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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

The Firm

Our approach to serving our clients is to provide thoughtful, responsive, and reliable legal representation on all matters, big and small, in the fields of trusts and estates and real estate. We work at your pace to accomplish your goals in a transparent and common-sense fashion.

Our Team of Lawyers

Edward Fegreus

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Michael Broderick

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Sydney Blomstrom

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Tatiana Barsukova

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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

And to be safe, for fear the beneficiaries will st And to be safe, for fear the beneficiaries will still be able to upset our best efforts to protect them from themselves, we can include in the trusts we create a “spendthrift clause” which says, in effect, the beneficiaries cannot sell their interest in the trust, and so long as the Trustee continues to hold the assets, the beneficiaries’ shares are beyond the reach of their creditors, in whole or in part depending on how the trust is written. 

In other words, the beneficiary is not able to assign their right to trust property in exchange for chips at the casino or the new Porsche 911. 

Thinking about creating a trust for a beloved spendthrift in your life? We would be glad to chat.
A disclaimer is a refusal to accept property befor A disclaimer is a refusal to accept property before it is received. Generally, when one disclaims property, one is treated as having predeceased the person who has passed and the property then passes to the next person or people in line to receive it per the law, estate plan, etc. 

Disclaimers can be effective tools for minimizing or avoiding taxes, fixing errors in estate plans, and redistributing gifts to more appropriate beneficiaries. However, they can be complicated. 

Disclaimers must be perfected within nine months of title passing and meet strict state and federal requirements. Among those is the requirement that the disclaimer be unequivocal and irrevocable (no take-backs), and the initial recipient must not have benefited from the property disclaimed prior to disclaimer. 

Lastly, the initial recipient cannot disclaim property if insolvent or for the purpose of defeating a creditor who has an interest in the recipient’s property pursuant to a judicial process (i.e. a pending lawsuit).
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