MassNAELA Elder Law Institute XXVIII:
What You Need to Know About
Real Estate and Medicaid!
Click Here to Register
Location: MCLE, New England – 10 Winter Place, Boston, MA 02108
Date & Time: Friday, May 6, 2022, 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.)
Presenters and Topics:
Institute Committee
Abigail Poole, Esq., Chair, Sabrina Kane, Esq., Natalie Simon, Esq., Brandon Walecka, Esq.
Topics:
- Using life estate deeds, calculating the remainder/life estate values, and implications of selling during a MassHealth Member’s lifetime;
- The status of pending legislation regarding life estates;
- Using irrevocable trusts after recent SJC decisions. Provisions to include or not, and estate, gift, and income tax considerations;
- How to use reverse mortgages in connection with life estate deeds and irrevocable trusts;
- How these strategies can be combined; and
- What can be done when clients have other property? Secondary homes, out-of-state property, family cottages, multiple rental properties, vacant land, etc.
Presenters:
Keynote Address Provided by C. Grace Whiting, JD, Executive Director of NAELA
Gina Barry, Esq.
E. Spencer Ghazey-Bates, Esq.
Todd E. Lutsky, Esq.
Stephen Pepe, Esq.
Daniel Suprenant, Esq.