capacity of Time of the Execution of His Will, When Will a Court Grant Summary Judgment?
Pfeifer, Michael L. 11 2 SPRING 2001 53
Guardianship News: Guardianship and Trusts Kruger, Robert 11 2 SPRING 2001 59
Public Policy News: The Bush Administration…What Lies Ahead Fatoullah, Ronald A. 11 2 SPRING 2001 62
Snowbird News: Florida's "Head in the Sand" Approach to Post-Medicaid Eligibility Treatment
Osterhout, Julie 11 2 SPRING 2001 64
Public Elder Law Attorney News: Rodriguez v. City of New York: A Discussion of the Issues Under the ADA and Medicaid Law and Implications for Home Care Services in New York
Bogart, Valerie 11 2 SPRING 2001 66
Grandparent Rights News: The Legal Authority of Grandparent Caregivers Who Are Not Legal Custodians or Guardians
Wallace, Gerard 11 2 SPRING 2001 69
Bonus News: Navigating Through the Spousal Refusal Lawsuit Nolfo, Matt 11 2 SPRING 2001 72
Supplemental Needs Trust Funds and Medicaid Liens: 2001 Update Robert, Joan Lensky; Robert, Charles
11 3 SUMMER 2001 4
The Right Guardianship Forum: Article 81 vs. 17-A Polner, Beth 11 3 SUMMER 2001 13
Entitlement Overview: SSI and SSDI Appelton, Candace 11 3 SUMMER 2001 17
Kendra's Law Authorizes Court-Ordered Assisted Outpatient Treatment for Mentally Ill
Silver, Allan E. 11 3 SUMMER 2001 21
Private and Public Agencies for Disabled Persons Van Nuys, Peter 11 3 SUMMER 2001 23
Case News Raskin, Judith B. 11 3 SUMMER 2001 28
Fair Hearing News Fatoullah, Ellice; Reixach, Rene
11 3 SUMMER 2001 30
Legislative News: Update on Estate Tax Reform Krooks, Howard S.; Stern, Steven H.
11 3 SUMMER 2001 35
Regulatory News: Chapter Two: Social Security Administration Issues New Guidelines on Treatment of Trusts for SSI Recipients
Pierro, Louis W.; Wilcenski, Edward V.
11 3 SUMMER 2001 37
Practice News: Expanding the Elder Law Planning for Younger People with Disabilities
Russo, Vincent J. 11 3 SUMMER 2001 40
Tax News: Some Tax Issues Which Affect Disabled Persons and Their Families
Longstreet, Ami S.; Ruffer, Anne B.
11 3 SUMMER 2001 42
Health Care Continuum News: Evaluating a Resident's Transfer or Discharge from a Nursing Home
Kravitz, Ellyn; Markenson, Ari J.
11 3 SUMMER 2001 45
Publication News: The Consumer's Guide to Long-Term Health Care—Eldercare in New York
Fish, Daniel G. 11 3 SUMMER 2001 47
Advance Directive News: Health Care Proxies Can Facilitate Organ Donation Makofsky, Ellen G. 11 3 SUMMER 2001 49
Capacity News: A Few Interesting Cases Pfeifer, Michael L. 11 3 SUMMER 2001 51
Guardianship News: The Gold Decision and the Closing of the Circle Kruger, Robert 11 3 SUMMER 2001 53
Public Policy News: Health Care Decision Making…The Time Is Ripe for a Default Surrogate Decision-Maker Statute in N.Y., An Interview With Charles Sabatino, Esq.
Fatoullah, Ronald A. 11 3 SUMMER 2001 57
Snowbird News: Representing the Younger Disabled Client: The Hodgepodge Osterhout, Julie 11 3 SUMMER 2001 61
Grandparent Rights News 1: Grandparent Visitation Statute Faces Constitutional Question
Wallace, Gerard 11 3 SUMMER 2001 64
Grandparent Rights News 2: Standby Guardianship Law Broadened Wallace, Gerard 11 3 SUMMER 2001 65
Bonus News 1: The Caretaker Child Exception (Part I: How Far Does it Extend?)
Kurre, Robert J. 11 3 SUMMER 2001 67
Bonus News 2: The Use of Article 81 of the Mental Hygiene Law as an Effective Medicaid and Estate Planning Tool: A Primer
Enea, Anthony J. 11 3 SUMMER 2001 71
The New York State Coalition for the Aging Olsen, Greg 11 4 FALL 2001 4
The St. Lawrence County Office for the Aging McBurnie, Barbara R. 11 4 FALL 2001 9
Delivery of EISEP Services in New York City Kleinberg, Glee 11 4 FALL 2001 13
Multi-Service Senior Centers—The Amherst Center Walsh, Mary Ellen 11 4 FALL 2001 18
Retirement Lifestyle Alternatives Johannsen, Kathleen; Stork, Diane
11 4 FALL 2001 21
Caregivers: The Quiet Heroes Haase, Marty 11 4 FALL 2001 24
New York Case News: Recent New York Cases Raskin, Judith B. 11 4 FALL 2001 28
Fair Hearing News Fatoullah, Ellice; Reixach, Rene
11 4 FALL 2001 30
Legislative News Krooks, Howard S.; Stern, Steven H.
11 4 FALL 2001 38
Regulatory News: Same Issues, Different Agency: Transfer Penalties and Trusts Rule Under the Section 8 Housing Program
Pierro, Louis W.; Wilcenski, Edward V.
11 4 FALL 2001 41
Tax News: Estate Tax Repeal? Ruffer, Anne B.; Longstreet, Ami S.
11 4 FALL 2001 44
Advance Directive News: To Do or Not to Do: The Dilemma of the Do Not Resuscitate Order
Makofsky, Ellen G. 11 4 FALL 2001 46
Capacity News: A Few Interesting Cases Pfeifer, Michael L. 11 4 FALL 2001 48
Guardianship News 1: Access to an Infant's Recover Kruger, Robert 11 4 FALL 2001 50
Guardianship News 2: Elsie "B": Good, Bad or Indifferent? Whitaker, G. Warren 11 4 FALL 2001 56
Public Policy News: NAELA's White Paper on Assisted Living; Elder Law Section's Comments on the Status of New York Law Regarding Assisted Living Facilities: Pending Legislation
Fatoullah, Ronald A.; Meshnick, Stacey
11 4 FALL 2001 58
Snowbird News: Florida's Limited Medicaid Provisions for Assisted Living Facilities and Community-Based Care
Osterhout, Julie 11 4 FALL 2001 61
Public Elder Law Attorney News: New York's Highest Court Orders Medicaid Coverage for Immigrants
Bogart, Valerie 11 4 FALL 2001 63
Grandparent Rights News: Family Court Judge Expands Children's Rights Wallace, Gerard 11 4 FALL 2001 65
Bonus News 1: The Caretaker Child exception (Part II: Tax, Lien and Edtate Recovery Issues)
Kurre, Robert J. 11 4 FALL 2001 68
Bonus News 2: The 529 Plan: A Well-Kept Secret Martinez, Antonia J. 11 4 FALL 2001 72
Bonus News 3: Initiating a Guardianship Meirowitz, Clifford A. 11 4 FALL 2001 75
Elder Law in the Border States: Connecticut Kearns, Jay 12 1 WINTER 2002 4
Elder Law in the Border States: Massachusetts Margolis, Harry S. 12 1 WINTER 2002 8
Elder Law in the Border States: New Jersey Begley, Jr., Thomas D. 12 1 WINTER 2002 12
Elder Law in the Border States: Pennsylvania Fliegelman, Hal 12 1 WINTER 2002 16
Elder Law in the Border States: Vermont Tapper, Mark L. 12 1 WINTER 2002 20
New York Case News Raskin, Judith B. 12 1 WINTER 2002 26
Fair Hearing News Fatoullah, Ellice; Reixach, Rene
12 1 WINTER 2002 28
Legislative News Krooks, Howard S.; Stern, Steven H.
12 1 WINTER 2002 32
Regulatory News: More Trusts and Transfers, and Their Impact on the VA Pension
Pierro, Louis W.; Wilcenski, Edward V.
12 1 WINTER 2002 34
Practice News: Time Management (Having a Tracking System Russo, Vincent J. 12 1 WINTER 2002 38
Tax News: Home Sale Exclusion: Tax Issues to Consider Longstreet, Ami S.; Ruffer, Anne B.
12 1 WINTER 2002 40
Publication News Fish, Daniel G. 12 1 WINTER 2002 44
Advance Directive News: Points on the Compass Makofsky, Ellen G. 12 1 WINTER 2002 45
Capacity News: A Few More Interesting Cases Pfeifer, Michael L. 12 1 WINTER 2002 48
Guardianship News: In re Katherine E and the Cruz Decision Kruger, Robert 12 1 WINTER 2002 50
Public Policy News: The Importance of Blumer—and Its Ramifications in New York
Fatoullah, Ronald A.; Meshnick, Stacey
12 1 WINTER 2002 52
Snowbird News: Life and Death—Difficult Decisions for All Osterhout, Julie 12 1 WINTER 2002 56
Public Elder Law Attorney News: Legal Services Update—Programs Face Cuts in Government Funding and Attorneys Fees
Bogart, Valerie 12 1 WINTER 2002 58
Younger Disabled Client News: Proper Distribution of SNT Funds Polner, Beth; Appleton, Candace
12 1 WINTER 2002 60
Questions and Answers: A Public Service from the Elder Law Bar Alsante, Cora A.; Robert, Joan Lensky; Lok, Lily K.
12 2 SPRING 2002 4
Task Force on Long Term Care Reform—Update Casserly, Timothy E.; Alsante, Cora A.
12 2 SPRING 2002 15
The Practice of Elder Law, the Commission on Fiduciary Appointments and Incapacitated Persons
Robert, Joan Lensky; Robert, Charles
12 2 SPRING 2002 16
Assisted Living Facilities: The Unregulated New Frontier of Senior Housing Englebright, Steven; Fiore-Rosenfeld, Steve; Stern, Steven H.
12 2 SPRING 2002 23
Long Term Care Solutions…NAELA's White Papers on Long-Term Care and Assisted Living
Fatoullah, Ronald A. 12 2 SPRING 2002 25
New York Case News Raskin, Judith B. 12 2 SPRING 2002 30
National Case News Ratner, Steven M. 12 2 SPRING 2002 33
Fair Hearing News Reixach, Rene H.; Fatoullah, Ellice
12 2 SPRING 2002 35
Legislative News Krooks, Howard S.; Stern, Steven H.
12 2 SPRING 2002 40
Regulatory News: Listserve Participants Discuss the Treatment of Retirement Funds in the Medicaid Program
Pierro, Louis W.; Wilcenski, Edward V.
12 2 SPRING 2002 44
Practice News: Elder Law—A Client-Driven Practice Russo, Vincent J. 12 2 SPRING 2002 46
Tax News: 2001 Tax Act: How It Impacts the New York State Estate Tax Longstreet, Ami S.; Ruffer, Anne B.
12 2 SPRING 2002 49
Advance Directive News: Living Wills: Do They Live and Will They Work? Makofsky, Ellen G. 12 2 SPRING 2002 51
Capacity News: A Few More Interesting Cases Pfeifer, Michael L. 12 2 SPRING 2002 53
Snowbird News: Post-Medicaid Eligibility Treatment of Income for Medical Expenses
Osterhout, Julie 12 2 SPRING 2002 54
Public Elder Law Attorney News: Resisting Illegal Discharges from Nursing Homes
Bogart, Valerie 12 2 SPRING 2002 56
Grandparent Rights News: School Tax Exemption Now Available to Grandparents Caring for Grandchildren
Wallace, Gerard 12 2 SPRING 2002 58
Bonus News 1: Creative Long Term Care Planning Solutions for Attorneys Who Assist Families of Persons with Disabilities
Feuerman, Simcha 12 2 SPRING 2002 60
Bonus News 2: Real Estate Tax and Valuation Issues for Senior Care Facilities
Wilkes, David C. 12 2 SPRING 2002 62
Bonus News 3: Conflicts Between Health Care Agents and Personal Needs Guardians: Can They Be Avoided?
Gabriele, Richard 12 2 SPRING 2002 65
Demystifying the Numbers: Financial Tools to Keep Your Firm Moving Forward
Begley, Thomas D., Jr.; Russo, Vincent J.
12 3 SUMMER 2002 5
Seminar Marketing Grisolia, JoAnn S. 12 3 SUMMER 2002 12
Using PR to Build Your Practice Heaviside, Katherine 12 3 SUMMER 2002 13
Legal Profession and Corporate Identity Bramwell, Henry G., Jr.; Sullivan, Kathy
12 3 SUMMER 2002 16
New York Case News Raskin, Judith B. 12 3 SUMMER 2002 20
National Case News Ratner, Steven M. 12 3 SUMMER 2002 22
Fair Hearing News Fatoullah, Ellilce; Reixach, Rene H.
12 3 SUMMER 2002 24
Legislative News Krooks, Howard S.; Stern, Steven H.
