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Estate and Trust Administration
WHAT IS ESTATE ADMINISTRATION?
Estate administration is the process by which the assets owned by someone at the time of death are identified, collected, and distributed to others. In some cases, this process is accomplished with the assistance and oversight of the probate court; in others, especially where the decedent left assets in trust, this work is done outside of the court. In all cases, our goal is to ensure that the process is accomplished as efficiently as possible, and that the deceased person’s final instructions and wishes are fully honored.
PRACTICE AREAS IN
ESTATE & TRUST ADMINISTRATION
SETTLEMENT OF PROBATE AND NON-PROBATE ESTATES
TRUST ADMINISTRATION
RESIDENTIAL REAL ESTATE SALES AND TRANSFERS
PLANNING FOR THE FUTURES OF SURVIVORS
News & Upcoming Events
HEALTHCARE DECISIONS DAY EVENT
When: Wednesday, April 17, 2019, 10:00 AM – 12:00 PM
Where: Attleboro Council on Aging, 25 South Main Street, Attleboro
Who: Local seniors
What: An educational event, followed by the opportunity to create a Health Care Proxy
Cost: Free
To register: Contact the Attleboro COA at 508-223-2222
5th SENIOR SPECTACULAR
When: Thursday, April 18, 2019, 9:00 AM – 2:00 PM
Where: North Attleboro Middle School, 564 Landry Ave., North Attleboro
Who: Open to the Public
What: A senior resource event including continental breakfast and lunch, health screenings, vendors, raffles, a celebrity fashion show, and educational programs
Cost: Free
To register: Pre-registration is preferred but not required
More info: see flyer
ESTATE PLANNING ESSENTIALS FOR SENIORS
When: Friday, April 25, 2016, exact time TBD
Where: North Attleboro Middle School, 564 Landry Ave., North Attleboro
Who: Open to the Public
What: Part of the 5th Senior Spectacular, this panel presentation by Deborah Blum-Shore and two other local elder law attorneys will review the important documents that should be part of every estate plan
Cost: Free
To register: No need to separately register if attending the Senior Spectacular
More info: see flyer
ADVANCE PLANNING FOR OLDER CLIENTS
When: Friday, May 3, 2019
Where: Taunton Holiday Inn
Who: Massachusetts Continuing Legal Education (MCLE)
What: Panel presentation at full day estate planning program for legal professionals titled “Turbocharged: Estate Planning Practice Upgrade 2019”
To register: see www.MCLE.org
MTA RETIRED MEMBERS GATHERING
When: Tuesday/Wednesday, September 24-25, 2019
Where: Westborough Doubletree Inn
Who: Massachusetts Teachers Association Retired Members Annual Gathering
What: Three educational sessions: “Nuts & Bolts of Estate Planning, “ “Life Care Planning,” and “Understanding and Using Trusts”
To register: Registration not yet open