Elder Law Services

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We understand that the legal issues that elders and their families face are often in response to a crisis event, such as a nursing home admission. Therefore, we take pride in providing attentive and compassionate legal guidance to assist the elder and the family through every step in the legal process, while protecting the elder’s interests and zealously advocating for his or her rights. We can also assist with long-term planning, asset protection strategies, and healthcare directives for peace of mind.

Irrevocable Income Only Trusts (“IIOT”) can be attractive planning options for individuals who are concerned about needing long-term care in the future and want to preserve assets for their loved ones. To be effective for MassHealth long-term care planning purposes, an IIOT must be created and funded at least five years prior to needing long-term care.   Allow our team to discuss with you whether an IIOT is right for your family.

A life estate deed is a deed in which you transfer legal title to your home to a third party, such as a child, during your lifetime but retain the right to use, occupy, enjoy, and live at the property for the remainder of your natural life.  Upon your passing, the real property passes directly to your beneficiary, outside of probate.  In the right circumstances, a life estate deed can be used as a planning technique to protect your primary residence from a MassHealth lien, if transferred at least five years prior to needing long-term care. Reach out to us to learn more about this type of planning technique for long-term care.