Sun

Mon

Tue

Wed

Thu

Fri

Sat

1

2

3

4

5

6 Assisting Patients & Families in Adaptation to Changes in Cognitive Functioning
Palmer, MA @Wing Hosp 8 - 9 AM
Constance Carpenter-Bixler, PhD
RSVP: Jan Mitchell, PhD.
(413)668-1484
FREE

7

8

9

10

11

12

13

14

15

16

17

18

19 Passover

20

21

22 Good Friday

23

24 - Easter

25

26

27MassNAELA
Pubic Policy, Pre Dinner, Dinner Meeting: Homesteads
Newton Marriott
6PM

28

29

30

Sun

Mon

Tue

Wed

Thu

Fri

Sat

1 MCLE Elder Benefits Programs
Boston
9:30 - 4 pm
$25 / $95

2-Caregivers of Elderly: Challenges
Palmer, MA @Wing Hosp
8 - 9 AM
Jan Mitchell, PhD.
(413)668-1484
FREE

3

4 -MCLE Disabilty Law Conference
Boston
9:30 - 4 pm
$245 / $275

5

6

7

8- Hampden County Estate Planning Council
11:45 am

9 - Ash Wednesday

10

11

12

13

14

15

16

17 - St. Patrick's Day

18 MassNAELA Elder Law Institute
@ Suffolk Univ., Boston
$179 / $199

19

20

21

22 - MCLE Immigrants & Public Benefits
Boston
9:30 am - 4:00 pm
$25 / $95

23

24 Dignity in Older Adults
11:30 am -1:00 pm at Glenmeadow, Longmeadow
research on definition of dignity, strategies
used by older adults to enhance dignity
567-7800 or
tdearborn@glenmeadow.org
FREE lunch included.

25 Practical Dementia Care
8:20am - 3:45pm Diagnosis, ethical & legal issues, prevention, pshopharmacology
Baystate Faculty
Log Cabin, Holyoke
$105/$111

26

27

28

29

30

31

Sun

Mon

Tue

Wed

Thu

Fri

Sat

1

2

3 - MCLE State and Federal Veterans Benefits
Boston
1:15 pm - 4:00 pm
$25 / $95

4

5

6

7

8 Hampden Counnty Estate Planning Council
11:45 am

9

10

11 - MassNAELA Medicaid Issues & Legislative Breakfast
8 - 10am
Easthampton: Lathrop Retirement Community
$30 / $50
FREE for State Legislators

12 Lincoln's Birthday

13

14 - Valentine's Day

15- MassNAELA Medicaid Issues & Legislative Breakfast
8 - 10am
Hingham: Linden Ponds
Natick: Whitney Place
Peabody: Woodbridge
$30 / $50
FREE for State Legislators

16

17

18

19

20

21 - President's Day

22

23

24

25

26

27

28

Sun

Mon

Tue

Wed

Thu

Fri

Sat

1 New Year's Day

2

3

4

5

6

7

8

9

10 - Heckerling Institute
Orlando, FL
to Jan 14th>>

11 - MCLE Assistance for Families & Individ'ls: TAFDC and EAEDC
Boston
9:30 - 4:00
$25 / $95
=========
Hampden Cnty Estate Planning Council
11:45 am

12

13

14

15

16

17 Martin Luther King Day

18

19

20

21 -NAELA UnProgram
Grapevine, Texas
$295 / $395 >>>

22 NAELA UnProgram
Grapevine, Texas >>>

23 NAELA UnProgram
Grapevine, Texas

24

25

26

27 Webinar:
Estate Tax Planning
12Noon - 1:30 pm
David J. Correira, Esq.
Diane@estateplanningelderlaw.com
FREE

28

29

30

31

Sun

Mon

Tue

Wed

Thu

Fri

Sat

1

2 Hanukkah

3

4

5

6

7 - Pearl Harbor Day

8

9

10

11

12

13

14

15

16- Estate Tax Compliance for 2010
Proposed Form 8939
Carryover Basis Rules
QTIP trusts to obtain a step-up in basis for surviving spouse
Gifting, Disclaimers & Planning Opportunities
Joint Trusts & General Power of Appointment Trusts
Doherty Case - 1 Year Later
Use of Annuities in Medicaid Personal Care Contracts
Life Estates and Medicaid Trust Planning
Uniform Probate Code Effective 7/1/2011
Leo J. Cushing, Esq., CPA Todd E. Lutsky, Esq
Doubletree Guest Suites - Waltham
8:30 - 12 Noon
617-523-1555 or kpapulis@cushingdolan.com

17

18

19

20

21

22

23

24

25 - Christmas

26

27

28

29

30

31

Sun

Mon

Tue

Wed

Thu

Fri

Sat

1

2 - ELECTION DAY

3 MCLE Litigation with IRS & DOR
Boston
9 - 12 noon
+Webcast
$195/$225

4 - NAELA Instriduction to Elder Law & Special Needs in San Diego

5 - Guardianship Law Conference
Mass Gdnshp Assoc.
@ Suffolk Univ
Boston Implementation and Due Process
$199 / $179

