This program will present drafting techniques for a variety of legal documents used in representing the elder law client. Experienced faculty will discuss the drafting of Wills/Trusts, Special Needs Trusts, Powers of attorney and Advance Directive and including Specialized Planning Documents for Elder Law attorneys. The second portion of the program will include Guardianship basics: 

• Petitioning for guardianship of person and/or property
• Initial client meeting, drafting petition, and attending hearing
• Court appointed counsel’s role – what it is and what it is not
• Specific transaction in lieu of guardianship
• Restoration of Rights

Document Drafting:

Wills/Trusts
Alex Zarzecki, Esq. and Stacie Rogers, Esq., Frank and Scherr, LLC

Powers of attorney and Advance Directive
May-lis Manley, Esq., Landsman Law Group

Special Needs Trusts – Drafting Tips for First Party and Third Party SNTs
Edward M. Biggin, Esq., Landsman Law Group

Specialized Planning Documents for Elder Law attorneys
Alex Zarzecki, Esq., Stacie Rogers, Esq. and Rachel Vogel, Esq., Frank and Scherr, LLC

Guardianships:

Basics of Guardianship
Lindsay V.R. Moss, Esq.,  Elville & Associates

Court appointed counsel’s role – what it is and what it is not
Emily L. Zychowicz, Esq., The Law Office of Emily L. Zychowicz LLC

Specific transaction in lieu of guardianship – When to use it and when not
Edward M. Biggin, Esq., Landsman Law Group

Restoration of Rights
Megan Rusciano, Esq., Disability Rights Maryland
The Honorable Karen Murphy Jensen