People pay to set up trusts in order to avoid probate and minimize estate taxes, and then they fail to fund the trust.
Attorneys relieved from malpractice claim under Massachusetts Chapter 93A due to speculative nature of damages
A Massachusetts attorney was disciplined for serving as trustee of a special needs trust that lost all of its assets due to the self dealing of a co-trustee
Learn how irrevocable trusts are currently treated in MassHealth applications, and the best to make changes to secure MassHealth eligibility.
The MassHealth Board of Appeals recently decided a case involving real estate held by a trust. Margolis & Bloom, Wellesley, MA, 781-705-6400
What happens when a trustee’s duties are breached and he starts transferring funds for their own benefit? Margolis & Bloom, Wellesley, MA, 781-705-6400
‘Second Home Savvy’ authors Tim Borchers of Borchers Trust Law and Chris Cahill of 12 Points Wealth Management talk to Harry Contact us at 781-705-6400.
Each podcast includes a guest answering questions and discussing a special estate planning issue. Margolis & Bloom, Wellesley and Boston, MA, 02481.
A California court rules that a trust’s provision restricting payment of trustee’s fees is binding. Margolis & Bloom, Wellesley and Boston, MA, 02481.
Grantors should provide a written statement of their wishes to trustees. Blog post from Margolis & Bloom, Wellesley, MA, 781-705-6400
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It’s very hard to believe, but it’s been 35 years since I hung up a shingle to practice elder law on June 1, 1987. At the time, few people had heard of “elder law” and I wanted to brand the field and the new firm, so I called it ElderLaw Services.
