Category: Representative Cases

Simple Spousal Case

Elderly client’s wife was in hospital due to failure to thrive and was being discharged to rehabilitation.  Concerned that his limited finances would be depleted when he would have to private pay for his wife’s care in a nursing home, he sought our firm’s assistance. 

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Testamentary Trust

Children came to the office because their father was in rehab with an upcoming discharge to the nursing home, and their mom was in the early stages of Alzheimer’s disease.  The children were concerned about getting their father the appropriate long term care, while also

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Young Stroke Client

Our client was in her early 60’s and suffered a debilitating stroke, leaving her paralyzed on one side and residing in a nursing home.  Client was employed and thriving at the time of her stroke.  When it became apparent that recovery was going to be

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Out of state and with Alzheimer’s Disease

Daughter came to our office because mom was residing out of state and with Alzheimer’s Disease and struggling to remain in the community.  There was no one to care for her, manager her affairs, and she was failing.  We instructed the daughter to transplant her

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Complex MassHealth Application

A mother created an irrevocable trust with the purpose of 5-year lookback/MassHealth planning.  Unfortunately, her health took a turn a year after the trust was created and she went into a nursing home.  By the time the son came to us for a MassHealth long-term

Continue Reading »

Simple Spousal Case

Elderly client’s wife was in hospital due to failure to thrive and was being discharged to rehabilitation.  Concerned that his limited finances would be depleted when he would have to private pay for his wife’s care in a nursing home, he sought our firm’s assistance. 

Read More »

Testamentary Trust

Children came to the office because their father was in rehab with an upcoming discharge to the nursing home, and their mom was in the early stages of Alzheimer’s disease.  The children were concerned about getting their father the appropriate long term care, while also

Read More »

Young Stroke Client

Our client was in her early 60’s and suffered a debilitating stroke, leaving her paralyzed on one side and residing in a nursing home.  Client was employed and thriving at the time of her stroke.  When it became apparent that recovery was going to be

Read More »

Out of state and with Alzheimer’s Disease

Daughter came to our office because mom was residing out of state and with Alzheimer’s Disease and struggling to remain in the community.  There was no one to care for her, manager her affairs, and she was failing.  We instructed the daughter to transplant her

Read More »

Complex MassHealth Application

A mother created an irrevocable trust with the purpose of 5-year lookback/MassHealth planning.  Unfortunately, her health took a turn a year after the trust was created and she went into a nursing home.  By the time the son came to us for a MassHealth long-term

Read More »

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