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Serving as a Trustee? What You Need to Know Before You Accept
Being asked to serve as a trustee can feel like a meaningful sign of trust from a family member or friend, but accepting the role also means taking responsibility for…
Trustee Self-Dealing in Massachusetts: Common Examples and Legal Consequences
Family members place significant trust in a fiduciary managing a loved one’s estate. When that person acts for personal gain, the consequences can be both financial and deeply personal. At…
Should Your Trustee and Personal Representative Be the Same Person?
Choosing the people who will carry out your final wishes is one of the most personal calls you will ever make. The right pick keeps your plan running smoothly, protects…
Can a Beneficiary Sue a Trustee in Massachusetts?
Yes. A beneficiary may take legal action when a trustee commits misconduct or fails to perform required duties. Casey Lundregan Burns, P.C. brings 100 years of experience advising Massachusetts beneficiaries…
What Happens If You Become Incapacitated Without a Plan?
Most of us think about estate planning as a way to protect our property after we pass away, but what happens if we are still alive and cannot make financial…
What Assets Should Not Be Placed in a Revocable Trust?
Signing a revocable trust is only the first step. Moving the wrong asset into the trust may create tax and penalty consequences, disrupt existing ownership rights, or add administrative work…
How to Choose a Successor Trustee in Massachusetts
Naming a successor trustee means choosing someone who can manage assets and family relationships when you cannot. For 100 years, Casey Lundregan Burns, P.C. has guided Massachusetts families through estate…
Can a Trustee Withhold Money From a Beneficiary?
A trustee may withhold money from a beneficiary when the trust terms or applicable law authorize the withholding. For 100 years, Casey Lundregan Burns, P.C. has guided Massachusetts families and…
What is a Trust Protector? Roles, Powers, and Benefits Explained
Casey Lundregan Burns P.C., serving Massachusetts families for 100 years, has seen how a smart provision can spare a family from stress and court fights. A trust protector is one…