First Monday Lunch For Professionals

Margolis & Bloom hosts a lunch on the first Monday of each month (except for July and August) from noon to 1 p.m. for professionals who work with seniors and individuals with special needs.  There is always a speaker on a topic of interest and lunch is provided.

If you would like more information about a specfic program, please click on the title.

If you would like to receive notice of the First Monday lunches, please sign up by clicking here.

2017 Programs

February 2017       

Heather Gold, Special Education Attorney 

The IEP Process and Appeals, What to Expect, and the Pitfalls to Avoid.

March 2017     

Blair Trippe Author of Deconstructing Conflict: Understanding Family Business, Shared Wealth and Power 

April   2017       

Tom Bergeron, Co-founder of InventiveLabs

College-Aged Adults with Neurodiversity (Dyslexia, Autism, ADHD)  

May   2017    

Sarah Hartline

 Long-Term Care Planning and Trustees

June   2017     

Irving L. Stackpole, Stackpole & Associates, Inc. 

Fade to Grey: Meeting the Demands of the Aging Demographic 


2016 Programs

December 2016        

Jay Rosenbaum & Sarah Richards

Probate for People with International Assets

November 2016        

Laura Goodman, Margolis & Bloom LLP, and Clare McGorrian, Commercial Insurance Appeals Program for HLA

Health Insurance: Public and Private Options for Individuals with Special Needs

October 2016       

Karen Mariscal

Margolis & Bloom LLP       

ABLE accounts: What are they and how can they work for you? 

 

 

September 2016      

Jay O'Brien

Exceptional Lives

 June 2016     

Doug Poutasse

Wealth Inequality in America

 April 2016      

Jeffrey A. Bloom

Margolis & Bloom LLP

Latest Developments on MassHealth Treatment of Irrevocable Trusts

 March 2016    

Nora Yousif

Protect and Plan Your Social Security Lifetime Benefit

 

2015 Programs

 Dec 2015        

Karen Mariscal and Vanda Khadem

Divorce and the Special Needs Child

 Nov 2015        

Steven J. Samuel

How to Get the Most from Your Social Security Benefits

 Oct 2015        

Gregg Cohen

Reducing the Cost of College: Estate and Financial Planning Considerations

 Sept 2015        

Steven J.J. Weisman

Protecting Seniors from identity Theft and Scams 

 June 2015        

Patricia C. D'Agostino

How Can I Get Help to Care for the Loved One at Home?  

 May 2015        

Paul Cronin       

Succession Planning: Why Business Owners Often Don't Get it Right and How You (or Your Client) Can

 April 2015        

Cynthia Haddad

No Sibling Left Behind

 March 2015        

Jeff Keilson & Karen Mariscal       

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

 February 2015        

Dr. Gail Gazelle
(moved to 3.16.15)

Mindfulness Support for Caregivers: An Interactive Workshop

 January 2015        

 Carissa Figueroa

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

 

2014 Programs

 December        

Amy Lampert Uncommon Knowledge: New Perspectives on Personal Financial Planning 

 November        

Lisa Yorra & Alexandra  Schweitzer

PACE and SCO: Innovative Approaches to Healthcare for Elders

 October        

Jamie Bush & Michael Weiner       

 MassMutual's New Special Needs Planning Software

 September        

Patricia C. D'Agostino   

Community Benefits Under MassHealth

 June        

Rebecca J. Benson

Guardianship & Conservatorship

 May        

 Jeffrey A. Bloom            

Latest Developments in MassHealth Coverage of Nursing Home Care

 April        

 Harvey Freishtat 

The Conversation Project

 March        

 Lucy Meadows

Making Decisions About Medigap and Medicare Part D Insurance 

Previous Programs

2013

 December        

Sandra Guidrey

Is There a Place for Antipsychotics in Long Term Care?

 November        

Ruth Super

Functional Needs & Design as a Step Beyond Accessibility

 October        

Kelley Challen

Transition Planning and Services

 September        

Deborah N. Flaschen

3LPlace Transition Curriculum, Phase One

 May        

Harry S. Margolis

Hospital Discharge Protections

 April        

Kristin Hartness

Service Dogs

 March        

Steven Weisman

Scams and Seniors

 February        

Rebecca J. Benson

Consumer Protection Issues for Long-Term Care Residents

2012

 December        

Scott Plumb

The Future of Long-Term Care in Massachusetts

 June        

Dr. Barbara F. Okun

Saying Goodbye: Helping Families Cope with Terminal Illness

 May        

John Bankhead
Scott Breault

Income Options in a Low Interest Enviroment

 April        

Stuart Millard

Supplemental Plans and Medicare Part D Option

 March        

Amy Weinstock

The Autism Insurance Law

 February        

Ann L. Hartstein

Future Long-Term Care Supports and Services in Massachusetts

 January        

Peter Hahn

Importance of Evaluations in Special Education Cases 2011

2011

 December        

Jane Dobisz

What's Your Number? : How Much Income Will You Need in Retirement?

