elder law fair - onvlp.org · pdf filechristopher cadin, esq. legal services of cny, inc. 221...
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Friday, May 19, 20177:45 a.m - 1:15 p.m.
Onondaga Community College Syracuse, New York
The Onondaga County Adult & Long Term Care Services is
a proud co-sponsor of the2017 Elder Law Fair.
435-2362www.ongov.net/adult
Contact us for more information on how Adult & Long Term Care Services
help caregivers, families and older adults.
Joanne M. MahoneyCounty Executive
Lisa D. AlfordCommissioner
Elder Law Fair Planning for Life after 50
Jenny Ackley, MSWVera House 6181 Thompson RoadSuite 100Syracuse, NY 13206 Christopher Cadin, Esq.Legal Services of CNY, Inc.221 South Warren StreetSuite 300Syracuse, NY 13202 Elet CallahanNew Justice Conflict Resolution Services, Inc. 400 Leavenworth Avenue Syracuse, NY 13204 Mary Anne Cody, Esq.Mackenzie Hughes, LLP440 South Warren St., Ste 900Syracuse, NY 13202
James Corl Jr., Esq.Onondaga County Courthouse401 Montgomery StreetSyracuse, NY 13202 Dottie DesimoneBowers & Company CPA’s, PLLC 1700 AXA Tower II120 Madison St. Syracuse, NY 13202
Richard DownsM & T Bank101 South Salina StreetSyracuse, NY 13202
Paula Engel, Esq.Onondaga County Department of Social Services 421 Montgomery Street Syracuse, NY 13202
Susan Esce, Esq.Esce Law P.C. 10 Adler Drive, Suite 115 East Syracuse, NY 13057
Dr. Kathy Faber-LangendoenSUNY Upstate Medical University 618 Irving Ave Syracuse, NY 13210
Joanna Ferguson, CRPCWells Fargo Advisors5789 Wide Waters ParkwayDewitt, NY 13214
Susan Griffith, Esq.Legal Services of CNY, Inc.221 South Warren StreetSuite 300Syracuse, NY 13202 Mary John, Esq.Volunteer Lawyers Project of Onondaga County221 South Warren St., Ste 320 Syracuse, NY 13202
David JonesEdward Jones Investments6296 Fly Road #2East Syracuse, NY 13057
15th Annual Elder Law Fair Presenters
Proud sponsor of the Annual Elder Law Fair
ADVOCATING EXCELLENCE
Syracuse • Albany • Ithaca • Rome • Utica www.hancocklaw.com
More than 5 million Americans have Alzheimer’s disease. Caring for them will cost the United States $259 billion in 2017. If you are a caregiver for someone with Alzheimer’s or other dementia, you are not alone. Our team of compassionate care experts are with you every step of the way, 24 hours a day, 7 days a week.
15th Annual Elder Law Fair Presenters
Maureen Kieffer, Esq.Legal Aid Society of Mid New York221 South Warren StreetSuite 310Syracuse, NY 13202
Mary King, Esq.Hancock Estabrook1500 AXA Tower 1100 Madison StreetSyracuse, NY 13202
Myrna Koldin, MSWOnondaga County Department of Adult & Long Term Care Services 421 Montgomery St.Syracuse, NY 13202
Emilee Lawson Hatch, Esq.Bousquet Holstein110 W. Fayette St., Suite 900Syracuse, NY 13202
Ami Longstreet, Esq.Mackenzie Hughes440 South Warren St., Ste 900 Syracuse, NY 13202
John McCulloughNew Justice Conflict Resolution Services, Inc. 400 Leavenworth Avenue Syracuse, NY 13204
Cynthia NappaGalleries447 South Salina StreetSyracuse, NY 13202
Wendy Reese, Esq.Costello Cooney & Fearon500 Plum Street, Suite 300Syracuse, NY 13204
Anne Ruffer, Esq.Mackenzie Hughes440 South Warren St., Ste 900 Syracuse, NY 13202
Jean RyanOnondaga County District Attorney’s Office 505 S State St. Syracuse, NY 13202
Ted Sarenski, CPA/PFS, CFP, AEPBlue Ocean Strategic Capital, LLC 333 W. Washington St., Ste 220 Syracuse, NY 13202
Joanne Spoto-DeckerOnondaga Co. Dept. of Adult & Long Term Care Services421 Montgomery StreetSyracuse, NY 13202
Cynthia StevensonOnondaga Co. Dept. of Adult & Long Term Care Services421 Montgomery StreetSyracuse, NY 13202
2017 AARP Volunteers
CALL FOR APPOINTMENT(315) 471-3409
Free Legal Clinic
Small Estates17-A GuardianshipPower of Attorney
Information about WillsOther Trusts & Estates Issues
Free Advice Regarding
for Low-Income Clients Only
Every Wednesday11:00 a.m - 1:00 p.m.
