Events

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  

 

First Monday Lunch on 06.05 "Fade to Grey: Meeting the Demands of an Aging Population"

Posted by Anthony Bushu on May 14, 2017 11:54:54 AM

Presented by Healthcare and Senior Living Consultant Irving L. Stackpole

Irving-2015-01-02_2-1.jpgIrving will join us for our First Monday Lunch series for Professionals on Monday, June 5th to discuss why the future isn't what it used to be, nor anything like the sometimes dire predictions, and why the demographics of aging in the United States have been broadly misunderstood and exaggerated.

Come and join us to learn more about the future of an aging US society, where the true stress points are, and how we as individuals, and society might better prepare.

 
 
Monday, June 5th, 2017
12pm-1pm
535 Boylston St. 8th Floor, Boston, MA
 

Seating is limited and registration is required. Lunch will be provided.

Register Now 

 

Topics: monday lunch for professionals

First Monday Lunch on 05.01 "A Widow's Guide: Your Legal and Financial Guide to Surviving the First Year"

Posted by Anthony Bushu on Apr 20, 2017 2:00:17 PM

Presented by Anna Eckert Byrne, author of "A Widow's Guide: Your Legal and Financial Guide to Surviving the First Year"

Anna Byrne headshot.jpgAnna will discuss the seven steps a widow needs to take to act, protect, and plan and the roadmap that needs to be followed to overcome fear and regain control of your life.

Come and join us to learn more about the legal and financial steps that need to be taken after losing a loved one.

 
 
Monday, May 1st, 2017
12pm-1pm
535 Boylston St. 8th Floor, Boston, MA
 

Seating is limited and registration is required. Lunch will be provided.

Register Now 

 

Topics: monday lunch for professionals

Webinar 4/12 at 12 PM EST - Turning 18: Ten Things Parents of a Special Needs Child Need to Know

Posted by Karen B. Mariscal on Apr 3, 2017 11:08:00 AM

karens son.jpgWednesday, April 12th, 2017:  12pm EST

Presented by Karen Mariscal, this 30 minute presentation and Q&A on Wednesday, April 12th at 12-12:45 PM, will discuss the legal issues parents face when their special needs child turns 18 and becomes "emancipated" under the law.

Topics that will be discussed include:

  • Guardianship
  • Healthcare Proxy
  • Power of Attorney 
  • SSI
  • Section 8
  • Creating a Special Needs Trust 

 Register Now 

Topics: guardianship, special needs planning, Special Needs Child, SSI, Section 8, Special Needs Trust

First Monday Lunch on 04.03 "Finding Success for Individuals with Learning Differences"

Posted by Anthony Bushu on Mar 27, 2017 2:26:24 PM

Presented by Tom Bergeron, Co-founder of InventiveLabs, business incubator focused on college-aged adults with cognitive diversity.

For individuals with learning challenges and cognitive diversity, (i.e. dyslexia, autism, ADHD), success without a college degree can look overwhelming. College is a wonderful opportunity for individuals who can earn a degree, but what about the many young adults that find college is not a great match for them.

Join us to hear about the alternative paths to success for individuals with learning differences. InventiveLabs Co-founder Tom Bergeron will discuss the challenges of finding a successful career path without a degree, and some alternative career choices to consider.

Come to this discussion to learn more about alternative paths to success for individuals with learning differences and entrepreneurship.

Monday, April 3rd, 2017
12pm-1pm
535 Boylston St. 8th Floor, Boston, MA
 

Seating is limited and registration is required. Lunch will be provided.

Register Now 

Topics: monday lunch for professionals

Webinar 03/15 at 3 PM EST: Trump Analysis Group

Posted by Anthony Bushu on Mar 13, 2017 9:46:30 AM

margolis-harry.jpgHarry Margolis, along with nationally recognized founding members Michael Gilfix, Frank Johns, and Vincent J. Russo, have joined to create the Trump Policy Analysis Group (TPAG).

TPAG will convene to objectively consider probable changes in law that will affect older Americans and those with special needs.

Initial TPAG focus is on:

  • Medicare
  • Medicaid
  • Taxes
  • Social Security 
  • Special Needs Planning 

Learn more about changes affecting these populations that have been proposed by Congress and the Trump Administration by signing up for our next webinar this Wednesday, March 15th from 3-4 PM.

Register Here 

Topics: elder law, special needs, Congress, Donald Trump, Trump Administration, Older Americans

First Monday Lunch on 03.06: Deconstructing Conflict: Understanding Family Business, Shared Wealth and Power

Posted by Anthony Bushu on Feb 13, 2017 3:03:52 PM

Presented by Blair Trippe, Author of "Deconstructing Conflict: Understanding Family Business, Shared Wealth and Power"

The greatest strength of a family business-- the human element-- can also be its greatest liability. Conflicts within family businesses often arise from perceived threats to identity, which can leave family members at an emotional impasse. So what role can advisors play when faced with a challenging family business client? 

Join us to hear a fresh approach to understanding and navigating conflict in family business systems from Blair Trippe, co-author of Deconstructing Conflict: Understanding Family Business, Shared Wealth and Power.

Come to this discussion to learn more about what advisors can do when faced with tense family business situations.

Monday, March 6th, 2017
12pm-1pm
535 Boylston St. 8th Floor, Boston, MA
 

Seating is limited and registration is required. Lunch will be provided. 

To sign up please click here 

Topics: monday lunch for professionals

First Monday Lunch on 02.06: The IEP and BSEA Hearing Processes and the Pitfalls to Avoid

Posted by Anthony Bushu on Feb 1, 2017 9:47:16 AM

Presented by Heather Gold, Special Education Attorney 

SPED Lawyer Heather Gold, Esq. will give an overview of the IEP process and appeals, what to expect, and the pitfalls to avoid.

The discussion will cover not only the IEP process but  will also cover when and how to use clinicians, and the processes and pitfalls for those clinicians working with children with special needs.

Come to this discussion to learn more about the IEP and BSEA Hearing process, and the challenges facing clinicians.

 
Monday, February  6, 2017
Noon-1pm
535 Boylston St. 8th Floor, Boston, MA
 

Seating is limited and registration is required. Lunch will be provided. 

To sign up please click here.

 

Topics: special needs

Attorney Rebecca Benson to Appear as Guest Speaker at BBA

Posted by Anthony Bushu on Jan 25, 2017 12:49:23 PM

attorney-rebecca-j-benson-headshot.jpgMargolis & Bloom attorney Rebecca Benson will be a guest speaker at the Boston Bar Assocation discussing the Fundamentals of Advance Health Care Planning - What Healthcare, Trusts, and Estates Lawyers Really Need to Know.

This BBA-sponsored event takes place on Monday January 30th, from 12:00 to 1:00 pm, at the BBA office in Boston.  

The program is free to all BBA members. For more information visit the Boston Bar Assocation 

Webinar 1/19 at 12pm EST:  Options for Protecting Your Home from Long-Term Care Costs

Posted by Harry S. Margolis on Dec 13, 2016 12:21:34 PM

couple-outside-house-136401076871203901-151015122721.jpg

Thursday, January 19, 2017:  12pm EST

Presented by Harry Margolis, this 30 minute webinar (plus Q&A) will discuss options for protecting your home.  

 

There are many options for protecting the equity from your home from potential costs for long-term care, including a life estate, trust, outright transfer, joint ownership or purchasing long-term care insurance. This webinar will explore the pros and cons of each approach.

Register for this webinar

Topics: long-term care planning

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