For the most part, the terms of the trust control what can and cannot be done by the settlor. In many irrevocable trusts that are created for...

What are the options?

The job of the executor (which since 2012 has been called "Personal Representative" in Massachusetts), unless the will states something else, is to...

Irrevocable trusts can have lots of different provisions in them. If the point of placing your home in an irrevocable trust is to protect it from...

I received a release and assent. I would be uncomfortable signing this without knowing more.

The word "disclaimer" is a term that often means you are choosing to give up your inheritance rights, so you should obtain legal advice before...

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If you expect family members to object to your estate plan and try to undo it after you die, you don't want to rely on a will. Wills not only can...

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Can the houses be sold without my consent?

Not all trusts are the same, so no lawyer should ever answer a question about a trust without seeing the trust first. A good trust normally...

If my mother can no longer be the caregiver for my dad, what are her options without losing her house if she puts him in a home?

Medicaid, known as MassHealth in Massachusetts, is the governmental program that can help pay for your father's nursing home care. There are...

Question about how 2 executors for an estate have to work together?

When two people are appointed in a will to handle an estate (with the former term "executor" no longer being in the law in Massachusetts and the...

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How to disburse funds from an estate

When the person who established the trust died, the mutual funds received a step-up in basis as of that date. If the trust sells the mutual funds,...

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Do you need to include Assets that are part of an irrevocable trust as separate items under Real Estate, Annuity, etc?

If neither parent has a life estate in the deed, and the irrevocable trust completely owns the real estate, then your parents do not have a legal...