12 3 SUMMER 2002 28
Regulatory News: The Lesser-Known Recovery Right Medicare Recoupment in Personal Injury Settlements
Pierro, Louis W.; Wilcenski, Edward V.
12 3 SUMMER 2002 30
Tax News: IRS Finally Issues Final Rules on Distributions from Retirement Plans and IRAs
Silverberg, Stephen J. 12 3 SUMMER 2002 33
Advance Directive News: Marketing with Advance Directives Makofsky, Ellen G. 12 3 SUMMER 2002 35
Capacity News: A Few More Interesting Cases Pfeifer, Michael L. 12 3 SUMMER 2002 37
Guardianship News: Selected Musings About Medicaid Planning in the Context of Article 81
Kruger, Robert 12 3 SUMMER 2002 39
Public Policy News: Connecticut's Proposed Demonstration Project Seeks to Change Medicaid Eligibility Rules
Fatoullah, Ronald A.; Meshnick, Stacey
12 3 SUMMER 2002 44
Public Elder Law Attorney News: Medicare for People with Alzheimer's Disease and Other Chronic Conditions
Bogart, Valerie 12 3 SUMMER 2002 46
Publication News: Losing My Mind: An Intimate Look at Life with Alzheimer's Fish, Daniel G. 12 3 SUMMER 2002 47
Grandparent Rights News: New York Legislators Propose Assistance for Grandparent Caregivers
Wallace, Gerard 12 3 SUMMER 2002 48
Persons with Disabilities News: The Proper Guardianship Forum and Disabled Minors—An Update
Polner, Beth 12 3 SUMMER 2002 51
Practical Planning News Koplovitz, Sholom 12 3 SUMMER 2002 53
Bonus News: What Is a CLTC? Thaul, Lawrence J. 12 3 SUMMER 2002 55
Training Future Elder Law Attorneys at Touro College Artusio, Marianne 12 4 FALL 2002 5
Producing Future Elder Law Attorneys: Lessons from Cooley Law School's Sixty Plus Elderlaw Clinic
Ard, Josh 12 4 FALL 2002 9
The Legal Services for the Elderly Clinic at the University at Buffalo Law School
Szczgiel, Tony, Prof. 12 4 FALL 2002 11
New York Case News Raskin, Judith B. 12 4 FALL 2002 15
National Case News: The Estate Recovery Ratner, Steven M. 12 4 FALL 2002 17
Fair Hearing News Fatoullah, Ellice; Reixach, Rene H.
12 4 FALL 2002 20
Legislative News Krooks, Howard S.; Stern, Steven H.
12 4 FALL 2002 24
Regulatory News: Medicaid Liens and Recoveries: 02 OMM/ADM-3 Hot Off the Press
Pierro, Louis W.; Wilcenski, Edward V.
12 4 FALL 2002 26
Practice News: Time Management (Having a Tracking System) Russo, Vincent J. 12 4 FALL 2002 29
Advance Directive News: The Health Care Proxy: Not So Simple Makofsky, Ellen G. 12 4 FALL 2002 32
Capacity News: A Few More Interesting Cases Pfeifer, Michael L. 12 4 FALL 2002 34
Snowbird News: "Waiving" into Florida Medicaid Solkoff, Scott M. 12 4 FALL 2002 36
Guardianship News: Observations on a Recent Case Concerning Guardianship, Ethics and Malpractice
Kruger, Robert 12 4 FALL 2002 38
Public Policy News: The Importance of Elder Law Certification Fatoullah, Ronald A. 12 4 FALL 2002 41
Elder Care News: Developing Collaborative Partnerships with Caregivers Wolford, Barbara 12 4 FALL 2002 44
Bonus News 1: Some New Rules Regarding Minimum Distributions from Retirement Plans and IRAs
Gruer, Sharon Kovaks 12 4 FALL 2002 46
Bonus News 2: Transfer of Funds to Annuities May Be a Fraudulent Conveyance Under the Debtor and Creditor Law
Armstrong, Lance P. 12 4 FALL 2002 49
Recent Developments in Veterans Benefits Morahan, Thomas P., Sen. 13 1 WINTER 2003 4
Upcoming State Legislation for Veterans Levy, Steve, Assemblyman 13 1 WINTER 2003 7
New York State Veterans' Nursing Homes: The Best-Kept Secret in Nursing Home Placement
Grabie, Kenneth F.; Grabie, Jeannette
13 1 WINTER 2003 9
Message to Veterans of World War II and Their Elder Law Attorneys Davidow, Wallace F. 13 1 WINTER 2003 12
Non-Service-Connected Veterans Benefits for the Elderly and Disabled Feld, Alice Reiter 13 1 WINTER 2003 14
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, Rene H.
13 1 WINTER 2003 23
Legislative News Krooks, Howard S.; Stern, Steven H.
13 1 WINTER 2003 27
Regulatory News: Social Security Administration Clarifies Treatment of Post Death Expenses Paid from Supplemental Needs Trusts
Pierro, Louis W.; Wilcenski, Edward V.
13 1 WINTER 2003 29
Practice News: Something You Do Not Want—In Your Elder Law Practice! Russo, Vincent J. 13 1 WINTER 2003 31
Advance Directive News: New Legislation Expands the Reach of Surrogate Health Care Decision Making
Makofsky, Ellen G. 13 1 WINTER 2003 33
Capacity News: What Do You Do When Your Client is Illiterate Or Speaks A Foreign Language
Pfeifer, Michael L. 13 1 WINTER 2003 35
Snowbird News: Medicaid Planning with Mortgages Solkoff, Scott M. 13 1 WINTER 2003 38
Guardianship News: Rules on Fiduciary Appointments Kruger, Robert 13 1 WINTER 2003 43
Public Elder Law Attorney News: Family Health Plus—New Health Care Coverage Option for New Yorkers Under Age 65
Bogart, Valerie 13 1 WINTER 2003 47
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 Reform
Krooks, Howard S.; Stern, Steven H.
13 2 SPRING 2003 35
Practice News: The Power of ZAPP (How to Lead Your Firm to Excellence) Russo, Vincent J.; Begley, Thomas D., Jr.
13 2 SPRING 2003 37
Fair Hearing News Fatoullah, Ellice; Reixach, Rene H.
13 2 SPRING 2003 43
Regulatory News: Proposed Regulations May Have Dramatic Impact on Medicare Appeals
Pierro, Louis W.; Wilcenski, Edward V.
13 2 SPRING 2003 46
Elder Care News: "Giving Up the Car Keys"—Aging, Dementia and Driving Wolford, Barbara 13 2 SPRING 2003 48
Public Elder Law Attorney News: The Recent Settlement in Rodriguez v. DeBuono—New Standards for Task-Based Assessment in the Medicaid Personal Care Program
Bogart, Valerie J. 13 2 SPRING 2003 51
Advance Directive News: The Longest Goodbye Makofsky, Ellen G. 13 2 SPRING 2003 57
Public Policy News: Is Public Policy Hurting Rather Than Helping the Fatoullah, Ronald A.; 13 2 SPRING 2003 59
Consumer? New York State Department of Insurance's Position on Annuities and Medicaid Planning
Meshnick, Stacey
Guardianship News: Revisiting the Guardianship for Children Kruger, Robert 13 2 SPRING 2003 61
Capacity News: Fraud and Undue Influence Pfeifer, Michael L. 13 2 SPRING 2003 64
National Case News: Ethical Considerations in Will Drafting Ratner, Steven M. 13 2 SPRING 2003 66
Bonus News 1: The Practitioner and the Involuntary Admission of a Person for Observation, Care and Treatment
Kwieciak, Richard S., McKeating, Michael P.
13 2 SPRING 2003 68
Bonus News 2: Budget Cuts Result in Arbitrary Reductions in Services to Medicaid Home Care Recipients
Cona, Jennifer B.; Sperling, Harvey J.
13 2 SPRING 2003 71
The Elder Justice Act, S. 333 Breaux, Sen. John; Hatch, Sen. Orrin
13 3 SUMMER 2003 7
Elder Abuse: A National Approach Is Needed Crosby, Eleanor M. 13 3 SUMMER 2003 9
Elder Abuse Olsen, Greg 13 3 SUMMER 2003 14
New York Case News Raskin, Judith B. 13 3 SUMMER 2003 18
Legislative News: Senate Introduces Bill to Eliminate Spousal Refusal and Impose Harsher Penalties for Transfers of Assets
Krooks, Howard S.; Stern, Steven H.
13 3 SUMMER 2003 20
Practice News: Is Long Term Care Insurance a Part of Your Elder Law Practice?
Russo, Vincent J. 13 3 SUMMER 2003 22
Fair Hearing News Fatoullah, Ellice; Reixach, Rene H.
13 3 SUMMER 2003 24
Elder Care News: Mental Health Issues in the Aging Population—Alcohol Abuse
Wolford, Barbara 13 3 SUMMER 2003 28
Public Elder Law Attorney News: Tips for Solving a Common Problem for Medicaid Home Care Applicants Who Need Services Pending Approval of the Application
Bogart, Valerie J. 13 3 SUMMER 2003 31
Advance Directive News: End-of-Life Decision-Making as Media Fodder Makofsky, Ellen G. 13 3 SUMMER 2003 33
Public Policy News: Restructuring of the Liaison to Public Agency and Legislation Committee
Fatoullah, Ronald A. 13 3 SUMMER 2003 35
Capacity News: Capacity Required to Create a Trust Pfeifer, Michael L. 13 3 SUMMER 2003 37
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 States Senate Special Committee on Aging
13 3 SUMMER 2003 44
Bonus News 2: Testimony of Jane M. Pollack Before the United State Senate Special Committee on Aging
13 3 SUMMER 2003 46
Bonus News 3: Advice and Direction Under SCPA 2107 Badanes, David 13 3 SUMMER 2003 49
Aging with Developmental Disabilities Wolford, Barbara 13 4 FALL 2003 6
Primer on Reverse Mortgages, A: How the Benefits Can Change Your Clients' Lives…Forever
Haber, Dennis 13 4 FALL 2003 9
Flexible Planning Choices for Long-term Care Haims, Arlene K.; Sipkin, Cindy G.
13 4 FALL 2003 16
Long-term Care Insurance Role and Outlook Clapp, Alfred C., Jr. 13 4 FALL 2003 18
What Every New York Elder Law Attorney Needs to Know About a Medicaid Qualified Annuity
Krause, Dale M. 13 4 FALL 2003 26
Taking Advantage of Low Interest Rates in Planning Lifetime Family Wealth Transfers
Rosenberg, Mike 13 4 FALL 2003 30
New York Case News Raskin, Judith B. 13 4 FALL 2003 33
Legislative News Krooks, Howard S.; Stern, Steven H.
13 4 FALL 2003 35
Practice News: Creating Systems for the Elder Law Office Begley, Thomas D., Jr.; Russo, Vincent J.
13 4 FALL 2003 37
Fair Hearing News Fatoullah, Ronald A.; Reixach, Rene H.
13 4 FALL 2003 42
Advance Directive News: No Clear Directions: The Doctor's Dilemma Makofsky, Ellen G. 13 4 FALL 2003 46
Public Policy News: Elder Law Section: Legislative Advocacy Fatoullah, Ronald A. 13 4 FALL 2003 48
Guardianship News Kruger, Robert 13 4 FALL 2003 50
Capacity News: Capacity Required to Execute a Health Care Proxy by One Who Is Suffering from a Mental Illness or Defect
Pfeifer, Michael L. 13 4 FALL 2003 52
National Case News: Professional Responsibility: The Attorney as Fiduciary or Beneficiary
Ratner, Steven M. 13 4 FALL 2003 55
Snowbird News: Special Needs Trust Planning in Florida Solkoff, Scott M. 13 4 FALL 2003 57
Mediation News Grey, Robert A. 13 4 FALL 2003 59
How to Eat a HIPAA: Medical Records and the Elder Law Attorney McGuffey, David L. 14 1 WINTER 2004 5
Separated But Not Divorced: Why We All Can't Be Like Spencer Tracy Enea, Anthony J. 14 1 WINTER 2004 8
Suddenly Single: Your Steps to Financial Fitness Walker, Dee 14 1 WINTER 2004 10
But What Is MHLS? Parton, Wayne C. 14 1 WINTER 2004 12
New York Case News Raskin, Judith B. 14 1 WINTER 2004 14
Legislative News Krooks, Howard S.; Stern, Steven H.
14 1 WINTER 2004 16
Practice News: Are You Ready When the Phone Rings?! Russo, Vincent J. 14 1 WINTER 2004 20
Fair Hearing News Fatoullah, Ellice; Reixach, Rene H.
