Trustee liability for home

An argument could be made that a non-beneficiary of the trust should not be allowed to live in the house rent free. Not obtaining rental income...

My wife's inherited everything without going through probate. Does she need a letter of appointment to get Tax Refund?

Generally you do not need to be court appointed to receive a tax refund. See the instructions for Form 1310. That said, the tax preparer may know a...

When do the heirs of the estate report their share of the capital gains on real property sold in 2015 on their 1040s?

Massachusetts treats this differently than some states and it can be a confusing area of tax law. Since Massachusetts law states that real estate...

I've had my father 2 years, he's staying but needs MassHealth, he gave his out of state house to caregiving. Is this a problem?

You've spotted an issue - the gifting of property within the last two years - that MassHealth would like to use to deny/delay your father from...

2 executors/trustees-sisters, of Dad's will (died 4/19) I feel they have over stepped their power. what is their exact role

Trustees do have a duty to keep the beneficiaries informed about the administration of a trust. Depending on all the facts, when a trustee takes...

Can u sell a house in massachusetts if you owe taxes on it?

The answer may be different based on the type of tax you owe (e.g. federal income, state income, local property taxes, etc) and what stage of...

I need a state address of where Living Trusts are filed in the State of MA.

If you provide more background or the purpose of your question it may be helpful. In addition to trusts previously being recorded with the...

Can I sue my tax preparer for over 6k supposed to reach my direct deposit acct and never did?

Given the amount at money at issue, especially with interest and penalties, you may want to consult with an attorney to explore all your options. ...

Looking for estate planning attorney

You may want to click on the "Find a Lawyer" link and then type in "estate planning attorney" in Wilmington, MA to find a local attorney who can...

Transferring a remainder interest in a primary residence can have positive and negative income tax implications. In Massachusetts this can also...