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Firm News | Trust & Estate Law

Massachusetts Supreme Judicial Court Provides Long-Awaited Guidance on the Use of Irrevocable Trusts in Medicaid Planning

by Adam Greshowak | Jun 5, 2017 | Firm News, Trust & Estate Law

More and more Americans are faced with the prospect of outliving their resources and rely on Medicaid to bridge the gap between expensive long-term health care and dwindling personal assets. Eligibility for Medicaid assistance, however, requires that an applicant's...

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Trust Beneficiary Lacks Standing to Sue for Breach of Contract Calling for Trust to be Funded

by Adam Greshowak | May 8, 2017 | Firm News, Trust & Estate Law

On April 20, 2017, the Supreme Court issued a decision in Glassie v. Doucette, No. 2014-108-Appeal (R.I. 2017), holding that a Trust beneficiary lacked standing to sue as a third party intended beneficiary of a contract which called for the creation and funding of the...

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Proposed 2704 Regulations May Have Substantial Impact on Estate Planning

by Adam Greshowak | Nov 17, 2016 | Firm News, Trust & Estate Law

Proposed 2704 Regulations, as they are now drafted, would make vast and substantial changes to the valuation of interests in many family-controlled entities, such as a Family Limited Partnership (FLP) or Limited Liability Company (LLC), for purposes of estate, gift,...

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Be Wary of Tax Laws Concerning IRAs

by Adam Greshowak | Nov 17, 2016 | Firm News, Trust & Estate Law

This past June, the IRS issued a Private Letter Ruling (201623001) which impacts surviving spouses in community property states. The decedent and the surviving spouse were married in 2004 and lived in a community property state. They had a son, whom the decedent named...

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RI Supreme Court Provides Long Awaited Guidance on Trust Attorneys’ Duty to Beneficiaries

by Adam Greshowak | Sep 2, 2016 | Firm News, Trust & Estate Law

In December of 2015, the Rhode Island Supreme Court provided guidance on the duties an attorney advising a trustee owes to the trust's beneficiaries. Audette v. Poulin, 127 A.3d 908 (R.I. 2015). Audette, the beneficiary of a trust, brought claims of negligence and...

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