Product Description

Recent updates:

• Update: September 2023

  Dear Subscriber,

  This first edition of Elder and Disability Law in Massachusetts continues the tradition of Estate Planning for the Aging and Incapacitated Client in Massachusetts . This book updates and expands on topics covered in its predecessor publication, while adding new chapters of particular interest to estate planning for both elders and persons with disabilities. Inside, you will find coverage of thousands of practical tips and insightful analyses on case decisions, statutes, regulations, and other authoritative sources pertinent to elder and disability planning, including current material on the following subjects:

  • Undue influence. Chapter 5 addresses the lawyer's duties in representing a client who is experiencing improper or undue influence that puts them at risk, whether the means be physical force, duress, threats, or other forces. Practical insights are offered on how to prevent, ameliorate, or litigate undue influence.

  • Ethics issues in representing elders. See chapter 6 for caveats related to stereotyping elderly clients, navigating the family relationship, and handling joint representation. Discussion includes diminished capacity and the attorney's duties of loyalty and confidentiality, the retention and discharge of counsel, proceedings against nonclients, and aspects of the power of attorney role.

  • Special needs trusts and ABLE accounts. Chapter 39 begins with a review of self-settled trusts generally, then goes on to describe the elements of self-settled and third-party special needs trusts. It discusses trust protector provisions and concludes with a discussion of VA benefits and ABLE Accounts.

  • Trusts in the MassHealth context. Chapter 38 addresses the role of trusts in estate planning where an objective is to preserve eligibility for MassHealth benefits. Background is provided on OBRA '93 legislation and how Massachusetts has interpreted the law. Particulars of trusts established for disabled individuals and those established with transferred assets are discussed.

  • Tax considerations regarding trusts. Among the topics covered in chapter 40 are income tax planning for Medicaid trusts and estate and gift tax planning for such trusts, taxation of testamentary trusts, taxation of trusts established by the beneficiaries of gifts, and the treatment of pretax retirement accounts.

  • Property tax relief. Chapter 38 addresses real estate tax exemptions, abatements, and deferrals for older persons, their spouses, minor children, veterans, blind persons, and those experiencing hardship.

  • Resource planning for MassHealth coverage. This expansive topic is addressed in detail in chapter 34 (Protecting the Community Spouse), chapter 35 (Reducing Excess Assets), chapter 36 (Transfers of Resources), and chapter 37 (Protecting the Home).

  We at MCLE trust that you will find this new edition useful in your estate planning practice and valuable in keeping your law library current.

  Cordially,

  MCLE Press

Table of Contents

Chapter 1 expand

Overview of the One-Trial System

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Tatiana R. Tway, Esq.,

Chapter 2 expand

Pretrial Procedures

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David L. Fine, Esq., Mirick, O'Connell, DeMallie & Lougee LLP
Tatiana R. Tway, Esq.,

Checklist 2.1

- Checklist for Filing a Civil Action in the District Court Buy Form

Checklist 2.2

- Checklist for District Court Trial Preparation Buy Form

Exhibit 2A

- District Court Time Standards and Case Management Orders Buy Form

Exhibit 2B

- Statement of Damages Buy Form

Exhibit 2C

- Transmittal of Appeal - Pretrial Procedures Buy Form

Exhibit 2D

- Order Nisi for Dismissal Buy Form

Exhibit 2E

- Notice of Entry of Judgment of Dismissal Buy Form

Exhibit 2F

- Notice of Case Management Conference Buy Form

Exhibit 2G

- Case Management Conference Report Buy Form

Exhibit 2H

- Notice of Pretrial Conference Buy Form

Exhibit 2I

- Pretrial Conference Report Buy Form

Exhibit 2J

- Trial Order - Pretrial Procedures Buy Form

Chapter 3 expand

Trial Preparation

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Jeffrey J. Trapani, Esq., Hampden Superior Court, Commonwealth of Massachusetts

Checklist 3.1

- Checklist for Obtaining and Preparing Discovery Buy Form

Chapter 4 expand

Jury Trial Techniques

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Harry L. Miles, Esq., Green Miles Lipton LLP

Chatper 5 expand

Proving and Arguing Liability and Damages (Plaintiff's Perspective)

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Bruce P. Gilmore, Esq., Bruce P. Gilmore, P.C.

Chapter 6 expand

Liability and Damages Defendant's Perspective

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Carol A. Kelly, Esq., CRICO/Risk Management Foundation

Chapter 7 expand

Pain and Suffering - District Court Civil Practice Manual

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Jeffrey K. O'Connor, Esq., Bulkley, Richardson and Gelinas LLP

Exhibit 7A

- Taking Issue with New Rule on Arguing Damages Buy Form

Chpater 8 expand

Trial Motions and Postrial Relief

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Michael R. Byrne, Esq., Melick & Porter LLP

Appendix

District Court Civil Practice by Juristictions

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