MasonLaw, PC | NC Elder & Special Needs Law Attorney

  • Elder Law
  • Special Needs Law
  • Hot Topics & Info
    • 2022 Medicare Premiums, Coinsurance and Deductibles
    • 2021-2022 NC Medicaid and Special Assistance Rates
    • NC Nursing Home Medicaid Law Explained
    • 2021 Federal Benefit Rate – Federal Poverty Level
    • 2022 Veteran (VA) Benefit Rates
  • About
    • Find Us – Charlotte or Asheboro
    • Who to Call
    • Bob Mason, Attorney
    • Ann Mason, Practice Manager
    • Courtney Webb, Paralegal
    • Tammy Webster, Paralegal
    • Jennifer Barbee Swift, Benefits Specialist
    • News / Press
  • Client Portal
You are here: Home / Archives for Trusts generally

June 6, 2022 by bob mason 8 Comments

Understand Capital Gains or It’ll Cost You

Understand Capital Gains or It’ll Cost You

Want to save a bunch of money? I’ll explain how here. But I’m warning you, the discussion can get a little dense because it involves the ‘T’ word (taxes). If you understand this topic, you’ll … [Read more...]

Filed Under: Reader Favorites, Tax Issues, Trusts generally

April 26, 2021 by bob mason 15 Comments

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 lot of money that they weren’t expecting to spend. If you own assets that have appreciated in value, this could be you. As … [Read more...]

Filed Under: Medicaid, Reader Favorites, Tax Issues, Trusts generally

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

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

  • 1
  • 2
  • 3
  • Next Page »

Now Serving Charlotte

704.276.6446

Also the Triad from Asheboro

336.610.6000

Find Us

Get A Free NC Medicaid Nursing Home Rules Booklet

Mason Law Booklet Offer

Great tips from an expert!

Download Now

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 >>

Robert A. Mason
Rated by Super Lawyers


loading ...

Browse Articles Here!

Or Search On A Topic

News

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

Understand Capital Gains or It’ll Cost You

Understand Capital Gains or It’ll Cost You

Want to save a bunch of money? I’ll explain how here. But I’m warning you, … [Read More...]

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
  • NC Facilities to Open for Visits
  • Video Notarizing and Witnessing in NC

© 2022 MasonLaw, PC | NC Elder & Special Needs Law Attorney · Rainmaker Platform