Estate Planning & Trust Law
CUTLER & WILENSKY LLP provides a full range of estate planning services to individuals, families, professionals and owners of closely held businesses to plan and manage their estates in order to reduce tax and expense burdens and ensure future generations are provided for while ensuring the interests of the estate is preserved.
Attorney Cutler recently defeated a complex summary judgment motion brought in the Norfolk Superior Court. This summary judgment motion was brought in an interpleader action whereby the children of the deceased claimed the entirety of his life insurance policy which was taken out while he was married to their ex-stepmother. The children claimed that the ex-stepmother was automatically stricken as a matter of law as a beneficiary when she divorced their father unless the ex-spouse affirmed her as a beneficiary. Attorney Cutler argued that there was only a presumption under the law that could overcome -- the existence of a loan agreement between his client and the deceased. Upon consideration of Attorney Cutler’s written argument and a hearing in open court, Judge Kirpalani agreed with Attorney Cutler’s analysis and denied the children’s summary judgment motion and as a result the case will move forward to trial.
CW held an Estate Planning Seminar: The Basics at its Waltham office on June 19, 2018. To learn more about that event, please contact Attorney Wilensky or Attorney Dai or preview the presentation [here].
Attorney Wilensky was a speaker at a Lesley University event held on October 13th: "Financial and Estate Planning, An Introduction for Parents and Guardians of Children and Adults with Disabilities". Attorney Wilensky gave a presentation on financial planning and the legal tools available to people with disabilities to effectively plan for the future.