Events

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

 michael_weiner    
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

jab horizontal resized 600describe the imagepcd horizontal

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, Jeffrey A. Bloom, Patricia C. D'Agostino

Attend LSSW: MassHealth Eligibility for Nursing Home Care and Special Needs Planning

Posted by Rachel Sandler on Aug 5, 2014 11:47:00 AM

pcd vertical resized 600describe the image

Presenters:  Patricia C. D'Agostino and Christina T. Vidoli

When:  Thursday, September 25, 8:45 to 10:45 a.m.

Margolis & Bloom's Law School for Social Workers Program is geared specifically towards social workers who work with older adults and persons with disabilities and provides an opportunity to learn about a variety of legal topics.

The first hour of the program will focus on MassHealth eligibility for nursing home care, adn the second hour of the program will focus on special needs planning.

2 CEU Social Worker credit is available. 

Click here to learn more and to register.

 

Topics: law school for social workers, masshealth, special needs planning, MassHealth eligibility rules, nursing home care, Christina T. Vidoli, 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

pcd vertical resized 600

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: monday lunch for professionals, masshealth, Community Choices, Patricia C. D'Agostino

September Monday Lunch: Community Benefits Under MassHealth

Posted by Rachel Sandler on Jul 9, 2014 11:41:00 AM

pcd vertical resized 600

Presenter:  Patricia C. D'Agostino

When:  Monday, September 8th, Noon to 1:00 p.m.

 

Next in our three-part popular Law School for Social Workers lunch program, on September 8th, 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. (Non-Social Workers are also welcome.)


Lunch is provided.


Seating is limited and registration is required. 


Click here to register.

Topics: monday lunch for professionals, masshealth, community benefits, Patricia C. D'Agostino

May 5th Monday Lunch: MassHealth Coverage of Nursing Homes

Posted by Rachel Sandler on Apr 16, 2014 11:53:00 AM

describe the image

Presenter:  Jeffrey A. Bloom

When:  Monday, May 5th, Noon to 1:00 p.m.

With our May First Monday Lunch for Professionals we are combining it with our popular Law School for Social Workers for three months (May, June, and September). In May Attorney Jeffrey A. Bloomwill present on the latest developments in MassHealth Nursing Homes.

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

 

 

 

MCLE: 15th Annual Elder & Disability Law Conference 2014

Posted by Rachel Sandler on Mar 12, 2014 10:57:00 AM

describe the image

Presenter:  Harry S. Margolis and More

When:  Wednesday, May 21st, 9:30 to 4:30 p.m.

Join the 15th Annual Elder & Disability Law Conference at MCLE, and learn practical tools you can use to enhance your representation of clients in the evolving areas of elder and disability law. Later in the morning Harry S. Margolis and other faculty will provide information about new national and Massachusetts legislation, regulations, and case law (other than cases related to irrevocable trusts) that affect the practice of elder law in Massachusetts.

Click here to read the full program and to register.

 

 

 

Topics: mcle, elder & disability law conference, 2014, Harry S. Margolis

Monday April 7th, 2014: The Conversation Project

Posted by Rachel Sandler on Mar 12, 2014 10:08:00 AM

harvey w. freishtat resized 600

Presenter:  Harvey W. Freishtat

When:  Monday, April 7th, Noon to 1:30 p.m.

The Conversation Project is a national public engagement campaign co-founded by Pulitzer Prize winning author and nationally syndicated journalist, Ellen Goodman. Its goal is to change our culture to make it easier for people to talk about death and dying, and for everyone’s wishes for end of life care to be expressed and respected.

Harvey Freishtat is the Director of The Conversation Project and he will discuss the importance of The Conversation as a pre-requisite to effective estate and eldercare planning.

Click here to learn more and to register.

 

 

 

Topics: the conversation project, harvey freishtat

Special Needs Planning 12-Part Webinar Series

Posted by Rachel Sandler on Dec 11, 2013 4:17:00 PM

This 12-week program (each Tuesday from January 7th through March 25th) provides 12 one-hour webinars on different aspects of special needs planning.

The overall program is subdivided into four main study areas: Understanding Public Benefits, First Party SNTs, Third Party SNTs, and SNT Administration. This program is designed for anyone interested in developing a special needs practice or honing his or her existing special needs expertise.

The courses have been designed to provide the latest planning techniques and strategies for effectively and efficiently representing your clients' needs for special needs planning. Each week another nationally recognized special needs planning expert addresses a topic critical to your special needs practice.


Click here to learn about the webinars.

Topics: special needs planning, webinars, Harry S. Margolis

January 6th Monday Lunch: The Accessible Home

Posted by Rachel Sandler on Dec 4, 2013 4:02:00 PM

describe the image

Presenter:  Deborah Pierce

When:  Monday, January 6th Noon to 1:00 p.m.

Deborah Pierce, AIA CAPS, is an award-winning architect and author of The Accessible Home: Designing for All Ages and Abilities, a book which describes the decisions and designs of people living with a wide range of disabilities. 

Deborah will be speaking about lessons learned from these homes and their owners, for both the home and the community, and challenging professionals to raise the bar in creating a future where disabilities no longer present obstacles to fully participation. 

Click here to find out more and to register.

Topics: deborah pierce, monday lunch for professionals, the accessible home

Subscribe to New Blog Posts