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Massachusetts law about trusts

A compilation of laws, regulations, cases and web sources on trusts law.
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Table of Contents

Massachusetts laws

MGL c.203-c.203C Trust

Uniform Probate Code, MGL c.190B (MUPC)
Requires trustees to notify beneficiaries of accounting and much more. 

Uniform Trust Code, MGL c. 203E

MGL c.203E, s.408 Pet trusts

Forms

Massachusetts trust forms

Selected cases

Morse v. Kraft, 466 Mass. 92 (2013)
Explains the concept of decanting trusts."The sole and disinterested trustee of an irrevocable trust could distribute the trust property in further trust for the benefit of the beneficiaries without their consent or approval, and without the consent or approval of a court, where the trust's broad grant of almost unlimited discretion evidenced the settlor's intent that the disinterested trustee have the authority to do so; further, there was no need to appoint a guardian ad litem in the matter."

Web sources

Avoiding Living Trust Scams: A Quick Guide for Advocates, National Consumer Law Center.

Make Your Own Living Trust , Nolo, 2017
Includes information on choosing your beneficiaries, determining what type of trust you need, trustees, and more. Requires Library Card for access.

The Massachusetts Uniform Trust Code: Context, Content, and Critique, by Courtney J. Maloney and Charles E. Rounds, Jr., Mass. Law Review, December 2014, JD Supra.
This lengthy article discusses the MUTC in detail, including discussion of pre-existing Massachusetts laws which are neither folded into the MUTC nor repealed.

The New Massachusetts Pet Trust: Ensuring Your Animals are Cared for Part 1, Tim J. McNamara, 2012.
Explains the basics of pet trusts in Massachusetts.

Special Needs Trusts, Nolo, 2017.
How to establish and manage special needs trusts. Requires Library Card for access.

Report of the Supreme Judicial Court's Ad Hoc Committee on Bosch Litigation, 2014.
The committee recommends that "No longer would [the SJC] hear and decide every Bosch case in Massachusetts. The cases instead would be allocated between the Supreme Judicial Court and the Probate and Family Court, based on the nature of the issues involved. Under the proposed approach, the Supreme Judicial Court would concentrate on those cases that involve novel or unsettled issues of Massachusetts law or are otherwise of significance beyond the parties and the specific facts of the case."

Trustee's Legal Companion: A Step-by-Step Guide to Administering a Living Trust, Nolo, 2017
Should you serve as trustee -- What a trustee does -- Working with advisers -- The first six months -- Assets that should be in the trust but aren't -- Property that passes outside the trust -- Taking over during the settlor's life -- Subtrust funding -- Managing an ongoing trust -- Taxes -- Terminating the trust. Requires Library Card for access.

Contact

Phone

Within Massachusetts only

Within Massachusetts only

Online

Reference librarians online Chat with a law librarian 
Reference librarians via email masslawlib@gmail.com

Address

Administrative office (no law library at this location)
2 Center Plaza
9th Floor
Boston, MA 02108
Last updated: April 13, 2018

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