Belmont Estate Lawyer, Massachusetts, page 5

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Joseph David Kropp

Litigation, Lawsuit & Dispute, Estate, Business
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  47 Years

Darah Lea Schofield

Real Estate, Lawsuit & Dispute, Pharmaceutical Product, Estate
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  19 Years

Robert E. Connors

Land Use & Zoning, Real Estate, Wills, Estate
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           

Cynthia Frances Snow

Real Estate, Estate
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  11 Years

Theresa Anne Stremlau

Trusts, Estate, Elder Law, Elder Law
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  32 Years

Andrew Peter Salzman

Tax, Gift Taxation
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  12 Years

Robert A. Lapping

Condominiums, Commercial Real Estate, Commercial Leasing, Wills & Probate
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  53 Years

Koinonia M. Givens

Business & Trade, Commercial Real Estate, Gift Taxation, Wills, Elder Law
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  20 Years

David M. Barlow

General Practice
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  35 Years

Robert Raymond Trant

Landlord-Tenant, Trusts, Business, Credit & Debt
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  25 Years

Free Help: Use This Form or Call 800-814-6700

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LEGAL TERMS

BYPASS TRUST

A trust designed to lessen a family's overall estate tax liability. An AB trust is the most popular kind of bypass trust.

SPECIFIC BEQUEST

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequ... (more...)
A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequest fails. In other words, the beneficiary cannot substitute a similar item in the estate. Example: If John leaves his 1954 Mercedes to Patti, and when John dies the 1954 Mercedes is long gone, Patti doesn't receive John's current car or the cash equivalent of the Mercedes. See ademption.

HOLOGRAPHIC WILL

A will that is completely handwritten, dated and signed by the person making it. Holographic wills are generally not witnessed. Although it's legal in many stat... (more...)
A will that is completely handwritten, dated and signed by the person making it. Holographic wills are generally not witnessed. Although it's legal in many states, making a holographic will is never advised except as a last resort.

DEED OF TRUST

See trust deed.

CERTIFIED COPY

A copy of a document issued by a court or government agency guaranteed to be a true and exact copy of the original. Many agencies and institutions require certi... (more...)
A copy of a document issued by a court or government agency guaranteed to be a true and exact copy of the original. Many agencies and institutions require certified copies of legal documents before permitting certain transactions. For example, a certified copy of a death certificate is required before a bank will release the funds in a deceased person's payable-on-death account to the person who has inherited them.

DOWER AND CURTESY

A surviving spouse's right to receive a set portion of the deceased spouse's estate -- usually one-third to one-half. Dower (not to be confused with a 'dowry') ... (more...)
A surviving spouse's right to receive a set portion of the deceased spouse's estate -- usually one-third to one-half. Dower (not to be confused with a 'dowry') refers to the portion to which a surviving wife is entitled, while curtesy refers to what a man may claim. Until recently, these amounts differed in a number of states. However, because discrimination on the basis of sex is now illegal in most cases, most states have abolished dower and curtesy and generally provide the same benefits regardless of sex -- and this amount is often known simply as the statutory share. Under certain circumstances, a living spouse may not be able to sell or convey property that is subject to the other spouse's dower and curtesy or statutory share rights.

TRUSTEE POWERS

The provisions in a trust document defining what the trustee may and may not do.

DISINHERIT

To deliberately prevent someone from inheriting something. This is usually done by a provision in a will stating that someone who would ordinarily inherit prope... (more...)
To deliberately prevent someone from inheriting something. This is usually done by a provision in a will stating that someone who would ordinarily inherit property -- a close family member, for example -- should not receive it. In most states, you cannot completely disinherit your spouse; a surviving spouse has the right to claim a portion (usually one-third to one-half) of the deceased spouse's estate. With a few exceptions, however, you can expressly disinherit children.

PRETERMITTED HEIR

A child or spouse who is not mentioned in a will and whom the court believes was accidentally overlooked by the person who made the will. For example, a child b... (more...)
A child or spouse who is not mentioned in a will and whom the court believes was accidentally overlooked by the person who made the will. For example, a child born or adopted after the will is made may be deemed a pretermitted heir. If the court determines that an heir was accidentally omitted, that heir is entitled to receive the same share of the estate as she would have if the deceased had died without a will. A pretermitted heir is sometimes called an 'omitted heir.'

SAMPLE LEGAL CASES

IN THE MATTER OF THE ESTATE OF BEAUREGARD

Discussion. When a will is traced to the testator's possession or to where he had ready access to it and the original cannot be located after his death, there are three plausible explanations for the will's absence: (1) the testator destroyed it with the intent to revoke it; (2) the will ...

Equity One, Inc. v. Estate of Williams

72 Mass. App. Ct. 1108 (2008). EQUITY ONE, INC. v. ESTATE OF ALFRED WILLIAMS & others. No. 07-P-493. Appeals Court of Massachusetts. July 16, 2008. Decision Pursuant to Rule 1:28. Judgment reversed.

REAL ESTATE BAR ASSOCIATION FOR MASSACHUSETTS, INC. v. National Real Estate Information Services

William P. O'Donnell, Anthony J. Vigliotti, Robert F. Kelley, John R. Buckley, Jr., F. Sydney Smithers, IV, & Andrea F. Nuciforo, Jr., for Register of Deeds for Berkshire County & others. ... Matthew J. Maiona for the New England Chapter of the American Immigration Lawyers ...

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