One of the principal planning techniques to protect a home from the potential costs of long-term care is to put it into a life estate. Like anything else in the law, life estates have their benefits and consequences.
MassHealth has many programs available to help seniors stay at home with services and supports instead of being forced to move to a skilled nursing facility for support. This is typically what our seniors prefer and bonus, it also costs the Commonwealth of Massachusetts a lot less money to pay for care at home than for care in a skilled nursing facility.
Two end of year developments in the area of disability planning – expansion of eligibility for ABLE accounts and new regulation to pooled disability trusts.
Join Lori Howell, Owner of Howell Medicare Advisors, LLC, as she discusses how individuals can best navigate the maze of Medicare rules and options.
While a recent decision in the case of Paul A. DeVico, et al. v. Annmarie Sullivan (Mass. App. Ct., No. 21-P-779, June 1, 2022) deals only with whether it is time-barred due to the statute of limitations, it involves an issue that often arises in the realm of Medicaid planning.
Jennifer Pilcher Ph.D, head of Clear Guidance Consulting and Care Management. This program will help you learn how to help your clients and their families detect, evaluate, and approach suspected cognitive impairment.
Karen Wibbeler-Nelson was the primary caregiver for her father-in-law, Andrew Nelson, who died at age 76 in August 2020. By all accounts, the conditions in the house they shared with Karen’s husband and Andrew’s son, Robert Nelson, a friend of theirs, their 16-year-old daughter, and 45 dogs and cats, were deplorable. Andrew died from sepsis resulting from bed sores. Adult protective services had investigated and closed its case four months before Andrew’s death after the house was cleaned of feces left by the animals.
In this discussion with Tricia C. D’Agostino she answers your pressing legal questions about estate and long-term care planning.
Massachusetts should follow California’s lead of eliminating asset limits on eligibility for MassHealth (Medicaid). Have more questions? Call 781-705-6400
Learn all the law you need to know to work with your older clients and those with disabilities. You’ll also receive four CEU credits. www.margolisbloom.com
Contact Us
Margolis Bloom & D’Agostino
100 William Street, Suite 220
Wellesley, MA 02481
781-705-6400
Boston: 617-267-9700
Norwood: 781-769-3110
News + Events
Join us at 12pm EST on Thursday, April 13th for a live town hall with financial advisor, Nora Yousif and our partner, Patrica C. D’Agostino, as they
