CLE Program

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


Date: Wednesday, April 13, 2011
Time: 4:00 p.m. - 7:00 p.m.
Runtime: 3:00h

Program Code:


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Non-member : $160.00
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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.



Albert Gordon, Esq., Program Chair
David Correira, Esq., Panelist
Ronda Parish, Esq., Panelist
The Law Offices of Ronda G. Parish, P.C., Springfield

Sponsoring Sections:

Probate Law Section
Taxation Section
Young Lawyers Division

NOTE: This is a previously recorded MBA On Demand product.
When you register, you will receive a link via email to the previously recorded MBA On Demand program and its ePublication. Your member profile will also contain a permanent link to the MBA On Demand version of the program.

System Requirements
Read the On Demand system requirements and view an On Demand product demonstration. If you have questions regarding On Demand products or how to use the software, contact Senior Programs Manager Marc A. D'Antonio, Esq. at (617) 338-0646 or email Marc.

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