in massachusetts what is a power of attorney

by Mr. Gregorio Parker PhD 4 min read

A power of attorney (POA) allows one person, the agent, to act on behalf of another, the principal. In the state of Massachusetts, like other states, a durable POA remains effective even after the principal is incapacitated. It allows the agent to act on behalf of the interests of the principal, without the need for court intervention.

A Power of Attorney [POA] in Massachusetts, as in other states, is the grant of power to an individual to make the decisions you ordinarily would make in matters of financial, and business. It is an essential part of an estate plan, especially if you have business interests at stake or financial assets.Oct 24, 2017

Full Answer

How to obtain power of attorney in Ma?

Learn about the power of attorney. A power of attorney document allows someone that you select (your “attorney-in-fact” or “agent”) to act on your behalf in financial matters. It is common for a deploying servicemember to sign a power of attorney document that assigns a family member or friend as servicemember's attorney-in-fact. When a person acts as your attorney-in-fact, that …

Is your Massachusetts durable power of attorney still valid?

A power of attorney allows you to appoint someone to make decisions about your financial or medical matters if you ever become incapacitated or unavailable. Learn how to how to make a POA for finances in Massachusetts.

How to get power of attorney?

Feb 09, 2021 · The powers granted extend to any matter affecting the tax type and period specifically referred to in the power of attorney unless the taxpayer limits the powers. Generally, a representative having a power of attorney can perform any act that can be performed by the taxpayer, unless the taxpayer indicates specific exclusions to these general powers on the …

What is a general durable power of attorney?

Jun 17, 2019 · A power of attorney (POA) is a written document in which you (the “principal”) authorize a trusted individual whom you select (your “attorney-in-fact” or “agent”) to act on your behalf. There are several types of POA: Limited POA: This gives someone the authority to act on your behalf in specific situations or for limited time periods.

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How does a power of attorney work Massachusetts?

In the state of Massachusetts, naming an agent as durable power of attorney allows an individual to determine who will make financial decisions on the principal's behalf, even after they become incapacitated. Without it, a Massachusetts court appoints a guardian to make decisions on the principal's behalf.

Do I need a lawyer for power of attorney in Massachusetts?

The person making a power of attorney must be of sound mind. The exact contours of this mental capacity requirement are open to interpretation by Massachusetts courts. If you're helping someone make a POA and you're not sure if they meet the mental capacity requirement, you should consult a lawyer.

What rights do power of attorney have?

A power of attorney gives the attorney the legal authority to deal with third parties such as banks or the local council. Some types of power of attorney also give the attorney the legal power to make a decision on behalf of someone else such as where they should live or whether they should see a doctor.

What is the rule of power of attorney?

Every act performed by the agent within the authority of the Power of Attorney is legally binding upon the persons granting it. A power of attorney must be given only to a trustworthy person, and only when it is absolutely necessary.

Does Massachusetts require witnesses on a power of attorney?

What is the law on durable power of attorneys in Massachusetts? The law states that the durable power of attorney should have been assigned in writing on a signed document, with two witnesses present. They must be over 18, mentally competent and with no undue influence.Mar 22, 2018

How do I obtain power of attorney in Massachusetts?

How to Get Power of Attorney in MassachusettsThe POA document must list the: name, SSN, and address of the principal. name and full contact information of the agent(s) date of the agreement. ... Witness Requirements: The POA document must be signed by the principal and either a notary public or two disinterested witnesses.

What three decisions Cannot be made by a legal power of attorney?

Are there any decisions I could not give an attorney power to decide? You cannot give an attorney the power to: act in a way or make a decision that you cannot normally do yourself – for example, anything outside the law. consent to a deprivation of liberty being imposed on you, without a court order.

Can a family member override a power of attorney?

The Principal can override either type of POA whenever they want. However, other relatives may be concerned that the Agent (in most cases a close family member like a parent, child, sibling, or spouse) is abusing their rights and responsibilities by neglecting or exploiting their loved one.Nov 3, 2019

Does next of kin override power of attorney?

No. The term next of kin is in common use but a next of kin has no legal powers, rights or responsibilities.

How long is a power of attorney valid for?

It must be signed by the grantor and 2 witnesses and will remain valid until such time as it is revoked, when the mandate is completed or where the agent or grantor passed away, is sequestrated or becomes mentally unfit.Aug 28, 2019

What are the advantages of power of attorney?

Provides the ability to choose who will make decisions for you (rather than a court). If someone has signed a power of attorney and later becomes incapacitated and unable to make decisions, the agent named can step into the shoes of the incapacitated person and make important financial decisions.Apr 15, 2019

What are the two different types of power of attorney?

There are different types of power of attorney and you can set up more than one.Ordinary power of attorney.Lasting power of attorney (LPA)Enduring power of attorney (EPA)Jan 13, 2022

Can a DOR release tax information?

In General. To protect the confidentiality of tax records, Massachusetts law generally prohibits the Department of Revenue (“DOR”) from disclosing tax return information to anyone other than the taxpayer or his or her representative. G.L. c. 62C, § 21 (a). In general, DOR can only release tax information ...

Does DOR require a power of attorney?

