Category Archives: Trusts

Elder Law Seminars: Honoring Choices

This month, 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 emergency.  Below is a listing of my upcoming presentations throughout the community.   … Continue reading

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

Leaving Your Wealth in Trust for the Protection of Your Children

Consider how your assets can benefit, or perhaps complicate, the lives of your children or other loved ones when you pass away. You know your children better than almost anyone else, and your estate plan should take into consideration their … Continue reading

Posted in Estate Planning, Trusts

Massachusetts Supreme Judicial Court to hear oral arguments in two Medicaid eligibility cases involving irrevocable trusts

On January 5, 2017, the highest court in Massachusetts will hear oral arguments in two cases concerning the use of irrevocable trusts in Medicaid planning and denials of long-term care benefits. A synopsis of each case is provided below:

Posted in Elder Law, MassHealth, Trusts

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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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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To Gift, or Not to Gift

The topic of gifting assets is often an important discussion in the world of estate planning.  Generally, a main point of gifting is to remove assets from the estate of the donor to avoid potential estate taxes on the asset.  … Continue reading

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Do You Want To Keep The Cottage In the Family? Plan For It Now

            Have you been to your cottage on the Cape recently?  Or perhaps your place in Maine, or on the lake in New Hampshire, or the getaway in the Berkshires?  Wasn’t it great to see your children and grandchildren, enjoying … Continue reading

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Using Revocable Trusts for Tax Planning

I tell almost all of my clients who are married and have an estate worth more than $1,000,000 to consider using revocable trusts in their estate plan to defer payment of estate tax for as long as possible. This type … Continue reading

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A Trust for All Seasons

One of the rewards of being an estate planning attorney is helping individuals and families put their goals and objectives for their financial futures in effect.  Estate planning is the process one goes through to ensure that his or her … Continue reading

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Balancing the Needs of the Spouse and Children Using Disclaimers

The conclusion of my previous post alluded to an estate planning strategy that tries to balance the needs of the surviving spouse and children as trust beneficiaries by taking advantage of the surviving spouse’s disclaimer rights. This post will discuss … Continue reading

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