Category: Estate Planning

“Foreign Grantor Trusts”: Non-US Persons Can Provide for Children Living in the US While Avoiding US Gift, Estate and Income Tax

“But What About my Dogs and Cats?” Incorporating Concerns for Pets in an Estate Plan

21st Century Estate Planning – It’s Not As Easy As You Think

Advice and Guidance for the Financial Planner Advising Parents of Children with Life Long Disabilities

Alden’s Indispensable Trust As I See It

Are Beneficial Interests in Irrevocable, Spendthrift Trusts a Divisible Asset in Divorce?

Avoid Losing Part of Your Trust in a Divorce

Can Your Brother-in-Law Do It? Trustee Selection

Choosing a Trustee: Factors to Consider

Client Testimonials for Estate Planning Attorney Michael T. Lahti

Congress Passes Legislation That Will Enable Military Members to Name Special Needs Trusts as Beneficiaries of a Survivor Benefit Plan

Crummey Powers

Documents Your Child Should Sign Before Leaving for College

Does It Matter Who I Choose For My Trustee?

Don’t Let Your Son or Daughter Leave for College Without Signing These Important Documents

Estate Executors and Beneficiaries Can Be Held Personally Liable for Unpaid Taxes

Estate Planning After Divorce

Estate Planning for the Adult Child Who Acts Out, Has Addictions, or Is Otherwise Challenged

Fletcher Tilton Attorney to Present at Upcoming Profound Autism Summit

Fletcher Tilton PC Welcomes Attorney William R. Bloom

Gifting to Minors: Year-End Options

Glossary of Estate Planning Terms

Guardianship and Alternatives

Has Your Estate Plan Kept Up With Your Life?

Higher Estate and Gift Exemption Can Reduce Estate Taxes

Home Control Through Trust and Estate Planning

How Can a “Village” Help You?

Impact the Affordable Care Act (ACA)Will Have on Special Needs Planning

Incorporating Pets in an Estate Plan

Information on the Home Control Manual

Integrating Futures Planning, Estate Planning and Legal Protections for Persons with Disabilities: A Primer

Is WANDRY a Game Changer?

Just for the Wealthy? Rethinking the Trust Fund

Legacy Newsletter – Volume 21, Issue 1

Legal Issues at the Intersection of Estate Planning and Elder Law

Liability Protection in 2019

Massachusetts Estate Tax Versus the Capital Gains Tax (To Gift or Not To Gift)

Maximize Your Donation’s Impact: Proper Planning Can Minimize Your Exposure to Income and Estate Taxes

Message from the Practice Group Leader – January 2022

Payback and Termination of an OBRA ‘93 Trust

Periodic Reviews of Trust Life Insurance: Why They Are Necessary

Proper Titling of Estate-Plan Assets

Protecting Your Assets

Protecting Your Second Residence from Long-Term Care Costs

Qualified Charitable Distribution from Your IRA May Save You Taxes, Reduce Your Medicare Payment and Leave a Legacy to Your Favorite Charity

Special Needs Trusts for Disabled Children of Military Retirees

State Taxation of Trust Income – Supreme Court Rejects Aggressive Approach in Kaestner Decision

Supplemental Security Income: Top Ten “Must Know” Issues

The ABLE Act – An Overview

The Benefits of a Revocable Living Trust

The Importance of a Healthcare Proxy in Times of Crisis

The Importance of Collaboration Between Your Professional

The Importance of Incorporating Beneficiary Designations into an Estate Plan

The Massachusetts Nominee (or “Realty” Trust) Perhaps a New Tool to Protect One’s House

The SECURE Act – How It Impacts Your Retirement Planning. What You Need To Know In a Nutshell

Thinking Beyond Special Needs Trusts

Trusts & Divorce: The Supreme Judicial Court Provides Clarity

Trusts Are an Integral Part of Most Estate Plans

Understanding the Conservatorship of Britney Spears and Less Restrictive Alternatives

Virtual Estate Planning in Massachusetts During COVID-19

When Worlds Collide – The Intersection of Traditional Estate Planning With the Protection of Assets From Nursing Home Costs

Who Needs An Estate Plan?

Why Do I Need a Power of Attorney?

Why You Should Have An Estate Plan

Worried About Losing Your Home to the Costs of Long-Term Care?