NYSARC

Community Trusts Management Board

NYSARC Inc. and JPMorgan Chase Bank are the trustees of the NYSARC Community Trusts. They carry out the policies set forth in the Community Trust Master Trust documents.

NYSARC Inc. appoints a Trust Management Board, many of whom are relatives of individuals with disabilities. The Trustees of the NYSARC Trust serve on the Management Board of the Community Trusts.

The NYSARC Inc. Community Trusts are audited annually by a certified public accounting firm. In addition, the Trusts, as required by law, file all necessary annual statements and reports with the relevant federal and state governmental agencies. The trustees have a fiduciary duty to the beneficiaries.

The Trust Management Board

Warren H. Heilbronner, Esq. Chairperson

Term Expires: April 2012
Education: J.D., 1957, Columbia Law School; B.A., 1954, Cornell University

Professional Experience: Heilbronner maintains an active Trusts and Estates practice and has served as a Chapter 7 Bankruptcy Trustee for more than 45 years, handling more than 11,000 cases.

Professional Affiliations: Heilbronner is admitted to practice in New York, Florida, the United States District Court for the Western District of New York, and the United States Supreme Court and is a member of the New York, Florida, American, Monroe County and Wyoming County bar associations. He is a member and former chairman of trusts and estates section of the Monroe County Bar Association; a member of trusts and estates section of the New York State Bar Association, serving as vice chairman of the committee of the elderly and disabled; and a member and former director of estate planning council of Rochester.

Professional Honors and Achievements: Heilbronner became the first recipient of the President's Pro Bono Service Award for Senior Attorneys awarded in 2008 by the New York State Bar Association for his work with the NYSARC Trust. He is also listed in the Trusts & Estates Section of "The Best Lawyers in America" (Naifen & Smith).

Community Service: Heilbronner is a member of Board of Governors of Jewish Community Federation; member of Board of Governors of Hillel Foundation; past president and honorary member of the Board of Directors of the ARC of Monroe County; member of Board of Governors of NYSARC and chairman of the NYSARC Trust.

Edward V. Wilcenski, Esq.

Term Expires: April 2009

Edward Wilcenski practices in the areas of special needs estate planning, trust and estate administration, and elder law and long-term care planning.

He is a graduate of Albany Law School, and received his Bachelor of Science in economics, magna cum laude, from Siena College in Loudonville, N.Y.

Wilcenski is past Vice Chair of the Medicaid Committee of the New York State Bar Association's Elder Law Section. He is also a trustee of the Wildwood Programs Third Party Pooled Special Needs Trust, and serves on the board of directors of the Living Resources Home Health Agency.

He is a member of the National Academy of Elder Law Attorneys, the New York State Bar Association's Elder Law and Trusts and Estates Sections, and its Committee on Issues Affecting Persons Under Disability. He is a past President of the Special Needs Alliance, a national network of leading disability law attorneys.

Wilcenski is a contributing author to various publications of the New York State Bar Association, including Representing People with Disabilities, and Planning for Incapacity, and Guardianship Practice in New York State, and has co-written a quarterly article entitled "Regulation News" for the NYS Bar Association Elder Law Section Newsletter. He also has made many presentations before the New York Bar Association, and presented before the NYSARC Executive Directors Association and the Learning Disabilities Association of America, and other organizations.

James M. Hayes, Esq.

Term Expires: April 2009

Admitted: New York, 1965; Florida, 1981; U.S. District Court, Northern, Western and Southern Districts of New York; U.S. Court of Appeals (2nd Circuit)

Education: B.S., Lehigh University (cum laude), 1961; LL.B., Harvard Law School (cum laude), 1964

Professional Memberships: Broome County, New York State (Elder Law Section, Committee on Mental and Physical Disability, Trust and Estates Section), and Florida Bar Associations

Civic Activities: Past Chairman, Broome County Mental Health Advisory Board; Chairman, Guardianship Committee, New York State Association for Retarded Children; Board Member, Broome/Tioga Association for Retarded Citizens; Advisor, SEPP Elderly Housing Corp.; Past President, Director, Mental Health Association in Broome County; Past President, Director, Binghamton Breakfast Rotary Club; Chair, Foundation of Broome/Tioga ARC; Chair, Victor and Esther Rozen Foundation; Trustee, NYSARC Trust

Practice Areas: Health Law, Estates and Trusts, Corporate and Business Law

Additional Information: Hayes specializes in estate and financial planning and guardianships, particularly assisting persons with disabled family members. He also practices in banking and commercial law.

Jim Moragne

Term Expires: February 2013

James C. Moragne retired in 2007 after more than 30 years with the New York State Office of Mental Retardation and Developmental Disabilities and now is a consultant to providers on consumer funds. As a regional manager, he was responsible for benefit development for all persons with disabilities residing in state-operated residences in 47 counties, as well as technical assistance to fiduciaries, provider agencies and families.

He has conducted dozens of workshops on consumer benefits and future planning across New York for NYSARC, the New York State Rehabilitation Association, the Financial Management Association, the Albany School of Law and other organizations. He co-edited Estate and Future Planning for Persons with Developmental Disabilities, and Their Families, published by the New York State Bar Association in 2001, and was a contributing author and editor for Planning For The Future, published by the New York State Developmental Disabilities Planning Council in 2000. He served on OMRDD's Trusts Task Force and Board of Directors of the Guardianship Association of New York State.

