Challenge to TOD Designation Fails
Harry S. Margolis
The standard for capacity to sign a TOD designation is a bit higher than that for a will because it is considered a contract.
Menu
The standard for capacity to sign a TOD designation is a bit higher than that for a will because it is considered a contract.
A Massachusetts estate planning attorney was recently disciplined by the Massachusetts Board of Bar Overseers for reaching out to a client’s daughter when the client called to ask that her will to be changed to give her house, which was the only significant asset in her estate, to charity, rather than have it pass to her daughter and granddaughters.
The MA Appeals Court sets out the rules for rebutting the presumption of testamentary capacity. Margolis & Bloom, Wellesley and Boston, MA, 02481
Here are essential estate planning steps all seniors should take for their protection. Margolis & Bloom, Wellesley and Boston, MA, 02481
This webinar will discuss ways to ensure legal protection from Incapacity and undue Influence. Call our Wellesley office to learn more at 781-705-6400.
Capacity to sign legal documents depends on the nature of the document and corresponding circumstances. Margolis & Bloom, Wellesley, MA, 781-705-6400
6 red flags warn attorneys of the possibility of indue influence in the creation of a client’s estate plan. Margolis & Bloom, Wellesley, MA, 781-705-6400
Must anyone with mild cognitive decline have a neuropsychologist exam before signing legal documents? Margolis & Bloom, Wellesley, MA, 781-705-6400
Court compels the sale of a home in Nahant despite the seller’s claim of incapacity. Margolis & Bloom, Wellesley, MA, 781-705-6400
These strategies can help people with dementia continue to lead full lives for many years. Blog from Margolis & Bloom, Wellesley, MA, 781-705-6400
Contact Us
Margolis Bloom & D’Agostino
100 William Street, Suite 220
Wellesley, MA 02481
781-705-6400
Boston: 617-267-9700
Norwood: 781-769-3110
News + Events
Join us at 12pm EST on Thursday, April 13th for a live town hall with financial advisor, Nora Yousif and our partner, Patrica C. D’Agostino, as they
