Margolis & Bloom, LLP

Margolis & Bloom, LLP is a highly esteemed law firm with an office conveniently located at 839 Washington Street, Norwood, MA 02062, USA. As a leading legal practice within the "Lawyers Near Me" platform category, Margolis & Bloom, LLP is dedicated to providing specialized legal services, with a primary focus on elder law, estate planning, and special needs planning. Clients can easily connect with their knowledgeable team via phone at (781) 769-3110 or through their mobile line at +1 781-769-3110, ensuring accessible and responsive legal support.

The environment at Margolis & Bloom, LLP is characterized by a strong emphasis on empathy, compassion, and client comfort. While specific details about the interior aesthetics of their Norwood office are not publicly detailed, the firm's overarching philosophy, as conveyed through its mission and client testimonials, points to a supportive and understanding atmosphere. The firm aims to make what can often be daunting discussions about future planning, illness, or crisis feel manageable and reassuring. They prioritize active listening and clear communication, ensuring clients' questions are answered and concerns are thoroughly understood. This client-centric approach fosters an environment of trust, where individuals feel comfortable discussing sensitive personal and financial matters.

Margolis & Bloom, LLP offers a comprehensive range of legal services tailored to the unique needs of seniors, individuals with disabilities, and families planning for their future. Their core practice areas include:

• Estate Planning: This involves assisting clients in preparing for the future by drafting essential documents such as wills, various types of trusts (including revocable and irrevocable), powers of attorney, and healthcare proxies. The goal is to ensure assets are protected, distributed according to the client's wishes, and potential tax implications are minimized.
• Special Needs Planning: The firm specializes in creating plans that secure the financial future and well-being of individuals with disabilities, often involving special needs trusts that allow beneficiaries to maintain eligibility for government benefits while receiving supplemental support.
• Long-Term Care and MassHealth (Medicaid) Planning: A critical area of their expertise, this service involves advising clients on strategies to pay for long-term care, whether at home, in assisted living facilities, or nursing homes, including navigating the complex eligibility requirements for MassHealth applications and appeals.
• Estate Settlement: The firm guides families through the often complex process of administering an estate after a loved one's passing, including probate administration, asset distribution, and addressing any potential disputes.
• Trustee Services: They provide legal counsel and support to individuals acting as trustees, ensuring fiduciary duties are met and trusts are administered in accordance with legal requirements and the grantor's intentions.
• Probate and Trust Disputes: Margolis & Bloom, LLP represents clients in litigated matters arising from disagreements over wills, trusts, or estate administration, striving to resolve conflicts effectively and efficiently.
• Guardianship and Conservatorship: They assist families in establishing legal arrangements for the care and financial management of loved ones who are unable to make decisions for themselves.

The defining features of Margolis & Bloom, LLP include their extensive experience, national recognition, team-based approach, and profound commitment to client service.

With over 30 years of providing legal services to Massachusetts residents, the firm has established itself as a leader in elder law and estate planning. Their attorneys are recognized both within Massachusetts and nationally as experts in their fields, with some being "Super Lawyers" and authors of authoritative treatises like "The Elder Law treatise for Massachusetts attorneys." This deep expertise ensures clients receive the highest caliber of legal advice.

A key characteristic is their "team approach." They emphasize that they "don't just work for our clients, we work for one another," fostering internal collaboration and mutual respect that benefits clients. This collective knowledge and effort contribute to finding comprehensive and practical solutions.

Their dedication to client service is paramount. They strive to speak "plain English, not legalese," making complex legal information understandable. They are responsive, returning calls promptly, and demonstrating an "exceptional devotion to client service." This commitment extends to providing practical advice that achieves clients' goals and offering "empathy and compassion" during sensitive times.

The firm also distinguishes itself through accessibility and convenience. They offer evening hours by appointment in some offices and, crucially, make home visits for clients who are unable to travel to their offices. This flexibility significantly enhances the client experience, particularly for elderly clients or those with mobility challenges. Their internal systems are designed to "ensure quality outcomes every time," reflecting a consistent commitment to excellence.

While specific recent client reviews were not directly provided in the prompt, general testimonials available online, such as those quoted on their website, paint a picture of highly satisfied clients. Phrases like "Your services were the best investment I ever made," "I can't imagine a friendlier, more understanding or more competent firm," and "Intelligent and caring professionals who provide excellent service" reflect the high regard in which the firm is held. Clients also commend the pleasantness and accommodating nature of the staff, noting, "I especially noted that not only was everyone very helpful to me but also was so pleasant and accommodating. I would definitely recommend your services." These comments underscore the firm's success in combining legal expertise with a compassionate and client-friendly approach.

For promotional information, Margolis & Bloom, LLP can highlight its position as a nationally recognized leader in elder law and estate planning, emphasizing over 30 years of experience. Their Norwood office at 839 Washington Street serves as a local point of contact for the community. The firm should prominently feature their comprehensive service offerings, particularly their expertise in complex areas like MassHealth planning and special needs trusts, which are critical concerns for many families.

Promotional messaging can underscore their commitment to a "team approach" and their focus on providing "practical solutions" with "empathy and compassion." Emphasizing their plain-English explanations and responsive communication can attract clients seeking clarity and reassurance. The convenience of their multiple office locations and the availability of home visits demonstrate their dedication to client accessibility. Highlighting the fact that their attorneys are authors of authoritative books on elder law further solidifies their expert status. The firm's commitment to community engagement and offering a scholarship to law students from underrepresented backgrounds also speaks to their broader values. By consistently delivering "highest caliber of service and results possible," Margolis & Bloom, LLP presents itself as the premier choice for elder law and estate planning needs for residents of Norwood and the greater Massachusetts area.