Volume 32 Issue 4

In Memory of: Justice Ruth Bader Ginsburg Embodied the Tenets of NAELA

By  Eric J. Einhart, Esq.
No United States Supreme Court Justice has embodied the core tenets of the National Academy of Elder Law Attorneys more so than Justice Ruth Bader Ginsburg.

20 Questions and 20 Answers from the NAELA 5-Year Trust Lunch & Learn Webinar

By  Donna Jackson, LLM, Mark T. Johnson, CELA, Leonard E. Mondschein, LLM, CELA, CAP, and Meghan M. Teigen, Esq.
On July 23, 2020, NAELA hosted a Lunch & Learn webinar entitled 5-Year Trusts Benefits, Pitfalls, and Solutions.

Together: NAELA Members Making a Difference in Their Communities

By  Eric J. Einhart, Esq., and Jennifer Balmos, Esq.
During the pandemic, elder law attorneys are making a difference in their communities.

2021 NAELA Annual Conference March 24–26/Virtually

By  Brenna Galvin, Esq., and Beth McDaniel, CELA
In light of ongoing developments with COVID-19 and after thoughtful discussions with our Board of Directors, NAELA has decided to move our 2021 Annual Conference to a fully online, virtual experience that will take place on March 24–26, 2021.

Featured Member Rick Courtney, CELA, CAP, Fellow - NAELA's Renaissance Man: Family Man, Friend, Att

By  Professor Rebecca C. Morgan, CAP, Fellow
Family Man, Friend, Attorney, and Leader - All of these words describe Rick Courtney in any interaction you may have with him.

Trusts Section: Representing the Slighted Beneficiary: Remedies for Breach of Trustees’ Duties

By  Richard A. Courtney, CELA, CAP, Fellow
This article outlines certain types of trustee misfeasance and malfeasance as well as describes certain legal remedies that may be employed on behalf of a beneficiary to redress such violations of fiduciary duties.

Special Needs Trusts Section: The Disbursement Process

By  Joanne Marcus, MSW
This article provides information about pooled special needs trusts, the disbursement procedure, and recommended best practices along with examples of the challenging disbursement decision-making process.

CAPsules: Return of Gifts in Medicaid Planning

By  Frank L. Buquicchio, CELA, CAP
Gifts made during the look-back period will need to be reviewed and analyzed, in conjunction with the Medicaid applicant’s current assets and income, to determine if a return of some or all of the transferred assets is recommended.

Special Needs Planning: Administrator-Managed Prepaid Debit Cards

By  Stephen W. Dale, Esq., and Peter Wall
These debit cards give trustees oversight and control of transactions and the SNT beneficiary the ability to make purchases independently.

President's Message: Working Together in the New Normal

By  Wendy Shparago Cappelletto, Esq., CAP
As I write this, we are eight months into the COVID-19 pandemic with no clear end in sight.

Advocacy/Public Policy: NAELA Foundation Responds to COVID-19 Crisis by Awarding Advocacy and Litiga

By  Faith Boettger and David M. Goldfarb, Esq., CAE
In March, the COVID-19 pandemic exposed the underlying weaknesses of our long-term care (LTC) system in the most tragic of ways.

Oct/Nov/Dec 2020

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