Planning for Life

Your Must-Have Checklist if You Need Guardianship When Your Child with Special Needs Turns 18

Posted by Rebecca J Benson on January 30, 2018

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By Rebecca J. Benson

Every child automatically becomes an “adult” in the eyes of the law as soon as the child turns 18 – an unnerving thought for many parents.  Parents of a special needs child need to consider whether their child will need a legal guardian, even after turning 18.  Our comprehensive “how-to” checklist will help you determine whether guardianship is needed and outline the steps for obtaining the necessary Massachusetts court appointment:

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Topics: Special Needs Child, special needs planning, guardianship, proxy, disability

How Many Agents Do You Have?

Posted by Harry S. Margolis on January 24, 2018

By Harry S. Margolis

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You may have a lot of people who you have appointed to act for you at various times who are your agents. And you may be an agent for a number of other people without thinking about it, or perhaps without even knowing about your role.

Agency relationships can be created in a myriad of ways. Some come about formally via specific nomination in an estate planning document, while others result from a position of trust and authority created in less formal ways. Here are some of the agents you may have or roles in which you may serve:

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Topics: trustee, proxy, durable power of attorney

Can You Name More Than One Person on a Health Care Proxy?

Posted by Harry S. Margolis on November 28, 2017

By Harry S. Margolis

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We advise all of our clients to name an agent under a health care proxy to make health care decisions for them when and if they cannot do so for themselves. Many clients want to name more than one person to this role.

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Topics: health-care decision making, proxy

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