| Recent Developments, Medicaid Planning & Guardianship:
Seventh Annual New England Elder Law Symposium
Sponsored with the Massachusetts Chapter of the National Academy of Elder Law Attorneys
Please Note: This course has already
been held.
Date: Friday, October 15, 2004
Location: B.U. Corporate Education Center, Tyngsboro, MA
Time: 09:00 AM - 04:15 PM
Faculty
Schedule/Agenda
Registration Information
Unable to attend but are interested in the course materials?
Purchase Here! |
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Course Materials for Download
Directions_Tyngsboro_BU_1.pdf
Significant changes to the Medicaid laws have been made by courts and the legislatures of the New England states over the past year - some good, some bad, all important to elder law practitioners. Some of the changes include: - Connecticut’s refusal to recognize a federally sanctioned special needs trust as an exempt asset trust for determination of eligibility for the state’s supplemental program
- Maine’s proposed prohibition of the authority of probate judges to allow gifting by guardians and conservators, and proposed expansion of estate recovery to any assets owned wholly or partially by the benefits recipient, including jointly owned real estate
- Vermont’s new Power of Attorney law
- Block grants in New Hampshire
- Rhode Island’s decision to include out-of-state residences as countable assets
- Repeal of expanded estate recovery in Massachusetts
This program will advise attendees of these changes, inform them of the current status of the seminal cases in the elder law arena, and offer strategies for planning under the various changes. The program will include two workshop sessions offering participants the opportunity to brainstorm and learn from their fellow elder law practitioners. The morning workshop will focus on Medicaid Planning strategies under the then current Medicaid laws. The afternoon session will include a focus on guardianship issues and family law issues in the elder law practice.
Attend and Learn:
- The status of federal waiver legislation filed by various states, including Massachusetts and Connecticut
- Which planning strategies are still available and what new strategies have been developed in response to new eligibility rules
- How other elder law attorneys are advising their clients in this environment of uncertainty
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Kathleen E. Kienitz
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Carlin & Kienitz, Lewiston, ME |
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Whitney M. Lewendon, Esq.
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Coan, Lewendon, Gulliver and Mittenberger, LLC, New Haven, CT |
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Michael F. Loring, , Esq., Chair
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Scituate, MA |
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Liane Zeitz, Esq.
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Law Office of Liane Zeitz, Dedham |
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Ken W. Shulman, Esq.
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Law Office of Ken W. Shulman |
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Maureen E. Dunnigan
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Hardy, Tabor & Chudacoff, Pawtucket, RI |
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Donald N. Freedman
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Rosenberg, Freedman & Goldstein, Newton, MA |
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Karen B. Johnson
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Healy & Johnson, LLC, Holliston, MA |
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Suzanne R. Sayward, Esq.
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Samuel, Sayward and Baler, LLC |
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Edward Adamsky
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Adamsky Law Offices, Tyngsboro, MA |
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Ann N. Butenhof
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Law Office of Ann N. Butenhof, Manchester, NH |
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Steven M. Cohen
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Cohen & Oalican, LLP, Boston, MA |
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Holly K. Harris
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Law Office of Holly K. Harris, Norwell, MA |
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John E. Laboe, Esq.
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Laboe Associates, PLLC, Concord, NH |
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Timothy R. Loff
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Law Offices of Timothy R. Loff |
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Stephen J. Spano, Esq., MBA, JD, CELA
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Law Office of Spano & Dawicki, Saugus |
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Deborah J. Tedford, Esq.
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The Law Office of Tedford & Ceddia, PC, Mystic, CT |
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Martin C. Womer, Esq.
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Maine Center for Elder Law, LLC, Kennebunk, ME |
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| S C H E D U L E / A G E N D A |
| 9:00 |
Welcome and Introductions |
| Neal Winston, President Massachusetts Chapter of NAELA
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| 9:10 |
Plenary Session: Highlights from New England States Regarding New and Interesting Developments |
| Moderator, Michael F. Loring Connecticut-Sandra Sherlock-White
Waivers, State legislation regarding income only, transfer liability and Medicaid eligibility, annuities Vermont-Dianne Rosen Palmerine
Estate recovery, savings bonds Maine-Kathleen Kienitz
Pooled trusts, estate recovery, gifting in Medicaid cases, Houses in Trust Rhode Island-Maureen E. Dunnigan
Out of state residences, trends in resource recovery New Hampshire-Edward Adamsky
Annuities, guardianship rules regarding gifting, distribution from Special Needs Trusts. Block grants for Medicaid Massachusetts-Donald N. Freedman
Expanded state recovery, waivers, income first
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| 11:20 |
Worshops-Case Study on Medicaid Planning under Current Rules |
Ann N. Butenhof, NH
Dianne Rosen Pallmerine, VT
Steven M. Cohen, MA
J. Katherine Scott, RI
Holly K. Harris, MA
Ken W. Shulman, MA
Karen B. Johnson, MA
Stephen J. Spano, MA
John E. Laboe, NH
Deborah J. Tedford, CT
Whitney M. Lewendon, CT
Martin C. Womer, ME
Timothy R. Loff, MA
Liane Zeitz, MA
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| 1:00 |
Luncheon and "Unprogram" |
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| 2:40 |
Worshops-Case Study on Guardianship and Family Law Issues |
Ann N. Butenhof, NH
Dianne Rosen Pallmerine, VT
Steven M. Cohen, MA
J. Katherine Scott, RI
Holly K. Harris, MA
Ken W. Shulman, MA
Karen B. Johnson,MA
Stephen J. Spano, MA
John E. Laboe, NH
Deborah J. Tedford,CT
Whitney M. Lewendon,CT
Martin C. Womer, ME
Timothy R. Loff, MA
Liane Zeitz, MA
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| Date: |
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Friday, October 15, 2004 |
| Tuition: |
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Tuition is $199; $179 for attorneys admitted to the Bar after 2001, members of NAELA and education subscribers and members of GCM-NE. Course book, a continental breakfast and luncheon 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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B.U. Corporate Education Center, Tyngsboro, MA
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| Credit: |
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CREDIT: Approved for CLE Credit in NY, RI, NH, VT & 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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|
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