Special needs trusts are designed to provide funds to improve the quality of life for a disabled person while still protecting his or her eligibility for public benefits such as MassHealth and Supplemental Security Income (SSI). Funds in a special needs trust can be used for a wide range of goods and...
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ADUs and the Estate Planning Attorney
How to Live with Your Kids While Protecting Them & Yourself from Taxes and Other Unpleasantness
Please join us to explore the legal and practical considerations of creating and sharing an Accessory Dwelling Unit [ADU] with loved ones. We will discuss what to do about utility costs and fair...
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Impact of the One Big Beautiful Bill Act on Medicaid Support for In-Home and Nursing Home Care
The Big, Beautiful Bill was signed into law on the Fourth of July. The bill’s “beauty” is open to debate, but it is clearly big, both in size (over 800 pages) and scope. In this article I will focus on how the new law’s Medicaid cuts may affect in-home and nursing home...
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Join Us for an Evening of Q&A on Aging in Place
***To RSVP, see the yellow highlight below.***
Estate Planning for Families with Accessory Dwelling Units
Last time I discussed how a new law has simplified the creation of accessory dwelling units (ADUs), and how ADUs can help elders and people with disabilities live at home for as long as possible. I am so excited about the possibilities this opens for elders and disabled persons...
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How PACE Helps Elders Reside at Home for as Long as Possible
As most of you know, I am committed to helping elders live at home for as long as possible. My last two articles have focused on MassHealth programs that help elders accomplish this goal. You can find these articles here. Now I’d like to discuss another option: PACE (Program...
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Two More MassHealth Programs that Help Elders Avoid Moving to a Nursing Home
As you know by now, my goal is to help elders stay at home for as long as possible. For most people, their own financial resources are not enough, and we supplement those with MassHealth (or sometimes the VA). Under the MassHealth umbrella, there are several programs that can...
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How the Frail Elder Waiver Helps Elders Avoid Having to Move to a Nursing Home
As many of you know, I am dedicated to helping elders reside at home for as long as possible. The Frail Elder Waiver (FEW) is one of the MassHealth programs that helps seniors accomplish this.FEW provides support to eligible elders 60 years of age or older whose needs meet the level of...
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Choosing a Trustee for Your Irrevocable Trust
As I discussed in a recent article, irrevocable trusts are highly effective tools for protecting assets from the cost of long-term care. That’s because assets in an irrevocable trust are not available to the grantor (the person whose assets are in the trust). Instead, the assets are controlled by...
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Why Would Someone Want an “Irrevocable” Trust?
An irrevocable trust can’t be modified or terminated except under certain very limited circumstances. This type of trust requires the grantor (the person for whom the trust is created) to transfer assets into the trust and give up his or her rights of ownership to those assets. So why would anyone want...
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