Pricey Harry,

My father, I’m grieved To write dpersonal, simply handed away, leaving his two notions to be divided between my three sisters and me. Primarily To attenuate taxes, I plan to create a notion with my share. Since he lived and died in Massachusetts And that i plan To maneuver again tright here inside a yr or so, ought to I Uncover a notion lawyer who practices in Massachusetts pretty than right here in Indiana? One concern is that I’m in a wheelchair with degenerative ataxia, And that i’ll in all probability Want to use for state providers Finally.

Pricey reader,

I’m sorry To Take heed to about your dad. I might advise working with a Massachusetts lawyer. Wright hereas every state should honor the property planning paperwork created in completely different states (the Due Religion and Credit rating clause of the Structure), the regulations relating to wills, powers of lawyer, healthcare directives, taxes, and public advantages are sufficiently completely different from state to state that it’s wisest to work with an lawyer wright here you’ll Discover your self. As They are saying (or was it Donald Rumsfeld who said?), you don’t know what you don’t know. An Indiana lawyer can’t know what she doesn’t Discover out about Massachusetts regulation (and vice versa for that matter).

I’d add that your plan in all probability Might have little or no influence on taxes, However it Might be very related to qualifying for providers, particularly beneath the Medicaid program (referred to as MassHealth in Massachusetts). In that regard, it Might have been useful In case your father had left your share of his property Within the notion In your revenue pretty …….

Source: https://www.marketwatch.com/story/my-father-died-and-i-want-to-put-my-inheritance-in-a-trust-in-what-state-should-i-hire-an-estate-planning-attorney-11655928092