Attend Law School for Social Workers: Guardianship and Conservatorship

Posted by Patricia C. D'Agostino on Mar 25, 2015 11:26:00 AM


Attorney Patricia C. D'Agostino will present on Guardianship and Conservatorship on Wednesday, April 29th from 3:30 to 4:30 p.m.

1 CEU Social Worker Credit is available.

Seating is limited and registration is reqiured.

Click here to learn more and to register.

Topics: law school for social workers, guardianship, Patricia C. D'Agostino

Attend How to Maximize Entitlements for the Intellectually Disabled Under MassHealth and Other Resources

Posted by Rachel Sandler on Feb 19, 2015 3:06:34 PM


Jeffrey A. Keilson, Senior Vice President of Advocates, Inc., and Karen Mariscal, special needs lawyer at Margolis & Bloom, LLP, will discuss state and federal resources available to people with intellectual/developmental disabilities in Massachusetts, and how to maximize those resources to help them live more independently in communities of their choice.  Keilson is a former Assistant Commissioner and Director of the Metro Region of the Department of Developmental Disabilities and Director of the Lindemann Mental Health Center for the Department of Mental Health, and has more than 40 years experience working with people with disabilities and their families.

Click here to learn more and to register.

Navigating the Clinical and Legal Choices of Elders with Mental Health Issues

Posted by Rebecca J Benson on Jan 28, 2015 1:48:00 PM

On February 27th, Rebecca J. Benson will participate in a group panel on the topic of Planning for Litigation Around Incapacity. Along with a nursing home attorney, a CPCS MHLD panel attorney, and a probate court judge, she will discuss on preparing for incapacity and potential litigation around health care proxies.
The live program and webcast will take place on Friday, February 27th from 8:00 a.m. to 5:00 p.m. at the MCLE Conference Center located at 10 Winter Place in Boston as part of an all-day program on navigating the clinical and legal choices of elders and mental health issues. The live webcast will be held at UMASS Medical School, which is located on 55 North Lake Avenue in Worcester.
Learn more and register here.

Attend Resources and Programs to Help Seniors and Disabled Individuals Stay in Their Homes

Posted by Rachel Sandler on Dec 9, 2014 2:27:39 PM


Boston Senior Home Care is a private, non-profit organization that provides case management, service planning, and social support services to people who wish to remain in the community but require assistance to do so. In this presentation we will be going over the programs and resources available to help people continue to live safely and independently at home as well as programs and services available to caregivers.

Click here to register.

Topics: Estate Planning

Attend Program on Financial Planning and Transitioning for Families of Children with Special Needs

Posted by Rachel Sandler on Nov 17, 2014 2:30:00 PM

Join Karen B. Mariscal, from Margolis & Bloom, and Leo Rotman, financial advisor from attorney-karen-b-mariscal-headshotRiver Financial Group, at their presentation on questions parents may have on financial planning and transitioning. Some issues they address, include:

  • Are there any government benefits that can help my family?
  • Do I have to do any special planning for my child without disability?
  • Do I need to select a guardian?
  • What is a special needs trust and do I need one?
  • Do I need a special will or will any type be just fine? 

The program will be on Thursday, December 4th, at the offices of Charles River Center located at 59 East Militia Heights Road in Needham. The program is free and will start at 7:00 p.m.   

If you would like more information contact Betsy Hinchey at

Attend Uncommon Knowledge: New Perspectives on Personal Financial Planning

Posted by Rachel Sandler on Nov 12, 2014 1:27:56 PM

Join Amy Lampert, veteran of the wealth management industry, as she shares some of LampertAmyWEBher uncommon observations on the art and science of wealth management.  Amy will share her wisdom gleaned from a 40 year career in financial services, and will bust some commonly held beliefs about the world of personal finance and asset management. Some questions she will answer, include:

  • The difference between financial planning and asset management
  • Why most portfolios lack financial balance
  • The difference between accumulation and distribution strategies
  • Why the "number" isn't the most important consideration in retirement planning
  • Why self-insuring for a chronic care need may be ill-conceived
  • What are someo f the shortcomings in qualified plans?

Seating is limited and registration is required.

Lunch is provided.

Click here to register.

Attend PACE and SCO: Innovative Approaches to Health Care for Elders

Posted by Rachel Sandler on Oct 22, 2014 2:40:45 PM

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                                   Lisa Yorra                             Alexandra Schweitzer

This month we will have Lisa Yorra, marketing director at Elder Service Plan (ESP) of Harbor Health Services, Inc., and Alexandra Schweitzer, program director of Senior Care Options (SCO) from Tufts Health Plan in Mass, present on their services and answer any questions you may have. 

Click here to learn more and to register.

October Monday Lunch: Helpful Tools When Addressing Financial Planning Concerns for Families with Special Needs

Posted by Rachel Sandler on Sep 17, 2014 1:48:00 PM

When: Monday, October 6, 2014

Presenters: Michael Weiner and Jamie Bush

This presentation will focus on the approach and considerations when creating a comprehensive financial plan for families who have children with special needs.

Providing sound financial advice for these families goes beyond the traditional retirement, educational, and survivorship goals.  Although these still remain as part of the core solution, these families require a knowledge and understanding of the how to navigate their educational rights, and to have a realistic expectation of what adult services and supports are available after their educational services end.

Michael and Jamie will share some of the financial tools they use to create solutions both during the parents' lifetime, and beyond. 

Seating is limited and registraiton is required.

Lunch is provided.

Click here to register.

Annual Law School for Social Workers: Everything You Want to Know About MassHealth

Posted by Rachel Sandler on Aug 5, 2014 11:50:00 AM

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Presenters:  Jeffrey A. Bloom, Harry S. Margolis, Patricia C. D'Agostino

When:  Saturday, October 18, from 9:00 a.m. to noon


Margolis & Bloom is presenting its annual Law School for Social Workers program (LSSW) the morning of Saturday, October 18th at the Newton Marriott. This program is geared specifically for social workers who work with older adults and persons with disabilities and provides and opportunity to learn about a variety of topics. This year the three topics will focus on MassHealth.

For the first hour Jeffrey A. Bloom will present on MassHealth eligibility for nursing home care. For the second hour Patricia C. D'Agostino will present on MassHealth community benefits. For the last hour Harry S. Margolis will present on estate recovery, liens, and planning strategies.

3 CEU credits are available. 

Click here to learn more about the program and to register.

Topics: law school for social workers, MassHealth, Harry S. Margolis, Patricia C. D'Agostino

Attend Law School for Social Workers: MassHealth Community Benefits

Posted by Rachel Sandler on Jul 21, 2014 11:45:00 AM

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Presenter:  Patricia C. D'Agostino

When:  Tuesday, September 9th, 9:00 to 10:00 a.m.


Attorney Patricia C. D'Agostino will present on community benefits under MassHealth. Some of the topics she will cover include:

  • Home and Community Based Waiver
  • Personal Care Attendant ("PCA")
  • Community Choices ("Choices")
  • Program for All Inclusive care for the Elderly ("PACE")
  • Senior Care Options ("SCO") 

1 CEU Social Worker credit is available. 

Click here to learn more and to register.

Topics: MassHealth planning, monday lunch for professionals, MassHealth, Patricia C. D'Agostino

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