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:
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Best practices in using IIOTs, including template language;
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Tax and title considerations when using IIOTs, partial interest transfers including life estates, and realty trusts;
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Applying for MassHealth when your client has an IIOT or life estate;
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Different forms of real estate ownership for Medicaid planning and using the caretaker child exemption;
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When your client needs more support - Accessory Dwelling Units, ALRs and CCRCs (draft regulations and commission report); and
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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