Mark W. Worthington

Mark W. Worthington

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Rating: 10.0

Licensed for 34 years

Estate planning Lawyer at Framingham, MA
Practice Areas: Estate Planning, Elder Law

20 Speen Street, Suite 101, Framingham, MA

About Mark

Biography

Practice Areas

2

Practice Areas

Elder Law 50%

See "About Me" below for more about why "Elder Law" and "Estate Planning" are listed here, but not "Special Needs Law."

34 years

50%
Estate Planning 50%

See "About Me" below for more about why "Elder Law" and "Estate Planning" are listed here, but not "Special Needs Law."

34 years

50%

Fees and Rates

We have not found any cost information for this lawyer


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Licenses

Licensed in Massachusetts for 34 years

State: Massachusetts

Acquired: 1992

Active

No misconduct found

Location

Special Needs Law Group of Massachusetts, PC

20 Speen Street, Suite 101, Framingham, MA, 01701

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Mark W. Worthington's Reviews

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Mark W. Worthington's Lawyer Endorsements

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Karen Beth Johnson headshot
Karen Johnson

Estate planning lawyer | Jun 29

Relationship: Worked together on matter

"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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Experience

Rating:  10.0 (Superb)

Honors

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

Work Experience

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

Associations

2016 - Present

National Academy of Elder Law Attorneys

Council of Advanced Practitioners

2016 - Present

National Academy of Elder Law Attorneys

Tax 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 Foundation

Certified Elder Law Attorney

2000 - Present

National Academy of Elder Law Attorneys (Massachusetts chapter), Public Policy Committee

Public Policy Committee

1995 - Present

National Academy of Elder Law Attorneys (Massachusetts Chapter)

Member

1995 - Present

National Academy of Elder Law Attorneys

Member

2017 - 2017

National Academy of Elder Law Attorneys

Annual Conference Planning Committee

2009 - 2009

National Elder Law Foundation

CELA 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

Education

2004

Boston University School of Law

LL.M - Master of Laws

1991

Northeastern University School of Law

JD - Juris Doctor

1980

University of Rochester

BS - Bachelor of Science

Speaking Engagements

2019

NAELA Webinar (June 19, 2019)

"The Top Ten Tax Topics an Elder Law Practitioner Should Be Aware Of” Webinar with Attorney Gene M. Carlino

2019

MCLE Annual Elder & Disability Law Conference (May 21, 2019)

“Recent Changes in Tax and Disability Law”

2019

Mass NAELA Webinar (September 12, 2019)

"Special Needs Trust Administration" Panelist and Presenter on Taxation, SSA POMS 2018 changes

2019

Mass NAELA Special Needs Unprogram (All day program, October 4, 2019)

Special Needs: Facilitator for trusts, tax, and public benefits topics

2019

ABA Annual RPTE National CLE Conference (Boston, May 8, 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

NAELA Webinar (January 10, 2018)

"Implications of the 2017 Tax Reform Act” Panelist, Member of NAELA Tax Steering Committee

2018

Mass NAELA Webinar (January 25, 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

Mass NAELA Elder Law Institute XXIII (March 31, 2017)

Tiptoeing Through an Irrevocable Trust: "Nominee Trusts" and General Panelist

2016

WC/EC Annual Symposium (Reston, VA, October 18-21, 2016)

"Special Administration of Special Needs Trusts”

2016

MCLE Inc - Annual Disability and Elder Law Conference (May 4, 2016)

Selected Topics on Tax and Trusts

2016

Mass NAELA Webinar

Medicaid Waivers and Other Useful Programs for Disabled Younger Adults and Children

2016

Mass NAELA Webinar

2016 Developments in MassHealth Trust Law

2016

Mass NAELA Special Needs Advocacy Forum (Newton, MA, October 28, 2016)

"Summary of Special Needs Planning Webinars” Open Forum Expert on Medicaid Waivers

2016

ALI-CLE Annual Conference on Representing Estate and Trust Beneficiaries and Fiduciaries (Chicago, July 7 & 8, 2016)

Special Administration of Special Needs Trusts (with Attorney Annette M. Hines)

2015

Suffolk University School of Law - Elder Law Institute XXI (April 10, 2015)

Dissecting Trust Agreements – What Makes Them Work?

