Tag: Massachusetts

All too often, a client signs a trust, but fails (perhaps despite reminding) to re-title accounts and other assets in ...

In an eight-to-one decision, the U.S. Supreme Court approved of the retroactive application of revocation-on-divorce statutes—laws that revoke beneficiary designations ...

MA Trust Notice With SOL Language This pleading is offered as a sample for educational purposes only.  References to law ...

The MA and NH Trust Codes offer trustees important opportunities to reduce the statutes of limitations for actions to contest ...

A case recently heard by the Norfolk County, Massachusetts Superior Court serves as a reminder of the importance of paying ...

On March 20, 2017 an interesting and as yet unpublished decanting ruling by the Massachusetts Supreme Judicial Court arose in ...

What happens if the settlor expresses clear intent to amend her trust, but fails to sign the written amendment before ...

It’s a situation that estate planning petitioners sometimes encounter: a relative of a recently deceased client requests a copy of ...

INTRODUCTION  Litigation contesting the validity of wills and trusts on grounds of alleged incapacity and/or undue influence has been on ...

I had the pleasure of presenting at the MCLE 18th Annual New England Estate Planning (and More) Conference on January ...