Casner & Edwards

Casner & Edwards Attorney Don J.J. Cordell to Present at the MassHealth Update


Boston law firm Casner & Edwards, LLP announces that attorney Don J.J. Cordell will serve as a presenter at the MassHealth Update, October 6, 2016 at the Hilton Garden Inn, Waltham, MA. Organized by HalfMoon Education, Inc., the seminar will cover a range of topics involving MassHealth eligibility and retirement planning. Specifically, Cordell will address “Planning with Retirement Benefits,” including:
 
  • What are the options if a large percentage of assets are held in retirement accounts?
  • Is it ever good to liquidate?
  • When should the client annuitize?
  • Increased MMMNA / CSRA options
  • Separate support actions
  • Testamentary trust planning and related RMD rules
  • Qualifying a trust for see-through treatment
Cordell's law practice primarily focuses on estate and related tax planning and business law with particular emphasis on the representation of closely held and family businesses. He also specializes in administering trusts and estates, long-term-care planning and other elder law matters, estate planning for disabled persons, guardianship and conservatorship matters and representation of clients in probate controversies. Additionally, at the request of certain clients, Cordell serves in the role of executor (personal representative) and trustee. He also regularly serves as guardian ad litem by appointment of the Massachusetts Probate Courts.
 
About Casner & Edwards, LLP
Casner & Edwards, LLP represents businesses, individuals and institutions across New England and around the world, providing the core legal services they need to succeed.  Clients work directly with a team of expert attorneys, and can expect full attention, seasoned advice, top quality work, and good value.

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