Who Should Attend
- Certified Financial Planners
- Paralegal/Legal Assistant
This seminar is open to the public and offers a non-mandatory CLE opportunity
to Massachusetts attorneys. It provides continuing education credit to accountants
and certified financial planners.
The Massachusetts Board of Public Accountancy accepts courses from
providers that are members of NASBA’s National Registry of CPE Sponsors. Foxmoor
Continuing Education, a division of HalfMoon Education, is registered with the
National Association of State Boards of Accountancy (NASBA) as a sponsor of
continuing professional education on the National Registry of CPE Sponsors. This
intermediate-level course offers 7.5 CPE hours in the field of specialized knowledge.
A basic understanding of MassHealth is recommended, and no advanced preparation
is necessary. State boards of accountancy have final authority on the acceptance of
individual courses for CPE credit. Complaints regarding registered sponsors may be
submitted to the National Registry of CPE Sponsors through its website:
www.learningmarket.org. Sponsor No. 103015.
Foxmoor Continuing Education, a division of HalfMoon Education Inc., is a
CFP Board-registered continuing education sponsor. The Certified Financial Planner
Board of Standards, Inc. has granted 7.5 hours of continuing education credit for the
completion of this seminar.
HalfMoon Education is certified by the New York State CLE Board as an
Accredited Provider of CLE programs. This traditional format course offers 7.5
CLE hours, consisting 7.5 Areas of Professional Practice hours suitable to new and
Course approval for paralegals is applied for and pending from NALA and NFPA.
Attendance will be monitored, and attendance certificates will be available
after the seminar for most individuals who complete the entire event. Attendance
certificates not available at the seminar will be mailed to participants within fifteen
William J. Brisk
Mr. Brisk has been recognized as a Fellow of the National Academy of Elder Law Attorneys and has served on NAELA’s national board as well as presided over the Massachusetts Chapter. He is the principal author of Lexis/Nexis’ Massachusetts Elder Law and, until recently was Editor-in-Chief of the NAELA Journal. He has been named a SuperLawyer since that designation was established in 2006. He has presented this program since 2000 and regularly presents to national and local audiences. He is also an adjunct professor at Suffolk University Law School, teaching courses on elder law and end-of-life care.
PATRICIA C D'AGOSTINO
RAYMOND DOBBIE JR
JENNIFER A DUHAIME
HARRY S MARGOLIS
Harry S. Margolis graduated from Swarthmore College and the New York University
School of Law. Mr. Margolis has been, since its inception, editor of The ElderLaw Report,
a monthly newsletter for attorneys which helped define the field more than 20 years ago.
He has also produced The ElderLaw Portfolio Series, a compilation of in-depth studies on
significant aspects of elder law. Mr. Margolis’ ElderLaw Forms Manual has been regularly
consulted by elder law attorneys throughout the United States.
Both Harry Margolis and Bill Brisk have been recognized as Fellows of the National
Academy of Elder Law Attorneys and both have served on NAELA’s national board. Both
have presided over the Massachusetts Chapter of NAELA (Harry as its founding president),
and both have been named SuperLawyers since that designation was established in
Massachusetts in 2006. They have presented this annual program since 2000 and speak
regularly to national as well as local audiences – both professional and general.
ROBERT D SIEFERT