Dinner - Nadeau v. Director of the Office of Medicaid and Daley v. Secretary of the Executive Office of Health and Human Services
Location: Palmers Restaruant, Andover, MA
Time: 5:30 Networking, 6:00 Dinner and Speaker
1 CFP CE credit has been granted for the September dinner
The Massachusetts Supreme Judicial Court’s recent issued a unanimous decision in the cases of Nadeau v. Director of the Office of Medicaid and Daley v. Secretary of the Executive Office of Health and Human Services, which held that real estate owned in an irrevocable trust was not a countable resource for MassHealth in an application for long-term care benefits, where the Grantor/applicant had reserved for herself, in the trust, the right to reside in the property.
In this program, you will hear from Attorney Lisa Neeley, counselor to one of the parties in this crucial decision, to discuss the case, its implications and planning with irrevocable trusts going forward.
Lisa is an attorney in the Firm's Trusts and Estates Group. She focuses her practice on elder law, estate, and special needs planning matters.
Lisa assists clients in the preparation and filing of complex MassHealth applications, from the planning and filing process through representation for any necessary appeals. In conjunction with her MassHealth expertise, Lisa has represented clients in appeal hearings regarding benefit eligibility issues before the Board of Hearings, Superior Court, and Massachusetts Appeals Court. In addition, Lisa has expertise in assisting elderly and disabled clients with the process of applying for community MassHealth benefits to enable them to remain in their homes while receiving care