| ELDER LAW INSTITUTE XVII
Medicaid Strategies for Advanced Long Range and Last Minute Crisis Planning
Sponsored with the Massachusetts Chapter of NAELA
Please Note: This course has already
been held.
Date: Friday, March 18, 2011
Location: Suffolk University Law School, 120 Tremont St., Boston, MA
Time: 09:00 AM - 04:45 PM
Faculty
Schedule/Agenda
Registration Information
Unable to attend but are interested in the course materials?
Purchase Here! |
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ABOUT THE CONFERENCE Elder clients consult you for advice about how to plan for long term care. Those with foresight seek advice early enough to incorporate the Medicaid 5-year look back into their planning. Those less fortunate seek advice at the last minute—when an elder needs long term care imminently or is already receiving it. Some elders are single—widowed, divorced, never married—others have a spouse. Although there are as many variations as there are clients, one way to view the various planning scenarios is to view elder planning as either Advanced Long Range or Last Minute Crisis and within each of those segments, as planning for couples or single elders. This annual Institute looks at planning strategies within those four groups—Advanced Long Range Planning for Couples and Singles and Last Minute Crisis Planning for Couples and Singles. The panelists walk you through various scenarios as they describe the Medicaid planning process from beginning to end going into depth about the best planning strategies and practices, when to recommend them, and how they are accomplished. When is it appropriate to use an Irrevocable Trust and what effect has the Doherty decision had on the use and format of such trusts? When is it appropriate to recommend a Pooled Trust for a Massachusetts elder and what is the status of transfers to such trusts by those who are over 65? Can an elder pay a relative to provide care to the elder and what are the risks and benefits of various techniques? Can elder couples really save all of their assets for the healthy spouse when one of them needs nursing home care? Is there any way to get long term care at home rather than go to a nursing home? ATTEND AND LEARN - How experienced elder law attorneys interact with their clients from start to finish of the Medicaid planning engagement
- How to decide which Medicaid planning strategies to recommend and how to implement them
- When certain strategies are appropriate and when they are not
- The latest developments in the law as they affect Medicaid planning strategies
WHO SHOULD ATTEND Experienced elder law attorneys should attend this program. Even if you have been practicing for years, you owe it to yourself and your elder clients to learn the best practices employed today in Medicaid Planning. Fasten your seat belts because the panelists will cover a lot of ground over the course of this all day program.
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Philip D. Murphy, Esq.
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Law Office of Philip D. Murphy |
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David J. Correira, Esq.
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Correira LLP |
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Todd E. Lutsky, Esq.
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Cushing & Dolan, PC |
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Leslie S. Madge, , Esq., CELA
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Leslie S. Madge, PC |
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Matthew J. Marcus, Esq., LL.M.
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Colucci, Colucci, Marcus & Flavin, PC |
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Harry S. Margolis, Esq.
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Margolis & Associates |
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Alex L. Moschella, Esq.
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Gosselin, Moschella, Kyriakidis & Tedesco PC |
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Suzanne R. Sayward, Esq.
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Samuel, Sayward and Baler, LLC |
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Ken W. Shulman, Esq.
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Law Office of Ken W. Shulman |
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| S C H E D U L E / A G E N D A |
| 9:00 |
WELCOME AND INTRODUCTIONS |
Philip D. Murphy, Chair
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| 9:10 |
BASIC UPDATES AND SPECIAL ISSUES |
Matthew J. Marcus
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| 9:50 |
ADVANCED PLANNING FOR HEALTHY SINGLE ELDER |
David Correira
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| 10:20 |
PANEL DISCUSSION OF SCENARIO |
David J. Correira, Todd E. Lutsky, Leslie S. Madge & Ken W. Shulman
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| 11:10 |
ADVANCED PLANNING FOR HEALTHY COUPLE |
Todd E. Lutsky
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| 11:40 |
PANEL DISCUSSION OF SCENARIO |
David J. Correira, Todd E. Lutsky, Leslie S. Madge and Matthew J. Marcus
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| 12:15 |
LUNCH BREAK (On Your Own) |
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| 1:15 |
CRISIS PLANNING SCENARIO-COUPLE, ONE HEALTHY AND OTHER ENTERING NURSING HOME |
Harry S. Margolis
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| 1:45 |
PANEL DISCUSSION OF SCENARIO |
Matthew J. Marcus, Harry S. Margolis Alex L. Moschella and Suzanne R. Sayward
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| 2:35 |
CRISIS PLANNING SCENARIO—SINGLE ENTERING NURSING HOME |
Suzanne R. Sayward
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| 3:05 |
PANEL DISCUSSION OF SCENARIO |
Harry S. Margolis, Alex L. Moschella, Suzanne R. Sayward and Ken W. Shulman
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| 3:40 |
PRACTICE MANAGEMENT & MARKETING-BEST PRACTICES APPROACHES |
Alex L. Moschella, Moderator, All Panelists
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| Date: |
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Friday, March 18, 2011 |
| Tuition: |
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Tuition is $199.00, $179.00 for Suffolk Alumni, attorneys admitted to the bar after 2009 and members of NAELA. CHECK PAYMENTS
If you would like to register with a check, the following link will lead you to a registration form. Please print out and send it along with your check to the address listed on the bottom of the form. Elder Law Institute Registration Form
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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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If for some reason you are not able to attend, you may send a substitute or call no later than the business day before to receive a re-fund less a $15.00 cancellation fee. Otherwise, you will receive the 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 RI, NH, VT and ME.
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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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Library 
