Special Needs Planning

How Do I Protect My Generous, Impaired Grandparent?


Picture this: your beloved grandfather hands out cash gifts to his three grandchildren every year on their birthdays. Each grandchild receives $100 every year like clockwork. Then, one year, your grandfather gives your cousin $1,000. The next month, he again …

I've Been Asked To Be a Guardian. What Do I Do?


If you are asked to serve as guardian for either an incapacitated adult or a minor, there are several questions you should ask before accepting this fiduciary role. It is critical to understand what you are signing up for before …

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 …


We are kicking off the Fall with a two-month series focused on special needs planning, guardianships, and conservatorship issues.  We will explore special needs trusts and then dive into guardianships and conservatorships, including filing requirements for guardianships and conservatorships, who …