MassNAELA Elder Law Institute XXX:
Cleaning Up Client Messes: Taking People And Plans As They Are
Click Here to Register
Location: MCLE, New England – 10 Winter Place, Boston, MA 02108
Date & Time: Friday, September 20, 2024, 8:30 AM – 4:30 PM
Cost: MassNAELA Members $275; Non-members $325 (Can’t Attend? You can purchase a video recording and the materials to be sent after the program. Also, this event will also be streamed live.)
Presenters and Topics:
Institute Committee
Erin McBee, Esq., Chair, Cathleen Summers, Esq., Nancy Catalini Chew, Esq., E. Alexandra Golden, Esq., and Faith Delaney, Esq.
Topics:
- Cleaning up defective estate plans (including when probate court assistance may be required);
- After the diagnosis – helping family, friends, and individuals (CommonHealth benefits, caregiver agreements, etc.);
- Planning with large retirement accounts and long-term care insurance; and
- Updates and new strategies in elder law: pooled trusts, spousal refusal cases, promissory note strategy update and more!
Presenters:
Paula Almgren, Esq.
Kenneth Anding, CLU, AEP, LUTCF
Gina Barry, Esq., CELA
Patrick Curley, Esq., CELA
Patricia Keane Martin, Esq.
James Knudsen, Esq.
Joseph A. Latona, CLTC, CLU, CFP
Lisa Neeley, Esq.
Jennifer Pilz, MPT, CMC
Deb Rogers, CPA
Daniel Surprenant, Esq. CELA
Bryan Woodford, Esq.
Registering online via Eventbrite©. If you choose to pay by check or at the event, please select “Pay by check” while on the check-out screen via Eventbrite©. Payment can be made prior to the event by mailing a check to: MassNAELA, P.O. Box 600046, Newtonville, MA 02460. Payment can also be made by check or credit card at the registration table prior to the event.