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Friday, September 24, 2021

Estate Planning for Unmarried Couples


Statistics show that couples are waiting longer and longer to get married.  In addition, there are many alternatives to marriage, such as domestic partnerships, that are becoming more normalized.  It is important for these couples to understand that there may be a stronger need for estate planning then there is for married couples.  Without proper estate planning, unmarried couples will not inherit or be able to make critical decisions for their significant other.

There are two general purposes to estate planning.
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Tuesday, June 22, 2021

In Terrorem Clauses Have Power in Massachusetts


One of the most powerful clauses in a will or a trust is the in terrorem clause, which is more commonly referred to as a “no-contest” clause.  In terrorem means “in fear” in Latin and is an appropriate name for the clause as if someone challenges a will or a trust with an in terrorem clause and the challenge is not successful, there can be dire consequences for the challenger.  Namely, a challenger to a will or trust with an in terrorem clause risks losing all of his or her rights and interest under a will or trust.

Almost a year ago, the Massachusetts Appeals Court ruled in the matter of Capobianco v. Dischino, Mass.
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Friday, May 21, 2021

SJC Puts a 3 Year Limit on MassHealth Estate Claims


A recent Supreme Judicial Court decision confirmed that MassHealth has a statute of limitations of three years from a beneficiary’s death to file its claim for reimbursement on the beneficiary’s estate or MassHealth’s Claim is completely barred.

The Court recently made this ruling In the Matter of Estate of Kendall, 486 Mass. 522 (2020).  In this matter, Jacqueline Ann Kendall died intestate on August 7, 2014.  At the time of her passing, Ms.
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