Laura M. Brancato, David A. Bamdad & Lori A. Sullivan to Participate in NYSBA Trusts & Estates Law Section Program: “Essential Planning and Protection for the Disabled Beneficiary”

October 12, 2023 @ 9:00am


October 12, 2023 @ 12:45pm

Join Meltzer Lippe Partner and New York State Bar Association Program Chair Laura M. Brancato, along with Partners David A. Bamdad and Lori A. Sullivan for the upcoming program “Essential Planning and Protection for the Disabled Beneficiary” on Thursday, October 12, 2023.

Laura M. Brancato, Partner in the firm’s Mental Health, Guardianship & Elder Law Litigation Practice Group will present “Differentiating between Article 17a and Article 81 Guardianships.”

David A. Bamdad, Chair of the firm’s Trust & Estate Litigation Practice Group will present “The Role of the Guardian Ad Litem in 17a Proceedings.”

Lori A. Sullivan, Partner in the firm’s Trusts & Estates and Trust & Estate Litigation Practice Groups will moderate the program “Behind the Bench: Surrogate’s Court Panel Addressing 17a Proceedings, Special Needs Beneficiaries, and Beyond.”

This program will focus on essential estate planning considerations for beneficiaries who are disabled by reason of intellectual or developmental disability. Recent data released by the Centers for Disease Control indicates that nearly 1 in 11 children are diagnosed with intellectual or developmental disability, an increase of more than 2% over the prior two years. This program will provide practical tips and best practices for estate planning attorneys who work with disabled beneficiaries. Additionally, the Surrogate’s Court is an essential partner in planning and supporting disabled beneficiaries and the intricacies in Surrogate’s Court practice must be considered by the estate planning practitioner. This program will provide practical, behind the scenes insight from active jurists.

Click here for registration, agenda and complete program information: