| by Brendan King, by Linda Cammuso, Estate and Trust Administration, Estate Planning, Tax Reform
After twenty years of planning around an absurdly low $1 million state estate tax threshold, Massachusetts residents have gained some breathing room with the newly enacted $2 million estate tax exemption. On October 4, 2023, Governor Maura Healy signed into law the...
| by Linda Cammuso, Estate and Trust Administration, Estate Planning
For prior generations, keeping the house protected from a nursing home seemed as easy as deeding it to the kids and calling it a day. In today’s world, putting your house in your kids’ names might more accurately be described as “going from frying pan to fire”. ...
| by Brendan King, Estate and Trust Administration, Estate Planning
When should I update my will/estate plan? It’s one of the most common questions from clients and their advisors. While there are no set rules, here are some factors to consider: Have there been any changes to your family since you last signed your will/estate...
| About Brendan King, About Carol Barton, About Linda Cammuso, Asset Protection, Estate and Trust Administration, Estate Planning, Special Needs & Disability Planning, The Firm
As specialists in the estate planning field, we understand that the legal documents attorneys draft – wills, trusts, durable powers of attorney – are merely tools of the trade that guide professionals as they properly apply them to a person’s unique situation. With...
| Estate and Trust Administration, Estate Planning
Whether you’re trying to envision how your family will handle your loss or a survivor in the wake of a loved one’s passing, you’re probably wondering the same thing: What actually happens next? Is there an actual gathering for a “Reading of the Will”, as we’ve all...
| by Linda Cammuso, Estate and Trust Administration, Estate Planning
By Linda T. Cammuso A long and hard fought battle against Yahoo to access a deceased subscriber’s emails is one step closer to victory, as well as a poignant sign of the times. John Ajemian died at age 43 in a bicycle accident, leaving no will. His siblings were...
| Asset Protection, Estate and Trust Administration, Estate Planning, HIPPA
Observation Status in Hospital Change: Understanding your risk Carol F. Barton The Notice of Observation Treatment and Implication for Care Eligibility (NOTICE) Act [2] was recently signed into law; it will not become effective until the summer of 2016. The Act...
| Asset Protection, Estate and Trust Administration, Estate Planning, General, Guardianships and Conservatorships, Probate, Wills
By Carol F. Barton The tragic death of Actor Paul Walker in a high-speed car accident is a reminder that it is never too early to create an estate plan. Walker, who starred in The Fast and Furious movies, had the foresight to create an estate plan when he was only 28...
| Estate and Trust Administration, Estate Planning, General
The passage of the Massachusetts Uniform Trust Code (MUTC) in July 2012 marked the second major piece of legislation in Massachusetts this year relating to estates and trusts. (The Massachusetts Uniform Probate Code (MUPC) was signed into law on March 31, 2012.) The...
| Estate and Trust Administration, Guardianships and Conservatorships, The Firm
We are pleased to announce that Carol F. Barton, Esquire has joined our firm as associate attorney. Her practice concentrates on estate and trust administrations elder law and Medicaid planning, special needs and disability planning, and veterans’ benefits. Carol also...
| by Linda Cammuso, Estate and Trust Administration, Estate Planning, General, Probate
By Linda T. Cammuso The passing of the new Massachusetts Uniform Probate Code should prompt Massachusetts residents to evaluate whether and how their estate plans may be impacted by the new law. After two decades of debate, the new Massachusetts Uniform Probate Code...
| Asset Protection, Estate and Trust Administration, Estate Planning, Homestead Protection, Newsletter
The summer issue of Bridging the Gap, Estate Preservation Law Offices’ newsletter was released last week. With the passage of two new laws in Massachusetts and another at the Federal level, partners Attorney Linda T. Cammuso and Attorney Brendan J. King used the...
| Estate and Trust Administration, Estate Planning, Gift Tax, Homestead Protection, Pet Trusts, The Firm, Wills
On June 25, 2011, Brendan King was a guest on the Rich Carr Financial Freedom talk show. The show was aired on WTAG Radio AM 580. Along with host Ryan Kittredge, they were energetic and entertaining as they relayed information to listeners about the complex and depth...
| by Brendan King, Estate and Trust Administration, Estate Planning
By Brendan King March 28, 2011 On December 17, 2010, President Obama signed into law the Tax Relief, Unemployment Insurance and Job Creation Act of 2010. The law introduces significant changes to the federal transfer tax exemptions and rates that impact estate...