14 1 WINTER 2004 22
Elder Care News: Empowering the Caregiver: A Personal Journey Wolford, Barbara 14 1 WINTER 2004 25
Public Elder Law Attorney News: Using EPIC to Meet Medicaid Spend-Down Bogart, Valerie J. 14 1 WINTER 2004 30
Advance Directive News: Health Care Proxies Can Save Other People's Lives Makofsky, Ellen G. 14 1 WINTER 2004 32
Public Policy News: Using Life Estates in Medicaid Planning Fatoullah, Ronald A.; Meshnick, Stacey
14 1 WINTER 2004 34
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 Lawsuits: 2004 Update
Robert, Joan Lensky 14 2 SPRING 2004 11
Medicare Prescription Drug, Modernization and Improvement Act of 2003 Hayes, Robert M. 14 2 SPRING 2004 18
Medicare Mediation Grey, Robert A. 14 2 SPRING 2004 29
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, Steven H.
14 2 SPRING 2004 36
Practice News: Is It Good Practice to Hold on to Our Clients' Durable Powers of Attorney?
Russo, Vincent J. 14 2 SPRING 2004 49
Fair Hearing News Fatoullah, Elllice; Reixach, Rene H.
14 2 SPRING 2004 52
Elder Care News: Never Too Young to Understand, Never Too Old to Ask Why: Alzheimer's Disease—A Family Matter
Wolford, Barbara 14 2 SPRING 2004 55
Guardianship News Kruger, Robert 14 2 SPRING 2004 59
National Case News Ratner, Steven M. 14 2 SPRING 2004 64
Snowbird News: Will Florida's Use of Escrow Agreements Work for New York Clients?
Solkoff, Scott M. 14 2 SPRING 2004 66
Bonus News 1: Nuts and Bolts of Long-Term Care Insurance Krooks, Bernard A. 14 2 SPRING 2004 68
Bonus News 2: Embezzlement: What? Who? Why? How? Detection!! Prevention!!
Linker, Stephen A., CPA, DABFA
14 2 SPRING 2004 71
Bonus News 3: Referring the Right Home Care Provider to Your Clients Is Important…Here's How
Harrison, Taniella Jo 14 2 SPRING 2004 73
Elder Law: New York Has Substantial Influence Gelardi, Laury Adsit 14 3 SUMMER 2004 8
The Future of Elder Law Practice Robinson, Charles F. 14 3 SUMMER 2004 10
The Contributions of Minority Leader David A. Paterson to the New York State Senate Medicaid Task Force
14 3 SUMMER 2004 19
Book Review: Nursing Homes and Alternatives: What New York Families Need to Know
Krooks, Bernard A. (Reviewer)
14 3 SUMMER 2004 24
When Is the Exception to Using an Exempt Special Needs Trust? Rachlin, Marvin; Russo, Vincent
14 3 SUMMER 2004 26
New York Case News Raskin, Judith B. 14 3 SUMMER 2004 29
Legislative News Krooks, Howard S.; Stern, Steven H.
14 3 SUMMER 2004 31
Fair Hearing News Fatoullah, Ellice; Reixach, Rene H.
14 3 SUMMER 2004 33
Elder Care News: Accepting the Challenge Wolford, Barbara 14 3 SUMMER 2004 37
Public Elder Law Attorney News: Holocaust Compensation Payments: Effect on Eligibility for Medicaid, SSI and Other Federal Benefits
Bogart, Valerie 14 3 SUMMER 2004 40
Public Policy News: Lobbying Efforts Must Continue! Fatoullah, Ronald A. 14 3 SUMMER 2004 46
National Case News Ratner, Steven M. 14 3 SUMMER 2004 48
Snowbird News: Getting to Florida by Way of Yosemite (Plus Phone Numbers to Enhance Your Practice)
Solkoff, Scott M. 14 3 SUMMER 2004 51
Mediation News: Styles of Mediation Grey, Robert A. 14 3 SUMMER 2004 53
Fiscal Year 2004/05—Final Budget Agreements Olsen, Greg 14 4 FALL 2004 5
New Developments in Alzheimer's Disease Jyringi, Darlene M. 14 4 FALL 2004 11
Tools for the Caregiver Wolford, Barbara 14 4 FALL 2004 14
Seven Defensive Will Drafting Tips for the Elder Law and Trusts and Estates Practitioner
Enea, Anthony J. 14 4 FALL 2004 16
Intergenerational Strategies for the Future 14 4 FALL 2004 19
NYSBA Elder Law Section Leadership Task Force 14 4 FALL 2004 20
New York Case News Raskin, Judith B. 14 4 FALL 2004 21
Legislative News Krooks, Howard S.; Stern, Steven H.
14 4 FALL 2004 23
Practice News: A Tax Primer on Irrevocable Trusts (Established for Medicaid Asset Protection)
Russo, Vincent J. 14 4 FALL 2004 25
Fair Hearing News Fatoullah, Ellice; Reixach, Rene H.
14 4 FALL 2004 29
Public Elder Law Attorney News: Correction and Update to Article on Holocaust Compensation Payments' Effect on Eligibility for Medicaid and SSI
Bogart, Valerie 14 4 FALL 2004 32
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 Your Clients
Gottlich, Vicki; Nemore, Patricia
15 1 WINTER 2005 6
Medicare's New Drug Benefit Mahan, Dee; Steinberg, Marc
15 1 WINTER 2005 10
The Medicare Prescription Drug Card: Impact on Low-Income Beneficiaries Who Have EPIC or Medicaid
Bogart, Valerie; Archer, Diane
15 1 WINTER 2005 16
New York Case News Raskin, Judith B. 15 1 WINTER 2005 23
Legislative News Krooks, Howard S.; Stern, Steven H.
15 1 WINTER 2005 24
Practice News: When Annuities Can Make Sense in a Long-Term Care Plan Russo, Vincent J.; Rachlin, Marvin
15 1 WINTER 2005 26
Fair Hearing News Fatoullah, Ellice; Reixach, Rene H.
15 1 WINTER 2005 30
Elder Care News: Anxiety in Older Adults Wolford, Barbara 15 1 WINTER 2005 32
Advance Directive News: A Sad Saga Makofsky, Ellen G. 15 1 WINTER 2005 35
Public Policy News: Shifting the Focus Away from Medicaid Eligibility "Reform": Creative Budget Crisis Solutions
Fatoullah, Ronald A. 15 1 WINTER 2005 36
National Case News: Bush v. Schiavo Ratner, Steven M. 15 1 WINTER 2005 39
Snowbird News: New "Mortgage" Rule for Florida Medicaid Solkoff, Scott M. 15 1 WINTER 2005 42
Mediation News Grey, Robert A. 15 1 WINTER 2005 43
November 2004 Seniors' Housing Alert Kaplan, Wayne. 15 1 WINTER 2005 45
Quotes to Remember Kaplan, Natalie J. 15 1 WINTER 2005 48
New York Case News Raskin, Judith B. 15 2 SPRING 2005 5
Practice News: The Client Consultation Russo, Vincent J.; Rachlin, Marvin
15 2 SPRING 2005 7
Fair Hearing News Fatoullah, Ellice; Reixach, Rene H.
15 2 SPRING 2005 9
Elder Care News: Discharge Planning Wolford, Barbara 15 2 SPRING 2005 19
Public Elder Law Attorney News: Final Settlement Reached in Medicaid Nursing Cases
Briglio, Robert 15 2 SPRING 2005 21
Advance Directive News: The Changing Perspective on End-of-Life Decision-Making
Makofsky, Ellen G. 15 2 SPRING 2005 24
Public Policy News: Saul Friedman receives Section Senior Award, Reminds Us To Stay True To Our Course
Fatoullah, Ronald A. 15 2 SPRING 2005 26
National Case News Tully, Brian Andrew 15 2 SPRING 2005 27
Snowbird News: Self-Proof of New York Wills in Florida Solkoff, Scott M. 15 2 SPRING 2005 30
Legislative Op Ed: Social Security Privatization Threatens Retirement Security For All
Lowey, Nita M. 15 2 SPRING 2005 31
Professional Responsibility News Cahill, Jr., James H. 15 2 SPRING 2005 32
Long-Term Care Insurance: Changes on the Horizon Krooks, Bernard A. 15 3 SUMMER 2005 5
New York Medicaid Reform: The 2005-2006 Budget Enea, Anthony J. 15 3 SUMMER 2005 7
Florida Medicaid Reform Solkoff, Scott M. 15 3 SUMMER 2005 9
State and Federal Medicaid Reform Overview National Academy of Elder Law Attorneys (NAELA)
15 3 SUMMER 2005 14
A View from the Bench Asarch, Hon. Joel K. 15 3 SUMMER 2005 18
Legislative Op Ed Cape, John F. 15 3 SUMMER 2005 22
New York Case News Raskin, Judith B. 15 3 SUMMER 2005 23
Legislative News Krooks, Howard S; Stern, Steven H.
15 3 SUMMER 2005 25
Practice News: An Overview of Social Security Retirement Benefits for the Elder Law Attorney
Russo, Vincent J.; Rachlin, Marvin
15 3 SUMMER 2005 26
Fair Hearing News Fatoullah, Ellice; Reixach, Rene H.
15 3 SUMMER 2005 30
Public Elder Law Attorney News: New Requirement to Prove "Disability" When Using NYSARC Pooled Trust to Reduce or Eliminate the Medicaid Spend-down
Bogart, Valerie J. 15 3 SUMMER 2005 34
Advance Directives News: Terri's Legacy Makofsky, Ellen G. 15 3 SUMMER 2005 37
Guardianship News: A Case Study—Article 81 and Mental Illness Kruger, Robert 15 3 SUMMER 2005 38
National Case News Tully, Brian Andrew 15 3 SUMMER 2005 40
Mediation News Grey, Robert A. 15 3 SUMMER 2005 43
Ethics News Cahill, Jr., James H. 15 3 SUMMER 2005 44
Pearls and Gems Fatoullah, Ronald; Goldfarb, David
15 3 SUMMER 2005 46
Bonus News 1: Who Cares About Oral Health for Seniors? Columbia University School of Dental & Oral Surgery
Leavitt, Mar Crawford 15 3 SUMMER 2005 48
Bonus News 2: Best Employment Practices Ottinger, Robert 15 3 SUMMER 2005 50
A Compact to Solve New York's Long Term Care Crisis Krooks, Howard S.; Russo, Vincent J.
15 4 FALL 2005 4
How to Distinguish Yourself from Those "Dabbling" in Elder Law Enea, Anthony J. 15 4 FALL 2005 11
The "T E A M" Approach for the Elder Law Attorney Tully, Brian Andrew 15 4 FALL 2005 13
An Elder-Centered Approach to Long-Term Care Planning Takacs, Tim 15 4 FALL 2005 17
The Growing Pains of Going Paperless—One Firm's Story Mancino, Vincent P. 15 4 FALL 2005 24
Directed Passion: Welcome to the New Long-Term Care Reality Solkoff, Scott M. 15 4 FALL 2005 26
New York Case News Raskin, Judith B. 15 4 FALL 2005 28
Legislative News Krooks, Howard S.; Stern, Steven H.
15 4 FALL 2005 30
Practice News: Medicare Part D Prescription Drug Plan Russo, Vincent J.; Rachlin, Marvin
15 4 FALL 2005 34
Fair Hearing News Fatoullah, Ellice; Reixach, Rene H.
15 4 FALL 2005 37
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 Consider When Drafting a Deed or Trust
Amoruso, Michael J. 15 4 FALL 2005 59
Bonus News 1: A "Special Edition" Arkontaky, Adrienne J. 15 4 FALL 2005 73
Bonus News 2: VA Improved Pension Benefits and Medicaid Budgeting Szczygiel, Anthony 15 4 FALL 2005 75
Bonus News 3 Goldfarb, David 15 4 FALL 2005 80
Bonus News 4: Selling a Homestead Without Losing Medicaid Benefits Fatoullah, Ronald A.; Meshnick, Stacey
15 4 FALL 2005 81
Supplemental Security Income: The Nuts and Bolts Russo, Vincent J.; Rachlin, Marvin
16 1 WINTER 2006 4
Ten Frequently Asked Questions About Social Security Disability Benefits Lerner, Steven P. 16 1 WINTER 2006 7
Medicare Parts A, B and C: Eligibility, Enrollment, Costs and Coverage Tully, Brian Andrew 16 1 WINTER 2006 11
Medicare Drug Program (Part D) Training Outline for Advocates Bogart, Valerie J. 16 1 WINTER 2006 19
SSI—The Basics of Eligibility: Income, Resource and Transfer Rules and Use With Supplemental Needs Trusts
Robert, Joan Lensky 16 1 WINTER 2006 50
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 Reality
Solkoff, Scott M. 16 1 WINTER 2006 68
Pearls and Gems: Penalty Period Issues: Return of Gifted Assets Nolfo, Matthew J. 16 1 WINTER 2006 70
Bonus News 1: Medicaid Income Exemptions: Different Rules for Eligibility and Chronic Care Budgeting
Goldfarb, David 16 1 WINTER 2006 73
Bonus News 2: Proposed Changes to the Statutory "Short" Form Sirignano, Jr., George A. 16 1 WINTER 2006 75
Bonus News 3: Assisted Signatures in the Elder Law Practice: What Constitutes Execution of a Document When the Client Needs Help Holding the Pen
Sarlis, Jim; Somekh, Lori 16 1 WINTER 2006 81
Bonus News 4: Parents Can Designate School and Medical Powers Wallace, Gerard 16 1 WINTER 2006 83
Bonus News 5: Changes Affecting Trust & Estate Law: 2004 New York State Legislative Session
Rubenstein, Joshua S. 16 1 WINTER 2006 85
A Call to Action—A Moment in History—Status of Deficit Reduction Act of 2005
16 2 SPRING 2006 4
Keys to Comparing Two or More Residential Appraisals on the Same Property—An Attorney's Tool
Jackson, Howard 16 2 SPRING 2006 6
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 Recipients Into Managed Care Plans
Krooks, Howard S.; Solkoff, Scott M.
