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Fegreus & Broderick

Fegreus & Broderick

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

Probate and Administration of Estates

The legal process to obtain appointment of a Personal Representative (a “P.R.”, formerly known as Executor) and to probate a Will can be daunting. What’s more, following appointment, a P.R. can face a myriad of legal and accounting obligations. We represent and guide our P.R. clients from day one through closing the estate to ensure they have satisfied all of their obligations and administered the estate in a fair and transparent manner, consistent with the intent of the friend or family member who has passed away.

 

We also represent beneficiaries of estates who have concerns that a P.R. may not be handling the estate as required by the law or in the beneficiary’s best interests. In these cases, we use the many tools available under the law to hold the P.R. accountable to the beneficiaries.

Our Services

Estate Planning

There is more to an estate plan than just a Will. Read more about our comprehensive approach here.

More About Estate Planning

Probate and Administration of Estates

Serving as Personal Representative of an estate can be tricky. Read more about how we guide our clients through an estate from start to finish here.

More About Estate Administration

Our Services

Trustee Services

Trusts come in all shapes and sizes, and serving as a Trustee is always unique to a particular trust. Read more about how we assist Trustees here.

More About Trustee Services

Trust, Estate and Real Estate Litigation

Disputes can be difficult. Whether clients are looking for creative solutions to save on litigation costs or are determined to go to trial, we can help.

More About Litigation

Real Estate Conveyancing

We offer conveyancing (purchase and sale) services to existing clients and referral partners. Read more here.

More About Conveyancing

Trustee Services

Trusts come in all shapes and sizes, and serving as a Trustee is always unique to a particular trust. Read more about how we assist Trustees here.

More About Trustee Services

Trust, Estate and Real Estate Litigation

Disputes can be difficult. Whether clients are looking for creative solutions to save on litigation costs or are determined to go to trial, we can help.

More About Litigation

Real Estate Conveyancing

We offer conveyancing (purchase and sale) services to existing clients and referral partners. Read more here.

More About Conveyance
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Fegreus & Broderick, LLP

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

A living trust can do more than you might think. H A living trust can do more than you might think. Here are three goals it can help you accomplish to protect your assets and give you lasting peace of mind.

If you’d like to learn more about how a living trust could benefit you and your family, reach out today!
Many people wonder if creating a living trust comp Many people wonder if creating a living trust complicates their finances. 

The Grantor maintains full control over the trust during their lifetime, with the ability to change, add to, or even dissolve it at any time. 

The Grantor often serves as his or her own Trustee as well, at least initially. Consequently, the DOR and the IRS treat the trust as simply the alter ego of the Grantor and pay no attention to it. 

The trust’s tax ID can simply be the Grantor’s SSN and the trust does not file or pay its own taxes. It is only upon the death of the Grantor that the trust becomes irrevocable and takes on a legal identity (and therefore tax ID) of its own.

For most clients, then, the only difference in their day-to-day experience is that for accounts transferred into the trust, the word “Trustee” will appear next to the Grantor-Trustee’s name on statements and checks.
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