The Atlanta Lawyer December 2016 / January 2017 | Page 34
SECTION UPDATE
long term care insurance and life insurance strategies
for our elderly clients at our January 18, 2017 meeting.
ELDER LAW
By Elizabeth O. Lawrence
Koufman, Levine & Greiner, LLP
[email protected]
The Elder Law Section has had a great first half of
the fiscal year. The Section held its kickoff breakfast meeting on September 21, 2016 at the Buckhead
Club. Brian Deutsch of McCurdy & Candler, LLC,
and Barbara Scurry of Senior Partners, gave a very
informative presentation, “How to Protect Vulnerable
Seniors from Financial Exploitation”.
Our second breakfast, “Understanding the Elder Care
Challenges for Families”, held on October 19, 2016,
was led by Nancy Kriseman of Geriatric Consulting
Services. This presentation helped clarify some of the
issues and challenges that arise during representation
of an elderly client and Ms. Kriseman offered suggestions as to how attorneys can partner with elder
care professionals to help navigate through various
challenges.
Our third breakfast, “Millennials Don’t Polish Silver”,
held on November 16, 2016, featured Spalding Nix of
Spalding Nix Fine Art and longtime elder law section
member Emory Schwall, of the Law Offices of Emory
Schwall, who presented on the diminishing value of
certain types of antique furniture, works of art, and
porcelain as investments for our older clients.
The Section will continue to hold its monthly breakfasts throughout the year on the third Wednesday of
the month, at 7:30 a.m. at the Buckhead Club. Eric
Burkhard of Burkhard Insurance, LLC and Brent Eden
of Nease, Lagana, Eden & Culey, Inc. will speak on
CLE Seminar
The Section co-hosted the 1.5 hour CLE seminar
“Winter is Coming–Planning During the Last Few
Months of Life” on October 20 with the Estate Planning & Probate Section and the Financial Planning
Association of Georgia at Dentons. The panel included
The Honorable Jeryl D. Rosh of the DeKalb County
Probate Court, elder law attorney Brian Deutsch
of McCurdy & Candler, and financial planner David Hultstrom of Financial Architects, LLC, and was
moderated by estate planning attorney Shelly Donaldson of The Donaldson Firm. Attendees enjoyed a
cocktail reception and hors d’oeurves while mixing
and mingling with attorneys, financial advisors, and
other professionals.
Be a Santa to a Senior
With the holidays quickly approaching, our Section
has pledged our involvement with "Be a Santa to a
Senior." Through this program, Home Instead Senior
Care Foundation collects gifts for seniors who might
not otherwise have someone to share the holidays
with. This program assists lonely and isolated seniors
in our community, whether they are living in nursing
homes, hospice, on their own, or on the street.
Members of the Elder Law Section and the Estate
Planning & Probate Section purchased an assortment
of coloring books, colored pencils, games, puzzles,
books, toiletries, blankets, socks, bathrobes, and slippers and brought them to the Estate Planning & Probate Section’s December meeting. These items will
be wrapped and delivered this week to participating
seniors in the Atlanta area. Thank you to our members
and the members of the Estate Planning & Probate
Section for your generosity!
REFER CALLS TO lris
Remember, if your firm receives those occasional calls regarding legal
issues that you do not handle, refer them to the Lawyer Referral and
Information Service at 404-521-0777
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December 2016 / January 2017