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Massachusetts Chapter of the National Academy of Elder Law Attorneys

Date: Thursday, October 11, 2007

Location: Southbridge Conference Center, Southbridge, MA
Time: 06:00 PM - 09:00 PM

ABOUT THE EVENT

Join us for an exclusive dinner meeting hosted by three of the best law firm entrepreneurs in the nation: Harry S. Margolis, Bernard A. Krooks and Vincent J. Russo.

This Thursday evening limited, private session [no more than 30 attendees] will be an interactive and free wheeling discussion about "maximizing" and "transitioning" your elder law practice. Attendance is strictly limited to those who have been members of the state bar for at least 15 years.

This session should not be confused with the following day's presentations. This dinner meeting is not CLE. Rather it will be a frank and honest discussion among experienced lawyers who have an ownership stake in their law practices and who have interests in branding, merging, buying or selling their practices. Enjoy an evening of congeniality while sharpening your business acumen.

ABOUT THE EXPERTS

Bernard A. Krooks, J.D., CPA, LLM (in taxation), CELA is a founding partner of Littman Krooks LLP in NYC and White Plains. Bernie is past President of NAELA, a Fellow of NAELA, past Chair of the NAELA Tax Special Interest Group and past Editor-in-Chief of the NAELA News. In addition, he is certified as an Elder Law Attorney by the National Elder Law Foundation. He is a founding member and President of the New York Chapter of NAELA. Mr. Krooks is past Chair of the Elder Law Section of the NYSBA, Chair of its Legal Education Committee, and past Editor-in-Chief of the Elder Law Attorney, the newsletter of the NYSBA Elder Law Section. Bernie is a member of the Trusts and Estates Law Section and Tax Section of the NYSBA. In addition, he is a former member of the NYSBA House of Delegates and he served on the NYSBA special committee on Multi-Disciplinary Practice. Mr. Krooks co-authors a chapter in the NYSBA publication Guardianship Practice in New York State entitled “Creative Advocacy in Guardianship Settings: Medicaid and Estate Planning, Including Transfer of Assets, Supplemental Needs Trusts & Protection of Disabled Family Members.” He also co-authors the NYSBA publication, Elder Law and Will Drafting.

Harry S. Margolis, Esq. founded Margolis & Associates, a four-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 NAELA and has served on the adjunct faculty of Boston College Law School. He is the founder and President of ElderLawAnswers.

Vincent J. Russo, CELA, is the managing shareholder of the law firm of Vincent J. Russo & Associates, P.C. of Westbury, Islandia, Lido Beach and Woodbury, New York. He earned his law degree from Fordham University Law School and his Masters of Law in Taxation from Boston University School of Law. Mr. Russo is a Founding Member, Fellow and Past President of NAELA and is presently the Chair of NAELA’s Medicaid Strategies Task Force. He is also a Founding Member and Past President of the New York Chapter of NAELA. He is a Founding Member and Past Chair of the NYSB’s Elder Law Section and current Co-Chair of its New York State Compact Working Group. Mr. Russo is a certified elder law attorney by the National Elder Law Foundation and is admitted to the New York, Massachusetts and Florida state bars.