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I have been in private practice exclusively in special needs law, elder law, and estate planning since 1992. I have been with Special Needs Law Group of Massachusetts ("SNLG") since 2013. Somehow in the midst of all this I have also been a full-time Professor at Western New England University School of Law, and Director of that school’s LL.M. program in Elder Law and Estate Planning. I left full-time employment at the Law School in 2018 but continue to teach in the LL.M. program as an Adjunct Professor.
Most legal websites, including AVVO, have no category for "special needs". Which is too bad, since special needs families comprise about 80% of SNLG clients. When we talk about Special Needs, we are generally referring to family members who have had some kind of disability or challenge since birth or perhaps even from young adulthood. Disabilities don't discriminate: SNLG's Special Needs families come in all kinds, from the wealthy to the financially struggling.
About 15% of the SNLG caseload is straight elder law (with no special needs, other than the elders themselves) and about 5% is straight estate planning, with no particular special needs or elder law issues. That leaves about 80% or more that have special needs children or siblings that the SNLG client is planning for or needs help advocating for. But, a high percentage of SNLG Special Needs families also have either primary or secondary elder law issues in the mix, and just about all SNLG Special Needs families have estate planning needs - indeed, more significant estate planning needs than many other clients.
To serve them, as well as all other SNLG clients, the Firm must bring to the table the highest level of skills and knowledge in estate planning, estate tax planning, income tax planning, trust drafting, asset protection, public benefits, trust administration, serving as trustee of special needs trusts, courtroom skills, negotiating skills, skills in dealing with a variety of government agencies, a deep knowledge of public and private resources to solve client problems, and an experienced-based practical bent for helping clients solve their problems, from how to transition a special-needs teenager to young adulthood, to keeping up with the changing needs of an elderly parent, to everything in between. To do this the Firm has a much higher percentage of high-level talent than the typical law firm: Three highly experienced senior attorneys of national reputation; two associate attorneys, one with years of pre-legal experience in assisted living management, the other brimming with youthful enthusiasm and intelligence, and four non-attorney staff.
The Founder of the Firm, Attorney M. Hines, and I have walked the walk. Between us we have raised a 27 year old daughter who was debilitatingly ill with chronic Lyme disease for 6 years, a 17 year old daughter who was severely disabled since birth who passed away in 2013, and a “typical” 18 year old. The greatest advance in my legal career was joining with Attorney Hines, herself a Massachusetts Superlawyer. To quote myself: “Annette and I complement each other so well. She not only manages the practice, but excels in the courtroom, in negotiations and working with government agencies, and in truly understanding the depths of the special needs world. But beyond that, we find that we operate in symbiosis ... together we accomplish legal results that simply astonish and thrill us, and which neither of us alone would have conceived.”
Special Needs Law Group of Massachusetts, P.C.
20 Speen Street, Suite 101
Framingham, MA 01701
Phone:
Fax:
Best contact is the Firm's Intake Coordinator, Ama Agyei:
2
Practice Areas
34 years
34 years
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Chat withState: Massachusetts
Acquired: 1992
No misconduct found
20 Speen Street, Suite 101, Framingham, MA, 01701
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"Mark is one of the most thoughtful attorneys I have had the pleasure of working with. He contemplates issues most attorneys miss and can state off the top of his head the correct legal principle that applies to the situation."
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2019
Super Lawyer, Super Lawyers
2018
Super Lawyer, Super Lawyers
2017
Super Lawyer, Super Lawyers
2016
Super Lawyer, Super Lawyers
2016
AV Preeminent Rated, Martindale-Hubbell
2015
Super Lawyer, Super Lawyers
2014
Super Lawyer, Super Lawyers
2013
Super Lawyer, Super Lawyers
2012
Super Lawyer, Super Lawyers
2011
Super Lawyer, Super Lawyers
2010
Super Lawyer, Super Lawyers
2009
Super Lawyer, Super Lawyers
2008
Super Lawyer, Super Lawyers
2007
Admitted to practice since 2007, United States Supreme Court
2004
Certified Elder Law Attorney 2004 to date, National Elder Law Foundation, a private non-profit whose standards for certification are not regulated by the Comm of Mass
2004
Outstanding Chapter Member, Massachusetts, National Academy of Elder Law Attorneys
2003
Member of the Year, National Academy of Elder Law Attorneys, Massachusetts Chapter
2018 - Present
Senior Attorney, Special Needs Law Group of Massachusetts, PC
2018 - Present