Katharine Wilson Conroy

Term Expires : December 2015

Katharine Wilson Conroy is a graduate of Newton College of the Sacred Heart, Teachers College of Columbia University, and Fordham Law School. She taught English for a number of years in the public schools of White Plains and New Rochelle. After graduating from Fordham Law School in 1980, Conroy become an associate and later a partner in the law firm now known as Kent, Hazzard, Wilson, Conroy, Verni, & Freeman, LLP. She is now Of Counsel to the firm of Bertine, Hufnagel, Headley, Zeltner, Drummond, & Dohn, LLP.

Conroy was a founding board member of Hospice and Palliative Care of Westchester and is a longtime member of the Board of Visiting Nurse Services in Westchester, Inc. She sits on the boards of the Westchester ARC and Westchester Care at Home, a subsidiary of Visiting Nurse Services, as well as on the guardianship committee of NYSARC, Inc.

Conroy is married to John M. Conroy, who retired after 21 years as the principal of Pelham Memorial High School. They live in New Rochelle and are the proud parents of five sons. They now have three daughters-in-law, two granddaughters, and five grandsons.

Katherine Maciol, LCSW

Term Expires: April 2013

Katherine Maciol is a New York State Certified Social Worker and a 1988 graduate of the State University at Albany School of Social Welfare MSW program. She has been an adjunct professor in the School of Social Welfare since 1997 and she has conducted training across the state for the university's Child Welfare Symposium.

Maciol has worked for the Rensselaer County Department of Mental Health since her graduation in 1988, first as a child and adolescent therapist and eventually as Director of the Children's Clinic. She was named Rensselaer Commissioner of Mental Health in 2002 and is now responsible for mental health, mental retardation and developmental disabilities and substance abuse services in Rensselaer County.

Maciol is a founding member of the START Children's Center, a child advocacy center in Rensselaer County, the Foster Care Enrichment Team, and the Capital District Center for Sex Offender Management. In 2006, she was presented with a Merit Award from the Troy Police Department for her work in helping them to establish the second Emotionally Disturbed Response Team in New York.

She has published articles in the National Encyclopedia of Social Work and the Journal of Child Sexual Abuse. She was a member the state Children's Justice Task Force that published the Forensic Interviewing Best Practices.

Lisa K. Friedman, Esq.

Term Expires: April 2013

Lisa K. Friedman's practices law in the area of planning for persons with disabilities and their relatives, including transition planning from special education to adult programs, residential and program issues, personal needs guardianship and property needs guardianship, including trusts, supplemental needs trusts and estates. She has served on surrogate decision-making panels under to Article 80 of the New York State Mental Hygiene Law.

Friedman is a member and former co-chair of the New York State Bar Association standing committee on issues affecting people with disabilities. She is a member of the Elder Law Section and Trust & Estate Sections. She is vice-chair of the Committee on the Elderly and Disabled of the Trust and Estates Section and is chair of the Committee on Persons with Disabilities of the Elder Law Section.

She has co-written and regularly updated, with Lawrence Faulkner, Esq., a chapter entitled "Distinguishing Article 81 and Article 17-A Proceedings," in the New York State Bar Association's book Guardianship Practice in New York State, (1997). She has also co-written and regularly updated, with Lawrence Faulkner, Esq. and Rosemary Bailey, Esq., Legislative Delegation: Guardianship Alternatives to Guardianship and Medical Care Decision-Making, a chapter in the New York State Bar Association publication, Representing People with Disabilities, 3rd Edition (2003).

She has co-chaired and presented at continuing legal education programs and agencies and advocacy groups on future care planning and representing people with disabilities, as well as pooled supplemental needs trusts, and guardianship. She chaired and presented New York State Bar Association Programs titled, Estate Planning and Future Planning for Persons with Developmental Disabilities, and Their Families, and Estate Planning and Future Planning for Persons with Mental Illness and Their Families.

She was a founding board member of the Guardianship Association of New York State, Inc.

Sonia A. Burgos-Crannage, Esq.

Term Expires: April 2013
Sonia Burgos-Crannage is a graduate of Adelphi University and the Jacob D. Fuchsburg Law Center of Touro College where she received her Juris Doctor in 1987. She was admitted to the New York Bar in 1988.

Burgos-Crannage was the former New York State coordinator for the National Academy of Elder Law Attorneys, Inc. She has lectured on issues concerning the elderly and the disabled at CUNY Law School, Suffolk Academy of Law, C. W. Post College, Hofstra University, various accounting associations, parent organizations, and Senior Citizen centers. She has spoken about Elder Law and issues concerning the disabled on various radio stations.

In July 1999, she was instrumental in securing the second largest civil rights verdict in New York: $16 million for a psychologist falsely accused of molesting a developmentally disabled patient.

Burgos-Crannage is a member of the New York State and Rockland County bar associations, and active on several committees. She has been at the forefront of state guardianship legislation enacted under Mental Hygiene Law Article 81; the legislation on both the state and federal level (OBRA '93) with regard to Supplemental Needs Trust for persons with disabilities and legislation concerning the Health Care Decisions Act for Person with Mental Retardation.