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30th Annual Elder Law Institute


Speaker(s): Adam DiLeo, Allison Gill Lambert, Christopher J. Bowes, Douglas J. Chu, Hal R. Lieberman, Jake McDonald, Jeffrey G. Abrandt, Judith D. Grimaldi
Recorded on: Apr. 27, 2018
PLI Program #: 221918

Adam DiLeo is a managing attorney in the New York City Department of Social Services’ Office of Legal Affairs. Under the supervision of the Deputy General Counsel for Health and Community Services he oversees the handling of legal issues facing the city’s Medical Assistance Program, Home Care Services Program, HIV/AIDS Services Administration, and Adult Protective Services program. He has been an attorney with DSS and the New York City Human Resources Administration since 2008. He has also worked in the private sector as an associate at Rosenbaum and Rosenbaum PC and Harmon and Seidman LLC. He earned his JD from Fordham University.


Allison Gill Lambert graduated from the University of Connecticut – Storrs earning undergraduate degrees in Biology (CLAS) and in Art History (SFA). While attending law school, she interned at a plaintiff’s firm and the Department of Social Services. After graduating from New York Law School with her Juris Doctor, she joined the Department of Social Services as an Agency Attorney with the Supplemental Needs Trust Program. Ms. Gill Lambert has testified in front of a Grand Jury in regards to theft from Supplemental Needs Trusts, and sat on the 2013 Guardianship Advisory Committee for New York County. She has been the Director of the Supplemental Needs Trust Program since December 2013.


Chris Bowes is a co-founder and Executive Director of the Center for Disability Advocacy Rights (“CeDAR”), Inc.  A graduate of the Cardozo School of Law, he has worked in the legal services field since 1994, first at MFY Legal Services and then at CeDAR since 1997.  He has represented hundreds of Social Security claimants in federal court and thousands in administrative hearings on disability and non-disability issues.


Hal Lieberman is the co-author of NEW YORK ATTORNEY DISCIPLINE PRACTICE AND PROCEDURE (updated for 2018) and the former Principal Trial Attorney and Chief Counsel for the Departmental Disciplinary Committee in New York’s First Department. During the past 17 years, he has defended hundreds of lawyers and law firms before disciplinary and grievance committees in connection with lawyer discipline complaints, formal disciplinary prosecutions, reciprocal discipline proceedings, post-conviction disciplinary proceedings, reinstatements, and matters related to bar admissions before the several New York character and fitness committees. Mr. Lieberman is a regular columnist for the New York Law Journal on the subject of Professional Discipline.  He also publishes a blog, NYLegalethics.attorney.

In addition to attorney discipline defense, Mr. Lieberman has been a lecturer in law at Columbia Law School teaching legal ethics, has lectured widely, and published numerous articles on the subjects of legal ethics and professional discipline. He has testified as an expert in legal ethics in approximately 45 civil and criminal adjudications since 1998, including, among others, disqualification motions, legal malpractice cases, partnership disputes, fee disputes, and numerous issues involving interpretation and application of the Rules of Professional Conduct.

Mr. Lieberman joined Emery Celli Brinckerhoff & Abady LLP in 2014. He is the past partner-in-charge of the New York office of Hinshaw & Culbertson LLP, and was the subject of an exclusive interview in the March 23, 2011 issue of the New York Law Journal. The article, “Q&A with Hal R. Lieberman,” focused on Mr. Lieberman’s long and unique experience handling New York attorney disciplinary cases and legal ethics matters more generally, and his views on the state of New York’s lawyer discipline system from the perspective of a former Chief Counsel to the Departmental Disciplinary Committee.


Jake McDonald is the Client Services Counsel at the Medicare Rights Center, a national, nonprofit consumer service organization that works to ensure access to affordable health care for older adults and people with disabilities through counseling and advocacy, educational programs and public policy initiatives. Jake provides free services to Medicare beneficiaries, caregivers, and professionals, including representation for appeals and enrollment problems, individual counseling, and education. He also provides casework assistance to New Yorkers who receive Medicaid long term care services. In addition, Jake supports Medicare Rights’ educational outreach efforts and policy initiatives federally and in New York. Jake hails from Wisconsin, but holds a B.A. from the University of Notre Dame and a J.D. from New York University School of Law. He is admitted to practice in New York. Previously, he was a public school teacher in New Orleans.


