Norfolk & Plymouth Estate and Business Planning Council

 

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  • “PYA” - Protecting Your Assets from MassHealth and the Cost of Care

“PYA” - Protecting Your Assets from MassHealth and the Cost of Care

  • 03/31/2016
  • 8:30 AM - 11:00 AM (EDT)
  • Lantana, 43 Scanlon Drive, Randolph, MA 02368
  • 27

Registration

  • If you have renewed your membership by October 1st as a member of the NPEPC you will have the opportunity to attend one complimentary event this year (Sorry our Annual Meeting is not included in this promotion

Registration is closed

“PYA” - Protecting Your Assets from MassHealth and the Cost of Care

Here’s what we’ll cover: 

  •  What can you do to protect your financial assets and your home in the event of a long term care need?
  •  You will learn about the various legal tools and strategies – what is available under today’s law.
  •  You will also learn about insurance as an option…highlighting both traditional and hybrid LTCi products.
Our Panelists:

Tobe Gerard, CLTC, MBA, MLS, LIA

Tobe Gerard entered the insurance industry more than 35 years ago in a highly unusual way – through her work as alibrarian! When she served as head librarian at the prestigious Insurance Library Association of Boston, she realized that she discovered a new passion. She loved insurance more than she loved being a librarian!  Since 2000, Tobe has committed her professional life to helping people manage the risk of needing extended long term care. READ MORE HERE

Timothy R. Loff, Esquire

Timothy R. Loff grew up in Bloomington, Minnesota, and moved to the Boston area to go to law school, and has been here ever since.  He was a founding partner of the Law Firm of Blake & Loff in Boston until 1997 when he moved his office to Newton.  Tim presents on legal issues for many local organizations in Massachusetts including the Newton, Needham and Waltham Councils on Ageing, the Waltham Police Department’s Seniors Academy for Education, and the Massachusetts Bar Association Legal Education Institute. His practice focus is on Probate matters, representing individuals and families on Estate and Healthcare planning and issues.  For many years Tim has served as a Director of the Massachusetts Chapter of the National Academy of Elder Law Attorneys (NAELA), and as the Chairman of the Ethics Committee, the Public Relations Committee, and Long Term Care Insurance Committee for that organization. READ MORE HERE 

Nick and his wife Elisabeth make their home in Milton with their two sons, John and Andrew. When not working or singing, Nick avidly pursues his interest in history and theology.

Lisa M. Cukier is a partner at Burns & Levinson and concentrates her practice in all aspects of estate and trust litigation, fiduciary litigation, probate law, child custody, parentage issues and divorce, planning and litigation for blended families and same-sex couples, adoption, guardianship and conservatorship, and elder financial exploitation.

 

Recognized for her expertise and skill, Ms. Cukier is a frequent speaker on the topics of trust and estate litigation, estate planning, and family law, including same sex marriage. She is a continuing Faculty Member at Newton Community Education, for the course “Wills, Trusts and Probate” 2008 through the present. She is also a regular contributor for various publications including Boston Spirit Magazine, and a columnist for the Weston Town Crier and Wicked Local Wayland. Prior to joining Burns & Levinson in 2002, she served as Assistant General Counsel for the Department of Mental Health and as Assistant General Counsel for the Department of Mental Retardation.

Norfolk & Plymouth Business and Estate Planning Council

2637 E Bellerive Drive, Chandler, AZ 85249

844-37-NPEPC

Hello@NPEPC.org

The Norfolk & Plymouth Estate and Business Planning Council is a 501(c)6 non-profit organization

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