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I’m Going On Vacation! I’m Going On Vacation! I Need To Update My Estate Plan!!

As we fly at lightning speed through the month of August, we are reminded as estate planners and New Englanders that evvvvverybody is going on vacation!  Some are off to the Cape or the Islands for a week, others to visit family and friends across the country and some especially lucky ones on that long-awaited […]

Irrevocable Trust Update—Favorable Decision from the Massachusetts Appeals Court is a Battle Won but Not the End of the War

My February 2016 blog post gave a bleak outlook across the battlefield of irrevocable income only trusts in a Medicaid context—it’s guerrilla warfare out there, there are no rules, and the Superior Court and fair hearing decisions are all over the map making it very difficult to advise seniors who want to protect their home from […]

MassHealth’s Treatment of Irrevocable Income Only Trusts as Murky as Ever

Often our clients come to see us to discuss their options for protecting their primary residence should they ever require long-term care in a nursing home.  The conversation usually involves a discussion about the pros and cons of a transaction which would protect the home from the placement or collection of a MassHealth lien.  As […]

MassHealth Applications—How to Avoid a Calamity on the Rails

Each year, I have the pleasure of chairing the Massachusetts Continuing Legal Education (MCLE) seminar on The MassHealth Process from Application to Appeal.  While preparing for this year’s seminar which is scheduled for November 10, 2015, I began to think about the complexity of the process, how daunting it is for families and the myriad […]