Introduction to Special Needs Planning

 First in the 2015-16 Three-Part Series

$25.00 (lunch included)

1.00 Hour of Credit 

The Diversity Committee's Pipeline Subcommittee and Legal Services for Persons with Disabilities Committee (LSPD) have come together to launch the 2015-16 three-part CLE series focusing on disabilities-related legal issues.

The first in the series, titled "Introduction to Special Needs Planning," is for those who are interested in best serving clients with special needs - and their families. Carole Cukell Neff, estate planning specialist, will be the featured speaker. 

Discussion will include:
  • Counseling families on financing long-term care needs, including long-term care insurance and Medicaid eligibility
  • Financial and legal planning options for disabled family members -specifically  special needs trusts designed to preserve eligibility for governmental benefits.


1.00 hour of Credit

Date: Thursday, September 24, 2015

Registration: 11:30 a.m. - 12:00 p.m.

CLE and Lunch: 12:00 p.m. - 1:00 p.m. Lunch will be served and is included in the fee

Location: Louisiana Bar Center, 601 St. Charles Avenue, New Orleans, LA

Cost: $25/attendee (lunch is included in the fee)

Cancellation Policy:   All cancellations must be received in writing and sent to; telephone cancellations will not be accepted. Cancellations received in writing before September 17, 2015 will be fully refunded minus a $10.00 administrative fee. If written confirmation of cancellation is not received by September 17, 2015, no refunds or credits will be issued of any kind. Credits will be processed within two weeks of receipt of the cancellation request. 

The LSBA is committed to ensuring full accessibility for all registrants. Please contact the LSBA if you have a disability which may require special accommodations at this conference. Contact Michelle Neal at

To register online, please click on the button in the upper right corner.

Speaker Bio:

Carole Cukell Neff is a partner at the New Orleans law firm of Sessions, Fishman, Nathan & Israel, L.L.C., where she heads the Estate Planning and Estate Administration Department. She is a Board-Certified Specialist in Estate Planning and Estate Administration and has co-authored a definitive 3-volume treatise on the subjects with Max Nathan, Jr. entitled Louisiana Estate Planning, Will Drafting and Estate Administration (Lexis Law Publishing, 2d ed. 2000). Ms. Neff is a graduate of Tulane Law School where she served on the Board of Editors of the Tulane Law Review and was a member of the academic honorary society, the Order of the Coif. Following Law School graduation, she clerked for Louisiana Supreme Court Justice John A. Dixon, Jr.

As a well-known and respected expert in Estate Planning and Estate Administration, Ms. Neff is a popular, frequently sought-after speaker and has spoken at numerous professional meetings, conventions and estate planning seminars and has appeared on several local television programs. Among her many achievements and awards, Ms. Neff was the first woman and youngest person from Louisiana elected to the American College of Trust and Estate Counsel, and was recently named by Louisiana Super Lawyers as one of the “Top Ten Lawyers in Louisiana.” She is listed in The Best Lawyers in America, and was named Best Lawyers’ 2011 New Orleans Non-Profit/Charities Lawyer of the Year, as one of the “Top Lawyers in New Orleans” by New Orleans Magazine, and is a National Finalist in the “Lawdragon 500 Leading Lawyers in America” (the nation’s leading on-line legal media company).

Ms. Neff is active in and serves on the boards and committees of many civic and professional organizations. She is the only New Orleans member of the national Special Needs Alliance, a blue ribbon organization of professionals that service the legal needs of the disabled. She incoming President of The Pro Bono Project, a non-profit that provides free legal services to the indigent of Metro New Orleans. She is Past Chair of the Advisory Council of AVODAH. She served on the Louisiana State Bar Association Commission on Specialization in Estate Planning and Administration. She has been a member of the Charitable Trust Law Revision Subcommittee of the Louisiana State Law Institute and a member of the Lawyers in Philanthropy Committee of the Louisiana State Bar Association. She is a Fellow of the Louisiana Bar Foundation and served for many years as Chair of the New Orleans Bar Association Committee on Estate Planning, Wills and Trusts. She served as President of the New Orleans Estate Planning Council, is a past President of the Professional Financial Planners of Greater New Orleans and a past President and Founding Member of the Women’s Professional Council. She also currently serves as a Member of the Board and Executive Committee of Algiers Economic Development Foundation, has chaired its annual luncheon since 2012, and is Past President of New Orleans Rotary Fund, Inc, the charitable giving arm of the New Orleans Rotary Club.

Louisiana State Bar Association
601 St. Charles Avenue
New Orleans, LA 70130
(800) 421-LSBA(5722) / (504) 566-1600