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• The Basics: From MassHealth To Probate Administration; And Drafting To Technology

  • When
    Fri, September 25, 2026
  •  
    8:30 AM - 4:30 PM
  • Location
    MCLE, New England - 10 Winter Place, Boston, MA 02108

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  The Basics: From MassHealth To Probate Administration; And Drafting To Technology

  Friday, September 25, 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.

  Presenters and Topics:

  • Program Chair: Elizabeth Caruso, Esq.
  • Pooja Arora, Esq.
  • Audrey Ehrhardt, Esq.
  • Alexis Levitt, Esq.
  • Katie McDonough, Esq.
  • Michael Monteforte, Jr., Esq.

  Topics:
  This year’s MassNAELA Basics Program designed for legal staff and attorneys new to elder law and special needs, will cover a refresher/update on the following topics that they can expect to encounter: 
  

  • Staying in the community for as long as possible - using MassHealth, veterans benefits, reverse mortgages, and your circle of care;

  • Best practices and tips for the MassHealth application process and supporting documents;

  • Probate and trust administration funding;

  • Drafting tips for basic estate plan documents;

  • Special Needs Trust considerations and drafting; and

  • Opportunities to utilize AI and other technological resources.

  

  If you have any questions, contact Executive Director, Clarence Richardson, at Clarence@MassNAELA.com or (617) 566-5640

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• MassNAELA Special Needs and Disability Roundtable

  • When
    Fri, October 02, 2026
  •  
    9:00 AM - 4:00 PM
  • Location
    Asa Waters Mansion, 123 Elm St, Millbury, MA 01527
  • Spaces left
    41
  • Registered
    8 registrants

  Register

  
  

  
  

  
  

  Special Needs and Disability Roundtable

  Friday, October 2, 2026

  Asa Waters Mansion

  123 Elm St., Millbury, MA 01527

  
  

  9:00AM - 4:00PM

  ***This program will not be recorded.

  
  

  MassNAELA would like to thank our Roundtable Sponsors:

  
  

  Rockland Trust

  
  

  
  

  and

  Special Needs Companies

  
  

  Fall is right around the corner, and so is MassNAELA’s annual Special Needs and Disability Roundtable. Come spend an educational and uplifting October day with a collegial group of 50 advocates – attorneys and non-attorneys alike – to ask questions and share information and tips. Solve problems, understand new ideas, and enjoy the friendly, informal study-group vibe as we break into small group sessions throughout the day to discuss new and long-standing issues, such as:

  • MassHealth for individuals under 65, including the implementation of federal Medicaid rules starting January 1, 2027;
  • Housing subsidies at the state and federal level, including HOTMA implementation starting January 1, 2027;
  • Social Security disability programs, including recent changes to SSI rules about food and rent;
  • The ABLE Adjustment Act;
  • Guardianship and Conservatorship issues, including Office of Adult Guardianship; and Conservatorship Oversight (OAGCO) monitoring and compliance;
  • Understanding and using  Supported Decision-Making;
  • Finding and retaining employment for individuals with disabilities, and coordinating earned income with benefits;
  • Advocating for individuals with ID/DD and/or Serious Mental Illness with DDS, DMH, and others;
  • Special Education updates and tips;
  • First party and third-party Special Needs Trust issues, including stand-alone SNTs, and pooled trusts;
  • Best practices and tips for drafting and administering SNTs; and
  • Any other matters that Roundtable participants want to discuss...at the Roundtable, participants set the agenda and create the discussion.

  We will reconvene as a single large group for lunch, and again at the end of the day for our final session, where we share takeaways with each other.

  This year, lunch will feature Jonathan Gardner, an experienced advocate and seasoned speaker affiliated with ARC of Massachusetts. We will also be joined by Adam Bellmore, the Director of Employment Services for ARC of Greater Brockton. In his role as an employment specialist, Adam brings a wide range of expertise to our event. We are thrilled he will be our 2026 Co-Host. We will also be inviting topic experts from MLRI, Disability Law Center, NAMI Mass, DMH, DDS, MRC, PLAN of MA and RI, Work Without Limits, HUD, Easterseals, and many other Community Partner organizations.

  The 2026 Roundtable will be sponsored by Special Needs Companies and Rockland Trust.

  This is a special annual event that will not be recorded, and it is limited to 50 attendees to facilitate meaningful engagement for all. To save your seat, register sooner rather than later.

  (This program will be in-person only and will not be recorded. Lunch will be provided.)

  

  If you have any questions, contact Executive Director, Clarence Richardson, at Clarence@MassNAELA.com or (617) 566-5640

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