Cherry Valley Estate Planning Lawyer, Massachusetts

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Joseph Botelho
About | Practice Areas
Botelho Law Group
901 Eastern Ave Suite 2 Fall River, MA 02723» view map
Estate Law
Fall River Lawyers

At the Botelho Law Group we have several attorneys, with different specializations; to help your case’s individual needs.

800-229-5331
1. Joseph Botelho Fall River, MA
  Attorney at Law- MA, 2000
  University of Massachusetts School of Law, J.D. 2000
2. AboutBotelho Law Group
  Fall River Lawyers
3. Practice AreasExpertise
  Bankruptcy & Debt Law
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Includes: Gift Taxation

Matthew S. Rousseau

Bankruptcy, Credit & Debt, Estate Planning, Real Estate

Status:

FREE CONSULTATION

CONTACT

255 Park Avenue, Worcester, MA 01609

Michael R. Revelli

Family Law, Wills & Probate, Elder Law, Estate Planning

Status:

CONTACT

446 Main Street, Worcester, MA 01608

Maria L. DiPilato

Family Law, Corporate, Business Organization, Estate Planning

Status:

CONTACT

Burnside Building, 339 Main Street, Worcester, MA 01608

Howard E. Stempler

Real Estate, Estate Planning, Family Law, Corporate, Tax

Status: Licensed: 40 Years

CONTACT

339 Main Street, Worcester, MA 01608

Steven M. Rubin

Real Estate, Estate Planning, Family Law, Personal Injury

Status:

CONTACT

770 Salisbury Street, Worcester, MA 01609

Richard W. Dearborn

Corporate, Estate Planning

Status:

CONTACT

370 Main Street, Worcester, MA 01608

Erwin H. Miller

Real Estate, Estate Administration, Estate Planning, Estate

Status: Licensed: 60 Years

CONTACT

311 Main Street, Worcester, MA 01615

Neil S. Davis

Estate Planning, Family Law, Divorce, Adoption, Merger & Acquisition

Status:

CONTACT

30 Stark Road, Worcester, MA 01608

800-814-6700

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LEGAL TERMS

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.

TRUST DEED

The most common method of financing real estate purchases in California (most other states use mortgages). The trust deed transfers the title to the property to... (more...)

The most common method of financing real estate purchases in California (most other states use mortgages). The trust deed transfers the title to the property to a trustee -- often a title company -- who holds it as security for a loan. When the loan is paid off, the title is transferred to the borrower. The trustee will not become involved in the arrangement unless the borrower defaults on the loan. At that point, the trustee can sell the property and pay the lender from the proceeds.

SUMMARY PROBATE

A relatively simple probate proceeding available for 'small estates,' as that term is defined by state law. Every state's definition is different, and many are ... (more...)

A relatively simple probate proceeding available for 'small estates,' as that term is defined by state law. Every state's definition is different, and many are complicated, but a few examples include estates worth up to $100,000 in California; New York estates where property, excluding real estate and amounts that must be set aside for surviving family members, is worth $20,000 or less; and Texas estates where the value of property doesn't exceed what is needed to pay a family allowance and certain creditors.

PROBATE

The court process following a person's death that includes proving the authenticity of the deceased person's will appointing someone to handle the deceased pers... (more...)

The court process following a person's death that includes proving the authenticity of the deceased person's will appointing someone to handle the deceased person's affairs identifying and inventorying the deceased person's property paying debts and taxes identifying heirs, and distributing the deceased person's property according to the will or, if there is no will, according to state law. Formal court-supervised probate is a costly, time-consuming process -- a windfall for lawyers -- which is best avoided if possible.

SUCCESSOR TRUSTEE

The person or institution who takes over the management of trust property when the original trustee has died or become incapacitated.

SPECIAL ADMINISTRATOR

(1) In the law of wills and estates, a person appointed by the court to take charge of only a designated portion of an estate during probate. For example, a spe... (more...)

(1) In the law of wills and estates, a person appointed by the court to take charge of only a designated portion of an estate during probate. For example, a special administrator with particular expertise on art might be appointed to oversee the probate of a wealthy person's art collection, but not the entire estate. (2) A person appointed to be responsible for a deceased person's property for a limited time or during an emergency, such as a challenge to the will or to the qualifications of the named executor. In such cases, the special administrator's duty is to maintain and preserve the estate, not necessarily to take control of the probate process

QDOT TRUST

A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spo... (more...)

A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spouse. QDOT stands for qualified domestic trust.

MARITAL LIFE ESTATE TRUST

See AB trust.

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.

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Cherry Valley Estate Planning Lawyer, Massachusetts

Sponsored Law Firm

Botelho Law Group

SPONSORED LAWYERS

Matthew S. Rousseau

Michael R. Revelli

Maria L. DiPilato

Howard E. Stempler

Steven M. Rubin

Richard W. Dearborn

Erwin H. Miller

Neil S. Davis

TIPS

LEGAL TERMS

SPECIFIC BEQUEST

TRUST DEED

SUMMARY PROBATE

PROBATE

SUCCESSOR TRUSTEE

SPECIAL ADMINISTRATOR

QDOT TRUST

MARITAL LIFE ESTATE TRUST

HOLOGRAPHIC WILL

SAMPLE LEGAL CASES

Dwyer v. Dwyer

Shultz v. Shultz

Germain v. Girard

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