Margolis Bloom & D'Agostino

Lawyers Near MeMassachusettsNorfolk CountyWellesleyWilliam Street

20 William St #320, Wellesley, MA 02481, USA

4.0

My experience with Margolis Bloom & D’Agostino was excellent from start to finish. I felt very comfortable. Due to unforeseen circumstances I had to postpone several appointments. They were most patient and helpful. I would definitely recommend this firm( Patricia D’Agostino and team)

Anne Saunders
  • Overview

Hours

Monday 9:00 AM - 5:00 PM
Tuesday 9:00 AM - 5:00 PM
Wednesday 9:00 AM - 5:00 PM
Thursday 9:00 AM - 5:00 PM
Friday 9:00 AM - 5:00 PM
Saturday Closed
Sunday Closed

Margolis Bloom & D'Agostino Introduce

Welcome to a comprehensive introduction to Margolis Bloom & D'Agostino, a highly respected law firm located at 20 William St #320, Wellesley, MA 02481, USA. Positioned prominently within the "Lawyers Near Me" platform category, this firm is dedicated to providing specialized legal services to local users, particularly in the critical areas of elder law, estate planning, and special needs planning. This detailed overview will explore the firm's environment, the breadth of its services, its distinctive features, and valuable promotional information, all based on publicly available data and client testimonials.

Environment and Location

Margolis Bloom & D'Agostino's office at 20 William St #320 in Wellesley, Massachusetts, places it within a professional and accessible hub in the heart of Wellesley Hills. Wellesley is known for its sophisticated and community-oriented atmosphere, making it a convenient and comfortable location for clients seeking legal counsel. The choice of an office within a professional building suggests a setting designed for privacy and focused consultations, ensuring that clients can discuss sensitive legal matters in a secure and serene environment. The firm also has other offices in Massachusetts, including Boston, Framingham, Woburn, and Dedham, indicating a broad reach while maintaining a strong local presence in Wellesley. The strategic location aims to serve the residents of Wellesley and surrounding communities effectively, offering ease of access for those in need of their specialized legal expertise.

Services Offered

Margolis Bloom & D'Agostino distinguishes itself through its specialized focus on areas crucial for long-term financial and personal well-being, particularly for seniors and individuals with special needs. Their primary practice areas include:

  • Estate Planning: This comprehensive service involves crafting wills, trusts, and other legal documents to ensure assets are protected and distributed according to clients' wishes. This includes strategies for minimizing taxes and avoiding probate.
  • Elder Law: A broad field encompassing legal issues affecting older adults, including long-term care planning, MassHealth (Medicaid) applications and appeals, and strategies for asset protection against the high costs of nursing home care. The firm actively helps clients explore options for financing care at home, in assisted living facilities, or in nursing homes through various MassHealth, Veterans, and low-income programs.
  • Special Needs Planning: Dedicated to ensuring the financial security and well-being of individuals with disabilities without jeopardizing their eligibility for essential government benefits. This often involves establishing special needs trusts.
  • Probate Administration: Guiding executors and administrators through the legal process of validating a will, settling an estate, and distributing assets to beneficiaries. This includes handling complex estate settlements and trust administrations.
  • Guardianship and Conservatorship: Assisting families in obtaining legal authority to make financial and personal decisions for loved ones who are no longer able to do so themselves.
  • Trustee Services: Providing professional trustee services to manage and administer trusts according to their terms.
  • Probate and Trust Disputes: Representing clients in resolving conflicts and litigation related to wills, trusts, and estate administration.

The firm's attorneys are recognized as experts in these fields, often contributing to legal treatises and engaging in public education, which further solidifies their standing as a go-to resource for these complex legal matters. They have even authored "The Elder Law treatise for Massachusetts attorneys," underscoring their profound expertise.

Features and Approach

Margolis Bloom & D'Agostino stands out due to several key features that enhance the client experience and legal outcomes:

  • Specialized Expertise: With over 30 years of experience, the firm has developed deep expertise in elder law, estate planning, and special needs planning. Their attorneys, including partners Jeffrey A. Bloom, Patricia C. D'Agostino, Sarah Hartline, and founding partner Harry S. Margolis, are highly recognized in Massachusetts and nationwide as experts in their fields, frequently named "Super Lawyers" and "Best Firm in Elder Law."
  • Team Approach: The firm emphasizes a collaborative "team approach," where attorneys and staff work together, leveraging collective knowledge and experience to achieve the best possible results for clients. This ensures comprehensive support and a holistic perspective on each case.
  • Client-Centric Philosophy: Margolis Bloom & D'Agostino prides itself on providing empathetic, compassionate, and attentive service. They aim to simplify complex legal issues for clients, offering practical solutions and making them feel comfortable throughout the process.
  • Accessibility and Convenience: To accommodate clients' needs, the firm offers evening hours (Mondays and Wednesdays in their Wellesley office) and home visits for clients who are unable to travel to their offices. This dedication to accessibility greatly benefits clients, especially those with mobility challenges or demanding schedules.
  • Educational Resources: The firm actively provides valuable resources to clients and the public, including blog posts, legal guides, videos, and podcasts available on their website, www.margolisbloom.com. Harry S. Margolis, the founding partner, also answers consumer questions about estate planning through various platforms, demonstrating their commitment to informed clients.
  • Commitment to Quality: The firm employs systems designed to ensure quality outcomes every time, reflecting their dedication to delivering the highest caliber of service and results.
Promotional Information and Client Testimonials

