Events

Margolis & Bloom Launches New Podcast Series - AskHarry Hosted by Harry S. Margolis

Posted by Beth Cohen King on Apr 9, 2019 11:03:24 AM


See release on PR Newswire

WELLESLEY, Mass., April 8, 2019 /PRNewswire/ -- Margolis & Bloom, an estate, special needs and long-term care planning law firm, recently launched a new Podcast Series called AskHarry. Harry S. Margolis, founding and co-managing partner at Margolis & Bloom, has been answering your elder law, special needs and estate planning questions on line at AskHarry.info. Now he and other industry experts answer your questions by podcast. Each includes an invited guest answering questions posted on line and discussing an estate planning issue on which he or she has special expertise.

The first episode features Professor Larry Frolik discussing how seniors can protect themselves from financial risk with a follow up episode on the use of revocable trusts and annuities.

Harry S. Margolis says, "It is so important to have active conversations with leading experts. The landscape of the law can shift quickly, and is getting increasingly complicated; this podcast series allows us to answer people's questions in an accessible format. Over time we will build a library of podcasts so that any consumer can get answers to his or her specific questions."

Consumers can continue to ask questions on line at AskHarry.info.

Fans of the podcast can contact Beth Cohen King via email at bck@margolis.com to provide feedback and ideas for the podcast, or to become a guest on the show.

To listen to the podcast, please visit:

iTunes/AskHarry

Spotify/AskHarry

www.margolis.com/podcasts

Pod617/AskHarry

About Margolis & Bloom

Margolis & Bloom has been providing legal solutions to Massachusetts residents in the fields of estate, elder law and special needs planning for more than a quarter of a century, always striving to provide the highest caliber of service and results possible. Its attorneys are recognized both in Massachusetts and nationally as experts in its fields. But their greatest concern is protecting clients and its families. www.margolis.com

Media Contact
Beth Cohen King, Director of Marketing
bck@margolis.com 
781-705-6400

Topics: trusts, Estate Planning, elder law, elder care, real estate, podcasts, annuities

WEBINAR - Understanding Incapacity & Undue Influence and Ways to Ensure Legal Protection

Posted by Beth Cohen King on Apr 2, 2019 10:20:14 AM

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Most estate planning matters present no issues of potential undue influence or incapacity. But some do, requiring the lawyer to take extra steps to ensure that the client is not subject to undue influence. In this webinar, Harry Margolis will discuss the red flags and the steps the lawyer must take to protect the client and assist her in reaching her goals.
 
Register Here

Topics: incapacity, elder law, elder care, undue influence

Planning for Care: Advice From an Elder Law Attorney

Posted by Beth Cohen King on Jun 5, 2018 10:31:27 AM

In this episode of Eldercare Illuminated, Torchlight's VP of Product, Attorney Carolyn Romano, discusses how Elder Law Attorneys serve families caring for an older loved one or planning for their own futures.

Attorney Harry Margolis shares his expertise and experience about the options seniors and their families have in the evolving regulatory environment.

Listen Here

Topics: long-term care planning, MassHealth, Medicaid, elder care

[Webinar] Asset Protection for Seniors - Part 2

Posted by Beth Cohen King on Apr 30, 2018 11:53:43 AM

 
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Many factors can upset even the best financial plan.  Illness, incapacity, the loss of a job, financial scams or a premature death can upset even the best financial plan. Fortunately, planning steps can provide considerable protection from these uncertainties of life.

Harry Margolis will continue his discussion focusing in Part 2 on MassHealth planning and techniques to protect what you leave your children and grandchildren.

If you missed Asset Protection for Seniors - Part 1, you can view it here.
 
View Recording

Topics: long-term care planning, long-term care insurance, baby boomers, homestead protections, MassHealth, probate, Attorney- Client Relationship, durable power of attorney, estate taxes, Older Americans, Caregivers, Aging Population, aging, elder care

[Webinar] Asset Protection for Seniors - Part 1

Posted by Beth Cohen King on Apr 17, 2018 11:58:41 AM

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Many factors can upset even the best financial plan.  Illness, incapacity, the loss of a job, financial scams or a premature death can upset even the best financial plan. Fortunately, planning steps can provide considerable protection from these uncertainties of life.

Harry Margolis will discuss how to protect your assets in the event you or a spouse needs long-term care, and learn techniques to protect what you leave your children and grandchildren.
 
 
View Recording

Topics: long-term care planning, long-term care insurance, baby boomers, homestead protections, MassHealth, probate, Attorney- Client Relationship, durable power of attorney, estate taxes, Older Americans, Caregivers, Aging Population, aging, elder care

[Webinar] Using Annuities in MassHealth Planning for Nursing Home Residents

Posted by Beth Cohen King on Jan 17, 2018 8:49:52 PM

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Harry Margolis leads a deep dive into how best to use annuities in long-term care planning, breaking down complex rules into simple and approachable terms.

Immediate annuities have long been used in long-term care planning as a means of converting assets that are countable against the limits for MassHealth eligibility into an income stream that does affect eligibility. 

View Recording

 

Topics: Medicaid, Caregivers, Retirement Benefits, aging, elder care, healthcare

{Webinar} Elder Care: Eligibility Requirements for Section 8 Housing Choice Program for Seniors and Disabled Clients

Posted by Karen Mariscal on Oct 31, 2017 12:40:32 PM

 

On October 18, 2017, Karen Mariscal was a national panelist in a presentation concerning the Section 8 Housing Choice Program for seniors and disabled clients.  The speakers gave an overview of the Section 8 program and discussed the calculation of rent, special needs trusts, and reasonable accommodations, among other things. Mariscal analyzed the DeCambre v. Brookline Housing Authority decision regarding how income from a special needs trust should be calculated by the public housing authority, and gave her insights regarding how the Section 8 program works in Massachusetts. 

Buy Webinar

 

Topics: special needs planning, elder law, Special Needs Child, Section 8, Special Needs Trust, elder care