James A. Caffry, Esq., President
James A. Caffry opened Caffry Law, PLLC in 2011 in Waterbury, Vermont. He began focusing his practice on special needs law a dozen years into his career, after his son was diagnosed with autism.
“After our son’s diagnosis, and the arrival of our second daughter, my wife and I began updating our own estate planning. I realized then how much more complicated our planning would be and how many Vermont families were in similar situations. That’s when I began to transition my law practice to special needs planning, and now I concentrate on that almost exclusively.”
Jim is currently a parent member of the Vermont Developmental Disabilities Payment Reform Initiative for Home and Community Based Services. He’s a past member of the board of Champlain Community Services (a direct service provider for individuals with developmental disabilities), the Vermont Developmental Disabilities Council, and the Vermont Autism Task Force.
He is a frequent presenter on special needs planning matters for family support organizations and disability service provider agencies, and he has taught numerous continuing education courses to Vermont lawyers, bankers and financial planning professionals.
Jim is a member of the Vermont Bar Association and the American Bar Association. He earned a J.D. (cum laude) from Albany Law School, a Masters of Environmental Law (magna cum laude) from Vermont Law School and a B.A. in history from Colgate University.
Amy C. O’Hara, CELA, President-Elect
Amy C. O’Hara, CELA, is a partner with the law firm of Littman Krooks LLP, White Plains, New York and New York City. She focuses on special needs planning, elder law and traditional estate planning and consults on personal injury settlements.
Amy’s interest in special needs planning is longstanding, having entered law school knowing that she wanted to focus on special needs law. She practiced special needs and elder law for a Buffalo law firm before joining Littman Krooks in 2006.
“Today, I’m finding that clients are becoming more comfortable discussing mental illness within the context of special needs planning for their loved ones. Unfortunately, insurance coverage, public funding and social services often fail to adequately address individual needs. Advocacy and proper planning are critical in order to maximize potential benefits and secure proper health care directives.
“I’m also interested in advocating for less restrictive alternatives to guardianship, when appropriate. When a young person turns 18, regardless of any disability they may have, they are legally considered an adult. Traditionally, guardianships have been sought to enable parents or other caregivers to continue their involvement in making health and legal choices for children with intellectual or developmental disabilities. However , with supported decision-making, other legal options that preserve a person’s self-determination and autonomy are often less restrictive and offer similar protections to guardianship.”
Amy is a member of the New York State Bar Association (NYSBA), Elder Law and Trusts & Estates Sections of the NYSBA, and local bar associations. She is also certified as an elder law attorney (CELA) by the National Elder Law Foundation and a member of the National Academy of Elder Law Attorneys (NAELA).
She lectures frequently to advocacy organizations and families on the importance of proper planning for families of children with special needs. She also publishes articles relating to estate and special needs planning.
She also is President of the board of directors of Westchester Disabled on the Move, Inc., a nonprofit organization that works to improve the quality of life, independence and the rights of all people with disabilities.
Amy earned a Bachelor of Science from Binghamton University and a J.D. from University at Buffalo Law School.
Tara Anne Pleat, CELA, Vice President
Tara Anne Pleat, CELA., co-owns the law firm Wilcenski & Pleat PLLC, with offices in Clifton Park and Queensbury, New York. She focuses on special needs and traditional estate planning and administration, as well as long-term care planning.
After graduating from the State University of New York at Albany, Tara discovered how much she enjoyed working with families as an estate planning paralegal. Law school was the natural next step. Shortly after earning her law degree from Albany Law School, she joined her current firm, where she was introduced to special needs law.
“Several years ago, my son was diagnosed with Asperger’s syndrome, an autism spectrum disorder, and my family’s experiences have deepened my understanding of the challenges faced by clients,” she says. “I recognize the limitations of Medicaid funding and the need to vigorously advocate for better services.”
Tara serves as a board member for AIM Services, Inc., which offers a broad range of supports to individuals with disabilities. “My perspective as a special needs attorney helps to clarify government policies, especially funding and reimbursement,” she explains. “That way we can better focus our resources.”