Jeffrey G. Abrandt is a partner at Goldfarb Abrandt Salzman & Kutzin, LLP.  He practices primarily in the areas of Elder Law, Health Law, Trusts and Estates, Guardianships, and with the rights of the elderly and disabled. For the first third of his career, Jeffrey was a public interest attorney focusing on government benefits and the legal problems of the elderly and disabled.  After close to a decade, as Attorney-In-Charge of the Legal Aid Society’s Brooklyn Office for the Aging, he left public interest law. Currently Jeffrey is also an Adjunct Professor at Hoftra University School of Law where he teaches Elder Law.  Since 2002, he has served as Co-Chair of the Elder Law Institute, an annual program for attorneys practicing elder law by the Practicing Law Institute.  Jeffrey has published numerous articles in the Practicing Law Institute’s Course Handbook Series as well as the Brookdale Institute’s Entitlement and Advocacy Training pamphlet series.  He is a frequent lecturer in Elder Law for various groups including the New York State Bar Associations, as well as other local bar associations.  He is a perennial “Best Lawyers” in New York and has also been named a “Super Lawyer.”


Judith D. Grimaldi is a partner in the pioneering, all women elder law firm of Grimaldi & Yeung LLP with offices in Brooklyn and Manhattan. Ms. Grimaldi represents the rights of the elderly and disabled in Personal Planning, with a special focus on family caregivers and homecare. She is a certified Elder Law attorney, certified Social Worker, serves on the boards of non-profit organizations serving the elderly and special needs populations in Brooklyn.

Ms. Grimaldi is a past President of the National Academy of Elder Law Attorneys (NAELA), New York Chapter; she is a NAELA Board Member, Member of NAELA’s Advocacy Committee and member of NAELA’s Council of Advanced Practitioners (CAP). She is currently the Chair-Elect of the New York State Bar Association’s Elder Law & Special Needs Section and a member of the House of Delegates of the New York State Bar Association. She is a Charter member of the Academy of Special Needs Planners and the National Academy of Elder Law Attorneys, and was recently named to the National Board of the National Academy of Elder Law Attorneys. Ms. Grimaldi is also a past Chair of the New York City Bar Association’s Legal Problems of the Aging Committee.

Ms. Grimaldi is also active in the Senior Issue Committee of New York City’s Community Board 10, where she is currently working on developing a Bay Ridge Age Friendly Improvement District, and has recently authored a book, “5@55”, The 5 Essential Legal Documents You Need by Age 55”.

Ms. Grimaldi is a graduate of Brooklyn Law School, where she was an adjunct professor. She also holds a Masters in Social Work from Hunter College School of Social Work and as a Social Worker, developed innovative aging services for Lutheran Medical Center and South Beach Psychiatric Center. Ms. Grimaldi graduated summa cum laude from Marymount Manhattan College, earning a degree in Gerontology and serving as an adjunct professor in Sociology.


Mr. Chu has been involved with the area of Elder Law since 1990.  Before joining the firm he was the Senior Staff Attorney for the Brookdale Center on Aging of Hunter College from 1990 to 1999, where he specialized in Medicaid eligibility and government entitlements. From 1995 to 1999, Mr. Chu was also the attorney in charge of the Evelyn Frank Legal Resources Program at Selfhelp Community Services, Inc. ; known for his speaking skills, Mr. Chu has been an invited speaker/presenter at the New York State Bar Association Elder Law Programs in 2003, 2006, 2009, 2010 and 2011.

EDUCATION:

  • RUTGERS UNIVERSITY SCHOOL Of Law -Camden : J.D.1987 with an Honors Degree in International Law  {Law Review Staff Member} 
  • UNIVERSITY OF VERMONT - B.A. 1981.

Mr. Chu has been an Adjunct Professor at CUNY Law School and Long Island University, where he taught Elder Law related courses.  He is a respected lecturer on government entitlements and presents a monthly lecture series on applying for Medicaid home care at the Alzheimer's Association of New York City.  Mr. Chu is a regular speaker for the National Constitution Center Audio Conference Series, which provides continuing legal education to attorneys nationally.  Mr. Chu is the current Co-Chair of the New York City Citywide Medicaid Advisory Council . He is the author and editor of  the chapter "Medicaid for the Elderly, Blind and Disabled", found in The New York Elder Law Handbook published annually by the Practicing Law Institute of New York, where he is also a member of their faculty and current Co-Chair of their Annual Elder Law Institute.    Mr. Chu is a member of the National Academy of Elder Law Attorneys and the New York State Bar Association Elder Law Section. He is admitted to practice in New York, New Jersey (inactive) and Washington, D.C. (inactive).  Before entering the field of Elder Law, Mr. Chu was involved in the area of White Collar Criminal defense work in Washington, D.C.