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Fegreus & Broderick

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Earlier Posts

The Ethics of Being a Personal Representative

Settling An Estate With Fairness

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Living Trust Basics

What a Living Trust Can, and Cannot, Do for You and Your Family 

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What If There Is No Will?

What to expect from the estate of a family member who did not have a Will.

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Can I Sell The House Out Of The Estate?

While many people feel an emotional attachment to a childhood home or family vacation property, most heirs prefer to sell following the death of a […]
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Life Estate Update

A recent Appeals Court case reminds lawyers that even the simplest estate planning techniques require a thorough understanding. In Linda Dell’Olio, et al. v. Assistant […]
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The Massachusetts Pet Trust

A pet trust is an arrangement allowing a pet owner to provide financially for the care of an animal in the event of the owner’s […]
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The Health Care Proxy: A Basic Overview

Understanding How a Health Care Proxy Can Protect You

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How Is My Property Divided?

By Representation v. Per Capita Distribution

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IRS Amnesty for Estate Tax Portability

It's Not Too Late for Large Estate Tax Savings

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Avoid the DIY Estate Plan

The cautionary tale of Roth v. Newpol

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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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