Articles By Our Attorneys
- NEW: Massachusetts Lawyers Weekly – Estate tax portability
- NEW: Fiscal Cliff – HR8 The American Taxpayer Relief Act of 2012
- 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, P.C. – 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
- A Closer Look at Life Estates, Long Term Care Planning & Reverse Mortgages – August 2007
- 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