Trustee’s Power To Acquire Annuity f/b/o Settlor Does Not Make Trust “Countable Asset”
In Heyn v. Director of Medicaid, the Massachusetts Appeals Court in an April 15, 2016 decision considered whether provisions in a self-settled ...
Tag: Massachusetts
Probate Court Jurisdiction: A Recent Trial Decision
Both the NH and MA Probate Courts are vested with exclusive jurisdiction over the composition of their probate estates. What ...
Ambeliotis: Arbitration Provision Enforced Against Non-Signatory Beneficiary
In Ambeliotis v. Brown, 33 Mass.L.Rptr. No. 7 138 (January 25, 2016), the Court ruled that the plaintiff trust beneficiary ...
Lessons for Estate Planners
PROBATE LITIGATION LESSONS FOR THE ESTATE PLANNER Updated January 2016 Introduction Due to a variety of demographic changes (we live ...
POA’s: Limiting the “License to Steal”
In the wrong hands, a power of attorney is a license to steal. It is usually released to a child ...
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