Daniel M. Surprenant, Esq., CELA
Daniel M. Surprenant is recognized both nationally and in Massachusetts as an expert in estate planning, with a focus on protecting assets from long-term care costs, estate taxes, and for […]
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Asset Protection
You’ve worked hard to build your home, your savings, and perhaps even your own business. However, without proper planning, a single lawsuit or unexpected life event could put those assets […]
Read MoreCharitable Planning
Charitable Planning Lawyer Helping Residents in New Bedford, Easton & Hyannis Charitable planning is an important component of estate planning for many individuals and families, both for the inherent rewards […]
Read MoreProbate
Probate Lawyer Helping Residents in New Bedford, Hyannis & Easton After a person passes away, his or her estate will go through a court-supervised probate process. The probate process can […]
Read MoreTo Trust or Not to Trust — That is the Question
If you decide on a trust, which one is best? The question of whether you need a trust or not in your estate plan, is best answered after a discussion […]
Read MorePassing on Vacation Home? Do They Really Want It?
If you are going to pass it on, you probably want to pass it on sooner rather than later. You can pass on a gift of $11.4 million under the […]
Read MoreTough Situations May Develop when Inheriting the Family Farm
Tax liabilities can lead to a severe financial misstep. If you are likely to inherit the family farm, it would be wise to pay special, close attention to your estate […]
Read MoreWhen an Executor Is Overwhelmed: Options for Getting Help
Serving as an executor, known as a personal representative in Massachusetts, can feel like a full-time responsibility when you are handling paperwork, deadlines, and family expectations. If you are struggling […]
Read MoreWhat to Do When a Personal Representative Fails to Follow the Will
If a personal representative is not following the terms of a will in Massachusetts, you can petition the Probate and Family Court to enforce the will, require an accounting, or […]
Read MoreWhat to Do When You Inherit Property With Siblings
Inheriting property with siblings often brings both practical and emotional questions to the surface. Decisions about whether to keep, sell, or divide the property can affect finances, taxes, and family […]
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