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Trusts & Estates
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Should You "Trust" Your Family Legacy?
(If You Will: Short Takes on Estates, Taxes and Trusts)
May 2013
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Now Is The Time To Consider Intra-Family Loans
(If You Will: Short Takes on Estates, Taxes and Trusts)
March 2013
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Treatment of Adopted Heirs Under Trusts
by Lisa M. Cukier
(Boston Spirit Magazine)
January/February 2013
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Law excludes adopted heirs
by Lisa M. Cukier
(Wicked Local Wayland)
January 2013
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Law excludes adopted heirs
by Lisa M. Cukier
(Wicked Local Weston)
January 2013
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Important Estate and Gifting Features of the American Taxpayer Relief Act
by Clifford R. Cohen
(Trusts & Estates Update)
January 2013
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Protecting vacation home
by Lisa M. Cukier
(Wicked Local Weston)
December 2012
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Preserving the Legacy of Your Business Enterprise
(If You Will: Short Takes on Estates, Taxes and Trusts)
December 2012
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The Vacation Home Conundrum
by Clifford R. Cohen
Lisa M. Cukier
(Boston Spirit Magazine)
September / October 2012
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Staying The Course
by Christine N. Fletcher
(Private Wealth)
September 2012
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Will Contests, Compromises, and Practical Steps to Avoid Litigation
by Brian D. Bixby
Tiffany M. Howard
(Chapter in MCLE Massachusetts Probate Manual)
2012
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Massachusetts Passes Uniform Trust Code
by Clifford R. Cohen
Melissa E. Sydney
(Trusts & Estates Update)
August 2012
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Weston attorney Lisa Cukier: Helping aging parents
by Lisa M. Cukier
(Wicked Local Wayland)
August 2012
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Drafting Wills and Trusts in Massachusetts
by Mark A. Nowak
(MCLE)
July 2012
Editors: Eric P. Hayes, Mark A. Nowak and Mary H. Schmidt
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Drafting Wills & Trusts in Massachusetts, 3rd edition
by Dianne L. Frade
(Massachusetts Continuing Legal Education, Inc. (MCLE))
2012
Diane Frade co-authored two chapters in the MCLE publication entitled "Drafting Wills & Trusts in Massachusetts, 3rd edition." The relevant sections are chapter 44, "Trust Clauses Regarding Delegation of General Investment Responsibility" and chapter 45, "Trust Clauses Regarding Stock in S Corporations."
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The Vacation Home Conundrum
(If You Will: Short Takes on Estates, Taxes and Trusts)
July 2012
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Weston attorney Lisa Cukier: Question on settlement agreement
by Lisa M. Cukier
(Wicked Local Wayland)
July 2012
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Lawyers’ Differing Roles and Responsibilities in Assisting Clients through Estate Administration and Probate Litigation
by Lisa M. Cukier
(Strategies for Representing Clients in Probate Court, Aspatore Books from Thomson Reuters Westlaw)
July 2012
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Weston attorney Lisa Cukier: Beware of financial exploitation
by Lisa M. Cukier
(Wicked Local Wayland)
May 2012
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Common and Costly Mistakes in Estate Planning
(If You Will: Short Takes on Estates, Taxes and Trusts)
April 2012
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The New Massachusetts Uniform Probate Code
by Clifford R. Cohen
Dianne L. Frade
Christine N. Fletcher
(Trusts & Estates Update)
April 2012
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It’s Time to Use the Increased Estate/Gift/Generation-Skipping Transfer Exemptions
by Clifford R. Cohen
(Focus Newsletter, Page 2)
Winter 2012
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Estates, Family Estate Disputes and Conservatorship
by Lisa M. Cukier
(Boston Spirit Magazine)
January/February 2012
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2012 Will See Changes To Massachusetts Probate Laws
(If You Will: Short Takes on Estates, Taxes and Trusts)
January 2012
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Digital Life After Death
(If You Will: Short Takes on Estates, Taxes and Trusts)
October 2011
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The Disclaimer as a Postmortem Estate Planning Device, Chapter 17, Part II
by Clifford R. Cohen
(A Practical Guide to Estate Planning in Massachusetts)
2003-2011 editions
Clifford Cohen and Deborah Hall were contributing authors to this publication.