16 2 SPRING 2006 20
The Golden State News Ratner, Steven M. 16 2 SPRING 2006 22
Throw Mama From the Train: The Deficit Reduction Act of 2005 Abandons Our Nation's Elders
Gilfix, Michael; Krooks, Bernard A.
16 3 SUMMER 2006 5
Deficit Reduction Act of 2005: Changes to the Medicaid Look Back and Commencement of the Penalty Period
Amoruso, Michael J. 16 3 SUMMER 2006 11
DRA Update Goldfarb, David; Salzman, Ira
16 3 SUMMER 2006 21
Governor and DOH Taking Steps to Immediately Implement Changes to Medicaid Homecare Spousal Refusal and Transfer of Asset Rules
Goldfarb, David; Salzman, Ira
16 3 SUMMER 2006 25
Long-Term Care Insurance Eurillo-Travinski, Carrianna C.
16 3 SUMMER 2006 26
Medicaid Planning: The Purchase of Life Estates Russo, Vincent J. 16 3 SUMMER 2006 32
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 the Deficit Reduction Act of 2005
Krooks, Howard S.; Solkoff, Scott M.
16 3 SUMMER 2006 37
Fair Hearing News Fatoullah, Ellice; Reixach, René
16 3 SUMMER 2006 39
The Golden State News: Not Happy with the DRA? Consider Moving to California
Ratner, Steven M. 16 3 SUMMER 2006 45
Medicaid 2006: DRA '05 and the Brave New World of Medicaid Applications Pierro, Louis W. 16 4 FALL 2006 4
Planning With Real Property in Light of the DRA(conian) Changes to Medicaid Kurre, Robert J.; Pfeiffer, Michael L.
16 4 FALL 2006 13
Use of Annuities in the Elder Law Context from OBRA 1993 to DRA 2005 Hoffman, Jr., Lee A. 16 4 FALL 2006 19
Planning for Home Care After the Deficit Reduction Act of 2005—and the NYS Budget 2006
Bogart, Valerie J. 16 4 FALL 2006 31
Significant Items in 06 OMM/ADM-5 Deficit Reduction Act of 2005—Long Term Care Medicaid Eligibility Changes and CMS Guidance dated July 27, 2006
Bogart, Valerie J. 16 4 FALL 2006 40
Medicaid Planning in Guardianships Post DRA Robert, Joan Lensky 16 4 FALL 2006 51
The Impact of the Deficit Reduction Act of 2005 on Long-Term Care Insurance and the New York State Partnership for Long-Term Care
Newman, Charles J. 16 4 FALL 2006 59
Personal Service Contracts: An Underutilized Tool Martinez, Antonia J. 16 4 FALL 2006 64
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, Scott M.
16 4 FALL 2006 79
The Golden State News: Implementation of the DRA in California Ratner, Steven M. 16 4 FALL 2006 81
Medicaid Nuts and Bolts Gilder, Evan M. 16 4 FALL 2006 82
Some Basics—Special Needs Trusts to Benefit the Mentally Ill Client or Family Member
Boyd, Marcia J.; Seay, J. David
16 4 FALL 2006 86
Taxation of SNTs Okrent, David R.; Goldfarb , David
17 1 WINTER 2007 4
Supplemental Needs Trusts: Contributions of Income Weinblatt, Richard A. 17 1 WINTER 2007 9
Supplemental Needs Trusts and Counsel Fees Kruger, Robert 17 1 WINTER 2007 13
Medicaid Provisions in the Deficit Reduction Act of 2005 Bogart, Valerie J. 17 1 WINTER 2007 15
Income Only Trusts: A Simple Solution to Ensure Marketability of Title When Reserving an Inter Vivos Special Power of Appointment
Di Costanzo, Salvatore M. 17 1 WINTER 2007 35
An Attorneys' Guide to Counseling Clients Utilizing the Mental Health System Wolf, Carolyn Reinach 17 1 WINTER 2007 39
Galloway—Court Holds Form Over Substance—Denial of Charitable Deduction for a Trust with Equal and Non-Equal Charitable Beneficiaries
Gruer, Sharon Kovaks 17 1 WINTER 2007 46
Preparing Advance Health Care Directives for the Snowbird Krooks, Howard S; Solkoff, Scott M.
17 1 WINTER 2007 47
Recent New York Court Decisions Raskin, Judith B. 17 1 WINTER 2007 49
The Golden State News Ratner, Steven M. 17 1 WINTER 2007 51
Prosecuting and Preventing Elder Abuse DiFiore, Hon. Janet M. 17 2 SPRING 2007 4
Elder Abuse Today: A Prosecutor's Plan Rice, Hon. Kathleen M. 17 2 SPRING 2007 7
Victimization and Vulnerability of the Elderly Paris, Barbara, M.D. 17 2 SPRING 2007 11
Financial Crimes Involving Older New Yorkers Loewy, Elizabeth 17 2 SPRING 2007 14
Targeting Elder Abuse in New York Shukoff, Denise M. 17 2 SPRING 2007 17
Elder Abuse and Diversity: An Overview Lowenthal, Andrea 17 2 SPRING 2007 23
An Overview of Single Premium Deferred Annuities and Suitability Considerations
Casserly, Timothy E. 17 2 SPRING 2007 28
Can We Regulate Respect for the Profession? Effects of the New Advertising Rules on the Elder Law Bar
Menzies, Laurie; Fatoullah, Ronald
17 2 SPRING 2007 34
Beware of Florida's Stringent Requirement for the Appointment of Personal Representatives
Krooks, Howard S.; Solkoff, Scott M.
17 2 SPRING 2007 36
Recent New York Court Cases Raskin, Judith B. 17 2 SPRING 2007 37
Medicaid and Married Couples: Class Action Challenging Reduced Income Levels for Couples and Fair Hearing Decision Allowing Disabled Spouse to Deposit Well Spouse's Income into SNT
Bogart, Valerie 17 2 SPRING 2007 38
The DRA One Year Later—Pitfalls and Opportunities Under the New Regime Pierro, Louis W.; Schaeffer, Jane-Marie; Coutlee, Ryan
17 3 SUMMER 2007 5
Utilizing Medicaid Home Care as a Solution in a Post-DRA World Meyers, Sara 17 3 SUMMER 2007 9
Innovative Planning with the Home Post-DRA Fatoullah, Ronald A.; Meshnick, Stacey
17 3 SUMMER 2007 13
A Response to the Deficit Reduction Act of 2005: United States Savings Bonds as a Planning Tool
Jonsson, Kristin S. 17 3 SUMMER 2007 15
The Power of Florida's Qualifying Supplemental Needs Trust to Satisfy the Elective Share
Krooks, Howard S.; Solkoff, Scott M.
17 3 SUMMER 2007 17
Recent New York Cases Raskin, Judith B. 17 3 SUMMER 2007 19
Predatory Lending: Targeting Seniors Danetti, Gina T. 17 3 SUMMER 2007 21
Mental Health Issues on College Campuses Hoffman Meunier, Lydia; Reinach Wolf, Carolyn
17 3 SUMMER 2007 23
Medicaid Under DRA '05—18 Months Later Recent Developments in New York Shape the Elder Law Attorney's Approach to Medicaid Planning
Pierro, Louis W. 17 4 FALL 2007 5
Practice Tip: Planning for a Substitute Parent Martinez, Antonia J. 17 4 FALL 2007 10
Guardianship News: A Few Conundrums in the Guardianship Process Kruger, Robert 17 4 FALL 2007 13
Legal Fees in Article 81 Guardianship Proceedings Miller, Ira K.; Lamberti, Anthony J.
17 4 FALL 2007 16
New Mandate That Most EPIC Participants Join a Medicare Part D Plan Bogart, Valerie 17 4 FALL 2007 17
Meeting the Mental Health Challenges of the Elderly Friedman, Michael B. 17 4 FALL 2007 23
Recent New York Cases Raskin, Judith B. 17 4 FALL 2007 25
Special Needs Forum Arkontaky, Adrienne J. 17 4 FALL 2007 27
Have You DRA Proofed Your Power of Attorney? Enea, Anthony J. 17 4 FALL 2007 30
Medicaid Estate Recovery Where There Is a Surviving Disabled Child Goldfarb, David 18 1 WINTER 2008 5
Advance Directive News: New Legislation Expands Surrogate Health Care Decision Making
Makofsky, Ellen G. 18 1 WINTER 2008 6
Use of a Trigger Trust in Will Drafting Kurre, Robert J. 18 1 WINTER 2008 7
What Is So Irrevocable About an Irrevocable Trust? Nolfo, Matthew J. 18 1 WINTER 2008 9
Recent New York Cases Raskin, Judith B. 18 1 WINTER 2008 14
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 Elderly
Salzman, Ira 18 2 SPRING 2008 5
New Developments in Holocaust Reparations and Medicaid Bogart, Valerie J. 18 2 SPRING 2008 12
Do Good and Feel Good Makofsky, Ellen G. 18 2 SPRING 2008 14
Housing Alternatives for the Elderly Rimsky, Neil T. 18 2 SPRING 2008 15
DRA and Tax Collide: Purchase of a Life Estate in Another Individual's Home Okrent, David R.; Goldfarb , David
18 2 SPRING 2008 23
Recent New York Cases Raskin, Judith B. 18 2 SPRING 2008 29
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; Esterces, Howard M.
18 3 SUMMER 2008 9
In Praise of a Smart Social Worker Kruger, Robert; Friedman, Lisa K.
18 3 SUMMER 2008 12
Practice Tip: Planning with Joint Accounts Fatoullah, Ronald A.; Meshnick, Stacey
18 3 SUMMER 2008 15
Scope of a Transfer Penalty Exemption for Transfers Made Exclusively for a Purpose Other Than to Qualify for Medicaid—Favorable Fair Hearing Decision
Mayer, Ronald C. 18 3 SUMMER 2008 16
Alert on Threatened Elimination of Spousal Impoverishment Protections in Medicaid Waiver Programs
Bogart, Valerie J. 18 3 SUMMER 2008 17
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 Article 81 of the Mental Hygiene Law When a Clash Is Inevitable
Enea, Anthony J. 18 4 FALL 2008 13
Federal Settlement Expands Access to Medicaid Consumer-Directed Personal Assistance and Nursing Services
Bogart, Valerie, J.; Briglio, Robert
18 4 FALL 2008 16
Advance Directive News: DNRs Homeside Makofsky, Ellen G. 18 4 FALL 2008 18
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, Robert
18 4 FALL 2008 22
Special Needs Forum: Waivers in New York Arkontaky, Adrienne J. 18 4 FALL 2008 25
New VA Laws Regarding Representation and Attorneys’ Fees Collier, Victoria L. 19 1 WINTER 2009 4
Veterans Benefits for the Elderly and Disabled Feld, Alice Reiter 19 1 WINTER 2009 6
Department of Veterans Affairs Publishes Final Regulations for Representation
Kane, Arlene 19 1 WINTER 2009 12
The End of Splendid Isolation: The History and Expansion of Veterans Law Pasculli, Felicia 19 1 WINTER 2009 15
Muhlstein v. N.Y.C. Human Res. Admin. 19 1 WINTER 2009 17
Housing and Economic Recovery Act of 2008 Di Costanzo, Salvatore M. 19 1 WINTER 2009 18
Guardianship News: Thoughts About Scandals Kruger, Robert 19 1 WINTER 2009 20
Advance Directive News: Living Longer but Dying Slower Ellen G. Makofsky 19 1 WINTER 2009 22
Recent New York Cases Raskin, Judith B. 19 1 WINTER 2009 23
Changes for Powers of Attorney in New York Bailly, Rose Mary; Hancock, Barbara S.
19 2 SPRING 2009 4
MOLST: New York State's Medical Orders to Honor the Wishes of a Seriously Ill Patient
Grimaldi, Judith D.; Lawlor, Tammy R.
19 2 SPRING 2009 15
NYC Medicaid Program Revises M11q Form—Medical Request for Home Care
Bogart, Valerie 19 2 SPRING 2009 22
Transfer Strategy Tip Under the DRA—Transfer to Adult Disabled Children Bogart, Valerie J.; Mayer, Ronald C.
