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 Opportunies 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!