Product Description

MCLE’s annual Elder & Disability Law Conference has always given practitioners of all levels the essential updates and tools that they need to represent clients in the ever-evolving areas of elder and disability law. This year’s Conference is no different, but with an added twist. We delve deep into the real-life complexities of one key area of elder and disability law: the law of trusts—and who better to talk about trusts than past presidents of the Massachusetts National Academy of Elder Law Attorneys (MassNAELA)? 

At this year’s program, you get an invaluable look at essential updates in trust law and expert pointers that you can use in your practice right now. From discretionary trusts to life insurance trusts to special needs trusts and more, you gain an in-depth understanding and have the chance to get your thorniest questions answered. You hear from experts at the top of their field so you learn about the issues from a variety of invaluable perspectives. You also get the materials and tools that they use in their own practice— so you can use them in yours. 

With an emphasis on real practice takeaways and highly-practical tools and information, this year’s Conference is a practical learning experience like never before.

Agenda & Materials

• 9:30 A.M. – 9:45 A.M.

  Welcome and Introduction

  Paula K. Almgren, Esq., Berkshire Law Group , Lenox
  Jeffrey A. Bloom, Esq., Margolis Bloom & D'Agostino LLP , Wellesley Hills
  Gary S. Zalkin, Esq., LICSW, Zalkin Law Firm, PC , South Natick
  
• 9:45 A.M. – 10:45 A.M.

  Spotlight on Special Needs Trusts

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  Stephen J. Spano, Esq., Spano Dawicki & Witt LLC , Saugus
  Gary S. Zalkin, Esq., LICSW, Zalkin Law Firm, PC , South Natick
  
• 10:45 A.M. – 11:00 A.M.

  Networking and Refreshment Break
• 11:00 A.M. – 12:00 P.M.

  Spotlight on Trusts: Tax Issues Related to Trusts

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  Mark W. Worthington, Esq., Special Needs Law Group of Massachusetts, PC , Framingham
  
• 12:00 P.M. – 1:00 P.M.

  Lunch (on your own)
• 1:00 P.M. – 2:30 P.M.

  Learn from the Past Presidents of MassNAELA: Advice on Running a Successful Elder & Disability Law Practice

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  Tracey A. L. Ingle, Esq., Ingle Law , Southborough
  Harry S. Margolis, Esq., Margolis Bloom & D'Agostino LLP , Wellesley Hills
  Alex L. Moschella, Esq., Colucci, Colucci, Marcus & Flavin, PC , Woburn
  Stephen J. Spano, Esq., Spano Dawicki & Witt LLC , Saugus
  Mark W. Worthington, Esq., Special Needs Law Group of Massachusetts, PC , Framingham
  
• 2:30 P.M. – 2:45 P.M.

  Networking and Refreshment Break
• 2:45 P.M. - 4:15 P.M.

  Trusts and MassHealth Eligibility

  on demand video Add to Cart

  Jeffrey A. Bloom, Esq., Margolis Bloom & D'Agostino LLP , Wellesley Hills
  Alex L. Moschella, Esq., Colucci, Colucci, Marcus & Flavin, PC , Woburn
  Brian E. Barreira, Esq., Law Offices of Brian E. Barreira , Plymouth
  Harry S. Margolis, Esq., Margolis Bloom & D'Agostino LLP , Wellesley Hills
  Mark W. Worthington, Esq., Special Needs Law Group of Massachusetts, PC , Framingham
  
• 4:15 P.M. - 4:30 P.M.

  Concluding Remarks

  Paula K. Almgren, Esq., Berkshire Law Group , Lenox
  Jeffrey A. Bloom, Esq., Margolis Bloom & D'Agostino LLP , Wellesley Hills
  Gary S. Zalkin, Esq., LICSW, Zalkin Law Firm, PC , South Natick
  

Please Note

MCLE webcasts are 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.

Cochairs

Faculty