Events

Law School for Social Workers 2019

Posted by Beth Cohen King on Oct 1, 2019 11:34:14 AM

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Join Margolis & Bloom at our annual Law School for Social Workers, and fulfill your CE credits. We will be hosting three, one-hour sessions, which are each worth one CE credit.

Speakers: Jeffrey A. Bloom, Patricia C. D'Agostino and Laura Goodman
Cost: $25 early bird, $35 at the door

FIRST 10 Registrants get a free copy of Harry S. Margolis' new book, Get Your Ducks in a Row: The Baby Boomers Guide to Estate Planning

8:30am - 9am - Registration
9am - 12pm - Presentations
12:00pm - 12:30 - Light apps and refreshments

Topics include:

MassHealth Community Benefits  Provides an overview of the various MassHealth programs available to help seniors and disabled individuals to receive assistance with the cost of care at home or in an assisted living facility. (The rules have changed since last year.)

MassHealth Eligibility for Nursing Home Care  Summary of the MassHealth eligibility rules for coverage of nursing home care and ways to protect the spouse of a nursing home resident from depleting all of her assets.

Guardianship & Conservatorship  Essential estate planning documents everyone should have to avoid a guardianship or conservatorship and a discussion about the guardianship and conservatorship process for those who do not have an estate plan in place.

All ticket proceeds with be donated to the Massachusetts General Hospital Frontotemporal Disorders Unit. (MGH FTD Unit) is a clinical research program caring for individuals living with Frontotemporal Disorders, atypical and young-onset Alzheimer's Disease, ALS and related disorders. We provide services in the areas of neurology, neuropsychology, neuropsychiatry, speech and language services, social work and caregiver support. Our team members are dedicated to providing the highest quality of care while working tirelessly towards a cure for these devastating conditions." To learn more: www.FTD-Boston.org

Register Here

WEBINAR - Estate Planning Essentials for New Parents

Posted by Beth Cohen King on Oct 1, 2019 9:31:30 AM

Estate planning for new parents- margolis-and-bloom

Senior Associate, Sarah Hartline and Director of Marketing, Beth Cohen King have a Q & A about the essentials of estate planning for new parents.

View Recording

 

Topics: Estate Planning, durable power of attorney, new parents, HIPPA

WEBINAR RECORDING - Update on Treatment of Irrevocable Trusts in MassHealth Eligibility, and What to do About It

Posted by Beth Cohen King on Jul 29, 2019 2:00:35 PM

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Sarah Hartline, Senior Associate at Margolis & Bloom, discusses how irrevocable trusts are currently treated in MassHealth applications, and how best to make changes to your irrevocable trust to help secure MassHealth eligibility.

View Recording

Topics: trusts, MassHealth planning, MassHealth, irrevocable trust

Stay Tuned for Upcoming Events, Webinars & Podcasts

Posted by Beth Cohen King on Jul 29, 2019 9:53:52 AM

We are in process of planning some upcoming webinars and podcasts (a new addition). We will be sure to update everyone when we are ready to go live. Thanks for your continued interest.

Topics: webinars, events, podcasts

WEBINAR - AskHarry LIVE

Posted by Beth Cohen King on Jun 27, 2019 1:15:39 PM


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You asked; Harry answered. View the recording of some of the detailed questions that were asked during AskHarry LIVE.
 
View Recording
 

Topics: Estate Planning

Latest Podcast - 'Second Home Savvy' authors Tim Borchers & Chris Cahill

Posted by Harry S. Margolis on May 3, 2019 11:13:20 AM

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Harry Margolis talks with 'Second Home Savvy' authors Tim Borchers of Borchers Trust Law and Chris Cahill of 12 Points Wealth Management.

Listen to all AskHarry podcasts here.

Topics: trusts, revocable trust, legal protection

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

Posted by Beth Cohen King on Apr 30, 2019 11:19:23 AM

Undue Influence - legal protection - Margolis-and-Bloom
 
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 discusses the red flags and the steps the lawyer must take to protect the client and assist her in reaching her goals.
 
View Recording

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

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

Posted by Beth Cohen King on Apr 24, 2019 9:12:28 PM


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] Seniors, Scams & Identity Theft

Posted by Beth Cohen King on Feb 25, 2019 5:53:05 PM

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Millions of older Americans are targeted as victims of scams and identity theft each year at a cost estimated to be $2.9 billion and this figure is undoubtedly smaller than the actual figure as older scam victims are less likely to report being a victim of a scam.
 
Attorney Steven J.J. Weisman, Senior Lecturer at Bentley University and Of Counsel to Margolis & Bloom, discusses some common scams that seniors can fall prey to, why seniors are more likely to be targeted, and ways to combat the growing problem. 
 
View Recording

Topics: growth of elderly population, seniors, identity theft, scams

[Webinar] MassHealth Planning and Real Estate

Posted by Beth Cohen King on Nov 19, 2018 3:00:08 PM

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If you need MassHealth coverage of your long-term care, you can keep your house. But MassHealth will place a lien on it and expect to recover its costs from the house either upon its sale or from your estate.
 
This webinar explores the MassHealth rules around real estate and steps you can take to protect your home for your spouse and children.
 
View Recording

Topics: MassHealth planning, real estate