Author: Patricia Malley

A Family History of the Austens

Welcome to the story of the Austens — made-up people with a wild accumulation of fictional (but factual) circumstances that raise all kinds of probate and fiduciary litigation issues. What potential problems do you spot here? What are the arguments …

Planning for Incapacity or Disability

My colleague, Hether Cahill, previously addressed the relationship between a guardianship and health care proxy and a conservatorship and durable power of attorney.  The purpose of this blog is to further explore the use of health care proxies and durable …

Special Needs Planning

Malley 9.3-01Navigating governmental entitlement programs in Massachusetts can be confusing and overwhelming.  In order to receive government assistance such as Medicaid (MassHealth) or Supplemental Security Income (SSI), income and asset limitations are imposed on a disabled individual.  So how can a …

Estate Administration During a Pandemic

Malley 8.6-01This month we will continue the discussion regarding our professional experiences during the COVID-19 pandemic.  In my previous post, I addressed how our attorneys have continued working with clients to prepare and execute estate plans.  While our attorneys have …

Estate Planning During a Pandemic

Malley 7.2-01As Tiffany mentioned in her introductory post, during the summer months we will be addressing our recent professional experiences during the COVID-19 pandemic. Our Private Client Group has remained busy during these unprecedented times. From the estate planning side, …