|Award name||Grantor||Date granted|
|5 Star Financial Professional||Five Star Professional||2016|
|Charter Member||Elder Care Matters||2010|
|Advanced Estate Planning||Esperti Petersen||2003|
|Clinical Instructor||Suffolk University Law School||1980 - 1992|
|Special Attomey General||Commonwealth of Massachusetts||1976 - 1981|
|Association name||Position name||Duration|
|MA Forum of Estate Planning Attorneys||Board of Directors||2013 - Present|
|Wealth Counsel, LLC||Member||2005 - Present|
|MA Chapter - National Academy of Elder Law Attorneys||Member||2000 - Present|
|MA Forum Wealth Counsel||Past Prresident||2016 - 2017|
|Milton Council on Aging||Associate Director||2003 - 2007|
|Milton Library Foundation||Director||2000 - 2013|
|Love, Money, Control||CoAuthor||2003|
|Esperti Petersen Institute||Advanced Estate Planning Strategies||Certificate||2003|
|Northeastern University School of Law||Law||JD - Juris Doctor||1974|
|University of Delaware||Mathematics||BA - Bachelor of Arts||N/A|
|Estate Planning Day||Do I Have An Estate Tax Problem?||2011|
|Continuing Education for CPA's||Elder Law and Estate Planning||2008|
|Community Education||Planning For Your Legacy||2008|
|Milton Hospital Community Education||Plans That Work - Protecting Your Lifestyle and Your Family||2007|
Posted by anonymous
Dagmar Pollex took me on as a client in 2005. She set up my Estate Planning Program and
Trust so I am now confident that if I can no longer handle my own affairs I can rely on her as my Attorney and Executor to see that my financial affairs are taken care of, my bills are paid, and matters pertaining to my health care are in capable hands. I am 95 years old and knowing that Dagmar Pollex will be taking care of my financial and health affairs no longer worry about the future.
Posted by Glenn
I have been a client of Dagmar Pollex for more than 10 years and have always been very satisfied with her thoroughness, detail and knowledge which she has provided my family throughout the years. Her sound judgement and thorough review of my estate needs has been reassuring. Ms. Pollex handled my mothers complete estate plan as well as my own.
Posted by Rochelle
My husband and I have worked with a few lawyers since our marriage 39 years ago. When my husband's business became quite lucrative and we were , also, advancing in age , we decided we needed more legal advise than our present lawyer was providing for us. We learned about Dagmar through a business acquaintance and from our first meeting, we knew her office was where we needed to be. She began with discussing our future plans and continued with health care proxies , guardianships, and wills. Because there was a divorce with four children involved our combined estate became a little confusing to me. She patiently ( extremely patiently) explained all our choices and helped us set up protection for all four daughters in terms of the business including an insurance policy to protect our assists. She then divided our property so our two daughters would be our primary beneficiaries of our private estate. She continued working with us and began to set up trustees and trust funds. She has not needed to do any court cases for us . But we are able to feel very confidant that all our wills, estate plans, and most importantly, our desires for after our deaths are written and acknowledged by both my husband and myself. Dagmar made us feel very comfortable in her office and explained every option in clear and precise fashion including her very knowledgable suggestions. She sends us a monthly newsletters with new tax regulations which could affect how we manage our estate and is always vert responsive to our phone calls and questions. Dagmar is very social and our meetings with her always include updates on our travels, families, and future plans. Unfortunately, my husband has been diagnosed with Parkinson's Disease and the fact that I have Dagmar as my lawyer, I feel better knowing she will be here for me as future plans and needs arise. I cannot recommend a nicer, knowledgable, confident person than Dagmar Pollex to be our personnel attorney.
Michael Potter, Estate planning Attorney
Relationship: Fellow lawyer in community
Dagmar brings talent & compassion to the work she does. She helps her clients at one of the most critical stages of life. She is a credit to the legal profession and we need more like her. As a colleague, I am happy to endorse her.
Jonathan Frank, Estate planning Attorney
I endorse this lawyer. I have known Dagmar for over 15 years. We share membership in several well-known national estate planning and elder law organizations. She is highly competent in her fields and is very insightful in understanding clients and their needs.Her vast experience in estate planning and elder law allow her to offer unique solutions to her clients.
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