MassNAELA Elder Law Institute XXXII (Hybrid)

MassNAELA Elder Law Institute XXXII (Hybrid)

Friday, May 1, 2026

MCLE, New England - 10 Winter Place, Boston, MA 02108

Registration 8:30AM

Program: 9:00AM - 4:30PM

***This program will be streamed live and recorded.

Home Sweet Home:

IIOTs To Estate Recovery

Presenters and Topics:

Institute Committee

Faith Delaney, Esq., Chair, Michael Couture, Esq., Kimberly Kelly, Esq.

• Best practices in using IIOTs, including template language;

• Tax and title considerations when using IIOTs, partial interest transfers including life estates, and realty trusts;

• Applying for MassHealth when your client has an IIOT or life estate;

• Different forms of real estate ownership for Medicaid planning and using the caretaker child exemption;

• When your client needs more support - Accessory Dwelling Units, ALRs and CCRCs (draft regulations and commission report); and

• Dealing with real estate liens and estate recovery with a focus on updates and long-term care insurance.

Elizabeth Caruso, Esq.

Nancy Catalini Chew, Esq.

John Ford, Esq.

Samantha Gentel, Esq.

Karen Johnson, Esq.

Tracie Kester, Esq.

Erin McBee, Esq.

Valerie McCormack, Esq.

Kathleen Lynch Moncata, Esq.

**If you don't wish to have your email shared with the sponsors, please e-mail Clarence@MassNAELA.com