PRO BONO GROUP

Director of Advocacy for Training and Pro Bono: Amy Petkovsek
Moderator: Bobbie Steyer

Pro Bono Group

SSI Benefits and Joint Bank Accounts

Dealing with bank accounts of SSI recipients when the funds do not belong to the recipient. 

 

There are several reasons why an SSI recipient may be named on a bank account that belongs to someone else, and generally that bank account should not count as a resource for the SSI recipient. However, problems can occur when ownership of a bank account is not clear to the Social Security Administration (SSA), which can lead SSA to stop SSI benefits due to excess resources.  

The National Center for Law and Elder Rights has some ideas to deal with this problem in their July 2018 practice tip SSI Benefits and Joint Bank Accounts.

SSI Benefits and Joint Bank Accounts

Dealing with bank accounts of SSI recipients when the funds do not belong to the recipient. 

 

There are several reasons why an SSI recipient may be named on a bank account that belongs to someone else, and generally that bank account should not count as a resource for the SSI recipient. However, problems can occur when ownership of a bank account is not clear to the Social Security Administration (SSA), which can lead SSA to stop SSI benefits due to excess resources.  

The National Center for Law and Elder Rights has some ideas to deal with this problem in their July 2018 practice tip. SSI Benefits and Ownership of Joint Bank Accounts

The Office of Administrative Hearings now has a searchable database of selected decisions.

The Office of Administrative Hearings has launched a searchable portal of select decisions dating back to last September to assist attorneys and members of the public with researching administrative law cases. http://decisions-oah.maryland.gov/Pages/Search-Hearings.aspx

MVLS Tax Controversy Training for Attorneys, Law Students, CPAs and EAs

Date: 
Tue, 05/08/2018 - 9:00am - 1:00pm

TAX CONTROVERSY TRAINING FOR ATTORNEYS, LAW STUDENTS, CPAs and EAs

Tuesday, May 8, 2018

9am - 1pm

Maryland Volunteer Lawyers Service Office

201 N. Charles Street, #1400

Baltimore, MD 21201

Note: This training is also available for remote viewing by webinar

Maryland Volunteer Lawyers Service invites interested attorneys, law students, CPAs and EAs to attend a free training session on handling IRS and Maryland tax controversy cases for low-income taxpayers on Tuesday, May 8, 2018 from 9am to 1pm, at MVLS' office at 201 N. Charles Street, #1400. This class will also be available for viewing by webinar at the same time.

The course will be taught by experienced tax attorneys, Gerald Kelly and Cheri Wendt-Taczak; IRS Local Taxpayer Advocate, James Leith; and Assistant Director, Compliance Division, Comptroller of Maryland, Jay Maschas. While the training will cover handling tax cases generally, the focus of this session will be on the mechancics of advocating for the taxpayer who is battling with tax collection issues.

There is no fee to attend but each participant will be asked to accept one tax controversy case over the next six months. Please register at jshih@mvlslaw.org or contact Janice Shih at 443-451-4061 or jshih@mvlslaw.org for more information.

Continental breakfast will be served.

Location
Location Name: 
MVLS
Address1: 
201 N. Charles Street
Address2: 
#1400
City: 
Baltimore
State: 
MD
Zip: 
21201
Contact
Name: 
Janice Shih
Phone: 
443-451-4061

Nuts & Bolts of Collections: IRS and MD

Date: 
Wed, 02/21/2018 - 5:30pm - 7:30pm

Nuts & Bolts of Collections: IRS and MD

February 21 5:30pm-7:30pm

Hosted by the Annapolis Office of Frost & Associates

888 Bestgate Road, Suite 400

Annapolis, MD 21401

Foreclosure Mediation Brief Advice Clinic-Anne Arundel

Your client brings in a letter from the IRS or the Maryland Comptroller threatening collection. What do you do?

Join Rebecca Sheppard, Esq. of Frost and Associates and Cheri Wendt-Taczak, Esq. of the Annapolis-based Law Office of Cheri Wendt-Taczak, LLC, as they discuss the different approaches to collection problems and how to choose the best one for your client.

there is no fee for this training but all participants will b asked to take a Tax Collections case within the next six months. Please contact Janice Shih at 443-451-4061 or jshih@mvlslaw.org for more information.

