Debby Rosenfeld | Meltzer, Lippe, Goldstein & Breitstone, LLP

Debby Rosenfeld is Counsel to the firm’s Trusts & Estates and Elder Law Practice Groups.

Prior to joining the firm, Debby worked at Ronald Fatoullah & Associates for 20 years practicing in the areas of elder law, estate planning and real estate. Prior to her time at Ronald Fatoullah & Associates, Debby was a tax attorney.

Debby lectures publicly and privately and has published articles on various elder law issues for both attorneys and laypeople. She is admitted to the New York State Bar and is a member of the New York State and Nassau County Bar Associations.

I. Asset and resource eligibility for institutional services (nursing home) and community-based home care | 1:00pm – 1:20pm

II. The differences between spend-down and income-cap states in managing excess income | 1:20pm – 1:40pm

III. Transfer penalty determination in New York and other states | 1:40pm – 2:00pm

Break | 2:00pm – 2:10pm

IV. An overview of exempt transfer options | 2:10pm – 2:30pm

V. Crisis planning (promissory notes) | 2:30pm – 2:50pm

VI. New York Waiver programs and the Consumer Directed Personal Assistance Program | 2:50pm – 3:10pm