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LexisNexis Legal Newsroom Staff
Creation, Execution And Revocation Of Massachusetts Health Care Proxies

By John Dugan Massachusetts law provides for the execution, administration and governance of health care proxies. A health care proxy is a written instrument signed by a competent adult appointing another competent adult to make health care decisions...

LexisNexis Legal Newsroom Staff
Massachusetts Law Sets Forth Fiduciary Responsibilities For Guardians And Provides Limits

By Honorable Jennifer Rivera Ulwick Unlike conservators, guardians do not handles finances, acting as conservators as they may have in the past when appointed as "guardian of the estate." Unless otherwise provided by the court, the guardian...

Liza Weiman Hanks
Ask Liza: Paying Credit Card Debt As Trustee

Dear Liza, My father passed away recently, and all of his and my mom’s assets are held in a living trust (except an individual checking account), of which I am now the Trustee. A few collection agencies are now contacting me about collecting on...

John Dedon
John Dedon on Estate Planning: Buy-Sell Arrangements and Irrevocable Insurance Trusts

A common estate planning strategy for people with taxable estates is to have an irrevocable trust own life insurance, rather than owning the insurance themselves. Even with the current amount an individual can protect from estate tax at $5,340,000, some...

LexisNexis Legal Newsroom Staff
The Gatekeeper Of Intentional Interference With Expectancy Of Inheritance: An ‘In Adequate Remedy In Probate’

By Shirley L. Kovar | In this Emerging Issues Analysis, Shirley L. Kovar, a partner in the Estate & Trust Litigation Practice and International Private Client groups at Henderson, Caverly, Pum & Charney, LLP in San Diego, identifies some of...

John Dedon
John Dedon On Estate Planning: Are Asset Discounts on Family Transfers a Thing of the Past?

Perhaps the primary estate planning strategy utilized in reducing gift and estate tax for several decades has been taking advantage of discounts for family transfers of closely held businesses and real estate interests. These same discounts also apply...