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Testimonials

Your ability to listen creatively gave us options we wouldn’t have known about, as well as organizing the material thoroughly. Your firm is thorough, responsive and state-of-the-art.
A.M.

The value of Dagmar’s services is in the personal care and attention given to clients from a knowledgeable practitioner.
R.T. & N.T.

Send questions to:

ClientServices@
PollexEstatePlanning.com

45 Braintree Hill Park
Braintree, MA 02184

Tel: 781.535.6490
Fax: 781.394.0305



Dagmar M. Pollex – Background & Experience


Dagmar M. Pollex is a graduate of the University of Delaware (B.A., Mathematics) and the Northeastern University Law School (J.D., 1974). She is a member of the Massachusetts Bar (1974), the United States District Court for the District of Massachusetts (1977) and the Supreme Court of the United States (1985).

Experience

We concentrate in comprehensive life and estate planning for individuals and their families, including trusts and estates, gifts, charitable planning, coordination of retirement and estate planning, planning for long-term care needs, asset protection and planning for family businesses.

Dagmar is a contributing author of the book, Love, Money and Control, published in February 2004, and has taught and spoken on many estate planning topics in continuing education seminars for financial advisors and CPA’s, as well as for the public.

Member

Massachusetts Bar Association.

Wealth Counsel, LLC a national organization of estate planning attorneys committed to collaboration among its members and education for the utilization of comprehensive and
sophisticated estate planning techniques.

Legacy Builders Institute; a network of attorneys trained in legacy tools and techniques to help clients create a personal family legacy.

Massachusetts Chapter, National Academy of Elder Law Attorneys, a national organization of attorneys dedicated to continuing education and delivery of comprehensive legal services for senior citizens.

Member of the Norfolk Plymouth Estate and Business Planning Council.

Milton Library Foundation – Board Member

Milton Council on Aging – Board Member