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September 20, 2021 by bob mason 7 Comments

Late Second Marriage?

Late Second Marriage?

Tying the Knot? Or Just Moving In? When a client tells me that he or she is considering a second marriage, for terribly unromantic reasons (I guess I’m the anti-cupid...darn lawyer!) I recommend … [Read more...]

Filed Under: Banking, General, IRAs & Retirement Plans, Medicaid, Miscellaneous, Nursing Homes, Social Security, Wills (or Not!) Tagged With: estate planning, Medicaid, special needs trusts, wills

March 8, 2019 by bob mason

Living Trusts versus Wills: Which Is Better?

Living Trusts versus Wills: Which Is Better?

Answer:  It Depends Recently a client asked me for my thoughts on Wills versus trusts. Wouldn't she have been surprised if I answered, "I really don't have any; whatever the client feels like." Of … [Read more...]

Filed Under: Trusts generally, Wills (or Not!) Tagged With: asset protection, living trusts, north carolina, revocable trusts, wills

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

August 30, 2011 by bob mason

10 Great Ways to Cause an Elder Law Train Wreck

10 Great Ways to Cause an Elder Law Train Wreck

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

ONLINE ESTATE PLANNING COULD BE VERY EXPENSIVE

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

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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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News

Mason Named 2023 Triad Lawyer of the Year in Elder Law

ASHEBORO, NC — Best Lawyers® has announced that … [Read More...]

Mason named to 2022 Super Lawyers

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

Mason one of seven N.C. elder law attorneys named to Super Lawyers

ASHEBORO, NC — Jan. 27, 2021: Elder law and … [Read More...]

Reader Favorites

Special Assistance Rates to Rise

Special Assistance Rates to Rise

As I have previously written, Medicaid does not pay for assisted level of … [Read More...]

The Veterans Parade in My Conference Room

The Veterans Parade in My Conference Room

Today, I'm thinking of the 34 year-long veterans' parade held in my … [Read More...]

Real Property Basics: Medicaid, Taxes, and Probate — CONTINUED

Real Property Basics: Medicaid, Taxes, and Probate — CONTINUED

In the last article, we looked at the general characteristics of various … [Read More...]

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