trusts and estates

trust shield

trust shieldHi there,

I continue to be amazed by the distinguished group of divorce and probate lawyers I have the privilege to work with at Burns & Levinson. Today’s decision on Pfannenstiehl v. Pfannenstiehl, a case which will guide family financial planning across the country, is a credit to their hard work and dedication. We’re proud to bring you part two of this story which our contributor Tiffany Bentley brought to our attention back in April. This case was deemed “unwinnable” by many, so it is hugely important to our client as well as a celebrated achievement for our team.

Best,
Nancy


Almost exactly four months ago, I blogged with great pride about the compelling arguments from my colleague, Bob O’Regan, to the Supreme Judicial Court in the matter of Pfannenstiehl v. Pfannenstiehl. Today, I blog with even greater pride about the SJC’s unanimous decision in our client’s favor.

In Pfannenstiehl, initially both the Trial Court and the Appeals Court went to great lengths to ensure that the wife would benefit from an irrevocable trust established by her (now former) husband’s father. The husband had no access to or control over the trust. Assets and … Keep reading

Change Your Will When Your Divorce Is Final

to do list estate plan
To do: Create or update your estate plan!

Hi there,

I just learned that this is National Estate Planning Awareness Week. One of our terrific attorneys, Christine Fletcher, has written a quick piece explaining the importance of having your estate planner working on a team with your other “people” when making financial decisions. Some may consider this a dry or morbid topic, but in reality it’s a hugely important one. Post-divorce, everyone should immediately change their will, change the beneficiaries on their retirement accounts and, if you haven’t already, change your health care proxies and durable powers of attorney.… Keep reading