HOLYOKE—Attorney Karen G. Jackson of Jackson Law in Holyoke will lead a three-course series on estate planning at Holyoke Community College, beginning Oct. 9, from 6 to 7:30 p.m.

“Powerful Tools to Save the Home and Other Assets from the Nursing Home Bill” will continue on Oct. 16 and 23. Participants will hear a high-level overview of MassHealth’s financial requirements, “so MassHealth, not the family, funds any necessary long-term nursing home care,” Jackson said.

She will also explain the benefits of what she calls the “powerful tools in estate planning”—the irrevocable trust, the caregiver child exception, the adult disabled child exception, the Medicaid qualified annuity, pooled trusts and long-term care insurance.

“I will explain the benefits and limitations of each of these tools and will invite and encourage questions,” Jackson said.

The cost for the series is $179. To register, call 413-552-2320 or visit hcc.edu.bcs.

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HOLYOKE—Attorney Karen G. Jackson of Jackson Law in Holyoke will lead a three-course series on estate planning at Holyoke Community College, beginning Oct. 3 at 6 p.m.

In this high-level overview of estate planning, students will have a brief introduction to the health care proxy, advance directives and the differences between an advance directive, living will, DNR, and various health releases. 

The risks of jointly titled property, the importance of the power of attorney (POA), the two types of POAs and key provisions of a well-drafted POA will also be discussed, along with the probate process, ways to avoid probate, the importance of the will and the key provisions in a well-drafted will. 

All three classes will run from 6 to 7:30 p.m. In the first class, students will learn about the health care proxy, advance directive, also known as a living will, and important releases.

The second class will be held on Oct. 10, and power of attorney and homesteads will be discussed. On Oct. 17, students will learn about the will and probate.

The cost for the series is $179. To register, call 413-552-2320 or visit hcc.edu/bce.

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HOLYOKE—Attorney Karen G. Jackson of Jackson Law in Holyoke will lead three, one-hour estate planning workshops at Holyoke Community College, beginning Thursday, April 11, from 6 to 7 p.m., with “Core Estate Planning.”

In this first session, Jackson, an elder law and estate planning attorney, will explain the importance of the will, power of attorney and health care proxy and the core estate plan.

In the second session, “De-Mystifying Trusts,” Thursday, April 18, from 6 to 7 p.m., Jackson will review the different types of trusts and how to decide if one is needed.

In the final course, “Saving Your Home from the Nursing Home Bill,” on Thursday, April 25, from 6 to 7 p.m., Jackson will explain the use of an irrevocable income-only trust to save nursing home costs. She will also explain the MassHealth rules and provide tips and traps to avoid.

Students can choose one or two classes at $39 each or register for the series for $90. To register, call 413-552-2320 or visit hcc.edu/bce.

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HOLYOKE—Attorney Karen G. Jackson of Jackson Law in Holyoke will lead three estate planning workshops at Holyoke Community College, once per month in September, October and November.

An elder law and estate planning attorney, Jackson will present these sessions:

• Core Estate Planning, on Thursday, Sept. 21, from 6 to 7 p.m. Jackson recommends that everyone should have what she calls “a core estate plan,” with a will, power of attorney and health care proxy. She will explain the value of each document. 
• De-Mystifying Trusts, on Thursday, Oct. 19, from 6 to 7 p.m. Jackson will explain what a trust is, review the different types of trusts and outline who needs a trust and in what situations. 
• Saving Your Home from the Nursing Home Bill, on Thursday, Nov. 30, from 6 to 7 p.m. Jackson will explain the use of an irrevocable income-only trust to save one’s home when nursing care becomes problematic. She will explain MassHealth rules and provide tips and traps to avoid.

Each class is $39. To register, call 413-552-2320.

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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.

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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.

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, May 6, May 13, and May 20, 6 to 8 p.m.

Jackson will present comprehensive subject matter on what she calls “The Core Estate Plan,” in which she will explain core documents and provide stories and examples. She will also discuss “The Probate Court Process and Medicare Hot Topics” and “Community Care Programs and MassHealth Planning for Nursing Home Care.”  

“The course will explain the basic building blocks of an estate plan and a plan for home and nursing home care,” 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, finally, we will explore current 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 $89.

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.

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Event slated for Nov. 10 in Palmer

PALMERーA fundraiser to benefit a Holyoke Community College scholarship offered in memory of a fallen veteran will be held Saturday Nov. 10 at St. Thomas the Apostle Parish at 1076 Thorndike St. from 9 a.m. to 3 p.m.

The late veteran’s wife, Melissa Storey, and her family will host the event in conjunction with the Village to Village Foundation, which helps families to remember their loved ones by creating and supporting scholarships at colleges and universities of their choice.

Melissa’s Storey’s husband, Army Staff Sgt. Clint J. Storey, was killed in action in Iraq in 2006.  With assistance from Village to Village, the HCC scholarship that bears his name was created in 2016. Thus far, $4,925 has been raised to support it; the goal is $15,000.

Last year’s fundraising event brought in $3,000. This year’s event is free and open to the public and will feature raffles, lottery trees, crafts and vendors.  

“It is very important to give back to veterans who have made great sacrifices for our freedom,” Melissa Storey said. “Our family is thrilled to have this incredible mechanism to carry on Clint’s legacy and give to people who didn’t even know him.”

In addition to Melissa Storey, the couple’s children—Adela and CJ—will be in attendance.

The $500 “Pay a Good Deed Forward” Scholarship is presented each year to a veteran student at HCC. Last year, the award was presented twice.

Donations can be made at the event; via mail to Village to Village Foundation, P.O. Box 245, New Oxford, PA 17350 (SSG Clint Storey in the memo line); or online at villagetovillagefoundation.org.

For more information on Village to Village, visit Villagetovillagefoundation.org.

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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, Oct. 15, 22 and 29 from 6 to 8 p.m.

Jackson will present comprehensive subject matter on what she calls “The Core Estate Plan” and will explain core estate planning documents as well as trusts; she will provide stories and examples.

Jackson will also discuss “The Probate Court Process and Medicare Hot Topics” and “Community Care Programs and MassHealth Planning for nursing home care.”  

“The course will explain the basic building blocks of an estate plan and a plan for home and nursing home care, if needed,” 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, finally, we will explore current 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 discuss the Medicaid program that pays for long-term skilled nursing home care in Massachusetts.

While participants may attend only one session of their choosing, they must still pay the full course cost of $89.

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.

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