Articles

• • The Foundation for Continuing Education Medicaid Planning Update – 2023 What’s New with Medicaid and What Needs to be Reviewed
  • State Trust Taxation Still Pushing Due Process Limits – Law360
  • Blinn v. Miscovitch Memo of Decision and Order MSJ
  • Cormier v. Koning Probate Court Findings of Fact
  • Cormier v. Koning Probate Court Judgment
  • Daley v. Secretary of the Executive Office of Health and Human Services
  • Estate 0f Brooks v. Commissioner of Revenue Services – FindLaw
  • Evans v. Dept. of Rev. 368 Or 430 – 2021
  • Fernandez v. Weiner
  • Shaffer v. Commissioner of Revenue
  • Daley v. Secretary of the Executive Office of Health and Human Services
  • Cushing & Dolan Files Amicus Brief in the Supreme Judicial Court on Behalf of the Real Estate Bar Association (REBA) in the Daley Case
  • Designing the Perfect Income-Only Irrevocable Trust, Estate Planning Journal (WG&L) Volume 44, Number 01, January 2017
  • Estate Planning at Every Age: A Few Thoughts to Start The Conversation
  • Estate Planning During a Time of Uncertainty About the Estate Tax

• • The Importance of Business Succession Planning

• Estate Planning Considerations in Second Marriages
• Before You Speak With an Attorney About Estate Planning
• Charitable Giving Plans and Common Charitable Donations
• Trusts Remain Flexible and Useful Tools for Wealth Transfer
• Changes to Federal Gift Tax Exemption Could Favor Taxpayers
• Build Your Estate Planning Vocabulary
• Same-Sex Couples Have Unique Estate Planning Needs
• Private Annuity does not Preclude Medicaid Benefits
• O’Brien Memorandum of Decision and Order on Plaintiff’s Motion for Judgment on the Pleadings
• The Importance of the Role of the Executor of an Estate
• Estate Planning for Massachusetts Widows
• Giving Gifts to Family Members in Massachusetts
• The Benefits and Cost-Savings of a Living Will
• Estate Planning for Seniors
• How Changes in Massachusetts Law Will Impact Your Estate Plan
• Will Congress Allow Current Estate Tax Rates to Expire?
• Offshore Trusts Are Giving Way to Trusts Back on Shore
• Gifting Now Can Potentially Save Millions Later
• Fiscal cliff negotiations may have large impact on estate taxes
• Estate planning crucial for same-sex couples
• Estate tax consideration important for every estate plan
• DOMA’s downfall means you might have to refresh your estate plan
• Transfers of wealth require planning, family conversations
• Federal estate tax exemption rises in 2014, but no change at state level
• Planning for your pets; why a pet trust is a viable option
• Reverse mortgages can hamper the ability to pass a home to heirs
• Finding the right person to serve as your personal representative
• Summer estates, school preparation and tax planning tips
• Myths and misconceptions abound in estate planning
• Estate taxes in 2016: Tips for Massachusetts residents
• The living will: What you should know
• Why a durable power of attorney is as important as a will
• Probate 101: What people need to know
• 5 things everyone should consider while creating a will in Massachusetts
• Do Millennials need a health care proxy in Massachusetts?
• Getting remarried is an opportunity to update an estate plan
• Estate planning and valuable art
• Is a do-it-yourself will better than no will at all? Maybe not
• Two things to know about the new tax law and your estate plan
• Important precautions to consider when drafting a will
• Tips on effectively updating a will

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