News & Events
Committee & Board Meetings
Calendar of Mass NAELA Meetings
and Events
- Save the Date - Dinner and Board Meeting - April 7, 2010
- Multi-site Breakfast Meeting - February 23, 2010
Topic: Your Aging Estate and Medicaid Planning Clients Living in the Community: Support from the Local Aging Services Access
Points, Area Agencies on Aging, and Elder Protective Services
Time: 8:30 - 10:00 a.m.
Location:
Country Club of Halifax, 100 Country Club Dr., Halifax,
MA
Holiday Inn, 265 Lakeside Ave., Marlborough,
MA
The Hotel Northampton, 36 King St., Northampton, MA
Holiday Inn, One Newbury St. (Rte. 1 Northbound),
Peabody, MA
Speakers:
Halifax: Phil Murphy, Esq., Site Coordinator/Moderator, Dorothy A. Slack, R.N., Old Colony Elder Services, Brockton, MA, S.H.I.N.E.
Counselor and Clinical Director, Amy Jorud, MSW, LCSW, Coordinator of Clinical Development for Aging and Disabled Services, of South Shore Elder Services, Inc., Braintree, MA and Kate Granigan, MSW, LCSW, CASWCM, Overlook C.A.R.E., LLC, Hingham, MA
Marlboro: Daniel Tremblay, Esq., Site Coordinator/Moderator, Maura Moxley, Healthy Aging Program Manager, BayPath Elder Services, Inc., Marlborough, MA, Eileen O’Brien, Director of Information Referrals, Central Mass. Agency on Aging, West Boylston, MA, Mary Parenteau, Protective Services Program Manager, Elder Services of Worcester, Worcester, MA, and Sally Kaitz, MSW, LCSW, CASWCM, Kaitz & Siegel, Framingham, MA
Northampton: Paula Almgren, Esq., Site Coordinator/Moderator, Deborah Hollingworth, LSW, Geriatric Resources Advisor, S.H.I.N.E. Counselor, Greater Springfield Senior Services, Inc., Springfield, MA, Amy Goodrich, Protective Services Programs Manager, Elder Services of Berkshire County, Inc., Pittsfield, MA, Jill Lebar, MA, LMHC, CMC, Creative Alliances, Inc., Williamstown, MA
Peabody: Patrick Curley, Esq., Site Coordinator/Moderator, Kathy-Elise Learned, Caregiver Support Specialist, Mystic Valley Elder Services, Brian T. McDonald, Manager, Protective Services/Elders at Risk, Mystic Valley Elder Services, Sharyn Russell, MSW, LICSW, CASWCM, Andover, MA
Program Summary: Nursing home admissions are declining. Chronic care at home is becoming the norm. Knowing the options for clients is more important than ever. Do you know the services your local ASAP, AAA and EPS offer – beyond MassHealth? What programs and benefits are available? Who can apply? How does the attorney initiate the referral process? How are fees and payment determined? How does MassHealth fit in, if at all? When does Elder Protective Services come into play? Can a Geriatric Care Manager help? This program is designed for people doing or wanting to do more work with elders living in the community, or those who want to recognize the red flags to know when to point their clients in a different direction. The program is geared toward attorneys, geriatric care managers, and others working with seniors and their caregivers.
The Annual Multi-Site Breakfast is open to MassNAELA members as well as non-members. Additionally, members of the New England Chapter of the National Association of Professional Geriatric Care Managers may register at the member rate! If you are not a member of National NAELA and the Massachusetts Chapter, and are a licensed attorney or law student, consider joining now. For membership information, visit our website www.MassNAELA.org and click on "Become a Member." If you are not a member of the New England Chapter of the National Association of Professional Geriatric Care Managers, visit their website www.GCMNewEngland.org and click on "How to Join GCMNE".
Directions to The Hotels
- Dinner and Board Meeting - January 19, 2010
Time: Pre-Dinner Program 5:00 p.m.; Program 6:00 p.m.
