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Daily News

HOLYOKE — Attorney Karen Jackson of Jackson Law in Holyoke will lead three estate-planning workshops at Holyoke Community College (HCC), once per month in September, October, and November.

An elder-law and estate-planning attorney, Jackson will present these sessions:

• “Core Estate Planning,” Thursday, Sept. 21, 6-7 p.m. Jackson recommends that everyone should have what she calls a ‘core estate plan,’ with a will, power of attorney, and healthcare proxy. She will explain the value of each document.

• “De-mystifying Trusts,” Thursday, Oct. 19, 6-7 p.m. Jackson will explain what a trust is, review the different types of trusts, and outline who needs a trust and in what situations.

• “Saving Your Home from the Nursing Home Bill,” Thursday, Nov. 30, 6-7 p.m. Jackson will explain the use of an irrevocable income-only trust to save one’s home when nursing care becomes problematic. She will explain MassHealth rules and provide tips and traps to avoid.

Each class costs $39. To register, call (413) 552-2320.

Daily News

HOLYOKE — Attorney Karen Jackson, an elder-law and estate-planning attorney at Jackson Law, will teach a two-part class highlighting the latest developments in elder law and estate planning at Holyoke Community College (HCC).

The four-hour course, called “Elder Law and Estate Planning: What You Need to Know,” will be presented in a pair of two-hour sessions, on Mondays, Oct. 18 and 25, from 6 to 8 p.m. The cost is $99.

“The course will explain the basic building blocks of an estate plan,” Jackson said. “From that foundation, we will also consider the various specialized trust documents that support this planning. I will clarify the probate court process and what it means to probate a will. And I will explore current MassHealth issues in the event of a nursing-home stay.”

In the first session, Jackson will explain each document in the core estate plan — the will, power of attorney, healthcare proxy, Health Insurance Portability and Accountability Act (HIPAA) release, and advance directive. She will discuss the problems that can occur when proper documents are not prepared before a loss of mental capacity or physical health or before sudden loss of life. In the first session, she will also cover the different types of trusts — the revocable trust, irrevocable trust, and special-needs trust — and the reasons for creating each kind of trust.

During the second session, Jackson will explain the various tools and techniques to save the home and other assets from the nursing home bill: gifting, the Medicaid qualified annuity, pooled trusts, caregiver child exception, and Medicaid qualified trusts.

For participants who may be able to attend only one session, the full course fee is still required.

Holyoke Community College’s main campus in Holyoke is at 303 Homestead Ave. To register, call HCC at (413) 552-2500 or register online at www.hcc.edu/bce.

Daily News

HOLYOKE — Adapting to COVID-19 restrictions, Attorney Karen Jackson of Jackson Law will teach a series of Holyoke Community College classes through Zoom, highlighting the latest developments in elder law and estate planning.

An elder-law and estate-planning attorney, Jackson will present her six-hour course, called “Elder Law and Estate Planning: What You Need to Know,” on Zoom in three two-hour sessions on consecutive Mondays, May 4, 11, and 18, from 6 to 8 p.m. The cost is $99.

To register, e-mail Valentyna Semyrog at [email protected], leave a message at (413) 552-2123, or visit www.hcc.edu/bce. Participants will be sent a link to join the class and can join using PCs, laptops, or smartphones.

“The course will explain the basic building blocks of an estate plan,” Jackson said. “From that foundation, we will also consider the various specialized trust documents that support this planning. I will clarify the Probate Court process and what it means to probate a will. And I will explore current Medicare and MassHealth issues that are affecting seniors.”

In the first session, Jackson will explain each document in the core estate plan. She will discuss the problems that can occur when proper documents are not prepared before a loss of mental capacity or physical health or before sudden loss of life.

The second session will address four areas: trusts, the probate court process, Medicare hot topics, and options for community care and home care. Jackson will provide pertinent information and details about each to assist attendees in their planning now.

In the third and final session, Jackson will introduce the various Medicaid programs that provide long-term skilled nursing-home care in Massachusetts and the financial assistance associated with each.

While participants may choose to attend any or all of the sessions, they must still pay the full course cost of $99.