Worcester 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

Robin Gorenberg

Wills & Probate, Estate Planning

Status: In Good Standing

FREE CONSULTATION

CONTACT

289 Great Road, Acton, MA 01720

Francis C Burke

Real Estate, Trusts, Estate Planning, Personal Injury

Status: In Good Standing

CONTACT

77 High St, Clinton, MA 01510

Kevin G. Diamond

Gift Taxation, Estate Administration, Guardianships & Conservatorships, Power of Attorney

Status: In Good Standing

FREE CONSULTATION

CONTACT

841 Washington Street, Holliston, MA 01746

Courtney E. Ziegler

Condominiums, Construction, Estate Planning, Corporate, Banking & Finance

Status: In Good Standing

FREE CONSULTATION

CONTACT

14 Winthrop St, Marlborough, MA 01752

Maryjo A. Hart

Family Law, Wills & Probate, Estate Planning, Litigation

Status: In Good Standing

FREE CONSULTATION

CONTACT

189 Main Street, Marlborough, MA 01752

Maria L. DiPilato

Family Law, Corporate, Business Organization, Estate Planning

Status: In Good Standing

CONTACT

Burnside Building, 339 Main Street, Worcester, MA 01608

Michael R. Revelli

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

Status: In Good Standing

CONTACT

446 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

Richard H. Alpert

General Practice

Status: Inactive Licensed: 52 Years

CONTACT

25 Jackson Dr, Acton, MA 01720

Richard Alpert

General Practice

Status: Inactive Licensed: 52 Years

CONTACT

25 Jackson Dr, Acton, MA 01720

800-923-0641

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LEGAL TERMS

FUNDING A TRUST

Transferring ownership of property to a trust.

PROPERTY CONTROL TRUST

Any trust that imposes limits or controls over the rights of trust beneficiaries. These trusts include (1) special needs trusts designed to assist people who ha... (more...)

Any trust that imposes limits or controls over the rights of trust beneficiaries. These trusts include (1) special needs trusts designed to assist people who have special physical, emotional or other requirements, (2) spendthrift trusts designed to prevent a beneficiary from wasting the trust principal; and (3) sprinkling trusts that allow the trustee to decide how to distribute trust income or principal among the beneficiaries.

DISTRIBUTEE

(1) Anyone who receives something. Usually, the term refers to someone who inherits a deceased person's property. If the deceased person dies without a will (ca... (more...)

(1) Anyone who receives something. Usually, the term refers to someone who inherits a deceased person's property. If the deceased person dies without a will (called intestate), state law determines what each distributee will receive. Also called a beneficiary.

QDOT TRUST

A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spo... (more...)

A trust used to postpone estate tax when more than the amount of the personal federal estate tax exemption is left to a non-U.S. citizen spouse by the other spouse. QDOT stands for qualified domestic trust.

PER STIRPES

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living children of his or her own. F... (more...)

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living children of his or her own. For example, Fred leaves his house jointly to his son Alan and his daughter Julie. But Alan dies before Fred, leaving two young children. If Fred's will states that heirs of a deceased beneficiary are to receive the property 'per stirpes,' Julie will receive one-half of the property, and Alan's two children will share his half in equal shares (through Alan by right of representation). If, on the other hand, Fred's will states that the property is to be divided per capita, Julie and the two grandchildren will each take a third.

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.

CERTIFIED COPY

A copy of a document issued by a court or government agency guaranteed to be a true and exact copy of the original. Many agencies and institutions require certi... (more...)

A copy of a document issued by a court or government agency guaranteed to be a true and exact copy of the original. Many agencies and institutions require certified copies of legal documents before permitting certain transactions. For example, a certified copy of a death certificate is required before a bank will release the funds in a deceased person's payable-on-death account to the person who has inherited them.

ALTERNATE BENEFICIARY

A person, organization or institution that receives property through a will, trust or insurance policy when the first named beneficiary is unable or refuses to ... (more...)

A person, organization or institution that receives property through a will, trust or insurance policy when the first named beneficiary is unable or refuses to take the property. For example, in his will Jake leaves his collection of sheet music to his daughter, Mia, and names the local symphony as alternate beneficiary. When Jake dies, Mia decides that the symphony can make better use of the sheet music than she can, so she refuses (disclaims) the gift, and the manuscripts pass directly to the symphony. In insurance law, the alternate beneficiary, usually the person who receives the insurance proceeds because the initial or primary beneficiary has died, is called the secondary or contingent beneficiary.

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Worcester Estate Planning Lawyer, Massachusetts

Sponsored Law Firm

Botelho Law Group

SPONSORED LAWYERS

Robin Gorenberg

Francis C Burke

Kevin G. Diamond

Courtney E. Ziegler

Maryjo A. Hart

Maria L. DiPilato

Michael R. Revelli

Matthew S. Rousseau

Richard H. Alpert

Richard Alpert

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LEGAL TERMS

FUNDING A TRUST

PROPERTY CONTROL TRUST

DISTRIBUTEE

QDOT TRUST

PER STIRPES

TRUST DEED

EXEMPTION TRUST

CERTIFIED COPY

ALTERNATE BENEFICIARY

SAMPLE LEGAL CASES

Dwyer v. Dwyer

Shultz v. Shultz

Germain v. Girard

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