Product Description

Have you ever wanted to better understand the various estate planning vehicles practitioners use to protect real estate from the dreaded MassHealth lien? Many estate planning attorneys shy away from these cases because they don’t feel confident in drafting documents that would ensure this protection for their aging clients. Moreover, they are unsure which tools to use when, how each option impacts their client for income tax or probate purposes and how or when the five-year lookback period applies. This program attempts to demystify the MassHealth lien, and how you can weave this planning into your own practice. 

PROGRAM SPONSOR

Agenda & Materials

• 9:30 - 9:40 am

  Welcome and Introduction

  Pamela B. Greenfield, Esq., Birchgrove Law Collaborative LLC , Needham
  Eric R. Oalican, Esq., Oalican Law Group LLC , Raynham
  
• 9:40 - 10:00 am

  When Is Real Estate a Countable v. Non-Countable Asset?

  Panel
  
• 10:00 - 10:10 am

  How and When Are MassHealth Liens Placed and Collected?

  Panel
  
• 10:10 - 10:20 am

  Key Components of an Irrevocable Income-Only Trust

  Panel
  
• 10:20 - 10:40 am

  Life Estate Deeds, Joint Deeds, Testamentary Trusts, Revocable Trusts, and Realty Trusts (Oh, My!)

  Panel
  
• 10:40 - 11:00 am

  Other Assets Possibly Subject to a MassHealth Lien

  Panel
  
• 11:00 - 11:20 am

  Income and Estate Tax Considerations

  Panel
  
• 11:20 - 11:30 am

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

  Panel
  

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.

Chair

Faculty