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, this Monday. Learn what you need to know about the new increase in estate tax in Massachusetts. Noon, tune in.