Charlton Trusts 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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James Duffy

Complex Litigation, Trusts, Estate, Contract, Products Liability

Status: In Good Standing Licensed: 9 Years

CONTACT

12 Ashcroft Street, Auburn, MA 01501

Alicia M. O'Connell

Real Estate, Trusts, Estate, Criminal

Status: In Good Standing Licensed: 16 Years

CONTACT

425 Pakachoag Street, Auburn, MA 01501

Nicole Reeves Lavallee

Landlord-Tenant, Social Security, Trusts, Elder Law

Status: In Good Standing Licensed: 23 Years

CONTACT

233 May Street, Worcester, MA 01602

Sherri A. Sacks-Martin

Immigration, Trusts, Criminal, Bankruptcy & Debt

Status: In Good Standing

CONTACT

446 Main Street, Worcester, MA 01608

Peter Duffy

Litigation, Trusts

Status: In Good Standing Licensed: 31 Years

CONTACT

36 Elm Street, Worcester, MA 01609

Elizabeth K. Halloran

Trusts, Family Law, DUI-DWI, Personal Injury

Status: In Good Standing Licensed: 12 Years

CONTACT

1 Mercantile Street, Worcester, MA 01608

Katherine R. Dorval

Estate Administration, Trusts, Estate Planning, Business

Status: In Good Standing

CONTACT

311 Main Street, Worcester, MA 01615

Richard M. Kalinowski

Real Estate, Litigation, Trusts, Estate, Business

Status: In Good Standing

CONTACT

35 Harvard Street, Worcester, MA 01609

800-923-0641

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LEGAL TERMS

ENTITY

An organization, institution or being that has its own existence for legal or tax purposes. An entity is often an organization with an existence separate from i... (more...)

An organization, institution or being that has its own existence for legal or tax purposes. An entity is often an organization with an existence separate from its individual members--for example, a corporation, partnership, trust, estate or government agency. The entity is treated like a person; it can function legally, be sued, and make decisions through agents.

FUNDING A TRUST

Transferring ownership of property to a trust.

SURVIVING SPOUSE'S TRUST

If a couple has created an AB trust, the revocable living trust (Trust B) of the surviving spouse, after the first spouse has died.

RESIDUARY ESTATE

The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court c... (more...)

The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court costs are paid. The residuary estate also includes any gifts under a will that fail or lapse. For example, Connie's will leaves her house and all its furnishings to Andrew, her VW bug to her friend Carl, and the remainder of her property (the residuary estate) to her sister Sara. She doesn't name any alternate beneficiaries. Carl dies before Connie. The VW bug becomes part of the residuary estate and passes to Sara, along with all of Connie's property other than the house and furnishings. Also called the residual estate or residue.

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.

HEIR APPARENT

One who expects to be receive property from the estate of a family member, as long as she outlives that person.

AB TRUST

A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of... (more...)

A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of the property goes to the beneficiaries named in the trust -- commonly, the grown children of the couple -- with the crucial condition that the surviving spouse has the right to use the property for life and is entitled to any income it generates. The surviving spouse may even be allowed to spend principal in certain circumstances. When the surviving spouse dies, the property passes to the trust beneficiaries. It is not considered part of the second spouse's estate for estate tax purposes. Using this kind of trust keeps the second spouse's taxable estate half the size it would be if the property were left directly to the spouse. This type of trust is also known as a bypass or credit shelter trust.

LIFE BENEFICIARY

A person who receives benefits, under a trust or by will, for his or her lifetime. For an example, see AB trust.

INTER VIVOS TRUST

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

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 Trusts Lawyer, Massachusetts

Sponsored Law Firm

Botelho Law Group

SPONSORED LAWYERS

James Duffy

Alicia M. O'Connell

Nicole Reeves Lavallee

Sherri A. Sacks-Martin

Peter Duffy

Elizabeth K. Halloran

Katherine R. Dorval

Richard M. Kalinowski

TIPS

LEGAL TERMS

ENTITY

FUNDING A TRUST

SURVIVING SPOUSE'S TRUST

RESIDUARY ESTATE

WILL

HEIR APPARENT

AB TRUST

LIFE BENEFICIARY

INTER VIVOS TRUST

SAMPLE LEGAL CASES

O'CONNOR v. Redstone

BINDMAN v. Parker

Fierst v. Laird

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