by Lisa DiOrio | Nov 18, 2024 | Uncategorized
Drafting Successful Medicaid Trusts Expert advice on withstanding MassHealth scrutinyIn person and Webcast, December 10, 2024 Creating an effective Medicaid trust requires not only a deep understanding of trust law, but also of estate and tax planning. You must know...
by Lisa DiOrio | May 11, 2023 | Uncategorized
MCLE Seminar: Mechanics of E-Filing in the Probate Court Tips to help you get your cases accepted for filing on the first try Did you know that you have a secret weapon when it comes to probating estates? It is filing your probate cases, whether they be formal,...
by Lisa DiOrio | Jul 1, 2022 | Uncategorized
MCLE Seminar: Conducting an Asset Protection Audit ~ July 6, 2022 Understand the considerations and questions to ask at all stages of the estate planning process It is critical to know what assets our clients have at all stages of the estate planning process. At the...
by Lisa DiOrio | Mar 11, 2022 | Uncategorized
MASS NAELA Chapter Meeting with Speaker Karen Johnson ~ March 24, 2022 Thursday, March 24, 20225:30 PM – Reception – 6:00 PM – Dinner Meeting Karen Johnson will be one of the panel speakers for this meeting. For this presentation, Karen will be addressing...
by Lisa DiOrio | Mar 11, 2022 | Uncategorized
Upcoming MCLE Seminar: Mechanics of E-Filing in Estate Planning with the Probate Court ~ April 6, 2022 Tips to help you have your cases accepted for filing on the first try Did you know that you have a secret weapon when it comes to probating estates? It is filing...
by Lisa DiOrio | Jan 25, 2021 | Uncategorized
Seminar: How to Make Directed Trusts Work: The 60-Minute Lawyer MCLE New England presents: Both Massachusetts and our neighbor to the north, New Hampshire, allow trusts to be directed by persons other than the trustee. This can include a Trust Protector or Special...
