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Opportunity Zones & Qualified Opportunity Funds: An Emerging Economic Development and Investment Tool Worth Considering

The Opportunity Zone program is an important new community economic development and investment tool created in late 2017 by the federal Tax Cuts and Jobs Act.  This program is designed to incentivize long-term private investments in economically distressed communities (including a number of areas in the SouthCoast) through a highly tax-advantaged investment vehicle called a […]

Digital Assets and Estate Planning

Good Morning, Digital assets have become a ubiquitous part of nearly all of our daily lives and yet Massachusetts remains one of the only states in the nation that has not yet passed laws to uniformly address how these important assets can be accessed in the event of the account-holder’s incapacity or death. While legislation […]

Nursing Home Expense and Irrecovable Trusts

Many people have transferred their homes into irrevocable trusts as a way of making themselves eligible for state assistance if they go into a nursing home. Most know that this has to be done five years before they enter the nursing home. What they may not know, but should, is that MassHealth has been declining […]

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