An Introduction to Special Needs Planning
with Harry S. Margolis
As the first program in the 12-part series, this one-hour webinar will introduce the practitioner to the field of special needs planning, describing the types of client situations attorneys are likely to see and the frameworks helping clients meet their goals of protecting family members with special needs. The program will introduce the principal public benefits programs used by individuals with special needs as well as the typical trusts used to manage assets such individuals may already own or which may be left to them by third parties. It will begin a discussion of how such trusts should be managed, including a discussion of the choice of appropriate trustees for special needs trusts.
This program will serve as an introduction and provide a framework for the topics and themes that will be discussed in considerably greater depth in the subsequent webinars in the series. While it will set the stage for subscribers to the full series, it will also serve as a primer for those practitioners who hope to familiarize themselves with special needs planning without becoming experts themselves.
HARRY S. MARGOLIS founded Margolis & Bloom, LLP, a six-lawyer Boston law firm, in 1987. He is a graduate of Swarthmore College and New York University School of Law. His practice concentrates on elder law, planning for individuals with disabilities, estate administration and guardianship. Mr. Margolis edits The ElderLaw Report, a monthly newsletter for elder law attorneys published by Aspen Law & Business. He also wrote the ElderLaw Forms Manual and served as founding editor of The ElderLaw Portfolio Series, both also published by Aspen. Mr. Margolis is a Fellow of the National Academy of Elder Law Attorneys and of the American College of Trust and Estate Counsel. He has served on the adjunct faculty of Boston College Law School and has been designated a "Super Lawyer" since 2005. Mr. Margolis is the founder and President of ElderLawAnswers as well as a co-founder of the Academy of Special Needs Planners.