Estate Planning Blog

Beware of Joint "Convenience" Bank Accounts

Estate PlanningTimothy RobertsonSeptember 4, 2019Estate Planning, Convenience Accounts, Probate Litigation

Medicaid Irrevocable Trusts: Frequently Asked Questions

Estate PlanningTimothy RobertsonMarch 6, 2019T FRANK LAW, PLLCEstate Planning, Irrevocable Trusts, Medicaid/MassHealth

Supreme Judicial Court: Spousal Share Statute Does Create Standing To Partition Property By Joseph N. Schneiderman

ProbateTimothy RobertsonJanuary 10, 2019T FRANK LAW, PLLCEstate Planning, Probate, Life Estates, SJC

Understanding Realty Trusts

Estate PlanningTimothy RobertsonAugust 22, 2018T FRANK LAW, PLLCEstate Planning, Realty Trusts, Nominee Trusts

Heading to College in the Fall?

Is your young adult heading to college in the Fall?

Estate PlanningTimothy RobertsonAugust 1, 2018T FRANK LAW, PLLCEstate Planning, Health Care Proxy, Durable Power of Attorney, HIPAA

Estate Planning for Young Families

Estate PlanningTimothy RobertsonJuly 17, 2018T FRANK LAW, PLLCEstate Planning, Trusts, Credit Shelter Trusts, Massachusetts Estate Tax

Asset Protection 101

Estate PlanningTimothy RobertsonMay 6, 2018T FRANK LAW, PLLCEstate Planning, Irrevocable Trusts, Limited Liability Company

Estate Planning for Single People

While discussions of estate planning often focus on married couples, estate planning for a single person is just as important... failing to create a coordinated plan can cause real problems.

Estate PlanningTimothy RobertsonFebruary 4, 2018T FRANK LAW, PLLCEstate Planning, Pet Trusts, Revocable Living Trusts, Wills, Durable Power of Attorney, Health Care Proxy, Trusts

Buy-Sell Agreements: A Brief Overview

After years of hard work and dedication to a business, many owners wish to arrange for the future ownership of the business on their terms.

Estate Planning, Business Succession PlanTimothy RobertsonJanuary 15, 2018T FRANK LAW, PLLCEstate Planning, Irrevocable Life Insurance Trusts, ILITS, Business Law, Business Succession Planning, Shareholder Agreement, Buy-Sell Agreement

The Importance of a Health Care Proxy and Durable Power of Attorney

Estate PlanningTimothy RobertsonDecember 15, 2017T FRANk LAW, PLLCHIPAA, Estate Planning, Health Care Proxy, Durable Power of Attorney, Guardianship, Conservatorship, Probate

Common Massachusetts Estate Tax Planning Methods

Estate PlanningTimothy RobertsonAugust 28, 2017Estate Planning, Trusts, Revocable Living Trusts, Credit Shelter Trusts

Recent SJC Decision Highlights Pitfalls of MassHealth Long-Term Care Planning

Estate PlanningTimothy RobertsonAugust 28, 2017Estate Planning, Irrevocable Trusts, Life Estates, MassHealth, Long-Term Care Planning

Retirement Account Trusts

Estate PlanningTimothy RobertsonAugust 28, 2017T Frank Law, PLLCEstate Planning, Trusts, Retirement Accounts