Planning for Life

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

Posted by Beth Cohen King on October 1, 2018

Logo - M&B.horiz_
 
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.
Read More

Topics: merger, elder law, Estate Planning

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.

 

 

Read More

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

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:

Read More

Topics: elder law, seniors

June 1st Marks 30 Years of Elder Law and Special Needs Planning

Posted by Anthony Bushu on June 1, 2017

By Harry S. Margolis

JAB-HSM-RJB (high res).jpgThirty-one years ago my law firm, Palmer & Dodge, sent me over to Greater Boston Elderly Legal Services for a four-month stint representing seniors being pushed out of their homes during one of the earliest phases of gentrification. This served several purposes. The firm was able to provide a pro bono service. GBELS benefited from an extra staff attorney -- always inexperienced. And we, the young associates, could practice representing clients and appearing in court, without risking our inexperience on the firm's paying clients.

Read More

Topics: 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.

Read More

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

Oldest American and Massachusetts Resident Passes Away

Posted by Harry S. Margolis on July 11, 2016

By Harry S. Margolis

We reported in a recent blog post (To Live Really Long, Be Female and Japanese) on the 50 oldest humans worldwide. Eleventh on that list was Goldie Michelson of Worcester. She passed away last Friday at age 113. She would have turned 114 on August 8th. She graduated from college in 1924 and received a masters degree in sociology from Clark University in Worcester in 1936.  

Read More

Topics: 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.

Read More

Topics: Estate Planning, financial planning, elder law

Your Likely Need and Cost of Long-Term Care

Posted by Harry S. Margolis on December 22, 2015

By Harry S. Margolis

What are the chances that you will need long-term care, and what will it cost? These are huge questions in terms of retirement planning. Many older Americans can afford to live on their retirement income and savings as long as they don't have long-term care needs, but risk bankruptcy in the event they do need such care.

A recent Urban Institute study (with the wonky title "Microsimulation Analysis of Financing Options for Long-Term Services and Support") suggests some answers.

Read More

Topics: long-term care planning, growth of elderly population, elder law

Three Decades of Elder Law: My, How It's Changed!

Posted by Harry S. Margolis on December 8, 2015

By Harry S. Margolis

attorneys_emily.jpg

 

Emily Starr, one of the pioneers of elder law in Massachusetts, and I have been asked to appear on a panel at the annual meeting of the Massachusetts chapter of the National Academy of Elder Law Attorneys (NAELA) this Thursday evening to discuss the history and prognosticate about the future of elder law in Massachusetts. Here are the major changes that I see:

Read More

Topics: long-term care planning, growth of elderly population, MassHealth, elder law

Subscribe to New Blog Posts

Recent Posts

Most Popular Posts

Posts by Topic

see all