2015

Pennsylvania State University Dickinson School of Law - Law and Aging Seminar (Visiting Lecturer, March 19, 2015)

Coming Soon to a State Near You? Massachusetts Medicaid’s Attack on Self-Settled Irrevocable Trusts

2014

October 2014 Mass NAELA Membership Meeting

Irrevocable Trusts: The Empire Strikes Back

2014

MCLE, Inc Annual Elder & Disability Law Conference

Drafting the MassHealth Applicant Settled Irrevocable Trust to Qualify for the IRC §121 Homesale Capital Gain Tax Exclusion

2014

June 2014 Mass NAELA Membership Meeting

The Intersection of IRAs, SNTs, Probate, Medicaid, Income Tax, and Estate Tax

2013

September 2013 Mass NAELA Membership Meeting

Tax Analysis of Various Types of Home Transfers by Unmarried Individuals

2013

MetLife Annual Special Needs Symposium, Orlando, FL, July 31, 2013

Collision at the Intersection of Retirement Plans, Life Insurance, Tax, Public Benefits, and Special Needs Trusts

2013

March 2013 Bristol County Estate Planning Council Membership Meeting

The ABC's of the New Massachusetts Uniform Trust Code: What Practitioners Need to Know

2013

February 2013 Southeast Mass NAELA Breakfast Meeting

Moderator and Presenter: Recent Developments in Massachusetts Elder Law

2012

November 2012 Mass NAELA Membership Meeting

Moderator and Panelist: “The New Massachusetts Uniform Trust Code

2012

March 1 2012 Southeast Mass NAELA Breakfast Meeting

Moderator - Community Housing Options for the Elderly & Disabled

2012

Feb 9 2012 - Suffolk University Law School - Fundamentals of Elder and Special Needs Law

Advanced Directives (substituting for Leslie Madge)

2012

Feb 23 2012 - Suffolk University Law School - Fundamentals of Elder and Special Needs Law

Taxation of Special Needs Trusts

2010

April 2010 New Hampshire Bar Elder Law, Estate Planning and Probate Law Section Meeting

New England State Estate Taxes

2009

June 2009 Mass NAELA Membership Meeting

Drafting Irrevocable Trusts in the Wake of the Doherty Decision

2008

MCLE, Inc Annual Elder & Disability Law Conference

Third-Party SNTs as Death Beneficiaries of IRAs and Qualified Retirement Plans

2007

Stetson University College of Law — Special Needs Trusts Conference IX

Divorce American Style – The Collision of Taxation and Public Benefits with SNTs for Property Division, Child Support, and Alimony

2007

MCLE, Inc seminar

Preserving and Transferring the Principal Residence

2006

Suffolk University Law School – Elder Law Institute XII: Third-Party Supplemental Needs Trusts

Taxation of Third-Party Supplemental Needs Trusts; also Conference Chair

2006

National Academy of Elder Law Attorneys Institute (Salt Lake City)

The Impact of the Uniform Trust Code on Third-Party Supplemental Needs Trusts

2003

January 2003 Mass NAELA Membership Meeting

Meet the New MAET (Massachusetts Estate Tax)

2002

June 2002 Mass NAELA Membership Meeting

Taxation of Jointly Held Property

2001

National Academy of Elder Law Attorneys Institute (St. Louis)

Income Tax Consequences of Various Types of Home Transfers

2000

February 2000 Mass NAELA Membership Meeting

Retained and Donated Powers of Appointment: Income Taxes and Selected Topics, Pitfalls, & Opportunities

1996

National Network of Estate Planning Attorneys Conference (Atlanta, GA)

What You Thought You Knew About Some Estate & Gift Tax Basics

Publications

2019

National Academy of Elder Law Attorneys (NAELA) Issues Brief to Congress Regarding the SECURE Act, Principal author (August 2019)

2019

LISI Special Needs and Elder Law Newsletter (#25, September 18, 2019) “The SECURE Act and Special Needs Trusts”

2017

Massachusetts Lawyers Weekly "2016 Special Needs and Elder Law Year in Review” Author with Annette Hines (February 9, 2017)

2003

Trusts & Estates New Rules for Home Sales are Surprisingly Pro-Taxpayer

1998

Estates, Gifts and Trusts Journal Last Chance for Tax Free Sales?

Languages

English

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