Registration: 8:00 - 8:30 am
Morning Session: 8:30 am - 12:00 pm
Lunch (On your own): 12:00 - 1:00 pm
Afternoon Session: 1:00 - 5:00 pm
MassHealth Long-Term Care Update
MassHealth qualification strategies
• Proposed regulation update
• Advanced planning strategies in 2019: trusts, life estate deeds,
caregiver contracts, lease agreements
• Crisis planning strategies in 2019: annuities, pooled trusts, sole benefit trusts,
caretaker child deeds, joint interest transfers
Navigating the Continuum of Care from Both a Financial
and Clinical Perspective and Why Every Elder Law Attorney
Needs an Aging Life Care Advocate
P. Greenfield, J. Pilcher
Overview of community-based care options
Integrating public benefits to help finance community-based care
How to collaborate with aging life care advocates to address clinical concerns
How to manage complex family dynamics surrounding placement and care
The MassHealth Application Process
Obtaining verifications and preparing the application
Meeting deadlines and setting client expectations
Understanding MassHealth notices and maintaining eligibility
Long-Term Care Insurance
How creative is the long-term care industry, really?
What options are available in the long-term care insurance arena?
Long-term care insurance exemption
MassHealth Issues in the Probate Court
Conservators authority to engage in long term care planning
When can you use declaratory judgment actions
Explaining long term care planning to the probate court
Filing MassHealth applications as a conservator
Cries and Whispers:
Negotiating Estate Recovery Claims and Representing Clients
at Administrative and Judicial Proceedings
C. Klyman, L. Neeley
The art and science of negotiation with the estate recovery unit and
general counsel/attorney general’s office
Best practices for representing clients at the board of hearings and in superior court
administrative appeal cases
Fair hearing and judicial appeal basics
Estate recovery basics
Exceptions to estate recovery: long term care insurance, waivers and deferrals
The Medicaid annuity conundrum: dealing with contested beneficiary designation claims
Litigating disputed estate recovery claims
Who Should Attend
- Certified Financial Planners
Certified Public Accountants
8.0 CPE Hours
Non-Credit Massachusetts CLE
7.0 New Hampshire CLE Hours
8.0 New York CLE Hours
7.0 Vermont CLE Hours
Certified Financial Planners
8.0 Continuing Ed. Hours
Continuing Education Credit Information
This seminar is open to the public and offers continuing education credit to attorneys, accountants and financial planners.
The Massachusetts Board of Public Accountancy accepts courses from providers that are members of NASBA’s National Registry of CPE Sponsors. This course offers 8.0 intermediate level CPE hours in the area of specialized knowledge. A basic understanding of health insurance is recommended and no advance preparation is required.
HalfMoon Education Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org. Sponsor No. 103015.
This course offers a non-credit CLE opportunity to Massachusetts attorneys. Massachusetts does not require CLE.
This course 7.0 CLE hours to New Hampshire attorneys. Courses are no longer subject to preapproval in New Hampshire. HalfMoon Education is an approved CLE provider for Vermont attorneys and this course offers 7.0 CLE hours.
HalfMoon Education Inc. is certified by the New York State CLE Board as an Accredited Provider of CLE programs. This traditional format course offers 8.0 CLE hours, consisting of 8.0 Areas of Professional Practice hours, which are appropriate for new and experienced attorneys.
HalfMoon Education Inc. is a CFP Board-registered continuing education sponsor. The Certified Financial Planner Board of Standards, Inc. has granted 8.0 hours of continuing education credit for the completion of this seminar.
Attendance will be monitored, and attendance certificates will be available after the seminar for most individuals who complete the entire event. Attendance certificates not available at the seminar will be mailed to participants within fifteen business days.
Matthew P. Albanese
Matthew P. Albanese is the founding attorney of Albanese Law, LLC, in Milton and concentrates his practice in estate planning, elder law, mental health law and disability law. He serves as president of the Massachusetts Chapter of the National Academy of Elder Law Attorneys, served as chair of their 24th Annual Elder Law Institute, has written articles on estate planning and frequently lectures on estate planning techniques and long term care planning. Prior to his employ in private practice, Mr. Albanese served as the legal counsel to the Massachusetts House of Representatives Committee on Medicaid. He was appointed by the Governor of the Commonwealth of Massachusetts to serve on the Massachusetts Elder Economic Security Commission.
