MLRI: Elder Benefits Programs
Basic Public Benefits Advocacy Training
- Product Number: 2210101P01
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CLE Credits, earn up to:
5.5 substantive credits, 0 ethics credits CLE Credit Note -
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Product Description
Product Description
Due in part to the high cost of living, older adults in Massachusetts have the second lowest levels of economic security in the nation. This training provides an overview of the key public benefits programs to help older adults meet their basic needs. Experts review the basic eligibility rules for cash benefit programs like SSI and Social Security Insurance benefits, home-based care services from the Office of Elder Affairs, and health care programs like Medicare and MassHealth. It also provides a brief summary of other public benefits. This program provides legal services advocates, lawyers, paralegals, social workers, case managers and advocates with other community groups with basic knowledge about many of the resources available to elders, with an emphasis on program criteria specific to elders and how to navigate the complexities across programs. -
Agenda
Agenda & Materials
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12:00 - 12:05 pm
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2:50 pm - 3:26 pm
Elder Benefits: Medicare Drug Coverage (Part D) & Prescription Advantage
on demand video Add to Cart -
3:26 pm - 4:03 pm
Elder Benefits: EAEDC and Additional Options for Income Maximization
on demand video Add to CartKelly J. Guarino, Esq., Fiduciary Trust Company , Boston
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3:26 pm - 4:03 pm
Elder Benefits: EAEDC and Additional Options for Income Maximization
on demand video Add to CartKelly J. Guarino, Esq., Fiduciary Trust Company , Boston
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12:05 - 12:15 pm
Endowment Structures; Types of Endowments: Quasi-, Term, Restricted, Unrestricted
on demand video Add to Cart -
12:15 - 12:40 pm
UPMIFA–Uniform Prudent Management of Institutional Funds Act; UPIA–Uniform Prudent Investor Act
on demand video Add to Cart -
12:40 - 1:00 pm
Gift Acceptance Policies; Spending Policies; Modification and Release of Restrictions
on demand video Add to CartJocelyn A. Bishop, Esq., Hurwit & Associates , Newton
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1:00 - 1:15 pm
Key Taxation and Accounting Issues
on demand video Add to CartJocelyn A. Bishop, Esq., Hurwit & Associates , Newton
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1:15 - 1:40 pm
Investment Policies; Working with Investment Committees; Delegation of Investment Management; Socially Responsible, ESG, and Impact Investing
on demand video Add to CartKelly J. Guarino, Esq., Fiduciary Trust Company , Boston
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1:40 - 1:50 pm
Alternatives to Endowments
on demand video Add to CartKelly J. Guarino, Esq., Fiduciary Trust Company , Boston
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1:50 - 2:00 pm
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