Estate Recovery

If you spend time living in a nursing home, the Medicaid agency that assists in paying for your stay will look for a way to recover the costs of your nursing home stay. When you die the agency has the option to recover the proceeds from your estate, the process is known as estate recovery. Join us to learn about the MassHealth estate recovery process … Continue reading Estate Recovery

Intestacy: What Happens If You Die Without a Will in Massachusetts?

What happens if you pass away without executing a will? Who will inherit from you? What if you don’t have any kids or a spouse? The process of probating an estate without a will is known as Intestacy. Join us to learn about the process that occurs when an individual dies without a will. We will be joined by our guest speaker Attorney Paula Nedder … Continue reading Intestacy: What Happens If You Die Without a Will in Massachusetts?

Contesting Wills and Trusts

Can your family members contest the validity of your estate plan based on your capacity at the time the documents were signed? How is your capacity determined, and how can undue influence contribute to the invalidity of your wills and trusts? What options do you have to protect your wills and trusts from future contests? Join us to learn about some of the reasons why … Continue reading Contesting Wills and Trusts

What Medical Documents Do You Need for End-of-Life Care?

Many seniors do not think about the necessity for their wishes for end-of-life care to be put on paper. That is where Medical Orders for Life Sustaining Treatment (MOLST) and Do Not Resuscitate (DNR) forms come into play, to articulate your wishes when you no longer are able to. Death With Dignity Laws are in place in certain states to give people suffering from a … Continue reading What Medical Documents Do You Need for End-of-Life Care?

Can a Spouse Refuse to Cooperate in the MassHealth Application Process?

Must both spouses always cooperate when there is a MassHealth Application for one of them? Join us to learn about when an individual may refuse to cooperate on their spouse’s MassHealth application, and whether that is a good idea. We will be joined by our guest speaker Attorney Jamie Knudson from Knudsen Burbridge, PC. in Wakefield, Massachusetts. In this webinar we will be covering: Is … Continue reading Can a Spouse Refuse to Cooperate in the MassHealth Application Process?

Life Estates

Why should I consider establishing a Life Estate? Does a Life Estate offer any disadvantages? Join us to learn about the benefits and disadvantages that life estates offer. We will be joined by our guest speaker Attorney Eric Correira from Correira Law of Swansea, MA. In this webinar we will be covering:– What is a life estate?– What protections do life estates offer me? The … Continue reading Life Estates

Webinar Transcript: Social Law Library Webinar: What is Undue Influence, and What Can Drafting Lawyers Do to Detect It?

Video Transcript Mike: Okay good afternoon, I’m Mike Saporito, I’m the CLE coordinator here at the Social Law Library, welcome to our undo influence program it’s great to have so many of you with us here today. A few things before we begin today’s program we ask that you use the Q&A feature in zoom and not the chat feature for questions that you may … Continue reading Webinar Transcript: Social Law Library Webinar: What is Undue Influence, and What Can Drafting Lawyers Do to Detect It?

Gift Consequences

Gifts made by you or to you can not only have tax consequences, but can also affect eligibility for governmental benefit programs. Join us to learn about the consequences involved when making or receiving gifts. We will cover the estate tax and gift tax aspects of gifts of $16,000, $34,000, a home, and $1 million in appreciated stock. We will also cover the MassHealth, SSI … Continue reading Gift Consequences

Walking Through the Long-Term Care MassHealth Application for an Unmarried Person

The MassHealth application is an intimidating document that takes into consideration many aspects of the applicants situation. It can be a daunting task to fill out and submit the application without a thorough understanding of what MassHealth is looking for from the applicant. Join us for some insight into how the MassHealth application should be approached for an unmarried individual. We will be joined by … Continue reading Walking Through the Long-Term Care MassHealth Application for an Unmarried Person

The Pros and Cons of Common Types of Trusts: 30 Trusts in 30 Minutes

There are dozens of different kinds of trusts that can be made to protect and preserve your assets for future generations, but with so many types of trusts it can be difficult to figure out which kind is the best fit for you. Join us to learn about common types of trusts and the benefits and disadvantages they offer. We will be joined by our … Continue reading The Pros and Cons of Common Types of Trusts: 30 Trusts in 30 Minutes