The M&B Weekly     
October 15, 2013  
 
Please feel free to share this e-letter with anyone else you feel may benefit from the information it provides. Also, e-mail us at firm@margolis.com if you have questions we might be able to answer or an announcement you would like to spread. 
Jane Dobisz
In this issue...
Using an Annuity to Keep the Spouse of a Medicaid Applicant from Becoming Impoverished
MassHealth Update 2013
Attorney Reprimanded For Failure to Properly Settle Case
RESOURCE:INDEX, Information for People with Disabilities in Massachusetts
  
(617) 267-9700

 

Quick Links
Using an Annuity to Keep the Spouse of a Medicaid Applicant from Becoming Impoverished     

When one spouse qualifies for Medicaid 

stay, the spouse who is at home is often left without many resources.  While Medicaid has rules to prevent community spouses from 

impoverishment, the protections aren't always enough. There are steps that you can take to 

increase the community spouse's income, and as a recent 

case illustrates, an annuity may be a good option. 

 

Click here to learn more.

MassHealth Update Program Coming Up Soon


Join this one-day program on Friday, October 25, lead by leading Massachusetts elder law attorneys William J. Brisk  and Harry S. Margolis (of Margolis & Bloom) to learn the most current MassHealth planning techniques, which still work, and which are being seriously challenged.  The program will be supplemented in the afternoon with presentations by members from Elder Decisions, Modera Wealth Management, and Dobbie Insurance Agency on the many non-legal aspects of senior caregiving, including long-term care insurance and resolving family disputes.

The program will take place on Friday, October 25th, from 8:30 a.m. to 4:30 p.m. at the Embassy Suites at 550 Winter Street in Waltham.

Please click here to register.
Attorney Reprimanded For Failure to Properly Settle Case

Salem Attorney William R. Dimento recently received a public reprimand (No. 2013-6) by the Board of Bar Overseers (BBO) for both his failure to properly settle a Medicare lien and his repeated misrepresentation to his client that he was working to have the lien resolved when, in fact, he lacked the expertise to handle the matter.


Click here to learn more.

RESOURCE: INDEX, Information for People with Disabilities in Massachusetts 

 

The INDEX website provides people with disabilities and their families the necessary information they need to maximize their independence and productivity in our 
the community. INDEX is part of the Eunice Kennedy Shriver Center and one of the four organizations that make up the Massachusetts Developmental Disabilities Network.
 
Click here to learn more.