MBA On Demand

A Trust Series You Can Trust: The Nightmare of Trust Law vs. Medicaid Regulation

A Trust Series You Can Trust: A Comprehensive Guide to Trust Practice - Session III

*Sponsored by the Probate Law and Taxation Law Section Councils

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.

Topics include:

  • How to draft a trust in order to protect client assets in the event they need Medicaid at a future date;
  • Current case law and new developments; 
  • Traps for the unwary; and 
  • What to do when things go wrong.

 


Faculty:

Albert Gordon, Esq., program chair
Albert 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

Sponsoring Sections:

Probate Law Section

Taxation Section

Young Lawyers Division

Related Practice Areas: Estate Planning, Tax Law

MBA On Demand System Requirements
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On Demand On Demand
Presentation Date: April 13, 2011
Runtime: 3:00.00
CODE: PLH11
NOTE: This is an On Demand product.
With registration for this product you can conveniently watch an archived MBA program from the comfort of your home or office, at a time that suits your schedule. When you register, you will receive a permanent link to the program in addition to the program's ePublication. Your My Resources profile will also contain permanent links to both products if you wish you review the program's archived presentation. The archived version of this program will not be available until after the date of the on-site program.

MBA On Demand System Requirements
Click here to review On Demand system requirements and an On Demand product demonstration.
With registration you will receive the following resource package: Permanent links to program's e-publication and On Demand presentation are located in your My Resources profile.
The MBA only offers Certificates of Attendance to individuals who attend education programs in person. Certificates are not available for participation in recorded On Demand and Real-time Webcasts.
Registration
MBA Sponsoring Section$80.00
MBA Paralegals$40.00
MBA Law Student$40.00
MBA New Admittee$40.00
MBA Member$115.00
Non-member$160.00

Related Products

ePublication: The Nightmare of Trust Law vs. Medicaid Regulation
Publication: The Nightmare of Trust Law vs. Medicaid Regulation
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