The Basics: From MassHealth To Probate Administration; And Drafting To Technology
Click Here to Register
Location: MCLE, New England – 10 Winter Place, Boston, MA 02108
Date & Time: Friday, September 25, 2026, 8:30 AM – 4:30 PM
Cost: MassNAELA Members and staff $275; Non-members including other professionals and their staff $325; Law Students $150. (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:
Program Coordinator: Elizabeth Caruso, Esq.
Pooja Arora, Esq.
Audrey Ehrhardt, Esq.
Alexis Levitt, Esq.
Katie McDonough, Esq.
Michael Monteforte, Jr., Esq.
Topics:
This year’s MassNAELA Basics Program designed for legal staff and attorneys new to elder law and special needs, will cover a refresher/update on the following topics that they can expect to encounter:
- Staying in the community for as long as possible – using MassHealth, veterans benefits, reverse mortgages, and your circle of care;
- Best practices and tips for the MassHealth application process and supporting documents;
- Probate and trust administration funding;
- Drafting tips for basic estate plan documents;
- Special Needs Trust considerations and drafting; and
- Opportunities to utilize AI and other technological resources.