In the Matter of the Estate of Stacy Stacy v. Stacy (2019)

Citation: In the Matter of the Estate of Stacy Stacy v. Stacy (2019)
Parent Document: In the Matter of the Estate of Stacy Stacy v. Stacy (2019)
Jurisdiction: Massachusetts (state)
Effective Date: 2019-11-08
Original Source: https://www.courtlistener.com/opinion/4677576/in-the-matter-of-the-estate-of-... ↗

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21The personal representative also argues that pursuant to
Bongaards v. Millen, 440 Mass. 10, 17 (2003), because the Pigeon
Trust was created by a third person, the trust assets should not
be considered part of the decedent's probate estate. Although
Bongaards is distinguishable in several respects, for our
purposes it suffices to say that Bongaards addresses a trust
with a schedule of contingent beneficiaries that did not
designate the decedent's estate as the contingent beneficiary.
Id. at 12. Accordingly, we discern no merit in the personal
representative's argument.

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