John L. Roberts

I serve clients in Hampden County Massachusetts: Estate Planning, Trusts and Estates, Probate, Estate Settlement, Guardianship, Elder Law, and Real Estate.

[John L. Roberts @ElderClientCare]

Rule 1:14 - The Elder Law Coach https://t.co/1HxDC6eCgx via @YouTube
A great video on updated Rule 1.14, sharing decades of experience protecting "Clients with Decision-Making Limitations"! The name of the new rule says it all! It supports "the wishes and values of the client."

[John L. Roberts @ElderClientCare]

Fern POA 4 Words matter in your POA https://t.co/g6P7Ptimyd via @YouTube Discuss your intentions and purposes with the Estate Planning Attorney who is drafting your documents, so that the words written in your Power of Attorney prevent future problems.

[John L. Roberts @ElderClientCare]

Fern POA 5 Avoid any hint of Undue Influence https://t.co/BMuAVU0lBp via @YouTube It’s often the first question they ask when there’s a problem with an Estate.

[John L. Roberts @ElderClientCare]

Fern POA 3 Aging is a family affair. When you plan your estate, relationships are even more important than Money & Taxes. https://t.co/Ymbk1VwyPS via @YouTube

[John L. Roberts @ElderClientCare]

Fern POA 2 Estate Planning Tunnel Vision: Money & Taxes https://t.co/xXU14PRBRr via @YouTube | Tony and Chris Baker had the burden to prove the gifts they made to themselves benefited their mother, Frances Fern, by reducing taxes on her estate.

[John L. Roberts @ElderClientCare]

Fern POA 1 Self Dealing Gifts https://t.co/kooI2678LZ via @YouTube
Fern v. Baker | Can the sons of an Alzheimer’s patient
use a Power of Attorney to gift $5 million to themselves? | 24-P-1349 Massachusetts Appeals Court

[John L. Roberts @ElderClientCare]

https://t.co/LPjrgZTNLP
If you are a parent or grandparent, and you want to provide an inheritance for a disabled child or grandchild, you need to make sure the money will end up helping the disabled person and won’t disqualify them from disability and health care programs

[John L. Roberts @ElderClientCare]

Big Difference between 2 types of Supp Needs Trusts
https://t.co/XORIjRv4iY
If you have decided to set up a Trust for your disabled child or grandchild, be sure about which type of trust: a 3rd Party Supplemental Needs Trust or a First Party (d)(4)(A)

[John L. Roberts @ElderClientCare]

| P&S Part 2: Can a home buyer sue me if I sell them a defective house? Warranty of Habitability
https://t.co/ITepFd9tzp

[John L. Roberts @ElderClientCare]

P&S Part 1: Your Purchase and Sale Agreement is very important! It protects your interests.
Home buyers with ceilings in danger of collapsing learn they can’t sue for fraud because the Purchase and Sale Agreement released the Sellers from liability.
https://t.co/GDaa4tZYyX

[John L. Roberts @ElderClientCare]

Hampden County Homebuyers: Be aware of Easements
This extreme example shows you how Easements can severely impact the property you plan to purchase.
https://t.co/WzZRjozFQj
Tenczar v. Indian Pond Country Club, Inc., 491 Mass. 89 (2022)

[John L. Roberts @ElderClientCare]

The Motive for Medicaid Planning is Protecting Health and Safety. You have choices during the 5-year look back period, including annuity and Life Estate Deed.https://t.co/thxe5Ix2SR

[John L. Roberts @ElderClientCare]

How an annuity can make you MassHealth eligible.
We have many options for married couples when one spouse needs Medicaid to pay for nursing home care. A MassHealth Compliant annuity is one Medicaid Planning option. https://t.co/LC97XqaTRr

[John L. Roberts @ElderClientCare]

Spousal Elective Share in Massachusetts https://t.co/HnzForiQPd via @YouTube

[MWAC @Avalanchecenter]

Natural wet loose slides, like this one today in Hillman’s will be likely tomorrow as heat continues to affect new snow from Monday and Tuesday. No overnight freeze = rotten snow = postholing = glide cracks = undermined snow = push-a-lanches in steep ter… https://t.co/U9MDeXA45r

[MWAC @Avalanchecenter]

Even the shaded ice is warming today as we rapidly shift to a spring snowpack. Keep wet slab avalanches on your radar, but watch for emerging spring hazards like undermined snow, ice and rockfall, and slide for life conditions with refreezing snow. Hope … https://t.co/sVKxXfeQWH

[John L. Roberts @ElderClientCare]

Help clients comply with wage and hour laws, taxes, and insurance requirements for home health employees. https://t.co/cE7JDAVqNF

[John L. Roberts @ElderClientCare]

https://t.co/4dcJA1djjc

[John L. Roberts @ElderClientCare]

Own and transfer property to get stepped up basis: https://t.co/SLbyFHSu8G via @YouTube

[John L. Roberts @ElderClientCare]

Permissible Transfers: Part 2 Massachusetts Medicaid: https://t.co/AeJIJa44Py via @YouTube