This webinar will provide an overview of the essential estate-planning documents that everyone should have. It will include a discussion of:
- Appointing trusted individuals to make your medical and financial decisions if you are unable to do so
- How and why to avoid probate court, which involves delays in decisions and financial distributions
- How to minimize Massachusetts and federal estate taxes
- Tips for protecting and preserving your assets for both future generations and disabled beneficiaries
- Eligibility guidelines for Massachusetts Medicaid long-term care coverage
Presenter: Patricia C. D’Agostino, J.D.; Partner, Margolis & Bloom, LLP
Patricia C. D’Agostino is a Partner at Margolis & Bloom, LLP, practicing in the following areas: estate and long-term care planning, MassHealth applications and appeals, planning for children with special needs, settlement planning, guardianship and conservatorship, and probate administration. She has developed a specialized practice in the area of advising clients on how to supplement the cost of care at home or in an assisted living facility through the use of myriad MassHealth, Veterans Administration, and low-income programs.
MIT is committed to providing an environment that is accessible and inclusive for individuals with disabilities. If you need a disability-related accommodation for this event, please email worklife@mit.edu.
