Events

[Webinar] Asset Protection for Seniors - Part 2

Posted by Beth Cohen King on Apr 17, 2018 11:59:47 AM

 
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 Join us Thursday, April 26nd at 12:30pm
 
Join us for Part 2 of Asset Protection for Seniors.  
 
Many factors can upset even the best financial plan.  Illness, incapacity, the loss of a job, financial scams or a premature death can upset even the best financial plan. Fortunately, planning steps can provide considerable protection from these uncertainties of life.

Harry Margolis will continue his discussion focusing in Part 2 on MassHealth planning and techniques to protect what you leave your children and grandchildren.

If you missed Asset Protection for Seniors - Part 1, you can view it here.
 
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Topics: long-term care planning, long-term care insurance, baby boomers, homestead protections, MassHealth, probate, Attorney- Client Relationship, durable power of attorney, estate taxes, Older Americans, Caregivers, Aging Population, aging, elder care

[Webinar] Asset Protection for Seniors - Part 1

Posted by Beth Cohen King on Apr 17, 2018 11:58:41 AM

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Many factors can upset even the best financial plan.  Illness, incapacity, the loss of a job, financial scams or a premature death can upset even the best financial plan. Fortunately, planning steps can provide considerable protection from these uncertainties of life.

Harry Margolis will discuss how to protect your assets in the event you or a spouse needs long-term care, and learn techniques to protect what you leave your children and grandchildren.
 
 
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Topics: long-term care planning, long-term care insurance, baby boomers, homestead protections, MassHealth, probate, Attorney- Client Relationship, durable power of attorney, estate taxes, Older Americans, Caregivers, Aging Population, aging, elder care

Best Practices When Dealing with Elders with Diminished Capacity

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

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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

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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

{Webinar} Trump Initiatives Affecting Vulnerable Populations

Posted by Anthony Bushu on Sep 6, 2017 12:37:46 PM

Thursday, September 14, 1:00 pm

M&B best logo.pngPresented by Harry Margolis with Attorney Michael Gilfix of Palo Alto, CA, and Vincent Russo of Garden City, NY, and sponsored by Trusts & Estates Magazine, this presentation on Thursday, September 14th, from 1:00 to 2:00 PM, will discuss the effects of Trump administration policy and proposals on seniors and people with disabilities.

The speakers, who are founders of the Trump Policy Analysis Group, will examine changes that are already in place and those that have been proposed in legislation, regulation and executive action with respect to how they impact older Americans and Americans with disaibilities. They will address iniatives that relate to tax reform, Medicaid block grants, Medicaid waivers and Medicare.

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