In the case of Barbetti v. Stempniewicz, the Massachusetts Supreme Judicial Court rules that a specific power of attorney did not allow the creation of a revocable trust, but chose not to address the question of whether such a power may be created, leaving that to the legislature to decide.
In Matthew Sacks v. Nancy Dissinger the Massachusetts SJC limits the one-year statute of limitations on challenges to trusts to claims of invalidity
Due to the “staleness doctrine” of many financial institutions, revocable trusts often work better than durable powers of attorney for incapacity planning.
Learn about revocable trusts & annuities for seniors in this fascinating episode of the AskHarry podcast. Margolis & Bloom, Wellesley and Boston, MA, 02481
Older women are often targets of scams & elder abuse. Respectful steps can be taken to protect them. Margolis & Bloom, Wellesley and Boston, MA, 02481.
CA court holds that Post-it note with grantor’s signature is not sufficient to constitute a trust amendment. Margolis & Bloom, Wellesley, MA, 781-705-6400
‘Second Home Savvy’ authors Tim Borchers of Borchers Trust Law and Chris Cahill of 12 Points Wealth Management talk to Harry Contact us at 781-705-6400.
A durable power of attorney, health care proxy, will, and HIPAA release can provide great benefits. Margolis & Bloom, Wellesley and Boston, MA, 02481.
While the “reading of the will” occurs in movies, it doesn’t actually happen in the real world. Yet an estate meeting can be a very good idea.
The California case of Kucker v. Kucker holds that a general assignment to a revocable trust includes shares of stock even though they were not retitled.
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Learn all the law you need to know to work with your older clients and those with disabilities. You’ll also receive four CEU credits. About