Location: Westin Hotel Waltham-Boston; 70 Third Ave., Waltham, MA
Topic: After the MassHealth Application is Approved: Post-Approval Issues
Speakers: James R. Loughman,
Liane Zeitz, and
Margaret A. Hoag
Pre-Dinner Program Summary: The new State Regulations for the Protection of Personal Information (201 CMR 17) are the strictest
in the country and were specifically drafted to affect businesses of all sizes – from solo practitioners
to public corporations. In a no-nonsense manner, Frank Vincentelli with IT Solutions in Waltham will
discuss how these regulations affect small to midsize businesses and the most common areas of risk
(from both technology and business perspectives). The presentation will provide a roadmap to
compliance and will include practical advice on implementing the technologies mentioned by the
Regulations (such as encryption and strong authentication) easily and cost-effectively.
Program Summary: As MassNAELA members, we work very hard to help our clients plan for MassHealth eligibility and
apply for and be approved to receive MassHealth benefits. This program will take you through the
steps you should take, and the issues you may encounter, after your client has been approved for
MassHealth benefits. The speakers will review immediate post-approval steps that should be taken,
such as advising clients regarding the patient paid amount, health insurance payments, prescription
coverage issues, re-titling assets, and planning for the community spouse. The program will also
include a review of typical matters that arise while a client is receiving MassHealth benefits, such as
responding to MassHealth's annual review request, managing rental property, and distributions from
pooled trust accounts. Events that may disrupt MassHealth eligibility will also be discussed, such as
an inheritance or the sale of real estate. Finally, the program will review matters that may need to be addressed when a MassHealth recipient passes away, including releasing lifetime liens on real estate
and the steps that must be taken to respond to an estate recovery claim.
Directions to The Westin Hotel Waltham-Boston
- Annual Meeting - December 1, 2009
Time: Pre-Dinner Program 5:00 p.m.; Program 6:00 p.m.
Location: Westin Hotel Waltham-Boston; 70 Third Ave., Waltham, MA
Topic: Annual Meeting
Speaker: National NAELA President Elect, Ruth Phelps, CELA
Pre-Dinner Program Summary: Last month we gave you a taste of the usefulness of the MassNAELA website. If you had questions we didn't have time to get to, this pre-dinner program is for you! We'll access the site during this session and walk you through logging in and searching for topics of interest. We'll also show you how to find fellow colleagues, and the other resources available to you. Bring your questions, and we'll get them answered.
Program Summary: It's time to honor and applaud our own, bring the new officers and directors on board (pun intended), meet the National NAELA President Elect, Ruth Phelps, and generally have a good old fashioned fun time. Who will be Member of the Year? Who will be honored as Legislator of the Year? Who will be named the Arthur Stavisky recipient? You'll have to be there to find out, or read about it in the paper the next day.
National NAELA President Elect, Ruth Phelps, CELA will be our keynote speaker. She will update us on the future of NAELA, as well as its focus on estate tax and healthcare reform. Susan Levin and Deborah Thomson will also update us on the goings on at Beacon Hill, budget cuts and legislative initiatives.
Directions to The Westin Hotel Waltham-Boston
Location: Suffolk University Law School, 120 Tremont St., Boston, MA
Time: 09:00 a.m. - 04:30 p.m.
- November 4, 2009 - Please join the New England Chapter of the National Association of Professional Geriatric Care Managers(GCMNE) & The Massachusetts Chapter of The National Association of Elder Law Attorneys (Mass NAELA) for an exciting Co-sponsored program including a half day of education and networking.
Time: 8:00 a.m. - 12:30 p.m.
Location: Heritage at Framingham
747 Water Street, Framingham, MA 01701
Rights of Nursing Home Residents: Legalities and Realities
Presenters: Rebecca J. Benson, Esq.
Margolis & Bloom
Emily Saltz, LICSW, CMC
Elder Resources
Creating Family Care Contracts: The Legal & Care Management components
Presenters: Emily Star, CELA
Ciota, Starr & Vander Linden, LLP
Deborah Liss Fins, LICSW, CMC
Deborah Fins Associates, PC
This is a FREE event to members and will fill up fast! Space is limited.
- Litigation Initiative - Litigation Training Workshop - October 28, 2009
Time: Registration: 8:30 – 9:00 a.m.
Workshop: 9:00 a.m. – 5:00 p.m.
Location: Heritage at Framingham
747 Water Street, Framingham, MA 01701
Speakers: William Brisk, Esq., Newton Centre, MA; John J. Ford, Esq., Lynn, MA; Carol Cioe Klyman, Esq., Springfield, MA
As part of the Chapter's new, ongoing Litigation Initiative, MassNAELA will conduct a full day workshop session on effective litigation strategies to respond to MassHealth post-Deficit Reduction Act policies and procedures.
