News & Events

2002-2003 Program Archive

• Dinner and Board Meeting—SOLD OUT!
  Date: Tuesday, January 14, 2003
  Time: 6:00 p.m.
  Location: Boston Marriott Newton Hotel, 2345 Commonwealth, Newton, MA
  Topic: "Recent Developments in Tax and Elder Law" Topics: New Massachusetts Estate Tax (Understanding, Planning, and Drafting); Life Estates and Basis Increase at Death after Federal Estate Tax Repeal; and New DMA Regulations, including New (old) calculation of the Community Spouse Resource Allowance and authority necessary to file an appeal from DMA decisions.
  Speakers: Karen B. Johnson, Emily S. Starr, and Mark W. Worthington
  NOTE: The topic previously scheduled for this date, "The Medicaid Spend down Process for Unmarried Persons," will likely be moved to the April or June meeting.
  Meeting Summary & Pictures
  
  
• Multi-Site Breakfast Meeting
  This program qualifies for 2 hours of credit towards the 6 hours required to be eligible to be appointed Guardian Ad Litem during 2004 in Probate Court Categories D, I, and Q. See Program Notice for details on how to qualify.
  Date: Tuesday, February 25, 2003
  Time: 8:30 a.m. to 10:30 a.m.
  Location:
  Country Club of Halifax, 100 Country Club Dr., Halifax, MA (781) 293-9061
  Holiday Inn Peabody, 1 Newbury St. (Rte. 1 Northbound), Peabody, MA (978) 535-4600
  Holiday Inn Marlborough, 265 Lakeside Ave., Marlborough, MA (508) 481-3000
  The Hotel Northampton, 36 Kink St., Northampton, MA (413) 584-3100
  Topic: "Representing the Spouse of Someone Who Is About to Be Admitted to a Nursing Home"
  Speakers:
  Country Club of Halifax - Brian E. Barreira, Esq., CELA, Plymouth; Ian Oppenheim, Esq., CELS, Halifax; Holly K. Harris, Esq., Norwell; Robert E. O'Toole, LICSW (Geriatric Care Manager)
  Holiday Inn Peabody - Mary McGee, Esq., (Moderator), Lynn; Natalie A. Simon, Esq., Gloucester; Matthew J. Marcus, Esq., Milton; Nancy Siegal (Geriatric Care Manager)
  Holiday Inn Marlborough - Harriett H. Onello, Esq., (Moderator), Lexington; Margaret Hoag, Esq., Concord; Emily S. Starr, Esq., Fitchburg/Worcester; Deborah Liss Finns, LICSW, Worcester (Geriatric Care Manager)
  The Hotel Northampton - Hyman G. Darling, Esq., (Moderator), Springfield; Michele Feinstein, Esq., Springfield; Cheryl Dunn, Esq., Springfield; Joseph Jackson (Geriatric Care Manager)
  
  
• Suffolk University Law School/Mass NAELA Elder Law Institute
  This program qualifies for 6 hours of credit towards the 6 hours required to be eligible to be appointed Guardian Ad Litem during 2004 in Probate Court Categories I and Q. This is not in the Program Notice. See Program Notice for February Multi-Site Breakfast meetings for details on how to qualify.
  Date: Friday, March 21, 2003
  Time: Registration 8:00 AM; Conference 9:00 AM to 4:30 PM
  Location: Suffolk University Law School, Boston, MA
  Topic: "Public Benefits Other Than Nursing Home Medicaid" The lesser known but increasingly important array of non-institutional-Medicaid benefits affecting seniors and the disabled, such as the various forms of MassHealth, social security based on another's work history, veterans' benefits, assistance living in the community, government housing, and resident's rights.
  
  
• Special Emergency Public Policy Committee Meeting re: the Romney Proposals
  Date: Thursday, March 27, 2003
  Time: 2:30 p.m.
  Location: Rosenberg, Freedman, & Goldstein, 246 Walnut Street, Newton, MA
  
  
• Dinner and Board Meeting
  Date: Tuesday, April 29, 2003
  Time: 6:00 p.m.
  Location: Boston Marriott Newton Hotel, 2345 Commonwealth Avenue, Newton, MA
  Topic: Proposed Changes to Medicaid — The Romney Budget; Now What Do We Tell Our Clients?
  Speakers: Brian E. Barreira, Esq., Plymouth, MA; Donald N. Freedman, Esq., Rosenberg, Freedman & Goldstein, Newton; David H. Jones, Esq., Rosenberg, Freedman & Goldstein, Newton; Susan H. Levin, Esq., Rosenberg, Freedman & Goldstein, Newton; Deborah H. Thomson, Esq., The PASS Group
  
  
• Dinner and Board Meeting
  Date: Tuesday, June 10, 2003
  Time: 6:00 p.m.
  Location: Boston Marriott Newton Hotel, 2345 Commonwealth Avenue, Newton, MA
  Topic: Divorce, Separate Support and Marriage: How does family restructuring affect long term care planning and estate planning?
  Speaker: Hariett Onello, Esq., Lexington, MA and Margaret O'Reilly, Esq., Belmont, MA

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