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Jeffrey Bloom

Margolis & Bloom

Jeffrey Bloom

Margolis & Bloom

Jeffrey Bloom

Margolis & Bloom

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 litigation, and planning for those with special needs. In 2008 and 2009, he was named a Super Lawyer by Boston Magazine, after a peer and panel review which names less than 5 percent of Massachusetts attorneys.

He is author of West Publishing's first professional treatise on elder law for its widely utilized Massachusetts Practice Series, titled "Elder Law". He is the co-author of "Nursing Home MassHealth Eligibility" for Massachusetts Continuing Legal Education's Estate Planning for the Aging or Incapacitated Client in Massachusetts: Protecting Legal Rights, Preserving Resources, and Providing Health Care.

He has also authored numerous articles on elder and disability law for publications such as:
- The ElderLaw Report
- Massachusetts Lawyers Weekly
- Journal of the Massachusetts Academy of Trial Attorneys
- Trusts and Estates magazine

Attorney Bloom is a frequent lecturer in programs for attorneys, financial advisors, accountants and social workers, and has appeared as a guest expert on elder and disability law on television and radio shows.

He has served as an ombudsman for the Executive Office of Elder Affairs and also served on an Advisory Board of Health Law Advocates. Attorney Bloom is a member of the National Academy of Elder Law Attorneys, The Academy of Special Needs Planners, and the Massachusetts Bar Association.

Attorney Bloom received his B.A. in Economics from Brandeis University and his J.D. from Suffolk University Law School, where he was awarded the Best Brief Award for research and writing. Before joining Margolis & Bloom, he worked as a judicial clerk on both the Massachusetts Appeals and District Courts.

Firm Description

Margolis & Bloom provides the highest level of legal representation to help clients protect their assets, families and legacies in an increasingly risky world. We specialize in the areas of planning for long-term care, children with special needs, and smooth estate administration for individuals and families.

Hours

Day From To
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 4:00 PM

Cost

What Is an Elder Law Attorney?

Main Office

100 William Street
Suite 220
Wellesley, MA 02481

745 Boylston St
7th Floor
Boston, MA 02116

On the web

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View Firm Blog


Medicaid 101
What Medicaid Covers

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.

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How to Qualify for Medicaid

To 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.

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Medicaid’s Protections for Spouses

Spouses of Medicaid nursing home residents have special protections to keep them from becoming impoverished.

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What Medicaid Covers

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.

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How to Qualify for Medicaid

To 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.

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Medicaid’s Protections for Spouses

Spouses of Medicaid nursing home residents have special protections to keep them from becoming impoverished.

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Medicaid Planning Strategies

Careful planning for potentially devastating long-term care costs can help protect your estate, whether for your spouse or for your children.

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Estate Recovery: Can Medicaid Take My House After I’m Gone?

If 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.

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Help Qualifying and Paying for Medicaid, Or Avoiding Nursing Home Care

There 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.

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Are Adult Children Responsible for Their Parents’ Care?

Most states have laws on the books making adult children responsible if their parents can't afford to take care of themselves.

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Applying for Medicaid

Applying for Medicaid is a highly technical and complex process, and bad advice can actually make it more difficult to qualify for benefits.

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Alternatives to Medicaid

Medicare'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.

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ElderLaw 101
Estate Planning

Distinguish the key concepts in estate planning, including the will, the trust, probate, the power of attorney, and how to avoid estate taxes.

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Grandchildren

Learn about grandparents’ visitation rights and how to avoid tax and public benefit issues when making gifts to grandchildren.

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Guardianship/Conservatorship

Understand when and how a court appoints a guardian or conservator for an adult who becomes incapacitated, and how to avoid guardianship.

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Health Care Decisions

We 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.

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Estate Planning

Distinguish the key concepts in estate planning, including the will, the trust, probate, the power of attorney, and how to avoid estate taxes.

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Grandchildren

Learn about grandparents’ visitation rights and how to avoid tax and public benefit issues when making gifts to grandchildren.

READ MORE
Guardianship/Conservatorship

Understand when and how a court appoints a guardian or conservator for an adult who becomes incapacitated, and how to avoid guardianship.

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Health Care Decisions

We 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.

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Long-Term Care Insurance

Understand 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.

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Medicare

Learn who qualifies for Medicare, what the program covers, all about Medicare Advantage, and how to supplement Medicare’s coverage.

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Retirement Planning

We 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.

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Senior Living

Find 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.

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Social Security

Get 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.

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Special Needs Planning

Learn 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.

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Veterans Benefits

Explore benefits for older veterans, including the VA’s disability pension benefit, aid and attendance, and long-term care coverage for veterans and surviving spouses.

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