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The act of refusing an inheritance or survivorship benefit (like a joint account) and letting the asset(s) pass to the net beneficiary(ies) or trust in line.
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The Estate Planning Lawyers at Borchers Cusano Trust Law offer a wide range of Estate Planning, Elder Law and Business planning services, including: Revocable Living Trusts, Wills, Powers of Attorney, Living Wills, Healthcare Power of Attorney, (ILIT) Life Insurance Trusts, Family Limited Partnerships, Charitable Trusts, Medicaid Planning and Other Estate Tax Planning Strategies.
Borchers Cusano Trust Law serves clients throughout Massachusetts including: Medfield, Medway, Millis, Dover, Sherborn, Westwood, Wellesley, Franklin, Milford, Hopkinton, Holliston, Needham, Newton, Dedham, Walpole, Norwood, Sharon, Wrentham, Foxboro, Brookline and Boston. We have helped clients with strategies for heirloom properties in New Hampshire, Rhode Island, and Cape Cod, Mashpee, Falmouth, Osterville, Centerville, Barnstable, Bourne, Sandwich, and Hyannis, Martha’s Vineyard and Nantucket.
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