Integrating Estate Planning and Elder Law Documentation: From Wills and Trusts to Capacity and Medicaid

Debby Rosenfeld | Meltzer, Lippe, Goldstein & Breitstone, LLP

Debby Rosenfeld is Counsel to the firm’s Trusts & Estates and Elder Law Practice Groups.

Prior to joining the firm, Debby worked at Ronald Fatoullah & Associates for 20 years practicing in the areas of elder law, estate planning and real estate. Prior to her time at Ronald Fatoullah & Associates, Debby was a tax attorney.

Debby lectures publicly and privately and has published articles on various elder law issues for both attorneys and laypeople. She is admitted to the New York State Bar and is a member of the New York State and Nassau County Bar Associations.

Ronald Fatoullah | Meltzer, Lippe, Goldstein & Breitstone, LLP

Ronald Fatoullah Chairs the firm’s Elder Law Practice Group and is a Partner in the firm’s Trusts & Estates Practice Group.

Prior to joining the firm, Ron was the founder and principal of Ronald Fatoullah & Associates for over 35 years. The firm was perennially recognized as one of New York’s top Elder Law and Estate Planning firms. Ron has been devoted to advising New Yorkers about the legal and financial challenges of aging. He is highly regarded for his contributions and expertise in estate planning and administration, Medicaid planning, special needs planning, wills and trusts, probate, guardianships, and estate and guardianship litigation.

A certified elder law attorney, Ron Chaired the Executive Committee of the Elder Law Section of the New York State Bar Association’s financial planning and Investments committee; Chaired the Board of the Alzheimer’s Association’s Long Island Chapter for over 10 years; and served on the Executive Council of AARP New York.

He is a Fellow of the National Academy of Elder Law Attorneys, the highest honor bestowed by the organization. Ron lectures frequently on elder law, estate planning and aging; has appeared on numerous radio and television programs; and has been quoted in The New York Times, Newsday, The Wall Street Journal, the New York Law Journal, and Kiplinger’s. He has been honored by many organizations for his achievements and contributions to the senior community.

Session I – Wills, Trusts, and Probate: Navigating Estate Planning Tools to Protect Beneficiaries | 1:00pm – 2:00pm

• The role of wills in estate planning and their limitations
• Synopsis of the probate process and when it should be avoided
• How trusts are created and funded
• The advantages of trusts in bypassing probate

Break | 2:00pm – 2:10pm

Session II – Elder Law and Estate Planning: A Guide for Attorneys | 2:10pm – 3:10pm

• Conducting effective client consultations: Identifying goals and intent
• Ethical considerations
• The importance of advance directives & capacity
• A basic primer on Medicaid planning