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  • We Do Elder Law
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  • Resources
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    • Blog
      • Reader Favorites
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      • Medicaid
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      • Social Security
      • Tax Issues
      • Wills
    • Newsletter
  • About
    • Bob Mason, Attorney
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      • Ann Mason, Practice Manager
      • Jennifer Barbee Swift, Benefits Specialist
      • Tammy Webster, Trust Funding Specialist
    • Testimonials
    • News
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Trusts generally

Posts on general trust topics including tax law and interpretative issues

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10 Great Ways to Cause an Elder Law Train Wreck

August 30, 2011 by bob mason

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, against mounds of advice, on creating maximum legal havoc. Here are ten great ways …

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What is a Special Needs Trust?

January 8, 2010 by bob mason

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 without jeopardizing SSI, Medicaid or other government benefits. Further, transfers …

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Total Return Trusts, Unitrusts and Power to Adjust

January 7, 2010 by bob mason

Robert A. Mason, CELA Originally published in The Will and the Way, NC Bar Ass’n (3/2003) Ch-ch-ch-ch-changesTurn and face the strange ch-ch-changesDon't want to be a richer manCh-ch-ch-ch-changesTurn and face the strange ch-ch-changesJust gonna have to be a different manTime …

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