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When is the executor nominated by the decedent in a will deemed unfit to serve as executor? Rarely – but a recent decision in Surrogates...
Perspectives
What constitutes undue influence sufficient to invalidate a deed? In Erikson v. Erikson, 105 Mass. App. Ct. 1115 (February 24, 2025), the...
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The Massachusetts Court of Appeals has ruled that, in some situations, a former resident of the Commonwealth can be liable for...
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On March 21, 2025, the Financial Crimes Enforcement Network (“FinCEN”) issued an interim final rule that significantly changes the...
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On February 27, 2025, the U.S. Treasury Department announced that it will not impose penalties on any failure to comply with the...
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March 3, 2025, UPDATE: On February 27, 2025, the U.S. Treasury Department announced that it will not impose penalties on any failure to...
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On December 23, 2024, the United States Court of Appeals for the Fifth Circuit lifted the injunction issued earlier this month that had...
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On December 3, 2024, the U.S. District Court for the Eastern District of Texas issued a nationwide injunction halting enforcement of the...
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On October 4, 2023, the Massachusetts estate tax was updated for the first time in seventeen years (the “2023 Act”). Primarily, the 2023...
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Parents with young children often hear that “the days are long but the years are short.” However, this phrase may not truly resonate...
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Can a person claiming to be the decedent’s biological child out of wedlock obtain a court order directing DNA testing of the decedent’s...
Does the phrase “if they survive me” demonstrate a testator’s intent to avoid the Massachusetts Uniform Probate Code (“MUPC”) anti-lapse...
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For over a decade, the world’s developed nations, through the Financial Action Task Force (FATF), have worked to set international...
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An estate tax case before the US Supreme Court underscores the importance of stock-purchase agreements and life insurance arrangements,...
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Where joint tenants with rights of survivorship reached an agreement requiring one of the joint tenants to remove his personal belongings...
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Two recent decisions illustrate the continued mixed reception that “in terrorem” clauses in wills or trusts, also known as “no-contest”...