Adjunct Professor, Western New England University School of Law
2016 - 2018
Professor and Director of LLM Program Elder Law & Estate Plan, Western New England University School of Law
2016 - 2018
Special Counsel, Special Needs Law Group of Massachusetts, PC
2013 - 2016
Senior Counsel, Special Needs Law Group of Massachusetts, PC
2012 - 2016
Adjunct Professor, Northeastern University School Of Law
2010 - 2013
Of Counsel, Oppenheim & Cole, LLC
2007 - 2010
Partner, Smith Worthington, LLC
2005 - 2016
Adjunct Professor, Western New England College/University School Of Law
1992 - 2007
Attorney, Law Office of Mark W. Worthington
2016 - Present
National Academy of Elder Law AttorneysCouncil of Advanced Practitioners
2016 - Present
National Academy of Elder Law AttorneysTax Steering Committee
2013 - Present
National Academy of Elder Law Attorneys (Massachusetts chapter)Litigation Committee
2011 - Present
National Academy of Elder Law Attorneys (Massachusetts chapter)Program Committee
2004 - Present
National Elder Law FoundationCertified Elder Law Attorney
2000 - Present
National Academy of Elder Law Attorneys (Massachusetts chapter), Public Policy CommitteePublic Policy Committee
1995 - Present
National Academy of Elder Law Attorneys (Massachusetts Chapter)Member
1995 - Present
National Academy of Elder Law AttorneysMember
2017 - 2017
National Academy of Elder Law AttorneysAnnual Conference Planning Committee
2009 - 2009
National Elder Law FoundationCELA Exam Grading Committee
2008 - 2008
National Academy of Elder Law Attorneys (Massachusetts chapter)Past President
2007 - 2007
National Academy of Elder Law Attorneys (Massachusetts chapter)President
2006 - 2006
National Academy of Elder Law Attorneys (Massachusetts chapter)President-Elect
2003 - 2005
National Academy of Elder Law Attorneys (Massachusetts chapter)Treasurer
2000 - 2002
National Academy of Elder Law Attorneys (Massachusetts chapter)Board of Directors
2004
LL.M - Master of Laws
1991
JD - Juris Doctor
1980
BS - Bachelor of Science
2019
"The Top Ten Tax Topics an Elder Law Practitioner Should Be Aware Of” Webinar with Attorney Gene M. Carlino
2019
“Recent Changes in Tax and Disability Law”
2019
"Special Needs Trust Administration" Panelist and Presenter on Taxation, SSA POMS 2018 changes
2019
Special Needs: Facilitator for trusts, tax, and public benefits topics
2019
Boston Community Outreach Program on Disability and Medicaid Planning: Panel III “Stuff We Most Want Newbies to Know about Special Needs and Elder Law” (with Attorney Elizabeth Lindsay-Ochoa)
2018
"Implications of the 2017 Tax Reform Act” Panelist, Member of NAELA Tax Steering Committee
2018
"A Taxing Situation: Income, Gift, and Estate Tax Consequences of Common (and a few not so common) Real Estate Sales and Transfers” Panelist with Attorneys Brian Barreira and Hyman Darling
2017
Tiptoeing Through an Irrevocable Trust: "Nominee Trusts" and General Panelist
2016
"Special Administration of Special Needs Trusts”
2016
Selected Topics on Tax and Trusts
2016
Medicaid Waivers and Other Useful Programs for Disabled Younger Adults and Children
2016
2016 Developments in MassHealth Trust Law
2016
"Summary of Special Needs Planning Webinars” Open Forum Expert on Medicaid Waivers
2016
Special Administration of Special Needs Trusts (with Attorney Annette M. Hines)
2015
Dissecting Trust Agreements – What Makes Them Work?
2015
Coming Soon to a State Near You? Massachusetts Medicaid’s Attack on Self-Settled Irrevocable Trusts
2014
Irrevocable Trusts: The Empire Strikes Back
2014
Drafting the MassHealth Applicant Settled Irrevocable Trust to Qualify for the IRC §121 Homesale Capital Gain Tax Exclusion
2014
The Intersection of IRAs, SNTs, Probate, Medicaid, Income Tax, and Estate Tax
2013
Tax Analysis of Various Types of Home Transfers by Unmarried Individuals
2013
Collision at the Intersection of Retirement Plans, Life Insurance, Tax, Public Benefits, and Special Needs Trusts
2013
The ABC's of the New Massachusetts Uniform Trust Code: What Practitioners Need to Know
2013
Moderator and Presenter: Recent Developments in Massachusetts Elder Law
2012
Moderator and Panelist: “The New Massachusetts Uniform Trust Code
2012
Moderator - Community Housing Options for the Elderly & Disabled
2012
Advanced Directives (substituting for Leslie Madge)
2012
Taxation of Special Needs Trusts
2010
New England State Estate Taxes
2009
Drafting Irrevocable Trusts in the Wake of the Doherty Decision
2008
Third-Party SNTs as Death Beneficiaries of IRAs and Qualified Retirement Plans
2007
Divorce American Style – The Collision of Taxation and Public Benefits with SNTs for Property Division, Child Support, and Alimony
2007
Preserving and Transferring the Principal Residence
2006
Taxation of Third-Party Supplemental Needs Trusts; also Conference Chair
2006
The Impact of the Uniform Trust Code on Third-Party Supplemental Needs Trusts
2003
Meet the New MAET (Massachusetts Estate Tax)
2002
Taxation of Jointly Held Property
2001
Income Tax Consequences of Various Types of Home Transfers
2000
Retained and Donated Powers of Appointment: Income Taxes and Selected Topics, Pitfalls, & Opportunities
1996
What You Thought You Knew About Some Estate & Gift Tax Basics
2019
2019
2017
2003
1998
English