July Smart Counsel Series – The Role of the Fiduciary

Join us for the next presentation in our Smart Counsel Series on Thursday, July 20, 2017, from 6:00 pm to 7:30 pm at our office at 858 Washington Street, Dedham, Massachusetts, for our program on The Role of the Fiduciary.

Perhaps you have been named as Trustee for a friend or relative, or maybe your parents have told you that you will be the Personal Representative (executor) of their estates, or that you are named as the Attorney-in-fact under a Durable Power of Attorney.  While you may feel honored to have been chosen to fill these important roles, you may also have questions about what it means to serve in these roles.  What happens upon incapacity or after death?  What needs to be done and why?  When should it be done and how long will it take?

If you are named as a Trustee, Personal Representative, or Attorney-in-fact, or if you want to have a better understanding of the duties the people you have named in your documents will need to perform, join Attorneys Suzanne R. Sayward and Maria C. Baler for a discussion of these important roles.  We encourage you to bring one or more of the people you have named in your estate plan with you, along with your questions.

Wine, cheese and other light refreshments will be served.  Contact Kenzie Sayward at 781/461-1020 or to reserve a spot for you and a friend.

The program is free but space is limited so don’t delay!

Save the dates for our upcoming Smart Counsel Series Programs:

  • Thursday,  September 14, 2017, from 6:00 pm to 7:30 pm.

Details on the topics to be presented will be posted here so check back often!

June 2017 Quarterly Fun