at the Surrogate’s Court
Lois VitaleRosalie RydingBob O'ConnorKathy O'ConnorStan KayeNaomi KayePeter Sarver
Linda HaggerMarcia DattlerPat KorbahJohn DriscolKaren RussellCarol DeckerMichaele Wendell
Martha OursMary KlekoskyFran EzzoCathy ToscaulJoan MillerBill Waters
Thank you to all of our Presenters!
15th Annual Elder Law Fair Presenters
Morgan R. Thurston, Esq.Onondaga County Dept. of Law421 Montgomery St., 12th Fl.Syracuse, NY 13202
Jim Williams, Esq.Legal Services of CNY, Inc.221 South Warren StreetSuite 300Syracuse, NY 13202
ATTORNEYS Alsante, Cora A.Bader, Warren W. Baldwin, Jr., Robert F. Calagiovanni, Alicia S. Calvert, Virginia F. Carbonaro, Patrick A. Christiansen, Carol A. Cody, Mary Anne Corp, Michael L. Cunningham, Jr., Steven M.Davies, Frederick P. DeLaney, John M. DeLaney, Karin Sloan Dettor, Christine Woodcock DiGiorgio, Philip A.
Emery, Ryan T. Fish, Marion Hancock Fried, Martin L. Frishman, Aaron D. Greenman, Joseph A. Grizanti, Anthony J. Hartnett, Elizabeth A. Hatch, Emilee K. Lawson Haynes, Brian K. Holstein, David A. Hunsicker, Jaime J.Kimpel, David S. King, John S. King, Mary C. King, Susan L.Longstreet, Ami Setright
Lynn, M. Kathleen Marshall, Anthony P. Marshall, John E.McGraw, Charlene E. McSherry, Jonathan P. O’Connor, Michael E. Olech, Carol Currie Oot, Suzanne E. Pomeroy, Gay M. Poushter, Bruce M. Raphael, Ava S. (Honor-ary)Redmond, Shelby C.Reese, Wendy S. Rubenstein, William J. Ruffer, Anne B.
Estate Planning Council of Central New York, Inc.
606 State Tower Building Syracuse, NY 13202 (315) 474-6775“Working to Serve Our Community”
Estate and Trust
Planning & Administration Elder Law
Disability Planning Long Term Care Guardianships
MARY ANNE CODY RYAN T. EMERY
EILIZABETH A. HARTNETT AMI S. LONGSTREET GAY M. POMEROY ANNE B. RUFFER
attorneys at law _____________________________________
315.474.7571
WWW.MACKENZIEHUGHES.COM
At Bousquet Holstein, we have the vision to understand your objectives and the legal experience
to help you achieve them.
www.bhlawpllc.com 315.422.1500
We are your trusted advisors in We are your trusted advisors in
all areas of Elder Law and all areas of Elder Law and Trusts and Estates Planning.Trusts and Estates Planning.
�ounsel �rom a �resh perspec�ve®
Elder Transitions Adult Family Mediation
CONFIDENTIAL•FLEXIBLE•AFFORDABLE
Guided problem solving to encourage cooperation, reduce conflict, and preserve and repair relationships.
ELETCALLAHAN,[email protected]
315-489-3015
AprogramofNewJusticeConflictResolutionServices,
Inc.ServingOnondaga,Oswego,andCortlandcounties
www.newjusticeservices.org
Watertown Office:44 Public Square
Watertown, NY 13601Tel: (315) 955-6700Fax: (315) 785-9118
Binghamton Office:168 Water Street
Binghamton, NY 13901Tel: (607) 231-5900Fax: (607) 724-7211
Main Office:268 Genesee St.Utica, NY 13502
Tel: (315) 793-7000Toll Free: (877) 203-1062
Fax: (315) 732-3202
Cortland Office:111 Port Watson St.Cortland, NY 13045Tel: (607) 428-8400Fax: (607) 753-7257
Oswego Office:108 W. Bridge St.
