Southbridge Estate Planning Lawyer, Massachusetts

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Joseph Botelho
About | Practice Areas
Botelho Law Group
901 Eastern Ave Suite 2 Fall River, MA 02723» view map
Estate Law
Fall River Lawyers

At the Botelho Law Group we have several attorneys, with different specializations; to help your case’s individual needs.

800-229-5331
1. Joseph Botelho Fall River, MA
  Attorney at Law- MA, 2000
  University of Massachusetts School of Law, J.D. 2000
2. AboutBotelho Law Group
  Fall River Lawyers
3. Practice AreasExpertise
  Bankruptcy & Debt Law
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Includes: Gift Taxation

Maria L. DiPilato

Family Law, Corporate, Business Organization, Estate Planning

Status: In Good Standing

CONTACT

Burnside Building, 339 Main Street, Worcester, MA 01608

Matthew S. Rousseau

Bankruptcy, Credit & Debt, Estate Planning, Real Estate

Status: In Good Standing

FREE CONSULTATION

CONTACT

255 Park Avenue, Worcester, MA 01609

Michael R. Revelli

Family Law, Wills & Probate, Elder Law, Estate Planning

Status: In Good Standing

CONTACT

446 Main Street, Worcester, MA 01608

Alyssa Naida Sweeney

General Practice

Status: In Good Standing Licensed: 8 Years

CONTACT

554 Main Street, Fiskdale, MA 01518

Alyssa N. Sweeney

Wills, Estate Planning, Elder Law

Status: In Good Standing Licensed: 8 Years

CONTACT

554 Main Street, Fiskdale, MA 01518

Arthur Stanton Wells

Estate Planning, Divorce, Civil Rights, Corporate, Accident & Injury

Status: In Good Standing Licensed: 25 Years

CONTACT

1093 Main Street, Holden, MA 01520

Bradley K. Eberly

Wills, Estate Planning, Elder Law

Status: In Good Standing Licensed: 12 Years

CONTACT

786 Charlton Street, Southbridge, MA 01550

Brenda Marie Rivard

Wills, Estate Planning, Elder Law, Civil & Human Rights

Status: In Good Standing Licensed: 25 Years

CONTACT

28 Arch Street, Douglas, MA 01516

Carol F. Barton

Estate Planning, Estate

Status: In Good Standing Licensed: 33 Years

CONTACT

30 Brentwood Drive, Shrewsbury, MA 01545

Christopher G Mehne

Trusts, Estate Planning, Elder Law, Business Successions

Status: In Good Standing Licensed: 47 Years

CONTACT

8 Wiltshire Drive, Shrewsbury, MA 01545

800-923-0641

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LEGAL TERMS

SELF-PROVING WILL

A will that is created in a way that allows a probate court to easily accept it as the true will of the person who has died. In most states, a will is self-prov... (more...)

A will that is created in a way that allows a probate court to easily accept it as the true will of the person who has died. In most states, a will is self-proving when two witnesses sign under penalty of perjury that they observed the willmaker sign it and that he told them it was his will. If no one contests the validity of the will, the probate court will accept the will without hearing the testimony of the witnesses or other evidence. To make a self-proving will in other states, the willmaker and one or more witnesses must sign an affidavit (sworn statement) before a notary public certifying that the will is genuine and that all willmaking formalities have been observed.

MARITAL LIFE ESTATE TRUST

See AB trust.

GRANTOR RETAINED INCOME TRUST

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for ... (more...)

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for a period of years. When the trust ends, the property goes to the final beneficiaries you've named. These trusts are for people who have enough wealth to feel comfortable giving away a substantial hunk of property. They come in three flavors: Grantor-Retained Annuity Trusts (GRATs), Grantor-Retained Unitrusts (GRUTs) and Grantor-Retained Income Trusts (GRITs).

TRUST DEED

The most common method of financing real estate purchases in California (most other states use mortgages). The trust deed transfers the title to the property to... (more...)

The most common method of financing real estate purchases in California (most other states use mortgages). The trust deed transfers the title to the property to a trustee -- often a title company -- who holds it as security for a loan. When the loan is paid off, the title is transferred to the borrower. The trustee will not become involved in the arrangement unless the borrower defaults on the loan. At that point, the trustee can sell the property and pay the lender from the proceeds.

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.

CURATOR

See conservator.

INTER VIVOS TRUST

The Latin name, favored by some lawyers, for a living trust. 'Inter vivos' is Latin for 'between the living.'

FAILURE OF ISSUE

A situation in which a person dies without children who could have inherited her property.

FINAL BENEFICIARY

The person or institution designated to receive trust property upon the death of a life beneficiary. For example, Jim creates a trust through which his wife Jan... (more...)

The person or institution designated to receive trust property upon the death of a life beneficiary. For example, Jim creates a trust through which his wife Jane receives income for the duration of her life. Their daughter, the final beneficiary, receives the trust principal after Jane's death.

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Southbridge Estate Planning Lawyer, Massachusetts

Sponsored Law Firm

Botelho Law Group

SPONSORED LAWYERS

Maria L. DiPilato

Matthew S. Rousseau

Michael R. Revelli

Alyssa Naida Sweeney

Alyssa N. Sweeney

Arthur Stanton Wells

Bradley K. Eberly

Brenda Marie Rivard

Carol F. Barton

Christopher G Mehne

TIPS

LEGAL TERMS

SELF-PROVING WILL

MARITAL LIFE ESTATE TRUST

GRANTOR RETAINED INCOME TRUST

TRUST DEED

EXEMPTION TRUST

CURATOR

INTER VIVOS TRUST

FAILURE OF ISSUE

FINAL BENEFICIARY

SAMPLE LEGAL CASES

Dwyer v. Dwyer

Shultz v. Shultz

Germain v. Girard

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