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.Two days of intensive training for advising older clients
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 be well-prepared to address your elder clients’ complex, myriad needs.
Course Content
Agenda & MaterialsDay One: Monday. March 24th, 2025
9:30 - 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 - Break
11:15 - 12:15 pm - Community Benefits
Pamela B. Greenfield, Esq.,
Birchgrove Law Collaborative LLC, Needham
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
Timothy R. Loff, Esq.,
Law Offices of Timothy R. Loff, Newton
3:35 - 3:45 pm - Break
3:45 - 4:30 pm - Planning for Incapacity & How Client Incapacity Impacts Your Practice
Pamela B. Greenfield, Esq.,
Birchgrove Law Collaborative LLC, Needham - Day Two: Tuesday, March 25th, 2025
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 - Break
11:30 - 12:15 pm - Ethical Issues
Linda G. Bauer, Esq.,
Clients' Security Board , Boston
12:15 - 1:00 pm - Elder Abuse
Rachel Shannon Brown, Esq.,
Community Legal Aid, Worcester
1:00 - 2:00 pm - Lunch (on your own)
2:00 - 3:15 pm - Introduction to Guardianship & Substitute Decision-Making
Patricia Keane Martin, Esq.,
Prince Lobel Tye LLP, Boston
3:15 - 3:30 pm - Break
3:30 - 4:30 pm - "Ask the Experts" Q&A Session and Key Takeaways
Panel
Speakers
CochairsSteven M. Cohen, Esq.,
Rubin and Rudman LLP, Boston
Eric R. Oalican, Esq.,
Oalican Law Group LLC, Raynham
Faculty
Linda G. Bauer, Esq.,
Clients' Security Board , Boston
Rachel Shannon Brown, Esq.,
Community Legal Aid, Worcester
John J. Ford, Esq.,
Northeast Justice Center, Lynn
Nomita Ganguly, Esq.,
Gregory & Associates, Boston
Pamela B. Greenfield, Esq.,
Birchgrove Law Collaborative LLC, Needham
Timothy R. Loff, Esq.,
Law Offices of Timothy R. Loff, Newton
Matthew J. Marcus, Esq.,
Colucci, Colucci, Marcus & Flavin, PC, Milton
Patricia Keane Martin, Esq.,
Prince Lobel Tye LLP, Boston
Anna L. Pollard,
LifeCare Advocates, Newton Center
