MassNAELA Elder Law Institute XXVII: Representing Diverse Clients and MassHealth Planning Options – Beyond the Basics
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Location: MCLE, New England – 10 Winter Place, Boston, MA 02108
Date & Time: Friday, September 24, 2021, 8:30 AM – 4:30 PM
Cost: MassNAELA Members $225; Non-members $255 (Can’t Attend? You can purchase a video recording and the materials to be sent after the program. Also, due to continuing concerns about COVID-19 this event will also be streamed live.)
Panelists and Topics:
Institute Committee
Cathleen H. Summers, Esq., Chair, Brandon L. Campbell, Esq., Samantha F. Gentel, Esq., Margaret Hoag, Esq., Brandon Walecka, Esq.
Keynote Address Provided by Aimee Griffin Joyner, JD, LLM
Practice Issues Related to Meeting the Needs of a More Diverse Population and Building a More Diverse Staff.
Cathleen H. Summers, Esq., Brandon L. Campbell, Esq., Christine M. Nicastro, Esq.,
Paula A. Nedder, Esq.
Pre-planning: Learn about options to plan for individuals and married couples that have more than 5 years to prepare for potential long-term care and community based options. This section will also include information on what can be done with real estate.
Matthew P. Albanese, Esq., Faith E. Delaney, Esq. Paula K. Almgren, Esq.
Crisis Planning: Learn about the options that individuals and couples have when long-term care or the need for community MassHealth is imminent. Some of the topics covered will include: Spousal Refusal and Separate Support; use of QDROs; tips for your first or next fair hearing, caregiver child exception, and meeting deductibles in community MassHealth
Hyman G. Darling, Esq., Daniel Suprenant, Esq., Lisa M. Neeley, Esq., Todd E. Lutsky, Esq.
Considerations After Death: Learn about the latest developments regarding spousal annuities and estate recovery. This section will address several recent court decisions that may affect your planning advice.
Lisa M. Neely, Esq., Patricia Keane Martin, Esq., Meredith A. Fine, Esq.