Oswego, NY 13126Tel: (315) 532-6900Fax: (315) 342-1891
Farmworker Law Project:
52 South Manheim Blvd.New Paltz, N.Y. 12561
Tel: (845) 256-9096Toll Free: (800) 804-8575
Fax: (845) 256-0494
LegaL aid Society of Mid-New york, iNc.221 South Warren Street, Suite 310, Syracuse, NY 13202
Phone: (315) 703-6600Fax: (315) 424-4911
The Legal Aid Society of Mid-New York, Inc. is proud to provide civil legal services to anyone age 60 and over as well as
low-income residents in our community.
Since 1966 LSCNY has represented low-income, disabled, and elderly residents of Central New York in civil legal cases. Our work helps our clients with life’s most basic needs - a safe home, enough food to eat, access to health care, a decent education, protection against fraud, and personal safety. Our clients come from a thirteen county central region, including Broome, Cayuga, Chenango, Cortland, Delaware, Herkimer, Jefferson, Lewis, Madison, Oneida, Onondaga, Oswego, and Otsego Counties.
221 South Warren Street, Suite 300Syracuse, NY 13202 Phone: 315-703-6500 Fax: 315-703-6520
www.lscny.org
Estate Planning Council of Central New York, Inc.
606 State Tower Building Syracuse, NY 13202 (315) 474-6775“Working to Serve Our Community”
Schwab, Martin A. Scolaro, Robert D.Storto, Richard M. Tehan, David G.Thurston, Morgan R.
CERTIFIED FINANCIAL PLANNERS Alton, Mark S. Butler, Elizabeth Daviau, Mark D. Doolittle, 5th, Uri (Chip) Ghezzi, Grace B. Hansen, Susan S. Hebert, Dennis J. Jeffery, Daniel P. Jenkins, Richard P. Klein, Jeffrey E. Lord, Christian P. Marriner, Teresa M. Mirabito, David D. Redmond, Joel T. Riley, Kevin C. Sarenski, Theodore J. Sullivan, Kevin R.Torrisi, Jr., Paul E.
CERTIFIED PUBLIC ACCOUNTANTS Buchester, Tracy Capron, Jack B. Charles, Joseph L. Connell, Jr., James V. Dickey, Michele A. Discenza, Frank P.
Ellenberg, Paula B. Greenhouse, Patricia P. Greenia, Lisa M. Grimaldi, Raymond V. Grossman, Gary A. Jacob, Karl Kriesel, William T. Kruth, Sheldon B.Lacombe, Marjorie Lawless, Carolyn J. Longway, Eric D. Marshall, John D. Martin, John F. Port, Howard A. Reyes, Tammy L.Riley, Shae C. Saroney, III, Edward F. Viel, Susan D. Winters, Maryann M.
CHARTERED LIFE UNDERWRITERS AND/OR CHARTERED FINANCIAL CONSULTANTS Boucounis, Dean V. Brunette, Robert F. Connell, James V. Cote, Jr., Richard E.. Derrenbacker, Peter L. Donohue, John A. Gatta, Lee M. Graber, Donna M. Jenkins, Victor L. Kessler, Jr., F. Philip Law, Jon A. Lindberg, Jerome A.
Meyer, Andrew G. Murphy, Richard C. Nardone, George C. Payne, Garry R.M.Shah, Mansukh J. Shopiro, Donald E. Starowitz, Jack Treichler, David W.Tuttle, Forbes S. Waters, Robert T.
TRUST OFFICERS Alfieri, Jennifer L. Barriero, Alyssa M. Culver, Jeffrey S.Doolittle, James A. Farrell, Robert S. Gushea, Larry Kalbach, Sandra L. Poli, John A. Shay, Barry E. Stanton, David C.Stepien, Paul C.
