Welcome to the Law Office of David E. Peterson

We help Massachusetts families prepare for and respond to the legalities of the inevitable. Whether it's setting up wills and trusts, settling an estate in Probate Court, or anything in between, we're there for you.

Choosing Fiduciaries: Two Schools of Thought

By its very nature, much of the administration of an estate plan takes place upon the creator’s death or incapacity. For that reason, selecting the proper persons to serve as fiduciaries is arguably the most important decision that one can make. To clarify, a fiduciary is a person with a very close legal relationship to

Will I Have To Pay An Estate Tax?

Everyone has an opinion (usually negative) about the Income Tax. It’s a topic of water cooler conversation, and we see it on our pay stubs each pay period. But this is where most people’s knowledge of the tax code ends. For those without direct experience, the Estate Tax is a mythical beast. But for the

For This, My Sincere Gratitude

Tomorrow is Thanksgiving, and across America families will gather for food and fellowship in the spirit of gratitude for the many blessings bestowed upon us. This year, I have a lot to be thankful for. My beautiful wife Dan and I have been married for almost two years. Our baby boy, Timothy, was born last

Trusts for Children: Pooled Trust versus Separate Trusts

Trusts are an advantageous mechanism for structuring the legacy that people leave to their next of kin, but not all trusts are the same. This post discusses two different methods for providing for children in Trust: the Pooled Trust versus Separate Trusts. The Pooled Trust A Pooled Trust is a trust that “pools” assets for