Matthew R. Margolis
Estate Planning • Elder Law • Medicaid Planning • Asset Protection
- Role
- Partner at Margolis Weldon Llc
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
Experience
Partner
Jan 2015 — Present · Park Ridge, IL, US
Our firm values integrity, enthusiasm, respect, compassion and determination. My partner, Lauren Weldon, and I strive to have all of our interactions, not only with clients, but with professionals, peers and even each other, reflect our strong commitment to these values.We assist our clients with their Estate Planning and Elder Law needs, including Special Needs, Trust Administration, Decedent’s Estates and Guardianship. We counsel clients from birth to death and ensure that their Estate Planning documents reflect the different stages of their lives. Our firm safeguards clients’ legacies by confirming that Estate Planning documents are appropriately incorporated into their planning goals. We remind clients that it is never too early to have a long term care plan in place. As part of our work with clients in transition, we assist with obtaining Illinois Medicaid benefits and the VA Aid and Attendance Pension. We support clients in navigating the Probate process and assisting them with Trust Administration after a loved one has passed away. Our firm strongly believes in taking a holistic approach to Estate Planning and Elder Law. We understand that our role in assisting a client is only one part of the solution. In doing so we rely on our trusted network of professionals who are equally committed to serving clients and their families in times of transition.
Education
University of Illinois Chicago School of Law
Doctor of Law (JD)
2006 — 2009
DePaul University
Bachelor's, Business Management
2002 — 2006
Skills
- Wills
- Personal Injury Litigation
- Legal Assistance
- Arbitration
- Estate Planning
- Litigation
- Legal Writing
- Elder Law
- Employment Law
- Motions
- Medicaid
- Civil Litigation
- Estate Administration
- Trusts
- Legal Issues
- Powers of Attorney
- Contract Negotiation
- Legal Research
- Elder Care
- Guardianship
- Personal Injury
- Estate Law
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