Passing of Two Giants of Elder Law
Harry S. Margolis
The fields of elder law and special needs planning will greatly miss Ron N. Landsman and Mary Schmitt-Smith.
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The fields of elder law and special needs planning will greatly miss Ron N. Landsman and Mary Schmitt-Smith.
Learn all the law you need to know to work with your older clients and those with disabilities. You’ll also receive four CEU credits. About this event Join Margolis Bloom & D’Agostino at our annual Law School for Social Workers virtually, and learn all the law you need to know
It’s very hard to believe, but it’s been 35 years since I hung up a shingle to practice elder law on June 1, 1987. At the time, few people had heard of “elder law” and I wanted to brand the field and the new firm, so I called it ElderLaw Services.
The verse quoted by General Douglas MacArthur in his farewell address to Congress, “Old soldiers never die, they just fade away,” applies to many lawyers. Especially those in solo practice or working for small firms often don’t have an exit plan. They continue working, perhaps less, and perhaps taking off several months in Florida or elsewhere warm each winter, as their business trails off.
Learn all the law you need to know to work with your older clients and those with disabilities. You’ll also receive four CEU credits. www.margolisbloom.com
ABLE Accounts and what they mean for your special needs planning. Learn how to set up an ABLE Account in Massachusetts.
After the SECURE Act, it may be worth it to have a retirement plan payable to a special needs trust. Margolis & Bloom, Wellesley and Boston, MA, 02481
Learn the importance of preparing a memorandum of intent when asking a trustee to be responsible for your special needs family member
The SECURE Act makes it more beneficial to have retirement plans payable to a special needs trust. Margolis & Bloom, Wellesley and Boston, MA, 02481.
How a badly drafted special needs trust makes it almost impossible for the trustee to use the trust funds to help the primary beneficiary.
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Margolis Bloom & D’Agostino
100 William Street, Suite 220
Wellesley, MA 02481
781-705-6400
Boston: 617-267-9700
Norwood: 781-769-3110
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Join us at 12pm EST on Thursday, April 13th for a live town hall with financial advisor, Nora Yousif and our partner, Patrica C. D’Agostino, as they
