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Member Of

Description
Foundation Board of Trustees
Massachusetts Chapter
NAELA Journal Editorial Board
Tax Section Dues
Tax Section Steering Committee
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Contact
Mark W. Worthington, CELA, CAP
20 Speen St, Ste 101 Framingham, MA 01701
(508) 861-3453
(508) 861-3690

Articles/Seminars

TitleDescription
ABLE Account Final Regulations: A Practitioners GuideExperts give an overview of ABLE Account changes and how best to advise your clients moving forward.
Tax Section: What to Do: Estate and Special Needs Planning Under the SECURE ActThe SECURE Act brings major changes to retirement tax policy and basic estate planning and drafting.
Re Application for the Appointment of a Special Guardian of the Property by Imre B.R for I.B.R.,2013 WL 2460356 (June 5, 2013) - Guardianship Not Justified Merely Because Financial Institution Refused to Accept Power of Attorney (N.Y. Sup. Ct.)
Changes From the SECURE ActThe SECURE Act brings major changes to retirement tax policy, particularly the rules that limit “stretch” IRAs. The "stretch" allowed an inheritor to take money out of a retirement account over their lifetime. The SECURE Act requires most, but not all individuals, to take the money out in ten years. Yet, many estate plans do not leave retirement accounts outright to inheritors, but in a trust for their benefit. NAELA’s experts not only understand how to plan with trusts under the SECURE Act, but even obtained changes in the final bill to ensure that trusts for people with disabilities could retain “the stretch.”
In re Guardianship of Tschumy2013 WL 3868101 (July 29, 2013) - Guardian''s Power to Consent to Medical Care Included Power to Disconnect Life-Support System (Minn. App.)
2007 Case Law UpdateAnnual review of developments within Elder Law
Will the Uniform Trust Code Negatively Affect a Third Party's SNT?This session will outline the controversy over the Uniform Trust Code (UTC) and especially its potential negative impact on third-party Special Need Trusts (SNTs).
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Cynthia R. Cox, CELA, CAP

Featured Member

Cynthia R. Cox, CELA, CAP

We are elder law attorneys dedicated to the caring and professional practice of law. Our passion is to assist the elderly and disabled in public benefits and special needs planning.
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