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Sample MA Estate Planning Cases
... trust. She alleges that, because of drafting errors, the trust as written fails to give effect
to one of the donor's principal estate planning goals, that is, to transfer his property
to his family while minimizing adverse tax consequences. ...
... Hanna and Lucas are the minor children of Arnon. Jean and Samson retained attorney Judah
Rubin to implement an estate plan that would achieve their estate planning goals, one of
which was the minimization of Federal and State estate taxes. ...
... the lawsuit. Alan conducted all communications with Bowditch & Dewey concerning
George's estate plan, initially with Fenton and later with Attorney Maryjo Hart (who
prepared the estate planning documents). On November ...
... $1.7 million. Peck explained that, if he had been informed of the actual size of the
decedent's estate, he would have drafted a much more sophisticated estate planning
document that would have qualified as a CRAT. The plaintiff ...
... Several years before her death, on January 29, 2002, Georgenia [4] executed various estate
planning documents, including a last will and testament (will) and the Georgenia M. Hatch Living
Trust (trust). The will designated the trust as the sole devisee of Georgenia's estate. ...
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