News, Articles, & Reported Cases

News & Articles

Estate Planning

• Drafting Massachusetts Wills
• Ancillary Estate Planning Documents
• HIPPA
• The Cost of Not Planning, part 1
• The Cost of Not Planning, part 2
• Uses of Life Insurance
• Will vs Trust

Foundations & Donor Advised Funds

• Donor Advised Fund
• Foundations

Litigation

• 2002.04.22 Lawyers Weekly
• 1998.02.16 Lawyers Weekly
• 1992.11.21 Metro Region

Probate Accounts

• Chapter 13 Accounts, Massachusetts Probate Manual (© MCLE, Inc. 2nd ed. 2003 & Supp. 2006)

Retirement & Finance

• Substantial Qualified Plans, part 1
• Substantial Qualified Plans, part 2
• Spring Cleaning

Tax

• Alternative Minimum Tax, part 1
• Alternative Minimum Tax, part 2
• Capital Gains
• Costly New State Estate Tax Laws
• Deductions
• Dividends
• Harvesting Capital Losses
• Holiday Tax Planning
• New Tax Statutes
• Roth 401 (k) – Does it Make Cents?
• Taking the Pain out of Giving
• Tax Act, part 1
• Tax Act, part 2
• Taxachusetts
• To Gift or Not To Gift
• Year End Tax Planning Tips
• Yet More Federal Tax Changes

Trusts

• Benefits of Keeping Property in Trust
• Charitable Remainder Trusts, part 1
• Charitable Remainder Trusts, part 2
• Control from the Grave
• Credit Shelter Trusts
• Dynasty Trusts
• Helping Trustees
• Insurable Interest
• Irrevocable Life Insurance Trusts
• Selecting Family Member Fiduciaries
• Selecting Professional Fiduciaries
• Sharing the Pain of Charitable Giving

Reported Cases

Supreme Judicial Court of Massachusetts

• Sean Fabre vs. Amalia Walton, 436 Mass. 517
  John P. Fulginiti, Esq. for Amalia Walton
• Sean Fabre vs. Amalia Walton, 441 Mass. 9
  John P. Fulginiti, Esq. for Amalia Walton
• Alvin S. Hochberg & another, trustees vs. Mattina Proctor; Emery Van Daell Rice, Thomas Emerson Rice, Jr., Jane Patricia Rice (Rices); & Others, 441 Mass. 403
  John P. Fulginiti, Esq. for The Rices

Massachusetts Appeals Court

• Centennial Healthcare Investment Corp vs. Commissioner of The Division of Medical Assistance & Paul Donovan, individually and as guardian of Thomas Columbo, 61 Mass.App.Ct. 320
  John P. Fulginiti, Esq. for Paul Donovan
• Commonwealth vs. Guy Ahart and Rolando Carr, 37 Mass.App.Ct. 565
  John P. Fulginiti, Esq. for Rolando Carr