She’s also on the Planned Giving Committee for the Wildwood Foundation, which funds a school for children with disabilities, as well as services for individuals with developmental and intellectual disabilities of all ages. ”Given cutbacks in government programs, nonprofits are increasingly recognizing the need to build public/private partnerships. My goal on this committee is to help connect Wildwood to other professionals who can broaden awareness of the work they’re doing.”
Tara is a member of the Arc New York’s guardianship committee, which sets statewide practices. She also participates in a group that advises on New York’s supported decision-making pilot program, which seeks to provide an alternative to guardianship for many individuals.
She is an adjunct professor of law at Albany Law School, where she teaches a course on estate and financial planning for individuals with special needs and the elderly. “I want my students to recognize the important safety net provided by public benefits,” she says. “They need to understand how the system should work versus the reality, so that they can empathize with clients. And they need to be able to make the incredibly complex subject matter understandable to their future clients.”
She chairs the Elder Law and Special Needs Section of the New York State Bar Association; is an active member of the Trusts & Estates Law Section of the New York State Bar Association; a member of the Estate Planning Council of Eastern New York, Inc. (serving as president for the 2013/2014 year); a fellow of the American College of Trust and Estate Counsel (ACTEC); a member of the National Academy of Elder Law Attorneys (NAELA); and co-chair of SNA’s Publications Committee.
Tara is admitted to practice in New York, Florida, and Massachusetts, as well as the United States Tax Court and the U.S. Federal District Court in the Northern District of New York.
Robert F. Brogan, CELA, Treasurer
Robert F. (Bob) Brogan, CELA, is president of the Brogan Law Group in Point Pleasant, New Jersey. He began by building a practice focused on elder law, but was influenced by his wife’s experiences as a speech pathologist to expand his work to include special needs. “Jen worked for a local Arc chapter and was very involved in early intervention for kids with serious physical disabilities. I was impressed by the difference she made in people’s lives, and there are lots of similarities between elder and special needs law, so it was a logical transition.”
Bob explains that he’s driven by a desire to make the public benefits system “fair.” “It’s immensely confusing,” he says. “There are so many gates to pass through in order to establish eligibility and so many potential pitfalls. It’s like running a gauntlet.” A strong believer in individual rights, he promotes self-advocacy in his dealings with families. “Too often, guardianship is pushed as a solution when far less restrictive powers of attorney and advance directives will preserve both a person’s security and independence.”
His interest in public policy dates from early in his career, when he was a congressional aide handling press relations. He is a nationally respected authority on Medicaid and health care policy and is co-chair of SNA’s Public Policy Committee. He has lobbied for change at the state and federal levels and has twice received the New Jersey State Bar Association’s Legislative Service Award.
He belongs to the Council of Advanced Practitioners (CAP), an invitation-only organization of innovators in the areas of elder and special needs law; has served on the board of the National Academy of Elder Law Attorneys (NAELA); and is past chair of the Elder and Disability Law Section of the New Jersey State Bar Association.
Bob has been cited as a Super Lawyer each year since 2008, is A-V Rated by Martindale-Hubbell, and taught a law and aging course at the Georgetown Law Center in Washington, D.C. He earned a B.A. in journalism from Rutgers College, a J.D. from Rutgers Law School-Camden, and an LL.M. in tax at the Villanova School of Law.
He attributes much of his success to wife Jen, who home schools their eight children.
Christopher W. Smith, Esq., Secretary
Christopher W. Smith, Esq., of Chalgian & Tripp Law Offices, PLLC, Southfield, Michigan, focuses his practice on special needs, elder law and traditional estate planning. He is licensed to practice law in Michigan.
Christopher’s interest in special needs law is grounded in personal experience. He has a sister with Down syndrome, and he remembers listening at the age of 10 to his attorney father address a conference on special needs law during the discipline’s infancy. “I grew up knowing the personal challenges faced by families with special needs and recognizing how legislators, regulators and advocates were struggling to serve them adequately. I wanted to help find solutions.”
