Jeffrey Bloom
Margolis & Bloom
8th Floor
Boston, MA 02116
Jeffrey A. Bloom sees clients in our Boston, Framingham, Dedham, and Woburn offices.
Margolis & Bloom
Jeffrey A. Bloom sees clients in our Boston, Framingham, Dedham, and Woburn offices.
Susan J. Shipley<br>Shipley & Associates
Susan concentrates her practice on elder law, trusts and estate planning, estate administration, guardianship and real estate.
Margolis & Bloom
Patricia C. D'Agostino is a member of the National Academy of Elder Law Attorneys, the American Bar Association, the Massachusetts Bar Association and the Boston Bar Association.
Margolis & Bloom
Harry S. Margolis founded ElderLaw Services, the predecessor of Margolis & Bloom in June 1987. Prior to that he was an associate with Palmer & Dodge in Boston. He is a graduate of Swarthmore College and the New York University School of Law.
Margolis & Bloom
Bio coming soon!
Margolis & Bloom
Sarah Hartline received her Bachelor of Science degree from the University of Michigan with a dual major in Cognitive Science and Philosophy. She received her Juris Doctorate from Boston University School of Law.
Margolis & Bloom
Rebecca J. Benson is Of Counsel to Margolis & Bloom. Since 1991, her practice has focused exclusively on estate planning, Medicaid eligibility, planning for beneficiaries with special needs, and advocating for nursing home and assisted living residents.
Jeffrey A. Bloom sees clients in our Boston, Framingham, Dedham, and Woburn offices. Since 1997, his practice has focused exclusively on counseling and advocating for clients regarding Medicaid eligibility, estate planning, elder and disability law, guardianship, probate administration and liti...
Susan concentrates her practice on elder law, trusts and estate planning, estate administration, guardianship and real estate. She has practiced with a prominent estate planning firm in Boston concentrating her practice in the areas of estate planning and asset protection strategies and she lectures frequently on these...
Patricia C. D'Agostino is a member of the National Academy of Elder Law Attorneys, the American Bar Association, the Massachusetts Bar Association and the Boston Bar Association. Patricia received her Juris Doctorate from Suffolk University Law School where she was a dean's list student. Throughout law school Patricia...
Harry S. Margolis founded ElderLaw Services, the predecessor of Margolis & Bloom in June 1987. Prior to that he was an associate with Palmer & Dodge in Boston. He is a graduate of Swarthmore College and the New York University School of Law. Mr. Margolis is editor of The ElderLaw Report, a monthly newsletter fo...
Sarah Hartline received her Bachelor of Science degree from the University of Michigan with a dual major in Cognitive Science and Philosophy. She received her Juris Doctorate from Boston University School of Law. During law school, Sarah worked as a law clerk at Collins, Loughran and Peloquin, P.C., where she spe...
Rebecca J. Benson is Of Counsel to Margolis & Bloom. Since 1991, her practice has focused exclusively on estate planning, Medicaid eligibility, planning for beneficiaries with special needs, and advocating for nursing home and assisted living residents. Rebecca is the author of several works on estate planning and...
In addition to nursing home care, Medicaid may cover home care and some care in an assisted living facility. Coverage in your state may depend on waivers of federal rules.
READ MORETo be eligible for Medicaid long-term care, recipients must have limited incomes and no more than $2,000 (in most states). Special rules apply for the home and other assets.
READ MORESpouses of Medicaid nursing home residents have special protections to keep them from becoming impoverished.
READ MOREIn addition to nursing home care, Medicaid may cover home care and some care in an assisted living facility. Coverage in your state may depend on waivers of federal rules.
READ MORETo be eligible for Medicaid long-term care, recipients must have limited incomes and no more than $2,000 (in most states). Special rules apply for the home and other assets.
READ MORESpouses of Medicaid nursing home residents have special protections to keep them from becoming impoverished.
READ MORECareful planning for potentially devastating long-term care costs can help protect your estate, whether for your spouse or for your children.
READ MOREIf steps aren't taken to protect the Medicaid recipient's house from the state’s attempts to recover benefits paid, the house may need to be sold.
READ MOREThere are ways to handle excess income or assets and still qualify for Medicaid long-term care, and programs that deliver care at home rather than in a nursing home.
