This thorough two-day program provides the perfect introduction to the key concepts necessary to properly advise older clients on everything from estate planning to long-term care. Expert panelists cover topics on the substantive law relating to Medicaid eligibility, including updates on federal and state changes; planning for long-term incapacity; advising clients on making estate planning and extraordinary medical decisions on behalf of incapacitated individuals; responding to financial and physical elder abuse; and using supplemental needs trusts. You receive a step-by-step guide through the basic tools every elder law practitioner needs to know.
The program features many opportunities to have your specific questions answered directly by the faculty and case study sessions featuring real-life examples of issues unique to the elder law world. You also examine specific case studies in detail so that you see the practical implications of the law. Get the latest updates in this in-depth, two-day program-and leave well-prepared to address your elder clients' complex, myriad needs.
The program features many opportunities to have your specific questions answered directly by the faculty and case study sessions featuring real-life examples of issues unique to the elder law world. You also examine specific case studies in detail so that you see the practical implications of the law. Get the latest updates in this in-depth, two-day program-and leave well-prepared to address your elder clients' complex, myriad needs.
Course Content
Day One - Monday, October 5, 20209:30 - 9:40 am
Welcome and Introduction
Steven M. Cohen, Esq.,
Rubin and Rudman LLP, Boston
9:40 - 10:20 am
Basic Rules of Nursing Home Medicaid
Steven M. Cohen, Esq.,
Rubin and Rudman LLP, Boston
10:20 - 11:00 am
Elder Law Legislative & Policy Updates
Nomita Ganguly, Esq.,
Gregory & Associates, Boston
11:00 - 11:15 am
Refreshment Break
11:15 - 12:15 pm
Community Benefits
Pamela B. Greenfield, Esq.,
Seegel Lipshutz Lo & Martin LLP, Wellesley Hills
12:15 - 1:00 pm
Community Care Options for the Elder Client
Kate Granigan, MSW, LICSW, C-ASWCM,
LifeCare Advocates LLC, Newton Center
1:00 - 2:00 pm
Lunch (on your own)
2:00 - 2:50 pm
Issues to Consider Regarding the House
Matthew J. Marcus, Esq.,
Colucci, Colucci, Marcus & Flavin, PC, Milton
2:50 - 3:35 pm
Long Term Care Insurance
David F. Keefe, III, CLU, ChFC,
4-Point Financial, Waltham
3:35 - 3:45 pm
Refreshment Break
3:45 - 4:30 pm
Planning for Incapacity & How Client Incapacity Impacts Your Practice
Pamela B. Greenfield, Esq.,
Seegel Lipshutz Lo & Martin LLP, Wellesley Hills
Day Two - Tuesday October 6, 2020
9:30 - 10:25 am
MassHealth Planning Strategies
Eric R. Oalican, Esq.,
Oalican Law Group LLC, Raynham
10:25 - 11:15 am
Nursing Home Resident Rights
John J. Ford, Esq.,
Northeast Justice Center, Lynn
11:15 - 11:30 am
Refreshment Break
11:30 - 12:15 pm
Ethical Issues
,
12:15 - 1:00 pm
Elder Abuse
Betsey E. Crimmins, Esq.,
Mass Home Care Association, Malden
1:00 - 2:00 pm
Lunch (on your own)
2:00 - 3:15 pm
Introduction to Guardianship & Substitute Decision Making
Patricia Keane Martin, Esq.,
Seegel Lipshutz Lo & Martin LLP, Wellesley Hills
3:15 - 3:30 pm
Refreshment Break
3:30 - 4:30 pm
'Ask the Experts' Q&A Session and Key Takeaways
Panel
Please Note
This webcast is delivered completely online, underscoring their convenience and appeal.
There are no published print materials. All written materials are available electronically only.
They are posted 24 hours prior to the program and can be accessed, downloaded, or printed from your computer.
Speakers
CochairsSteven M. Cohen, Esq.,
Rubin and Rudman LLP, Boston
Eric R. Oalican, Esq.,
Oalican Law Group LLC, Raynham
Faculty
Linda G. Bauer, Esq.,
Massachusetts Board of Bar Overseers, Boston
Betsey E. Crimmins, Esq.,
Mass Home Care Association, Malden
John J. Ford, Esq.,
Northeast Justice Center, Lynn
Nomita Ganguly, Esq.,
Gregory & Associates, Boston
Kate Granigan, MSW, LICSW, C-ASWCM,
LifeCare Advocates LLC, Newton Center
Pamela B. Greenfield, Esq.,
Seegel Lipshutz Lo & Martin LLP, Wellesley Hills
David F. Keefe, III, CLU, ChFC,
4-Point Financial, Waltham
Matthew J. Marcus, Esq.,
Colucci, Colucci, Marcus & Flavin, PC, Milton
Patricia Keane Martin, Esq.,
Seegel Lipshutz Lo & Martin LLP, Wellesley Hills
