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Please join the Bacon & Wilson attorneys
for their community seminars. Details are listed below.
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Seminar Title:
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Massachusetts Bar Association's
2008 Elder Law Education Program
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Date:
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May 7, 2008
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Time:
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10:00AM
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Location:
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Longmeadow Adult Education Center
Maple Road
Longmeadow, MA
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Details:
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This seminar will cover estate
planning basics
Attorney Hyman
G. Darling of Bacon Wilson, P.C. will participate as
the speaker.
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Public Welcome:
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NA
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Fee:
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NA
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RSVP:
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Norice Smith 567-4150
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Seminar Title:
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Estate Planning - Covering
Your Bases
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Date:
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May 7, 2008
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Time:
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7:00 - 8:30PM
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Location:
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Westfield Vocational High School
Smith Ave
Westfield, MA
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Details:
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This seminar will cover estate
planning basics: Estate Plan Proxies, Powers of Attorney,
Wills and Special Needs Trusts
Attorney Hyman
G. Darling of Bacon Wilson, P.C. will participate as
the speaker.
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Public Welcome:
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Yes
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Fee:
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None
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RSVP:
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Seminar Title:
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Early, Mid and Advanced Stage
Alzheimer’s disease: A Multi-Disciplinary Approach
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Date:
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May 29, 2008
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Time:
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8:00-10:00AM
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Location:
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The Good Life Center
1600 East Columbus Avenue
Springfield, MA
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Details:
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This seminar will address issues
of concern and points of intervention from the elder law,
physician, care manager, real estate/housing and financial
planning perspective. The panel includes local experienced
members of the elder law, clinical, geriatric and patient
care professions.
Attorney Todd
C. Ratner of Bacon Wilson, P.C. will participate as
a speaker.
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Public Welcome:
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Yes, and breakfast will be
served
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Fee:
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None
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RSVP:
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Seminar Title:
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Personalizing Your Legacy
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Date:
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May 21, 2008
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Time:
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7:30PM
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Location:
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Applewood at Amherst
Amherst, MA
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Details:
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Consider some of the options
that might address your unique interests. Leave a statement
that defines for your heirs, friends and community what matters
most to you in the world through ethical wills, pet trusts,
provisions for a child or grandchild with special needs, charitable
bequests, gift annuities, or specific burial instructions.
Attorney Hyman
G. Darling of Bacon Wilson, P.C. will participate as
the speaker.
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Public Welcome:
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NA
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Fee:
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Free
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RSVP:
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NA
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Seminar Title:
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MA Special Needs Planning
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Date:
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May 29, 2008
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Time:
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8:30AM-4:45PM
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Location:
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Sheraton Needham Hotel
100 Cabot St.
Needham, MA 02494
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Details:
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Expand Your Elder Law and Estate Planning
Practice!
Explore with the experts all of the possibilities
that exist for you
and your clients through Special Needs Trust Planning in
Your Practice.
Special needs trusts are increasingly an
important and valued part of family estate plans. This seminar
will teach you how to draft plans that protect your clients
and their family members, making sure that their hard-earned
assets are well-protected, their funds are well managed
and that they can qualify for necessary public benefits.
Course Benefits and Objectives:
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Explore the major benefits
program available to people who are not self-supporting
including: Medicaid, SSI, Section 8 and SSDI.
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Review the use of special
needs trusts to preserve benefits while allowing the beneficiary
to inherit.
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Discuss various provisions
and tools that can be incorporated to move the special
needs trust from a basic legal document to the heart of
a life care plan.
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Review case studies to
examine the challenges faced in administering special
needs trusts.
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Learn about the particular
issues faced in cases involving personal injury settlements
and how they can be resolved.
Covered topics will include:
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Introduction to Special
Needs Planning
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Public Benefits Overview
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A Framework for Considering
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Special Needs Trusts
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Choice of Trust
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The Evolution of Trust
Terms
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Drafting Special Needs
Trusts
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Dispositive Provisions
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Trustee Appointment
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Tax Provisions
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Care Committees
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Trust Protector
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Revocable vs. Irrevocable
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Termination Provisions
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Contingent Beneficiaries
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Special Needs Trustee
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Responsibilities
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Choice of Trustee
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Tax Issues
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Funding Special Needs Trusts
With
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Retirement Funds
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Challenges in Administering
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Special Needs Trusts
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Special Issues When Using
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Special Needs Trusts
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Special Issues in Trusts
for
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Personal Injury Settlements
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Public Welcome:
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This basic-to-intermediate
level program is designed for attorneys in general practice,
elder and disability law, estate planning and personal injury
law. Non-attorney professionals who deal with elderly or disabled
clients may also benefit, such as insurance licensees, CPAs/accountants,
financial planners and nursing home administrators.
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Fee:
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Individual: $249 per person
NAELA Member: $239 per person
ASNP Member $239 per person
ElderLaw Answers Member: $239 per person
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RSVP:
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Seminar Title:
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Massachusetts Bar Association's
2008 Elder Law Education Program
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Date:
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June 9, 2008
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Time:
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10:00AM
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Location:
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Amherst Council on Aging
Bangs Center
Amherst, MA
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Details:
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This seminar will cover the
most pressing estate planning issues of concern to elders
and their families, including Wills and Trusts.
Attorney Todd
C. Ratner of Bacon Wilson, P.C. will participate as
the speaker.
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Public Welcome:
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Yes
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Fee:
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None
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RSVP:
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Seminar Title:
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Business Basics 101
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Date:
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June 10, 2008
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Time:
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6:00-8:00PM
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Location:
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Top Floor Learning Center
Palmer, MA
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Details:
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Have you ever wanted to start your own business
and did not know where to begin? This informative two hour
session will give you invaluable tools and techniques necessary
for a new venture or a fledging enterprise.
Attorney Julie
A. Dialessi-Lafley of Bacon Wilson, P.C. will help you
understand the different types of entities available for
a new business as well as discuss available sources of funds
for a new enterprise.
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Public Welcome:
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Yes
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Fee:
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$25 |
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RSVP:
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Information & registration
available here
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Seminar Title:
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BAPCPA Three Years Later:
Through the Looking Glass — How Is It Down the Rabbit
Hole? (The Northeast Consumer Bankruptcy Forum)
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Date:
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July 12, 2008
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Time:
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8:30-10:00AM
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Location:
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Ocean Edge Resort & Club
Brewster, Massachusetts
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Details:
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How are practitioners, trustees and the
courts dealing with the changes and challenges of BAPCPA–3
years later? There have been many changes in the administration
of cases since BAPCPA was implemented, including the means
test, audits and the automatic stay. Is the new law “working”
as Congress intended or has the practice simply continued
with the “old” law disguised in new language?
Attorney Justin
H. Dion of Bacon Wilson, P.C. will participate as the
moderator.
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Public Welcome:
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Yes
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Fee:
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Various see here |
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RSVP:
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Information & registration
available here
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