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Matthew Roy Margolis
About Matthew
Biography
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 California. 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 (now UIC 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 various Trusts, Powers of Attorneys, Last Wills and Testaments, 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. 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. I enjoy spending time with the family, playing golf when I can, and coaching my kids' various sports teams.
Practice Areas
2
Practice Areas
Estate Planning
80%
15 years
Elder Law
20%
15 years
Fees and Rates
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Chat withLicenses
Licensed in Illinois for 16 years
State: Illinois
Acquired: 2009
No misconduct found
Location
Margolis Weldon LLC
444 N. Northwest Highway, Suite 247, Park Ridge, IL, 60068
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Matthew Roy Margolis's Reviews
Avvo Review Score
9 Client Reviews
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Practice Areas
Showing 1 - 1 of 1 review | Compassion
Posted by Tim | September 10, 2019 | Hired Attorney | Estate Planning
Very good experience
My wife and I had a wonderful experience with Matt Margolis. My mom had used him for estate planning services and so I had met Matt that way after she passed away. He helped us through that tough time. So when it came time for my wife and I to do our own estate planning, we hired Matt. I got to s...
Matthew Roy Margolis's Lawyer Endorsements
"I endorse Matthew Margolis. Matthew has a wealth of knowledge about estate planning, including Wills and Estate planning. I have referred many clients to Matthew over the years; and I receive wonderfully positive feedback from those clients, which reflects greatly on me as a professional. I would certainly recommend and endorse Matthew Margolis."
"I highly recommend Matt for estate planning work. He is easy to work with, detail oriented, and really knows the ins and outs of estate planning. He also really cares for his clients and would not hesitate to send friends or family to him."
"Matt cares deeply about helping his clients through difficult times. He is passionate and attentive and I am always happy when I can refer someone to him because I know that he will give them the proper care and attention."
"Matt is an astute legal counselor who cares deeply about his clients. He is my go-to for estate planning referrals, because I know that the prospective client will be in good hands. I thus endorse Matt and encourage you to contact him for your estate planning (and elder law) related needs."
"Matt Margolis is an attorney supporting clients in navigating the probate process and assisting with trust administration. He always reminds his clients that it is never too early to have a long-term care plan in place. As part of his work with clients in transition, he assists clients to obtain Illinois Medicaid benefits and VA Aid and Attendance Pension. The firm counsels clients from birth to death and ensures that their estate planning documents reflect the organic stages of their lives."
"I have know Matt for several years, and he is an excellent attorney. He is genuine and professional. I endorse him as an attorney to contact for your Elder Law or Estate Planning needs."
"I highly endorse this lawyer."
"I have worked with Matt in the past on several occasions and have found him to be knowledgeable, personable, thoughtful and responsive. Matt is a great analyzer of situations and does a great job maximizing benefits to his clients. Matt is extremely bright and does an excellent job of communicating."
"I endorse this lawyer. Matt is an amazing person and lawyer. I give him the best recommendation possible. I have nothing but respect and admiration for him."
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Experience
Work Experience
2015 - Present
Partner, Margolis Weldon LLC
2011 - 2015
Senior Elder Law Attorney, Heartland Law Firm
Associations
2014 - Present
Shore Community ServicesBoard Member
2011 - Present
National Academy of Elder Law AttorneysMember
2009 - Present
Illinois State Bar AssociationMember
2011 - 2015
Illinois Continuity of CareBoard Member, Officer
Education
2009
John Marshall Law School, Chicago
JD - Juris Doctor
2006
DePaul University
Business Administration
Speaking Engagements
2019
Northwest Suburban Estate Planning Council
Avoiding Pitfalls When Advising Clients Relative To Medicaid & Veteran Benefits
2016
Elder Law Short Course
How The Affordable Care Act of 2010 is Affecting Medicare and Medicaid
Languages
English
Activity
Legal Answers