McKenzie & Associates, P.C.  | 183 State Street, Suite 6, Boston, MA 02109  | Tel: (617) 723-0400  | Fax: (617) 723-7234  | business@mckenzieassociatespc.com

ESTATE PLANNING & PROBATE

In our Estate Planning practice, we represent clients ranging from modest to multimillion-dollar estates. We assist families in ensuring that their assets are transferred according to their specific intentions, are protected from creditors and unnecessary tax consequences, and are preserved for the next generation.

 

In Our Probate practice, we counsel families through the estate administration process, helping them to implement estate plans, or guiding them through the intestacy process. We efficiently administer the probate process while aiming to maintain cordiality and civility among family members. We have also litigated contentious matters such as identification of heirs at law, will contests, paternity contests, accountings, breaches of fiduciary duty, and equity matters—at one time our firm maintained the largest case portfolio of equity matters then-pending before the Suffolk County Probate and Family Court. Our ability to bring intrafamily disputes to resolution is evidenced by the fact that we frequently serve as court-appointed personal representatives, guardians, or conservators in such matters.

 

Click below to learn about some of the probate cases in which we have assisted families, corporate trusts, and other entities.

McKenzie & Associates, P.C. counsels our Estate Planning and Probate clients to implement their wealth transfer wishes, and guiding them through the estate administration process to foster cordiality among family members

Court Appointed Master and Commissioner

Counsel: Denzil D. McKenzie

Attorney Denzil McKenzie is certified for appointment by the Massachusetts Family and Probate Court as master, guardian ad litem and partition commissioner. To qualify for these appointments, attorneys are required to take court specified continuing legal education courses on an annual basis. In these capacities, Attorney McKenzie represents the interests of incompetent or unascertained individuals in fiduciary, estate guardianship, conservatorship, and real estate matters in the Suffolk County and Middlesex County Probate Courts as well as the Land Court. Masters and special masters perform specific tasks that the court lacks the personnel to perform. Guardian ad items are appointed to perform fact finding tasks and submit a report with recommendations to the court. Partition commissioners are appointed to partition properties that are the subject of disputes among property owners. If the subject property can be physically partitioned, such as in a recent dispute between two owners concerning a six-storefront property, the commissioner will help the parties to divide the property among themselves. If the property cannot be physically partitioned or the parties cannot agree to a physical partition, the commissioner will sell the property, pay the costs of the sale and report to the court with recommendation on the division of the sale proceeds. This depends on the scope of the court’s order of appointment.

Attorney McKenzie has served in all of these capacities for over 12 years and has received over 40 appointments during this period. He has successfully (or efficiently and effectively) performed the duties and responsibilities associated with each appointment.

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Trust Termination

Wells Fargo Bank, N.A.

Counsel: Denzil D. McKenzie, Chiazor A.N. Okagbue

Represented of Wells Fargo Bank, N.A. in the termination of 250 small trusts in Massachusetts. The number of filings required in this engagement resulted in the firm maintaining the largest case portfolio of equity matters pending before the Suffolk County Probate and Family Court.

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