Best Practices When Dealing with Elders with Diminished Capacity

Posted by Beth Cohen King on Apr 16, 2018 1:31:50 PM


Dr. Judith Edersheim and Rebecca Benson, Esq., will discuss potential pitfalls and ethical issues that attorneys and other fiduciaries may encounter when working with clients with early dementia, who may or may not lack capacity to make their own decisions, and how to protect both the client and the practitioner in these circumstances.


Tuesday, May 15 12:30 PM to 2:00 PM
Boston Bar Association - 16 Beacon Street, Boston, MA

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Topics: growth of elderly population, dementia, incapacity, durable power of attorney, elder law, Caregivers, Aging Population, aging, healthcare

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

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


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