Asset Protection Planning & Transfer of Assets

Plan ahead and get it right the first time. This is our mantra when it comes to advanced planning cases. Whether perfectly healthy or living with a challenging diagnosis, our advanced planning clients think ahead. They 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 their assets to remain at home for as long as possible. They strive to remain in control of their own decisions as they advance in age. They wish to preserve a legacy for their children and grandchildren.

The Socius Law Firm provide our advanced planning clients with the peace of mind that a qualified elder law attorney has put together an appropriate, personalized plan so that they remain well-informed and their assets well-protected.

Although individually tailored for each client, all of our asset protection plans address common themes of independence, protection and control, and are structured to include proper transfer of assets should that be appropriate or desired. The Socius Law Firm has the experience to find the right balance for each client.

Become an advanced planner today. If you are 60 or older, now is the time to sit down with an elder law attorney to discuss your future. Please feel free to contact an attorney at the Socius Law Firm to learn more.

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.