Deland on Estates and Elder Law

Monday, January 7, 2013

An Often-Overlooked Medicaid Planning Strategy

A little known but very effective tool can allow you to set up a trust to protect your assets from Medicaid after you die.  By integrating it with your existing planning, a very favorable result can be obtained with little extra trouble.

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Sunday, January 6, 2013

Why Settle?

Settlement is what you do when someone dies.  All too often, clients come to me to plan for their own estates, and, as we explore the estate - what accounts are there?  what property do you have?   We learn that some of their property is actually still titled to people who are dead.

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Sunday, December 2, 2012

There is no such thing as "Digital Estate Planning"

Should you do "Digital Estate Planning?"  It sounds like the modern, up-to-date thing to do.  I explain that there is no such thing, and what you should do instead.

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Friday, November 9, 2012

Should You Worry About the Estate Tax?

Should you be worried about the estate tax?  The exemption amount for the federal estate tax may be about to drop steeply.  See if you should be concerned.

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Wednesday, October 3, 2012

The American Nightmare

Are you living the American Dream, or the American Nightmare?  I explain the difference between MediCare and MediAid, and how you can prevent the American Dream from becoming the American Nightmare by using an irrevocable trust to protect your assets from the cost of a nursing home if you ever need one.

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Sunday, February 12, 2012

Crummey Provisions - Solution in Search of a Problem?


This post is for people who need to reduce their estates below the Massachusetts "exemption" of $1 million, and especially for those who risk incurring the federal estate tax on estates in excess of $5 million. Find out whether "Crummey" trust powers are a solution to your problem.

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Sunday, February 5, 2012

"Double Decker" Estate Planning

In "Double Decker" estate planning, the children are involved with the process of planning the parent's estate.  This can be useful, but it is not without it's hazards, when the Elder Law attorney becomes a lightening-rod for family conflict.

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Wednesday, January 18, 2012

"Sticky Note" Estate Planning

Metrowest Daily News has published my article:  "Stick Note Estate Planning."  To read it, click here

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Saturday, November 19, 2011

Financial Aid and "Trust Funds"

Should you use a Uniform Gifts to Minor's Act Account to save for a child's or grandchild's education?  Not surprisingly, doing so may have an impact on whether the child qualifies for financial aid.

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Wednesday, November 16, 2011

Why You Should Write Your Own Obituary - And What It Should Say

How you can make it easier for your family to write your obituary.  Two reasons why you should write at least an outline for them now.   What to put in, and what to leave out.

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Wednesday, November 2, 2011

Fun and Games with Gift Tax

Gifts can cause problems.  See how gift tax may affect your decision to make gifts.

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Archived Posts


Jennifer A. Deland, Counselor-at-Law advises clients throughout the Metrowest area, including Holliston, Hopkinton, Milford, Medway, Medfield, Ashland, Framingham, Natick, Sherborn, Dover, Southborough, Sudbury and Westborough.

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