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Fegreus & Broderick

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Earlier Posts
Later Posts

Avoid the DIY Estate Plan

The cautionary tale of Roth v. Newpol

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Estate Taxes: The Marital Deduction

The Basics of Transfers Between Spouses

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A Mother’s Power of Appointment

What your mother giveth your mother may taketh away. 

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Testamentary Capacity

A primer on the mental status required to execute a Will and how to prepare to avoid a Will contest. 

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Special Needs Trust Update

The Importance of "the Individual."

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Massachusetts Power of Attorney

Not Powerless

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Recent MassHealth Planning Cases

Two recent cases illustrate how assets held in an irrevocable trust may render an applicant ineligible for MassHealth

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Prince Apparently Left No Will or Plan

The Consequences and Next Steps for the Iconic Artist's Estate

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Probate v. Non-Probate Assets and Probate Avoidance

What do we mean when we talk about the "estate"?

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Digital Asset Planning

Protecting your online identity and legacy.

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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

When a person dies without a will, state law—not p When a person dies without a will, state law—not personal preference—determines how the probate estate is distributed.

Depending on the surviving family members, a spouse may receive all or part of the estate, with remaining assets divided according to a statutory formula.

Understanding intestate succession highlights the importance of planning. If you have questions, we are here to help.
Now, it is often the case that a pro se P.R. or Tr Now, it is often the case that a pro se P.R. or Trustee can administer an estate or trust without ever setting foot in court. 

If all goes according to plan without objection, then the P.R. or Trustee will not need a lawyer. However, if any matters are contested before a Court, or if the P.R. or Trustee is sued or must file suit, then the P.R. or Trustee must bear the burden of engaging counsel. 

As a practical matter, the estate or trust will be much better off with the benefit of counsel navigating the world of litigation in particular.
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