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Sound estate planning guidance
Publisher: Massachusetts Continuing Legal Education
The forty-four chapters of this comprehensive manual are organized into five parts, addressing planning for incapacity, public benefits and employment, special issues for disabled children and adults, aging in place, and care in a skilled nursing facility. Hundreds of insights, from Massachusetts' most experienced practitioners, bring clarity to complex procedures and guide readers through the topics that are pertinent to elders and persons with disabilities—both adults and children. The book expands and updates the MCLE classic, Estate Planning for the Aging and Incapacitated Client in Massachusetts , while adding new chapters on subjects such as undue influence, special needs trusts, and ethics. A series of MassHealth chapters addresses information on protecting the family home and community spouse, transferring resources, reducing excess assets, and creating trusts. The book tackles tax and insurance issues, housing choices, the financing of services, both private and public, the intricacies of long-term care, and the myriad concerns surrounding the needs of persons with disabilities, to name just a few of the topics. Forty-seven experts wrote the book, and a cadre of nine MassNAELA members joined chief editor Brian E. Barreira to ensure currency, relevance, and highly practical value.
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• Planning for Incapacity
• Tax Ramifications of the Power to Make Gifts
• Estate Planning for Retirement Benefits
• Guardianships and Conservatorships
• Undue Influence
• Ethics Issues in Elder Law
• Medicare Coverage and Major Medicare-Related Coverage Options for Elders and Persons with Disabilities
• Medicare Supplement Insurance (Medigap) and Medicare Part C Managed Care Plans (Medicare Advantage)
• Social Security
• Supplemental Security Income
• Publicly Assisted Housing
• Massachusetts Public Employee Retirement Systems
• Age Discrimination in Employment
• Planning for the Incapacitated Child
• Special Planning Situations: Aging Parents of Children with Disabilities and Issues Pertaining to Marital Rights
• Disabled Individuals Receiving Settlements, Inheritances, and Other Lump Sums or Income Streams
• Special Education
• Long-Term Care at Home: Employing Caregivers
• Protecting Elders from Abuse and Neglect
• Housing Options
• Property Tax Relief for Seniors and Others
• Homestead Protection
• Financing Rest Home Services
• Long-Term Care Insurance
• Avoiding Nursing Home Placement: Community Long-Term Care Options
• MassHealth Options for Individuals Living in the Community
• Nationwide Reverse Mortgage Programs
• Assisted Living: Services, Regulations, and Financing
• Continuing Care Retirement Communities and Assisted Living Communities
• The Rights of Long-Term Care Residents in Massachusetts: Nursing Homes, Assisted Living Facilities, and Continuing Care Retirement Communities
• Selecting a Nursing Home
• Financing Nursing Home Services
• Tax Deductions for Medical and Nursing Home Expenses
• Resource Planning for MassHealth Coverage: Protecting the Community Spouse
• Resource Planning for MassHealth Coverage: Reducing Excess Assets
• Resource Planning for MassHealth Coverage: Transfers of Resources
• Resource Planning for MassHealth Coverage: Protecting the Home
• Trusts in the MassHealth Context
• Special Needs Trusts and ABLE Accounts
• Tax Considerations Regarding Trusts
• Tax Consequences of Owning and Transferring the Primary Residence
• Marital Status, Alimony, and Child Support: Impact on MassHealth and SSI
• Practice and Procedure Under the MassHealth System
• MassHealth Estate Recovery