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You are here: Home / Archives for Trusts generally

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

January 8, 2010 by bob mason

What is a Special Needs Trust?

What is a Special Needs Trust?

A Special Needs Trust, also referred to as a Supplemental Needs Trust, is a trust specially designed to hold assets on behalf of a disabled individual in a manner that will benefit the individual … [Read more...]

Filed Under: Special Needs Planning, Trusts generally Tagged With: north carolina, special needs trusts, Trusts generally

January 7, 2010 by bob mason

Total Return Trusts, Unitrusts and Power to Adjust

Robert A. Mason, CELA Originally published in The Will and the Way, NC Bar Ass’n (3/2003) Ch-ch-ch-ch-changesTurn and face the strange ch-ch-changesDon't want to be a richer … [Read more...]

Filed Under: Tax Issues, Trusts generally Tagged With: north carolina, principal and income, total return trusts, unitrusts

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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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