MORE QUESTIONS?

WEBINAR – Understanding Incapacity & Undue Influence and Ways to Ensure Legal Protection

Undue Influence - legal protection - Margolis-and-Bloom

Most estate planning matters present no issues of potential undue influence or incapacity. But some do, requiring the lawyer to take extra steps to ensure that the client is not subject to undue influence. In this webinar, Harry Margolis discusses the red flags and the steps the lawyer must take to protect the client and assist her in reaching her goals. View Here
Recent Posts
Tags
2021 (726) aging (12) Aging Population (13) asset protection (23) assisted living (12) baby boomers (28) capital gains taxes (13) Caregivers (22) caregiving (23) coronavirus (11) disability (12) durable power of attorney (22) elder care (17) elder law (22) Estate Planning (192) estate taxes (42) financial planning (11) growth of elderly population (12) guardianship (20) health-care decision making (11) health care proxy (12) home care (19) incapacity (17) income taxes (13) Legal profession (16) life estate (11) long-term care insurance (18) long-term care planning (102) MassHealth (109) MassHealth planning (66) Medicaid (13) Medicare (24) nursing homes (45) probate (17) Probate Estate Administration (17) Retirement Planning (46) revocable trust (14) seniors (15) social security (23) special needs planning (79) Special Needs Trust (17) trustee (17) trusts (65) will (23) will in massachusetts (14)

Contact Us

Margolis Bloom & D’Agostino
100 William Street, Suite 220 
Wellesley, MA 02481
781-705-6400

Twitter Facebook Linkedin

News + Events

Sign Up for Our Newsletter

Subscribe
©2023 Margolis Bloom & D’Agostino. All rights reserved. Privacy Policy. Terms of Service. Disclaimer.
©2023 Margolis Bloom & D’Agostino.
All rights reserved. Privacy Policy. Terms of Service. Disclaimer.

Newsletter Sign Up

Contact Us

Contact Haley

Contact Steven

Contact Sarah Henry

Contact Michael

Contact Sarah Hartline

Contact Laura

Contact Patricia

Contact Jeffrey

Contact Harry