Events

Law School for Social Workers - VIRTUAL

Posted by Beth Cohen King on Aug 25, 2021 9:40:48 AM

Screen Shot 2021-08-06 at 11.51.37 AM
 
 
Learn all the law you need to know to work with your older clients and those with disabilities. You’ll also receive four CEU credits.

About this event

Join Margolis & Bloom at our annual Law School for Social Workers virtually, and learn all the law you need to know to work with your older clients and those with disabilities. You’ll also receive three CEU credits.

Speakers: Jeffrey A. Bloom, Patricia C. D'Agostino, Sarah Hartline, Laura Goodman

Cost: $35 ( all proceeds to go to FCSN -Federation for Children with Special Needs)

Topics:

MassHealth Community Benefits – An overview of the various MassHealth programs available to help seniors and disabled individuals to receive assistance with the cost of care at home or in an assisted living facility. (The rules have changed since last year.)

MassHealth Eligibility for Nursing Home Care – Summary of the MassHealth eligibility rules for coverage of nursing home care and ways to protect the spouse of a nursing home resident from depleting all her assets.

Guardianship & Conservatorship – A description of the guardianship and conservatorship requirements and process, alternatives to guardianship and conservatorship, and planning steps everyone can take to avoid guardianship and conservatorship.

Special Needs Planning - A look into the intricacies of special needs planning, including naming guardians, creating trusts, choosing trustees, finding care providers, and arranging housing as necessary.

The link will be sent to registrants in advance of Friday, October 8th

Register Here

Topics: MassHealth planning, law school for social workers, guardianship, special needs planning, MassHealth, elder care, MassHealth applications, conservatorship

Recorded Webinar - Recent Elder Law Cases Reviewed

Posted by Beth Cohen King on May 4, 2021 12:52:45 PM

Screen Shot 2021-04-13 at 12.52.37 PM

Join Harry S. Margolis for Recent Elder Law Cases Reviewed. Harry reviews some prominent and interesting recent elder law cases that were decided in Massachusetts over the last year, providing concise overviews of the individual cases and discussing their significance for future planning.

View Here

Topics: trusts, MassHealth, legal protection, irrevocable trust

WEBINAR RECORDING - Update on Treatment of Irrevocable Trusts in MassHealth Eligibility, and What to do

Posted by Beth Cohen King on Jul 29, 2019 2:00:35 PM

Screen Shot 2019-07-02 at 2.30.02 PM

Sarah Hartline, Senior Associate at Margolis & Bloom, discusses how irrevocable trusts are currently treated in MassHealth applications, and how best to make changes to your irrevocable trust to help secure MassHealth eligibility.

View Recording

Topics: trusts, MassHealth planning, MassHealth, irrevocable trust

Planning for Care: Advice From an Elder Law Attorney

Posted by Beth Cohen King on Jun 5, 2018 10:31:27 AM

In this episode of Eldercare Illuminated, Torchlight's VP of Product, Attorney Carolyn Romano, discusses how Elder Law Attorneys serve families caring for an older loved one or planning for their own futures.

Attorney Harry Margolis shares his expertise and experience about the options seniors and their families have in the evolving regulatory environment.

Listen Here

Topics: long-term care planning, MassHealth, Medicaid, elder care

[Webinar] Asset Protection for Seniors - Part 2

Posted by Beth Cohen King on Apr 30, 2018 11:53:43 AM

 
Asset-protection-seniors-estate-planning-attorney-Wellesley-MA-02481

 
 
Many factors can upset even the best financial plan. Illness, incapacity, the loss of a job, financial scams, or a premature death can upset even the best financial plan. Fortunately, planning steps can provide considerable protection from these uncertainties of life.

Harry Margolis will continue his discussion focusing in Part 2 on MassHealth planning and techniques to protect what you leave your children and grandchildren.

If you missed Asset Protection for Seniors - Part 1, you can view it here.
 
View Recording

Topics: long-term care planning, long-term care insurance, baby boomers, homestead protections, MassHealth, probate, Attorney- Client Relationship, durable power of attorney, estate taxes, Older Americans, Caregivers, Aging Population, aging, elder care

[Webinar] Asset Protection for Seniors - Part 1

Posted by Beth Cohen King on Apr 17, 2018 11:58:41 AM

 Estate-planning-attorney-asset-protection-seniors-Wellesley-MA-02481
Many factors can upset even the best financial plan.  Illness, incapacity, the loss of a job, financial scams or a premature death can upset even the best financial plan. Fortunately, planning steps can provide considerable protection from these uncertainties of life.

Harry Margolis will discuss how to protect your assets in the event you or a spouse needs long-term care, and learn techniques to protect what you leave your children and grandchildren.
 
 
View Recording

Topics: long-term care planning, long-term care insurance, baby boomers, homestead protections, MassHealth, probate, Attorney- Client Relationship, durable power of attorney, estate taxes, Older Americans, Caregivers, Aging Population, aging, elder care