Webinar 03/15 at 3 PM EST: Trump Analysis Group

Posted by Anthony Bushu on Mar 13, 2017 9:46:30 AM

margolis-harry.jpgHarry Margolis, along with nationally recognized founding members Michael Gilfix, Frank Johns, and Vincent J. Russo, have joined to create the Trump Policy Analysis Group (TPAG).

TPAG will convene to objectively consider probable changes in law that will affect older Americans and those with special needs.

Initial TPAG focus is on:

  • Medicare
  • Medicaid
  • Taxes
  • Social Security 
  • Special Needs Planning 

Learn more about changes affecting these populations that have been proposed by Congress and the Trump Administration by signing up for our next webinar this Wednesday, March 15th from 3-4 PM.

Register Here 

Topics: elder law, special needs, Congress, Donald Trump, Trump Administration, Older Americans

First Monday Lunch on 03.06: Deconstructing Conflict: Understanding Family Business, Shared Wealth and Power

Posted by Anthony Bushu on Feb 13, 2017 3:03:52 PM

Presented by Blair Trippe, Author of "Deconstructing Conflict: Understanding Family Business, Shared Wealth and Power"

The greatest strength of a family business-- the human element-- can also be its greatest liability. Conflicts within family businesses often arise from perceived threats to identity, which can leave family members at an emotional impasse. So what role can advisors play when faced with a challenging family business client? 

Join us to hear a fresh approach to understanding and navigating conflict in family business systems from Blair Trippe, co-author of Deconstructing Conflict: Understanding Family Business, Shared Wealth and Power.

Come to this discussion to learn more about what advisors can do when faced with tense family business situations.

Monday, March 6th, 2017
535 Boylston St. 8th Floor, Boston, MA

Seating is limited and registration is required. Lunch will be provided. 

To sign up please click here 

Topics: monday lunch for professionals

First Monday Lunch on 02.06: The IEP and BSEA Hearing Processes and the Pitfalls to Avoid

Posted by Anthony Bushu on Feb 1, 2017 9:47:16 AM

Presented by Heather Gold, Special Education Attorney 

SPED Lawyer Heather Gold, Esq. will give an overview of the IEP process and appeals, what to expect, and the pitfalls to avoid.

The discussion will cover not only the IEP process but  will also cover when and how to use clinicians, and the processes and pitfalls for those clinicians working with children with special needs.

Come to this discussion to learn more about the IEP and BSEA Hearing process, and the challenges facing clinicians.

Monday, February  6, 2017
535 Boylston St. 8th Floor, Boston, MA

Seating is limited and registration is required. Lunch will be provided. 

To sign up please click here.


Topics: special needs

Attorney Rebecca Benson to Appear as Guest Speaker at BBA

Posted by Anthony Bushu on Jan 25, 2017 12:49:23 PM

attorney-rebecca-j-benson-headshot.jpgMargolis & Bloom attorney Rebecca Benson will be a guest speaker at the Boston Bar Assocation discussing the Fundamentals of Advance Health Care Planning - What Healthcare, Trusts, and Estates Lawyers Really Need to Know.

This BBA-sponsored event takes place on Monday January 30th, from 12:00 to 1:00 pm, at the BBA office in Boston.  

The program is free to all BBA members. For more information visit the Boston Bar Assocation 

Webinar 1/19 at 12pm EST:  Options for Protecting Your Home from Long-Term Care Costs

Posted by Harry S. Margolis on Dec 13, 2016 12:21:34 PM


Thursday, January 19, 2017:  12pm EST

Presented by Harry Margolis, this 30 minute webinar (plus Q&A) will discuss options for protecting your home.  


There are many options for protecting the equity from your home from potential costs for long-term care, including a life estate, trust, outright transfer, joint ownership or purchasing long-term care insurance. This webinar will explore the pros and cons of each approach.

Register for this webinar

Topics: long-term care planning

NAELA Event:  A Discussion on Tax Law & Practice Management

Posted by Harry S. Margolis on Dec 8, 2016 2:18:51 PM

2017 will be a special year for NAELA and especially for the MassNAELA chapter. This April, NAELA will be hosting its annual conference - and 25th anniversary - right here in Boston, Massachusetts. Our very own Hy Darling is NAELA's President Elect and will serve as its President in April. This program will first acknowledge Hy's contributions to the field of elder law from several NAELA leaders across the country in recorded video clips, including Lee M. Holmes from Oklahoma, Shirley Whitenack from New Jersey, and Peter Wacht from Virginia.


The program will segue to the substantive portion of the program with our panelists. The live panel will include Hy Darling along with Attorneys Holly Lewis of Westfield, Todd Lutsky of Waltham, and Harry Margolis of Boston. The panelists will focus on updates and practical advice in tax law - for example, when it is necessary to file a gift tax return, how to report the use of a deceased spouse's portable exemption amount, the pros and cons of portability, cost basis planning, and credit shelter trusts within an elder law context. They will also discuss their perspective on practice management solutions and emphasizing the value of our legal services (i.e. the issue of pro-se and "Medicaid specialists" that prepare Medicaid applications). The President Elect will also update us on National's current public policy initiatives and support for MassNAELA.


Do not miss this special event! Come and support our Vendors, congratulate our award recipients, network with your favorite colleagues, and learn from our featured panelists on Wednesday, December 14th.


  • Harry S. Margolis, Esq. - Harry Margolis is founding partner of Margolis & Bloom, LLP in Boston.
  • Hyman G. Darling, Esq. - Hy Darling is a shareholder of Bacon Wilson, P.C. in Springfield and President Elect of NAELA.   
  • Holly Lewis, Esq. - Holly Lewis is a solo practitioner from Westfield.   
  • Todd E. Lutsky, Esq. - Todd Lutsky practices at Cushing and Dolan, P.C. in Waltham. 



