Legislative Updates: SECURE 2.0 Act

Legislative Updates: SECURE 2.0 Act By Linda T. Cammuso Under the SECURE ACT (Setting Every Community Up for Retirement Enhancement Act), which became law in 2020, long-held strategies for estate planning and financial planning were up-ended. Notably, the new law...

Irrevocable Trusts: A promising development

By Linda T. Cammuso: In our Fall 2013 issue, Volume 8, of Estate Preservation Law’s newsletter Bridging the Gap, we apprised readers “that the use of irrevocable trusts has met with resistance from the MassHealth agency in the application process. Although these...