Advanced Estate Planning Using Joint Trust & Genral Power of Appointment Trust
Fall Seminar Series - Medicaid Update/Annuities - September 2008
Fall Seminar Series - Housing and Economic Recovery Act of 2008 and Related Developments
How to Survive and Prosper in a Housing Recession
Estate and Tax Planning Data Form (PDF)
Changes to the Treatment of Married Couples' Assets When One Spouse is Institutionalized
Affordable Estate Planning with Joint Trusts for Medium Size Estates & Large Retirement Plans (PowerPoint)
Cushing & Dolan - Fall Seminar Series Asset Protection
Medicaid Update - A Closer Look at Selected Sections of the Deficit Reduction Act of 2005 as Adopted By Massachusetts Regulations and Related Planning Opportunities
DRA 2005 and A Closer Look at Life Estate (PowerPoint)
Medicaid Trust Diagrams (PDF)
Medicaid Trust Planning Opportunities after the Deficit Reduction Act of 2005 (PDF)
How Do I know if I need Estate Planning or Asset Protection Planning & Whether or not an Irrevocable or Revocable Trust is Right for me
Medicaid Update - Deficit Reduction Act of 2005 (PowerPoint)
Medicaid Income Only Trusts (PDF)
Estate & Asset Protection Planning Made Easy (PDF)
Medicaid Update - Anti Robin Hood or What (PowerPoint)
Medicaid Update Revise 2/10/06 (PDF)
Medicaid Update - LOOK OUT! (PowerPoint)
Medicaid Update Revise 1/21/06 (PDF)
Medicaid & Real Estate Preservation Strategies (PDF)
Medicaid Update (PowerPoint)
Irrevocable Trusts- Not as Frightening as You Might Think!