Legal Opinion

Michaud v. Forcier

Massachusetts Appeals Court

Decided October 5, 2010No. 09-P-392PublishedCited by 2 opinions

1Opinion of the CourtMcHugh, J.

As her years were advancing, Marianna Forcier (Marianna) placed her real estate in a nominee trust (trust), under the terms of which she retained a life estate in the property *12and her daughter, granddaughter, and grandson were remainder beneficiaries in equal shares. Later, however, Marianna made an inter vivos conveyance of some of the real estate to her granddaughter. A Probate and Family Court judge found that Marianna intended that conveyance to be in lieu of her granddaughter’s inheritance and ordered the granddaughter’s removal from the schedule of trust beneficiaries. The judge also…

2Cases cited11 opinions

  1. Markell v. Sidney B. Pfeifer Foundation, Inc.Massachusetts Appeals Court · 1980
  2. Demoulas v. DemoulasMassachusetts Supreme Judicial Court · 1998
  3. Kerwin v. DonaghyMassachusetts Supreme Judicial Court · 1945
  4. Beaton v. Land CourtMassachusetts Supreme Judicial Court · 1975
  5. Walker v. WalkerMassachusetts Supreme Judicial Court · 2001

6 more not listed; retrieve them via the Exa API.

3Cited by2 opinions

  1. Cmfg Life Insurance Company; Cuna Brokerage Services, Inc.; And Cuna Mutual Insurance Agency, Inc. v. Earnest Consulting Group, LLC; Commonwealth Financial Corporation; Om Financial Group, LLC; Bruce Bauer; Brooks Berardi; Michael Bremer; John EllisMassachusetts Superior Court · 2025
  2. Financial Freedom Acquisition, LLC v. LarocheMassachusetts Superior Court · 2015

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