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William R. Blumer, Esq., CELA

Kozloff Stoudt Attorneys

William R. Blumer, Esq., CELA

Kozloff Stoudt Attorneys

William R. Blumer, Esq., CELA

Kozloff Stoudt Attorneys

Bill’s practice focuses on elder law, estate planning, estate administration, and fiduciary litigation. One of only about 75 attorneys in Pennsylvania certified in elder law by the National Elder Law Foundation, Bill delivers a combination of legal expertise and informal family counseling. Ultimately, Bill’s goal is for his clients to understand their options and feel confident in their decisions.  Compassionate and down-to-earth, Bill prides himself on building strong relationships with clients, explaining complex issues clearly, and offering a practical, empathetic approach to legal challenges.

In his elder law practice, Bill routinely helps clients protect assets from long-term care costs.  He drafts asset protection trusts, family caregiver agreements and comprehensive powers of attorney.  He also helps his clients navigate Medicaid and other government benefit programs.  This includes filing applications for benefits and appealing wrongful denials of benefits.

In estate planning, Bill drafts complex documents like wills, a variety of different trusts, and family limited partnerships to address tax issues impacting estates. His business law background enables him to provide comprehensive estate and succession planning, particularly for high-net-worth clients and family businesses.

Bill also represents executors and trustees in estate and trust administration matters.  He and his staff prepare all necessary documents, tax returns, and accountings. He keeps beneficiaries informed and handles family disputes when they arise.

In fiduciary litigation, Bill advocates for both beneficiaries and fiduciaries, addressing disputes like will contests, fiduciary surcharges, and trust mismanagement.

Bill is deeply involved in the community, currently serving as President-Elect of the Pennsylvania Association of Elder Law Attorneys, President of the Berks County Bar Foundation, and he chairs the Berks County Bar Association’s Estate Planning and Elder Law Section.  He serves on the Board of Directors for Easterseals Eastern Pennsylvania and is the immediate past board chair. He is a former Chair of the Board of Directors for Berks Encore and has also served on the boards of the Berks County Chapter of the American Red Cross, Reading Symphony Orchestra, Yocum Institute for Arts Education, Circle of Life Coalition, and the Community Justice Project.

Firm Description

Dedicated to Your Legal Success

Innovative Solutions | Proven Results

At Kozloff Stoudt, we deliver legal solutions that meet our clients’ needs. Since our founding, we have dedicated our practice to offering skilled and compassionate representation. Our attorneys understand that legal issues can be complex and stressful, so we take a client-centered approach. We listen, strategize, and act with your best interests in mind.

We handle cases across various legal areas, ensuring individuals, families, business owners, and government entities receive the support they need. Every case is unique, and we align our approach with your goals. Above all, we will prioritize your success, delivering clear guidance and strong advocacy at every step.

Expertise & Certification

  • Certified in Elder Law, National Elder Law Foundation

Memberships

  • National Elder Law Foundation, member
  • Estate Planning and Elder Law section of the Berks County Bar Association, chair
  • Pennsylvania Association of Elder Law Attorneys, board member
  • Berks County Estate Planning Council, past president

Education

  • Penn State Dickinson Law, J.D.
  • Villanova University Charles Widger School of Law, LL.M. in Taxation
  • Bucknell University, B.A., cum laud

Practice Areas

  • Elder Law
  • Estate Planning
  • Estate Administration

 

Hours

Day From To
Monday 8:00 AM 5:30 PM
Tuesday 8:00 AM 5:30 PM
Wednesday 8:00 AM 5:30 PM
Thursday 8:00 AM 5:30 PM
Friday 8:00 AM 5:00 PM

Cost

What Is an Elder Law Attorney?

Main Office

2640 Westview Dr.
Wyomissing, PA 19610

On the web

View Firm Website

Social Media


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.

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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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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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