Events

The Memorandum of Intent Webinar

Posted by Harry S. Margolis on Sep 12, 2017 11:07:47 AM

The Memorandum of Intent Webinar

For parents of children with special needs: Come draft your Memorandum of Intent with Karen B. Mariscal, in this interactive webinar sponsored by the Arc of Massachusetts, Tuesday, September 19, noon - 1:00 pm.

 

How will your trustee or relative know how to best care for your loved one when you are gone or incapacitated? Create a document that can be used to describe your child’s health care and therapeutic needs, identify lifestyle preferences and provide contact information for doctors, therapists and teachers. It also can be used to convey insights into your child’s personality, likes and dislikes, and history that future caregivers might not easily gain on their own. At the end of this webinar, you will have a document that answers some of these questions, and that you can continue working on it in your own time.


Click here to learn more.

Topics: special needs planning, webinars

Webinar September 14th: 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.

 

Register Now  

 

Webinar 06.19: Bloom and Margolis Discuss the Daley-Nadeau Decision

Posted by Anthony Bushu on Jun 7, 2017 11:23:18 AM

Monday, June 19th, 2017: 12pm EST

M&B best logo.pngPresented by Jeffrey Bloom and Harry Margolis, this presentation and Q&A on Monday, June 19th, from 12 to 1 PM, will discuss the implications of the seminal Daley-Nadeau decision by the Supreme Judicial Court rejecting MassHealth's "Availability" doctrine.

The SJC ruled that MassHealth cannot count assets owned by irrevocable trusts as available to an applicant for MassHealth unless and only to the extent the trustee may distribute principal to the applicant or his or her spouse. 

The SJC also cited two publications co-written by Margolis & Bloom partner Jeffrey Bloom as authorities, one a chapter of an MCLE publication that he co-wrote with Steven M. Cohen, and the other, his Elder Law treatise published by Thomson Reuters as part of its Massachusetts Practice Series. 

Register Now  

 

Attorney D'Agostino to Present on Transition Planning

Posted by Maggie Lorenzo on Apr 10, 2013 10:38:00 AM

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Presenter:  Patricia C. D'Agostino

When:  Wednesday, June 12 at 7:00 p.m.

Attorney D'Agostino will be leading a training workshop on Transition Planning at Riverside Community Care in Woburn.  This is a great opportunity to learn about steps to take when your child is approaching age 18, including:
  • Guardianship and alternatives to guardianship.
  • Whether to apply for SSI and steps to take to qualify for benefits.
  • Transitioning from special education to adult services.
  • Alternative living situations

The event will take place on Wednesday, June 12th, from 7:00 p.m. at the Family Support Center located on 300 West Cummings Park in Woburn.

The event is free of charge but seating is limited so please register by contacting Jackie Forte at (781) 686-4527, or by e-mail [email protected].

 

 

 

 

 

 

Attorney Vidoli to present on Special Needs Planning

Posted by Maggie Lorenzo on Apr 10, 2013 10:20:00 AM

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Presenter:  Christina T. Vidoli

When:  Wednesday, May 8 at 7:00 p.m.

On Wednesday, May 8th, Attorney Vidoli will be leading a training workshop on Special Needs Planning at Riverside Community Care in Woburn.  Some topics to be discussed include:
  • Preserving eligbility for public benefits.
  • Setting up a structure for financial and legal management for the child with special needs.
  • Special needs trust funding.
  • Choices of trustees.

This event will take place on Wednesday, May 8th, from 7 p.m. at the Family Support Center located on 300 West Cummings Park, Woburn.

The event is free of charge but seating is limited so please register by contacting Jackie Forte at (781) 686-4527, or by e-mail [email protected].

 

 

 

 

Law School for Social Workers

Posted by Maggie Lorenzo on Apr 7, 2013 8:37:00 PM

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Presenters:  Jeffrey A. Bloom and Christina T. Vidoli

When:  Tuesday, May 7th from 3:30 to 5:30 p.m.

Join Jeffrey A. Bloom and Christina T. Vidoli present at our next Law School for Social Workers on Tuesday, May 7th, from 3:30 to 5:30 p.m. at Aviv Center for Living located at 240 Lynnfield Street.  Topics will inlclude Masshealth asset and income limits, how to protect the home rules, and estate planning for incapacity.

Attendees will receive two NASW approved continuing education credits.

To register, please click here.

 

Law School for Social Workers on April 3rd

Posted by Maggie Lorenzo on Mar 22, 2013 3:39:00 PM

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Presenter:  Patricia C. D'Agostino

When:  April 3rd, 2013, 8:00 - 9:30 a.m.

Join Patricia C. D'Agostino who will speak on "Eligbility Options for Community MassHealth" on Wednesday, April 3rd, from 8:00 to 9:0 a.m. at Springhouse located at 44 Allandale Street, Boston.  Topics will include Home and Community Based Waiver, Personal Care Attendants and Senior Care Options.

Social Workers will receive CEUs, and breakfast will be provided.

To register, please call Karen Pollack at (617) 971-1678 or email her at [email protected].  Seating is limited.

 

April 1st Monday Lunch: Service Dogs

Posted by Maggie Lorenzo on Mar 15, 2013 11:55:00 AM

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Presenter:  Kristin Hartness

When:  April 1st, 2013, 12:00 - 1:00 p.m.

Kristin Hartness Speaks nationally and internationally on the value of assistance dogs in the lives of people living with a variety of disabilities.  A service dog user herself, Kristin knows first hand the independence a well-trained canine brings to an individual.  

Click here to find out more and to register

32nd Annual Brain Injury Conference

Posted by Maggie Lorenzo on Mar 6, 2013 10:36:00 AM

On Thursday, March 28th, BIA-MA will host a conference that will offer a variety of workshops taught by a group of brain injury professionals. Harry S. Margolis, along with Lawrence Cohen and Mathew Martino of Nixon Peabody, will be leading a workshop on special needs and trusts. Participants will learn about budgeting, how much they can spend from a trust without depleting their funds and preserving eligibility for public benefits.
 
The conference will take place on Thursday, March 28th, from 7:30 a.m. to 4:15 p.m. at the Best Western Royal Plaza Hotel located at 181 Boston Post Road, West Marlborough.
 
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Click here to view the schedule and here to register.

Attorney Benson to Present on Guardianship

Posted by Maggie Lorenzo on Feb 25, 2013 2:19:00 PM

On Wednesday, March 13th, Attorney Benson will be leading a training workshop on Guardianship at Riverside Community Care in Woburn.  This is a great opportunity if you are thinking about the future of your child and want to learn how to start the process of Guardianship, how long the process may take, and any issues you may encounter along the way.

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The event will take place on Wednesday, March 13th, from 7:00 to 8:30 p.m. at the Family Support Center located on 300 West Cummings Park, Woburn

The event is free of charge but seating is limited so please register by contacting Jackie Forte at (781) 686-4527, or by e-mail [email protected].