elder law fair - onvlp.org · pdf filechristopher cadin, esq. legal services of cny, inc. 221...

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Friday, May 19, 2017 7:45 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 the 2017 Elder Law Fair. 435-2362 www.ongov.net/adult Contact us for more information on how Adult & Long Term Care Services help caregivers, families and older adults. Joanne M. Mahoney County Executive Lisa D. Alford Commissioner

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Page 1: Elder Law Fair - onvlp.org · PDF fileChristopher Cadin, Esq. Legal Services of CNY, Inc. 221 South Warren Street Suite 300 Syracuse, NY 13202 ... system and the rule of law. Onondaga

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

Page 2: Elder Law Fair - onvlp.org · PDF fileChristopher Cadin, Esq. Legal Services of CNY, Inc. 221 South Warren Street Suite 300 Syracuse, NY 13202 ... system and the rule of law. Onondaga

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.

Page 3: Elder Law Fair - onvlp.org · PDF fileChristopher Cadin, Esq. Legal Services of CNY, Inc. 221 South Warren Street Suite 300 Syracuse, NY 13202 ... system and the rule of law. Onondaga

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

Page 4: Elder Law Fair - onvlp.org · PDF fileChristopher Cadin, Esq. Legal Services of CNY, Inc. 221 South Warren Street Suite 300 Syracuse, NY 13202 ... system and the rule of law. Onondaga

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

Page 5: Elder Law Fair - onvlp.org · PDF fileChristopher Cadin, Esq. Legal Services of CNY, Inc. 221 South Warren Street Suite 300 Syracuse, NY 13202 ... system and the rule of law. Onondaga

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

Page 6: Elder Law Fair - onvlp.org · PDF fileChristopher Cadin, Esq. Legal Services of CNY, Inc. 221 South Warren Street Suite 300 Syracuse, NY 13202 ... system and the rule of law. Onondaga

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]

7412

7-v4

A169

4

Page 7: Elder Law Fair - onvlp.org · PDF fileChristopher Cadin, Esq. Legal Services of CNY, Inc. 221 South Warren Street Suite 300 Syracuse, NY 13202 ... system and the rule of law. Onondaga

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]

Page 8: Elder Law Fair - onvlp.org · PDF fileChristopher Cadin, Esq. Legal Services of CNY, Inc. 221 South Warren Street Suite 300 Syracuse, NY 13202 ... system and the rule of law. Onondaga

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

Page 9: Elder Law Fair - onvlp.org · PDF fileChristopher Cadin, Esq. Legal Services of CNY, Inc. 221 South Warren Street Suite 300 Syracuse, NY 13202 ... system and the rule of law. Onondaga

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

Page 10: Elder Law Fair - onvlp.org · PDF fileChristopher Cadin, Esq. Legal Services of CNY, Inc. 221 South Warren Street Suite 300 Syracuse, NY 13202 ... system and the rule of law. Onondaga

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