The Law Offices of Samuel S. Reidy Blog

There is always a sense of relief and peace of mind for a Client once he or she has executed their Last Will and Testament.  Estate Planning often ends up getting delayed for one reason or another so it can be extremely satisfying once that will is signed and put away with other important documents.  However, one very common question is “when do I have to look at my will again?”  Despite some attorneys suggesting anywhere between three to five to ten years as a benchmark, there truly no one definitive answer to when a will should be updated.  Here are ten life events that could impact the decision to update or change your Will.

1.
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On January 5, 2023, the Federal Trade Commission (FTC) announced a proposed regulation that would completely prohibit non-competition agreements in the workplace.  A non-compete clause is a contractual term between an employer and worker that prevents the worker from seeking or accepting certain employment, or operating certain businesses, after the worker’s employment ends.  Previously, the FTC issued a statement in November 2022 in which it declared its intention to exercise authority under Section 5 of the FTC Act which would be in line with President Biden’s Executive Order from July 2021 urging the FTC to promulgate new rules governing non-competes.  If this were to happen, the consequences for both employers and employees would be significant.

With certain exceptions, the proposed rule would make it illegal to (1) enter into or attempt to enter into a noncompete with a worker, (2) maintain a noncompete with a worker, and (3) represent to a worker that the worker is subject to a noncompete agreement.
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Even if you are a fan of actress Ana de Armas, it is probably a safe bet to say you are not as big a fan as the two fans of the Blonde, Knives Out, and No Time to Die actress who sued Universal for false advertising when Ana de Armas did not appear in the 2019 film Yesterday despite appearing in the movie’s trailer.  On December 20^, 2023, a California judge allowed parts of a lawsuit accusing Universal of false advertising to proceed, ruling that a movie trailer "constitutes commercial speech" and is not entitled to broad protection under the First Amendment.

 

As background, in 2019, Universal released a trailer for its romantic comedy Yesterday, a film that involved a musician waking up one morning to discover no one had ever heard of The Beatles.  He becomes rich and famous by introducing the music of The Beatles into the world and claiming to be its own.  He, of course, has a love interest in the film, but the trailer also showed actress Ana de Armas playing a character who would complicate that relationship.
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Not all personal injury claims are created equal and sometimes an accident really just is an accident.  This lesson was just learned by a Plaintiff in Middlesex Superior Court after a four-day trial resulted in a defense verdict and no recovery for the Plaintiff.  The claim involved an injury to a seven year old girl who suffered a fall at a school playground.

In the matter of Ozkan v. City of Malden, seven year old Nihal Ozkan was a student at the Linden Steam Academy in Malden, Massachusetts.
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While we typically think of car accidents and slip and falls as the stereotypical personal injury cases, there are actually quite a few other types of situations that lead to personal injury cases.  One such type of personal injury case involves physical assault caused by an intoxicated person.  Many times, liability will extend beyond the actual individual responsible for another’s injuries to the person or establishment who served the liquor.  Massachusetts and many other states have enacted a “Dram Shop law” in an effort to deal with these types of cases.

Pursuant to Massachusetts General Laws chapter 138 § 69, someone suffering from physical injury, property damage, or other damage may sue the licensed liquor provider who served an intoxicated person.
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For a long time in the legal world, there has been a bias that juries in certain counties in Massachusetts will not award verdicts of higher amounts.  Several of these counties are located in the South Coast and Cape Cod area.  Insurance companies and defense counsel have used this bias (which, to be fair, is sometimes a reality) in making unreasonable settlement offers to personal injury plaintiffs.  A jury in Plymouth Superior Court recently made a big statement that these counties may be willing to award the big verdict by awarding a trip and fall victim in Plymouth County a verdict of $1,437,314.00.
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While a parent’s job may never be done, things get more complicated when that child begins his or her college career.  Parents often understand the importance of having a healthcare power of attorney in place for a spouse or aging parent, but often do not think about how crucial this document is for a recent high school graduate or young adult child.  Most college freshmen are eighteen years old which means they are legal adults and parents are no longer entitled to make decisions on their behalf.  This can cause a problem if there is a medical emergency.

Once a child turns eighteen, his or her parents no longer have any legal say over medical or financial decisions involving the child.
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The loss of a loved one is always difficult, but that pain can be magnified when there is no proper estate planning in place.  The more complicated the family dynamics and the more specific the wishes of the loved one, the more important it is to make sure the proper estate planning is in place.  While you are enjoying the last month of summer and are sitting on the beach and thinking about the future, here are ten common estate planning mistakes to avoid.

1.  Not having a plan in place.
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Massachusetts allows personal injury cases to move forward if there is an “obvious causal relationship” between the injury claimed and the accident that forms the basis of the claim.  However, a recent case was dismissed by a U.S. District Court judge who ruled that a premises liability plaintiff could not rely on Massachusetts’ “obvious causal relationship” exception to avoid having to introduce expert medical testimony rebutting a defense expert’s opinion that her torn rotator cuff was due to a fall that occurred eight months before she slipped and fell at the defendant’s store.

In this particular case, the Plaintiff slipped and fell in the restroom of a Costco store.
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If an employer does not provide an employee leaving the company with his or her wage payments on time but quickly corrects the problem, that is the end of the issue, correct?  Not so fast, the Massachusetts Supreme Judicial Court recently held.  Even if the employer fails to make timely wage payments to a departing employee by mistake, the employer will be on the hook for automatic treble damages.  The SJC’s recent ruling and clarification of the Massachusetts Wage Act is essential information for all employers in Massachusetts to be fully informed about before failure to comply with the Act becomes a very costly mistake.

Massachusetts General Law c.149 § 148 states that "any employee leaving his employment shall be paid in full on the following regular pay day, and, in the absence of a regular pay day, on the following Saturday; and any employee discharged from such employment shall be paid in full on the day of his discharge.
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You’ve fulfilled your estate planning responsibility and have a well-drafted Last Will and Testament in place.  Nice job!  But what happens when there is a big life change (loss of a loved one, new marriage, birth of grandchildren, won the lottery, etc.) and you need to update or change your Will?  One option is to execute a Codicil to amend your Will.   A codicil is a legal document that acts as a supplement to your last will and testament.  In it, you can make changes to your will without having to rewrite your entire original will document.
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