AABANY Presents: Trusts & Estates CLE Program on A Balancing Act: A Holistic Approach to Intergenerational Estate Planning and Self-Care for the "Sandwich Generation"

The “Sandwich Generation” are those of us who are often required to care for and support both our children and parents. We are faced with the challenges of balancing the care of our family, parents, and work.

This CLE presentation will address the familial responsibilities often confronted by the Sandwich Generation by discussing hypothetical situations, tackling long-term care concerns, and illustrating the legal avenues we can take to best prepare for the present and future—for both ourselves and our loved ones. Our Panelists will discuss the importance of Advanced Directives such as Power of Attorney, Health Care Proxy, and Living Will, and the tools the Sandwich Generation may need to better equip ourselves in our own planning and that of our parents, such as Trusts, Wills, and other Estate Planning documents. Panelists will also discuss how to further care for parents, siblings, and children and the benefits of a geriatric care manager.

Pang-Mei (P.M.) Natasha Chang

Pang-Mei (P.M.) Natasha Chang is a partner at Dunnington Bartholow & Miller LLP in the Trusts & Estates department. She counsels both domestic and international individuals, families, businesses and charitable organizations in estate and trust planning, and wealth transfer planning. She works with clients to design and implement tax-sensitive structures to meet their planning, business, and charitable needs. Ms. Chang speaks Mandarin, French and Russian, and assists clients in cross border matters. She represents clients of all ages, and advises in insurance planning, IRA/retirement benefit planning and the use of trusts for not only estate planning but asset protection. She also works closely with fiduciaries in probate matters and the administration of estates and trusts. She serves on the Trusts, Estates and Surrogate’s Court Committee of the New York City Bar Association, where she has participated as a writer and presenter. She is cofounder and co-chair of AABANY’s Trusts & Estates Committee. She is also a member of the New York State Bar Association Trusts & Estates Committee. Ms. Chang received her Juris Doctor degree from Columbia Law School, a Bachelor of Arts degree cum laude from Harvard University, and is currently pursuing her LLM in Taxation at New York University.

Yan Lian Kuang-Maoga

Yan Lian Kuang-Maoga is a New York City-based attorney managing Pitta & Baione’s Elder Law, Medicaid Planning, Trust and Estates Planning, Probate, Estate Administration, and Special Needs Planning practice areas. Additionally, Lian represents Pitta & Baione clients before the September 11th Victim Compensation Fund (9/11 VCF) in seeking compensation on behalf of deceased loved ones. She has been recognized by the New York Times as a Top Attorney and named a Super Lawyer’s Rising Stars for 8 years in a row (2014-2021). A 9/11 survivor herself, Lian joined Pitta & Baione LLP to further its mission of providing holistic advocacy on behalf of 9/11 clients by representing clients in obtaining the legal right to pursue and collect a 9/11 VCF award on behalf of lost loved ones, and to counsel clients who are receiving other government benefits which may be impacted by their 9/11 VCF claim. Prior to joining Pitta & Baione LLP, Lian worked at a prominent New York City elder law firm for nearly a decade, advocating for seniors in need of social services, government benefits, and estate planning. She is a graduate of the City University of New York School of Law where she served as a student-attorney in Main Street Legal Services and as a Brochard Foundation Fellow. During law school, Lian also worked for the Legal Aid Society’s Brooklyn Office for the Aging and the Lenox Hill Neighborhood House. Before attending law school, Lian worked closely with the elderly Chinese Community first as a caseworker at LaGuardia Senior Center and then as a geriatric case manager at the New York Foundation for Senior Citizens’ case management program.

Vanassa Wills

Vanassa Wills, LCSW, C-SWHC, C-ASWCM is a social worker that specializes in Geriatric Medicine and Life Care Management with over 20 years in the field. Her eclectic practice includes life care management, client centered care plans, guardianship and conservatorship, care giver support, navigation of the Medicaid & Medicare long term care application process and maximizing home care services (hours) when applying for the same.

