Articles Posted in Trusts and Estates

Rhode Island Supreme Court Reject Plaintiffs’ Claim to Property in Estate Dispute
Bilodeau Capalbo, LLC

After the death of a family member, the division of the property from their estate can often result in complicated and drawn-out legal battles between parties who believe they are entitled to some of the proceeds from the estate. Although a clear and valid will helps heirs and the courts determine who deserves ownership of…

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Massachusetts Supreme Court Denies Estate Tax Exemption in Trust Dispute
Bilodeau Capalbo, LLC

Protecting familial assets from unnecessary taxation upon the death of a spouse, parent, or other beneficiary is one of the primary benefits of effective New England estate planning. Establishing trusts, wills, and other estate planning instruments is essential to protecting assets within a family. A recent decision by the Massachusetts Supreme Court demonstrates the importance…

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Rhode Island Supreme Court Affirms Superior Court Ruling in Estate Dispute
Bilodeau Capalbo, LLC

Preparation of wills, trusts, and the division of a family estate can be a difficult matter, which often leads to contention after a family member with property passes away. A recently decided case by the Rhode Island Supreme Court demonstrates the importance of having a professionally prepared and unambiguous estate plan in place to prevent…

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Rhode Island Supreme Court Issues Decision on Undue Influence in Trusts and Estate Case
Bilodeau Capalbo, LLC

People can decide to change their wills and trusts whenever they choose, but elderly parents can be especially vulnerable to undue influence, particularly near the end of their life. The Rhode Island Supreme Court recently decided an estate administration case involving amendments made to a trust and partnership shortly before a mother’s death. The mother…

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Rhode Island Supreme Court Hears Estate Administration Case
Bilodeau Capalbo, LLC

The Rhode Island Supreme Court recently decided a case involving an extended Rhode Island probate dispute. According to the court’s opinion, in 2005, the plaintiff was involved in a dispute over the designation of guardianship of her aunt before her aunt passed away. After the plaintiff’s aunt passed, the dispute was over the administration of…

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Estate Planning Basics for Newlyweds – How to Get Prepared for the Unexpected
Bilodeau Capalbo, LLC

It’s that time of year – the time for beautiful weddings, fun receptions, delicious cakes, special gifts, and romantic honeymoons. While this is a joyous time for everyone, it’s also time for you and your new spouse to plan for your future – for richer or for poorer, in sickness and in health. Why Newlyweds…

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