19 2 SPRING 2009 25
Social Security Administration Establishes the Ticket to Work Program Kane, Arlene 19 2 SPRING 2009 28
A Text on Administering Special Needs Trusts Gruer, Sharon Kovaks 19 2 SPRING 2009 30
Valuable Online Tools for the Special Needs Practitioner Calareso, JulieAnn; DeKenipp, Lisa
19 2 SPRING 2009 31
Transition Planning for Children with Disabilities Arkontaky, Adrienne J. 19 2 SPRING 2009 32
Guardianship News: Guardianship Can Have Unusual Uses Kruger, Robert 19 2 SPRING 2009 35
Recent New York Cases Raskin, Judith B. 19 2 SPRING 2009 36
The New Rules of Professional Conduct for Elder Law Attorneys: Something Old, Something New, Something Borrowed, but Hopefully No One Blue
Calareso, JulieAnn 19 3 SUMMER 2009 4
NYSBA Elder Law Section Report of the Medicaid Committee Bogart, Valerie; Salzman, Ira
19 3 SUMMER 2009 9
Life Settlements: Legal Rights and Opportunities for Insurance Policy Owners Orestis, Chris 19 3 SUMMER 2009 13
Top Tax Topics Raised at the UnProgram Di Costanzo, Salvatore M. 19 3 SUMMER 2009 16
Advance Directive News: DNR Damages Denied Makofsky, Ellen G. 19 3 SUMMER 2009 18
Recent New York Cases Raskin, Judith B. 19 3 SUMMER 2009 19
Wong v. Doar Reixach, René; Bellin, Aytan Y.
19 4 FALL 2009 5
Estate Tax Reform: Don’t Forget About Basis Issues Okrent, David R. 19 4 FALL 2009 7
The Treatment of Joint Accounts in an Article 81 Guardianship Proceeding Enea, Anthony J. 19 4 FALL 2009 10
Post DRA Planning: “Viable” Unpaid Spenddown Amount Reduces NAMI Mukerji, Deepankar 19 4 FALL 2009 13
New Web Resources and New State Prescription Drug Subsidy for People Under 65
Bogart, Valerie J. 19 4 FALL 2009 15
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 Service Provider
Simone, Michael 20 1 WINTER 2010 8
Medicaid Managed Long-Term Care in New York: Part I Kronenberg, David; Silva, David
20 1 WINTER 2010 10
Medicare Home Health Administrative Appeals: A Primer Stein, Ilene 20 1 WINTER 2010 17
Medicaid Certified Home Health Agency (CHHA) Services: Background and Threatened Reductions
Bogart, Valerie J. 20 1 WINTER 2010 24
Excerpt of CHHA Reimbursement Workgroup Letter 20 1 WINTER 2010 28
Community-Based Programs for Children with Disabilities Arkontaky, Adrienne J. 20 1 WINTER 2010 31
Deinstitutionalization and Medicaid Home Care Briglio, Robert 20 1 WINTER 2010 36
Will My New York Personal Care Contract Work in Florida? Krooks, Howard S. 20 1 WINTER 2010 38
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.; Trinh, Kathryn
20 1 WINTER 2010 49
What Do We Tell Seniors About the Tax Impact of a Surrender or Sale of a Life Insurance Contract?
Bress, Dean S. 20 1 WINTER 2010 51
Profit from Good Communication and Education: What Your Financial Advisor Network Needs to Hear from You
Stefans, Donna M. 20 1 WINTER 2010 53
Medicaid Managed Long-Term Care in New York: Part II Kronenberg, David; Silva, David
20 2 SPRING 2010 4
Electronic Surveillance and Home Care: A Reasonable Expectation of Privacy?
Banach, Edo; Newfield, James
20 2 SPRING 2010 15
New York City Revises the M11q Form for Medicaid Personal Care Services: Another Attempt to Reduce Access to Home Care
Bogart, Valerie J. 20 2 SPRING 2010 18
The “Improvement Standard”—A Barrier to Medicare Coverage for Chronic Conditions
Chiplin, Jr., Alfred J. 20 2 SPRING 2010 26
Advocating for Twenty-Four Hour Split-Shift Home Care: Building Your Case at Fair Hearing
Cona, Jennifer B. 20 2 SPRING 2010 30
The Benefit of a Pooled Trust for Individuals in the Community Mascali, Robert P. 20 2 SPRING 2010 33
Advance Directive News: Proposed Amendment to the Health Care Proxy Law Makofsky, Ellen G. 20 2 SPRING 2010 37
Recent New York Cases Raskin, Judith B. 20 2 SPRING 2010 39
The Early Intervention Program for Children with Special Needs, from Birth to Age Three
Arkontaky, Adrienne J. 20 2 SPRING 2010 41
Guardianship News: The Future of Article 81 Practice—One View Kruger, Robert 20 2 SPRING 2010 44
Medicaid Trusts: What's Your Basis? Krooks, Bernard A.; Blattmachr, Jonathan G.
20 3 SUMMER 2010 4
New York State Power of Attorney Law and Proposed Amendments Goldfarb, David 20 3 SUMMER 2010 7
Using Long-Term Care Insurance as Part of the Elder Care Plan Asher, Jeffrey A. 20 3 SUMMER 2010 10
Are Inherited IRAs Subject to Creditors' Rights? Goldberg, Seymour 20 3 SUMMER 2010 15
Helping Homeowners Keep Their Homes During the Nation's Largest Sub-prime Mortgage Meltdown and Foreclosure Crisis in Our Country's History
Pena, Anneris A. 20 3 SUMMER 2010 17
The Forgotten Asset: The Buy-Sell Agreements in Partnerships, Corporations and Limited Liability Companies and Elder Law
Rothenberg, Bruce A. 20 3 SUMMER 2010 27
Social Adult Day Services: Structure, Support and Community for Frail Older Adults and Persons with Dementia
Wexler, Julie 20 3 SUMMER 2010 31
The Story of Shelter: Intervention and Prevention of Elder Abuse Lok, Deidre M.W.; Solomon, Joy
20 3 SUMMER 2010 33
Adult Day Health Care Services: A Community Option for the Elderly Butler, Sandra 20 3 SUMMER 2010 37
Accessing Fair Hearing Decisions Bellus, Melinda; Abrahams, Beth Polner
20 3 SUMMER 2010 39
Advance Directive News: The Family Health Care Decisions Act Makofsky, Ellen G. 20 3 SUMMER 2010 41
Recent New York Cases 20 3 SUMMER 2010 43
Guardianship News: Court Evaluator's Redux Kruger, Robert 20 3 SUMMER 2010 45
Notes and Anecdotes 20 3 SUMMER 2010 47
The Court of Appeals Holds That Estate Planners Can Be Sued for Malpractice by Estate Fiduciaries
Salzman, Ira 20 4 FALL 2010 4
Nursing Home Collection Cases—Who Is Liable for the Cost of Care? Nolfo, Matthew J.; Mancino, Vincent P.
20 4 FALL 2010 6
POMS Changes Effective October 1, 2010 Mascali, Robert P.; O’Hara, Amy C.
20 4 FALL 2010 14
Queens County Surrogate’s Court Electronic Filing Through the NYS Court E-Filing System (“NYSCEF”)
Fatoullah, Ronald A.; Kurre, Robert J.
20 4 FALL 2010 17
Education Law and the Role of the Grandparents Rosken, Brad H. 20 4 FALL 2010 20
Family Health Care Decisions Act and Article 17-A: Decision Making for Individuals with Developmental Disabilities or Mental Retardation
Mechaly, Lauren I. 20 4 FALL 2010 23
Protecting the Elderly and/or Mentally Impaired Nursing Home Patient from Tardive Dyskinesia
Radna, Sandra M. 20 4 FALL 2010 25
Grantor Retained Annuity Trusts: An Estate Planning Golden Opportunity Galteri, Patricia; Corwin, Nathaniel L.; Montesano, Carmela T.
20 4 FALL 2010 27
The Infant’s Compromise: From Settlement to Hearing Donato, Jeffrey M. 20 4 FALL 2010 30
State Veterans Homes: The Best Option for Veterans Requiring Skilled Nursing Care
Sganga, Fred S. 20 4 FALL 2010 34
Limited Partnerships and Limited Liability Companies: Holding Company Valuation Observations for Practitioners
Lambert, Hugh 20 4 FALL 2010 38
Ethical Considerations for the Elder Law Attorney Under the Rules of Professional Conduct
Burner, Nancy 20 4 FALL 2010 41
The NYC Elder Abuse Center: Strengthening the Response to Elder Abuse Utilizing a Collaborative Model
Breckman, Risa; Lachs; Solomon, Joy
20 4 FALL 2010 44
Where to Go After Homecare: Other Community Resources for Senior Citizens
Roach, George L. 20 4 FALL 2010 47
Real Estate Appraising: An Overview Lucas, George 20 4 FALL 2010 49
Recent New York Cases Raskin, Judith B. 20 4 FALL 2010 50
Advance Directive News: Legislative Authority for Surrogate Decision Making by Same-Sex Couples
Makofsky, Ellen G. 20 4 FALL 2010 53
Potential Liability Pitfalls for Elder Law and Estate Planning Attorneys Rice, Marian C. 20 4 FALL 2010 55
Guardianship News: Personalities, or Embalming with Bile Kruger, Robert 20 4 FALL 2010 57
Divorce and Planning for Children with Special Needs Arkontaky, Adrienne J. 20 4 FALL 2010 59
Why a Client’s Status as a Veteran Should Be an Important Component of Your Planning
Pasculli, Felicia 20 4 FALL 2010 61
Notes and Anecdotes 20 4 FALL 2010 63
Article 17-A Practice Across New York State: A Survey of Surrogate's Court Calareso, JulieAnn; 21 1 WINTER 2011 4
Practices in Surrogate's Court Procedure Act Article 71-A Cases Grimsley, Brian R.
Comprehensive Estate Recovery in New York Nolfo, Matthew J. 21 1 WINTER 2011 10
The Do's and Don'ts of Administering Medicare Set-Asides Belisle, Todd; Gonzalez, Rafael
21 1 WINTER 2011 13
The Roth IRA Conversion: A Unique Opportunity Pfeiffer, William; Stefans, Donna M.
21 1 WINTER 2011 16
Alleged Onset Date for Retirement, Survivors, Disability Insurance and Supplemental Security Income—Recent Critical Implications
Kane, Arlene 21 1 WINTER 2011 18
Article 17-A Guardianships—In Need of a Legislative Overhaul? Mukerji, Deepankar 21 1 WINTER 2011 22
A Guide to Understanding the Minimum Wage and Overtime Requirements for Domestic Employers in New York State
Gilder, Evan M. 21 1 WINTER 2011 26
Using Life Estates in Medicaid Planning Meshnick, Stacey 21 1 WINTER 2011 30
Hospice and Palliative Care in New York: Changing Landscape for Patients, Families and Providers in Health Decision Making
Morrissey, Mary Beth; Leven, David C.
21 1 WINTER 2011 32
Death Before Determination: Securing Retroactive Medicaid Home Care Benefits
Cona, Jennifer B. 21 1 WINTER 2011 40
Early Termination Provisions in First Party Self Settled and Pooled Trusts—Recent Changes to the POMS
Mascali, Robert P.; O’Hara, Amy C.
21 1 WINTER 2011 42
The New Divorce Legislation Rubin, Debra L. 21 1 WINTER 2011 45
Legal Headaches Involving the Post-Death Recharacterization of Roth IRAs Goldberg, Seymour 21 1 WINTER 2011 49
Elder Law Attorneys and Daily Money Managers: A Unique Relationship to Help Seniors in the 21st Century
Eddy, Rebecca R. 21 1 WINTER 2011 51
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 Protection of Public Benefits While Enhancing the Quality of Life of an Individual with Disabilities
Arkontaky, Adrienne 21 1 WINTER 2011 57
The Intersection Between VA Pension Benefits and Medicaid-Qualifying Trusts
Pasculli, Felicia 21 1 WINTER 2011 59
Notes and Anecdotes: What We've Learned About Planning Ahead Bruno, Phil 21 1 WINTER 2011 61
The Least Restrictive Environment: The Tie That Binds Guardianships and Educational Needs
Howlett, Patricia; Blair, Maggie; Howlett, Charles F.
