Events

MS Planning and Real Estae

Posted by Beth Cohen King on Oct 31, 2018 7:59:04 AM

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JOIN US, WEDNESDAY, NOVEMBER 14TH
2:00 - 2:45 PM
 
If you need MassHealth coverage of your long-term care, you can keep your house. But MassHealth will place a lien on it and expect to recover its costs from the house either upon its sale or from your estate.
 
This webinar will explore the MassHealth rules around real estate and steps you can take to protect your home for your spouse and children.
 
Register Here

Topics: MassHealth planning, real estate

A Primer on Massachusetts Estate Tax

Posted by Beth Cohen King on Jul 27, 2018 10:37:34 AM

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While very few estates are subject to a federal estate tax, which only applies to those exceeding $11.2 million (in 2018), many more are subject to the Massachusetts estate tax for which the threshold is $1 million. 
 
Harry Margolis explains the Massachusetts estate tax structure and address steps to reduce or eliminate the estate taxes on their estates.

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Topics: trustee, tax law, estate taxes

Planning for Care: Advice From an Elder Law Attorney

Posted by Beth Cohen King on Jun 5, 2018 10:31:27 AM

In this episode of Eldercare Illuminated, Torchlight's VP of Product, Attorney Carolyn Romano, discusses how Elder Law Attorneys serve families caring for an older loved one or planning for their own futures.

Attorney Harry Margolis shares his expertise and experience about the options seniors and their families have in the evolving regulatory environment.

Listen Here

Topics: elder care, Medicaid, MassHealth, long-term care planning

[Webinar] Asset Protection for Seniors - Part 2

Posted by Beth Cohen King on Apr 30, 2018 11:53:43 AM

 
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Many factors can upset even the best financial plan.  Illness, incapacity, the loss of a job, financial scams or a premature death can upset even the best financial plan. Fortunately, planning steps can provide considerable protection from these uncertainties of life.

Harry Margolis will continue his discussion focusing in Part 2 on MassHealth planning and techniques to protect what you leave your children and grandchildren.

If you missed Asset Protection for Seniors - Part 1, you can view it here.
 
View Recording

Topics: aging, Aging Population, elder care, Caregivers, Older Americans, estate taxes, durable power of attorney, Attorney- Client Relationship, probate, MassHealth, long-term care insurance, homestead protections, long-term care planning, baby boomers

[Webinar] Asset Protection for Seniors - Part 1

Posted by Beth Cohen King on Apr 17, 2018 11:58:41 AM

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Many factors can upset even the best financial plan.  Illness, incapacity, the loss of a job, financial scams or a premature death can upset even the best financial plan. Fortunately, planning steps can provide considerable protection from these uncertainties of life.

Harry Margolis will discuss how to protect your assets in the event you or a spouse needs long-term care, and learn techniques to protect what you leave your children and grandchildren.
 
 
View Recording

Topics: aging, Aging Population, elder care, Caregivers, Older Americans, estate taxes, durable power of attorney, Attorney- Client Relationship, probate, MassHealth, long-term care insurance, homestead protections, long-term care planning, baby boomers

[Webinar] Using Annuities in MassHealth Planning for Nursing Home Residents

Posted by Beth Cohen King on Jan 17, 2018 8:49:52 PM

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Harry Margolis leads a deep dive into how best to use annuities in long-term care planning, breaking down complex rules into simple and approachable terms.

Immediate annuities have long been used in long-term care planning as a means of converting assets that are countable against the limits for MassHealth eligibility into an income stream that does affect eligibility. 

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Topics: elder care, healthcare, aging, Retirement Benefits, Caregivers, Medicaid

{Webinar} Elder Care: Eligibility Requirements for Section 8 Housing Choice Program for Seniors and Disabled Clients

Posted by Karen Mariscal on Oct 31, 2017 12:40:32 PM

 

On October 18, 2017, Karen Mariscal was a national panelist in a presentation concerning the Section 8 Housing Choice Program for seniors and disabled clients.  The speakers gave an overview of the Section 8 program and discussed the calculation of rent, special needs trusts, and reasonable accommodations, among other things. Mariscal analyzed the DeCambre v. Brookline Housing Authority decision regarding how income from a special needs trust should be calculated by the public housing authority, and gave her insights regarding how the Section 8 program works in Massachusetts. 

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Topics: elder law, Section 8, elder care, Special Needs Trust, Special Needs Child, special needs planning

{Webinar} Trump Initiatives Affecting Vulnerable Populations

Posted by Anthony Bushu on Sep 6, 2017 12:37:46 PM

Thursday, September 14, 1:00 pm

M&B best logo.pngPresented by Harry Margolis with Attorney Michael Gilfix of Palo Alto, CA, and Vincent Russo of Garden City, NY, and sponsored by Trusts & Estates Magazine, this presentation on Thursday, September 14th, from 1:00 to 2:00 PM, will discuss the effects of Trump administration policy and proposals on seniors and people with disabilities.

The speakers, who are founders of the Trump Policy Analysis Group, will examine changes that are already in place and those that have been proposed in legislation, regulation and executive action with respect to how they impact older Americans and Americans with disaibilities. They will address iniatives that relate to tax reform, Medicaid block grants, Medicaid waivers and Medicare.

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