Planning for Life

Sarah Hartline Gets MassHealth Transfer Penalty Overturned

Posted by Estey Silva on March 24, 2020

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The MassHealth Board of Hearings ruled in favor of Attorney Sarah Hartline’s client last week in a case involving a transfer of assets from a nursing home resident to her son and a question of whether the transfer was done with the intent to qualify for MassHealth benefits, which would result in a significant disqualification period.

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Topics: nursing homes, Massachusetts, MassHealth, elder law, Medicaid, disqualifying transfer

Benson and Margolis named Super Lawyers, Again

Posted by Beth Cohen King on November 7, 2018

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We are pleased that Harry S. Margolis and Rebecca J. Benson have been named New England 2018 Super Lawyers for Elder Law, among just 26 throughout New England and 15 in Massachusetts. And, yes, they did wear their capes for Halloween.

See Harry S. Margolis's profile on Super Lawyers.

See Rebecca J. Benson's profile on Super Lawyers.

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Topics: super lawyers, elder law

Benson and D'Agostino Speak at ALCA - New England Conference

Posted by Beth Cohen King on November 5, 2018

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On October 29th, Rebecca J. Benson and Patricia C. D'Agostino were panel experts in the break out session called Optimizing the Interdisciplinary Team: An Advanced Case Study Workshop  at the ALCA 2018 New England Chapter conference. Led by the Moderator, Jennifer Pilcher, founder and owner of Clear Guidancethe panel included experts in estate planning, care management, home care, psychiatry and special care units in assisted living facilities.  The goal of the session was to learn creative care planning techniques and strategies to maximize how one collaborates with elder care colleagues.

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Topics: Estate Planning, elder law, elder care, home care

Russell, McTernan, McTernan & Fruci of Norwood, Merges with Margolis & Bloom

Posted by Beth Cohen King on October 1, 2018

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Wellesley, MA., October 1, 2018 – Margolis & Bloom, an esteemed estate, special needs and long-term care planning law firm, recently announced the acquisition of 55-year-old estate planning firm, Russell, McTernan, McTernan & Fruci in Norwood.
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Topics: Estate Planning, elder law, merger

John Oliver Explains Guardianship

Posted by Harry S. Margolis on June 5, 2018

By Harry S. Margolis

John Oliver on his HBO show, Last Week Tonight with John Oliver, Sunday night provided a scary and funny explanation of how guardianship works, ending with a public service announcement by William Shatner, Lily Tomlin and others explaining steps you can take to avoid the guardianship.

 

 

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Topics: long-term care planning, guardianship, family caregiving, elder law, elder care, healthcare

Managing Risk for Unpredictable Events

Posted by Harry S. Margolis on March 27, 2018

By Harry S. Margolis

At a recent conference of the National Academy of Elder Law Attorneys, I spent some time catching up with my old friend and colleague, Paul Sturgul.Paul-Picture-225x300.jpg Paul practices in a very different part of the country from me, in Hurley, Wisconsin, as opposed to Boston's Back Bay. Hurley, which has just over 1,500 residents, is about 100 miles east of Duluth, Minnesota, near the southern shores of Lake Superior. (If you think we've been having a long winter, the average high temperature in Hurley in March is 25 degrees and the average low is 15.)

5536525_WI_Hurley.pngWhile Paul has to drive a lot further to see his clients (he has a second office in Ashland, 38 miles from Hurley), what we do for our clients is surprisingly similar. Here's how Paul describes the essence of elder law:

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Topics: seniors, elder law

Demented Patient Liable for Injuries He Causes

Posted by Harry S. Margolis on November 15, 2016

By Harry S. Margolis

In Mary Ellen Gioia v. Richard D. and Ann L. Ratner, the Essex County superior court in Massachusetts refuses to dismiss a lawsuit brought by a registered nurse who claims she was injured by a patient in her care. She brought the suit against the patient, Richard Ratner, and his wife and health care agent, Ann Ratner. Judge Diane M. Kottmyer rules that the suit against Mr. Ratner can move forward but dismisses the claim against his wife.

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Topics: caregiving, dementia, incapacity, seniors, deficit, hospital care, elder law

10 Steps You Can Take to Avoid Elder Financial Abuse

Posted by Harry S. Margolis on March 1, 2016

By Harry S. Margolis

Seniors often become susceptible to financial abuse as the result of increased dependency due to illness, disability, or cognitive impairments. They also often have a nest egg that they've accumulated over decades, which can make them a target for predators, whether an offshore bogus sweepstakes or a care provider who sees an opportunity to be paid more than an hourly wage.

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Topics: Estate Planning, financial planning, elder law

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