If you are the beneficiary of a trust, you cannot be kept in the dark. There is duty on the trustee of a trust to report and inform. MGL. Ch. 203D, Sec 813 provides: Duty to inform and report: a) A trustee shall keep the qualified...
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This office has been involved in a number of will contests. There is a specific procedure to be followed. You must file an appearance before the return date of a formal proceeding; or file your own petition for formal administration of contesting a...
The office was recently able to obtain a "victory" by having the court allow an informal probate of an estate technically more than three (3) years old. The common course is to have a more costly, time consuming formal probate. The things to...
One of the sad realities I had hit me personally was seeing a host of shows, some fiction, some documentary and news, highlighting the tragedy of a spike in the number of deaths through substance abuse. It is sobering recognizing death is not...
This office concentrates on probate administration for a reason. Not everyone will suffer an accident, get arrested, go through a divorce, or be part of a large corporate structure. Bur everyone will die, at some point. The smart person is much like a...
One of the side-effects of probate administration is having to do a guardianship for an heir. Or deal with adoption - parent could be or have gone to parts unknown. This office knows that there's more to it than preparing the papers. They must be...
Can't seem to escape people coming with divorce or post divorce problems. This man was referred by an old client who I could not refuse. The modification of divorces can be tricky. It's imperative that a searching financial inventory be done; and...
Of serious concern is the number of accountants who I talk to who tell me their clients have no will. Reason dictates that if they have enough to have some someone do their taxes, they should make plans for the inevitability of death. Remember, it was...
One thing to discuss with us is the possible impact of nursing home costs on beloved ones assets being avoided by using special instruments. Things like special powers of appointment can be used when necessary to not force right now the beloved giving...
I had a case come in recently that involved having to open up an estate 3 years after death. Legal requirement is that when that amount of time has passed, a formal petition to probate the estate must be done. This involves more cost, the requirement...
