Upcoming Events
Long-Term Care Insurance
Long-Term Care Insurance: Choosing Coverage and Filing a Claim Date & Time:Thursday, October 15, 2026 12:00 PM – 1:00 PMPresenters:Tracy Meade Stana Martin, Mrs. LTCLocation:Live on Zoom How do you help clients evaluate long-term care coverage before care is needed—and make sure the policy pays when it is time to file a claim? Tracy Meade and Stana […]
How to Run a Successful Elder Law Practice
NAELA MD/DC Chapter Fundraiser How to Run a Successful Elder Law Practice Date & Time:Thursday, October 29, 2026 at 5:30 PM Location:Live on Zoom Moderator:Audrey Ehrhardt, Esq., CBC, Founder & CEO of Practice42 A successful elder law practice requires more than excellent legal work. It also demands thoughtful decisions about positioning, staffing, systems, client service, […]
Recent Past Events
Medicare: Choosing the Right Coverage for Your Clients
Medicare: Choosing the Right Coverage for Your Clients Date & Time:Thursday, September 24, 2026 12:00 PM – 1:00 PMPresenter:Mark GottliebLocation:Live on Zoom Helping clients choose Medicare coverage requires more than explaining Parts A, B, and D. Attorneys must help clients evaluate costs, provider access, prescription coverage, and the tradeoffs between Original Medicare with a supplement and […]
“Just Say No” / Medicaid Divorce with Daniel F. Taveres, Camilla McRory, and Jason Frank
Medicaid Planning Series “Just Say No” & Medicaid Divorce By: Daniel F. Taveres, Camilla McRory, and Jason Frank, CELA, CAP, FellowThursday, August 13, 2026 Join three experienced Medicaid planning attorneys for an in-depth discussion of two advanced Medicaid planning techniques that may be available to married couples facing long-term care costs. Topics include: The legal […]
MVLS Webinar Training on Maryland’s New Transfer-on-Death Deed
MVLS Webinar Training on Maryland’s New Transfer-on-Death Deed Presented by: Megan Good, Evan Farr, and Jeffrey Thompson, with opening remarks by Delegate N. Scott PhillipsSummary by: David Jonathan Taylor, CELA Maryland’s New Transfer-on-Death Deed: Medicaid Planning, Recording Issues, and Title Recognition On July 30, 2026, the Maryland Volunteer Lawyers Service presented an overview of Maryland’s […]
Medicaid Planning Review Session July 25, 2026
Review Session – July 25, 2026 Date & Time:Saturday, July 25, 2026 10:00 AM – 11:00 AM Location:Zoom (Online) – link sent after registration This review session will cover the new hypotheticals for solo agers and gift and return. Please register by Thursday, July 23 to receive the Zoom link. RSVP Here Click here
Chapter Business Meeting – July 16, 2026
Chapter Business Meeting – July 16, 2026 Date & Time:Thursday, July 16, 2026 8:00 AMLocation:Zoom (Online) – link sent after registration Please join us for a Chapter business meeting on Thursday, July 16 at 8:00 AM. At this meeting, we will consider a resolution to adopt the Chapter bylaws, establish the initial Board of Directors, and […]
Medicaid Planning Review Session June 20, 2026
Review Session – June 20, 2026 Date & Time:Saturday, June 20, 2026 10:00 AM – 11:00 AM Location:Zoom (Online) – link sent after registration This review session will finish the examples distributed on May 9, 2026 and new hypotheticals to be distributed June 13, 2026. Please register by Thursday, June 18 to receive the Zoom link. […]
Personal Services Contracts in Medicaid Planning
Personal Services Contracts in Medicaid Planning with Scott Solkoff Date & Time:Thursday, June 11, 2026 12:00 PM – 1:00 PM Location:Live on Zoom Register to receive the meeting link Our next Lunch & Learn in the series What Every Estate Planning Attorney Needs to Know About Medicaid Planning featuresScott Solkoff of Elder Law College, presenting on the […]
NAELA 2026 Conference
NAELA 2026 Conference Date & Time: May 29 – 30, 2026 Location: Hyatt Regency Milwaukee333 West Kilbourn Avenue, Milwaukee, WI 53203 2026 NAELA ANNUAL CONFERENCE Friday, May 29 and Saturday, May 30, 2026, with a Thursday night welcome reception included as part of your registration. Join us for NAELA’s only in-person national meeting in 2026 in Milwaukee, […]
Medicaid Planning Review Session May 23, 2026
Medicaid Planning Review Session May 23, 2026 Review Session – May 23, 2026 Date & Time: Saturday, May 23, 2026 10:00 AM – 11:00 AM Location: Zoom (Online) – link sent after registration This review session will cover the examples distributed on May 9, 2026. Please register by Thursday, May 21 to receive the Zoom […]
Care Facility Admission Contracts
Care Facility Admission Contracts — May 14, 2026 Date & Time:Thursday, May 14, 2026 12:00 PM – 1:00 PMPresenter:Camilla McRory Location:Live on Zoom Join the Maryland/DC Chapter of NAELA for a practical Lunch & Learn with Camilla McRory, whose years of practice and no-nonsense expertise make her an invaluable guide to the realities of care facility admission […]
Review Session 20260425
Review Session – April 25, 2026 Date & Time:Saturday, April 25, 2026 10:00 AM – 11:00 AM Location:Zoom (Online) – link sent after registration This review session will cover Transfer Rules and Gift & Return for long-term care Medicaid—how gifts create penalties, when returns cure them, and how DC and Maryland differ in calculating, pausing, and […]
2026 Annapolis Legislative Session Wrap-Up
