Big Win for Irrevocable Trusts in Massachusetts

By WealthCounsel, LLC on Jun 8, 2017 1:00:00 PM

Big-Win-for-Irrevocable-Trusts-in-Massachusetts

A ruling by the Supreme Judicial Court of Massachusetts in 2017 resulted in a big win for seniors everywhere when it comes to Medicaid estate planning and preventing assets from counting against Medicaid eligibility. The court reversed two cases — Nadeau v. Director of the Office of Medicaid, and Daley v. Secretary of the Executive Office of Health and Human Services — which pertained to eligibility for long-term assistance under the Massachusetts Medicaid program (MassHealth).

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The Most Profitable Estate Planning Education Talk to Have with Clients

By WealthCounsel Staff on May 30, 2017 11:04:49 AM

Learn more about how the Pareto Principle applies to your estate planning practice.

Much of life follows the 80/20 rule. Also known as the Pareto Principle (named for the Italian economist who devised it), this formula calculates that 20 percent of your conversations are responsible for 80 percent of the profitability of the relationship. That holds true whether it’s business or personal.

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How to Easily Get All Your CLE Credits Without Added Stress

By WealthCounsel Staff on May 26, 2017 9:00:00 AM

Most states and territories require continuing legal education (CLE) for attorneys. Some specific practice areas and specialties also have their own CLE requirements. It can feel overwhelming when you first see the CLE hours required by your state bar. However, with a little preparation you can efficiently meet state CLE requirements while also accumulating new skills and techniques to enhance your estate planning practice. Here’s how:

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