Christopher was the chair of the Elder Law and Disability Rights Section of the State Bar of Michigan and still chairs its legislative committee. He also serves on the Michigan Attorney General’s Elder Abuse Task Force. In addition, he has volunteered time to the Elder Law and Advocacy Center at Wayne County Neighborhood Legal Services, as a guardianship reviewer for the Oakland County Michigan Probate Court and as a counselor for the Medicare Medicaid Assistance Program in Wayne, Michigan.
He has been named a “Rising Star” by Super Lawyer Magazine (Indiana edition: 2009-2010; Michigan edition: 2012-2017).
He frequently speaks and writes on aspects of special needs planning, such as special needs trusts, the ABLE Act, government benefits and guardianship. He places a particular focus on Medicare.
Christopher graduated from Indiana University Maurer School of Law (Magna Cum Laude, Order of the Coif), where he was managing editor of the Indiana Law Journal. Prior to law school, he majored in business and history at the University of Virginia and worked in finance for Procter & Gamble.
Mary E. O’Byrne, Esq., Immediate Past President
Mary E. O‘Byrne, Esq., heads O‘Byrne Law, LLC, Timonium, Maryland, a practice that focuses on special needs and estate planning, elder law, trust and estate administration, and advocacy for people with disabilities. Her career prior to attending law school, in strategic planning and information systems for the health insurance and HMO industries, informs her current work for clients.
“That background adds a dimension to my understanding of families’ struggles to gain access to services and the need to advocate on their behalf when requests are inappropriately denied. I understand how difficult it can be to work with large institutions; my experience gives me an appreciation for the systems in place at government agencies.” Her financial training enables her to assist clients with cost projections and funding issues as they plan for a loved one’s economic security.
Mary was instrumental in brokering a dialogue between the Social Security Administration and a team of advocates, including SNA members and pooled trust representatives. “We helped Social Security better understand the impact on beneficiaries and their families of its rulemaking with regard to special needs trusts (SNTs),” she explains. “We successfully advocated for administrative changes that are more aligned with the intent of Congress when it originally passed SNT legislation.”
Mary is also deeply interested in increasing the availability of accessible, affordable housing for people with disabilities. “There’s a growing crisis nationwide, with people parked on waiting lists for years at a time.”
She was the first executive director and trustee of First Maryland Disability Trust, a pooled SNT. She speaks frequently to professionals and lay groups on special needs and estate planning. She is a member of the National Academy of Elder Law Attorneys (NAELA). She currently the president of the board of NAMI-Metro Baltimore (National Alliance on Mental Illness).
She earned a B.A. from Yale University, an M.B.A. from the University of North Carolina at Chapel Hill, and a J.D., with a certificate in health care law, from the University of Maryland School of Law.
Kenneth M. Bloom, Esq.
Kenneth M. Bloom is a member of Latimer LeVay Fyock LLC, Chicago, Illinois. A CPA, as well as an attorney, he focuses his practice on special needs planning and estate and trust planning/administration. “Early in my career, when I began working with clients who had kids with disabilities, special needs planning was a new area of the law and there were few resources available on the subject. I recognized that there would be a growing demand for such services, so to better serve my clients, I began reading every book and attending every seminar I could find on the subject. Within a few years, I was being invited to speak on the topic.”
Ken lectures extensively to both attorneys and consumers and has been published by the American Bar Association, the Chicago Bar Association and the Chicago Tribune.
“I’m committed to educating families about the dangers of neglecting to set up a trust of some kind for a child with special needs. I’ve seen too many situations in which well-intentioned parents have left all their assets to the child’s siblings, intending for them to provide for the individual’s needs. Nightmares have resulted when divorce, lawsuits or changing family dynamics have left the vulnerable sibling financially stranded. It’s a subject I often speak about within the community.”
