Tag Archives: MassHealth

Upcoming Elder Law Clinics

    Estate planning, tax minimization and asset protection concerns are very different for single people versus married couples.  Learn what steps singles need to take to protect yourself and preserve your assets.  Attend one of my elder law seminars … Continue reading

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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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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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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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Paying Your Caregiver

Our clients (let’s call them Frank and Mary) live in a very pleasant retirement community, and that is where they want to stay.  They would prefer not to have the “intrusiveness” of assisted living.  They like being in the safety … Continue reading

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Benefits Planning with Income Tax Deductions

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Co-authored by Janet W. Moore This is the first of a series of blog posts on real-life situations that may apply to you and your family, where the solutions involve some combination of government benefits planning and tax planning. This … Continue reading

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GIVE EARLY, GIVE OFTEN

December is the season of giving.  It is also the time when I get the most questions about when to give, how much to give, and what the effect of that giving may be, on both my clients as well … Continue reading

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MASSHEALTH PLANNING: CAN A POOLED TRUST HELP YOUR LOVED ONE?

Is your mother or father, or someone close to you, confined to a nursing home? Do you think he or she has too many assets to qualify for MassHealth? Think again.   Elderly Massachusetts nursing home residents can qualify for MassHealth … Continue reading

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Nursing Homes: Who’s Responsible to Pay?

Recently, I have been asked a number of times if a family member is responsible for the costs of nursing home care of another family member.  Last year, it was reported that a son in Pennsylvania was sent a $93,000 … Continue reading

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