Comments Off on Presentation Slides for Providence Retired Teachers Association
On October 24th, I was pleased to present to a meeting of the Providence Retired Teachers Association (PRTA), a program entitled Estate and Medicaid Planning. As promised, posted below are the slides from the presentation.
This presentation was the sixth time—the first being in 2003–that I have been privileged to present to the PRTA. As a proud and grateful graduate of the Warwick public schools, I am glad make whatever contribution I can to retired public school teachers.
It was great to see many familiar faces, as well to meet new members. One member missed by all, of course, was the PRTA’s long-time former President, Anthony Mancini. I was pleased hear of the efforts to develop a scholarship fund in Anthony’s name. When asked to what organization I would like a contribution in my name to made by the PRTA, the answer was easy—the Anthony Mancini Scholarship Fund! Once the requisite documentation from the IRS is received by the PRTA, I and many others look forward to making direct contributions in honor of a man who did so much for the PRTA.
If you have specific questions, or wish to consult with me about your individual circumstances, please contact me. Again, it was a pleasure to be with you again.
Comments Off on “Navigating Mom’s Final Years” Recap: Tools for Supporting Aging Loved Ones
I was delighted and privileged to serve as a panelist on a seminar sponsored by The Catholic Foundation of Rhode Island on October 4th entitled Navigating Mom’s Final Years.
Expertly organized by Andrea Krupp, Esq. of the Catholic Foundation, the fact pattern presented was honed by my fellow panelist Betsey Purinton, CFP of StrategicPoint. The scenarios developed by Betsey enabled us and our fellow panelist, The Reverend Monsignor John Darcy, to outline the circumstances commonly experienced by aging baby-boomers, elders and their family.
Betsy’s fact patterns, highlighted by the deft skills of our moderator, Nicholas Denice of Hinckley Allen, were an excellent starting point for us panelists to discuss the financial, legal and spiritual issues confronting aging people and their families in these increasingly common situations.
As promised, I am including two links referred in my presentation. The first, Why Am l Left in the Waiting Room? Understanding the 4 C’s of Elder Law Ethics, is a brochure which I assign to the students in my Elder Law class at Roger Williams University Law School. As Betsey pointed out in her presentation, it is important for both legal and financial professionals to focus on who the client is.
The second is a link to the Center for Medicare Advocacy’s FAQ guide on the Medicare “Improvement Standard”. It dispels the persistent myth that a long-term nursing home resident needs to be “improving” in order to continue receiving the skilled nursing home benefit available under Part A of Medicare. This link contains advocacy tools for family members seeking to maximize the Medicare benefits of a loved one in a nursing home.
Thanks to the Foundation, sponsors (listed below), fellow panelists and attendees for an excellent learning experience.
