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Bristol County, MA Estate Planning Lawyers

Sponsored Law Firm


Includes: Gift Taxation

  SPONSORED LAWYERS

1-7 of 7 matches. Page 1 of 1  

James A. Donnelly

Wills & Probate, Estate Planning, Family Law, Child Support
Status:  In Good Standing           
CONTACT
275 Martine Street, Fall River, MA 02723
Profile LAWPOINTS™36/100
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Eliot Brais

Wills & Probate, Estate Planning, DUI-DWI, Insurance
Status:  In Good Standing           
CONTACT
9300 S Dadeland Blvd, North Attleboro, MA 02760
Profile LAWPOINTS™29/100
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Laurie Phillips Mullen

Estate Planning, Family Law, Criminal, Contract
Status:  In Good Standing           Licensed:  35 Years
CONTACT
1 Victoria Lane, Rehoboth, MA 02769
Profile LAWPOINTS™38/100
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Michael P. Costa

Personal Injury, DUI-DWI, Divorce, Estate Planning
Status:  In Good Standing           
CONTACT
1010 G.A.R. Highway, Swansea, MA 02777
Profile LAWPOINTS™27/100
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Michael Luey

Trusts, Gift Taxation
Status:  In Good Standing           Licensed:  56 Years
CONTACT
31 Middle Street, Fairhaven, MA 02719
Profile LAWPOINTS™19/100
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Michelle M. Gagne

Estate Planning, Divorce, Juvenile Law, Criminal
Status:  In Good Standing           
CONTACT
275 Martine St., Fall River, MA 02723
Profile LAWPOINTS™17/100
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Stephen A Lechter

Real Estate, Estate Planning, Family Law, Personal Injury
Status:  In Good Standing           Licensed:  49 Years
CONTACT
300 N Main St, Attleboro, MA 02703
Profile LAWPOINTS™36/100
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By submitting this lawyer request, I confirm I have read and agree to the Consent to Receive Messages from all messaging and voice technologies including Email, Text, Phone, Terms of Use, and Privacy Policy. Information provided is not privileged or confidential.

TIPS

Easily find Massachusetts Estate Planning Lawyers and Massachusetts Estate Planning Law Firms for your location. Narrow your Estate Planning attorney search for Massachusetts by major city or a specific Massachusetts city using the city list. Or search for Massachusetts Estate Planning attorneys by county. For more attorneys, search all Estate areas including Trusts, Wills & Probate and Power of Attorney attorneys.

LEGAL TERMS

PERSONAL PROPERTY

All property other than land and buildings attached to land. Cars, bank accounts, wages, securities, a small business, furniture, insurance policies, jewelry, p... (more...)
All property other than land and buildings attached to land. Cars, bank accounts, wages, securities, a small business, furniture, insurance policies, jewelry, patents, pets and season baseball tickets are all examples of personal property. Personal property may also be called personal effects, movable property, goods and chattel, and personalty. Compare real estate.

BANKRUPTCY ESTATE

All of the property you own when you file for bankruptcy, except for most pensions and educational trusts. The trustee technically takes control of your bankrup... (more...)
All of the property you own when you file for bankruptcy, except for most pensions and educational trusts. The trustee technically takes control of your bankruptcy estate for the duration of your case.

PROBATE COURT

A specialized court or division of a state trial court that considers only cases concerning the distribution of deceased persons' estate. Called 'surrogate cour... (more...)
A specialized court or division of a state trial court that considers only cases concerning the distribution of deceased persons' estate. Called 'surrogate court' in New York and several other states, this court normally examines the authenticity of a will -- or if a person dies intestate, figures out who receives her property under state law. It then oversees a procedure to pay the deceased person's debts and to distribute her assets to the proper inheritors. See probate.

SUCCESSOR TRUSTEE

The person or institution who takes over the management of trust property when the original trustee has died or become incapacitated.

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.

DEED OF TRUST

See trust deed.

GENERATION-SKIPPING TRUST

A trust designed to save on estate tax. The trust principal is preserved for the trust maker's grandchildren, with his or her children receiving only income fro... (more...)
A trust designed to save on estate tax. The trust principal is preserved for the trust maker's grandchildren, with his or her children receiving only income from the trust. Because the children (the middle generation) never legally own the property, it isn't subject to estate tax at their death. See generation-skipping transfer tax.

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.

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.

SAMPLE LEGAL CASES

Dwyer v. Dwyer

... 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. ...

Shultz v. Shultz

... 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. ...

Germain v. Girard

... 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 ...

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