[Webinar] Using Annuities in MassHealth Planning for Nursing Homes

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