Elder Law & Medicaid Planning Attorney

The Socius Law Firm assists clients with legal issues that affect older people and their caretakers in Central Massachusetts, Worcester and its surrounding communities, including Westborough, Southborough, Northborough, Hopkinton, Grafton, Upton, Shrewsbury, Marlborough and Framingham. This includes developing and implementing Medicaid Planning Strategies (MassHealth) that help protect assets from the cost of long-term care in a nursing home.

Asset Protection Planning

We all know the old saying “failing to prepare ahead is preparing to fail”, and while it might sound like a cliché, advanced Medicaid planning (MassHealth) it is critical if you are concerned about the cost of long-term nursing care. Many of our advanced planning clients have heard through a friend or neighbor that their house could be in jeopardy if they ever went to a nursing home. They want to know how they can structure and protect all of their assets, including the principal residence, from the cost of long term care. Socius’ asset protection plans are individually customized for each client and address these common concerns. As an experienced elder law and Medicaid planning attorney, Socius will give you peace of mind that an appropriate plan is in place to make sure assets are well-protected for future generations.

For more information, please see MassHealth/Medicaid Eligibility Rules & Common Asset Protections Strategies and Massachusetts Medicaid Numbers for Long Term Nursing Care.

MassHealth Eligibility & Application for Benefits

The Socius Law Firm assists families in obtaining long term nursing home eligibility through MassHealth (Medicaid). Placing a parent or other loved one in a nursing home can be a very difficult and upsetting decision for a family. In addition to the emotional aspects, the financial cost alone is often overwhelming. As an Westborough MA Medicaid planning attorney, our knowledge and experience ensures that clients understand their options and are able to make informed decisions when applying for MassHealth. Socius assists families with all aspects of the MassHealth application process, from the first contact with MassHealth, to managing communication with the nursing home, through approval for the program.

Satisfied Client Stories

“Reach out to Todd Rosenfield! I highly recommend Socius as an estate planning law firm. He will walk you step-by-step through the process. As our needs or priorities change in life, we plan to continue working with Todd to help advise us to make necessary changes.”

by Mark S., Westborough, MA

“I brought my elderly parents to see Todd Rosenfield for an initial estate planning consultation. They were a bit nervous and not too sure they wanted to set up a revocable living trust. Todd took the time to explain the options and was very patient. He answered all their questions. We hired him on the spot.”

by Bill P., Southborough, MA

“Socius was so helpful in getting me to understand what I needed to do in order to protect my home from the costs of nursing home care.”

by Mary L. Hopkinton, MA

Tools & Resources

MassHealth Eligibility Numbers

The following figures are used to determine eligibility for a MassHealth member who lives in a long-term care facility.

MassHealth Elgibility Rules & Asset Protection Strategies

For most individuals, the object of long‑term care planning is to protect savings while simultaneously qualifying for nursing home Medicaid benefits. This can be done within the following rules of Medicaid eligibility.

Elder Law & Medicaid Planning Worksheet

If your ready to get started, please complete our Elder Law & Medicaid Planning Worksheet and contact our office to schedule an initial planning meeting.