Skip to content
  • Email
  • Facebook
  • Instagram
  • Linked In
Fegreus & Broderick

Fegreus & Broderick

  • Services
    • Estate Planning
    • Probate and Estate Admin
    • Trustee Services
    • Litigation
    • Real Estate
  • The Firm
    • Michael Broderick
    • Edward Fegreus
    • Sydney Blomstrom
    • Tatiana Barsukova
  • Contact Us
  • Services
    • Estate Planning
    • Probate and Estate Admin
    • Trustee Services
    • Litigation
    • Real Estate
  • The Firm
    • Michael Broderick
    • Edward Fegreus
    • Sydney Blomstrom
    • Tatiana Barsukova
  • Contact Us

The material on our web site has been prepared and published for informational purposes only. There is no effort or intention to solicit new clients or new engagements from existing clients by way of this web site; nor should any of the information published on the web site be construed as representing any of our lawyers’ availability to practice in jurisdictions where they are not authorized to do so.

 

None of these materials is offered, nor should be construed, as legal advice. Communication of information by or through this web site and your receipt or use of such information is not intended to create an attorney-client relationship with Fegreus & Broderick, LLP or any of the firm’s attorneys. The creation of the attorney-client relationship requires direct, personal contact between you and our firm through one or more attorneys and an explicit agreement by the firm that confirms that an attorney-client relationship is established and the terms of that relationship. You should not act or rely upon information contained in these materials without specifically seeking professional legal advice.

  • Home
  • The Firm
  • Services
    • Estate Planning
    • Probate and Administration of Estates
    • Trustee Services
    • Trust, Estate, and Real Estate Litigation
    • Real Estate Conveyancing
  • Insights
  • Notice Regarding Attorney Advertising

Fegreus & Broderick, LLP

21 Custom House Street, Suite 480
Boston, Massachusetts 02110
t: (617) 737-9100 | f: (617) 737-9123
info@fegreuslaw.com

An estate plan is only as strong as the foresight An estate plan is only as strong as the foresight behind it.

Attorneys with litigation experience are often better equipped to identify potential issues, spot red flags, and anticipate disputes before they arise. Without that perspective, important details can be overlooked.

Fegreus & Broderick, LLP combines planning and litigation insight to help ensure estate plans are thorough, resilient, and prepared for the unexpected.
Jointly held property, including financial account Jointly held property, including financial accounts, are classic non-probate assets which transfer to a surviving joint tenant by law and therefore avoid probate. Except when they don’t. 

As the Appeals Court confirmed in a recent decision, accounts held jointly “for convenience only” are, in fact, part of the probate estate and not a transfer to the surviving joint owner. “For convenience only” would be, for instance, where an elderly account holder authorizes a child to be a joint owner for the purpose of aiding in paying monthly bills, etc. 

However, the burden of proof is upon the P.R. of the deceased account owner’s estate to show that the joint ownership was intended for convenience only, thereby bringing the account into the probate estate.
Follow on Instagram
Copyright © 2026 - Fegreus & Broderick, LLP | Attorney Advertising
Site designed by Two Row Studio
We use cookies to ensure that we give you the best experience on our website. If you continue to use this site we will assume that you are happy with it.