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

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


Join us, Thursday, February 22 at 12:30pm EST as 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: Medicaid, Caregivers, Retirement Benefits, aging, elder care, healthcare

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

{Webinar} The Memorandum of Intent

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} 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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