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Fegreus & Broderick

Fegreus & Broderick

  • Services
    • Estate Planning
    • Probate and Estate Admin
    • Trustee Services
    • Litigation
    • Real Estate
  • The Firm
    • Michael Broderick
    • Edward Fegreus
    • Sydney Blomstrom
    • Tatiana Barsukova
  • Contact Us
  • Services
    • Estate Planning
    • Probate and Estate Admin
    • Trustee Services
    • Litigation
    • Real Estate
  • The Firm
    • Michael Broderick
    • Edward Fegreus
    • Sydney Blomstrom
    • Tatiana Barsukova
  • Contact Us

Trust, Estate, and Real Estate Litigation

We represent clients in all manner of disputes over property in the Massachusetts Superior Court, Probate Court and Land Court. Whether our clients are contesting a Will or a Trust, challenging a Personal Representative (“P.R.”) or Trustee, defending their position as P.R. or Trustee, or fighting over the division of interests in property (including, most often, real estate), we pride ourselves on prioritizing common-sense, practical solutions while also preparing to take our cases to trial if needed. Typical litigation matters include petitions for partition of real estate, creditor claims, actions for and objections to P.R. and Trustee accounts, business succession disputes, and will contests.

Our Services

Estate Planning

There is more to an estate plan than just a Will. Read more about our comprehensive approach here.

More About Estate Planning

Probate and Administration of Estates

Serving as Personal Representative of an estate can be tricky. Read more about how we guide our clients through an estate from start to finish here.

More About Estate Administration

Our Services

Trustee Services

Trusts come in all shapes and sizes, and serving as a Trustee is always unique to a particular trust. Read more about how we assist Trustees here.

More About Trustee Services

Trust, Estate and Real Estate Litigation

Disputes can be difficult. Whether clients are looking for creative solutions to save on litigation costs or are determined to go to trial, we can help.

More About Litigation

Real Estate Conveyancing

We offer conveyancing (purchase and sale) services to existing clients and referral partners. Read more here.

More About Conveyancing

Trustee Services

Trusts come in all shapes and sizes, and serving as a Trustee is always unique to a particular trust. Read more about how we assist Trustees here.

More About Trustee Services

Trust, Estate and Real Estate Litigation

Disputes can be difficult. Whether clients are looking for creative solutions to save on litigation costs or are determined to go to trial, we can help.

More About Litigation

Real Estate Conveyancing

We offer conveyancing (purchase and sale) services to existing clients and referral partners. Read more here.

More About Conveyance
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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

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.
Many people still pass away without an estate plan Many people still pass away without an estate plan, leaving important questions for their families. Who takes control? What happens next? Who receives what?

Without a plan, state intestacy laws step in with a one-size-fits-all approach that may not reflect your wishes or your family’s needs.

Fegreus & Broderick, LLP helps clients plan ahead and choose the right Personal Representative to ensure their estate is handled the way they intend.
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