HOLYOKE—Attorney Karen G. Jackson of Jackson Law, an elder law and estate planning attorney, will teach a two-part class highlighting the latest developments in elder law and estate planning at Holyoke Community College in Holyoke.

The four-hour course, called Elder Law and Estate Planning: What You Need to Know, will be presented in Holyoke in two, two-hour sessions, on Mondays, October 18 and October 25, 6 to 8 p.m. Cost is $99.

“The course will explain the basic building blocks of an estate plan,” Jackson said. “From that foundation, we will also consider the various specialized trust documents that support this planning. I will clarify the probate court process and what it means to probate a will. And I will explore current MassHealth issues in the event of a nursing home stay.”

The material will be presented as follows:

• In the first session, Jackson will explain each document in the core estate plan—the will, power of attorney, health care proxy, Health Insurance Portability and Accountability Act (HIPPA) release, and advance directive. 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. In the first session, Jackson will also cover the different types of trusts and the reasons for creating each kind of trust: the revocable trust, irrevocable trust, and special needs trust.
• During the second session, Jackson will explain the various tools and techniques to save the home and other assets from the nursing home bill: gifting, the Medicaid qualified annuity, pooled trusts, caregiver child exception, and Medicaid qualified trusts.

For participants who may be able to attend only one session, the full course fee is required.

Holyoke Community College’s main campus in Holyoke is at 303 Homestead Avenue. 

To register, call Holyoke Community College at (413) 552-2500 or register online at www.hcc.edu/bce.

The post Area Lawyer to Lead Classes at Holyoke Community College appeared first on Beetle Press.

HOLYOKE— Adapting to COVID-19 restrictions, Attorney Karen G. Jackson of Jackson Law will teach a series of Holyoke Community College classes through Zoom, highlighting the latest developments in elder law and estate planning. 

An elder law and estate planning attorney, Jackson will present her six-hour course, called Elder Law and Estate Planning: What You Need to Know. Sessions will be presented on Zoom in three, two-hour sessions, on Mondays, May 4, May 11, and May 18, from 6 to 8 p.m. Cost is $99.

To register, email Valentyna Semyrog at vsemyrog@hcc.edu, leave a message at 413-552-2123, or visit www.hcc.edu/bce. Participants will be sent a link to join the class and can join using PCs, laptops, or smartphones.  

“The course will explain the basic building blocks of an estate plan,” Jackson said. “From that foundation, we will also consider the various specialized trust documents that support this planning. I will clarify the Probate Court process and what it means to ‘probate a will.’ And, I will explore current Medicare and MassHealth issues that are affecting seniors.”

The material will be presented as follows:

• 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.  
• The second session will address four areas: trusts; the probate court process; Medicare hot topics; and options for community care/home care. Jackson will provide pertinent information and details about each to assist you in your planning now. 
• In the third and final session, Jackson will introduce the various Medicaid programs that provide long-term skilled nursing home care in Massachusetts and the financial assistance associated with each.

While participants may attend only one session of their choosing, they must still pay the full course cost of $99.

The post Area Lawyer to Lead Series on Zoom for Holyoke Community College appeared first on Beetle Press.

HOLYOKE—Attorney Karen G. Jackson of Jackson Law, an elder law and estate planning firm, will teach a series of classes highlighting the latest developments in elder law and estate planning at Holyoke Community College in Holyoke.

The six-hour course, called Elder Law and Estate Planning: What You Need to Know, will be presented in Holyoke in three, two-hour sessions, on Mondays, October 7, October 21, and October 28, 6 to 8 p.m. Cost is $99.

“The course will explain the basic building blocks of an estate plan,” Jackson said. “From that foundation, we will also consider the various specialized trust documents that support this planning.  I will clarify the Probate Court process and what it means to ‘probate a will.’ And, I will explore current Medicare and MassHealth issues that are affecting seniors.”

The material will be presented as follows:

• 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.  

• The second session will address four areas: trusts; the probate court process; Medicare hot topics; and options for community care/home care. Jackson will provide pertinent information and details about each to assist you in your planning now. 

• In the third and final session, Jackson will introduce the various Medicaid programs that provide long-term skilled nursing home care in Massachusetts and the financial assistance associated with each.

While participants may attend only one session of their choosing, they must still pay the full course cost of $99.

Holyoke Community College’s main campus in Holyoke is at 303 Homestead Avenue. 

To register, call Holyoke Community College at (413) 552-2500 or online at www.hcc.edu/bce.

The post Area Lawyer to Lead Series at Holyoke Community College appeared first on Beetle Press.