21 2 SPRING 2011 4
An Introduction to the State Legislative Process and Budget Cycle Cathers, Michael D. 21 2 SPRING 2011 10
New York Laws Provisions Impacting Elder Law in 2009 and 2010 Goldfarb, David 21 2 SPRING 2011 16
Demystifying Services for the Developmentally Disabled Marcott, Craig 21 2 SPRING 2011 19
Grandparent Visitation Rubin, Debra L. 21 2 SPRING 2011 22
The Value of Daily Money Management Programs for Older Adults Sacks, Debra 21 2 SPRING 2011 26
SCPA Section 1310: Another Tool to Maximize Asset Protection Jonsson, Kristin S. 21 2 SPRING 2011 33
Appointing a Guardian in America: How Do We Get There? Strauss, Peter J. 21 2 SPRING 2011 35
Uniform Adult Guardianship and Protective Proceedings Jurisdiction Act: Sub-Committee Report
Kruger, Robert; Lamberti, Anthony; Miller, Ira
21 2 SPRING 2011 38
What Is an Estate Planner to Do Without the Protections of Strict Privity? Enea, Anthony J. 21 2 SPRING 2011 39
Spousal Rollover of Retirement Accounts Goldberg, Seymour 21 2 SPRING 2011 41
The Need for Longevity Planning Shorrock, Steve 21 2 SPRING 2011 43
Death in 2010: Federal Estate Tax Election Katz, Robert; Katz, Neil D. 21 2 SPRING 2011 45
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, Trilby
21 3 SUMMER 2011 10
New York State's 2011 Budget Bill: Expanded Estate Recovery Goldfarb, David 21 3 SUMMER 2011 17
Advocating for "Appropriate" Special Education Services: Focusing on the IEP Blau, Andrea F. 21 3 SUMMER 2011 20
Institutional Guardianship: A Team Approach Paves the Way Home for Some Kaminsky, Julia; Negrón, Laura
21 3 SUMMER 2011 25
Protracted Medicaid Disputes: The Provider's Perspective Levitin, Nancy 21 3 SUMMER 2011 27
The Clinical Impact of the Family Health Care Decisions Act on the Role of Guardians and Other Surrogates
Paris, Barbara; Breznay, Jennifer
21 3 SUMMER 2011 31
Impact of the Patient Protection and Affordable Care Act Rimsky, Neil T. 21 3 SUMMER 2011 33
The 2010 Tax Relief Act—An Overview of the Law and Its Impact Corwin, Nathaniel L. 21 3 SUMMER 2011 37
The Impact of the Wage Theft Prevention Act on Domestic Employees in New York State
Gilder, Evan M. 21 3 SUMMER 2011 41
Ethics Poll Conducted by the Elder Law Section Ethics Committee Raskin, Judith B.; Kaplan, Natalie J.
21 3 SUMMER 2011 43
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 Security Income and Medicaid (Part 2)
Arkontaky, Adrienne J. 21 3 SUMMER 2011 49
Supplemental Needs Trusts: News, Views, and Then Some Mascali, Robert 21 3 SUMMER 2011 51
Excerpts from the Elder Law Section’s E-News, Spring 2011 E-News 21 3 SUMMER 2011 53
Surrogate Decision Making for Incapable Adult Patients with Mental Disabilities: A Chart of Applicable Laws and Regulations
Swidler, Robert N. 21 3 SUMMER 2011 56
Honoring Patient Preference at the End of Life: The MOLST Process and the Family Health Care Decisions Act
Lipson, Karen; Karmel, Jonathan
21 3 SUMMER 2011 62
Making the Family Health Care Decisions Act Apply to Hospice Patients McMahon, Kathy 21 3 SUMMER 2011 72
Extending the Family Health Care Decisions Act to Home Care Cardillo, Alfredo D. 21 3 SUMMER 2011 80
A Bridge to Somewhere: The Family Health Care Decisions Act Kietzman, Paul R. 21 3 SUMMER 2011 86
The Palliative Care Information Act and Its Applicability to Cases Subject to the Family Health Care Decisions Act
Leven, David C. 21 3 SUMMER 2011 89
Nursing Home Neglect—Evaluating the Pressure Sore Case Glass, Michael G. 21 4 FALL 2011 8
Moral Fatigue: Ethical Reflections on the FHCDA Escobar-Plagman, Andrea 21 4 FALL 2011 11
Understanding Depression Among Older Adults Furst, Lisa; Berman, Jacquelin
21 4 FALL 2011 15
Funding a Special Needs Trust: How Much Is Enough? Marcott, Craig 21 4 FALL 2011 19
Choice Brings Enhanced Lives for People with Developmental Disabilities Platkin, Susan 21 4 FALL 2011 22
U.S. Holders of, and Signers on, Foreign Accounts Beware: FBAR Filing Obligations Clarified and Expanded in 2011 Final Regulations
Whalen, Elizabeth A. 21 4 FALL 2011 24
Palliative Care Information Act: A Social Perspective— What Candid Conversations Will Mean for You
Levine, Amy 21 4 FALL 2011 28
Personal Care at Home and the Americans with Disabilities Act: How Much Care Is Enough, and Who Decides? Amicus Curiae Memorandum of Law in U.S. v. Feldman/U.S. v. City of New York (SDNY)
21 4 FALL 2011 30
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 the Money Go?
Mascali, Robert 21 4 FALL 2011 48
What Families Do When a Loved One with Disabilities Is Denied the Home and Community-Based Waiver
Arkontaky, Adrienne J. 21 4 FALL 2011 50
E-News: Excerpts from the Elder Law Section’s Summer 2011 E-News 21 4 FALL 2011 52
Court Evaluator Creativity in the Distribution of Justice: Providing a Voice to the Voiceless
Blau, Andrea F. 22 1 WINTER 2012 8
Can the Trustee of an Irrevocable Trust Obtain a Reverse Mortgage? Bodow, Wayne R. 22 1 WINTER 2012 11
New York State's People First Waiver for Developmental Disabilities Services: Crafting a Plan for Delivering Comprehensive, Person-Centered Care
Burke, Courtney 22 1 WINTER 2012 14
Medicare Prescription Drug Coverage: Barriers to Access at the Pharmacy Counter
Goggin-Callahan, Doug 22 1 WINTER 2012 18
New York Law Provisions Impacting Elder Law in 2011 Goldfarb, David 22 1 WINTER 2012 20
Guardianship News: Buying a House Kruger, Robert L. 22 1 WINTER 2012 22
The People First Waiver and Children With Disabilities Landwehr, Allison 22 1 WINTER 2012 24
Advance Directive News: A Melody Requiring Reflection Makofsky, Ellen G. 22 1 WINTER 2012 28
Housing Options for Adults With Intellectual and Developmental Disabilities in New York
Maltby, John 22 1 WINTER 2012 30
How to Prepare for and Win an Administrative Fair Hearing Marchese, Jr., Richard A. 22 1 WINTER 2012 36
Pooled Trusts and the Preemption Doctrine Mascali, Robert P. 22 1 WINTER 2012 40
Seeking Reimbursement for Private School Tuition Mechaly, Lauren I. 22 1 WINTER 2012 42
Guardianships and Supplemental Needs Trusts (SNTs) as Planning Tools for Parents of Adult Disabled Children: A Case Study
Meyers, Sara 22 1 WINTER 2012 44
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 Reporting a Score
Rifkin, Anthony 22 1 WINTER 2012 49
Ticket to Work—Support Services for People Who Live With a Disability and Want to Work
Arkontaky, Adrienne 22 1 WINTER 2012 53
Advocates' Letter to Centers for Medicare & Medicaid Services Dooha, Susan; Salzman, Leslie; Mueller, Roberta; Stevens, Jane Greengold; Vaamonde, Liliana; Keilin, Nina; de Jung, Trilby; Rosenberg, Joseph
22 1 WINTER 2012 55
Memorandum on Proposed Regulation on Medicaid Estate Recovery Goldfarb, David 22 1 WINTER 2012 75
“Freely and Independently”: Diluting the Right of an A.I.P. to Retain Counsel in an Article 81 Proceeding
Strauss, Peter J.; Trigoboff, Kim F.
22 2 SPRING 2012 8
Beyond the Routine Advance Directives: An Important End-of-Life Issue That Can Easily Be Missed
Sarlis, Jim D.; Somekh, Lori
22 2 SPRING 2012 15
Administering Supplemental and Special Needs Trusts: What the Trustee of an SNT Needs to Know About SSI and Medicaid
Robert, Joan Lensky 22 2 SPRING 2012 18
Medicaid Fair Hearings and the “Continuum of Care” from a Government Perspective
McLane, Daniel S. 22 2 SPRING 2012 26
But—Officer—My Transfer Was Not for Medicaid Purposes! Kiperman, Regina 22 2 SPRING 2012 29
Revision of EPTL 10-6.6 and Its Implications for Special Needs Estate Planning
Krupka, Elana 22 2 SPRING 2012 33
Drafting Special Needs Trusts That Are Tailored to the Needs of the Beneficiary: A Primer
Enea, Anthony J. 22 2 SPRING 2012 35
Bullying and a Discussion of T.K. and S.K., Individually and on Behalf of L.K. v. New York City Department of Education
Walsh, Tracey Spencer 22 2 SPRING 2012 39
Impartial Hearings—Practical Tips for Preparing and Conducting Them Richmond, Susan Mills 22 2 SPRING 2012 41
Representing Parents in Special Education Hearings Under the IDEA: New Opportunities for the Special Needs/Elder Law Attorney
Cuddy, Andrew K.; Cuddy, Michael J., Jr.
22 2 SPRING 2012 43
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.; Kurre, Robert J.
22 2 SPRING 2012 50
Elder Law Section Ethics Committee Poll #3 Raskin, Judith B.; Kaplan, Natalie J.
22 2 SPRING 2012 52
Best of 2012 Unprogram Laidlaw, Moira S. 22 3 SUMMER 2012 9
Balancing the Interest of a Minor and a Parent Where the Minor Is the Injured Party in a Personal Injury Action
Jerian, Kathryn E.; Mascali, Robert P.
22 3 SUMMER 2012 11
Disciplinary Issues Facing Students with Special Needs Mechaly, Lauren I. 22 3 SUMMER 2012 14
Routine Violations of Medical Privacy in Article 81 Guardianship Cases: So What or Now What?
Rosenberg, Joseph A. 22 3 SUMMER 2012 17
Guardianship News: Anatomy of a Guardianship, or “The $5,000,000 E-mail” Kruger, Robert 22 3 SUMMER 2012 34
The Dos and Don’ts of Preparing and Supervising the Signing of Wills for the Elderly, Impaired and Infirm
Gruner, Joseph H. 22 3 SUMMER 2012 37
Your Client’s Home in the Irrevocable Medicaid Qualifying Trust: To “Use” and to “Occupy”
Butler, Diane Lynne ; Ansanelli, Vincent W.
22 3 SUMMER 2012 40
Back to the Future: Expanded Medicaid Estate Recovery Repealed Goldfarb, David 22 3 SUMMER 2012 44
Update on Proposed Amendment to the Health Care Proxy Law Makofsky, Ellen G. 22 3 SUMMER 2012 46
Ethics Poll Conducted by the Elder Law Section Ethics Committee Raskin, Judith B.; Kaplan, Natalie J.
22 3 SUMMER 2012 47
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 Adamo, Moriah
22 4 FALL 2012 19
Advance Directive News: Circumstances Change Makofsky, Ellen G. 22 4 FALL 2012 22
Pooled Trusts and the Preemption Doctrine—An Update Mascali, Robert P. 22 4 FALL 2012 23
The Care, Upkeep and Planned Death of a Client File Brooks, Kameron 22 4 FALL 2012 25
Recent 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 Chickens in the Bathroom
22 4 FALL 2012 34
The New York State Partnership for Long-Term Care: An Underused Asset Aronson, Peter 23 1 WINTER 2013 7
Amending a Trust Instrument with a Power of Attorney After Perosi v. LiGreci Galette, Helen Z.; Villani, James M.
23 1 WINTER 2013 11
Mediation: It's Not Just When the Marriage Breaks Up Martinez, Antonia J.; Shaw, Robert W.
23 1 WINTER 2013 15
The Achieving a Better Life Experience (ABLE) Act of 2011: Good Intentions, Questionable Results
Pleat, Tara Anne; Wilcenski, Edward V.
23 1 WINTER 2013 18
Balancing the Interests of a Minor and a Parent Where the Minor Is the Injured Party in a Personal Injury Action—Part Two: Establishing the Chosen Settlement Vehicle
Jerian, Kathryn E. 23 1 WINTER 2013 22
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 York State
23 1 WINTER 2013 33
Putting the Pieces of the Puzzle Together: Special Needs Planning for the Special Needs Young Adult
Mechaly, Lauren I. 23 2 SPRING 2013 6
Qualified Tuition Programs / 529 Plans and the Individual with Disabilities Simha, Mordecai Y.; Simha, Elana M. Krupka
23 2 SPRING 2013 11
Hearing Assistance That People Love and Will Use Myers, David G. 23 2 SPRING 2013 15
New York City Recipients of Community-Based Long Term Care Begin Transition to Managed Long Term Care
Roizin, Rosanna 23 2 SPRING 2013 18
Special Needs Planning and New York’s Amended Decanting Statute Briand, Elizabeth C.; Moskowitz, Sarah C.
23 2 SPRING 2013 20
The Importance of the Express Provisions of the IEP for Students with Disabilities and the Impact of R.E. v. N.Y.C. Dep’t of Educ.
