Author Archives: Arthur Bergeron

About Arthur Bergeron

Art has been practicing law in Massachusetts for over 30 years. He focuses his practice on elder law, estate planning, probate and trust administration, and land use matters. Art counsels senior citizens and their loved ones regarding elder law and special needs planning, asset protection and Medicaid planning. He works with individuals in all areas of estate planning, including wills, trusts, durable powers of attorney, health care proxies and living wills.

‘Tis the Season for Giving

This is the time of year when I receive numerous calls from clients asking about year-end gifts they want to give to their children or other relatives and friends. Many have questions about the amount they can gift away without … Continue reading

Posted in Estate Planning, Gifting

Elder Law Seminars: Honoring Choices

During the next couple of months, my elder law seminars will be focusing on “Honoring Choices” in regards to your health care planning, should you become ill or in case of an emergency.  Below is a listing of my upcoming … Continue reading

Posted in Assisted Living, Elder Law, Estate Planning, Home Care, Incapacity, Probate, Trusts, Wills

Massachusetts Budget Proposal Would Radically Change MassHealth Estate Recovery Rules and the Elder Law Practice

March 2, 2016   In January, Governor Charlie Baker released his administration’s budget proposal for 2017. While the plan covers numerous areas, one part, Outside Section 11 or “OS 11,” proposes changes that would significantly expand the scope of estate recovery … Continue reading

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A Cautionary Tale

  Last week I met with a delightful couple in their early 80’s with a big problem.  Over 10 years ago, at the urging of their four children, these folks transferred to their kids a so-called “remainder interest” in the … Continue reading

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The Tax Deduction for People with Dementia

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April inevitably means tax time, so whether or not you need to file a return, this tends to be the season when you, and everyone else, think about deductions and techniques you might use to reduce the amount of tax … Continue reading

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What do We have in Common with Scotland and Minnesota?

            Scotland and Minnesota have something in common, it turns out that they are among a handful of places where local governments are being encouraged by the state to develop “dementia-friendly communities.”   Dementia in Scotland, Winter 2014/15 – Issue 85 … Continue reading

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Driving in Winter? Play it Safe!

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            I remember when I was younger how much I loved driving in winter.  I loved that sense of being slightly out of control as I hit that ice patch going around a corner.  Ah, to be young and carefree! … Continue reading

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My Resolutions and Yours

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            As I write this, it is still December.  When you read it, it will likely already be January.  December is a time for reflection; January is a time for new resolutions.  Let me tell you my resolutions and suggest … Continue reading

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Making Your Giving Count

           By now you have already been buried with requests from charities near and far, worthy and not-so-worthy, hoping to share in your good cheer during what is inevitably called the season of Giving.  If you’re like many parents (and … Continue reading

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Taking Stock During the Holidays

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For many of my clients, Thanksgiving is the best holiday of the year.  The kids fly or drive in for dinner or a more extended stay.  A child living in the area has often assumed the meal management duties.  The … Continue reading

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