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The Massachusetts SJC rules in Thomas Gibney v. John A. Hossack, et al., that anti-lapse statute does not trump a will provision giving a bequest to someone only “if she survives me.”
In In Re: The Estate of Jean Olson the Massachusetts Appeals Court rules that in narrow circumstances extrinsic evidence may be presented to establish that an unsigned document is meant to serve as the decedent’s will.
The costs of intestacy — dying without a will — fall on those least able to afford it, exacerbating the problems in inequality in the United States.
Intestacy, dying without a will, can lead to many adverse results.
The case of IN THE MATTER OF THE ESTATE OF JOHN P. URBAN holds that burden of proof that will was procured by undue influence does not switch to fiduciary if they were not involved in the attorney-client relationship.
For many people flow charts can better explain estate planning options than can verbal descriptions. Here are a few.
You may have seen provisions in wills and trusts that bar challenges to their validity with a severe penalty: that the heir will receive nothing from the estate. These are known as no contest or in terrorem clauses with the idea being to strike terror into anyone who may challenge the document.
In Matthew Sacks v. Nancy Dissinger the Massachusetts SJC limits the one-year statute of limitations on challenges to trusts to claims of invalidity
Chanel Reynolds, a mother whose husband died in a bicycle accident, created the website GetYourShitTogether.org to help people do their estate planning.
Most people know they want to avoid probate, but they do not know exactly what probate is. This webinar will clarify what “probate” means.