ASSOCIATES Alexander, Linda Barkins, WallaceBastable, S. Jeffery Berse, Carrie Dalton, Patrick M. Freyleue, VickieGalusha, Daniel E. Griffith, Thomas M. Lombardi, Anita P. Mattson, Michael Netti, Frank L. Walsh, Toni Ann
To obtain Legal Assistance call our Lawyer Referral Service
471-26909 am - 4 pm | Monday - Friday
Excluding Holidays
CNY Philanthropy Center |431 East Fayette StreetSyracuse, NY 13202
Phone: 315-471-2667 | Fax: 315-471-0705www.onbar.org
Onondaga CountyBar Association
The mission of the Onondaga County Bar Foundation, the phil-anthropic arm of the Onondaga County Bar Association, is to aid mem-bers of the legal profession in Onondaga County who may be ill, inca-pacitated, indigent or otherwise in need, and to improve and promote:
• the administration of justice;• service to the public and the legal community;• equal access to the legal system for all;• professional ethics and responsibility;• legal research and education; and• dissemination to the public of information about the legal system and the rule of law.
Onondaga County Bar Foundation
Established in 1975, the Foundation is a 501(c)(3) tax-exempt corpora-tion. To fulfill its mission, the Foun-dation depends on individual dona-tions (which are tax deductible as
charitable contributions) and grants from other funding sources. The Foundation welcomes grant appli-cations for projects consistent with this mission statement.
0114-03327Wells Fargo Advisors, LLC, Member SIPC, © 2013 Wells Fargo Advisors, LLC. All rights reserved.
Joanna Ferguson, CRPC®Financial ConsultantDirect: (315) [email protected]
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Helping You and Your Parents Manage Their Daily Finances
Services
B&C Elder Care Personal Accounting Services is a CNY leader in providing fiscal management to elder individuals and their familes.
We are committed to understanding the issues facing our elder clients and offer services which assist with daily financial activities and mitigate the risk of exploitation, while providing organized timely information. We maximize our value to each client by working with their attorneys, accountants, financial managers, and designated family members to work toward a common goal for the welfare of our clients. We look to find the best possible solutions for our clients by staying involved with organizations that keep us current on the potential risks and the latest innovations in serving our clients. Some of these organizations include the Onondaga County Office of The Aging, the American Association of Daily Money Managers, AARP, and Elder Justice Council.
• Bill Payment
• Bank Reconciliations
• Income Recording
• Debt Tracking
• Income and Expense Reporting
• Organizing Documents• Insurance Claims Assistance• Budgeting• IRS Reporting• Asset and Investment Tracking• Household Payroll
315.234.8139
www.bceldercareaccounting.com [email protected]
COMMUNITY RESOURCESAARP: (315) 454-0104Information, Tax assistance, 55 Alive Defensive Driving Course & more
ADULT PROTECTIVE SERVICES: (315) 435-2815Services for adults at risk for abuse or neglect who haveno reliable family oversight or supportALZHEIMERS ASSOCIATION: (315) 472-4201Dementia information, referral and supportARISE: (315) 472-3171Services for those with disabilitiesAURORA: (315) 422-7263Information, referral and support for the visually and hearing impaired.OFFICE OF VITAL STATISTICS: (315) 435-3241Birth and Death CertificatesCATHOLIC CHARITIES: (315) 424-1810RSVP, Project Fix, Neighborhood Advisors, Friendly Visitor Program, Representative Payee Program, EISEPCONSUMER CREDIT COUNSELING: (315) 474-6026Debt/Budget Management, Reverse MortgagesELDERCARE LOCATOR: (800) 677-1116Eldercare assistance throughout the U.S.ACCESS CNY: (315) 455-7591Services for those with disabilitiesFOOD BANK OF CNY: (315) 437-1899Food distribution, Pantries, Nutrition Outreach & EducationHELPLINE: (315) 435-8300General Human Services Information & ReferralHISCOCK LEGAL AID SOCIETY: (315) 422-8191Housing, family law, assistance to those with cancer, etc.LEGAL AID SOCIETY OF MID-NEW YORK: (315) 703-6600Help with Public Benefits, Wills, POA, Health Care Proxy, Living Wills
1.888.477.HOME (4663)www.vnahomecareoptions.org
if you need long term care, now you have options.