A light dinner will be served.

Location
Location Name: 
Frost and Associates
Address1: 
888 Bestgate Road
Address2: 
Suite 400
City: 
Annapolis
State: 
MD
Zip: 
21401
Contact
Name: 
Janice Shih
Phone: 
443-451-4061

MVLS TAX CONTROVERSY TRAINING FOR ATTORNEYS, LAW STUDENTS, CPAs and EAs

Date: 
Wed, 11/01/2017 - 9:00am - 1:00pm
TAX CONTROVERSY TRAINING FOR ATTORNEYS, LAW STUDENTS, CPAs and EAs 9am - 1pm November 1, 2017 Maryland Volunteer Lawyers Service Office 201 N. Charles Street, #1400 Baltimore, MD 21201 The course will be taught by experienced tax attorneys, Gerald Kelly and Cheri Wendt-Taczak; IRS Local Taxpayer Advocate, James Leith; and Assistant Director, Compliance Division, Comptroller of Maryland, Jay Maschas. While the training will cover handling tax cases generally, the focus of this session will be on the mechanics of advocating for the taxpayer who is battling with tax collection issues. There is no fee to attend but each participant will be asked to accept one tax controversy case over the next six months. Please register at www.mvlslaw.org or contact Janice Shih at 443-451-4061 or jshih@mvlslaw.org for more information. Continental breakfast will be served.
Location
Location Name: 
MVLS
Address1: 
201 N. Charles Street
Address2: 
#1400
City: 
Baltimore
State: 
MD
Zip: 
21201
Contact
Name: 
Janice Shih
Phone: 
443-451-4061

Building Your Resume with Pro Bono

Date: 
Thu, 10/26/2017 - 5:00pm - 6:00pm

Maryland Volunteer Lawyers Service (MVLS) and University of Baltimore School of Law are hosting a panel discussion about building up your resume with pro bono work. Panelists include Hong Le (Law Office of P. Hong Le, LLC), Anthony Butler (Founding Partner of TBMG Law), and Adrianne Blake (UB law student, class of 2018) with MVLS Staff Attorney and UB Alum Ellyn Riedl moderating. This is a free event.

Location
Location Name: 
University of Baltimore School of Law
Address1: 
1420 N. Charles Street
Address2: 
Room 608
City: 
Baltimore
State: 
Maryland
Zip: 
21201
Contact
Name: 
Janice Shih
Phone: 
443-451-4061
Sponsor: 
Maryland Volunteer Lawyers Service, University of Baltimore School of Law

Nuts & Bolts of Defending Consumers in District Court

Date: 
Thu, 07/27/2017 - 9:00am - 3:00pm

Maryland Volunteer Lawyers Service (MVLS) will be hosting an in-person training to arm volunteer attorneys with the substantive tools needed to advise defendants in district court consumer cases. Attendees will learn about the substantive law governing credit card, debt buyer, bail bond, and landlord/tenant collections cases, and how to defend these cases in court. The training will include issue spotting of common defenses and potential affirmative claims using real-life examples. This training will also be available for viewing via webinar.

There is no fee to attend but each participant will be asked to accept one case over the next six months. 

To register for the live training, click here. To sign up for the webinar version, click here.

Breakfast and lunch will be served.

Location
Location Name: 
Maryland Volunteer Lawyers Service - Main Office
Address1: 
201 N. Charles Street
Address2: 
Suite 1400
City: 
Baltimore
State: 
MD
Zip: 
21201
Sponsor: 
Maryland Volunteer Lawyers Service

World Elder Abuse Awreness Day - Randallstown Community Center

Date: 
Thu, 06/15/2017 (All day)
AttachmentSize
WEAAD Flyer 2017.pdf640.42 KB

MVLS Celebrate Pro Bono Volunteer Recognition Event

Date: 
Wed, 10/04/2017 - 6:00pm - 8:00pm

Join Maryland Volunteer Lawyers Service (MVLS) on Wednesday October 4th from 6:00 p.m. to 8:30 p.m. at the American Visionary Arts Museum in Baltimore.  We will Celebrate Pro Bono by honoring volunteer lawyers, donors and friends at our annual recognition reception.  

