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Fegreus & Broderick

Fegreus & Broderick

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    • Michael Broderick
    • Edward Fegreus
    • Sydney Blomstrom
    • Tatiana Barsukova
    • Join Us
  • Contact Us

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None of these materials is offered, nor should be construed, as legal advice. Communication of information by or through this web site and your receipt or use of such information is not intended to create an attorney-client relationship with Fegreus & Broderick, LLP or any of the firm’s attorneys. The creation of the attorney-client relationship requires direct, personal contact between you and our firm through one or more attorneys and an explicit agreement by the firm that confirms that an attorney-client relationship is established and the terms of that relationship. You should not act or rely upon information contained in these materials without specifically seeking professional legal advice.

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Fegreus & Broderick, LLP

21 Custom House Street, Suite 480
Boston, Massachusetts 02110
t: (617) 737-9100 | f: (617) 737-9123
info@fegreuslaw.com

At least once a month, we get a call from a prospe At least once a month, we get a call from a prospective client or question from an existing client about purchasing a family home from a trust or estate for a price far below the fair market value.

The answer is always the same: you cannot do it. This is a breach of a P.R. or Trustee’s fiduciary duty. That is not to say a P.R. or Trustee cannot be the purchaser: there are tried and true methods to purchase from the trust or estate that protect the beneficiaries, the fiduciary and anyone else with an interest in the estate. But it must be done properly.
As wealth transfers from one generation to the nex As wealth transfers from one generation to the next, proper planning becomes increasingly important.

With Baby Boomers passing down significant assets to their children, the way those assets are titled and transferred can have major legal, tax, and estate planning implications.

Fegreus & Broderick, LLP helps families navigate generational wealth transfers thoughtfully and efficiently to help protect long-term goals and avoid unnecessary complications.
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