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You are here: Home / Archives for Financial abuse

June 3, 2017 by bob mason

Avoid This Common Banking Error

Avoid This Common Banking Error

Many people make big mistakes titling bank and investment accounts. Often advisors and bankers advise customers to “put your child’s name on the account” or to set the account up as a “pay on death” … [Read more...]

Filed Under: Banking, General, Miscellaneous, Reader Favorites, Trusts generally Tagged With: assets, elder abuse, Financial abuse, revocable trusts, titling assets, Trusts generally

July 14, 2012 by bob mason 21 Comments

“But Can She REALLY Do This, Bob?”

“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

June 14, 2012 by bob mason 9 Comments

Big VA Benefit Changes Coming

Big VA Benefit Changes Coming

VA Pension benefit (Aid & Attendance) rules will likely borrow a few Medicaid concepts under legislation proposed by North Carolina Senator Richard Burr and Oregon Senator Ron Wyden. Thanks to the … [Read more...]

Filed Under: General, Veterans Tagged With: Aid and Attendance, elder abuse, Financial abuse, S. 3270, transfer rules, Veterans, veterans benefits

January 10, 2010 by bob mason

Beware Of Joint Accounts – Coastal Senior, October 2009

Coastal Senior is a monthly periodical covering the South Carolina and Georgia low country.  Bob Mason is its legal columnist. Many people make big mistakes titling bank and investment accounts. … [Read more...]

Filed Under: Coastal Senior, Miscellaneous Tagged With: bank accounts, elder abuse, Financial abuse

January 10, 2010 by bob mason

Law Can Be Tough On Elder Abuse – Coastal Senior, March 2009

Coastal Senior is a monthly periodical covering the South Carolina and Georgia low country.  Bob Mason is its legal columnist. Here is yet another use for duct tape: Keeping an older resident from … [Read more...]

Filed Under: Coastal Senior, Miscellaneous Tagged With: elder abuse, Financial abuse

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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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Mason named to 2022 Super Lawyers

Robert A. Mason named to Super Lawyers ASHEBORO, … [Read More...]

Mason Named 2021 Triad Lawyer of the Year in Elder Law

ASHEBORO, NC — Aug. 20, 2020: Best Lawyers® has … [Read More...]

Reader Favorites

Surprise! Your Medicare Premiums Might Go Up.

Surprise! Your Medicare Premiums Might Go Up.

Selling an appreciated asset or cashing-in/drawing down an IRA or an … [Read More...]

NORTH CAROLINA SPECIAL ASSISTANCE

NORTH CAROLINA SPECIAL ASSISTANCE

Medicaid in an Assisted Living Facility? Think again! You’ve been looking … [Read More...]

STEP Act Might Step On You

STEP Act Might Step On You

Something is perking in Washington that could end up costing many people a … [Read More...]

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