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You are here: Home / Archives for Trusts generally

July 14, 2012 by bob mason 21 Comments

“But Can She REALLY Do This, Bob?”

Tales From The Mason Law Horror Files . . . Once Upon A Time . . . Margaret and Jim Anderson raised their three children, Princess, Bud and Kitten in the 1950’s and 1960’s in the Greystone area … [Read more...]

Filed Under: Banking, General, Mason Law Horror Stories!, Powers of Attorney, Trusts generally, Wills (or Not!) Tagged With: elder abuse, estate planning, Financial abuse, IRA, Irrevocable trusts, living trusts, powers of attorney, revocable trusts, Trusts generally, wills

September 18, 2011 by bob mason

Sole Benefit Trusts and Special Needs Trusts

A Sole Benefit Trust is an often neglected yet important type of Special Needs Trust that can be useful in planning for certain categories of individuals with disabilities. For example, a “Sole … [Read more...]

Filed Under: Medicaid, Special Needs Planning, Trusts generally Tagged With: Medicaid, sole benefit trust, special needs trusts, transfer penalty, Trusts generally

August 30, 2011 by bob mason

10 Great Ways to Cause an Elder Law Train Wreck

Estate Plan Train Wreck # 1

As an elder law and special needs attorney I get a track-side seat for a pile of planning train wrecks: Here are the best ones . . . This is a column for the contrarians among us who will insist, … [Read more...]

Filed Under: Advance Directives, General, Insurance, Medicaid, Medicare, Special Needs Planning, Trusts generally, Wills (or Not!) Tagged With: Elder Law Planning, estate planning, intestacy, Medicaid, Medicaid Planning, special needs trusts, Trusts generally, wills

May 3, 2011 by bob mason

ONLINE ESTATE PLANNING COULD BE VERY EXPENSIVE

A Wold in Sheep's Clothing

Robert (he’s the guy who defended OJ!) Shapiro’s LegalZoom, an active seller of do-it-yourself wills and other estate planning documents, is the target of a class action lawsuit in California charging … [Read more...]

Filed Under: General, Miscellaneous, Wills (or Not!) Tagged With: Online estate planning, Trusts generally, Will forms, wills

January 8, 2010 by bob mason

What is a Special Needs Trust?

A Special Needs Trust, also referred to as a Supplemental Needs Trust, is a trust specially designed to hold assets on behalf of a disabled individual in a manner that will benefit the individual … [Read more...]

Filed Under: Special Needs Planning, Trusts generally Tagged With: north carolina, special needs trusts, Trusts generally

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Bob Mason, Elder Law & Special Needs LawRobert A. Mason, JD, CELA, CAP, is owner of Mason Law, PC, of Charlotte and Asheboro, North Carolina, a law firm devoted exclusively to legal issues involving the elderly and the disabled. Read More >>

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