CLE | Settling a Personal Injury Case and Preserving Your Client’s Government Benefits: SNTs, Pooled Trust, and Medicaid Eligibility

WHEN: Wednesday, February 26, 2020 | TIME: 1 to 2:30 p.m. |  LOCATION: CNY Philanthropy Center, Ballroom, 431 E. Fayette Street, Syracuse, NY 13202 | COST: $30 Member, $45 Non Member, FREE Lifetime/Agency/Paralegal/Student | MCLE: 1.5 (0.5 Skills, 1.0 Professional Practice) | The OCBA is committed to providing Mandatory Continuing Legal Education Programs at an affordable price. Information about CLE fee waivers is available here.

This CLE is appropriate for all attorneys, newly admitted and established.

This program is designed to instruct personal injury attorneys and their staff on the basics of government benefits programs including SSI, SSDI, Medicaid, and VA benefits, for the purposes of equipping them to assist their clients in the resolution of personal injury cases and lawsuits while taking the steps to preserve their client’s eligibility for these government benefits.

Topics discussed include:

  • Medicaid Spenddown Accounts
  • Funding Pooled Trusts
  • Creation and Funding of Supplemental Needs Trusts

Presenter

Anthony A. Marrone, Esq. A Syracuse native, Mr. Marrone focuses his practice in the areas of New York elder law, Medicaid, trust and estates, guardianships, and special needs planning. Anthony also teaches the Estate Planning course to third year law students at Syracuse University College of Law.

Anthony’s elder law practice focuses on Medicaid pre-planning, including the use of trusts to assist clients in protecting assets in advance of incurring long-term care expenses. Anthony also provides crisis planning to clients who are already in the nursing home and have not implemented an advance plan. Even for these clients, Anthony is able to preserve a significant portion of their assets. Anthony also provides Medicaid application assistance and representation through all stages of the Medicaid application process, including fair hearings and appeals of Medicaid denials.

He graduated from Christian Brothers Academy, Le Moyne College, and Syracuse University College of Law.  He is admitted to practice law in New York, Federal Court, Northern District of New York, and the  Veterans Administration.





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Ticket Type Price Spaces
Lifetime/Agency/Paralegal/Student $0.00
Non Member $45.00
OCBA Member $30.00