Product Description

This program provides the perfect introduction to the basic concepts necessary to properly advise older clients on everything from estate planning to long-term care. Topics covered include 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.

The program features many chances 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. Get the latest updates in this in-depth, two-day program—and leave well-prepared to address your elder clients’ complex, myriad needs.

Agenda & Materials

• DAY ONE
• 9:30 a.m. - 9:40 a.m.

  Welcome and Introduction

  Steven M. Cohen, Esq., Rubin and Rudman LLP , Boston
  Eric R. Oalican, Esq., Oalican Law Group LLC , Raynham
  
• 9:40 a.m. - 10:20 a.m.

  Basic Rules of Nursing Home Medicaid

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  Eric R. Oalican, Esq., Oalican Law Group LLC , Raynham
  
• 10:20 a.m. - 11:00 a.m.

  Elder Law Legislative & Policy Updates

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  Nomita Ganguly, Esq., Gregory & Associates , Boston
  
• 11:00 a.m. - 11:15 a.m.

  Networking and Refreshment Break
• 11:15 a.m. - 12:15 p.m.

  Community Benefits

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  Pamela B. Greenfield, Esq., Seegel Lipshutz Lo & Martin LLP , Wellesley Hills
  
• 12:15 p.m. - 1:00 p.m.

  Community Care Options for the Elder Client

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  Kate Granigan, MSW, LICSW, C-ASWCM, LifeCare Advocates LLC , Newton Center
  
• 1:00 p.m. - 2:00 p.m.

  Lunch (on your own)
• 2:00 p.m. - 2:50 p.m.

  Issues to Consider Regarding the House

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  Matthew J. Marcus, Esq., Colucci, Colucci, Marcus & Flavin, PC , Milton
  
• 2:50 p.m. - 3:35 p.m.

  Long-Term Care Insurance

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  David F. Keefe, III, CLU, ChFC, 4-Point Financial , Waltham
  
• 3:35 p.m. - 3:45 p.m.

  Networking and Refreshment Break
• 3:45 p.m. - 4:30 p.m.

  Planning for Incapacity & How Client Incapacity Impacts Your Practice

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  Pamela B. Greenfield, Esq., Seegel Lipshutz Lo & Martin LLP , Wellesley Hills
  
• DAY TWO
• 9:30 a.m. - 10:25 a.m.

  MassHealth Planning Strategies

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  Steven M. Cohen, Esq., Rubin and Rudman LLP , Boston
  
• 10:25 a.m. - 11:10 a.m.

  Nursing Home Residents Rights

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  Liane Zeitz, Esq., Law Office of Liane Zeitz , Waltham
  
• 11:10 a.m. - 11:30 a.m.

  Networking and Refreshment Break
• 11:30 a.m. - 12:15 a.m.

  Ethical Issues

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  ,
  
• 12:15 p.m. - 1:00 p.m.

  Elder Abuse

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  Betsey E. Crimmins, Esq., Mass Home Care Association , Malden
  
• 1:00 p.m. - 2:00 p.m.

  Lunch (on your own)
• 2:00 p.m. - 3:15 p.m.

  Introduction to Guardianship & Substitute Decision Making

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  Patricia Keane Martin, Esq., Seegel Lipshutz Lo & Martin LLP , Wellesley Hills
  
• 3:30 p.m. - 4:30 p.m.

  Hypotheticals & "Ask the Experts" Q&A Session

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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