Tips and Tricks for Grantor Trusts

Robert A. Mason, JD, CELA, CAP is owner of Mason Law, PC, of Asheboro and Charlotte, North Carolina, a firm devoted exclusively to legal issues involving estate planning, the elderly, the disabled and asset protection planning.

Bob also is the creator and developer of TrustChimp, a trusts and tax learning resource for elder law attorneys and other financial professionals. Through TrustChimp Bob conducts intensive three day seminars throughout the country for attorneys mastering advanced Public Benefits, Trusts, and Tax issues. Better yet, those materials are available as an online “at home or office” course called “The BaseCamp.”

Bob is a Board Certified Specialist in Elder Law by the North Carolina State Bar Board of Legal Specialization, a Certified Elder Law Attorney by the National Elder Law Foundation, a Fellow of the American College of Trust and Estate Counsel (ACTEC), a member of the National Academy of Elder Law Attorneys Council of Advanced Practitioners (less than 100 nationwide), Chairman (twice) of the Elder Law Section of the North Carolina Bar Association, Chair of the North Carolina State Bar Board of Legal Specialization, a North Carolina “Super Lawyer” for multiple years, named to “Best Lawyers in America” in the Elder Law and Special Needs Law category, and a frequent speaker on elder and disabilities law issues.

With 30 years of legal experience, Bob has a Bachelor of Science in Communications from Northwestern University, Evanston, Illinois, and a Juris Doctor cum laude from Mercer University’s Walter F. George School of Law, Macon, Georgia (where he was Managing Editor of the Mercer Law Review).