Holden Trusts 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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Michael D. Gorman

Trusts, Elder Law, Insurance, Bankruptcy

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CONTACT

800 Main Street, Holden, MA 01520

Nicholas G. Kaltsas

Immigration, Trusts, Elder Law, Civil & Human Rights

Status: Licensed: 38 Years

CONTACT

13 Tideswell Lane, Worcester, MA 01609

Kelly Marie Caputo

Trusts, Estate

Status: Licensed: 13 Years

CONTACT

268 Maple Ave, Rutland, MA 01543

Nicole Reeves Lavallee

Landlord-Tenant, Social Security, Trusts, Elder Law

Status: Licensed: 24 Years

CONTACT

233 May Street, Worcester, MA 01602

Richard M. Kalinowski

Real Estate, Litigation, Trusts, Estate, Business

Status:

CONTACT

35 Harvard Street, Worcester, MA 01609

Peter Duffy

Litigation, Trusts

Status: Licensed: 32 Years

CONTACT

36 Elm Street, Worcester, MA 01609

Katherine R. Dorval

Estate Administration, Trusts, Estate Planning, Business

Status:

CONTACT

311 Main Street, Worcester, MA 01615

Sherri A. Sacks-Martin

Immigration, Trusts, Criminal, Bankruptcy & Debt

Status:

CONTACT

446 Main Street, Worcester, MA 01608

Elizabeth K. Halloran

Trusts, Family Law, DUI-DWI, Personal Injury

Status: Licensed: 13 Years

CONTACT

1 Mercantile Street, Worcester, MA 01608

800-814-6700

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LEGAL TERMS

SPRINKLING TRUST

A trust that gives the person managing it (the trustee) the discretion to disburse its funds among the beneficiaries in any way he or she sees fit.

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.

ADMINISTRATION (OF AN ESTATE)

The court-supervised distribution of the probate estate of a deceased person. If there is a will that names an executor, that person manages the distribution. I... (more...)

The court-supervised distribution of the probate estate of a deceased person. If there is a will that names an executor, that person manages the distribution. If not, the court appoints someone, who is generally known as the administrator. In some states, the person is called the 'personal representative' in either instance.

GRANTOR RETAINED INCOME TRUST

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for ... (more...)

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for a period of years. When the trust ends, the property goes to the final beneficiaries you've named. These trusts are for people who have enough wealth to feel comfortable giving away a substantial hunk of property. They come in three flavors: Grantor-Retained Annuity Trusts (GRATs), Grantor-Retained Unitrusts (GRUTs) and Grantor-Retained Income Trusts (GRITs).

LETTERS TESTAMENTARY

The document given to an executor by the probate court, authorizing the executor to settle the estate according to either a will or the state's intestate succes... (more...)

The document given to an executor by the probate court, authorizing the executor to settle the estate according to either a will or the state's intestate succession laws.

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.

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.

IRREVOCABLE TRUST

A permanent trust. Once you create it, it cannot be revoked, amended or changed in any way.

STATUTORY SHARE

The portion of a deceased person's estate that a spouse is entitled to claim under state law. The statutory share is usually one-third or one-half of the deceas... (more...)

The portion of a deceased person's estate that a spouse is entitled to claim under state law. The statutory share is usually one-third or one-half of the deceased spouse's property, but in some states the exact amount of the spouse's share depends on whether or not the couple has young children and, in a few states, on how long the couple was married. In most states, if the deceased spouse left a will, the surviving spouse must choose either what the will provides or the statutory share. Sometimes the statutory share is known by its more arcane legal name, dower and curtesy, or as a forced or elective share.

SAMPLE LEGAL CASES

O'CONNOR v. Redstone

... Michael). The plaintiffs are Michael and the current trustees of three trusts that once held shares in NAI for the benefit of Sumner's and Edward's children. ... individually. Edward denied that any such oral trusts had been established. [8]. ...

BINDMAN v. Parker

... Trustees of two qualified personal residence trusts (QPRTs) commenced these actions in the Probate and Family Court, seeking reformation of the trusts to correct drafting errors that they claimed frustrated the settlors' intent to reduce their estate and gift tax liabilities. ...

Fierst v. Laird

... Deborah L. Anderson & Sarah T. Connolly for the plaintiffs. The trustees of three related trusts commenced this action in the county court requesting a declaration that the trusts contain certain scrivener's errors. They also request reformation of the trusts. ...

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Holden Trusts Lawyer, Massachusetts

Sponsored Law Firm

Botelho Law Group

SPONSORED LAWYERS

Michael D. Gorman

Nicholas G. Kaltsas

Kelly Marie Caputo

Nicole Reeves Lavallee

Richard M. Kalinowski

Peter Duffy

Katherine R. Dorval

Sherri A. Sacks-Martin

Elizabeth K. Halloran

TIPS

LEGAL TERMS

SPRINKLING TRUST

QDOT TRUST

ADMINISTRATION (OF AN ESTATE)

GRANTOR RETAINED INCOME TRUST

LETTERS TESTAMENTARY

SPECIFIC BEQUEST

DOWER AND CURTESY

IRREVOCABLE TRUST

STATUTORY SHARE

SAMPLE LEGAL CASES

O'CONNOR v. Redstone

BINDMAN v. Parker

Fierst v. Laird

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