| An Analysis of Various Types of Transfers of the Home: Tax and Medicaid Issues |
National Academy of Elder Law Attorneys (NAELA) |
2001 |
| Tax and Health Care Planning for the Terminally Ill Client |
Massachusetts Bar Association |
2000 |
| Gifting Powers and Other Drafting Concerns with Powers of Attorney |
National Academy of Elder Law Attorneys (NAELA) |
2000 |
| Tax, Trust and Health Care Planning for the Terminally Ill Client |
National Academy of Elder Law Attorneys (NAELA) |
1999 |
| Tax Traps for the Unwary |
National Academy of Elder Law Attorneys (NAELA) |
1998 |
| Using a Charitable Remainder Annuity Trust to Pay for Long-Term Care Insurance |
Estate Planning magazine |
1997 |
| Estate Planning for the Disabled Beneficiary |
Massachusetts Continuing Legal Education, Inc. ("MCLE") |
1996 |
| Estate Planning for Incapacitated Persons in the Probate Court |
Massachusetts Bar Association |
1996 |
| An Overview of Estate Planning on Behalf of Incompetent Persons |
Massachusetts Lawyers Weekly |
1995 |
| Basic Tax Planning for the Principal Residence |
National Academy of Elder Law Attorneys (NAELA) |
1995 |
| Using Testamentary Trusts in Medicaid and Tax Planning |
National Academy of Elder Law Attorneys (NAELA) |
1995 |
| Preserving and Transferring the Principal Residence |
Massachusetts Continuing Legal Education, Inc. ("MCLE") |
1994 |
| Trust & Tax Issues in Transferring Principal Residence |
National Academy of Elder Law Attorneys (NAELA) |
1993 |
| Using Special Powers of Appointment in Medicaid Planning |
National Academy of Elder Law Attorneys (NAELA) |
1992 |
| Using Long-Term Care Insurance to Cover the Medicaid Disqualification Period |
American Bar Association publication |
1992 |
| Combining Long-Term Care Insurance with an Immediate Annuity |
National Academy of Elder Law Attorneys (NAELA) |
1992 |
| Your Client's Right to Say No: A Nursing Home Is Not Inevitable, Especially If the Goal Is Home Health Care |
American Bar Association publication |
1992 |
| Medicaid Trusts: Resolving the Income Tax Issues |
Estate Planning magazine |
1991 |
| Structuring Intrafamily Sales Requires Attention to Federal Tax Consequences |
National Academy of Elder Law Attorneys (NAELA) |
1991 |
| Despite Medicaid Transfer Restrictions, Late Transfers Can Save the Home |
American Bar Association publication |
1991 |
| Federal Taxation of Gifts and Trusts in the Elder Law Context |
National Academy of Elder Law Attorneys (NAELA) |
1991 |
| Using Special Powers in Medicaid Trusts |
Probate and Property Journal (ABA) |
1990 |
| Counseling the Client on the Community Spouse Resource Allowance |
Practical Lawyer |
1990 |
| Despite Medicaid Transfer Restrictions, the Home May Still Be Kept in the Family |
Estate Planning magazine |
1990 |
| The Use of Trusts in the Elder Law Practice |
National Academy of Elder Law Attorneys (NAELA) |
1990 |
| An Irrevocable Grantor Trust Can Assure Eligibility for Medicaid |
Estate Planning magazine |
1989 |