4:30pm Vendor Fair

6:15pm Dinner Meeting



NAELA and non-NAELA members are welcome to attend.  Please visit the NAELA event page and click the Tickets button for pricing based on membership status and the registration date.

Topics: tax law

Privacy, Pets and Possibilities - Making Integrated Care Work

Posted by Elizabeth Stepakoff on Nov 8, 2016 6:51:14 AM

Tuesday, November 15th, 2016, 9:00 AM – 5:00 PM

MCLE, 10 Winter Place, Boston, MA, 02108

Please join the Mental Health Legal Advisors committe for a special event on November 15th. Email for more details and to register.

Integration of behavioral and physical health care is supposed to improve the quality of health care, but the sharing of mental health information with physical health providers can mean inferior medical care for people with psychiatric challenges. And integration of care won’t improve outcomes if we remain limited to services that have produced lackluster results. Tuesday, November 15, 2016, we’ll be talking about making fundamental changes in how we think about mental health care and the people who use it so that integrated care can work.

Health care professionals of all types, attorneys, and persons with lived experience will benefit from this cutting‐edge look at:

 the lack of control over  psychiatric information in medical records as a barrier to integrated care: how implicit bias against persons with psychiatric diagnoses affects the ability to get and deliver cost‐effective physical health care;

 alternative approaches to mental health care, including housing first and complementary modalities, like meditation and pet therapy, that work;  

 how to make your records work for you and your client, and how you represent the client in your notes could have serious implications for them in numerous settings: employment, education, health care delivery and coverage, and court proceedings.

During the day, you will experience interactive demonstrations of treatment modalities and dynamic presentations by individuals incorporating new approaches to integrated care. Breakouts target the interests of lawyers (how to pursue successful privacy actions, employment discrimination cases, and more) and clinicians (practices that respect privacy, achieve better outcomes, and accommodate provider needs).  

Participants will come away with tangible methods to improve integrated care and their professional and personal techniques for working with and supporting colleagues, clients, people with lived experience, and family members.

24 School Street, Suite 804
Boston, MA 02108
(phone) 617-338-2345 
(toll free- MA only) 1-800-342-9092 
(fax) 617-338-2347
(general email)
(intake email)       

Business hours are 9:00 AM -5:00 PM Monday - Friday

The MHLAC Intake line is 617-338-2345, press 4 or toll free 1-800-342-9092, press 4. Please contact Ellie Sarcia at if you have questions, your contact information changes and/or if you wish to subscribe/unsubscribe from email announcements about future events.

When Parents of Children with Disabilities Divorce

Posted by Elizabeth Stepakoff on Oct 17, 2016 9:02:28 PM

Divorce representation is more complicated when the divorcing spouses are the parents of children with special needs. Among other things, the financial support needs of those children can last their entire lives, affecting the parents financial planning and their child support obligations. Guardianship issues must be considered for children over the age of 17 who lack capacity to make their own decisions. Additionally, the educational needs and IEP benefits of disabled children may impact custody where the services and supports available to children are based on their primary residence.

On Tuesday, November 15, from 12:30 to 1:30 p.m. the Boston Bar Association will be holding a seminar outlining the issues and solutions for divorcing and divorced parents of children and adult offspring who have special needs, with a focus on issues raised in divorce proceedings, government assistance programs and the impact of child support on SSI and MassHealth Eligibility, and existing legal examples of instances where support has been sought for children with special needs. Margolis & Bloom attorney Karen B. Mariscal will be speaking.

This event is free to all members of the Boston Bar Association and costs $100 for non-members. To join the BBA, click here. 

For more information or to register for this event, click here.

Topics: special needs planning

Money and Aging: Planning for Your and Your Loved Ones' Legal and Financial Future

Posted by Harry S. Margolis on Oct 11, 2016 7:01:00 AM

Many of us find that planning for our own or a family member’s financial future feels like a chore that we would rather avoid. However, with thoughtful planning, it is possible to take care of yourself and loved ones in a way that will benefit you and them for decades to come. In this seminar, you will learn how to plan for your legal and financial future as you age, including how to use the law to enhance your savings, manage your assets during your lifetime, and understand the details of leaving your estate to your heirs. Attorney Harry S. Margolis will help debunk common myths and clarify the rules of coverage to help you better navigate the legal and financial landscape of aging for yourself and family members.

This free event is on Wednesday, November 9, from 12:00 p.m. to 1:00 p.m. and is part of the MIT Work-Life Center Seminar Series. To register, click here.


Topics: Estate Planning

Attend Special Needs Housing Group

Posted by Karen B. Mariscal on Oct 11, 2016 6:53:14 AM

Margolis & Bloom, LLP, is helping to sponsor the Special Needs Housing Group, a six-session seminar for parents who have children (including adult children) with special needs.  Guest speakers will discuss how parents can help their children lead independent lives outside of the family home, and how to pay for it. This year the group will meet on the following six Tuesday evenings: 







Meetings, which are free, are held at the Unitarian church in Wellesley, 309 Washington Street, in the Sanctuary, from 7 to 9 p.m.

The first meeting on October 18 will feature Dafna Krouk-Gordon and Dale Belcher, from TILL, Inc. (Toward Independent Learning and Living), experts in housing, staffing, and recreational opportunities for this population, who will discuss residential options, travel offerings, and a possible new program to provide long term supports to our adult children after we are no longer there for them.  If you would like to come, please rsvp to the group’s leader Michael Weiner, at  



Topics: special needs planning