Lutsky, Todd E. Esq., LLM

Lawyer Overview

Todd E. Lutsky joined Cushing and Dolan, P.C. in 1995 initially concentrating in the preparation of estate plans, including the use of revocable trusts, joint trusts, irrevocable life insurance trusts, qualified personal residence trusts and family limited partnerships. He has since expanded his practice to include business planning through the use of regular limited liability companies, Delaware series limited liability companies, sale of assets to an intentionally defective grantor trust, cross purchase agreements, stock redemption agreements, and Deferred Compensation agreements. He has further expanded his practice to include Medicaid and asset protection planning for the elderly, assisting clients with the Medicaid application, preparation and eligibility process of obtaining MassHealth benefits, fair hearings, and advanced Medicaid planning and the preservation of assets through the use grantor irrevocable income only trusts. Mr. Lutsky graduated from the University of Toledo School of Law in 1991 and obtained a Masters Degree in Taxation from the Boston University School of Law in 1992. He joined the public sector as a tax attorney with the International accounting firm of Price Waterhouse LLP. He is also a member of the National Academy of Elder Law Attorneys and the Boston Estate Planning Council.

Mr. Lutsky also provides his expertise since 1998 as the Co-Host on a nationally syndicated live call-in radio talk show entitled "Money Matters" in which he answers questions and provides information on topics such as asset protection planning, Medicaid eligibility, how to avoid probate, income and gift tax issues along with other estate tax planning matters.

Mr. Lutsky is a regular speaker for Massachusetts Continuing Legal Education and the Foundation for Continuing Education on such topics as:

• "Medicaid Update" most recently addressing planning opportunities after the Deficit Reduction Act of 2005 - MCLE
• "Estate Planning for the Moderate Estate" - MCLE
• "Preparing Federal and Massachusetts Estate Tax Returns" - MCLE
• "Basic Estate Planning Essentials with a Form 706 Example" - FCE
• "Fiduciary Income Tax Returns for Estates and Trusts" - FCE
• "Income Tax Refresher" which included information on the 1997 tax reform act - FCE
• "Tax Issues Associated With Divorce" - FCE
• "Medicaid Planning Update, A Survival Guide" - FCE

Mr. Lutsky's written materials include:

• "Irrevocable Trusts Not As Frightening As You Might Think"- an article authored by Mr. Lutsky and published in the July/August 2002 edition of the PanAm Clipper Magazine
• "Medicaid Update"- frequent contributing author - MCLE
• "Medicaid Planning Update, A Survival Guide"- frequent contributing author - FCE
• "Basic Estate Planning Essentials with a 706 Example" - frequent contributing author - FCE
• "Estate Planning for the Moderate Estate" - contributing co-author MCLE

Areas of Practice

• Estate Plans
• Revocable Trusts
• Joint Trusts
• Irrevocable Life Insurance Trusts
• Personal Residence Trusts
• Family Limited Partnerships
• Medicaid Planning
• Elder Law Planning

West Practice Categories

Elder Law

Bar Admissions

• Pennsylvania, 1992
• Massachusetts, 1992

Professional Associations and Memberships

• National Academy of Elder Law Attorneys (Member)
• Boston Estate Planning Council (Member)
• National Aging In Place Council (Member)
• Provisors

Classes and Seminars

• Speaker, "Medicaid Update", Massachusetts Continuing Legal Education
• Speaker, "Estate Planning for the Moderate Estate", Massachusetts Continuing Legal Education
• Speaker, "Preparing Federal and Massachusetts Estate Tax Returns", Massachusetts Continuing Legal Education
• Speaker, "Basic Estate Planning Essentials with a Form 706 Example", Foundation for Continuing Education
• Speaker, "Fiduciary Income Tax Returns for Estates and Trusts", Foundation for Continuing Education
• Speaker, "Income Tax Refresher", Foundation for Continuing Education
• Speaker, "Income Tax Refresher", Foundation for Continuing Education
• Speaker, "Medicaid Planning Update, A Survival Guide", Foundation for Continuing Education

Past Employment Positions

• Price Waterhouse LLP, Tax Attorney

Education

• Boston University School of Law, Boston, Massachusetts, 1992
  LL.M.
  Major: Taxation
• University of Toledo College of Law, Toledo, Ohio, 1991

Accepts Credit Cards

Published Works

• Irrevocable Trusts Not As Frightening As You Might Think, PanAm Clipper Magazine, July/August, 2002
• Medicaid Update
• Medicaid Planning Update, A Survival Guide
• Basic Estate Planning Essentials with a 706 Example
• Estate Planning for the Moderate Estate, Co-Author

Address

375 Totten Pond Road
Suite 200
Totten Pond Road Office Park
Waltham, MA 02451-2026

Phones

617-523-1555

Faxes

617-523-5653

Emails

Contact Us

Websites

http://www.cushingdolan.com