The promotional efforts of Margolis Bloom & D'Agostino heavily feature their established reputation, specialized expertise, and the positive feedback from their clients. Key messages often include:

  • "Handled with care." – A tagline reflecting their compassionate approach to sensitive legal matters.
  • "It's a Team Approach. And it Works." – Highlighting their collaborative and effective operational model.
  • Recognition as "Super Lawyers" and "Best Firm in Elder Law," which provides external validation of their legal prowess.
  • Authorship of "The Elder Law treatise for Massachusetts attorneys," showcasing their authoritative knowledge.

The provided client testimonials strongly support the firm's commitment to excellent client service:

  • "My experience with Margolis Bloom & D’Agostino was excellent from start to finish. I felt very comfortable. Due to unforeseen circumstances I had to postpone several appointments. They were most patient and helpful. I would definitely recommend this firm (Patricia D’Agostino and team)." This review underscores the firm's patience, flexibility, and the supportive nature of the team, particularly highlighting Patricia D'Agostino's leadership.
  • "Excellent client service from the start of the process all the way through to final document execution! Happy to recommend them to anyone!" This testimonial emphasizes the consistent quality of service and the successful completion of legal tasks, leaving clients highly satisfied.

Additional testimonials from their website and other sources further reiterate themes of empathy, professionalism, and positive outcomes:

  • "Intelligent and caring professionals who provide excellent service."
  • "I can't imagine a friendlier, more understanding or more competent firm."
  • "Your services were the best investment I ever made."

These reviews collectively paint a picture of a law firm that not only possesses deep legal knowledge but also genuinely cares for its clients, providing peace of mind during often challenging life transitions. For local users searching "Lawyers Near Me," Margolis Bloom & D'Agostino presents itself as a trusted and highly competent option for elder law, estate planning, and special needs legal services. Their direct contact number, (781) 705-6400, and mobile phone, +1 781-705-6400, ensure easy accessibility for those seeking to initiate contact and explore how the firm can assist with their legal needs.

Margolis Bloom & D'Agostino Location

20 William St #320, Wellesley, MA 02481, USA

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© Leaflet © OpenStreetMap contributors

Reviews

My experience with Margolis Bloom & D’Agostino was excellent from start to finish. I felt very comfortable. Due to unforeseen circumstances I had to postpone several appointments. They were most patient and helpful. I would definitely recommend this firm( Patricia D’Agostino and team)

Jan 11, 2024 · Anne Saunders

Excellent client service from the start of the process all the way through to final document execution! Happy to recommend them to anyone!

Jan 01, 2025 · Eric Danner

We worked with Patricia D'Agostino updating our estate documents after moving into Massachusetts from out of state. We have been very satisfied. Patricia and her staff were competent, spent the time with us necessary to answer our questions and were pleasant to work with. We highly recommend Patricia and her firm.

Mar 10, 2023 · Judy Newton

Tricia D’Agustino covered everything I needed without me even knowing what that was. The firm was recommended to me because they specialize in special needs trusts. Tricia made sure every aspect of my planning was done thoroughly. She also explained everything and helped me to make choices and areas that we’re not so clear to understand.

Oct 03, 2023 · Pamela Katziff

Several years ago I worked with Tricia D'Agostino on my mother's trust and estate matters and found her to be deeply knowledgeable, extremely well versed on changing regulations, and a caring, thoughtful person to work with. More recently I worked with Laura Goodman on trust and estate matters for my brother and I was equally happy working with her. My brother's situation presented a lot of unusual twists and turns. He was the kind of person who had a hard time doing paperwork or keeping his affairs in order. But no matter what new surprise I sprung on her, Laura was never fazed and always came up with good solutions to whatever problem came our way. Like Tricia, Laura is a caring, empathic person, and that makes such a difference when one is dealing with illness and disability, or grieving the loss of a loved one. I'm delighted to give them both my highest recommendation.

Oct 26, 2023 · Ed Gray

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