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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. Read more . . . Permanent Link write a comment 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. Read more . . . Permanent Link write a comment Wednesday, November 02, 2011 Fun and Games with Gift Tax Gifts can cause problems.  See how gift tax may affect your decision to make gifts. Read more . . . Permanent Link write a comment

Subscribe via Email Subscribe via RSS Previous Posts Crummey Provisions - Solution in Search of a Problem? "Double Decker" Estate Planning "Sticky Note" Estate Planning Financial Aid and "Trust Funds" Why You Should Write Your Own Obituary - And What It Should Say Fun and Games with Gift Tax What You Should Take with You When There's a Fire or Flood The Stray House Do You Need a Financial Planner? Case of the lost policy Blog Categories Asset Protection Charitable Remainder Trusts Elder Law Estate Planning Financial Planning Funding General Legal Gifts Homestead Legacy Planning Obituaries Paper Pets Real Estate Settlement Tangible Personal Property Blog Links Pet Trust Law Blog Massachusetts Law Library Blog Tax, Trusts and Estates Law Monitor.com Massachusetts Elder Law and Estate Planning Blog Wills, Trusts and Estates Prof Blog Dale Kraus on Medicaid Compliant Annuities and other things Archived Posts 2012 February Crummey Provisions - Solution in Search of a Problem? "Double Decker" Estate Planning January "Sticky Note" Estate Planning 2011 November Financial Aid and "Trust Funds" Why You Should Write Your Own Obituary - And What It Should Say Fun and Games with Gift Tax August What You Should Take with You When There's a Fire or Flood June The Stray House May Do You Need a Financial Planner? April Case of the lost policy Go Ahead - Do it yourself March The Best way to Avoid the Cost of Nursing Home February Your Dog Can Have A Bank Account Home Sweet Homestead? Additional Protection from Nursing Home Costs Under Massachusetts Homestead Law

Jennifer A. Deland, Counselor-at-Law advises clients in all areas of estate planning, including wealth transmission planning, disability planning, special needs, pet trusts, Medicaid/Masshealth and related aspects of probate law. Her office is convenient for clients throughout the Metrowest area, including Holliston, Hopkinton, Milford, Medway, Medfield, Ashland, Framingham, Natick, Sherborn, Dover, Southborough, Sudbury and Westborough.