Margolis & Bloom

Planning for the future, especially when it involves the complex areas of elder law and estate planning, can feel daunting. For individuals and families across Massachusetts, securing their legacy, protecting assets, and ensuring the well-being of loved ones requires expert guidance combined with deep compassion. Margolis & Bloom, LLP, with a conveniently located office in Woburn, MA, stands as a national leader in these critical fields, offering comprehensive and empathetic legal solutions designed to provide peace of mind.

For over 30 years, Margolis & Bloom has dedicated its practice to serving Massachusetts residents, earning a reputation for unparalleled expertise and a client-centered approach. They understand that estate planning for seniors and families with special needs is not just about legal documents; it's about building relationships and providing clear, practical solutions tailored to unique circumstances. Their team of highly skilled attorneys, including recognized "Super Lawyers" and authors in the field, is committed to delivering the highest caliber of service and results. Whether you're navigating the complexities of long-term care planning, establishing a special needs trust, or managing probate administration, Margolis & Bloom works collaboratively to ensure your assets are protected and your loved ones are provided for.

The firm's commitment to excellence is reflected in their proactive approach, extensive knowledge, and unwavering dedication to their clients' futures. They pride themselves on making intricate legal processes understandable, allowing clients to feel empowered and confident in their decisions. For anyone in Massachusetts seeking to secure their legacy and ensure the well-being of their family for generations to come, Margolis & Bloom offers a trusted and experienced partner right in their local community.

Margolis & Bloom is conveniently located at 300 Tradecenter Dr Suite 2700, Woburn, MA 01801, USA. This prime address in Woburn ensures exceptional accessibility for clients residing throughout Massachusetts, particularly those in the Greater Boston area, Middlesex County, and the surrounding regions. Woburn is a well-established commercial hub known for its excellent transportation links, including direct access to major highways such as I-93 and I-95 (Route 128). This strategic positioning makes it a practical and easily reachable destination for individuals traveling from various parts of the Commonwealth. The Tradecenter Drive complex is a prominent and professional office park, offering clear directions and generally ample parking, which helps to alleviate any logistical stress for clients attending appointments.

The firm's presence within this modern business center provides a professional, discreet, and comfortable environment, which is crucial for discussing sensitive legal matters like estate planning, elder law, and special needs planning. The private setting of the office allows clients to feel secure and at ease when sharing personal and financial information. Being embedded in the Woburn community also means that Margolis & Bloom possesses a deep understanding of local resources, court systems, and the specific legal landscape within Massachusetts. This local insight, combined with their national recognition, allows them to provide tailored and highly effective legal strategies for Massachusetts residents, emphasizing their commitment to serving the local populace with convenience and expertise.

Margolis & Bloom specializes in key areas of law crucial for securing the future of individuals and families, particularly those with aging family members or special needs. Their services are designed to be comprehensive and empathetic, providing robust legal solutions.

• Estate Planning: This is a cornerstone of their practice, encompassing a wide range of services to help clients plan for their future and legacy. This includes:
  • Wills and Trusts: Crafting and reviewing legally sound wills and various types of trusts, such as revocable living trusts, irrevocable trusts, and credit bypass trusts, to ensure assets are distributed according to client wishes, avoid probate, and minimize estate taxes.
  • Powers of Attorney: Preparing durable powers of attorney for financial matters, allowing trusted individuals to manage financial affairs if the client becomes incapacitated.
  • Health Care Proxies and Living Wills: Drafting advance directives that appoint healthcare agents and outline medical treatment preferences, ensuring clients' healthcare wishes are respected.
• Special Needs Planning: Margolis & Bloom is a recognized leader in planning for families with special needs. This involves:
  • Special Needs and Supplemental Needs Trusts: Establishing trusts designed to manage assets for individuals with disabilities without jeopardizing their eligibility for public benefits (e.g., SSI, Medicaid).
  • Guardianship and Conservatorship: Assisting families in establishing legal guardianship or conservatorship for incapacitated loved ones, ensuring their care and financial well-being.
  • Navigating Federal and State Programs: Guiding families through the intricate maze of federal and state programs available for disabled family members.
• Long-Term Care and MassHealth Planning: The firm provides critical guidance for seniors and their families on financing long-term care. This includes:
  • MassHealth (Medicaid) Eligibility: Strategizing to protect assets while qualifying for MassHealth benefits to cover the high costs of nursing home care or in-home care.
  • Asset Protection Strategies: Developing legal strategies to safeguard wealth from the rising costs of long-term care, while adhering to legal requirements.
• Probate Administration and Estate Settlement: The firm assists families with the legal processes involved after a loved one's passing, including navigating probate court, administering estates, and ensuring the smooth transfer of assets according to the will or state law.
• Trustee Services: Providing guidance and support related to the responsibilities of a trustee.
• Probate and Trust Disputes: Offering representation in contentious matters related to wills, trusts, and estate administration.

