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Trust & Estate Planning

Elissa Burton joins Baker, Braverman & Barbadoro P.C.


Baker, Braverman & Barbadoro P.C., recently hired Needham resident Elissa Burton as an Associate. Berton comes to the Firm from Seegel Lipshutz & Lo LLP where she worked as an associate attorney with a concentration on estate planning, tax preparation and trust administration. At Baker, Braverman & Barbadoro, P.C., she will continue to work in

Baker, Braverman & Barbadoro P.C. hosts food and coat drive for domestic violence and abuse victims


Baker, Braverman & Barbadoro P.C., has partnered with DOVE, a domestic violence assistance organization, on a canned food and coat drive for the month of November. During month of November, Baker, Braverman & Barbadoro, P.C. will be collecting non-perishable food items in containers situated in both their offices at 300 Crown Colony Drive in Quincy

Case Study


Three years ago, siblings Joe and Jane Smith sat down to Christmas dinner with their families. During the meal, Joe’s wife Mary was well. After visiting the doctor shortly thereafter, she was diagnosed with cancer. By Easter, she was gone. How people react to the passing of a loved one varies from individual to individual,

IRS Provides Further Guidance for 2010 Deaths


Nearly twelve months has passed since the end of 2010 and the IRS is still providing guidance for how to treat estates for individuals who died in 2010. In 2010 estates have the option of electing to be subject to the estate tax, or electing out of the estate tax. Why would someone voluntaryily subject

The New Massachusetts Homestead Act


On March 16, 2011 a new Massachusetts Homestead Act (Homestead Act) went into effect, the revised Homestead Act affords even greater protection for property owners. A “Declaration of Estate of Homestead” is a legal document filed at the registry of deeds in the county in which a residential house exists that informs the public that

New Homestead Law Creates Estate Planning Opportunities


Earlier this year revisions to the Homestead Law were enacted dramatically revising the homestead protection available for primary residences. By declaring a homestead in one’s primary residence, you can receive up to $500,000 of creditor protection against certain creditors. It’s akin to an umbrella liability insurance policy but also protects against contract claims in addition