NAELA Institute in SanDiego
continued>>

6 - NAELA Institute in SanDiego

7

8 MCLE Wealth Management BootcampHigh Net Worth Client Counselling
Boston
9:30 - 4 pm
continued >>

9 - MCLE Wealth Management Bootcamp
High Net Worth Client Counselling
Boston
9:30 - 4 pm
$445 - $495
=========
Hampden Cnty Estate Planning Council
11:45 am

10 - MCLE Health Care Access Programs
Boston
9:30 am - 4:00 pm
$25 / $95

11 - VETERANS DAY
Veterans Benefits and Aid And Attendance
Patty Servaes
Bluebird Estates, East Longmeadow
FREE

12 - Veterans Benefit and Aid & Attendance
MassNAELA @ Suffolk Univ., Boston
9 am 1 pm
eligibility, unreimbursed Med Expns,
assets limits
application process,
transfers
trusts, annuities
$199 / $179

13

14

15

16

17

18

19

20

21

22

23

24

25 Thanksgiving

26

27

28

29

30 - MassNAELA Annual Meeting w/ Pres. Elect Edwin Boyer
6 PM @ Westin Hotel, Waltham

Sun

Mon

Tue

Wed

Thu

Fri

Sat

1 MCLE Elder Law Basics Plus Boston
$245 / $275

2

3

4

5

6

7 MCLE CORI Basics
Boston
9:30 am - 12:15 pm
$25 / $95
==========
MCLE: Gdnshp & Cons'ship
Peabody
9 - 12 noon
$225 / $245

8 MCLE Estate Planning Moderate Estate
Boston +Webcast
9 - 12 noon
$195 / $225

9

10

11 COLUMBUS DAY

12 - VA Aid &Attendance Flight School
October 12-13 Paris Hotel-Casino, Las Vegas
$695 / $895

13 - Estate Planning with Insurance
Business Succession; Stephan Leimberg
Hampden Estate Planning Council
WNEC,Springfield
8 am - 12 noon
$45 / $95

14

15 MassNAELA Elder Law Symposium
Health Care; Update; Elder Abuse;
Federal Ct Litigation @ Suffolk Univ, Boston
$199 / $179

MCLE Estate Planning for Moderate Estate
Andover
9 - 12 noon
$195 / $225

16

17

18

19 - MCLE How to Organize A Privately Onwed Business
Boston
1:30 pm - 5:30 pm
$195 / $225

20 MCLE Estate Planning Moderate Estate
Springfield
9 - 12 noon
$195 / $225

21

22

23

24

25 MassNAELA: Collaborative law and Mediation approaches to resolving disputes in the elder law and probate.
6 PM @ Westin Hotel, Waltham

26

27 - Before the Memories Fade: Presymptomatic Diagnosis of Alzheimer's Disease

Westin Hotel, Waltham
7:00 PM
617 868-6718
MANH@alz.org
alz.org/MANH
FREE

28

29 - MCLE Estate Planning Moderate Estate
Andover
9 - 12 noon
$195 / $225
==============
PESI MassHealth Update
8:30 - 4:30
Hilton Garden Inn Waltham
Wm. Brisk, Harry Margolis
$289

30

31

Sun

Mon

Tue

Wed

Thu

Fri

Sat

1

2

3

4

5

6 - LABOR DAY

7

8

9- Rosh Hashanah

10

11

12

13 - MassNAELA: Medicaid View from the Inside, featuring Medicaid Director Terry Dougherty and Board of Hearings Director Kim Larkin, moderated by Susan Levin. 6 PM
Waltham

MCLE - ALI ABA Sophisticated Estate Planning Techniques
Boston continued >>

14 - MCLE - ALI ABA Sophisticated Estate Planning Techniques
Boston
$1,299
=======
Hampden County Estate Plan Council
11:45 am Volatility-Mitigation Strategies. UMass Cntr International Securities & Derivatives Markets

15

16 - MCLE Fiduciary Income Tax of Estates & Trusts
Boston
8:30 - 3:30 pm
$245 / $275
continued>>
========
MCLE Gdnshp & Conservatorship
Boston+webcast
9 - 12 noon
$225 / $245

17- Yom Kipur begins at Sundown

MCLE Fiduciary Income Tax of Estates & Trusts, continued
Boston
8:30 - 3:30 pm
$245 / $275

18

19

20

21 - MCLE Special Needs Trusts
Boston
9 am - 12 noon
$195 / $ 225

22 - MCLE SSI&SSDI Basics
Boston
9:30 am - 4:00 pm
$25 / $95
==========
NOSSCR Fall Social Security Disability Conference
Chicago Marriott >>>to Sept 25th

23 - MCLE Advanced Issues Trust Admin
Boston
9 am - 12 noon
$195/$225

26

27

28

29

30 -MCLE Elder Law Basics Plus Boston
$245 / $275
Continued to Oct 1 >>>>>

30 - MCLE Gdnshp & Conervatorship
Worcester 9 - 12 noon
$225 / $245