Lakeville Area Community Education

Do you have a cabin, homestead, hunting land, farm or second home? Have you thought about how you will protect this family legacy and move its use and enjoyment into the future? Various sources and forces threaten its very existence: The nursing home and Medicaid(MA), estate taxes, family divorces, creditor and bankruptcy issues, taxes and operating expenses, unequal resources of owners, the in-laws, and use and enjoyment equality. Join us as we will provide real-life solutions and explore four paths to resolution that will solve these problems without driving the family apart or sacrificing the family legacy asset.

This is a relaxed and friendly open-forum seminar for participants with a seasoned Will & Trust Attorney. We will discuss questions like: Should I avoid Probate? Is a Will good enough? Do I need a Trust? How does my plan deal with the nursing home? How do we gift the assets of husband/ wife? What about separate assets not of the marriage? If I am alone, what tools protect me best? How do I decide who should serve in my estate plan? What is the death tax? How do I avoid leaving a mess for my children? Which Trust is best for my needs? Can I use a Transfer-On-Death Deed? How do my retirement assets operate in my Will or Trust? Bring your own questions too!