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Pets, Protectors and Perpetuities: Old Rules, New Tools
(If You Will: Short Takes on Estates, Taxes and Trusts)
July 2011
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Massachusetts Expands Protections for Homeowners
by Clifford R. Cohen
(Client Update)
June 2011
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The Tax Man Cometh
(If You Will: Short Takes on Estates, Taxes and Trusts)
April 2011
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New Federal Tax Law Includes Significant Estate, Gift and Generation-Skipping Transfer Tax Changes
by Clifford R. Cohen
(Tax & Estate Planning Advisory)
December 2010
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Death Tax Not Dead: Expiring Tax Laws Provide Estate Planning Opportunities - 2010 and Beyond
by Harry S. Miller
(Tax & Estate Planning Advisory)
November 2010
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Poor, Poor Pitiful Estate Tax: It’s the most misunderstood tax around
by Clifford R. Cohen
(Focus [Page 2])
Fall 2010
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Estate Planning Client Strategies
by Brian D. Bixby
(Aspatore)
2010
Brian Bixby authored the chapter on "Working with Clients on Estate Planning During an Uncertain Tax Environment and Thereafter".
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Get To Know Us...
by Donald E. Vaughan
Deborah J. Peckham
Lisa M. Cukier
Ellen J. Zucker
Laura R. Studen
Peter F. Zupcofska
Scott H. Moskol
(Boston Spirit Magazine, Seasonal People Issue)
May/June 2010
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Old Enough To Live Away From Home? Old Enough To Plan!
by Clifford R. Cohen
Malcolm W. Starr
(Estate Planning Advisory)
August 2009
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2009 Alters the Landscape for Estates
by Clifford R. Cohen
(Focus [Page 3])
Winter 2009
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Long-term care planning essential in tough times
(Providence Business News)
November 2008
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Don’t Try This At Home – What NOT To Do When Changing Your Estate Plan
by Clifford R. Cohen
(Focus)
Spring 2008
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You Have Been Named as a Trustee – Are You Ready?
by Malcolm W. Starr
(Focus)
Winter 2008
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Drafting Wills and Trusts in Massachusetts
by Mark A. Nowak
(MCLE Featured Book)
December 2007
Co-authored by Eric P. Hayes, Mark A. Nowak, Alette E. Reed, Mary H. Schmidt et al.
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Rhode Island estate tax can be avoided
(Providence Business News)
November 2007
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Pension Protection Act Offers Tax Incentives for ‘Giving Away the Farm’
(Rhode Island Lawyers Weekly)
February 2007
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Estate Planning For Clients With Intellectual Property
(Focus [Page 3])
Winter 2007
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Fiduciary Litigation in the Probate Court
by Brian D. Bixby
Lisa M. Cukier
Peter F. Zupcofska
(Massachusetts Continuing Legal Education, Inc. (MCLE))
2006
Peter Zupcofska co-edited this book with The Honorable Nancy M. Gould, and also served as a contributing author. Lisa Cukier and Brian Bixby co-authored Chapters 11 and 12 on Bringing and Defending Will Contests.
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Rempelakis v. Russell: Adding an Ingredient to the Cleary Recipe for Proving Undue Influence
July 2006
Ingrid Schroffner's article was published in the July 3, 2006 issue of Massachusetts Lawyers Weekly.
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Changes in Medicaid Rules
by Dianne L. Frade
(Focus [Page 3])
Spring 2006
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2006: A Year of Change and an Important Time to Create, or Review, Estate Plans
(Focus)
January 2006
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The "Dynasty Trust"
by Malcolm W. Starr
(Focus)
Spring 2005
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Marriage and Estate Planning Under Goodridge v. DPH
by Lisa M. Cukier
(Boston Bar Journal)
Nov/Dec 2004
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2004 Estate Planning Update
by Clifford R. Cohen
(Focus)
Spring 2004
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Health Care Proxies - Preparing for the Unexpected
by Dianne L. Frade
(Focus)
Winter 2004
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Medicaid Update
(Trusts & Estates Update)
October 2003
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Trustees: Don't Get Stuck with the Bill
by Robert J. O'Regan
(Focus)
June 2001
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Clarifying Burden of Proof in Cases of Undue Influence in Massachusetts
(Massachusetts Lawyers Weekly)
June 2000