Partner Frances Pantaleo Speaking Before Professionals and Consumers on Elder Law and Special Needs Planning TopicsOctober 2016
Bleakley Platt Partner Frances Pantaleo, who heads the firm’s Elder Law Practice Group, is speaking before several different groups on elder law and special needs planning topics this fall.
She will speak at two sessions at the Fall Meeting of the Trusts and Estates Section of the New York State Bar Association. Ms. Pantaleo and a colleague will discuss a case study advising parents of two children, one with special needs and one on the autism spectrum, in a session titled “Planning for the Client with Special Needs.” Ms. Pantaleo will be one of a group of speakers in a second session, “Selected Supplemental Needs Trusts Issues,” which will address matters including pooled income trusts, corporate trustees, labor law and liability issues regarding hiring care managers, aides and attendants.
Ms. Pantaleo will also present two elder care and retirement planning seminars for consumers at Ferncliff Cemetery, one in the beginning and a second at the end of October. Topics will include protecting assets, preparing for Medicaid, and advance and last minute planning techniques used to protect assets from long term care costs.
Ms. Pantaleo will serve as the Chair of the Westchester session of a day-long program, the Intermediate Elder Law Update, for the New York State Bar Association, held on November 2nd at the Elmwood County Club in White Plains.