NAELA News Volume 28 Issue 4

Serving the Needs of LGBTQ Clients

By  Lori Parker, Esq.
To best serve these clients, we must appreciate the impact of past discrimination on their financial lives and their physical well-being.

CAPsules: The Hidden Client: American Indians

By  Kelly G. Frere, CELA, CAP
Unless your standard practice is to ask your clients to identify their ethnicity, you may not even realize that you’re sitting with a client who may be eligible for special consideration

Featured Member: John Frazier, Esq.-Disciplined and Determined Professional

By  Jan Goldberg Zager, Esq.
This month’s featured member is John Frazier, a member of AFELA, the Florida Chapter of NAELA, as well as an active member of NAELA’s Practice Success Section and Client Protection Committee.

Chapter Advocacy: The History of the Florida Medicaid Planning UPL Advisory Opinion

By  John Frazier, Esq.
This article provides some suggestions on how states can move forward with their own Medicaid planning advisory opinion, as well as point out a few of the potential pitfalls and roadblocks.

Chapter Spotlight: Pennsylvania Chapter-Strengthening Us Through Advocacy

By  Amy Acheson, Esq
Incorporated in 2007, the Pennsylvania NAELA Chapter, the Pennsylvania Association of Elder Law Attorneys (PAELA), has a vibrant and enthusiastic membership.

Keeping Your Practice Running During a Personal Emergency

By  April D. Hill, CELA, CAP
When back-to-back emergencies occurred, this elder law attorney was glad she had a plan in place.

2016 Foundation Update

By  Stuart D. Zimring, CAP, Fellow
The mission of the NAELA Foundation is to promote the goals of NAELA and the elder law and special needs planning profession through scholarships, advocacy, research, and education.

2017 Annual Conference: Freedom

By  Judith M. Flynn, Esq. and Margot G. Birke, Esq.
While the meaning of freedom varies for each individual based on his or her circumstances, it also stands for the ideal that we should secure to every individual an equal opportunity to pursue life, liberty, and happiness.

Banning Pre Dispute Arbitration Through Collective Understanding

By  David M. Goldfarb, Esq.
Occasionally advocacy can take you on a philosophical journey with rewarding results.

President's Message: Take Advantage of All Your Membership Benefits

By  Catherine Anne Seal, CELA, CAP
I learn a lot from my fellow members at these face-to-face meetings. One of the things I’ve learned is that many members are not fully aware of all the benefits and resources available to them.

Executive Director’s Message: Advocacy, Community, and Education

By  Peter G. Wacht, CAE
I’ve had the privilege of serving as NAELA’s Executive Director for almost eight years. I was recently asked, taking into account all that NAELA offers, what does the Academy mean to me?

Case Study 5: Look Beyond First Appearances

By  Natalie J. Kaplan
Elder Law attorney Natalie Kaplan was appointed as guardian over a woman after a 13-day, hotly contested trial initiated by a nephew.

Trusts/SNT Section: Special Needs Planning Tools-A Comparison

By  Joanne Marcus, MSW, and Theresa M. Varnet, MSW, JD
The ABLE Act allows an individual with a disability to have a tax-preferred savings account without jeopardizing his or her Medicaid and SSI eligibility.

The Protected Consumer Credit Freeze: A New Tool

By  Professor Kate Mewhinney
All 50 states and the District of Columbia have Security Freeze Laws in place. Twenty-two states allow parents, legal guardians, or other representatives of minors to place a security freeze on the minor's credit report.

Oct/Nov/Dec 2016

NAELA News Volume 28 Number 4 inside cover
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