Sturbridge Estate Lawyer, Massachusetts

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Simon Mann
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Mann Law Firm, P.C.
200 Highland Ave, Suite 300 Needham Heights, MA 02494Â» view map
Trusts & Estates
Quality and Effective Legal Representation

At Mann Law Firm, P.C., we encourage our clients of all ages to think about having a living will and a will for after they've passed.

800-811-9561
1. Simon Mann - Framingham, MA Attorney At Law - MA, 2006
  Suffolk, J.D. - 2005
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Richard J. Rafferty

Real Estate, Litigation, Estate Planning, Family Law

Status: In Good Standing

FREE CONSULTATION

CONTACT

19 Norwich Street, Worcester, MA 01608

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

Frederic L. Dupre

Real Estate, Estate, Business

Status: In Good Standing Licensed: 58 Years

CONTACT

11 Robertson Road, Auburn, MA 01501

Alicia M. O'Connell

Real Estate, Trusts, Estate, Criminal

Status: In Good Standing Licensed: 12 Years

CONTACT

425 Pakachoag Street, Auburn, MA 01501

David Paul Cortese

Criminal, Estate, Traffic, Felony

Status: In Good Standing Licensed: 9 Years

CONTACT

426 Pakachoag Street, Auburn, MA 01501

Philip D. O'Connell

Government, Estate, Criminal, Bankruptcy & Debt

Status: In Good Standing Licensed: 48 Years

CONTACT

425 Pakachoag Street, Auburn, MA 01501

Arthur A. Tateronis

Other, Real Estate, Estate, Divorce & Family Law

Status: In Good Standing Licensed: 27 Years

CONTACT

319A Southbridge Street, Auburn, MA 01501

Scott C. Wrenn

Landlord-Tenant, Real Estate, Government, Estate Planning

Status: In Good Standing Licensed: 15 Years

CONTACT

1C Swanson Road, Auburn, MA 01501

800-923-0641

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LEGAL TERMS

RESIDUARY BENEFICIARY

A person who receives any property by a will or trust that is not specifically left to another designated beneficiary. For example, if Antonio makes a will leav... (more...)

A person who receives any property by a will or trust that is not specifically left to another designated beneficiary. For example, if Antonio makes a will leaving his home to Edwina and the remainder of his property to Elmo, then Elmo is the residuary beneficiary.

INHERIT

To receive property from someone who has died. Traditionally, the word 'inherit' applied only when one received property from a relative who died without a will... (more...)

To receive property from someone who has died. Traditionally, the word 'inherit' applied only when one received property from a relative who died without a will. Currently, however, the word is used whenever someone receives property from the estate of a deceased person.

ENDOWMENT INSURANCE

Provides that an insured person who lives for the specified endowment period receives the face value of the insurance policy--that is, the amount paid at death.... (more...)

Provides that an insured person who lives for the specified endowment period receives the face value of the insurance policy--that is, the amount paid at death. If the policy-holder dies sooner, the beneficiary named in the policy receives the proceeds.

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.

CONTINGENT BENEFICIARY

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisf... (more...)

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisfied. For example, if Fred is entitled to take property under a will only if he's married at the time of the will maker's death, Fred is a contingent beneficiary. Similarly, if Ellen is named to receive a house only in the event her mother, who has been named to live in the house, moves out of it, Ellen is a contingent beneficiary.

PRETERMITTED HEIR

A child or spouse who is not mentioned in a will and whom the court believes was accidentally overlooked by the person who made the will. For example, a child b... (more...)

A child or spouse who is not mentioned in a will and whom the court believes was accidentally overlooked by the person who made the will. For example, a child born or adopted after the will is made may be deemed a pretermitted heir. If the court determines that an heir was accidentally omitted, that heir is entitled to receive the same share of the estate as she would have if the deceased had died without a will. A pretermitted heir is sometimes called an 'omitted heir.'

KINDRED

Under some state's probate codes, all relatives of a deceased person.

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.

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using... (more...)

A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using a simple form that names a person to receive the property after the owner's death. Every state but Texas has adopted the statute.

SAMPLE LEGAL CASES

IN THE MATTER OF THE ESTATE OF BEAUREGARD

Discussion. When a will is traced to the testator's possession or to where he had ready access to it and the original cannot be located after his death, there are three plausible explanations for the will's absence: (1) the testator destroyed it with the intent to revoke it; (2) the will ...

Equity One, Inc. v. Estate of Williams

72 Mass. App. Ct. 1108 (2008). EQUITY ONE, INC. v. ESTATE OF ALFRED WILLIAMS & others. No. 07-P-493. Appeals Court of Massachusetts. July 16, 2008. Decision Pursuant to Rule 1:28. Judgment reversed.

REAL ESTATE BAR ASSOCIATION FOR MASSACHUSETTS, INC. v. National Real Estate Information Services

William P. O'Donnell, Anthony J. Vigliotti, Robert F. Kelley, John R. Buckley, Jr., F. Sydney Smithers, IV, & Andrea F. Nuciforo, Jr., for Register of Deeds for Berkshire County & others. ... Matthew J. Maiona for the New England Chapter of the American Immigration Lawyers ...

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Sturbridge Estate Lawyer, Massachusetts

Sponsored Law Firm

Mann Law Firm, P.C.

SPONSORED LAWYERS

Richard J. Rafferty

Maria L. DiPilato

Michael R. Revelli

Matthew S. Rousseau

Frederic L. Dupre

Alicia M. O'Connell

David Paul Cortese

Philip D. O'Connell

Arthur A. Tateronis

Scott C. Wrenn

TIPS

LEGAL TERMS

RESIDUARY BENEFICIARY

INHERIT

ENDOWMENT INSURANCE

AB TRUST

CONTINGENT BENEFICIARY

PRETERMITTED HEIR

KINDRED

PROBATE COURT

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

SAMPLE LEGAL CASES

IN THE MATTER OF THE ESTATE OF BEAUREGARD

Equity One, Inc. v. Estate of Williams

REAL ESTATE BAR ASSOCIATION FOR MASSACHUSETTS, INC. v. National Real Estate Information Services

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