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David Cutner

Lamson & Cutner has scheduled a

Continuing Education Course

Wednesday, March 24, 2021, 5:30 – 7:30 pm


“Long-Term Care Planning

Plus, Updates on Changes to NY’s Medicaid Program”

Signup is at the BOTTOM of this page – scroll down to sign up 

This Course is for Social Workers only

Cost: FREE, thanks to the sponsorship of

305 West End Assisted Living


Attorney David Cutner will explain why it is essential for older or disabled people to do long-term care planning, and how important it is for your clients or patients — particularly those who need or may soon need long-term care — to protect themselves and their assets during their lifetimes.  He will also explain the legal strategies used to help keep their assets working for them as long as possible.

The main goal is to preserve and protect the money they have, so they can live out their lives safely and comfortably.   In the end, advance planning may also make it more likely that they will be able to leave a legacy that benefits their spouses, heirs, and other beneficiaries.

New York’s Medicaid program – often an integral part of clients’ long-term care plans – is currently undergoing significant changes due to budget pressures.  The implementation schedule continues to be fluid, due to the ongoing pandemic.  Mr. Cutner will give an update on the changes, and on when they are scheduled to take effect.


This course will provide 2.0 CEU credits to Licensed Social Workers, and will be held via Zoom interactive meeting.  Other Lamson & Cutner CE courses will be scheduled soon.


Lamson & Cutner’s interesting and useful CE Courses explain what you need to know about Estate Planning, Elder Law and Disability Planning.  Professionals who deal with older adults or disabled clients, in particular, can benefit from this valuable, concrete information.  Numerous attendees have also found the courses useful for their own personal family situations.

The material is presented in a way that is clear and easy to understand.  Partner David Cutner feels that educating professionals about the ways that they can help their clients to protect themselves is an important part of the firm’s outreach.

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.  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.


5:30 – 5:40    Introduction by Melissa Sheehan, Director of Business Development for 305 West End Assisted Living

5:40 – 7:30    Course: Long-Term Care Planning, plus Updates on Changes to NY’s Medicaid Program

Q&A is encouraged during the presentation and at the end

To obtain CE Credit:  Social Workers will receive their Certificate of Completion once they submit a Certificate of Attendance and Course Evaluation Form.  The forms can be completed online.


COST:  FREE, thanks to the sponsorship of 305 West End Assisted Living


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 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, or call us at (212) 447-8690. Space is limited.

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Other Courses Offered by Lamson & Cutner, P.C.

If your organization would like to sponsor a CE course, or 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.


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).  The recently enacted changes to New York’s Medicaid program, and the currently-anticipated schedule for their implementation, will be reviewed.

Date for Course 1: To be determined


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.

Date for Course 2:  To be determined


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.

Date for Course 3:  To be determined


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.

Date for Overview Course:  To be determined

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