Guests will enjoy a cocktail hour, seated dinner and awards ceremony honoring those who have made noteworthy contributions to the delivery of pro bono legal services over the past year.  The reception also kicks off Maryland’s participation in the American Bar Association’s National Celebrate Pro Bono Week (October 22-28).

There is a suggested $35 donation to attend Celebrate Pro Bono. and RSVP is required. Registration will open in June. please check back soon for further details!

Event Sponsorship

We invite sponsors to partner with us to recognize our amazing volunteers by underwriting the cost of this great event. Sponsorship’s start at $500 and sponsors are publicly acknowledged for their generosity. Click here for a full list of sponsorship levels and benefits.

Location
Location Name: 
American Visionary Arts Museum
City: 
Baltimore
Contact
Name: 
Kim Lennon
Phone: 
443-451-4065
Sponsor: 
Maryland Volunteer Lawyers Service

Tax Controversy Training for Attorneys

Date: 
Wed, 06/21/2017 - 9:00am - 1:00pm

Maryland Volunteer Lawyers Service invites interested attorneys to attend a free training session on handling IRS and Maryland tax controversy cases for low-income taxpayers on Wednesday, June 21,  2017, from 9 a.m. to 1 p.m. at  MVLS’ office at 201 N. Charles St., Suite 1400, Baltimore, MD 21201.  This case will also available for viewing by webinar.

 

 

The course will be taught by experienced tax attorneys, Gerald Kelly and Cheri Wendt-Taczak; IRS Local Taxpayer Advocate, James Leith; and Assistant Director, Compliance Division, Comptroller of Maryland, Jay Maschas. While the training will cover handling tax cases generally, the focus of this session will be on the mechanics of advocating for the taxpayer who is battling with tax collection issues. 

There is no fee to attend but each participant will be asked to accept one tax controversy case over the next six months.  Please contact Janice Shih at 443-451-4061 or jshih@mvlslaw.org for more information.   

Continental breakfast will be served. 

 

 

Location
Location Name: 
Maryland Volunteer Lawyers Service Office
Address1: 
201 N. Charles Street
Address2: 
#1400
City: 
Baltimore
State: 
MD
Zip: 
21201
Contact
Name: 
Janice Shih
Phone: 
443-451-4061

Maryland Tax Controversy Training & Discussion for Attorneys, Enrolled Agents and CPAs

Date: 
Wed, 02/22/2017 - 9:00am - 11:00am

Maryland Volunteer Lawyers Service invites interested attorneys, enrolled agents, and CPAs to attend a free training and discussion session on handling Maryland tax controversy cases for low-income taxpayers.

The training will be taught by Assistant Director, Compliance Division, Comptroller of Maryland, Jay Maschas and experienced tax attorney, Cheri Wendt-Taczak, so these issues will be approached from both sides. The focus of this session will be on the mechanics of advocating for the taxpayer who is battling with tax collection issues.

There is no fee to attend but each participant is asked to register. Please contact Janice Shih at 443-451-4061 or jshih@mvlslaw.org to register. This training will be held on Wednesday, February 22, 2017 from 9am - 11am at the MVLS Conference Room, 201 N. Charles Street, #1400, Baltimore, MD 21201.

A continental breakfast will be served.

Location
Location Name: 
MVLS
Address1: 
201 N. Charles Street
Address2: 
#1400
City: 
Baltimore
State: 
MD
Zip: 
21201
Contact
Name: 
Janice Shih
Phone: 
443-451-4061

Tax Sale Prevention in Baltimore City

Date: 
Fri, 02/24/2017 - 9:00am - 1:00pm

A training for volunteer attorneys & housing counselors.

Topics Covered: Baltimore City Tax Sale Process, Environmental Liens, Water bills and liens, counseling homeowners and community groups.