• Adult Day Health Care • Audiology • Care Transitions • Dental • Durable Medical
Equipment • Home Health Aides • Home Safety
Modifications
• Housekeeping • Meals • Medication Mgmt. • Nursing • Nursing Home • Nutrition • Occupational &
Physical Therapy • Personal Care
• Personal Emergency Response System (PERS)
• Podiatry • Social Work • Speech-Language
Pathology • Transportation • Vision • Wound Care
VNA Homecare Options is a managed long-term care (MLTC) Medicaid plan for those who are eligible for nursing home care, are chronically ill or disabled, and need medical and/or non-medical home and community-based care to remain safely at home. Our services include:
“It’s like having a family member right around the corner, and that’s made all the difference in the world.”Bette Procter, Pulaski, NYVNA Homecare Options Member
www.teamavalon.com
Printing & Copying
Document Scanning
Litigation Support
Electronic Discovery
Computer Forensics
Managed Services
On-site Management
Cyber Security Services
Call 315.471.3333 today!
COMMUNITY RESOURCESLEGAL SERVICES OF CENTRAL NEW YORK: (315) 703-6500Disability law, public benefits, housing, consumerLONG-TERM CARE RESOURCE CENTER: (315) 435-1400Info & Referral, Assessments, Evaluations, Aide Service for Medicaid.MEDICAID:Community Case Unit (315) 435-2928 Chronic Care Unit (315) 435-3840MEDICARE:1-800-Medicare (1-800-633-4227)MENTAL HEALTH ASSOCIATION: (315) 445-5606Therapist/Counselor/Program ReferralOASIS: (315) 464-6555Educational Classes, Wellness Programs & Volunteer ProgramsOMBUDSMAN PROGRAM: (315) 671-5108Jeff Parker, Advocate for residents of Long Term Care FacilitiesONONDAGA COUNTY BAR ASSN Attorney Referral: (315) 471-2690
ONONDAGA COUNTY DENTAL SOCIETY: (315) 434-9161 ReferralsONONDAGA COUNTY DEPARTMENT OF ADULT & LONGTERM SERVICES: (315) 435-2362 Nutrition, HIICAP, EISEP, HEAP, Caregiver ServicesONONDAGA CO. MEDICAL SOCIETY: (315) 424-8118 ReferralsPACE CNY, Inc.: (314) 452-5800All-Inclusive care for the elderly, nursing home placement alternativeSYRACUSE JEWISH FAMILY SERVICE: (315) 446-9111Information & Referral, Case Management, Bill PayingVETERANS SERVICE AGENCY: (315) 435-3217Benefit Information and AssistanceVOLUNTEER LAWYERS PROJECT: (315) 471-3409Surrogate’s Court Matters, Wills, family, housing, civil law
Welcome to the 15th Annual Elder Law Fair
Opening Agenda ~ 8:30 a.m.
Welcome ..............................JoAnne Spoto-DeckerDirector of Community Services and Long Term Care,
Onondaga County Dept. of Adult & Long Term Care Services
Sponsor Remarks ......Avalon Document ServicesEstate Planning Council of CNY, Inc.
M & T Bank
Panel Discussion ............................... Randy HoakAARP
Steve WoodACR Health
Peter Headd Onondaga County Department of Adult & Long Term Care Services
“Preparing for Possible Changes to Governmental Programs”
Closing Remarks ......................... Deborah O’SheaPro Bono Coordinator
Volunteer Lawyers Project of Onondaga County, Inc.
Please join us at registration for continental break-fast, served from 8am-10am.
Free Consultations: Meet one-on-one with a lawyer from 10am - 1pm.
THE ELDER LAW FAIR IS ORGANIZED BY:
AARP & AARP Onondaga County Chapter #243Estate Planning Council of CNY
Legal Aid Society of Mid-New York, Inc.Legal Services of CNY, Inc.
M & T Bank Mortgage DivisionOnondaga Co. Dept. of Adult & Long Term Care Services
Onondaga County Bar Association/FoundationOnondaga County Law Department
Vera House Volunteer Lawyers Project of Onondaga County, Inc
WITH GENEROUS SUPPORT FROM:
PRESENTING LEVEL - $1,500Avalon Document Services
Estate Planning Council of CNY, Inc.M&T Bank Mortgage Division
Onondaga Co. Dept. of Adult & Long Term Care ServicesBENEFACTOR LEVEL- $750 - $1,499
Bowers & Company CPAs, PLLCVNA Homecare Options LLCPATRON LEVEL - $350 - $749
Alzheimer’s Association, CNY ChapterBond, Schoeneck & King, PLLC
Bousquet Holstein, PLLCHancock Estabrook, LLPThe Hearth at GreenpointMackenzie Hughes, LLC
New Justice Conflict Resolution ServicesWells Fargo Advisors, LLC