life estate - margolis-bloom-dagostino-wellesley-estate planning

Can You Borrow on a Life Estate?

One of the principal planning techniques to protect a home from the potential costs of long-term care is to put it into a life estate. Like anything else in the law, life estates have their benefits and consequences.

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Can Agent Under DPA Create a Trust?

The Massachusetts Supreme Judicial Court in Barbetti v. Stempniewicz rules that an agent under a durable power of attorney may not create a trust on behalf of a grantor if that power is not granted in the DPA document, but does not rule on whether such a trust may be created if the power is granted.

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