Margolis & Bloom Named Best Law Firms for Elder Law for 2022, Harry S. Margolis “Lawyer of the Year” for Trusts & Estates in Boston, Sarah Hartline “One to Watch”

Posted by Beth Cohen King on Aug 28, 2021 9:49:23 AM

Wellesley, MA., Friday, August 27, 2021—Margolis & Bloom, LLP continue to be recognized by Best Lawyers as Tier 1 for its high-level of service in elder law and estate planning.

This year, Harry S. Margolis has the honor of being selected as Lawyer of the Year for Trusts and Estates in Boston. Best Lawyers® only highlights a single “Lawyer of the Year” in any given location and practice area based on the number of votes received from peers each year. This award demonstrates the highest level of respect among their peers for their esteemed practice areas, professionalism, knowledge, and acumen.

Additionally, Sarah Hartline has been named One to Watch by Best Lawyers. This recognition given to attorneys who typically have been in practice for 5-9 years for outstanding professional excellence in their specific practice.



Law School for Social Workers Hosted by Margolis & Bloom Will Be Virtual Again

Margolis & Bloom to host annual Law School for Social Workers virtually again this year. Friday, October 8, 2021 9am-1pm est. This event is a way for social workers to complement their skills and knowledge with the legal perspective on caring for elders, special needs and understanding the landscape of MassHealth.

The speakers include attorneys Jeffrey A. Bloom, Patricia C. D'Agostino, Sarah Hartline and Laura Goodman. The cost is $35 all proceeds to go to FCSN – Federation for Children with Special Needs.

The presentations are: MassHealth Community Benefits, MassHealth Eligibility for Nursing Home Care, Guardianship & Conservatorship, Special Needs Planning. Register for the event here.

Law School for Social Workers - VIRTUAL

Posted by Beth Cohen King on Aug 25, 2021 9:40:48 AM

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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 at our annual Law School for Social Workers virtually, and learn all the law you need to know to work with your older clients and those with disabilities. You’ll also receive three CEU credits.

Speakers: Jeffrey A. Bloom, Patricia C. D'Agostino, Sarah Hartline, Laura Goodman

Cost: $35 ( all proceeds to go to FCSN -Federation for Children with Special Needs)


MassHealth Community Benefits – 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 her assets.

Guardianship & Conservatorship – A description of the guardianship and conservatorship requirements and process, alternatives to guardianship and conservatorship, and planning steps everyone can take to avoid guardianship and conservatorship.

Special Needs Planning - A look into the intricacies of special needs planning, including naming guardians, creating trusts, choosing trustees, finding care providers, and arranging housing as necessary.

The link will be sent to registrants in advance of Friday, October 8th

Register Here

Topics: MassHealth planning, law school for social workers, guardianship, special needs planning, MassHealth, elder care, MassHealth applications, conservatorship

Webinar Recording - What You Need to Know About ABLE Accounts

Posted by Beth Cohen King on Aug 11, 2021 12:11:09 PM

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Join Mirele Mann in this webinar on ABLE Accounts and what they mean for your special needs planning. She will discuss how to set up an ABLE Account in Massachusetts and how useful it is as a tool, especially for SSI beneficiaries.
View Here

Topics: special needs planning, Special Needs Child, Special Needs Trust, ABLE Accounts

Recorded Webinar - What is Probate? And How to Avoid It

Posted by Beth Cohen King on Jun 8, 2021 7:55:25 AM


Join Attorney Patricia C. D'Agostino for this webinar on probate. Most people know they want to avoid probate, but they do not know exactly what probate is.  This webinar will clarify what “probate” means.  We also discuss the legal tools available to simplify the administration of your estate, to make sure your loved ones have immediate access to your assets to pay expenses and to reduce the amount of money spent on attorneys upon your passing.

View Here


Topics: probate, estate taxes, will

Recorded Webinar - Caregiver Burnout

Posted by Beth Cohen King on May 10, 2021 12:12:26 PM

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Sarah Hartline from Margolis & Bloom, Tammy Pozerycki owner of Alternatives in Alzheimer's Care and Heather Hersee of Heather Hersee Care Management discuss caregiver burnout - what are the signs to look for? What can you do as the caregiver? And what resources are available to help?

View Here

Topics: family caregiving, Caregivers, home care, Alzheimer's disease, sarah hartline

Recorded Webinar - Recent Elder Law Cases Reviewed

Posted by Beth Cohen King on May 4, 2021 12:52:45 PM

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Join Harry S. Margolis for Recent Elder Law Cases Reviewed. Harry reviews some prominent and interesting recent elder law cases that were decided in Massachusetts over the last year, providing concise overviews of the individual cases and discussing their significance for future planning.

View Here

Topics: trusts, MassHealth, legal protection, irrevocable trust

Stay Tuned for Upcoming Events, Webinars & Podcasts

Posted by Beth Cohen King on Apr 13, 2021 1:05:39 PM

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 - What's Next? Considerations for the "New Normal"

Posted by Beth Cohen King on Jan 27, 2021 5:20:47 PM

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Kate Granigan, CEO of Lifecare Advocates, and Laura Goodman from Margolis & Bloom  discuss the long-term effects of the pandemic for elder care, from life care planning to legal considerations. Their discussion covers concerns such as isolation, where is the best place to age, technological shifts in elder care, and specifics around healthcare and advocacy.

View Here

I'm the POA, Now What?

Posted by Beth Cohen King on Jun 23, 2020 2:16:54 PM

Im the POA, Now What
Having legal responsibility for a loved one with dementia imposes unique challenges. (“Who decides legal competence?” “What are the rights of a person living with dementia?”) Get your questions answered by Attorney Sarah Hartline, Senior Associate with Margolis & Bloom, one of the Boston area’s premier elder law & estate planning firms.

Topics: webinars, durable power of attorney

Webinar - Scams in the Time of Coronavirus

Posted by Beth Cohen King on May 28, 2020 1:51:05 PM

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Join Attorney Steven J.J. Weisman and Harry S. Margolis as they talk about scams in the time of Coronavirus and how you can protect yourself and loved ones.
The Federal Trade Commission reported that in just the first nine days of April, they had received complaints of losses due to Coronavirus scams totaling $7 million dollars. That was just the beginning. If the Coronavirus scams continue to increase at the same rate as the virus itself, the amount lost could well reach more than $100 million by July. Learn what types of scams are out there and how to avoid them. An ounce of knowledge is a pound of protection.

Topics: scams, coronavirus