 November        

Dr. Juergen H. A. Bludau

Aging, But Never Old: Realities, Myths, and Misrepresentations of the Anti-Aging Movement

 October        

Blair Trippe

Mom Always Liked You Best: Resolving Family Feuds, Inheritance Disputes, and Elder Care Crises

 June        

Dorian Mintzer
Roverta Taylor

The Couples Retirement Puzzle

May

Harry S. Margolis

Survey of Recent MassHealth Cases

April

David O'Neil

Preserving Priceless Memories: Connection Generations Through Oral History

March

Alexander Schechter

Caring for Holocaust Victims

January

Lynn Serper

Learn the Serper Method with Lynn Serper

2010

 December        

Al Wroblewski, CFP

Rethinking Financial Planning

November

Gwen Morgan

The What If...Workbook

October

Professor Ray Madoff

Immortality and the Law: The Rising Power of the American Dead

September

Barbara D.Jackins

Legal Planning for Special Needs in Mass: A Family Guide to SSI, Guardianship, and Estate Planning

June

Betsy Mullen

Nations First Green House Nursing Home, the Leonard Florence Center for Living

 May

Dr. Gail Gazelle

The Empowered Patient: Helping Elders Get What They Need from a Healthcare System in Distres

 April

Arlene Korab

New class Action on Behalf of Nursing Facility Residents with Brain Injuries

 March

Kathy Spirer

 Aginig Gracefully at Home

 February

Barbara Bissonnette

Disclosing Asperger's Syndrome in the Workplace

 January

Jeanne Medeiros

Know Your Pension Rights Under the Federal Law?

2009

 December        

John Napolitano

Financial Transitions Beyond Age

November

Emily Brower

The Effect of Payment Reform on Care of Elders and the Chronically Ill

October

Jon Delman

When Kids "Age Out" of the Educational System 

September

Jeanne Medeiros

How to ge the Retirement Benefits you are Entited to

June

Patricia Christello

Home Care Options

 May

Ellen Chambers

High Rate of Noncompliance with Special Needs Education Law in Massachusetts Public Schools

 April

Lauren Marshall

Veterans Aid and Attendance Benefits

 March

Rosalind Joffe

Professionals Who Want to Stay Employed in Spite of Disability

February

Judy Willett

Beacon Hill Village

 January

Tim Sindelar

Recent Developments in Special Education

2008

 December        

David Clarke

Making Health Care Choices for Persons Withoutu Surrogates

November

Annette M. Hines

How to be an Effective Advocate for Your Client or Family Member with Special Needs

October

Jim Wessler

Memory Loss, Brain Health and Taking Control

September

Leo Sarkissian

Enhancing Opportunities in the Community for Individuals with Intellectual and Developmental Disabilities

June

Rebecca J. Benson
Gary Zalkin 

What You Did Not Know About Contested Guardianships and We Were Afraid to Ask

 May

Geoff Birmingham
Rachel Jellineck
 

You Should Be in Pictures!

 April

Laurence J. Kotlikoff

A Solution to America's Health Care Crisis?

 March

Jay Butler

Your Power Years:  A Preview of Tomorrow's Possibilities

 February

Harry S. Margolis

Administering Your Special Needs Trusts:  What a Special Needs Trustee Needs to Know

 January

Cullen Murphy

Are we Rome?  The Fall of an Empire and the Fate of America

2007

 December        

Harry S. Margolis

Beyond the Golden Years

November

David and Margot Wizansky

Passport to Independence:  A Manual for Families

October

Dr. Elizabeth Dugan

The Driving Dilemma

September

Cynthia Haddad
John Nadworny 

Special Needs and Financial Planning:  How to Prepare for Every Stage of Your Child's Life

June

Jackie Dobson

Solutions for Accessibility

 May

Janice Masi

A Community Based Alternative to Nursing Home Placements

 April

Oliver Scholle

College Funding:  Strategies for the Affluent

 March

Dr. Muriel Gillick

The Denial of Age

February

Blair Trippe

Mediating Family Conflicts Over Care Issues

 January

Susan Turnbull

The Wealth of Your Life, Creating an Ethical Will

2006

 December        

Carol Crawford

The PACE Program

November

Paul Royka

Marketing Art and Furniture from Estates

October

Al Wroblewski

Transition into Retirement

September

Yung Ping Chen 

Phased Retirement

June

Boston Center for Independent Living

Personal Care Attendant Services

 May

Dianne Stavastano

Getting the Hospital Care You Need and Deserve!

 March

Toby Fisher

Mental Health Policy and Access to Services in Massachusetts

2005

 December        

Dr. Margaret O'Connor

Normal Memory Decline or Pathological Forgetting?

November

Deborah Thomson, Esq.

Legislative Update



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