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Fegreus & Broderick

Fegreus & Broderick

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  • Services
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    • Michael Broderick
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    • Tatiana Barsukova
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Author: Michael Broderick

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Probate and Estates
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Estate Administration
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Personal Representatives
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Formal Probate
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Drafting a Will
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Attorney-Client Privilege & Estates

What Can the Drafting Attorney Reveal?

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Death and Leases

Personal Representatives and Ongoing Contractual Obligations of the Decedent

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Insolvent Estates

When the estate's assets are insufficient to pay debts

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Who Gets the Real Estate Sale Proceeds?

Distribution of sale proceeds by a Personal Representative

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Compensation of Personal Representatives

When and How Much Personal Representatives May Charge

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What If There’s No Will?

The Laws of Intestate Succession in Massachusetts

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Creditors and the Massachusetts Uniform Probate Code

How Creditors Can Protect Their Rights Under The MUPC

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No-Contest Clauses

The Purpose and Effect of In Terrorem Clauses in Massachusetts Wills

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Will Contests in Massachusetts

Discussing Will Contests in Massachusetts, Including How, When and By Whom Contests may be Initiated

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Inheriting Registered Land

Discussing Probate Court and Land Court procedures involved in clearing title to registered land left to heirs or will beneficiaries

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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

An estate plan is only as strong as the foresight An estate plan is only as strong as the foresight behind it.

Attorneys with litigation experience are often better equipped to identify potential issues, spot red flags, and anticipate disputes before they arise. Without that perspective, important details can be overlooked.

Fegreus & Broderick, LLP combines planning and litigation insight to help ensure estate plans are thorough, resilient, and prepared for the unexpected.
Jointly held property, including financial account Jointly held property, including financial accounts, are classic non-probate assets which transfer to a surviving joint tenant by law and therefore avoid probate. Except when they don’t. 

As the Appeals Court confirmed in a recent decision, accounts held jointly “for convenience only” are, in fact, part of the probate estate and not a transfer to the surviving joint owner. “For convenience only” would be, for instance, where an elderly account holder authorizes a child to be a joint owner for the purpose of aiding in paying monthly bills, etc. 

However, the burden of proof is upon the P.R. of the deceased account owner’s estate to show that the joint ownership was intended for convenience only, thereby bringing the account into the probate estate.
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