While DOR generally requires Form M-2848, DOR may, in very limited circumstances, accept an alternative to Form M-2848 at its discretion if the alternative contains information similar to that requested on Form M-2848. Alternative power of attorney forms may be subject to additional review and may cause a delay in processing. Any questions involving the validity of a power of attorney or other written authorization should be referred to a disclosure attorney in the Litigation Bureau by calling (617) 626-3225.

Is there a central power of attorney office?

There is no central power of attorney office within DOR. It is not necessary to file a power of attorney with DOR unless the taxpayer is currently involved in a matter requiring contact with DOR employees. Usually, the power of attorney will follow the taxpayer's file through the various offices of DOR. The taxpayer may, however, be requested ...

What is a power of attorney?

A power of attorney (POA) is a written document in which you (the “principal”) authorize a trusted individual whom you select (your “attorney-in-fact” or “agent”) to act on your behalf. There are several types of POA: 1 Limited POA: This gives someone the authority to act on your behalf in specific situations or for limited time periods. 2 General POA: This grants someone the authority to conduct all affairs on your behalf. 3 Durable POA: This authorization remains effective even if you should become disabled or incapacitated, and can provide one of the most important benefits of a POA. If the POA is not durable, it will automatically be revoked when you become disabled—and if you become disabled or incapacitated, that is just when you need the assurance that another can act on your behalf. 4 “Springing” or “springing durable” POA: This type of appointment only “springs” into being or becomes effective when needed, at some future date or upon some future occurrence, usually when you become incapacitated.

What is a durable POA in Massachusetts?

In Massachusetts, as provided under the Massachusetts Uniform Probate Code, a durable POA: Can be general or specific. In a specific durable POA, the agent is authorized to act only in certain capacities, which the POA document must describe in detail. A general durable POA grants broader powers to the agent, allowing him or her to act in ...

How to revoke POA?

To revoke your POA, notify your attorney-in-fact in writing, and ask them to return any copies of your POA document to you. You should also notify any others that may have received the document, including the MTRS, in writing, that you have revoked your POA.

When does a POA take effect?

Can take effect immediately on signing by the principal (known as a “present” power of attorney) or at a later time. A document that becomes effective only when needed, for example, if and when the principal suffers an incapacitating illness or injury, is known as a “springing durable” POA.

What is a durable POA?

A general durable POA grants broader powers to the agent, allowing him or her to act in a variety of matters, from financial decisions to health care, or to complete your biennnial MTRS Benefit Verification Form. Can take effect immediately on signing by the principal (known as a “present” power of attorney) or at a later time.

What does a court appointed guardian do?

The court will appoint a guardian to make decisions, sign documents and handle your health, business and family decisions, and take charge of your property and assets. A court-appointed guardianship means additional expense and legal complications for you and your family, as well as uncertainty over the outcome of any probate matters.

Can a POA be revoked?

A durable POA may contain an expiration date, beyond which it lapses. It also may be revoked as long as the principal is not incapacitated. If the principal is incapacitated, a legal guardian would have the power to revoke the document. The POA is at all times answerable to a court-appointed legal guardian or fiduciary.

Differences between limited and general authority

In the state of Massachusetts, a power of attorney can be either limited or general in scope. Limited authority exists for a specific purpose described in the document itself. For example, it could be a real estate transaction or the management of a certain account.

Understanding the language in the document

The language used is extremely important. In the state of Massachusetts, language such as "this power of attorney will survive and not be affected by the disability or incapacity of the principal" is necessary. The language does not need to be exact, but it must clearly state that the power does not end with the disability of the principal.

What happens when no durable power of attorney exists

If a principal does not have one and becomes incapacitated, the Massachusetts Probate Court has legal authority over the principal. The court appoints a guardian to oversee the affairs. This would include making financial decisions, signing documents, making healthcare decisions, and controlling the principal's property and other assets.

How Does a Massachusetts Power of Attorney Work?

A power of attorney (POA) is a legally binding document that grants the power to an individual (or several individuals) to make decisions in your stead. The involved parties are the:

What Is a Durable Power of Attorney in Massachusetts?

If you use a durable purchase agreement when granting permission to your agent, you should be aware that those powers don’t cease to be valid after you become incapacitated. The agent continues to have authority over your assets and other businesses until you pass away.

How To Get a Power of Attorney in MA

We’re going to explore several options for getting a power of attorney in Massachusetts:

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Differences Between Limited and General Authority.

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In the state of Massachusetts, a power of attorneycan be either limited or general in scope. Limited authority exists for a specific purpose described in the document itself. For example, it could be a real estate transaction or the management of a certain account. General power, however, grants the agent broad authority over th…
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Understanding The Language in The document.

  • The language used is extremely important. In the state of Massachusetts, language such as "this power of attorney will survive and not be affected by the disability or incapacity of the principal" is necessary. The language does not need to be exact, but it must clearly state that the power does not end with the disability of the principal. However, there are times when the power may contai…
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What Happens When No Durable Power of Attorney exists.

  • If a principal does not have one and becomes incapacitated, the Massachusetts Probate Court has legal authority over the principal. The court appoints a guardian to oversee the affairs. This would include making financial decisions, signing documents, making healthcare decisions, and controlling the principal's property and other assets. The court frequently appoints a family mem…
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