Topics: MassHealth planning, real estate
Topics: trustee, tax law, estate taxes
In this episode of Eldercare Illuminated, Torchlight's VP of Product, Attorney Carolyn Romano, discusses how Elder Law Attorneys serve families caring for an older loved one or planning for their own futures.
Attorney Harry Margolis shares his expertise and experience about the options seniors and their families have in the evolving regulatory environment.
Topics: elder care, Medicaid, MassHealth, long-term care planning
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Topics: aging, Aging Population, elder care, Caregivers, Older Americans, estate taxes, durable power of attorney, Attorney- Client Relationship, probate, MassHealth, long-term care insurance, homestead protections, long-term care planning, baby boomers
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Topics: aging, Aging Population, elder care, Caregivers, Older Americans, estate taxes, durable power of attorney, Attorney- Client Relationship, probate, MassHealth, long-term care insurance, homestead protections, long-term care planning, baby boomers
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.
Topics: elder care, healthcare, aging, Retirement Benefits, Caregivers, Medicaid
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.
Topics: elder law, Section 8, elder care, Special Needs Trust, Special Needs Child, special needs planning
Thursday, September 14, 1:00 pm
Presented 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.
Download Planning Ahead, our new book on estate long-term care and special needs planning.