McGinley, Maria C. 23 2 SPRING 2013 24
Concussions in Children and Adolescents: A Shifting Medical and Legal Landscape
Yellin,Paul B., M.D., Yellin, Susan
23 2 SPRING 2013 27
The Role of Counsel Valentin, Elizabeth; Kruger, Robert
23 2 SPRING 2013 31
Ten Planning Essentials as Your Developmentally Disabled Child Turns 18 Morris, Susan W. 23 2 SPRING 2013 34
Why Elder Law? A Recent Graduate’s Perspective Levin, Malya; Lok, Deirdre; Solomon, Joy
23 2 SPRING 2013 35
Ten Tips for Serving as an Article 81 Guardian Mooney, Christine; Nydick, Leslie
23 2 SPRING 2013 38
Advance Directives: A Step Back Into the Fifties, the View from Cuba Makofsky, Ellen G. 23 2 SPRING 2013 42
Elder Law Section Ethics Committee Poll #5 Raskin, Judith B.; Kaplan, Natalie J.
23 2 SPRING 2013 44
Recent New York Cases Raskin, Judith B. 23 2 SPRING 2013 46
Using a Supplemental Needs Trusts in Special Education Litigation Arkontaky, Adrienne; Mascali, Robert P.
23 2 SPRING 2013 48
Remembering Hon. Joel K. Asarch Robert, Joan Lensky 23 3 SUMMER 2013 11
Estate Planning 2013 and Beyond Peck, Lawrence J.; Aronson, Peter
23 3 SUMMER 2013 13
Foreclosure Settlement Strategies for Seniors Bodow, Wayne R. 23 3 SUMMER 2013 21
Reverse Mortgages: Dispelling the Myths Somekh, Lori R. 23 3 SUMMER 2013 29
Changes in the 2013 New York Budget Bill Goldfarb, David 23 3 SUMMER 2013 33
New York’s 2012 Managed Long Term Care Report: An Incomplete Picture Bogart, Valerie; de Jung, Trilby; Farrell, Leah
23 3 SUMMER 2013 34
The Importance of Using Pooled Supplemental Needs Trusts in the New Era of Medicaid Managed Long Term Care
Kandel, Mia; Silver, Carolyn 23 3 SUMMER 2013 36
Coverage Confusion: Untangling Myths About the Medicare Home Health Benefit
Goggin-Callahan, Doug 23 3 SUMMER 2013 39
Knowledge of Family Dynamics: Useful or Not When Your Client or Your Client’s Parent Is Receiving Home Care?
Skwerer, Lory Alissa 23 3 SUMMER 2013 42
Problems in the Assessment of Testamentary Capacity Mart, Eric G. , Ph.D., ABBP (Forensic)
23 3 SUMMER 2013 47
Recent 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 Drinking Companion
Kaplan, Natalie J. 23 3 SUMMER 2013 61
Status of Liberty Rights for Persons with Mental Retardation Tressler, Gloria R. 23 4 FALL 2013 7
Domestic Abuse of the Elderly: Observations, Explanations and Recommendations
Cook, Logan M. 23 4 FALL 2013 17
Scenes from the Summer Meeting 23 4 FALL 2013 22
Funding Home Programs and Private Schools—Possible, Yes! Easy? Not Exactly
Spencer Walsh, Tracey 23 4 FALL 2013 28
The New York NAELA Niche Mascali, Robert P. 23 4 FALL 2013 29
Veterans' Benefits for the New York State Veteran Daratsos, Nina M. 23 4 FALL 2013 30
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 Managed Long Term Care
Goldfarb, David 24 1 WINTER 2014 15
Brooklyn Law School Launches Elder Rights Clinic Lok, Deirdre M.W.; Landry-Reyes, Jane
24 1 WINTER 2014 17
Article 81 Guardianship: Termination, Modification, and Removal Donaldson, Stephen 24 1 WINTER 2014 18
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 Unexpected!!
Blau, Andrea F. 24 1 WINTER 2014 34
Elder Law Section Ethics Committee Poll #8 Results Raskin, Judith B.; Kaplan, Natalie J.
24 1 WINTER 2014 36
Scenes from the Elder Law Section Fall Meeting 24 1 WINTER 2014 38
After a Decade of Litigation, Relief for New York City Adult Home Residents Borgmann, Jota 24 2 SPRING 2014 7
NYC HRA Has Gotten it Wrong: Medicaid's Misapplication of the Spousal Impoverishment Rules in Spousal Refusal Cases
Forspan, Elizabeth; Moskowitz, Sarah C.
24 2 SPRING 2014 10
Protecting the Most Vulnerable of Our Communities: Legislative Responses to Particularly Offensive Crimes—Criminal Statutes Aimed at Protecting the Health and Welfare of Incompetent, Physically Disabled and Vulnerable Elderly Persons
Doherty, William A. 24 2 SPRING 2014 14
Misuse of Antipsychotic Drugs in Nursing Homes: Are We Making Any Progress?
Edelman, Toby 24 2 SPRING 2014 23
Advance Directive News: Polar Opposites but the Same Sad Story Makofsky, Ellen G. 24 2 SPRING 2014 26
The Contested 17-A Guardianship: An Overview Levin, Naomi 24 2 SPRING 2014 28
Least Restrictive Environment: The Integration Presumption 35 Years Later Davis, Lenore 24 2 SPRING 2014 32
Developments for Aging in Place Rimsky, Neil T. 24 2 SPRING 2014 38
Guardianship News: What Does a Guardian Do?—Teresa Kruger, Robert 24 2 SPRING 2014 40
New York NAELA Niche: The Bipartisan Budget Act of 2013 and Ahlborn Mascali, Robert P. 24 2 SPRING 2014 42
Recent Tax Bits and Pieces Okrent, David R. 24 2 SPRING 2014 44
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.; Kaplan, Natalie J.
24 2 SPRING 2014 51
"Ableism" in the Legal Sphere: An Analysis of MHL Article 81 Adult Guardianship of Persons with Intellectual Disabilities
Meyer, Anne P. 24 3 SUMMER 2014 7
Spotlight on Elder Abuse: Looking Up from the Law Solomon, Joy; Levin, Malya 24 3 SUMMER 2014 14
Is Your Client's Trust Accomplishing Its Objectives? Montag, Henry 24 3 SUMMER 2014 16
Pooled Supplemental Needs Trusts: A Conflict of Interest? Donaldson, Stephen 24 3 SUMMER 2014 18
A Pool of Trust: The Community Option Wells, Theresa 24 3 SUMMER 2014 24
The New York NAELA Niche—Update on "Improvement Standard" and "Observation Status"
Rheinhardt, Jeffrey N. 24 3 SUMMER 2014 27
Guardianship News: Unpleasant People Kruger, Robert 24 3 SUMMER 2014 32
Recent Tax Bits and Pieces Okrent, David R. 24 3 SUMMER 2014 33
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 Letter
Borgmann, Jota; Coalition of Advocates
24 3 SUMMER 2014 37
Practical Considerations for Attorneys and Trustees: Trust Decanting After Matter of Kroll
Candido, Elizabeth A. 24 4 FALL 2014 7
Matrimonial Actions and the Use of Supplemental Needs Trusts for Individuals with Disabilities
Simha, Elana M.; Simha, Mordecai Y.
24 4 FALL 2014 9
Universal Service in the 21st Century: Improving Telecommunications Accessibility for Americans with Disabilities
Chu, Michelle K. 24 4 FALL 2014 12
Balancing Autonomy and Beneficence: The Legal, Sociopolitical, and Philosophical History of and Support for Legalizing Assisted Suicide
Benston, Shawna 24 4 FALL 2014 22
Financial Exploitation of the Elderly: Legislative Update Klampert, Elizabeth Henry; Levin, Malya
24 4 FALL 2014 29
Heeding the Call: Response to National Survey on Elder Law Education Solomon, Joy; Feinman, Meredith
24 4 FALL 2014 31
HUD’s New Regulations, Passed in the Wake of Bennett v. Donovan, Offer Protections for Non-Borrower Spouses in Reverse Mortgage Situations
Sarlis, Jim D. 24 4 FALL 2014 33
Medicaid Recoveries, Liens and Strategies Pfeifer, Michael L. 24 4 FALL 2014 37
Guardianship News: Some Problems Facing Guardians Kruger, Robert 24 4 FALL 2014 40
Recent New York Cases Raskin, Judith B. 24 4 FALL 2014 42
Avoiding Minefields on the Homefront: The Veterans Administration, Veterans Benefits and How Attorneys Can Help Our Veterans Navigate the Field Safely
Doherty, William A. 25 1 WINTER 2015 7
Updates to the New York State Family Offense Petition Provide New Protections from Financial Exploitation
Sarah Duval 25 1 WINTER 2015 16
Advance Directives: An Idea Whose Time Has Come Makofsky, Ellen G. 25 1 WINTER 2015 19
Speaking for the AIP Who Lacks a Voice: How to Serve as Counsel for the AIP
Mahoney, Keri 25 1 WINTER 2015 20
Recent Tax Bits and Pieces Okrent, David R. 25 1 WINTER 2015 21
Resolving Conflicts Among Multiple Surrogates Under the Family Health Care Decisions Act
Angley, Patricia L. 25 1 WINTER 2015 27
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 from Jason A. Helgerson, Medicaid Director, New York State Office of Health Insurance Programs
25 2 SPRING 2015 14
The Transfer of an Incapacitated Person Outside the Jurisdiction of New York State
Francis, Leslie; Mooney, Christine
25 2 SPRING 2015 16
Understanding the "Undue" in "Undue Influence" Enea, Anthony J. 25 2 SPRING 2015 19
Special Education Law Lingo Libutti, Eileen; Frankola, Jennifer; Ruggieri, Julie
25 2 SPRING 2015 21
Ethics Poll #11 Results Kaplan, Natalie J.; Tribble, Phillip; Raskin, Judith B.
25 2 SPRING 2015 26
Welcome to the Community! Calareso, JulieAnn 25 3 SUMMER/FALL
2015 9
Why You Should Consider Donating a Lapsing Insurance Policy to a Charity Enea, Anthony J.; Meyers, Michael L.
25 3 SUMMER/FALL
2015 12
Elder Abuse Committee Spotlight 25 3 SUMMER/FALL
2015 13
Aging Outside the Traditional Family: Problems and Possibilities Russell, Cate; Qureshi, Hina; Lok, Deirdre
25 3 SUMMER/FALL
2015 14
Protecting Nursing Home Residents from Chemical Restraints: Action Is Needed to Reduce and Eliminate Widespread Inappropriate Antipsychotic Drugging
Mollot, Richard 25 3 SUMMER/FALL
2015 17
Testimony for a Hearing on Antipsychotic Drugs in Nursing Homes Mollot, Richard 25 3 SUMMER/FALL
2015 21
Guardianship News: Combat Pay Kruger, Robert 25 3 SUMMER/FALL
2015 24
Recent New York Cases Dello-Iacono, Anne E. 25 3 SUMMER/FALL
2015 27
Adventures in Fly Fishing: An Interview with Marty Hersh, Self-Proclaimed “Disney Nut”
Coombs, Jessica 25 3 SUMMER/FALL
2015 29
Elder Law and Special Needs Section Summer Meeting Lawlor, Tammy; Fatoullah, Ronald
25 3 SUMMER/FALL
2015 32
Protecting the Vulnerable Beneficiaries of Special Needs Trusts and Other Trusts: Re-Purposing the "Trust Protector"
Glen, Kristin Booth 26 1 WINTER 2016 7
Should They Go or Should They Stay? Issue-Spotting for the New York lawyer Whose Clients May Be Considering a Change in Domicile to Florida
Fanizza, Joanne 26 1 WINTER 2016 16
Update on Immediate Needs Medicaid: New Section Added to Social Services Law
Mukerji, Deepankar 26 1 WINTER 2016 21
Legislation Committee Spotlight 26 1 WINTER 2016 23
Naming a Supplemental Needs Trust as a Beneficiary of a Charitable Remainder Trust
Gray, George H. 26 1 WINTER 2016 24
Separated but Not Divorced: The Long Term Care Planning Implications Enea, Anthony J. 26 1 WINTER 2016 30
Putting the "Sex" in Sexagenarian: Older Adults, Dementia and the Case of Henry Rayhons
Levin, Malya; Solomon, Joy; Lok, Deirdre
26 1 WINTER 2016 32
New York NAELA Niche Mascali, Robert P. 26 1 WINTER 2016 37
Third Annual Elder and Special Needs Law Journal Writing Competition 26 1 WINTER 2016 38
Which Clients Can Benefit from ABLE Accounts? Mahoney, Keri 26 1 WINTER 2016 39
Building a Better Court Evaluator Report Donaldson, Stephen 26 1 WINTER 2016 42
Technology Committee Update—More About the Communities 26 1 WINTER 2016 43
Ethics Poll #12—Results 26 1 WINTER 2016 44
Liaison Spotlight: Lisa Bataille Carpenter, Katy 26 1 WINTER 2016 46
Elder Law and Special Needs Section Fall Meeting Pleat, Tara Anne; Nolfo McKenna, Judy
26 1 WINTER 2016 48
25th Anniversary Edition of the Elder and Special Needs Law Journal 26 2 SPRING 2016
25 Years of Section Leadership 26 2 SPRING 2016 8
Elder Law Section Co-Founder Dies at 95 26 2 SPRING 2016 9
The Creation of the Elder Law Section Kessler, Muriel S. 26 2 SPRING 2016 10
Member Spotlight: Robert Abrams Carpenter, Katy 26 2 SPRING 2016 11
Practical Tips for Special Needs Planning Freedman, Robert M. 26 2 SPRING 2016 12
Practice News: Elder Law—A Client-Driven Practice Russo, Vincent J. 26 2 SPRING 2016 14
We Were Criminals Once Burke, Walter T. 26 2 SPRING 2016 17
Elder Law Coming of Age: The Way We Were Madigan, Kathryn Grant 26 2 SPRING 2016 18
Statutory Power of Attorney Compensation: When Professional Acts O’Connor, Michael E. 26 2 SPRING 2016 20
Elder Abuse and the Court System: Oil and Vinegar? Krooks, Bernard 26 2 SPRING 2016 22
Medicaid Under DRA ‘05—18 Months Later; Recent Developments in New York Shape the Elder Law Attorney’s Approach to Medicaid Planning
Pierro, Louis W. 26 2 SPRING 2016 24
Member Spotlight: Cora Alsante Carpenter, Katy 26 2 SPRING 2016 29
2016 Annual Meeting Reflects Broad Scope of the Practice of Elder Law and Special Needs Law
Robert, Joan Lensky 26 2 SPRING 2016 31
The Compact for Long-Term Care—A Great Achievement for Our Section Krooks, Howard S. 26 2 SPRING 2016 32
Elder Law Would Not Qualify for Medicare Fish, Daniel G. 26 2 SPRING 2016 33
Celebrating 25 Years of Section Meetings 26 2 SPRING 2016 34
Remembering 2006-2007 . Makofsky, Ellen G. 26 2 SPRING 2016 36
Member Spotlight: Ami S. Longstreet . Carpenter, Katy 26 2 SPRING 2016 37
Helping Clients Retire Successfully Casserly, Timothy E.; Casserly, Michelle I.
