Dinner: The Future of Estate Planning

Date: Monday, November 5, 2018
Time: 5:30pm - 8:00pm
Location: Palmers Restaurant
Speaker: Harry Margolis

Location: Palmers Restaurant, Andover, Mass.

Speaker: Harry Margolis, Partner, Margolis & Bloom, LLP

Topic: The Future of Estate Planning

What do the advent of inexpensive on-line do-it-yourself estate planning programs offered LegalZoom, Rocket Matter, Willing and FreeWill, among others, and the disappearance of the federal estate tax for all be a rarified few clients mean for the future of estate planning? Boston practitioner Harry S. Margolis argues that while these changes will have an effect on estate planning, the complex needs of many potential clients and the need for a human touch combine to support the continued need for estate planning by attorneys and allied professionals. However, they will need to make some adjustments in how they practice and invest in technology and learning new specialties within estate planning.

Speaker BIO:

Harry S. Margolis has been representing seniors, individuals with special needs and their families since he started ElderLawServices, the predecessor of Margolis & Bloom, in June 1987. Since then, he and the firm as a whole have helped thousands of clients pay for long-term care, grapple with the incapacity of a family member, and plan for safe and productive futures for their children and grandchildren.

Harry served as editor of The ElderLaw Report, a monthly newsletter for attorneys for three decades. His leadership in the field has been recognized by his peers in his selection as a Fellow of both the National Academy of Elder Law Attorneys and the American College of Trust & Estate Counsel. He has been named a “Super Lawyer” since 2005 and in different years recognized as one of the top 100 attorneys in New England.  In 2015, Best Lawyers named him Best Lawyer in America in the practice of Elder Law and Trust and Estates., and he is the only elder law attorney to receive these honors.

But Mr. Margolis’ passion is explaining complex legal issues to consumers, to clients in his practice, to Massachusetts consumers through the information on this website and its blog, and nationally on two websites he founded: www.elderlawanswers.com and www.specialneedsanswers.com. Most recently he began answering consumer questions online at www.askharry.info. He strongly believes that the best legal solutions are achieved through the partnership of well-informed clients and attorneys who combine great technical expertise, experience and an ability to listen.

In 2012, Mr. Margolis ran (unsuccessfully) for Governor’s Council. He has served as an elected town meeting member in Brookline and on the town’s bicycle advisory committee. When not working, Mr. Margolis resides in Brookline with his wife, college age twins (when they're home) and dog of uncertain breed. He loves biking and traveling, both in the US and abroad.

See Upcoming Event Calendar