• National Leadership in Elder Law and Special Needs Planning: Margolis & Bloom is widely recognized as a national leader in these complex fields. This distinction provides clients with access to cutting-edge strategies and deep expertise, ensuring comprehensive and effective solutions.
• Recognized Experts and Authors: Attorneys at Margolis & Bloom, including Harry S. Margolis and Jeffrey Bloom, are often recognized as "Super Lawyers" and have literally "written the books" on elder law for Massachusetts attorneys. This demonstrates their profound knowledge and influence in their practice areas.
• Comprehensive Team Approach: The firm emphasizes a collaborative "team approach" where "each of us collaborates with and respects every member of our team—together we help our clients." This ensures a holistic and well-supported experience for every client.
• Exceptional Devotion to Client Service: A core value of Margolis & Bloom is an "exceptional devotion to client service." They strive to deliver the "highest caliber of service and results possible," making clients feel heard, understood, and confident in their legal journey.
• Convenient Client Access: The firm offers practical features like evening hours (Mondays and Wednesdays in their Wellesley office) and home visits for clients unable to travel to their offices, demonstrating a commitment to client convenience and accessibility.
• Systems for Quality Outcomes: Margolis & Bloom employs "systems that ensure quality outcomes every time." This suggests a meticulous and consistent approach to legal processes, designed to achieve predictable and positive results.
• Community and Professional Engagement: The firm actively supports various charitable organizations and professional associations like the Boston Bar Association, showing their commitment to the legal community and social responsibility beyond their practice. They also offer scholarships for law students from under-represented backgrounds.

While specific, traditional "promotions or special offers" like discounts are not publicly advertised by Margolis & Bloom, the firm consistently provides invaluable benefits that act as ongoing "special offers" for clients in Massachusetts. A significant feature is their highly comprehensive and empathetic approach to initial consultations. During these meetings, the firm's expert attorneys take the time to deeply understand clients' unique needs and goals, as highlighted by their commitment to "listening to their clients' unique needs and goals, tailoring their services to create personalized solutions." This detailed and personalized initial assessment provides immense value, giving clients clarity and strategic direction for their estate planning or elder law matters without an immediate financial commitment for the full scope of services.

Furthermore, their client-focused accessibility, including offering evening hours and home visits for those unable to travel, can be seen as a valuable "special offer" for busy or less mobile Massachusetts residents. This commitment to convenience underscores their dedication to providing accessible, high-quality legal support that goes beyond standard practice. The firm's recognition as "Super Lawyers" and authors in the field also provides an inherent "special offer" of unparalleled expertise and trusted guidance.

To connect with Margolis & Bloom and learn more about their specialized elder law and estate planning services, please use the following contact details:

• Address: 300 Tradecenter Dr Suite 2700, Woburn, MA 01801, USA
• Phone: (781) 376-0509
• Mobile Phone: +1 781-376-0509

The firm welcomes inquiries and encourages prospective clients to reach out via phone to schedule a consultation. Their knowledgeable team is ready to provide the expert guidance you need to secure your future and protect your loved ones.

For residents across Massachusetts, Margolis & Bloom in Woburn stands as an exceptionally suitable and highly recommended legal resource, particularly for complex elder law and estate planning needs. Its suitability for locals is derived from a potent combination of its accessible location, unparalleled specialized expertise, and a profoundly compassionate, client-centric approach.

Firstly, the firm's physical address at 300 Tradecenter Dr Suite 2700 in Woburn offers significant practical advantages for Massachusetts residents. Woburn's strategic position, with excellent access to major highways, makes it a convenient and easily reachable destination for clients from Boston, the North Shore, and other surrounding communities. This logistical ease is crucial when dealing with sensitive and often time-consuming legal matters. The professional and private environment of the Tradecenter complex further ensures comfort and discretion during consultations. Importantly, being deeply embedded in the Massachusetts legal landscape gives Margolis & Bloom a nuanced understanding of state-specific laws, local court procedures, and community resources, which is invaluable for effective planning.

More profoundly, the firm’s national recognition as a leader in elder law and special needs planning, combined with its team of "Super Lawyers" and authors in the field, provides Massachusetts locals with access to top-tier expertise right in their backyard. This level of specialization means clients can be confident they are receiving the most current, comprehensive, and effective strategies for wills, trusts, MassHealth planning, asset protection, and supporting family members with special needs. Their "exceptional devotion to client service" ensures that complex legal concepts are explained clearly and that clients feel genuinely understood and supported throughout their journey.

Finally, the firm's commitment to client convenience, offering features like evening hours and home visits for those who cannot travel, truly cements its suitability for the diverse needs of the Massachusetts population. For any local seeking not just legal representation but a compassionate, highly knowledgeable, and accessible partner to secure their legacy and ensure the well-being of their family for generations, Margolis & Bloom in Woburn is an unequivocally excellent choice.