MassNAELA Elder Law Institute XXXII (Hybrid) (Fri, May 01, 2026)

Fri, 01 May 2026 12:30:00 GMT

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.

Topics:

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.

Presenters:

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

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

MassNAELA upcoming events