You can contest a trust in Massachusetts, but only under specific circumstances and within strict time limits. Courts do not undo a trust simply because the result feels unfair. There must be evidence that something legally went wrong when the trust was created or later amended.
When a trust...
We have reached the final week of Feel Good February! Over the last three weeks, we’ve secured your team with the Guardian Duck, organized your assets with the Treasure Duck, and ensured your personal care with the Comfort Duck.
Now, it is time to bring it all together with our final guide: The Legacy Duck. This week...
Erin L. Nunes, Esq., Managing Partner
For many individuals and families, an Irrevocable Trust (IRT) is a crucial component of a comprehensive elder law plan, particularly for protecting assets while planning for potential long-term care needs and Medicaid eligibility. A common concern, however, is how to access funds from...
Families facing substance use disorders know how complicated the situation can be. You want to protect your loved one, provide for them, and support their recovery, but without putting them or their inheritance at risk. A traditional estate plan may not provide the necessary safeguards. With thoughtful planning, it’s possible to leave...
When you're thinking about your children's future, the idea of leaving them money probably comes with a mix of love and concern. You want to provide for them, but you also want to make sure that what you leave behind is handled wisely. That’s where a trust can be a helpful tool....
A trust is one of the most effective ways to protect your assets and provide for your loved ones. It allows you to set clear instructions for how your property should be managed and distributed, both during your lifetime and after you're gone. However, creating a trust is only part of the...
A trustee holds a significant position of trust and responsibility. When someone creates a trust, they rely on the trustee to carry out their wishes and safeguard the assets within the trust. This role isn’t just about managing finances; it’s about honoring the trust’s purpose and protecting the interests of the beneficiaries....
By Rebecca S. Spinner, Esq.
Creating a trust is a significant step in estate planning. However, simply drafting the trust document is not enough. The most critical part of the trust creation process is funding the...
Irrevocable trusts are often seen as set in stone, but life doesn’t always follow the plans we make. Sometimes, circumstances change, and a trust may no longer meet the needs of its beneficiaries or align with the grantor’s original intentions. Whether it’s due to a significant life event, tax law changes, or...
Great news for Massachusetts residents! Pooled trusts are once again available as an asset protection tool for those planning for long-term care. Thanks to the recent passage of the Long-Term Care Bill, individuals seeking MassHealth benefits can now establish a pooled...
