| Fundamentals of Elder Law Practice
Sponsored with the Massachusetts Chapter of the National Academy of Elder Law Attorneys
Please Note: This course has already
Date: Thursday, April 04, 11th, 18th, 25th & May 2nd & 9th, 2002
Location: Suffolk University Law School, 120 Tremont St., Boston, MA
Time: 04:00 PM - 07:45 PM
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 provide a solid foundation for both new attorneys and attorneys looking to expand their elder law 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.
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
~ All Sessions ~
Moderator: Michael F. Loring, Esq., Loring & Robinson, Scituate
~ Session One ~
Overview of Medicaid and MassHealth
Thursday, April 4, 4:00 to 7:45 p.m.
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, Esq., Moschella & Winston, LLP, Somerville
Ian S. Oppenheim, Esq., Oppenheim & Maire, LLP, Halifax
~ Session Two ~
Asset Protection and Medicaid Planning
Thursday, April 11, 4:00 to 7:45 p.m.
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.
David J. Correira, Esq., Law Offices of David J. Correira, Swansea & Providence
Matthew J. Marcus, Esq., Colucci, Colucci & Marcus, P.C., Milton
~ Session Three ~
Durable Power of Attorney, Health Care Proxy and Putting the Plan Together - Medicaid and Tax Issues
Thursday, April 18, 4:00 to 7:45 p.m.
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. Discussion topics include: durable power of attorney, estate plan petitions, health care proxy, living wills and ethical issues.Karol Bisbee, Esq., Law Offices of Karol Bisbee, Reading
Leslie Sleeper Madge, Esq., Law Offices of Leslie Madge, Acton
~ Session Four ~
Social Security and Supplemental Security Income (SSI)
Thursday, April 25, 4:00 to 7:45 p.m.
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, Esq., Greater Boston Legal Services
Neal A. Winston, Esq., Moschella & Winston, LLP, Somerville
~ Session Five ~
Guardianships & Conservatorships
Thursday, May 2, 4:00 to 7:45 p.m.
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?
Karen Hanesian, Esq., Ramsey & Hanesian, LLP, Hyannis
James G. Nelligan, Esq., MEDLAW, Somerville
~ Session Six ~
Medicaid Appeals and Fair Hearings
Thursday, May 9, 4:00 to 7:45 p.m.
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, Esq., Cohen & Oalican, LLP, Boston
John J. Ford, Esq., Neighborhood Legal Services, Lynn
Thursday, April 04, 11th, 18th, 25th & May 2nd & 9th, 2002
$249; $175 for members of NAELA and attorneys admitted since 1999. Tuition is $99 for an individual session. Tuition includes the course book and refreshments.
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.
Any cancellations received 24 hours prior to the program will be granted a refund, minus a $15.00 charge. If you cannot attend, you can send a substitute, otherwise you will receive the written course materials.
Suffolk University Law School, 120 Tremont St., Boston, MA
Approved for CLE Credit in RI, NH, VT, ME & NY.
If you have special needs addressed by the Americans with Disabilities Act, please notify us as soon as possible.
Directions to the Law School.