Massachusetts Elder And Estate Planning Law Blog

Elder Law Advice

There is some elder law advice that has gone viral in the elder law community. Two people forwarded it to me, my favorite reverse mortgage go to person: Stephen Pepe; and a go to Real Estate Guru, Peter T. Clark. Here’s what to think about in a worst-case scenario. If...

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Important Message From Lannik Law

Memorandum:  We Are Still Open for Business I came back from Antarctica on March 12, 2020, and despite plans to unpack over the weekend and hit the decks running the next Monday, I went to the office on March 13th   to make plans in response to the Covid-19 crisis.  I...

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Not Exactly a Scam, or is it?

My sister always says,  “Don’t trust anyone!”  What you can trust is that someone will try to take advantage of you in every context, or pray upon your need and a lack of knowledge. Just today a client called from a bank to say that she “Needs a federal tax ID number,...

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Charitable Giving

As a student, I spent 6 weeks living in a Paris home in an immersion experience to learn French. There were several other students there too. One of them was a young woman from Iran who was related to the former Shah of Iran. I always wondered what happened to her...

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A Difficult Client

Several years ago we met with “Anita,” a woman in her mid-sixties whose husband, Andy, a decade or so older than Anita, had been diagnosed with mid-stage dementia and, therefore, had recently retired as a cab driver.  At the time, Anita was quite adamant that,...

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