Our New Video Series Is Here!

Dear Friends,

We at Eckert Byrne hope you are having a splendid start to the New England summer! While it seems to be a busy time for all of us with graduations, travel, weddings, and so on – I wanted to take this opportunity to announce the exciting news that Attorney Eileen Curtin, who oversees our Estate Administration practice, has just released a video series about disability administration.

We have recently started seeing more clients who are experiencing cognitive and physical disabilities necessitating the use of their documents by their named fiduciaries. There are lots of questions that have arisen in the context of these recent client experiences and Eileen’s videos provide some clarity about how key documents work during a period of disability.  Eileen addresses questions such as, when should I be concerned about a disability? What documents should I give my chosen agents? And, what is the difference between a temporary disability and permanent disability?

If you would like to see this five-part series, you can find it on our Eckert Byrne YouTube page here.

Eileen’s series also details what some of the available disability documents functions are. If you have your own estate plan, or are listed as an agent in another individual’s, it is prudent to familiarize yourself with these documents that concern disability, such as the Health Care Proxy, HIPAA form, and Power of Attorney, just to name a few.

One of the goals of this series is also to remind those with a plan to alert the individuals that you’ve named in these documents. We have seen recent cases in which a chosen agent does not know they are named in someone’s documents. This leads to confusion and slows decision making.

We’ve provided in the video series, and on our website, ways in which to meet with us to ensure your plan is up to date and sound. Offerings such as our Family Legacy Meeting are a great way to introduce your chosen agents to us and be sure they know their role in case of incapacitation or disability. To set up such a meeting, you may contact Eileen’s assistant, Chase Souders, at [email protected] or by giving us a call at (617) 453-9001.

We look forward to continuing to serve your estate’s needs and hope you stay cool as the summer heat rolls in!