Partner Pantaleo and Associate Briand at the NYSBA Elder Law and Special Needs Section Annual Meeting

January 2016

The Elder Law practice area of Bleakley Platt was well-represented by Partner Frances Pantaleo and Associate Elizabeth Briand at the New York State Bar Association’s Elder Law and Special Needs Section annual meeting, which took place on January 26th in New York City.

Ms. Pantaleo moderated a Surrogate’s Court Panel. Surrogates from Westchester, Bronx, Queens, Broome and Albany counties discussed how Surrogates from around the state handle SCPA 17-A Guardianships and applications for Special Needs Trusts. The Surrogates discussed issues such as bonding, annual accountings, budgets, investment discretion and the use of corporate trustees when a SCPA 17-A Guardian applies for the creation of a Special Needs Trust. They also discussed proposed amendments to SCPA 17-A.

Ms. Briand served as Program Co-Chair of the annual event, assisting with speakers, encouraging attendance by members of the judiciary and coordinating with the Section Chair.  She also serves as Chair of the Sponsorship committee for the section.

For a schedule of the program, click here.

On February 18th, Ms. Pantaleo will give a presentation entitled “Be Prepared: Essential Documents to Protect your Finances and Health as you Age” at My Second Home, an innovative intergenerational approach to adult day services.

Also on February 18th, Ms. Briand will speak to the Community Synagogue of Rye on the importance of preparing Advanced Directives, legal documents used to appoint agents to manage finances and health care and convey wishes regarding end of life care.