Carol Cioe Klyman
Carol Cioe Klyman is a shareholder of Shatz, Schwartz and Fentin, PC. She concentrates her practice in elder law, estate planning, special needs trust planning, preparation of estate and gift tax returns, estate settlement, guardianships, trust and estates litigation, and MassHealth appeals. Ms. Klyman is editor-in-chief of the NAELA Journal, a fellow of the American College of Trust and Estates Counsel, a fellow of the American Bar Foundation, a member of the National Academy of Elder Law Attorneys and past vice president and board member of the Massachusetts chapter of NAELA. Prior to entering law, she worked as a journalist and editor.
Pamela B. Greenfield
Pamela B. Greenfield is the founder of Greenfield Planning Group, LLC. Prior to opening GPG in July 2018, she headed the elder law department at Samuel, Sayward and Baler, LLC, where she continues to serve as of counsel to the firm. Attorney Greenfield focuses her practice in elder law, asset protection planning and complex MassHealth applications and appeals. She additionally represents families and skilled nursing facilities in guardianship and conservatorship matters as well as probate and estate administration. Attorney Greenfield is also an estate planning attorney for clients of all ages. Attorney Greenfield is an active a member of the National Academy of Elder Law Attorneys, Massachusetts Chapter, where she currently serves on the Board of Directors and as vice president.
Susana Lannik founded her firm, Lannik Law, LLC, which concentrates in the areas of elder law, estate planning, probate of estates and guardianships. She is co-author with Debbie Papay of Bloopers in Estate Planning and Elder Law. She also creates and updates a Consumers’ Guide to Asset Protection and Long-Term Care Options for her clients. Last May Ms. Lannik co-authored an article with attorney Bill Brisk in Estate Planning magazine called “Long-Term Care Insurance Crisis Calls for Creativity.” She is a graduate of Boston University (MA), and Suffolk University Law School (JD).
Patricia Keane Martin
Patricia Keane Martin is a partner at Seegel Lipshutz & Lo, LLP concentrating her practice in the areas of estate planning, elder law, probate and trust administration. She has extensive experience with all aspects of probate litigation involving will contests, estate administration disputes, trust and fiduciary disputes, and contested guardianships and conservatorships. She is an active member of MassNAELA in which she serves as co-chair of the advocacy committee and serves on the board of directors. MassNAELA awarded her with the John J. Ford Advocacy Award in 2014 and 2015 as well as NAELA Chapter member of the year in 2018.
Amy L. McIntyre
Amy L. McIntyre is paralegal at Mirick O’Connell in Worcester, Massachusetts, in the Trust and Estates Department. She concentrates in the asset restructuring process and the MassHealth qualification of elders seeking community-based and long-term care benefits, as well as trust and estate administration matters. She received her master of science degree in Management from Worcester State University. Ms. McIntyre is a member of the Central Massachusetts Paralegal Association and is currently serving as vice president of the association.
Lisa M. Neeley
Lisa M. Neeley is of counsel with the firm of Mirick, O’Connell, DeMallie and Lougee, LLP, where she is a member of the Trusts and Estates practice group. She earned her law degree, cum laude, from New England School of Law in Boston. Over the past several years, Ms. Neeley has been lead counsel in a number of irrevocable trust and other Medicaid litigation matters, most notably the recent cases of Heyn v. Director of the Office of Medicaid and Daley v. Executive Office of Health and Human Services. She concentrates her practice in assisting clients to obtain Medicaid eligibility for both long-term and community-based care. Ms. Neeley is a member of the Board of Directors of the Massachusetts Chapter of the National Academy of Elder Law Attorneys and is a fellow of the American College of Trust and Estate Counsel.
Jennifer Pilcher is founder of Clear Guidance in Needham Junction, Massachusetts. She was awarded her doctoral degree in Gerontology from the University of Massachusetts in 2005. Dr. Pilcher’s professional experience has focused primarily on care and housing arrangements for elders with Alzheimer’s disease and related dementias. Dr. Pilcher’s career experience included working with people with dementia and their families while being affiliated with Hearthstone Alzheimer Care Assisted Living programs and, with AZA Care Management of Boston. In 2010, she joined Overlook CARE, a non-profit care management practice in Greater Boston. She presently serves as president of the New England Association of Aging Life Care and is the editor-in-chief of the Journal of Aging Life Care.