Experience

Feldman, Kramer & Monaco, P. C.

• Law Practice
• 1 - 100 Employee

• Associate Attorney

  • Jun 2018 - Present

• Elder Law/ Trusts and Estates Attorney

  • May 2018 - May 2021

  • Elder Law• Estate Planning• Medicaid (Chronic and Community)• Special Needs Planning• Lecturer (Elder Law Seminars and Continuing Social Work Education Presenter: Caregiver Stress Syndrome).



The Law Offices of David R. Okrent

• Attorney

  • Jan 2018 - May 2018

  • Medicaid/Asset Protection/Long-Term Care Planning• Community Medicaid and Chronic Medicaid Applications• Special Needs Planning/Special Needs Trusts/Termination of First Party Trusts• Probate and Estate Administration• Real Estate Closings • Medicaid/Asset Protection/Long-Term Care Planning• Community Medicaid and Chronic Medicaid Applications• Special Needs Planning/Special Needs Trusts/Termination of First Party Trusts• Probate and Estate Administration• Real Estate Closings



Peconic Bay Skilled Nursing Facility

• Director Of Social Work

  • Jul 2014 - Aug 2017

  • Ensure compliance with NYS Public Health Law as well as CMS and HIPAA regulations• Conduct investigations of complaints and prepare Accident and Incident reports• Review reports with health care providers and administration, collaborating on plans of correction• Initiate care plans and manage discharge planning as patient advocate• Conduct weekly and quarterly meetings on QAPI matters• Prepare monthly Board Reports with reviews of news of pending health care legislation• Monitor compliance with psychotropic administration guidelines and education assessments• Provide patient education on insurance coverage (HMO, CARE, CAID, and secondary/tertiary coverage)in acute, subacute, and home care environments• Deliver PowerPoint presentations to Executive Committee and Board on Medical Quality AssuranceAchievements:• Developed and implemented efficient operating standards for the Social Work Department• Successfully resolved outstanding issues involving psychotropic medication documentation compliance



The Law Office of Kathleen M. Rose, P.C.

• Attorney At Law

  • Jan 2014 - Jan 2017

  Practice areas including immigration law, lien law matters involving breach of contact and bonded mechanic liens, will contests including undue influence/confidential relations, real estate closings, and uncontested divorce matters. Practice areas including immigration law, lien law matters involving breach of contact and bonded mechanic liens, will contests including undue influence/confidential relations, real estate closings, and uncontested divorce matters.



Community Justice Center: Affiliated with Touro Law Center

• Attorney At Law

  • Feb 2014 - Jul 2014

  Received in-depth immigration law training via Immigration Legal Services of LI. Member of first law school incubator program on Long Island assisting attorneys in developing and sustaining economic law practices serving the needs of Suffolk County residents. Provided mentoring and practical training on various immigration matters, replacement/renewal applications and naturalization applications. Received in-depth immigration law training via Immigration Legal Services of LI. Member of first law school incubator program on Long Island assisting attorneys in developing and sustaining economic law practices serving the needs of Suffolk County residents. Provided mentoring and practical training on various immigration matters, replacement/renewal applications and naturalization applications.



Katz, Bernstein & Katz, LLP

• Attorney

  • Jun 2005 - Jun 2006

  Drafted estate planning documents including various trusts: credit shelter, QTIP, special needs, QPRTs, irrevocable life insurance. Performed estate planning and attended IRS hearings for clients to negotiate Offer in Compromise agreements. Drafted estate planning documents including various trusts: credit shelter, QTIP, special needs, QPRTs, irrevocable life insurance. Performed estate planning and attended IRS hearings for clients to negotiate Offer in Compromise agreements.