Register online - probonomd.org/training

Location
Location Name: 
University of Baltimore School of Law
Address1: 
1401 N. Charles St
Address2: 
Suite 300
City: 
Baltimore
State: 
MD
Zip: 
21201
Contact
Name: 
Kiki Rist
Phone: 
443-703-3052
Sponsor: 
Pro Bono Resource Center of Maryland and Maryland Volunteer Lawyers Service

Name Change and Gender Identity Petitions - Representing Transgender and Gender Non-Conforming Clients Effectively

Date: 
Fri, 02/24/2017 - 10:00am - 12:00pm

Topics Covered: Filing procedures, including statutoryauthority and case law, Sample pleadings for both types of petitions, Best practices and cultural competence in working with transgender and gender non-conforming clients AND MORE 

 A free training for volunteer attorneys - at Saul Ewing, LLP - 500 East Pratt St. Suite 900, Baltimore MD 21202

Co-sponsored by FreeState Justice and Pro Bono Resource Center of Maryland 

Location
Location Name: 
Saul Ewing
Address1: 
500 East Pratt St
Address2: 
Suite 900
City: 
Baltimore
State: 
Maryland
Zip: 
21202
Contact
Name: 
Kiah Pierre
Phone: 
443-703-3046
Sponsor: 
Pro Bono Resource Center of Maryland, FreeStateJustice

Medicaid Financial Eligibility in 2017 Pursuant to the Pickle Amendment

From Justice in Aging:

Medicaid benefits can help increase the affordability of Medicare for some low-income people who qualify. In most states, one avenue for qualifying for Medicaid benefits is “Pickle” eligibility, which is available to certain individuals who once received both SSI and Social Security benefits but now only receive Social Security because their income exceeds SSI limits.

Older adults who are eligible through the Pickle Amendment can save hundreds or even thousands of dollars a year in Medicare Part B premiums and copayments. Younger adults with disabilities, particularly those who do not live in states that have expanded Medicaid, may also find Pickle eligibility to be a lifesaver.

Figuring out whether your client might qualify for Medicaid under Pickle rules can seem daunting, but thanks to a tool developed by the Tennessee Justice Center, it’s really not hard at all. The tool has just been updated for 2017 and makes it easy to do the math to determine whether your client will qualify.  

Be sure to start using this 2017 version as soon as the New Year starts.

Our thanks to Gordon Bonnyman at Tennessee Justice Center for sharing this valuable resource with advocates from other states.

Social Security disability benefits may be available to wounded veterans and active duty military

Helping Veterans and Active Duty Military Members

For veterans and active duty members of the military who return home with injuries, Social Security is a resource they can turn to. If you know any wounded veterans, please let them know about Social Security’s Wounded Warriors website at www.socialsecurity.gov/woundedwarriors.

Benefits available through Social Security are different than those from the Department of Veterans Affairs and require a separate application. The expedited process is used for military service members who become disabled while on active military service on or after October 1, 2001, regardless of where the disability occurs.

Even active duty military who continue to receive pay while in a hospital or on medical leave should consider applying for disability benefits if they’re unable to work due to a disabling condition. Active duty status and receipt of military pay doesn’t necessarily prevent payment of Social Security disability benefits. Although a person can’t receive Social Security disability benefits while engaging in substantial work for pay or profit, receipt of military payments should never stop someone from applying for disability benefits from Social Security.

Social Security is proud to support the veterans and active duty members of the military. Let these heroes know they can count on us when they need to take advantage of their earned benefits at www.socialsecurity.gov/woundedwarriors.

REPRESENTING SERVICEMEMBERS IN DISCHARGE UPGRADES

Date: 
Fri, 11/04/2016 - 9:00am - 12:30pm

Friday, November 4, 2016 | 9:00 AM – 12:30 PM
University of Baltimore School of Law, 1401 N. Charles Street, Baltimore, MD 21201

Co-sponsored by: The Bob Parsons Veterans Advocacy Clinic at the University of Baltimore, Homeless Persons Representation Project (HPRP), and Pro Bono Resource Center of Maryland
Interested in participating? REGISTER NOW | FLYER

QUESTIONS: Contact Kiah Pierre at kpierre@probonomd.org

Location
Location Name: 
University of Baltimore School of Law
Address1: 
1401 N. Charles Street
City: 
Baltimore
State: 
Maryland
Zip: 
21201
Contact
Name: 
Kiah Pierre
Phone: 
4437033046
Sponsor: 
Pro Bono Resource Center of Maryalnd and The Bob Parsons Veterans Advocacy Clinic at the University of Baltimore, Homeless Persons Representation Project (HPRP)
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