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You are here: Home / Archives for Trusts generally

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

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

September 18, 2011 by bob mason

Sole Benefit Trusts and Special Needs Trusts

A Sole Benefit Trust is an often neglected yet important type of Special Needs Trust that can be useful in planning for certain categories of individuals with disabilities. For example, a “Sole … [Read more...]

Filed Under: Medicaid, Special Needs Planning, Trusts generally Tagged With: Medicaid, sole benefit trust, special needs trusts, transfer penalty, Trusts generally

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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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Reader Favorites

Surprise! Your Medicare Premiums Might Go Up.

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