For the past 15 years, Ken has served as chair of the Planned Giving Committee of the American Technion Society, the U.S. fundraising arm of the Technion-Israel Institute of Technology (“Israel’s MIT”), which develops advanced technology for medical and other scientific and civic purposes. Ken is also a longtime supporter of the Boy Scouts of America, through which both of his sons are Eagle Scouts.
Ken is a member of the Illinois State Bar Association, the Chicago Estate Planning Council and the American Association of Attorney-Certified Public Accountants. He earned a J.D., tax law/estate planning, from Chicago-Kent College of Law, Illinois Institute of Technology, and a B.S. accounting, from the University of Illinois.
Judith L. Bomster, Esq.
Judith L. Bomster, Esq., a partner with Butenhof & Bomster, PC, Manchester, New Hampshire, practices in the areas of special needs planning, elder law and estate planning. Prior to joining her current law firm 16 years ago, she focused on corporate law. “That experience taught me to anticipate contingencies, which is critical for special needs planning,” she explains.
“One of the reasons I was drawn to special needs law is that I love getting to know the families, and it’s important that I feel I’m making a difference,” she says. “They routinely face systemic barriers that shouldn’t exist in a society such as ours, and my work on the board of New Hampshire’s Disability Rights Center (DRC) is one way I’m supporting efforts to reduce those obstacles.” Among other projects, Judith is helping the DRC build a coalition committed to implementing supported decision-making in New Hampshire. “I feel strongly that there’s an unmet need that powers of attorney and healthcare proxies simply aren’t filling. We need better tools for understanding and respecting the wishes of individuals with special needs.”
Through the New Hampshire Bar Association and University of New Hampshire School of Law, Judith lectures on the ethics of working with clients who have diminishing capacity. She also conducts workshops for area agencies, nonprofits and private firms on a wide variety of other special needs and estate planning topics.
She is an American College of Trust and Estate Counsel (ACTEC) fellow and a member of the National Academy of Elder Law Attorneys (NAELA), including the New Hampshire chapter, where she served as a director and officer for several years.
She earned her B.A. from Rhode Island College and her J.D. from the University of New Hampshire School of Law.
Roxanne J. Chang, Esq.
Roxanne J. Chang, Esq., Plymouth, Michigan, brings years of direct care, clinical psychology and therapeutic program consulting to her special needs/elder law practice. “After working for some time in healthcare, I felt that through the practice of law I could best advocate for individuals with special needs and older adults,” says Roxanne.
Having worked in rehabilitation, assisted living, nursing and memory care facilities, as well as a community mental health agency serving individuals with developmental disabilities, Roxanne brings informed insight to her representation of individuals with disabilities and their caregivers. “I can empathize with their experiences, their clinical challenges and their frustration as they navigate the healthcare system, and better advocate for their quality of life and care,” she says.
Roxanne is particularly interested in assisting individuals with developmental disabilities, memory loss or dementia. “I believe that self-determination is a fundamental human right and that supported decision-making is an important tool for preserving dignity, personhood and citizenship.”
She is also a trained mediator and conflict resolution coach. “That background helps me set realistic client expectations and conduct negotiations in a manner that is more likely to be productive and protect valuable relationships. It is often a matter of understanding and communicating each side’s position respectfully and looking for a path to an acceptable compromise.”
Roxanne volunteers her time with the Greater Michigan Alzheimer’s Association’s monthly caregiver support group and the Great Lakes Legal Mediation Division’s Advisory Council. She is on the Elder Law Advisory Board and a frequent author/contributor for the Institute for Continuing Legal Education. She is also a member of the National Academy of Elder Law Attorneys (NAELA) and lectures at the University of Michigan’s School of Social Work and Eastern Michigan University’s Aging Studies program.
She earned a B.S. in psychology, a M.S. in clinical-behavioral psychology, and a Graduate Certificate in Gerontology, from Eastern Michigan University. She earned a J.D. from Wayne State University Law School.
