| Fundamentals of Elder Law Practice
Sponsored with the MA Chapter of the National Academy of Elder Law Attorneys
Please Note: This course has already
been held.
Date: Thursday, November 20, 2003
Location: Suffolk University Law School, 120 Tremont St., Boston, MA
Time: 04:00 PM - 08:00 PM
Schedule/Agenda
Registration Information
Unable to attend but are interested in the course materials?
Purchase Here! |
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Fundamentals of Elder Law Practice is an in-depth, interactive, six-part series, which is taught by leading elder law attorneys. As an elder law practitioner, you need to have a firm understanding of Medicaid, asset protection, Social Security and Supplemental Security Income (SSI), guardianships and conservatorships. You need to know how to prepare clients for health care decision making and advise about complicated tax issues. This course will also address how recent Medicaid changes will affect your practice. This course will utilize case studies and problems to teach the basic principals and "how to's" every elder law attorney needs to know. Ample time will be allotted to each topic for an in-depth discussion and an opportunity to ask questions. Fundamentals of Elder Law Practice is the only comprehensive course which provides a solid introduction to elder law practice. Participants will have an opportunity to file a Medicaid application and witness a mock fair hearing. You will also learn about the difficult ethical issues associated with elder law practice.
Who Should Attend:
- New attorneys interested in exploring a practice in elder law
- Attorneys with some experience in elder law, who may want to gain an understanding of, or expand their practice to include specific areas of elder law practice
- Experienced paralegals with knowledge of elder law are encouraged to attend this course, or specific sessions which relate to aspects of their job
Attend and Learn:
- How to navigate the Medicaid application process
- Specific transfer rules and potential problem areas
- How to preserve assets against the cost of long-term care
- The different kinds of guardianships/conservatorships
- The ins and outs of Social Security Insurance Benefits and Supplemental Security Income
- Regulatory framework and the mechanics for the Medicaid fair hearing process
| S C H E D U L E / A G E N D A |
| 10/16 |
Session I - Overview of Medicaid & Masshealth |
| Session I will provide an overview of Medicaid and MassHealth, which includes a discussion of the rules and regulations, the eligibility process and HEFA's 1994 instructions concerning the treatment of trusts and asset transfers. Attend and learn specific transfer rules and problem areas: life estate and remainder interests; joint accounts; non-bank accounts; gifts; transfers over $1,000; annuities. This session will also review the Medicaid application process.
Alex L. Moschella, CELA*
Moschella & Winston, LLP, Somerville
Ian S. Oppenheim, CELA*
Oppenheim & Maire, LLP, Halifax
|
| 10/23 |
Session II - Asset Protection And Medicaid Planning |
| Attend and learn how to preserve assets against the cost of long-term care, including both cash and the family home. Topics covered will include protecting assets through transfers of cash, real estate, the resulting Medicaid eligibility issues, and the practical issues that most commonly arise when dealing with families and asset transfers.
Margaret A. Hoag, Mendel & Associates, Newton
Matthew J. Marcus, Colucci, Colucci & Marcus, P.C., Milton
|
| 10/30 |
Session III - Social Security And Supplemental Security Income (SSI) |
| Attend and learn the ins and outs of Social Security Insurance Benefits and Supplemental Security Income. Discussion will include basic eligibility, Medicare/Medicaid and new trust and transfer rules.
Linda L. Landry, Disability Law Center, Boston
Neal A. Winston, CELA , Moschella & Winston, LLP, Somerville
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| 11/6 |
Session IV - Guardianship & Conservatorships |
| Attend and learn: who needs a guardianship or conservatorship; different kinds of guardianships; authority; how long does it take to get a guardianship/conservatorship; who will be the guardian/ conservator; does the guardian/conservator get paid for their work; how is the long-term care facility protected by the guardianship/ conservatoship?
Karol A. Bisbee, Law Offices of Karol Bisbee, Reading
Karen Hanesian, Ramsey & Hanesian, LLP, Hyannis
Susan P. Wall, Stern, Keilty & Wall, Salem
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| 11/13 |
Session V - Putting It All Together: Estate Planning, Medicaid And Taxes |
| Attend and explore a real world fact pattern involving a typical couple with children, a single person with and without children, and a client with a disabled child. Apply tax and Medicaid strategies to each. Learn the nuts and bolts of crisis planning and non crisis planning utilizing Wills, Trusts and Durable Power of Attorney.
Leslie Sleeper Madge, CELA
Law Offices of Leslie Madge, Acton
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| 11/20 |
Session IV - Medicaid Appeals And Fair Hearings |
| Attend and learn the regulatory framework and the mechanics for the Medicaid fair hearing process. Case scenarios will present typical issues that give rise to fair hearing requests, including a Medicaid applicant with an interest in a trust, a dispute over countability or accessibility of assets, a request for an increased spousal income and asset allowance, delays in the application process ("re-stamping") and a nursing home discharge. Program faculty will conduct a mock fair hearing involving one or more of these issues.
Rebecca J. Benson, Cohen & Oalican, LLP, Boston
John J. Ford, Neighborhood Legal Services, Lynn
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| Date: |
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Thursday, November 20, 2003 |
| Tuition: |
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Tuition is $249; $199 for attorneys admitted to the Bar after 2000, paralegals, members of NAELA. Tuition is $99 for an individual session. Course book and refreshments included in the tuition charge.
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| Walk-Ins: |
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Space is limited. Registrations at the door are welcome, but please register in advance to reserve a seat and your written course materials or call to confirm space availability.
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| Refunds: |
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Written requests for cancellations received via fax or email 24 hours prior to the program will be granted a refund, minus a $15 charge. If you cannot attend, you can send a substitute, otherwise you will receive the written course materials.
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| Location: |
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Suffolk University Law School, 120 Tremont St., Boston, MA
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| Credit: |
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Approved for CLE Credit in NY, RI, NH, VT & ME and includes two (2) hours of ethics credit. It has also an approved program by the Probate & Family Court for 4 credits per session under Categories D and R.
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Special
Needs: |
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If you have special needs addressed by the Americans with Disabilities Act, please notify us as soon as possible.
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Directions to the Law School.
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Unable to attend but are interested in the course materials?
Purchase Here! |
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|
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