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Class Detail

Estate Planning 101: Trusts Aren't Just for the Pritzkers

Wednesday 08/14/2024 10:30 AM - 11:30 AM
The Stonegate Conference & Banquet Centre
2401 West Higgins Road, Hoffman Estates, IL 60169
Room A

Matt Margolis, Elder Law Attorney
Margolis Weldon LLC

Understand the way, Wills, Trusts, Powers of Attorneys, HIPAAs, and Living
Wills work. Participants will learn the major differences between wills and trusts. Many people can benefit from having them in place. Know what documents make up a traditional estate plan and be more empowered when it comes to determining what planning option is right for you based on your circumstances.

Professional Associations: Illinois State Bar Association, National Academy
of Elder Law Attorneys, Board Member of Shore Community Services, Board
Member of Chicago and Northwest Metro Chapters of IL-Continuity of Care

Practice Areas:
I work in the areas of Estate Planning, Elder Law, and Special Needs. With
respect to estate planning and special needs planning, I assist clients in
preparing wills, trusts (revocable, irrevocable, asset protection, special needs,
powers of attorney, living wills, and HIPAAs. When it comes to Elder Law, I
assist clients with both the strategic planning and applications related to
Medicaid and the VA Aid and Attendance benefit, caregiver contracts, and
asset protection planning.

What I love about our firm:
The fact that we truly care about our clients and being there for them while they
are going through one of life’s most difficult transitions. All of our clients are
treated as if they are a member of our own families, whether it is a parent,
grandparent, uncle, sister, or any other loved one.

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