READ MORECareful planning for potentially devastating long-term care costs can help protect your estate, whether for your spouse or for your children.
READ MOREIf steps aren't taken to protect the Medicaid recipient's house from the state’s attempts to recover benefits paid, the house may need to be sold.
READ MOREThere are ways to handle excess income or assets and still qualify for Medicaid long-term care, and programs that deliver care at home rather than in a nursing home.
READ MOREMost states have laws on the books making adult children responsible if their parents can't afford to take care of themselves.
READ MOREApplying for Medicaid is a highly technical and complex process, and bad advice can actually make it more difficult to qualify for benefits.
READ MOREMedicare's coverage of nursing home care is quite limited. For those who can afford it and who can qualify for coverage, long-term care insurance is the best alternative to Medicaid.
READ MOREMost states have laws on the books making adult children responsible if their parents can't afford to take care of themselves.
READ MOREApplying for Medicaid is a highly technical and complex process, and bad advice can actually make it more difficult to qualify for benefits.
READ MOREMedicare's coverage of nursing home care is quite limited. For those who can afford it and who can qualify for coverage, long-term care insurance is the best alternative to Medicaid.
READ MOREDistinguish the key concepts in estate planning, including the will, the trust, probate, the power of attorney, and how to avoid estate taxes.
READ MORELearn about grandparents’ visitation rights and how to avoid tax and public benefit issues when making gifts to grandchildren.
READ MOREUnderstand when and how a court appoints a guardian or conservator for an adult who becomes incapacitated, and how to avoid guardianship.
READ MOREWe need to plan for the possibility that we will become unable to make our own medical decisions. This may take the form of a health care proxy, a medical directive, a living will, or a combination of these.
READ MOREDistinguish the key concepts in estate planning, including the will, the trust, probate, the power of attorney, and how to avoid estate taxes.
READ MORELearn about grandparents’ visitation rights and how to avoid tax and public benefit issues when making gifts to grandchildren.
READ MOREUnderstand when and how a court appoints a guardian or conservator for an adult who becomes incapacitated, and how to avoid guardianship.
READ MOREWe need to plan for the possibility that we will become unable to make our own medical decisions. This may take the form of a health care proxy, a medical directive, a living will, or a combination of these.
READ MOREUnderstand the ins and outs of insurance to cover the high cost of nursing home care, including when to buy it, how much to buy, and which spouse should get the coverage.
READ MORELearn who qualifies for Medicare, what the program covers, all about Medicare Advantage, and how to supplement Medicare’s coverage.
READ MOREWe explain the five phases of retirement planning, the difference between a 401(k) and an IRA, types of investments, asset diversification, the required minimum distribution rules, and more.
READ MOREFind out how to choose a nursing home or assisted living facility, when to fight a discharge, the rights of nursing home residents, all about reverse mortgages, and more.
READ MOREUnderstand the ins and outs of insurance to cover the high cost of nursing home care, including when to buy it, how much to buy, and which spouse should get the coverage.
READ MOREWe explain the five phases of retirement planning, the difference between a 401(k) and an IRA, types of investments, asset diversification, the required minimum distribution rules, and more.
READ MOREFind out how to choose a nursing home or assisted living facility, when to fight a discharge, the rights of nursing home residents, all about reverse mortgages, and more.
READ MOREGet a solid grounding in Social Security, including who is eligible, how to apply, spousal benefits, the taxation of benefits, how work affects payments, and SSDI and SSI.
READ MORELearn how a special needs trust can preserve assets for a person with disabilities without jeopardizing Medicaid and SSI, and how to plan for when caregivers are gone.
READ MOREExplore benefits for older veterans, including the VA’s disability pension benefit, aid and attendance, and long-term care coverage for veterans and surviving spouses.
READ MOREGet a solid grounding in Social Security, including who is eligible, how to apply, spousal benefits, the taxation of benefits, how work affects payments, and SSDI and SSI.
READ MORELearn how a special needs trust can preserve assets for a person with disabilities without jeopardizing Medicaid and SSI, and how to plan for when caregivers are gone.
READ MOREExplore benefits for older veterans, including the VA’s disability pension benefit, aid and attendance, and long-term care coverage for veterans and surviving spouses.
READ MORE