Events

Webinar 06.19: Bloom and Margolis Discuss the Daley-Nadeau Decision

Posted by Anthony Bushu on Jun 7, 2017 11:23:18 AM

Monday, June 19th, 2017: 12pm EST

M&B best logo.pngPresented by Jeffrey Bloom and Harry Margolis, this presentation and Q&A on Monday, June 19th, from 12 to 1 PM, will discuss the implications of the seminal Daley-Nadeau decision by the Supreme Judicial Court rejecting MassHealth's "Availability" doctrine.

The SJC ruled that MassHealth cannot count assets owned by irrevocable trusts as available to an applicant for MassHealth unless and only to the extent the trustee may distribute principal to the applicant or his or her spouse. 

The SJC also cited two publications co-written by Margolis & Bloom partner Jeffrey Bloom as authorities, one a chapter of an MCLE publication that he co-wrote with Steven M. Cohen, and the other, his Elder Law treatise published by Thomson Reuters as part of its Massachusetts Practice Series. 

Register Now  

 

Attend Special Needs Housing Group

Posted by Karen B. Mariscal on Oct 11, 2016 6:53:14 AM

Margolis & Bloom, LLP, is helping to sponsor the Special Needs Housing Group, a six-session seminar for parents who have children (including adult children) with special needs.  Guest speakers will discuss how parents can help their children lead independent lives outside of the family home, and how to pay for it. This year the group will meet on the following six Tuesday evenings: 

10/18/16

12/13/16

01/17/17

03/14/17

04/18/17

05/23/17

Meetings, which are free, are held at the Unitarian church in Wellesley, 309 Washington Street, in the Sanctuary, from 7 to 9 p.m.

The first meeting on October 18 will feature Dafna Krouk-Gordon and Dale Belcher, from TILL, Inc. (Toward Independent Learning and Living), experts in housing, staffing, and recreational opportunities for this population, who will discuss residential options, travel offerings, and a possible new program to provide long term supports to our adult children after we are no longer there for them.  If you would like to come, please rsvp to the group’s leader Michael Weiner, at michaelwweiner@financialguide.com.  

 

 

Topics: special needs planning

Attend Mass Home Care's 2016 Network Conference

Posted by Elizabeth Stepakoff on Sep 19, 2016 11:52:23 PM

On Thursday, October 13, Mass Home Care will be holding its annual conference at the Holiday Inn in Boxborough. The conference will run from 9:30 a.m. until around 4:00 p.m. and will include speakers on tenant/landlord issues, modern fall detection for seniors, and elder substance abuse. Margolis & Bloom attorney Patricia C. D'Agostino will be presenting on MassHealth Planning.  

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For a complete program of speakers and topics, or to register, click here.

 

Topics: long-term care planning

Attend Housing: Creative Solutions, Options and Challenges

Posted by Elizabeth Stepakoff on Sep 19, 2016 11:45:10 PM

On Thursday, October 6, Fletcher Tilton Attorneys at Law will be holding a conference at the Courtyard Marriott in Marlborough for persons with special needs, their families, and their advocates on housing options.

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Click here to register.

Topics: special needs planning

Attend Law School for Social Workers at Minuteman Senior Services

Posted by Patricia C. D'Agostino on Sep 2, 2015 3:28:03 AM

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Attorney Patricia C. D'Agostino will present on MassHealth eligibility for nursing home care and MassHealth community benefits on Monday, November 9th at Minuteman Senior Services. 

2 CEU Social Worker Credit is available.

To learn more and to register, contact Patti Dubielak at p.dubielak@minutemansenior.org.

Topics: law school for social workers

Estate Planning for Parents of Children With Special Needs

Posted by Karen B. Mariscal on Aug 31, 2015 1:04:04 PM

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Attorney Karen Mariscal will present on legal and financial planning for parents with children who have special needs on September 25 at 7 p.m.  In addition to Karen’s presentation, Leo Rotman and Caleb Harty from River Financial Group will discuss special needs financial planning.  The presentation will be held at the Charles River Center, 59 E. Militia Heights Drive, Needham, MA.  Come with questions -- RSVP to KBM@Margolis.com.

Topics: special needs planning

Attend Law School for Social Workers 2015: MassHealth Community Benefits

Posted by Rachel Sandler on Aug 27, 2015 7:09:23 AM

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

Annual Law School for Social Workers 2015: Everything You Want to Know About MassHealth

Posted by Rachel Sandler on Aug 25, 2015 7:25:53 AM

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Margolis & Bloom is presenting its annual Law School for Social Workers program (LSSW) the morning of Saturday, October 17th 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, Harry S. Margolis, Patricia C. D'Agostino, Jeffrey A. Bloom

Attend Law School for Social Workers: Guardianship and Conservatorship

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

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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

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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.