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Taken from Mass Lawyer's Weekly Newspaper 10/26/2020  This Week's Decisions: Where the 1st Circuit Court of Appeals has certified a question asking whether the assets of a self-settled discretionary spendthrift irrevocable trust...

This year as we start to welcome the holiday season there is a lot more on our minds than just turkey and the perfect present. We are all wondering how the holidays will look this year.  Can we still get together? Do we have to wear...

    When Is a Will 'Ancient?' There may be a time when you come across an old will of someone who recently died. Perhaps it is...

Well, it's Friday the 13th.....are you superstitious? The reason I ask is because I had a conversation recently with a friend that I hadn't seen in a long time and we spoke (like everyone else) how difficult this year has been. The subject...

Happy Veteran's Day to all those who served. Thank you for your service. As we celebrate this day, please think about preparing for your future. Call Alex today at 508-660-0331 to discuss your need to have a will drawn up, designate a...

Mass Lawyers Weekly (9/28/2020) "This Week's Decisions" Where a Probate & Family Court judge dismissed a petition to formally probate a testator's propsed will and to appoint the testator's son as personal representative of...

The big issue sometimes in probate, is whether or not you should advise or encourage litigation. Many things such as seeking the removal of a trustee, demanding accountings, trying to dissolve the trust, etc. may all be legally justified- BUT not...

Shortly after registering for school in another state, my niece became very ill and required hospitalization. A friend called my niece’s home and advised my sister-in-law of the name of the hospital where my niece had been admitted. When my...

A Trustee’s duties include, among other things, prudent investing, carrying out the express terms of the Trust, maintaining a relationship with the beneficiaries, providing annual accounts to the beneficiaries, and tax compliance. Trustees owe a...

Estate planning clients frequently state that one of their estate planning goals is to “protect assets.” However, when asked what specifically they want to protect their assets from, they often have only a vague idea. Here are six examples...