Document Drafting and Guardianships for the Elder Law Lawyer

Description

Join the MSBA Elder Law and Disability Rights Section on Day 1 of the MSBA Legal Excellence Week as they present Document Drafting and Guardianships for the Elder Law Lawyer on Tuesday, November 15, 2022 at 8:30 am!

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

With the Legal Excellence Weekly Pass, you can attend one program, or all programs, in person or virtually, with nearly 40 hours of Learning and Accredited CLE. Plus you can access all programs on-demand for 90 days after the event! See details and savings HERE. Legal Excellence Week is free for Passport Members!

COVID Guidelines & Protocols

The MSBA is committed to holding a safe event for all participants, and is following all CDC, Federal, State, and Local regulations, as well as venue requirements.  As of today, the MSBA encourages attendees to be vaccinated as the CDC notes this is the best way to avoid contracting COVID and preventing serious disease. 

In accordance with CDC guidelines, faculty or attendees that have tested positive for COVID within 5 days of their in-person presentation, are experiencing any symptoms consistent with COVID, including fever, cough, sore throat, new loss of taste or smell, or shortness of breath, should not attend the in-person event. If you’ve been exposed to someone with COVID within the ten days prior to LEW but are symptom free per the above criteria, we ask you to mask while in the venue. 

These guidelines may change if the CDC or other agencies, or the venue noted above change their recommendations.

Course Level
TBD
Professional Area of Focus
Elder Law
Disability Law
Estate and Trust Law
General Practice
CLE Field of Study
Continuing Education Legal Credit
5.5
Location
 
Live! Casino and Hotel
7002 Arundel Mills Cir
Hanover, MD 21076 US
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Event Information
When
Nov 15, 2022
8:30 am - 4:00 pm EST
Location
Live! Casino and Hotel
7002 Arundel Mills Cir
Hanover, MD 21076 US
Total CLE Credits
5.5
Format
In-Person + Webcast Live

Agenda

Day 1

11/15/2022
8:30 am
Document Drafting - Part 1

Wills/Trusts  

Alex Zarzecki, Esq. and Stacie Rogers, Esq., Frank, Frank and Scherr, LLC

Special Needs Trusts – Drafting Tips for First Party and Third Party SNTs 

Edward M. Biggin, Esq.,  Landsman Law Group

10:00 am
Break
10:15 am
Document Drafting - Part 2

Powers of attorney and Advance Directive

May-lis Manley, Esq.,  Landsman Law Group

Specialized Planning Documents for Elder Law attorneys 

Stacie Rogers, Esq. and Rachel Vogel, Esq., Frank and Scherr, LLC

11:15 am
Break
11:30 am
Guardianships - Part 1

Petitioning for guardianship of person and/or property & Initial client meeting, drafting petition, and attending hearing

Lindsay V.R. Moss, Esq.,  Elville & Associates

12:30 pm
Lunch
1:45 pm
Guardianships - Part 2

Court appointed counsel’s role – what it is and what it is not

Meeting with client, evaluating less restrictive alternatives, responding to guardianship petition, and zealously advocating for client

Emily L. Zychowicz, Esq., The Law Office of Emily L. Zychowicz LLC

2:45 pm
Break
3:00 pm
Guardianships - Part 3

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

4:00 pm
Program Adjourns

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Document Drafting and Guardianships for the Elder Law Lawyer