
Should We Use a Life Estate or Nominee Realty Trust to Protect Our Home from Estate Recovery?
Question: We live in Massachusetts. In looking for ways to protect our home against MassHealth recovery laws, I have found two methods most talked about

Question: We live in Massachusetts. In looking for ways to protect our home against MassHealth recovery laws, I have found two methods most talked about

Question: My mother, a Massachusetts resident, passed away in October 2022. She had an irrevocable trust, established June 2011. The only asset in the trust

Question: I have a house in Texase that I bought in 2001 and paid off in 2009 when I was not married. I got married

Question: My husband and I have a home in Florida and the deed is registered so that we have a life interest and our two

Question: We don’t own our house as “joint” tenants; we are co-owners and are listed on our loan papers as co-mortgagors. I’ve read that in

Question: Can Trust Be a “Grantor” Trust After Grantor’s Death? I am the sole successor trustee and sole beneficiary of my mother’s Massachusetts grantor trust.

Question: My mother’s house burned down and she and my brother mismanaged the insurance money, so it wasn’t rebuilt. My fiancee and I would like

Question: In Massachusetts, does the schedule of beneficiaries have to be signed by the beneficiaries? Response: Typically, yes. But there’s actually no law on this.

Question: My family has a trust that only holds property in Montana and $1,500 in cash left. The trustee has wasted money over the last

Question: Would a bank grant a refinancing or line of credit to the mortgage of a house held in a nominee realty trust? There are