26 2 SPRING 2016 38
Deficit Reduction Act of 2005: Changes to the Medicaid Look Back and Commencement of the Penalty Period
Amoruso, Michael J. 26 2 SPRING 2016 41
How to Legally Obtain Medical Marijuana in New York Gruer, Sharon Kovacs 26 2 SPRING 2016 50
Recovering from Estate Recovery Stapleton, T. David 26 2 SPRING 2016 51
The Unauthorized Practice of Elder Law: Why Florida Got It Right and New York Needs to Catch Up
Enea, Anthony J. 26 2 SPRING 2016 53
Service to Our Members and the Public Pantaleo, Frances 26 2 SPRING 2016 55
Spousal Budgeting Under New York State’s Managed Long-Term Care Program
Weinblatt, Richard A. 26 2 SPRING 2016 57
Some Advice from the All-Time Treasurer Finn, Marty 26 2 SPRING 2016 60
Lobby Day 26 2 SPRING 2016 61
Introduction to David Goldfarb Goldfarb, David 26 2 SPRING 2016 62
A Survey of Operational Issues Affecting Supplemental Needs Trusts: What Is Income?
Gray, George H. 26 3 SUMMER 2016 7
Health Care Proxies—Ten Difficult Issues Swidler, Robert N. 26 3 SUMMER 2016 12
How the DOL Fiduciary Rule Will Protect Seniors Fatoullah, Ronald A. 26 3 SUMMER 2016 16
New York’s Proposed Aid-in-Dying Bill: What You Should Know Enea, Anthony J. 26 3 SUMMER 2016 17
Powers of Attorney: Who Is Your Client? Duval, Sarah; Levin, Malya 26 3 SUMMER 2016 18
NY NAELA Niche Mascali, Robert 26 3 SUMMER 2016 21
Guardianship News Kruger, Robert 26 3 SUMMER 2016 24
Is a Trust for My Pet a Viable Option? Enea, Anthony J. 26 3 SUMMER 2016 25
Digital Assets in the Real World: Challenges and Opportunities Meltzer, Linda 26 3 SUMMER 2016 26
Member Spotlight: Judith D. Grimaldi Interview by Katy Carpenter 26 3 SUMMER 2016 31
The 2016 Enhanced UnProgram 26 3 SUMMER 2016 33
Financial Crimes Against the Elderly as a Hate Crime in New York State Irene Byhovsky 26 4 FALL 2016 7
Uncover Potential Problems and Planning Concerns at Initial Meeting Lawrence A. Frolik and Bernard A. Krooks
26 4 FALL 2016 17
Committee Spotlight: Legislation Committee Deepankar Mukerji and Jeffrey Asher
26 4 FALL 2016 19
Elder Law and Special Needs Section 2016 Summer Meeting Britt Burner and David Kronenberg
26 4 FALL 2016 21
The Treatment and Marshaling of Joint Accounts in an Article 81 Guardianship Proceeding
Anthony J. Enea 26 4 FALL 2016 25
Powers of Attorney: Ascertaining Capacity? Sarah Duval and Malya Kurzweil Levin
26 4 FALL 2016 29
New Member Spotlight: Antony Eminowicz Interview by Katy Carpenter 26 4 FALL 2016 32
NY NAELA Niche Enea, Anthony J. 26 4 FALL 2016 34
Senior Member Spotlight: Matthew J. Nolfo Interview by Katy Carpenter 26 4 FALL 2016 36
Disability Rights New York Press Release 26 4 FALL 2016 38
An Elder Law Attorney’s Experience in Placing a Parent in a Nursing Home By Rick Marchese 27 1 WINTER 2017 7
Vulnerable Veterans Left in the Lurch: The Continued Harm of “Don’t Ask, Don’t Tell”
Aaron Kurtzer and Jordan Lipschik with Professor Deirdre M.W. Lok and Malya Kurzweil Levin
27 1 WINTER 2017 9
Senior Member Spotlight: Salvatore M. Di Costanzo Interview by Katy Carpenter 27 1 WINTER 2017 15
Factors to Consider When Converting Excess Resources Into an Income Stream for Purposes of the Institutional Medicaid “Snapshot"
Regina Kiperman and Naomi Levin
27 1 WINTER 2017 16
Elder Law and Special Needs Section 2016 Fall Conference Debrief Moira S. Laidlaw and Christopher Bray
27 1 WINTER 2017 19
Loan Programs for Properties in Irrevocable Trusts? How to Navigate Through Trust Lending Options
Britt Burner and Frank Melia
27 1 WINTER 2017 23
New Member Spotlight: Elizabeth Briand Interview by Katy Carpenter 27 1 WINTER 2017 25
Committee Spotlight: Membership Services Committee Salvatore M. Di Costanzo 27 1 WINTER 2017 26
NY NAELA Niche Anthony J. Enea 27 1 WINTER 2017 27
A Memorial to the Life and Death of Sharon Kovacs Gruer, Esq. T. David Stapleton 27 1 WINTER 2017 29
An Honor to Honor Two Distinguished Persons JulieAnn Calareso 27 2 SPRING 2017 5
Say What? The Affordable Care Act, Medicare, and Hearing Aids Mary Helen McNeal 27 2 SPRING 2017 7
Elder Law and Special Needs Section 2017 Annual Meeting Recap James R. Barnes and Salvatore M. Di Costanzo
27 2 SPRING 2017 46
NYSBA Elder Law and Special Needs Section Legislation Committee Spring 2017 Update
Deepankar Mukerji and Jeffrey Asher
27 2 SPRING 2017 48
Prescription for Disaster: Addressing the Problem of Medication Error in the Elder Population
Jim D. Sarlis 27 2 SPRING 2017 63
Senior Member Spotlight: Robert J. Kurre Interview by Katy Carpenter 27 2 SPRING 2017 67
The Legal Intersection of Inheritance and Disability: A Primer Regina Kiperman and Naomi Levin
27 2 SPRING 2017 69
Securing Medicaid Benefits for Those With an Immediate Need Deidre M. Baker 27 2 SPRING 2017 71
New Member Spotlight: Scott B. Silverberg Interview by Katy Carpenter 27 2 SPRING 2017 73
New York NAELA Niche Robert P. Mascali 27 2 SPRING 2017 75
When Worlds Collide: State Trust Law and Federal Welfare Programs Landsman, Ron M. 27 3 SUMMER 2017 7
A Survey of Operational Issues Affecting Supplemental Needs Trust: Impact of the Who and Why of a Distribution
Gray, George H. 27 3 SUMMER 2017 34
Senior Member Spotlight: Patricia A. Bave Carpenter, Katy 27 3 SUMMER 2017 38
Committee Spotlight: Guardianship Committee 27 3 SUMMER 2017 39
The Supreme Court Rules on Special Education in Endrew F. McGrath, Kerry M. 27 3 SUMMER 2017 40
Supported Decision Making New York: A Pilot Program Smith, Matthew 27 3 SUMMER 2017 42
New Member Spotlight: Katy Carpenter McKenna, Judy Nolfo 27 3 SUMMER 2017 43
Power of Attorney Legislation and Lobbying Efforts Pleat, Tara Anne 27 3 SUMMER 2017 44
Exercising Caution When Permitting a Ping Destination in an Article 81 Proceeding
Hyer, James L.; Stieglitz, Steven M.
27 4 FALL 2017 7
The Intersection of Guardianship and Matrimonial Law Adinolfi, Elizabeth A. 27 4 FALL 2017 11
Senior Member Spotlight: Deepankar Mukerji Carpenter, Katy 27 4 FALL 2017 15
Summer Meeting Write-Up Dezik, Michael D. 27 4 FALL 2017 16
A Message to the Section Regarding the Summer Meeting Miller, Michael 27 4 FALL 2017 21
To UTMA or Not to UTMA? Enea, Anthony J. 27 4 FALL 2017 22
New York NAELA Niche Mascali, Robert R. 27 4 FALL 2017 24
New Member Spotlight: Robin Goeman Carpenter, Katy 27 4 FALL 2017 26
Digital Assets and Accounts—Can Life Get More Complex? Bollhofer, Joseph A. 27 4 FALL 2017 27
Establishment and Administration of First Party Supplemental Needs Trust: The Framework for an Improved Approach
Wilcenski, Edward V. 28 1 WINTER 2018 5
Income Tax Refunds: Another Arrow in the Medicaid Planning Quiver Brooks, Kameron; Frantz, Jay William
28 1 WINTER 2018 16
Thinking of Sitting for the CELA Exam? What You May Want to Know Before Taking the Plunge
Shapiro, Richard J. 28 1 WINTER 2018 18
Falling Meeting Photos 28 1 WINTER 2018 22
Senior Member Spotlight: JulieAnn Calareso Carpenter, Katy 28 1 WINTER 2018 25
Predatory Marriages: A Growing Concern Ball, Deborah S.; Kurzweil Levin, Malya
28 1 WINTER 2018 29
Young Lawyers Corner: Pros and Cons of Practicing Guardianship Law Donaldson, Stephen 28 1 WINTER 2018 33
New Member Spotlight: Lauren Sharkey Carpenter, Katy 28 1 WINTER 2018 36
Committee Spotlight: Special Needs Planning Committee 28 1 WINTER 2018 37
“Exhaustion” of MLTC PLan Appeal Required Before Requesting a Fair Hearing—Started May 1, 2018
Bogart, Valerie 28 2 Spring 2018 5
The Snowbird Client Solkoff, Scott M. 28 2 Spring 2018 17
New Member Spotlight: Abby Zampardi Carpenter, Katy 28 2 Spring 2018 18
2018 Elder Law and Special Needs Section Annual Meeting Recap Silverberg, Scott 28 2 Spring 2018 20
Young Lawyers Corner: Stepping in as Successor Guardian: Preserving and Protecting Assets of the Incapacitated Person
Mooney, Christine A 28 2 Spring 2018 25
Committee Spotlight: NYSBA Elder Law and Special Needs Section Legislative Update
Mukerji, Deepankar; Asher, Jeffrey
28 2 Spring 2018 27
Senior Member Spotlight: Jeff Asher Carpenter, Katy 28 2 Spring 2018 36
The Lasting Power of Attorney. Remembering the Sweeping Changes Made in England Back in 2007
Eminowicz, Antony M. 28 2 Spring 2018 39
The Latino Elderly in New York, an Introduction for Elder Law Attorneys: What You Should Know About the Fastest Growing Group in the United States
Escobar, Veronica 28 3 Summer 2018 9
Psychiatric Advance Directives: A New York Perspective Blau, Ronna; Volpe, Lisa; Coe, Christy; Strodel, Kathryn
28 3 Summer 2018 15
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 Lawyer Committee at the Metropolitan Museum of Art
Carpenter, Katy 28 3 Summer 2018 23
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 as You Think
Reiter, Daniel J. 28 3 Summer 2018 31
New York NAELA Niche: The Social Security Administration Releases the POMS on SNTs...Finally!!
Mascali, Robert P. 28 3 Summer 2018 35
Committee Spotlight: Special Education Committee NYSBA Elder Law and Special Needs Section Committee 2018 Update
Arkontaky, Adrienne 28 3 Summer 2018 40