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    • Hot Topics
    • Blog
      • Reader Favorites
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      • Medicaid
      • Medicare
      • Social Security
      • Tax Issues
      • Wills
    • Newsletter
  • About
    • Bob Mason, Attorney
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      • Jennifer Barbee Swift, Benefits Specialist
      • Ann Mason, Practice Manager
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Life Estates In 5 Minutes

May 14, 2012 by bob mason

IMPORTANT: THIS ARTICLE HAS BEEN DRASTICALLY REVISED IN 2022. PLEASE SEE THE UP-TO-DATE VERSION HERE.   Understanding life estates may be essential if protecting the home (or other real property) is an important goal. Getting the concept down, however, can be a bit …

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Can You Dodge These Looming Threats?

April 30, 2012 by bob mason

You have that uneasy feeling that you ought to be doing something . . . just not sure what. Perhaps Mom or Dad has been exhibiting some troubling health symptoms. As the oldest/only/closest child you know that it will be up to you to come up with a solution. You’ve also been …

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Should Special Needs Trust Beneficiaries Eat Their Pets?

February 28, 2012 by bob mason

Updated April 14, 2017 Recent Question: Bob, is it OK for the trustee of a special needs trust to purchase a $2,000 pure bred spaniel for the trust beneficiary, Edwina? Recent Answer: Only if Edwina is not planning on eating the dog. I’ll explain. First, you’ll need to …

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Are MSAs Modifiable?

January 31, 2012 by bob mason

Originally published in Course & Scope (January 2012) Newsletter of the Workers' Compensation Section of the North Carolina Bar Association Your new client Ralph Kramden, 66, comes to you seeking help. He has a $100,000 Medicare Set-aside Arrangement established after a minor …

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Keep Up-to-date On Medications

January 31, 2012 by bob mason

Guest Columnist . . . Patricia A. Shevlin, MD At the beginning of every year, most of us try to get organized, make a few resolutions about what we could do better and start new prescription drug plans. One area that is frequently neglected is the medication list.  In an effort …

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