Young Mee Jun, Esq

Young Mee Jun is an Associate Attorney at Hartmann Doherty Rosa Berman & Bulbulia (HDRBB)’s Trusts and Estates Group. Young Mee specializes in Elder Law, Estate Planning, and Special Needs planning. Prior to her position at HDRBB, Young Mee was an Associate at Grimaldi Yeung Law Group in Brooklyn for 5 years as an Elder Law attorney where she led the care advocacy practice. Young Mee also represents clients in health plan appeals and various Medicare and Medicaid advocacy matters. Prior to attending law school, Young Mee worked as a licensed social worker for 20 years. She was the Director of a medical day program for adults with chronic illness for over 10 years. Prior to that position, she was the Director of the social services department at a skilled nursing facility. Her transition to the legal field of Elder Law was a natural one. Young Mee is passionate about protecting the rights of our most vulnerable population and supporting the needs of the caregivers. Her experience with both institutional and community based long term care systems equipped her with unique knowledge and the ability to understand the inner workings of our complex health care system. Young Mee earned her JD from New York Law School with a concentration on Elder Law. She was certified as a Court Evaluator and served in that capacity for an Article 81 Guardianship matter while going to law school. She remains certified for appointment as a Court Evaluator under Part 36 of the New York State Unified Court System. She holds a Master’s Degree in Social Work (MSW) from Hunter College of the City of New York and Bachelor’s Degree in Social Work from New York University (BSW). Young Mee is a member of the New York State Bar Association in the Elder Law and Special Needs Section, and Trusts & Estates Section. She is a co-chair of the Diversity Committee of the Elder Law and Special Needs Section. Young Mee is also a member of the Asian American Bar Association of New York, member of the New York Women’s Bar Association in the Elder Law committee, and the National Association of Elder Law Attorneys (NAELA) New York Chapter. Young Mee is fluent in Korean.

Pauline Yeung-Ha (moderator)

Pauline Yeung-Ha is a partner in the Grimaldi Yeung Law Group. Ms. Yeung-Ha concentrates in the practice areas of Elder Law and Estate Planning and Special Needs Planning. Ms. Yeung-Ha is a Member of the House of Delegates of the New York State Bar Association (NYSBA), and a Trustee on the Board of Directors of the Brooklyn Bar Association. She also serves on the Board of Directors of the New York Chapter of the National Academy of Elder Law Attorneys (NAELA). Pauline Yeung-Ha extends her work with the elder community as Secretary on the Board of Directors of CaringKind (formerly Alzheimer’s Association, NYC Chapter), and as Chair Emeritus of the Pro Bono Clinic of the Asian American Bar Association of New York (AABANY). The Pro Bono & Community Service Committee was named as AABANY’s Committee of the Year for 2016 and Program of the Year for 2017 and awarded New York State Bar Association’s Bar Leaders Innovation Award for 2020. Ms. Yeung-Ha’s recognitions include being an Honoree of the St. John’s University School of Law Chapter of the Asian-Pacific American Law Student’s Association (APALSA) in 2018, “Super Lawyer” from 2015 to 2022, and “Best Lawyer” from 2012 to 2022. In 2022, Pauline Yeung-Ha accepted an award as an Honoree of Women’s History Month Celebration from the Brooklyn DA’s office, the Brooklyn Borough President’s office and the Brooklyn Chamber of Commerce. She was one of ten successful Women Business Owners of New York City nominated for this award. In 2017, she was an Honoree of General Human Outreach in the Community, Inc. Ms. Yeung-Ha was an Honoree of the Chinese-American Planning Council, Inc., Brooklyn Branch, for service and dedication to the Brooklyn Chinese community in 2015, and NAPABA’s “Best Lawyer Under 40” in 2011. In 2010, Pauline Yeung-Ha was awarded a Citation by former Assemblywoman (now Congresswoman) Grace Meng. Ms. Yeung-Ha was also a key speaker for Assemblywoman Grace Meng’s Senior Law & Financial Planning Workshop. Ms. Yeung-Ha regularly gives community seminars in Cantonese on a wide variety of elder law and estate planning topics. She received her undergraduate degree from Vassar College and her law degree from St. John’s University School of Law, and is admitted to practice in both New York and New Jersey.