Attorney Arthur Bergeron of Mirick O’Connell will be focusing on one of the least understood and most effective devices to help elders qualify for MassHealth: transfer of assets to a so-called (d)(4)(C) pooled trust. By transferring assets to a pooled trust, elders can qualify for MassHealth while assuring that there are available funds in reserve to meet their supplementary needs as long as they live. They can also increase the chances that, following their death, there will be assets left for their children and other loved ones.
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