A Trust Series You Can Trust: A Comprehensive Guide to Trust Practice
- Session III*Sponsored by the Probate Law and Taxation Law
Whether you are new to trust practice or a seasoned expert, don’t miss this
opportunity to learn about trust practice beyond the basics.
The Mass Health Agency (Medicaid) is a silent partner in virtually every
trust drafted. The contrast between trust law and Medicaid regulations are
confusing and improperly drafted trusts can impact your client if they ever need
government assistance, even decades later.
This program will cover how a discretionary trust drafted in 1989 resulted in
a denial of Mass Health benefits for a nursing home resident in 2010. Our expert
faculty will discuss the case law upon which Mass Health based their decision.
They will also review examples of testamentary trusts and irrevocable trusts
that will withstand Mass heath examination.
Albert Gordon, Esq., program chairAlbert Gordon, Esq., Springfield
David Correira, Esq.David J. Correira, Attorney at Law, Swansea
Ronda Parish, Esq.The Law Offices of Ronda G. Parish, P.C., Springfield
Probate Law Section
Young Lawyers Division
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