It will cover issues MassNAELA members need to know in advance of preparing applications, anticipating issues/problems, avoiding hearings, preparing for and advocating at the unavoidable "unfair" hearing, post-hearing-decision administrative strategies, litigating G.L. c. 30A complaints for judicial review, pleadings, motions, briefs, court procedures and appearances, filing for attorneys' fees after success, and Appeals Court procedures.
MassNAELA's first Litigation Training Workshop will provide attendees with the tools to respond to the egregious decisions and actions of MassHealth in this post Deficit Reduction Act (DRA) environment. The program will teach those MassNAELA members who choose to take advantage of this opportunity the most effective way to address situations involving transfers of assets and violations of due process. Attendees will learn the best practices for preparing the application, filing the administrative appeal and seeking judicial review.
Please photocopy the registration information and submit a separate form for each registrant.
Directions to Heritage at Framingham
-
Dinner and Board Meeting - October 22, 2009
Time: Pre-Dinner Program 5:00 p.m.; Program 6:00 p.m.
Location: Westin Hotel Waltham-Boston; 70 Third Ave., Waltham, MA
Topic: The Uniform Probate Code in Action
Speakers: Mark A. Leahy, Esq.; Benjamin F. Harley, Esq.
Pre-Dinner Program Summary: Practical Social Media Strategies for Small to Medium Sized Law Offices. This is an intermediate level presentation, focusing less on the nuts of bolts of social media and more on actually using popular social media applications and strategies to promote and grow your practice. Local social media expert, Laura Briere, CEO & founder of Vision Omnimedia, LLC in Worcester, will be presenting. Can't seem to find the time to implement a proper social media campaign? She's got a solution for you there too. In this economy where we all have to make tough decisions on where to spend our advertising dollars, why not get an even bigger bang for your buck (or free!) with a virtual marketing campaign?
Program Summary: Four months after the Guardianship provisions of the law took effect, what's different? What's the same? What's on the horizon for July, 2011?
Learn how to navigate the guardianship and conservatorship process in this program featuring Attorney Mark Leahy, the reporter for the Massachusetts Uniform Probate Code drafting committee, and Manager Benjamin Harley, Esq., a judicial case manager who has been appointed by the Governor to serve on the MUPC Estate Working Group, and the Article V Working Group.
Directions to The Westin Hotel Waltham-Boston
- Elders in the Fast Lane: Addressing Interstate Issues - October 2, 2009
12th Annual Northeast Elder Law Symposium
Sponsored with the Massachusetts Chapter of NAELA
Location: Suffolk University Law School, 120 Tremont St., Boston, MA
Time: 09:00 a.m. - 05:00 p.m.
Course description and registration page
-
Dinner and Board Meeting - September 16, 2009
Time: Pre-Dinner Program 5:00 p.m.; Program 6:00 p.m.
Location: Westin Hotel Waltham-Boston; 70 Third Ave., Waltham, MA
Topic: Impact of Doherty on Irrevocable Trust Planning
Speakers: Robert Gorfinkle, Esq., Ian Oppenheim, Esq., Emily Starr, Esq., and Mark Worthington, Esq.
Pre-Dinner Program Summary: Caregiver Homes is a Massachusetts state-licensed, community-based alternative to nursing home placement and is sponsored through MassHealth. Here’s how it works: The caregiver lives with their family member or loved one and is responsible for his or her care. Caregiver Homes will pay the caregiver for providing that care and provide them with the nursing and care management support they need to care for that person. Our presentation will help you to understand who can be a client and caregiver, what the caregiver does, and how the process of joining our program works from start to finish.
Program Summary: Drafting trusts in a post-Doherty world: provisions to exclude, powers to keep, assets and transactions, what to do about trusts that you've already drafted, and what we might expect from MassHealth given the decision. Attend this program to learn what you should be doing or changing in light of the decision.
Directions to The Westin Hotel Waltham-Boston
This interim summer webinar will take a close look at the proceedings leading up to the Doherty decision, dissect the decision, and get you ready for the MassNAELA September dinner program: Irrevocable Trusts in a Post-Doherty World.
This webinar will NOT answer questions about how to draft irrevocable trusts now, what to do with trusts you've already drafted, or discuss retained powers, and specific trust language.
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