Emily A. Donaldson, CELA
Emily is an attorney with Stevens and Brand, LLP, and concentrates her practice in the areas of elder law and estate planning. She is a Certified Elder Law Attorney (CELA) by the National Elder Law Foundation and holds an advanced degree in Estate Planning (LL.M.)
Emily’s interest in special needs planning started early in her career while working with a family who had a son with Down’s Syndrome and another on the autism spectrum. She was inspired by their family and their commitment to achieving the best life possible for their sons. To this day, she keeps them in mind as an example of a model that is attainable and achievable even in the complicated world of special needs planning.
“My job is to make my clients’ lives easier. In the complicated world of special needs planning, seeing this result with the families I serve brings me great joy in knowing I may have helped – even just a little.”
Emily is licensed to practice law in Kansas. In addition to serving on the Special Needs Alliance’s board, Emily is an adjunct professor at the Washburn University School of Law and the University of Kansas School of Law. Emily is also a member of the Probate Law Advisory Committee, as well as the Guardianship Committee of the Kansas Judicial Council, and a frequent author and speaker on issues affecting the aged and individuals with disabilities. In addition, Emily is a current member of the Board of Directors for ARCare, Inc., the Kansas Bar Association, the Kansas Women’s Attorney Association, the National Academy of Elder Law Attorneys (NAELA), the Womens’ Attorneys Association of Topeka, and the Topeka Bar Association where she is a Chairperson on the Service to the Bar Committee.
Emily earned a B.A. from the University of Missouri, Columbia and her J.D. from the City University of New York School of Law in Queens, New York.
Elizabeth Friman, Esq.
Elizabeth is a principal of Fleming & Curti, and concentrates her practice in trust administration, probate, guardianship, conservatorship, and estate planning. Elizabeth is a licensed private fiduciary and with the help of her team, she often serves as trustee, personal representative, guardian, and conservator.
Elizabeth’s interest in special needs planning and guardianship started with her desire to help individuals with special needs find meaningful and creative ways to engage in community. Whether through work, service, recreation, or education, she believes each of us can contribute to our community.
“I love working in a field where I can use my energy, my curiosity, and my determination to help real people solve real problems.”
Elizabeth is licensed to practice law in Arizona. In addition to serving on the Special Needs Alliance’s board, Elizabeth is the outgoing Chair of the Arizona State Bar Probate and Trust Executive Council, serves on the Board of Directors for the Primavera Foundation, and is a trustee for the Jewish Philanthropies of Southern Arizona.
Elizabeth earned a B.A. (cum laude) from Connecticut College in New London, Connecticut and her J.D. from the University of Arizona College of Law in Tucson, Arizona.
Emma R. Hemness, CELA
As the founder of Hemness Faller Elder Law, located in Brandon, Florida, it might not be surprising to learn that Emma’s start in the legal profession stemmed from her relationship with her grandparents.
“I always had a very strong relationship with both my grandmother and grandfather. When my grandmother became very frail, I was the only one visiting her in the nursing home during the last few months of her life,” she recalled.
Although initially Emma bristled at the thought of being a litigator, she realized that helping people, particularly those in vulnerable situations, became her life’s purpose. “I had a strong desire to protect individuals, especially during a significant health event or catastrophic illness, or just during the aging process,” she said.
While Emma was on maternity leave, she was peppered with questions from clients about benefits, questions about disability issues, which prompted Emma to do her own research to find out answers. It was during this process that she realized she was starting to develop a niche for herself, focusing more on elder law and special needs issues.
“There’s an organic migration from just focusing on someone’s death, which is what a lot of estate planning attorneys do, to focusing on the issues our clients are worried about while they’re still alive, like planning for a child with special needs and how to help them when you’re not able to and provide a safe environment for your loved ones.”
Although Emma often feels like there’s so much more for her to learn, she’s proud of the fact that when clients meet with her, she can give them tangible information that will help them both in the short and long-term. Sifting through information and researching solutions for clients to help them understand often complex issues provides Emma with a sense of pride, knowing that some of the information can be overwhelming.
