Question: I have a married couple who want an irrevocable trust as they are concerned with asset protection and long-term care. They are close enough to having a Massachusetts estate tax where it [...]

Question: MassHealth regulation 520.024 seems to me to state that any non-principal residence in a trust — even one created by will and where the trustee has no requirements regarding [...]

Question: Would someone that has long-term care insurance in Massachusetts need an irrevocable trust? Response: This is an interesting question, in large part because Massachusetts has a unique [...]

Question: I have elderly parents who are looking to update their revocable trust into an irrevocable one. They would just like to put their 2 homes (their primary residence & an investment [...]

Question: I am POA (Power of Attorney) for my 91-year-old uncle. For the past 2.5 years, he has been enrolled with MassHealth PACE. He receives about $1,300 a month combined from Social Security [...]

Question: I’ve on MassHealth Commonhealth for about six years. I’ve been trying to figure out if the same rules apply with MassHealth and MassHealth Commonhealth when it comes to [...]