Nov 18, 2024 Prenuptial Agreement Held to Be Valid Waiver Of Spouse’s Statutory Right of Election By Charles Jacob III Jennifer Mikels Molly Quinn Gary Ronan +1 more... Show less Generally, under New York EPTL 5-1.1-A, if a decedent is survived by a spouse, a right of election is given to the surviving spouse to...
Jul 09, 2024 Do You Have a College Student? Maintaining Decision-Making Rights During Unexpected Situations By John Ramsey Kerry Spindler Parents with young children often hear that “the days are long but the years are short.” However, this phrase may not truly resonate...
May 15, 2024 Surrogate’s Court Orders DNA Testing to Verify Claim to Be Decedent’s Biological Child By Charles Jacob III Jennifer Mikels Molly Quinn Gary Ronan +1 more... Show less 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...
May 15, 2024 SJC Finds Words of Survivorship Sufficient to Avoid Anti-Lapse Statute By Charles Jacob III Jennifer Mikels Molly Quinn Gary Ronan +1 more... Show less Does the phrase “if they survive me” demonstrate a testator’s intent to avoid the Massachusetts Uniform Probate Code (“MUPC”) anti-lapse...
Mar 04, 2024 Following Formalities of Will Execution And Availability of Attorney Testimony Defeats Undue Influence Claims By Charles Jacob III Jennifer Mikels Molly Quinn Gary Ronan +1 more... Show less While undue influence claims are commonly asserted in probate proceedings, especially with the increased prevalence of dementia and...
Feb 07, 2024 The Impact of the Corporate Transparency Act on Estate Planning By Mark Christopher Vaishali Goyal For over a decade, the world’s developed nations, through the Financial Action Task Force (FATF), have worked to set international...
Jan 11, 2024 Supreme Court Tax Case Reveals Two Issues in Estate Protection By Michelle Porter Emily Berlin An estate tax case before the US Supreme Court underscores the importance of stock-purchase agreements and life insurance arrangements,...
Dec 11, 2023 New York Courts Consider “In Terrorem” Clauses with Mixed Results By Charles Jacob III Jennifer Mikels Molly Quinn Gary Ronan +1 more... Show less Two recent decisions illustrate the continued mixed reception that “in terrorem” clauses in wills or trusts, also known as “no-contest”...
Nov 01, 2023 Probate & Fiduciary Litigation Newsletter - November 2023 By Charles Jacob III Jennifer Mikels Molly Quinn Gary Ronan Nora McMurphy +2 more... Show less This newsletter is intended to keep readers informed about developments in probate and fiduciary litigation in Massachusetts and New...
Aug 21, 2023 A Guide to the Corporate Transparency Act for Individuals with Closely-Held Businesses and State-Monitored Entities Created for their Estate Planning By Mark Christopher Vaishali Goyal This article was also published on the Boston Business Journal and New York Business Journal. In an effort to curb money laundering, tax...
Jul 24, 2023 Do You Have a College Student? Maintaining Decision-Making Rights During Unexpected Situations By John Ramsey Kerry Spindler Parents with young children often hear that “the days are long, but the years are short.” However, this phrase may not truly resonate...
May 03, 2023 Probate & Fiduciary Litigation Newsletter - May 2023 By Charles Jacob III Molly Quinn This newsletter is intended to keep readers informed about developments in probate and fiduciary litigation in Massachusetts and New...
Jan 31, 2023 Probate & Fiduciary Litigation Newsletter - February 2023 By Charles Jacob III Molly Quinn This newsletter is intended to keep readers informed about developments in probate and fiduciary litigation in Massachusetts and New...
Nov 21, 2022 Taxachusetts Redux? The New Massachusetts Millionaires Tax By Matthew Hillery On November 8, 2022, Massachusetts voters elected to adopt Question 1, the so-called Fair Share Amendment or Massachusetts Millionaires...
Oct 11, 2022 Probate & Fiduciary Litigation Newsletter - October 2022 By Sarah Eberspacher Charles Jacob III Molly Quinn This newsletter is intended to keep readers informed about developments in probate and fiduciary litigation in Massachusetts and New...
Jun 22, 2022 Probate & Fiduciary Litigation Newsletter - June 2022 By Sarah Eberspacher Charles Jacob III Molly Quinn This newsletter is intended to keep readers informed about developments in probate and fiduciary litigation in Massachusetts and New...