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Posts in Trust Administration

  • man holding a pen
    May 31 Mass. Supreme Court Reverses Ruling on Trust Home Usage

    Reversing a lower court, Massachusetts’ highest court ruled that two Medicaid applicants’ trusts were not available assets even ...

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  • meeting
    Mar 28 What to Do When a Loved One Dies, Part 2

    In my last blog post , I discussed what to do immediately upon a loved one dying. In this article, I am going to discuss what to ...

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  • man holding a pen
    Mar 27 What to Do When a Loved One Dies, Part 1

    My mother died recently, so I know what to do when a loved one dies. But she was 92 years old and had been in a nursing home for ...

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  • meeting
    Aug 21 Scams Targeting the Elderly – What to Look for

    In the last month, two clients have received letters regarding sweepstake winnings – and each showed signs of a well-conceived ...

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  • Judiciary logo
    Jun 05 Revocable Trusts

    More than five years ago, I set up a revocable trust for one of my clients who I will call “Carol” (because that’s her name). She ...

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  • meeting
    Feb 11 Caregiver Contract: Paying Family Members

    An increasing number of individuals are entering into personal service arrangements with family members to provide for their ...

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