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About Dagmar
Practice Areas
4
Practice Areas
Estate Planning
50%
30 years
Elder Law
30%
28 years
Probate
10%
48 years
Wills and Living Wills
10%
48 years
Fees and Rates
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Chat withLicenses
Licensed in Massachusetts for 51 years
State: Massachusetts
Acquired: 1974
No misconduct found
Location
Cody, Cody & McCarthy LLC
1 Pine Hill Drive, Suite 501, Quincy, MA, 02169
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Dagmar Pollex's Reviews
Avvo Review Score
5 Client Reviews
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Practice Areas
Showing 1 - 4 of 4 reviews | Practice Area Knowledge
Posted by anonymous | January 22, 2014 | Estate Planning
Estate Plannng Program
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 pertai...
Posted by Glenn | May 27, 2013 | Estate Planning
Review of Attorney Dagmar Pollex
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 mot...
Posted by Rochelle | May 26, 2013 | Estate Planning
My experience working with Dagmar Pollex
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...
Posted by Gerri | October 20, 2009 | Elder Law
Dagmar Pollex
Ms. Pollex is one of the most professional, responsive, and knowledgeable lawyers I have worked with. My first encounter was through a recommendation from my account for a good Elder Care lawyer for my mother. After meeting Dagmar, at which time I immediately established trust that my mother's esta...
Dagmar Pollex's Lawyer Endorsements
"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."
"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."
"I highly recommend Dagmar. She is an excellent skilled estate attorney."
"Dagmar is well respected by her estate planning colleagues. She truly cares about her clients and their families. Anyone working with Dagmar will appreciate her intellect and kindness."
"Dagmar communicates intelligently about relevant matters in a pragmatic fashion. Experienced and realistic, Dagmar understands estate planning is not just about fees, taxes and documents, but rather about people and their need to understand and control their property and money during their lives and after they are no longer here."
"I have known Dagmar for several years. I have always found her to put her Clients interests first. She is in an elite group of attorneys that is legally very well versed and able to relate to her Clients on all levels. Dagmar has the ability to ask the right questions so the Clients needs are met. This is true even when the Client is unable to articulate them directly. I would feel comfortable having Dagmar do the estate plan for anyone in my family. I whole heartily and thoroughly endorse this lawyer."
"I endorse Dagmar. She has the knowledge, experience and interpersonal skills to guide her clients through the planning process to ensure that their families and their assets are well process."
"I endorse this lawyer. She is a top notch attorney who is active in educating the community about the importance of estate planning."
"I endorse this lawyer. Dagmar provides incapacity and estate planning. The services Dagmar provides for her clients include sophisticated trusts, gift planning, philanthropy planning, retirement planning, long-term care planning, asset preservation planning and business planning. I met Dagmar in a professional organization in which we were both members. I got to see first-hand how astute she is in providing a personal touch to her clients. Dagmar is continually updating her education and training. Dagmar is known for reaching out to other professionals, such as CPAs and CFPs. She does this through her teaching seminars. She shares with these professionals how comprehensive planning is essential for clients to have an estate plan that will work. Dagmar is a top tier attorney."
"Dagmar is an outstanding and knowledgable estate attorney. She is provides excellent legal advice for her clients. I highly recommend Dagmar."
"I have known Dagmar for more than 15 years, through our mutual involvement in various national estate planning organizations for attorneys. I have had the opportunity to get to know Dagmar well, and I endorse her wholeheartedly. If I had friends or family in her community, I would not hesitate to send them to Dagmar and would feel confident they would be in excellent hands."
"I endorse this lawyer."
"Dagmar is a very well respected attorney in the estate planning arena. I have looked to her work for guidance for my own practice in the past and wholeheartedly recommend her."
"I endorse this lawyer. I've known Dagmar for about 10 years. She is smart, smiling, diligent and experienced. She is exactly the type of person (and lawyer) you want to have available during difficult times. I think she helps people make good decisions, regardless of the difficulty of the situation."
"Dagmar and I serve together on the Massachusetts Forum of Estate Planning Attorneys Board of Directors. I have also relied upon Dagmar for advice and support in my own practice. I know firsthand of her knowledge and competence when it comes to estate planning. Dagmar is always helpful, warm and friendly. I highly recommend and endorse her!"
"Dagmar's love for what she does shows through her compassion and caring for her clients. She has the high level of experience clients must require in an Estate Planning attorney to create a well thought out plan. The extra that she does for her clients as well as her fellow attorneys is exceptional! I would not hesitate for a moment in encouraging others to seek out her services."
"I have known Dagmar for many years. She is a terrific Estate Planing lawyer. If I lived in Massachusetts would use her!"
"Dagmar and I have been colleagues for 13 years and I would definitely refer a loved one or client to her for all estate planning related matters. She is highly educated, knowledgeable, empathetic, caring, and thorough. I have confidence that her clients sleep well at night, knowing that Dagmar has helped them to protect themselves as well as their families."
"I endorse this lawyer. She clearly knows her stuff. A bright, knowledgeable, no-nonsense practitioner in a very complex field."
"It is my pleasure to offer a recommendation for Dagmar Pollex. We have worked together on legal projects and I have referred clients to her for estate planning. She is a caring person with a talented legal mind. Roberta S. Kuriloff, Esq. Ellsworth, Maine"
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Experience
Honors
2016
5 Star Financial Professional, Five Star Professional
2010
Charter Member, Elder Care Matters
2003
Advanced Estate Planning, Esperti Petersen
Work Experience
1980 - 1992
Clinical Instructor, Suffolk University Law School
1976 - 1981
Special Attomey General, Commonwealth of Massachusetts
Associations
2013 - Present
MA Forum of Estate Planning AttorneysBoard of Directors
2005 - Present
Wealth Counsel, LLCMember
2000 - Present
MA Chapter - National Academy of Elder Law AttorneysMember
2016 - 2017
MA Forum Wealth CounselPast Prresident
2003 - 2007
Milton Council on AgingAssociate Director
2000 - 2013
Milton Library FoundationDirector
Education
2003
Esperti Petersen Institute
Certificate
1974
Northeastern University School of Law
JD - Juris Doctor
N/A
University of Delaware
BA - Bachelor of Arts
Speaking Engagements
2011
Estate Planning Day
Do I Have An Estate Tax Problem?
2008
Continuing Education for CPA's
Elder Law and Estate Planning
2008
Community Education
Planning For Your Legacy
2007
Milton Hospital Community Education
Plans That Work - Protecting Your Lifestyle and Your Family
Publications
2003
Love, Money, Control
CoAuthor
Languages
English
Activity
Legal Answers
Legal Guides
Legal Answers
Q&A
How do I transfer savings bonds into my Trust?
08 Apr 2014
Q&A
Can a will override a joint bank account?
19 Dec 2013
Q&A
Can I give my house and land to one of my adult children?
14 Sep 2013