Charlton City Trusts Lawyer, Massachusetts, page 2

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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
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Richard M. Kalinowski

Real Estate, Litigation, Trusts, Estate, Business

Status: In Good Standing

CONTACT

35 Harvard Street, Worcester, MA 01609

Kelly Marie Caputo

Trusts, Estate

Status: In Good Standing Licensed: 12 Years

CONTACT

268 Maple Ave, Rutland, MA 01543

Kelly Marie Caputo

Trusts, Estate

Status: In Good Standing Licensed: 12 Years

CONTACT

268 Maple Ave, Rutland, MA 01543

Kevin D. Quinlan

Lawsuit & Dispute, Trusts, Criminal

Status: In Good Standing Licensed: 19 Years

CONTACT

168 Walnut Street, Douglas, MA 01516

Michael D. Gorman

Trusts, Elder Law, Insurance, Bankruptcy

Status: In Good Standing

CONTACT

800 Main Street, Holden, MA 01520

Christopher G Mehne

Trusts, Estate Planning, Elder Law, Business Successions

Status: In Good Standing Licensed: 47 Years

CONTACT

8 Wiltshire Drive, Shrewsbury, MA 01545

Richard John Gabriel

Dispute Resolution, Estate, Trusts, Commercial Real Estate

Status: In Good Standing Licensed: 53 Years

CONTACT

108 Clubhouse Lane, Northbridge, MA 01534

Kristine Potter Romano

Trusts, Estate Planning, Estate, Guardianships & Conservatorships, Elder Law

Status: In Good Standing

CONTACT

300 W. Main Street, Northborough, MA 01532

Catherine Isabell Rajwani

Litigation, Intellectual Property, Immigration, Trusts

Status: In Good Standing Licensed: 23 Years

CONTACT

96 W Main St, Northborough, MA 01532

David L. Taylor

Estate, Trusts, Non-profit

Status: In Good Standing

CONTACT

141 Kendall Hill Road, Sterling, MA 01564

800-923-0641

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LEGAL TERMS

FAMILY ALLOWANCE

A certain amount of a deceased person's money to which immediate family members are entitled at the beginning of the probate process. The allowance is meant to ... (more...)

A certain amount of a deceased person's money to which immediate family members are entitled at the beginning of the probate process. The allowance is meant to help support the surviving spouse and children during the time it takes to probate the estate. The amount is determined by state law and varies greatly from state to state.

WILL

A document in which you specify what is to be done with your property when you die and name your executor. You can also use your will to name a guardian for you... (more...)

A document in which you specify what is to be done with your property when you die and name your executor. You can also use your will to name a guardian for your young children.

PROBATE

The court process following a person's death that includes proving the authenticity of the deceased person's will appointing someone to handle the deceased pers... (more...)

The court process following a person's death that includes proving the authenticity of the deceased person's will appointing someone to handle the deceased person's affairs identifying and inventorying the deceased person's property paying debts and taxes identifying heirs, and distributing the deceased person's property according to the will or, if there is no will, according to state law. Formal court-supervised probate is a costly, time-consuming process -- a windfall for lawyers -- which is best avoided if possible.

IRREVOCABLE TRUST

A permanent trust. Once you create it, it cannot be revoked, amended or changed in any way.

ABSTRACT OF TRUST

A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract... (more...)

A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract of trust to a financial organization or other institution to prove that you have established a valid living trust, without revealing specifics that you want to keep private. In some states, this document is called a 'certification of trust.'

SURROGATE COURT

See probate court.

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.

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.

GROSS ESTATE

For federal estate tax filing purposes, the total of all property owned at death, without regard to any debts or liens against the property or the costs of prob... (more...)

For federal estate tax filing purposes, the total of all property owned at death, without regard to any debts or liens against the property or the costs of probate. Taxes are due only on the value of the property the person actually owned (the net estate) plus the amount of any taxable gifts made during life. In a few states, the gross estate is used when computing attorney fees for probating estates; the lawyer gets a percentage of the gross estate.

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. ...

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Charlton City Trusts Lawyer, Massachusetts, page 2

Sponsored Law Firm

Botelho Law Group

SPONSORED LAWYERS

Richard M. Kalinowski

Kelly Marie Caputo

Kelly Marie Caputo

Kevin D. Quinlan

Michael D. Gorman

Christopher G Mehne

Richard John Gabriel

Kristine Potter Romano

Catherine Isabell Rajwani

David L. Taylor

TIPS

LEGAL TERMS

FAMILY ALLOWANCE

WILL

PROBATE

IRREVOCABLE TRUST

ABSTRACT OF TRUST

SURROGATE COURT

PER STIRPES

EXEMPTION TRUST

GROSS ESTATE

SAMPLE LEGAL CASES

O'CONNOR v. Redstone

BINDMAN v. Parker

Fierst v. Laird

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