MassNAELA Elder Law Institute XXVIII

MassNAELA Elder Law Institute XXVIII

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MCLE, New England

10 Winter Place

Boston, MA 02108

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Event description
Elder Law Institute XXVIII: What You Need to Know About Real Estate and Medicaid!

About this event

Please note that this event is limited to 140 in-person participants. However, the event will be streamed, and if you can't participate live a video recording and the materials will be provided to everyone that registers.

Panelists and Topics:

Institute Committee

Abigail Poole, Esq., Chair, Sabrina Kane, Esq., Natalie Simon, Esq., Brandon Walecka, Esq.

Topics:

• Using life estate deeds, calculating the remainder/life estate values, and implications of selling during a MassHealth Member’s lifetime;

• The status of pending legislation regarding life estates;

• Using irrevocable trusts after recent SJC decisions. Provisions to include or not, and estate, gift, and income tax considerations;

• How to use reverse mortgages in connection with life estate deeds and irrevocable trusts;

• How these strategies can be combined; and

• What can be done when clients have other property? Secondary homes, out-of-state property, family cottages, multiple rental properties, vacant land, etc.

Presenters:

Keynote Address Provided by C. Grace Whiting, JD, Executive Director of NAELA

Gina Barry, Esq.

E. Spencer Ghazey-Bates, Esq.

Todd E. Lutsky, Esq.

Stephen Pepe, Esq.

Daniel Suprenant, Esq.

**Although refunds may be issued at MassNAELA’s discretion, EventBrite registration fees cannot be refunded.**

***Please note to pay at the door or by check, you will be able to choose the appropriate option on the check-out page. Under the ‘Payment Method’ category the default option is Credit/Debit Card, but this can be changed to the desired method of payment.***

By registering you are consenting to share your e-mail address with the event sponsors. If you do not wish to have your e-mail address shared, please e-mail Clarence@MassNAELA.com directly.

Date and time

Location

MCLE, New England

10 Winter Place

Boston, MA 02108

View Map

Refund policy

Contact the organizer to request a refund.

Eventbrite's fee is nonrefundable.

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