Product Description

Get insight into structuring, financing, and developing affordable housing in Massachusetts. Understand the roles and responsibilities of the different players involved in closing an affordable housing transaction, including investor’s counsel, lender’s counsel, and developer’s counsel. The panelists explain the stages of development, from structuring and financing a project to closing a transaction and share valuable lessons learned from the trenches. The faculty also review a sample transaction closing checklist and common transaction documents.

Agenda & Materials

• 2:00 - 2:05 pm

  Welcome and Introduction

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  Nuryllen D. Aguasvivas, Esq., Nixon Peabody LLP , Boston
  Colette D. Irving, Esq., Nolan Sheehan Patten LLP , Boston
  Peter Lubershane, Esq., Klein Hornig LLP , Boston
  Kurt S. Stiegel, Esq., Robinson+ Cole LLP , Boston
  
• 2:35 - 3:00 pm

  "Ask the Experts" Q&A Session and Key Takeaways

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• 2:35 - 3:00 pm

  "Ask the Experts" Q&A Session and Key Takeaways

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• 2:05 - 2:45 pm

  Overview of Basic Medicaid Eligibility Rules

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  • Understanding Countable and Non Countable Assets
  • Spousal Protections
  • Transfer Penalty Rules/Look-Back Period
  • Basic Planning Strategies: Last Minute and Planning Ahead

  Steven M. Cohen, Esq., Rubin and Rudman LLP , Boston
  
• 2:45 - 3:45 pm

  Medicaid Update: Litigation Concerning Massachusetts

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  • Challenges to Trusts and Their Provisions
  • Annuity Cases
  • Estate Recovery Cases

  Patricia Keane Martin, Esq., Seegel Lipshutz Lo & Martin LLP , Wellesley Hills
  
• 3:45 - 4:00 pm

  Break (opportunity for Q&A)
• 4:00 - 4:45 pm

  Review of Recent Case Law Concerning Important Developments in the Medicaid Planning World That Every Practitioner Must Know

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  Lisa M. Neeley, Esq., Rubin and Rudman LLP , Boston
  
• 4:45 - 5:00 pm

  "Ask the Experts" Q&A Session and Key Takeaways

  Panel
  

Please Note

MCLE webcasts are delivered completely online, underscoring their convenience and appeal. There are no published print materials. All written materials are available electronically only. They are posted 24 hours prior to the program and can be accessed, downloaded, or printed from your computer.

Chair

Faculty