“A lot of clients tell me I’m easy to understand, and that it’s incredibly helpful to know that I can take complicated laws and concepts and provide it in simple language for my clients that’s easy for them to understand,” she said.
Emma is a Florida Board Certified Specialist in Elder Law (2004) and is also nationally certified as a CELA by the National Elder Law Foundation (2005). SuperLawyer Magazine listed Emma among the Top 100 Attorneys in Florida (2021 and 2017) and Top 50 Women Lawyers (2021, 2017, 2016, and 2011). She served as Chair of the Florida Elder Law Section (2007-2008) and as Past President of the Florida Chapter of NAELA, the Academy of Florida Elder Law Attorneys (2015).
Emma was named the Elder Law Section Member of the Year in 2011 and AFELA’s Member of the Year in 2016. Emma has been accredited by the Veterans Administration since 2008.
Emma’s past community involvement includes serving on the Board of Directors of the Florida Gulf Coast Chapter Alzheimer’s Association and as an Officer and Board Member of the Senior Connection Center, the West Central Florida region’s Area Agency on Aging. She is a recognized Author of the Florida Bar’s Florida Guardianship Practice Manual. Emma graduated summa cum laude from Florida Southern College with a bachelor’s degree in human resources and finance. She earned her law degree from Stetson University College of Law.
Rebecca Morgan, Esq.
Rebecca is a full-time law professor at Stetson University’s College of Law, and Boston Asset Management chair in Elder Law and director, M.J. in Healthcare Compliance. Her specialty is elder law, and she is the successor co-author of Matthew Bender’s Tax, Estate and Financial Planning for the Elderly and its companion forms book, a co-author of Representing the Elderly in Florida, (Lexis), The Fundamentals of Special Needs Trusts (Lexis), Ethics in an Elder Law Practice (ABA), and Planning for Disability (Bloomberg BNA Portfolio). She is also the co-author of Elder Law in Context (Aspen), and author of Bankruptcy in Context, and Mastering Interviewing and Counseling.
Rebecca’s interest in special needs planning stems from her belief that the law can provide a more level playing field for everyone, and she feels that she can be a part of making sure that everyone has access to programs, services, and justice.
“If we can make life a little better for someone, then we should give our best efforts to do so.”
In addition to teaching and writing, she is a past president of the National Academy of Elder Law Attorneys, past president of the board of directors of the National Senior Citizens Law Center, past chair of the American Association of Law Schools Section on Aging and the Law and of the Florida Bar Elder Law Section, and on the faculty of the National Judicial College. She served on the Florida Attorney General’s Task Force on Elder Abuse and the Florida Legislative Guardianship Study Commission. She is a member of the American Law Institute (ALI), the academic advisory board for the Borchard Center for Law and Aging, an academic fellow of the American College of Trusts & Estates Counsel (ACTEC), a NAELA fellow, and a member of NAELA’s Council of Advanced Practitioners (chair 2012-2014). After a term on the Board of the ABA Commission on Law and Aging, she is a special advisor to the ABA Commission on Law and Aging. She is a member of the board of directors for the Center for Medicare Advocacy and the American Society on Aging.
Rebecca earned a B.S. from the Central Missouri State University in Warrensburg, Missouri, and her J.D. from the Stetson University College of Law in Gulfport, Florida.
Ethan J. Ordog, Esq.
Ethan Ordog is a partner at the Begley Law Group and concentrates his practice in estate and trust litigation, estate and trust administration, and guardianship.
Ethan’s interest in special needs planning and guardianship springs from the idea that while life is complex for everyone, it is often even more complicated for those with special needs. Therefore, he has focused his career on working with individuals with special needs and their families as they navigate legal obstacles and hurdles that arise. He understands both the importance of proper planning and the need to take the extra time to get to know his clients and their families on a more personal level.
“I feel most accomplished knowing that I am using my skills to help others and give back to the community. To do that, I identify the issue, understand the goal, and find a way to resolve it.”
