Product Description

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 longterm 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 be well-prepared to address your elder clients’ complex, myriad needs. 

Agenda & Materials

• Day One: Monday, March 25th 2024
• 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., 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

  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, March 26th
• 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

  Adam C. LaFrance, Esq., Office of Bar Counsel, Massachusetts Board of Bar Overseers , Boston
  
• 12:15 - 1:00 pm

  Elder Abuse

  Rachel S. 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., Seegel Lipshutz Lo & Martin LLP , Wellesley Hills
  
• 3:15 - 3:30 pm

  Break
• 3:30 - 4:30 pm

  Hypotheticals, "Ask the Experts" Q&A Session and Key Takeaways

  Panel
  

Special Program Materials:

• Elder and Disability Law in Massachusetts

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