Jackson said each class is a stand-alone presentation; those who are unable to attend on Sept. 19 are welcome to attend one or both of the subsequent sessions.

Through stories and real examples, Jackson will present comprehensive subject matter on these topics: “The Core Estate Plan,” “The Probate Process, Start to Finish,” and “Medicare, Community Care Programs, and MassHealth Planning.”

In the first session, Jackson will explain each document in the core estate plan. She will discuss the problems that can occur when proper documents are not prepared before a loss of mental capacity or physical health or before sudden loss of life.  She will also provide an overview of the different types of trusts that can be considered in estate planning, including supplemental needs trusts, revocable trusts and irrevocable trusts.

The second session will address the probate court process. Jackson will discuss the different types of probate, explain how to determine which assets must go through probate after a death and what estate planning can be done now.

In her final session, Jackson will introduce the various Medicaid programs that provide community and long-term skilled nursing care in Massachusetts and the financial assistance associated with each.  She will also address hot topics in Medicare law, supplemental needs trusts and new developments in significant elder law issues.

The cost is $85 per person and covers all three classes; participants cannot pay for individual sessions. To register, call Holyoke Community College at (413) 552-2500 or online at www.hcc.edu/bce.

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HOLYOKE – Attorney Karen G. Jackson of Jackson & Torrone, P.C., will lead a series of classes on elder law and estate planning at Holyoke Community College on Mondays, April 13, 27 and May 4 from 6 to 8 p.m.

Jackson, an elder law attorney, will explain how to maximize Social Security retirement benefits; how to avoid the new traps and take advantage of the new benefits in current Medicare law. She will also focus on other hot topics and significant elder law issues.

Through stories and real examples, Jackson will highlight the core estate plan and the importance of each document in it. She will discuss the problems that can occur when proper documents are not prepared before a loss of mental capacity, and she will explain the different types of trusts that can be considered, including supplemental needs trusts, revocable trusts and irrevocable trusts.

Jackson will also address the probate court process and explain how to determine which assets must go through probate after a death. In addition, she will discuss various Medicaid programs that provide financial assistance for community and long-term skilled nursing care.

The cost for all three classes is $85. Couples are encouraged to attend. To register, call Holyoke Community College at (413) 552-2500 or online at www.hcc.edu/bce.

For more information, contact Jackson at (413) 532-1200 or kgjackson@jackson-torrone.com.

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