Douglas Trusts Lawyer, Massachusetts

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S. Robert Fish

Wills & Probate, Wills, Trusts, Estate Planning
Status:  In Good Standing           

Alicia M. O'Connell

Real Estate, Trusts, Estate, Criminal
Status:  In Good Standing           Licensed:  16 Years

James Duffy

Complex Litigation, Trusts, Estate, Contract, Products Liability
Status:  In Good Standing           Licensed:  9 Years

Kevin D. Quinlan

Lawsuit & Dispute, Trusts, Criminal
Status:  In Good Standing           Licensed:  19 Years

Elena Tsizer

Trusts, Estate, Divorce & Family Law, Bankruptcy & Debt
Status:  In Good Standing           

Merek S. Rubin

Estate Planning, Wills & Probate, Trusts, Estate Planning, Estate
Status:  In Good Standing           

Elena Tsizer

Wills, Trusts, Divorce, Bankruptcy & Debt
Status:  In Good Standing           

Jay J. Lander

Wills, Wills & Probate, Trusts, Business Organization
Status:  In Good Standing           Licensed:  62 Years

Karen M. Dexter

Civil Rights, Trusts, Administrative Law, Employment, Estate
Status:  In Good Standing           Licensed:  9 Years

Jennifer Darcy Taddeo

International Tax, Trusts, Estate Planning, Business & Trade
Status:  In Good Standing           

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LEGAL TERMS

EXEMPTION TRUST

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth m... (more...)
A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth more than that amount, it usually goes to the surviving spouse. The trust property passes free from estate tax because of the personal exemption, and the rest is shielded from tax under the surviving spouse's marital deduction.

GRANTOR

Someone who creates a trust. Also called a trustor or settlor.

SECONDARY MEANING

In trademark law, a mark that is not inherently distinctive becomes protected after developing a 'secondary meaning': great public recognition through long use ... (more...)
In trademark law, a mark that is not inherently distinctive becomes protected after developing a 'secondary meaning': great public recognition through long use and exposure in the marketplace. For example, though first names are not generally considered inherently distinctive, Ben & Jerry's Ice Cream has become so well known that it is now entitled to maximum trademark protection.

SWEARING MATCH

A case that turns on the word of one witness versus another. The outcome of a swearing match usually depends on whom the jury finds most trustworthy.

NET ESTATE

The value of all property owned at death less liabilities or debts.

CHARITABLE TRUST

Any trust designed to make a substantial gift to a charity and also achieve income and estate tax savings for the person who creates the trust (the grantor).

WARRANTY DEED

A seldom-used type of deed that contains express assurances about the legal validity of the title being transferred.

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using... (more...)
A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using a simple form that names a person to receive the property after the owner's death. Every state but Texas has adopted the statute.

ENDOWMENT INSURANCE

Provides that an insured person who lives for the specified endowment period receives the face value of the insurance policy--that is, the amount paid at death.... (more...)
Provides that an insured person who lives for the specified endowment period receives the face value of the insurance policy--that is, the amount paid at death. If the policy-holder dies sooner, the beneficiary named in the policy receives the proceeds.

SAMPLE LEGAL CASES

O'CONNOR v. Redstone

... Michael). The plaintiffs are Michael and the current trustees of three trusts that once held shares in NAI for the benefit of Sumner's and Edward's children. ... individually. Edward denied that any such oral trusts had been established. [8]. ...

BINDMAN v. Parker

... Trustees of two qualified personal residence trusts (QPRTs) commenced these actions in the Probate and Family Court, seeking reformation of the trusts to correct drafting errors that they claimed frustrated the settlors' intent to reduce their estate and gift tax liabilities. ...

Fierst v. Laird

... Deborah L. Anderson & Sarah T. Connolly for the plaintiffs. The trustees of three related trusts commenced this action in the county court requesting a declaration that the trusts contain certain scrivener's errors. They also request reformation of the trusts. ...