Ethan is licensed to practice law in New Jersey and the U.S. District Court for the District of New Jersey and was the recipient of the 2014 Robert W. Criscuolo Award for being an “outstanding young lawyer” from the Burlington County Bar Association. In addition to serving on the Special Needs Alliance’s board, Ethan is the Co-Chair of the Burlington County Probate Committee, a member of the Philly Golf Classic Committee, and volunteers in the community for a number of organizations.
Ethan earned a B.A. (cum laude) in Political Science from Moravian College in Bethlehem, Pennsylvania and his J.D. from the University of Roger Williams School of Law in Bristol, Rhode Island.
Bryn Poland, Esq.
Bryn Poland, Esq., is a partner with Mayo & Poland, PLLC, Baytown, Texas. She focuses her practice on special needs trusts and administration, qualified settlement funds and estate planning.
She was inspired to become an elder law attorney when she watched her family struggle with care options for her great grandmother, Lulu Sleeper, who lived to the age of 109. “I became involved with special needs law when I joined my current firm in 2007, and I love it! I get to work a lot with kids, and I find it personally fulfilling to help families prepare for the future.”
Bryn is especially interested in services designed for children with autism and is a new board member of the Bay Area Rehabilitation Center, which offers therapies for kids and young adults. “I’m hoping to become very involved in developing new programs, attending family meetings and helping them make decisions.” She has worked with the Arc of Texas on several “Wings for All” events, designed to acquaint individuals with autism and other developmental disabilities with airline travel.
She is licensed to practice law in Texas and Kansas, and is a member of the Texas Bar Association, Kansas Bar Association, National Academy of Elder Law Attorneys (NAELA) and the Society of Settlement Planners.
She received a B.S. in journalism from Kansas State University and a J.D. from Washburn University School of Law.
Larry H. Rocamora, Esq.
Larry H. Rocamera, McPheson, Rocamora,Nicholson,Wilson & Hinkle, PLLC, Durham, North Carolina, focuses his practice on special needs planning, elder law, estate planning, taxation and trust administration.
“I began practicing special needs law at the urging of another SNA member, who stressed how helpful my background in taxation and estate planning could be to individuals with disabilities and their families. Since I’m both an attorney and a CPA, I bring a different perspective to the work I do on their behalf.”
Larry is particularly concerned about housing issues, given the shortage of residential options and long waiting lists. “That’s the biggest challenge for my clients. How can young adults live independently in today’s society, while getting the care that they need?”
As a result, Larry will soon be joining the board of a new adult residential community–Possibility Place‒designed for individuals with intellectual and developmental disabilities. He regularly conducts workshops for families with special needs
He is a member of the National Academy of Elder Law Attorneys (NAELA) and a Fellow of the American College of Trust and Estate Counsel (ACTEC). He is also a past chairperson of the Elder Law Section and the Estate Planning and Fiduciary Law Section of the North Carolina Bar Association. He earned J.D. from Hastings College of Law, University of California, and a B.S. in accounting from the University of North Carolina.
Bruce D. Reinoso, Esq.
An established musician who played the bass trombone with high-profile performers like The Four Tops and Gladys Knight and the Pips, Bruce Reinoso’s career could have gone in a much different direction, were it not for some sage advice from his family years ago. Now, as Senior Counsel in the Family Wealth & Estate Planning Department at Woods Oviatt Gilman LLP, it’s clear he made the right decision.
“My family always thought I should be a lawyer,” he said, “and it turned out they were right.”
When Bruce made the switch from music to law school in the early 90s, he did some research and discovered the areas of health and elder law would be good choice for him. He was already familiar with some of the law firms specializing in these areas and found that he was drawn to estate planning.
About the same time Bruce was graduating from law school, Congress was enacting laws for special needs trusts, so one of Bruce’s first tasks in his firm was to do his first special needs trust. Now after working with families for 30 years, including multiple generations of families, Bruce knows his work has been meaningful, and has no regrets about the path he chose.
