NAELA News Volume 22 Issue 3

Featured Member: Ruth Phelps, CELA - A Mentor to the Next Generation

By  Stu Zimring, Esq.
A number of years ago, Ruth and I were involved in a very nasty contested conservatorship proceeding.

10 Tips in Administering a Special Needs Trust

By  Ruth A. Phelps, CELA
Turn these 10 tips into a helpful handout for your clients.

Update on the Estate Tax: It’s Time to Correct Your Client’s Bypass Trust

By  Robert C. Anderson, CELA; Sharon Kovacs Gruer, CELA; Vincent J. Russo, CELA; and Charles B. Baron, Esq.
Many NAELA members are concerned about the repeal of the estate and GST tax for calendar year 2010 and what this means for the management of their more wealthy, married clients’ estate plans.

Affordable Care Act and Medicare

By  Vicki Gottlich, Esq.
In March 2010 President Obama signed into law Pub.L.111-148, the Patient Protection and Affordability Care Act of 2010, and Pub. L. 111-152, the Health Care and Education Reconciliation Act of 2010

Health Care Reform Timeline

By  Mary WanderPolo, CELA
A timeline for the reform through 2015

Moving Your Office, Part 2

By  Leonard E. Mondschein, CELA
What you need to know about negotiating a lease and preparing for the move.

NAELA 2010 Special Needs Summit

By  Joan Lensky Robert, Esq.; Stephen Dale, Esq.; and Howard Krooks, CELA
What better backdrop than the vibrant French Quarter of New Orleans for the 2010 NAELA Special Needs Summit, where audience and speakers participated in a lively exchange of information and views on Special Needs Law.

The First Annual Special Needs Leadership Award Goes To Dick Traum

By  Ronald A. Fatoullah, CELA
As chair of NAELA’s Public Relations Committee, it has been my distinct pleasure to oversee the creation of NAELA’s Special Needs Leadership Award.

Meet the New Members of the NAELA Board of Directors

By  NAELA Publications
NAELA has installed several new members of the Board of Directors, get to know a little about them

President's Message: Our Members, Our Clients, Our Parents, Our Selves

By  Ruth A. Phelps, CELA
The following is adapted from Ruth Phelps’ President’s Address given in May during the NAELA Annual Meeting, Orlando, Fla.

Executive Director's Message: The NAELA Community

By  Peter G. Wacht, CAE
In my last column I described NAELA members as different, and I meant it in a good way. Interacting with so many members at NAELA’s Elder and Special Needs Law Annual Meeting in Orlando last month confirmed my thoughts. Allow me to explain.

Jun/Jul 2010

NAELANewsVol22No3
(Adobe PDF File)

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