David CutnerLamson & Cutner Announces Fall CE Classes:

Elder Law and Estate Planning CE Courses for Social Workers and others have been scheduled

Lamson & Cutner is an authorized provider of CE credits for Social Workers, Licensed Mental Health Counselors and Certified Case Managers, for their courses on Elder Law and Estate Planning. These courses are extremely useful for professionals who work with seniors and the disabled.

Long-term care can be ruinously expensive. Fortunately, in New York in particular, there are well-established legal strategies that allow people to protect themselves and their assets. These Elder Law strategies are usually integrated into an Estate Plan.

Other crucial documents – called Advance Directives – are also discussed in the courses, as are methods used to protect the financial resources of disabled people.

Learn about these laws and opportunities from the first law firm authorized by the NY State Department of Education to grant CE credits to Social Workers for Elder Law courses.  Now our firm is authorized to grant continuing education credit to Licensed Mental Health Practitioners and Certified Case Managers as well. Discover the options that can be invaluable for your clients who have long-term health care or estate planning needs.


Class locations, schedules, and dates for Courses 1, 2, and 3 are below:


The New York City courses will be offered at the offices of Lamson & Cutner, 9 East 40th Street, New York, NY.

The Westchester County courses will be held at the offices of  Lamson & Cutner, 84 Calvert Street, Harrison, NY 10528

SCHEDULE for New York City Courses:

3:15 – 3:30    Registration

3:30 – 5:30    Course

5:30 – 6:30    Wine & Cheese, Networking

SCHEDULE for Westchester County Courses:

5:00 – 5:30   Registration, Light Meal, Networking

5:30 – 7:30   Course


Course 1: Medicare and Medicaid Planning

How your clients or patients can obtain the best health care and long-term care, and how they can protect their assets and income against the ruinous costs of care.  The course will cover eligibility and planning for Community Medicaid (including home care and assisted living) and Nursing Home Medicaid (including the five-year “look back” and penalty periods).

Dates for Course 1:
Tuesday, Sept 25, 2018                Harrison, NY

Thursday, Sept 27, 2018                New York City


Course 2: Planning for the Disabled, Caregiver Agreements, and Advance Directives

Protecting the disabled, including minor and adult children; supplemental needs trusts; caregiver agreements; and advance directives – powers of attorney, health care proxies and living wills.

Dates for Course 2:
Tuesday, Oct 16, 2018              Harrison, NY  (Cancelled)

Thursday, Oct 18, 2018               New York City


Course 3: Wills, Trusts, Beneficiary Designations, and Estate Planning

Cost-effective estate planning, including provisions for elderly or disabled family members. Probate, administration, and how to avoid the need for court intervention.  Strategies for avoiding family disputes.

Dates for Course 3:

Thursday, Nov 15, 2018         New York City

Overview Course:  Community Medicaid, Nursing Home Medicaid, and Key Components of Long-Term Care Planning

How seniors, the disabled, and others with long-term care needs can obtain the best health care and long-term care, and how they can protect their assets and income.  Topics include Community Medicaid and Nursing Home Medicaid, Advance Directives including the Health Care Proxy and Power of Attorney, and disability planning.

Overview Course Date and Schedule:

An Overview Course has been scheduled in northern Manhattan at Riverstone Senior Life Services, in Washington Heights.  The course will be held Tuesday, October 30, 2018 from 3:30 – 5:30 pm (registration 3:15).

Location:       Riverstone Senior Life Services
99 Fort Washington Ave. NY, NY 10032
First floor Memory Center

This course is open to anyone who wishes to attend (space permitting).  If you do not request CE credits, you will not be charged.  To sign up without receiving CE credits, please call our office at (212) 447-8690.


If you have a group of ten or more social workers who are interested, please contact us to discuss the possibility of scheduling one or more courses.


COST: $25 per course (includes Networking Reception)


Lamson & Cutner, P.C., SW CPE is recognized by the New York State Education Department’s State Board for Social Work as an approved provider of continuing education for licensed social workers #0189.   The firm has been an approved provider since 2015.

Lamson & Cutner, PC is recognized by the New York State Education Department’s State Board for Mental Health Practitioners as an approved provider of continuing education for licensed mental health counselors.  #MHC-0139.

Lamson & Cutner has recently received authorization from the Commission for Case Manager Certification to grant two clock hours each of Continuing Education credit to Board Certified Case Managers for Courses 1, 2, 3, and for the Overview Course.


TO SIGN UP: Fill out the form below.  Or, you can email the firm at info@lamson-cutner.com, or call us at (347) 690-7483. Space is limited.  Please note:  No refunds are available for same-day cancellations.

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