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You are here: Home / Archives for Irrevocable trusts

September 9, 2017 by bob mason

Naming A Trust As IRA Beneficiary: Great Idea? Bad Idea?

Naming A Trust As IRA Beneficiary: Great Idea? Bad Idea?

This is the most advanced topic I have written for my public readers. But it can be an important topic, so hang in there. According to conventional wisdom you should always name your spouse as … [Read more...]

Filed Under: Banking, General, IRAs & Retirement Plans, Medicaid, Nursing Homes, Reader Favorites, Special Needs Planning, Tax Issues, Trusts generally Tagged With: estate planning, IRA, Irrevocable trusts, special needs trusts, Trusts generally

June 16, 2017 by bob mason 13 Comments

Three Reasons To Trust Your Beach House To A Trust

Three Reasons To Trust Your Beach House To A Trust

Vacation property and “second homes” – whether in the mountains or at the beach – present a number of legal and tax planning opportunities. A little secret: Most of what you'll read here also … [Read more...]

Filed Under: General, Medicaid, Tax Issues, Trusts generally, Wills (or Not!) Tagged With: estate planning, Irrevocable trusts, living trusts, revocable trusts, Taxes, Trusts generally

April 21, 2017 by bob mason 118 Comments

Read This to Understand How Medicaid Treats Trusts

Read This to Understand How Medicaid Treats Trusts

Dad died 5 years ago and there is a trust under his will for Mom. Will the trust be countable if Mom goes into a nursing home? Mom and Dad set up an irrevocable trust years ago (Bill Clinton was on … [Read more...]

Filed Under: General, Medicaid, Reader Favorites, Special Needs Planning, Trusts generally Tagged With: Irrevocable trusts, living trusts, Medicaid, Medicaid Planning, transfer penalty, Trusts generally

April 14, 2015 by bob mason Leave a Comment

Trusts and Trucks – A Trusts Primer

Trusts and Trucks – A Trusts Primer

Lately I have written a number of difficult posts that relate to trusts. A reader asked me why I hadn’t written anything that simply explains what a trust is. I was surprised to see that I hadn’t, so … [Read more...]

Filed Under: General, Trusts generally Tagged With: Irrevocable trusts, living trusts, revocable trusts, special needs trusts, 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

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About Bob Mason

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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Reader Favorites

Surprise! Your Medicare Premiums Might Go Up.

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