In Dermody v. Health and Human Services, the Massachusetts Supreme Judicial Court decides MassHealth is entitled to payment from community spouse annuities for benefits paid on behalf of nursing home spouses.
The case of Gallagher v. South Shore Hospital establishes the primacy of the health care agent in making medical decisions and the necessity of officials to follow the procedures set out in the elder protective services statute.
The challenge to the trustee of trust for Aaron Hernandez’s daughter highlights the difficulties that may arise regarding trustee discretion.
ABLE accounts expanded to include individuals who became disabled before age 46. Gov. Baker’s last act: transfer penalty for pooled disability trusts after age 65.
In the Matter of Leo Kahn Revocable Trust, the Massachusetts Appeals Court finds ambiguity as to whether trustee removal under the Uniform Trust Code is “for cause” or “without cause.”
For many grandparents, the decision of where to live in retirement is most influenced by where their grandchildren life, as well as their need for child care.
Where to live in retirement may well be a two-step process, with one location in early retirement when you are healthy and independent, and another later on when you may need assistance.
The SSI Savings Penalty Elimination Act would raise the asset limit for Supplemental Security Income from $2,000 to $10,000, relieving a huge encumbrance to the success of the program.
Many on-line resources provide guidance on the best places to retire, but try out your pick before making your move.
Planning steps to mitigate the new millionaires tax in Massachusetts include spreading out income, 1031 exchange and moving out-of-state.
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Meet Christel Verstraelen, a legal assistant at Margolis Bloom & D’Agostino.
