I simply enjoy helping people. When I fell into the practice areas of Estate Planning and Elder Law in March of 2011, I truly found my calling. Thinking I would miss the hustle and bustle of being in the loop, wearing a suit every day, and “fighting” in court, I soon realized that there was more to the practice of law.
I grew up in Skokie with a younger brother (who is now a Chicago Police Officer) and three half siblings who live in Chicago and Los Angeles. My mother was a schoolteacher and my father sold commercial real estate. I attended Niles West High School and then DePaul University. Upon graduation from John Marshall Law School in May 2009 and after passing the bar, I went out “on my own” for 18 months. I was fortunate enough to share office space with Conrad Szewczyk, a law school friend of my uncle’s, who became a great mentor to me upon starting my legal career. Working side-by-side with Szewczyk, I handled cases spanning all areas of the law, gaining great experience, understanding, and client advocacy.
After working with Szewczyk, I took a job with an elder law and estate planning firm on the North Shore where I stayed for 4 years. I became a member of the National Academy of Elder Law Attorneys (NAELA) in 2011 and was on the board of the IL Chapter in 2015.
In the Spring of 2014, I joined the Board of Directors of Shore Community Services, an organization dedicated to assisting individuals with intellectual and other developmental disabilities. In February 2015, along with my partner Lauren Weldon, I started Margolis Weldon LLC, an estate planning and elder law firm. I assist clients with their Estate Planning and Elder Law needs, including Asset Protection, Special Needs, Trust Administration, Probate, and Guardianship. I counsel my clients from birth to death and ensure that their Estate Planning documents reflect the different stages of their lives. My partner, Lauren, and I safeguard clients' legacies by confirming that Estate Planning documents are appropriately incorporated into their planning goals.
My wife and I live with our two children in the Northern Suburbs. Our weekends are filled with walks, riding bikes, trains, chalk, bubbles, and playing in the basement, our son's favorite thing to do.
|IL||Active And Authorized To Practice Law||2009||07/06/2019|
|Partner||Margolis Weldon LLC||2015 - Present|
|Senior Elder Law Attorney||Heartland Law Firm||2011 - 2015|
|Association name||Position name||Duration|
|Shore Community Services||Board Member||2014 - Present|
|National Academy of Elder Law Attorneys||Member||2011 - Present|
|Illinois Continuity of Care||Board Member, Officer||2011 - Present|
|Illinois State Bar Association||Member||2009 - Present|
|John Marshall Law School, Chicago||JD - Juris Doctor||2009|
|DePaul University||Business Administration||2006|
|Elder Law Short Course||How The Affordable Care Act of 2010 is Affecting Medicare and Medicaid||2016|
Posted by Joseph
Sun Sep 15 2019
Posted by Scott
Fri Sep 13 2019
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