“I still compose music every day for about two hours but having long-term relationships and knowing you’re making a positive difference for your clients makes for a better living than being a starving trombone player,” he said.
With his creative outlet intact, Bruce is able to connect with clients and values the network and community within SNA.
He was one of the principal drafters of the Western New York Pooled Supplemental Needs Trusts agreements established by People, Inc. and the Center for Elder Law and Justice, Inc. He served as one of the trust managers for 14 years.
Bruce works with clients to develop personalized plans integrating lifetime conservation and management of resources, deployment of retirement and deferred compensation assets, orderly wealth transfer to heirs and estate tax planning. He also helps clients protect their interests when disputes arise and find solutions when there was too little planning too late.
He is the recipient of a Dr. Evan Calkins Award for Meritorious Service in the field of aging services. He has been named in the current edition of Best Lawyers in America, and every year since 2005, for Elder Law. In 2013, he was named lawyer of the year by Best Lawyers in America for Elder Law in Western New York. He received a Master Certificate in Music Composition for Film and Television from Berklee College of Music, a master’s degree in classical music composition from Duke University and a Bachelor of Music Performance from the University of North Carolina at Chapel Hill. He received his law degree cum laude from University at Buffalo School of Law.
Benjamin A. Rubin, Esq.
For Benji Rubin, having a brother with severe autism shaped who he is today in many ways personally and professionally and thus the type of law he chose to practice. Joining Rubin Law, a firm founded by his father, offered Benji the opportunity to talk to families who had been dealing with situations similar to his own, and provide a needed service in helping them navigate the complex world of disability and special needs law.
“With my brother Mitch having a disability, I was born into this world, and it affects every part of our life, so the call to help others going through similar experiences was always strong,” he recalls. “I fell in love with the practice and the ability to help other families facing similar situations.”
“It’s really intense for families facing these challenges and helping them get through it and becoming an expert along the way has been incredibly rewarding. Finding solutions for them and helping them get through the maze of information is one of my favorite parts of my work,” says Benji. “I feel very privileged to be able to do this work.”
The family business has expanded under Benji, and additional lawyers and support staff have been added to the firm to handle the influx of clients.
Now as president of the firm, Benji is juggling the responsibilities at work, and taking care of two children at home with his wife. But his passion for the work has only increased, and the personal connection to his work is always at the forefront of his mind. “It’s really not just a job. We’re a community and it’s wonderful to be part of something bigger than yourself and be connected to so many other attorneys through SNA.” he says.
Benji graduated from the University of Illinois College of Law, Magna Cum Laude, received his undergraduate degree from Northwestern University, and received his Graduate Law Degree, an LLM (Tax), with honors, also from Northwestern University. In addition to being a member of SNA, he is a member of the Academy of Special Needs Planners and serves as Chairman of the American Bar Association Special Needs Planning Committee. He serves as the President of SIBS (Supporting Illinois Brothers and Sisters), the Illinois chapter of the national Sibling Leadership Network, an organization of adult siblings of individuals with intellectual disabilities, developmental disabilities and/or mental illness.
Benji is a member of the Board of Directors of The Arc of Illinois, is a member of the Clearbrook Associate Board, an organization serving more than 8,000 individuals with disabilities, including his brother, Mitchell, who has Autism, serves on the Board of Directors of DayOne PACT, which serves as Trustee of Special Needs Trusts, and serves as Guardian, serves on the Board of Directors of the Foundation of The Special Education District of Lake County (SEDOL Foundation), serves on the Advisory Council of Encompass (Encompass in partnership with Jewish Child & Family Services, Jewish United Fund, JVS Chicago, JCC Chicago, Keshet, and The Center for Enriched Living and Center for Independent Futures). Benji is also a Faculty Member for the Illinois Institute for Continuing Legal Education (IICLE) on the topic of special needs planning, as well as a Speaker for the American Bar Association and the Illinois State Bar Association on those topics.
Benji has been a member of Rubin Law, A Professional Corporation since 2010, and assumed the position of President of the firm in 2021.