Last year, the SJC issued a decision limiting the power of an agent under a Durable Power of Attorney to engage in estate planning on the principal’s behalf. Laura Goodman reviews the case, discusses how it may limit the powers of an attorney-in-fact, identifies provisions you need in a Durable Power of Attorney to avoid common pitfalls, and discusses when it’s appropriate to turn to the probate court for estate planning needs.
Webinar Recording – Navigating the New Mass Estate Tax
Webinar, this Monday. Learn what you need to know about the new increase in estate tax in Massachusetts. Noon, tune in.
