MassNAELA Elder Law Institute XXXII:

Home Sweet Home: IIOTs to Estate Recovery

 

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Location: MCLE, New England – 10 Winter Place, Boston, MA 02108

Date & Time: Friday, May 1, 2026, 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

Faith Delaney, Esq., Chair, Michael Couture, Esq., Kimberly Kelly, Esq.

Topics:

  • Best practices in using IIOTs, including template language;
  • Tax and title considerations when using IIOTs, partial interest transfers including life estates, and realty trusts;
  • Applying for MassHealth when your client has an IIOT or life estate;
  • Different forms of real estate ownership for Medicaid planning and using the caretaker child exemption;
  • When your client needs more support – Accessory Dwelling Units, ALRs and CCRCs (draft regulations and commission report); and
  • Dealing with real estate liens and estate recovery with a focus on updates and long-term care insurance.

Presenters:

Elizabeth Caruso, Esq.

Nancy Catalini Chew, Esq.

John Ford, Esq.

Samantha Gentel, Esq.

Karen Johnson, Esq.

Tracie Kester, Esq.

Erin McBee, Esq.

Valerie McCormack, Esq.

Kathleen Lynch Moncata, Esq.