2026 Annapolis Legislative Session Wrap-Up Date & Time:Wednesday, April 22, 2026 8:30 AM – 9:30 AM Location:Live on Zoom Register to receive the meeting link Our next Chapter meeting will be a 2026 Legislative Session Wrap-Up led by Elena Sallitto, Chapter President, together with our lobbyists, Barbara Brocato and Dan Shattuck. This discussion will review the key […]
Pooled Special Needs Trusts
What Every Estate Planning Attorney Needs to Know About Medicaid Planning Session 5: Pooled Special Needs Trusts (D4C Trusts) By: Ed Biggin, CELA from Lansman Law Group & Yolanda Mazik of Shared HorizonApril 2, 2026 Ed Biggin and Yolanda Mazik delivered a practical, real-world discussion of pooled special needs trusts (PSNTs) as a critical tool […]
The Missing Link in Elder Law: How Care Managers Improve Results and Reduce Stress
How Care Managers Improve Results and Reduce Stress Date & Time:Thursday, March 12, 2026 12:00 PM – 1:00 PM Location:Live on Zoom Register to receive the meeting link Legal planning often breaks down when clients hit a care crisis. This Lunch & Learn focuses on how care managers serve as practical partners to elder law and estate planning attorneys—helping […]
Lawmaker Lunch and Visits
Lawmaker Lunch and Visits Event Details Dates:Tuesday, February 24, 2026Time:12:00 Lunch. (Lawmaker visits will be scheduled around the lunch)Location:Rams Head Tavern33 West St, Annapolis, MD 21401 About This Initiative Each year the NAELA MD-DC Chapter and the MSBA Elder Law & Disability Rights Section host a joint legislative lunch with Maryland lawmakers focused on elder […]
Self-Settled Special Needs Trusts
What Every Estate Planning Attorney Needs to Know About Medicaid Planning Session 4: First-Party Special Needs Trusts (Self-Settled SNTs) By: May-Lis Manley, Esq. of Landsman Law Group & Denise Fike, First Maryland Disability Trust February 5, 2026 May-Lis Manley and Denise Fike provided a detailed, practice-oriented analysis of first-party (self-settled) special needs trusts as a critical […]
Guardianships in Maryland and DC
Guardianship Differences Between Maryland and DC Date & Time:Thursday, January 22, 2026 12:00 PM – 1:00 PM (Eastern) Location:Live on Zoom Register to receive the meeting link This Lunch & Learn program explores the key procedural and substantive differences between guardianship practice in Maryland and the District of Columbia. Elena Sallitto and Robert Bullock will compare how […]
NAELA MD-DC Chapter Lunch — December 10, 2025
NAELA MD-DC Chapter Lunch — December 10, 2025 Date & Time:Wednesday, December 10, 2025 12:00 PM – 1:30 PM Location:Residences at Vantage Point 5400 Vantage Point Road Columbia, MD 21044 Join the Maryland/DC Chapter of NAELA for our end of the year in-person member lunch of 2025, hosted by Residences at Vantage Point—a single-site, self-governed, not-for-profit continuing care […]
Medicaid-Compliant Annuities with Dale Krause
Medicaid-Compliant Annuities with Dale Krause Date & Time:Thursday, December 4, 2025 12:00 PM – 1:00 PM Location:Live on Zoom Register to receive the meeting link Our next Lunch & Learn in the series What Every Estate Planning Attorney Needs to Know About Medicaid Planning features Dale Krause, founder of Krause Financial Services and a nationally recognized authority […]
Review Session 20251122
Review Session – November 22, 2025 Date & Time:Saturday, November 22, 2025 10:00 AM – 11:00 AM Location:Zoom (Online) – link sent after registration This review session will cover Transfer Rules and Gift & Return for long-term care Medicaid—how gifts create penalties, when returns cure them, and how DC and Maryland differ in calculating, pausing, and […]
OBBBA Tax Changes with NAELA’s Tax Gurus
OBBBA Tax Changes with NAELA’s Tax Gurus — November 20, 2025 Date & Time:Thursday, November 20, 2025 12:00 PM – 1:00 PM Location:Virtual Program (via Zoom) Join NAELA’s nationally recognized tax experts Bob Brogan and Deirdre Wheatley-Liss for a timely discussion on the latest OBBBA tax law changes and their impact on elder law and special […]
Medicaid Asset Protection Trusts with Evan Farr
Medicaid Asset Protection Trusts with Evan Farr Date & Time:Thursday, November 6, 2025 12:00 PM – 1:00 PM Location:Live on Zoom Register to receive the meeting link Our next Lunch & Learn in the series What Every Estate Planning Attorney Needs to Know About Medicaid Planning featuresEvan Farr, one of the nation’s leading innovators in Medicaid Asset […]
Medicaid Planning Review Session August 29, 2026
Medicaid Planning Review Session – August 29, 2026 Date & Time:Saturday, August 29, 2026 10:00 AM – 11:00 AM Location:Zoom (Online) – link sent after registration This review session will cover the new hypotheticals for solo agers and gift and return. Register on Zoom to receive the meeting access details. Register on Zoom Click here
Review Session – August 29, 2026 Date & Time:Saturday, August 29, 2026 10:00 AM – 11:00 AM Location:Zoom (Online) – link sent after registration This review session will cover the new hypotheticals for solo agers and gift and return. Register on Zoom to receive the meeting access details. RSVP Here Click here
Trust Administration & Special Needs Trusts – Pitfalls, Fiduciary Duties, and Recent Developments
What Every Estate Planning Attorney Needs to Know About Medicaid Planning Pre-Crisis Planning – Medicaid Asset Protection Trusts (MAPTs) By: Evan H. Farr, CELA, CAPFounder & Principal, Farr Law FirmThursday, November 6, 2025 Explore Medicaid Asset Protection Trusts with Evan Farr—structure, timing, and strategies to protect assets while qualifying for care. Buy Tickets on Eventbrite […]