Attorney Karen Jackson to Lead Estate Planning Series at HCC

HOLYOKE — Attorney Karen Jackson of Jackson Law in Holyoke will lead a three-course series on estate planning at Holyoke Community College beginning Oct. 9 from 6 to 7:30 p.m.

“Powerful Tools to Save the Home and Other Assets from the Nursing Home Bill” will continue on Oct. 16 and 23, also from 6 to 7:30 p.m. Participants will hear a high-level overview of MassHealth’s financial requirements, “so MassHealth, not the family, funds any necessary long-term nursing home care,” Jackson explained.

She will also explain the benefits of what she calls the “powerful tools in estate planning” — the irrevocable trust, the caregiver child exception, the adult disabled child exception, the Medicaid qualified annuity, pooled trusts, and long-term care insurance. “I will explain the benefits and limitations of each of these tools and will invite and encourage questions,” Jackson said.

The cost for the series is $179. To register, call (413) 552-2320.