Here's what's been happening at Samuel, Sayward & Baler LLC!
Our Attorneys Get Out and About
Attorneys Baler and Greenfield discussed
Managing Incapacity: Powers of Attorney, Health Care Proxies, Guardianship & Conservatorship
at the Westwood Senior Center on Monday, November 4th at 10:00
Attorney Sayward attended the NAELA Summit on November 14th and 15th in Washington, D.C. See her article above for more information.
On December 5th, Attorney Baler attended an American Bar Association teleconference hosted by Dedham Institution for Savings about the Recent Developments in Estate and Trust Administration.
Attorneys Sayward and Baler attended a seminar on December 10th on Hitching The Estate Plan Wagon To The Right Horse: Who Should Be The Trustee?
Attorney Poole hosted a presentation about The differences between Wills and Trusts, and their advantages and disadvantages at the Dedham Senior Center on January 30th.
Attorney Baler will be presenting about Ten Steps to Peace of Mind: What are the most important things you can do to make it easy on those you love when you are no longer around? at the Westwood Council on Aging on February 10th at 10:00 a.m. Please contact the Westwood Council on Aging at (781) 329-8799 for more information if you are interested in attending.
Attorney Poole will be doing a Special Needs Presentation with Attorney Annette Hines to a Suffolk University Law School class on Thursday, February 13th.
Attorneys Sayward and Poole will be attending the 2020 Elder Law Institute on Friday, March 6th focusing on The Physical, Social and Legal Challenges of Assisting Younger Clients Needing Complex Care in Massachusetts.
Attorney Baler will be doing a presentation with
realtor Roberta Hershon, financial advisor Brett Goverman, and 2Sisters Senior Living Advisors
Navigating Elder Care Without Losing Your Sanity - A Panel Discussion for Adult Children and Seniors
on Tuesday, March 10th at the Dedham Endicott Library and on Wednesday, March 11th in Newton. Please contact the Dedham Library, or check with us for more information about the Newton presentation when it becomes available.
Attorneys Sayward, Baler and Poole have also been attending many seminars, watching webinars, and reading as much as they can about the SECURE Act to ensure they are fully informed on the significant changes this law has made to the rules governing inherited retirement accounts, so that they can properly advise our clients on changes that may be necessary to their estate plans in light of the SECURE Act provisions.
Smart Counsel Series Presentations
Our last presentation, What You Should Know About Home & Auto Insurance: How to Protect Yourself, Your Kids & Your Property was a huge success! A big thank you to John Browne of the
Corcoran & Havlin Insurance Group
with offices in Wellesley, Medfield and Duxbury, and Attorney Dina B. Browne, a partner in the law firm of
Bletzer & Bletzer, P.C.
for coming in and sharing their knowledge with us.
Our next presentation in our Smart Counsel Series is on Thursday, March 19, 2020, from 6:00 to 7:30 p.m. at our office at 858 Washington Street, Dedham, Massachusetts. We will plan to discuss the SECURE Act and its impact from a planning and income tax point of view. Watch your inbox for further information!
Attorney Ong left the firm on January 17 to pursue new opportunities. We wish her all the best!