Question: My parents were Florida residents. My father passed away in 2020 and my mother this year. My father’s living trust holds title to their vacation home in Massachusetts. The trust [...]

Question: As a practical matter, how would Massachusetts determine the amount of taxable gifts for estate tax purposes since gifts in small but taxable amounts could have been given over the [...]

Question: I’m hoping you can explain a bit about QTIP trusts. My father passed away and his trust divides his assets between a credit shelter trust and a marital trust (mother is still [...]