Cushing & Dolan, P.C. Attorneys At Law

Articles & Resources

NEW: Drafting Irrevocable Medicaid Trusts After the Doherty Decision (Powerpoint)
NEW: Drafting Irrevocable Medicaid Trusts After the Doherty Decision (Word)
NEW: Estate Planning in 2010 - Maybe I Should Have Been a Brain Surgeon (Powerpoint)
NEW: Estate Planning in 2010 - Maybe I Should Have Been a Brain Surgeon (Word)
NEW: NEW HUD RULES AND RESPA REFORM January 2010 (Powerpoint)
Fall Seminar Series - Medicaid Update/Annuities - September 2008
Fall Seminar Series - Housing and Economic Recovery Act of 2008 and Related Developments
How to Survive and Prosper in a Housing Recession
Estate Planning Retirement Benefits - Presented at Notre Dame University
Estate Planning Documents - Living Wills, Health Care Proxies, Etc. - Presented at Notre Dame University
New Retirement Distribution Rules - What's Up? - Presented at Notre Dame University
Protecting the Family Homestead and Vacation Homes - Presented at Notre Dame University
Estate Planning Techniques to Avoid or Survive Probate Litigation (PDF)
Estate Planning Techniques to Avoid or Survive Probate Litigation (Supporting Materials)- Probate/Family Court Rules & Filing Standards, Massachusetts General Laws (PDF)
What Every Real Estate Professional Needs to Know About Probate, Estate & Gift Taxes, and Capital Gain Taxes
Funding Marital and By-Pass Shares After Death and Maintaining These Trusts Until the Death of the Survivor
Funding Marital and By-Pass Shares After Death and Maintaining These Trusts Until the Death of the Survivor (PowerPoint)
Estate and Tax Planning Data Form (PDF)
Changes to the Treatment of Married Couples' Assets When One Spouse is Institutionalized
Affordable Estate Planning with Joint Trusts for Medium Size Estates & Large Retirement Plans (PowerPoint)
Cushing & Dolan - Fall Seminar Series Asset Protection
Medicaid Update - A Closer Look at Selected Sections of the Deficit Reduction Act of 2005 as Adopted By Massachusetts Regulations and Related Planning Opportunities
DRA 2005 and A Closer Look at Life Estate (PowerPoint)
A Closer Look at Life Estates, Long Term Care Planning & Reverse Mortgages - August 2007 (Powerpoint)
Domicile Avoiding the Massachusetts Estate Tax and Moving To Florida
Medicaid Trust Diagrams (PDF)
Medicaid Update Planning Opportunities after the Deficit Reduction Act of 2005 (PDF)
How Do I Know If I Need Estate Planning or Asset Protection Planning And Whether Or Not An Irrevocable Or Revocable Trust Is Right For Me?
New Estate Tax Law Trouble for Conveyancers
Medicaid Update - Deficit Reduction Act of 2005 (Powerpoint)
A Road Map to Real Estate Ownership (PDF)
Medicaid Income Only Trusts (PDF)
Estate and Asset Protection Planning Made Easy (PDF)
Fundamental Importance of Basic Estate Planning (PDF)
Joint Trusts Revolutionize Estate Planning (PDF)
Medicaid Update - Anti Robin Hood or What? (Powerpoint)
Medicaid Update - Revised 2/10/06 (PDF)
Medicaid Update - LOOK OUT! (Powerpoint)
Medicaid Update - Revised 1/21/06
Medicaid and Real Estate Preservation Strategies (PDF) 
Medicaid Update (Powerpoint)
Tax Advantaged Condominium Conversions (PDF)
What the New Bankruptcy Act Means to Tax Professionals & Asset Protection Practitioners (Powerpoint)
Structuring Transactions to Minimize IRS Adjustments (Powerpoint)
An Estate Planner's Guide to Real Property Transfers in Massachusetts
Affordable Estate Planning with Joint Trust for Medium Size Estates and Large Retirement Plans (Powerpoint)
Knowing Generation-Skipping 'Rules' is Key
Lifetime Giving With Intentionally Defective Irrevocable Grantor Trusts
The Benefits of Like Kind Exchanges
Limited Liability Companies Offer Advantages to R. E. Titleholders

PAN AM CLIPPER MAGAZINE:

Irrevocable Trusts - Not as Frightening as You Might Think!

Waltham Office
Totten Pond Road Office Park
375 Totten Pond Road,
Suite 200
Waltham, MA 02451

Tel: (617) 523-1555
Fax: (617) 523-5653

Boston Office
10 Post Office Square
Suite 1205
Boston, MA 02109

Tel: (617) 523-1555
Fax: (617) 523-5653

Chestnut Hill Office
1330 Boylston Street
Suite 100
Chestnut Hill, MA 02467

Tel: (617) 523-1555
Fax: (617) 523-5653

Westborough Office
276 Turnpike Rd. (Rte.9) Suite 228
Westborough, MA 01581

Tel: (617) 523-1555
Fax: (617) 523-5653

Norwood Office
520 Providence Highway
Route 1, Suite 10
Norwood, MA 02062

Tel: (781) 278-9901
Fax: (781) 278-9911

Woburn Office
444 Washington Street
Suite 203
Woburn, MA 01801

Tel: (617) 523-1555
Fax: (617) 523-5653

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