Events

Sarah Hartline, Appointed Partner at Estate Planning and Elder Law Firm, Margolis & Bloom, LLP

Posted by Beth Cohen King on Nov 8, 2021 7:55:00 AM

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WELLESLEY, Mass., Nov. 5, 2021 /PRNewswire/ -- Margolis & Bloom, an estate, special needs and long-term care planning law firm, is delighted to announce that Sarah Hartline has become a partner at the prestigious 35-year-old firm. Attorney Hartline has been an associate at the firm since 2013.

"Sarah is deeply committed to our individual clients' needs, a fierce advocate on their behalf, and the architect of pragmatic solutions to their estate planning needs – she epitomizes our values, what we call the M&B Way: to listen, be compassionate, be positive, be practical, and always be learning. We are so fortunate to have Sarah as part of our leadership team," said Harry S. Margolis, the firm's founding partner.

Sarah Hartline practices in the following areas: estate and long-term care planning, MassHealth applications and appeals, probate administration, planning for children with special needs, guardianship and conservatorship, and settlement planning. 

In 2020 and 2021, she was selected by Super Lawyers as a "Rising Star" and additionally, was selected by Best Lawyers as "One to Watch" in 2021 and 2022.

"Every day I get to help people plan their futures and rest easy, even in the most difficult of situations—assisting families navigate complicated situations is so rewarding. It is an honor to join the partner team of Harry S. Margolis, Jeffery A. Bloom and Patricia C. D'Agostino. I have learned so much from their tutelage over the last 8 years," said Sarah Hartline

To learn more about Sarah Hartline and services offered by Margolis & Bloom, visit: www.margolisbloom.com

About Margolis & Bloom

Margolis & Bloom has been providing legal services to Massachusetts residents in the fields of estate, elder law and special needs planning for more than 35 years, always striving to provide the highest caliber of service possible. Its attorneys are recognized both in Massachusetts and nationally as experts in their fields. Their greatest goal is to help clients protect themselves and their families.

Media Contact
Beth Cohen King, Director of Marketing
bck@margolisbloom.com
781- 943-5411 ext. 410

Topics: Estate Planning, partner

WEBINAR - All You Need is Love and these 25 Documents

Posted by Beth Cohen King on Dec 20, 2019 9:32:35 AM

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Margolis & Bloom's Senior Associate, Sarah Hartline and Assurance Family Partners, Jeremy Zizmor deep dive into all the documents you need in place in order to protect yourself and your family. Planning ahead, so others don't have to pick up the pieces. Join us for this overview and Q&A.
 
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Topics: asset protection, Estate Planning

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 - 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

Margolis & Bloom Launches New Podcast Series - AskHarry

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 online 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 their 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