The M&B Weekly     
September 3, 2013  
 
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Jane Dobisz
In this issue...
Getting People Out of Nursing Homes Turns Out to be Complicated
Everything You Wanted to Know About the Medicare Secondary Payer Program, But Were Afraid to Ask
How Many Agents Should You Name on Your Durable Power of Attorney
RESOURCE: Special Needs Trusts and Special Needs Planning
  
(617) 267-9700

 

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Getting People Out of Nursing Homes Turns Out to be Complicated
 
Dorothy Holmes was in the bathroom of her home getting ready to shower when she fell. It's the type of accident that's common among older Americans - and it's often the very thing that triggers the end of independence.  
 
Holmes spent almost three months in a hospital and then transferred to a nursing home to recover.  Often times patients never leave the nursing home but Holmes was able to transition back home through a medicaid program called Money Follows the Person. 
 
Click here to learn more.
Everything You Wanted to Know About the Medicare Secondary Payer Program, But Were Afraid to Ask
 

Have you heard that the Medicare Secondary 

Payer (MSP) Program will be expanded from worker's compensation to tort cases? That the attorney will be liable if the client's Medicare obligations are not met? Have you been to presentations where you've left with more questions than answers?

 

On October 3rd hear nationally-recognized MSP consultant Jason Lazarus explain the real world implications of the MSP program, including:

  • The legal underpinnings of the MSP program;
  • The responsibility and potential liability of personal injury attorneys;
  • Which cases have to consider Medicare's interest;
  • How to protect yourself and your client;
  • How to determine the Medicare Set Aside (MSA) amount.
  • Funding the MSA; and
  • Managing the MSA.
 Click here to learn more and to register.
How Many Agents Should You Name on Your Durable Power of Attorney?  
 

In your durable power of attorney you can name  one or more agents ("attorneys in fact") to step in and act on your behalf in legal and financial matters in the even of incapacity. This can be your most important estate planning instrument and can save your family a great deal of trouble and expense if you were injured, became ill, or were to suffer from dementia.

 

While everyone should have a durable power of attorney if they have someone to name who they trust, who to name and whether to name more than one agent can be difficult questions.

 

Click here to learn more.
 

RESOURCE: Special Needs Trusts and Special Needs Planning

 

Parents of children with special needs face a number of challenges when planning their estates, including how to leave funds for their child without giving up important public benefits and how to ensure that there is enough money to meet their child's needs. 

 

Click here to learn more.