Protecting Your Family,
Preserving Your Legacy

Shober & Rock, P.C. has guided Bucks County families through life's most challenging legal transitions for over 30 years — from Medicaid planning to estate administration.

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40+
Years Experience
2
Elder Law Attorneys
8
Practice Areas
PA Licensed Family-Centered Free Consultation
Practice Areas

How We Help You

We offer a full range of elder law and estate planning services tailored to seniors, disabled individuals, and their families.

Elder Law & Long-Term Care

Comprehensive legal planning for seniors, covering all aspects of aging, care transitions, and long-term planning.

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Medicaid Applications

Navigating the complex Medicaid application process to help you access the care benefits you need.

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Asset Protection & Medicaid Planning

Strategic planning to preserve your wealth and assets while qualifying for Medicaid long-term care benefits.

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Estate Planning

Wills, trusts, powers of attorney, and healthcare directives tailored to your family's needs.

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Special Needs Trusts

Protecting the financial future of individuals with disabilities without jeopardizing their government benefits.

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Estate Administration

Guiding executors and families through the probate process and administration of an estate after loss.

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Nursing Home Abuse & Injury

Advocating for vulnerable residents who have suffered negligence or abuse in long-term care facilities.

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Tax Planning & Preparation

Estate and income tax planning strategies to minimize tax burdens for individuals and their heirs.

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Shober & Rock office entrance, 308 N. Main St., Chalfont PA
About Our Firm

A trusted partner for your family's most important decisions

A Bucks County law firm devoted to the legal needs of individuals facing long-term health care issues — and the families who care for them. Incorporated in 1996, we have spent nearly three decades developing specialized legal tools and techniques to meet the unique goals of our clients.

Using a holistic approach, we address the client's needs first — seeking a legal solution that works for our client, their family, and their caretaker. This custom approach means better outcomes and more satisfied clients.

Client-Centered, Holistic Approach

We address our client's needs, the family's concerns, and the caretaker's role together — not in isolation.

Coordinating Care & Legal Resources

We help families navigate both private and public funding options — from Medicaid to Veterans benefits — to finance the right level of care.

Custom Legal Solutions

No two families are alike. We develop tailored strategies that anticipate future challenges and protect what matters most.

Meet The Attorneys

Our dedicated legal team

Decades of combined experience serving Bucks County families with care, expertise, and personal attention.

Leonard L. Shober

Leonard L. Shober

Founding Attorney · J.D., LL.M. Taxation

Len graduated with honors from Temple University School of Law in 1986, earning the Bureau of National Affairs Award for scholastic excellence. He completed his LL.M. in Taxation at Temple in 1994, immediately establishing an estate and tax practice focused on the needs of the elderly and disabled. His background in psychology and social work shapes everything about how he works with elderly clients and families navigating crisis.

Renee C. Rock

Renee C. Rock

Partner · Attorney at Law

Renee concentrates her practice in Elder Law, Estate Planning, and Estate Administration. She graduated from Widener University School of Law in 2000, and holds a B.A. in Business Administration from Arcadia University and a degree in Paralegal Studies from Manor College. Her well-rounded perspective on the financial and legal dimensions of estate matters is a hallmark of her practice.

Alice R. Shober

Alice R. Shober

Estates & Trusts Paralegal

Alice joined Shober & Rock in 2004 and brings over 25 years of experience in estate and trust administration, asset valuation, fiduciary accounting, and preparation of probate documents and related tax returns. She holds a B.A. from West Chester University and a Paralegal Certificate in Estates and Trusts from the Institute for Paralegal Training.

CS

Christine St. John

Senior Medicaid Paralegal

Christine brings a rare insider's perspective from her earlier career in Nursing Home Administration, where she managed the financial and clinical operations of skilled nursing facilities. That experience gives her expert-level understanding of how Medicare and Medicaid work from the provider's side — knowledge she applies daily to five-year look-back audits and Medicaid applications.

How It Works

Your path to peace of mind

We've streamlined our process so working with us is simple, clear, and stress-free from day one.

1

Free Consultation

Schedule a no-obligation consultation to discuss your situation and learn how we can help.

2

Case Review

We review your finances, family situation, and goals to map out the right legal strategy.

3

Custom Plan

We develop a personalized plan — from asset protection to Medicaid applications to estate documents.

4

Ongoing Support

We're with you as things change — updating your plan as laws, family needs, and assets evolve.

Your First Visit

What to expect when you contact us

Many families come to us during one of the most stressful times of their lives. We want you to know exactly what happens when you reach out — so there are no surprises and no pressure.

1

Your First Call

When you call or send us a message, you'll speak with a member of our team — not an answering service. We'll listen to your situation, answer your initial questions, and explain how we can help. We'll discuss whether an in-person consultation makes sense for your needs, or whether our streamlined digital process is a better fit.

2

Complete a Questionnaire

We'll send you a secure online questionnaire through our client portal. This gives us the information we need to understand your situation before any work begins — and gets you into our system so we can serve you efficiently. Our team reviews every questionnaire carefully and will reach out if we have any questions.

3

Review Your Engagement Notice

Before any work begins, we send you a clear Engagement Notice that sets out exactly what services we will provide and the costs for those services — no surprises. You review it at your own pace. Once you approve, we get to work. We believe in complete transparency about scope and fees from the very beginning.

4

We Get to Work

Once you've approved the Engagement Notice, our team begins work on your matter. For many estate planning clients, our digital process means professional-quality documents without the cost of multiple in-person meetings — though we're always available to meet in person when that makes sense for your situation.

Not sure if you need an elder law attorney? Call us. If we can't help, we'll point you in the right direction — no charge.

Client Stories

What families say about us

Shober & Rock guided our family through my mother's Medicaid application during a very stressful time. They were patient, thorough, and genuinely caring throughout the entire process.

MP
Margaret P.
Medicaid Planning Client

Leonard Shober handled my father's estate with remarkable expertise and efficiency. What could have been an overwhelming process was made manageable through his clear guidance every step of the way.

RB
Robert B.
Estate Administration Client

When we needed a Special Needs Trust for our daughter, Renee Rock was exceptional. She understood the nuances of our situation and crafted a plan that truly protects our daughter's future.

CW
Carol & James W.
Special Needs Trust Clients
Common Questions

Frequently asked questions

Answers to the questions families ask us most often about elder law and estate planning.

What is elder law, exactly?

Elder law covers legal issues affecting seniors and disabled individuals — including Medicaid planning, long-term care, asset protection, guardianship, estate planning, and more. It's a broad practice area focused on navigating the legal side of aging.

When should I start Medicaid planning?

The earlier, the better. Medicaid has a 5-year "look-back" period on asset transfers, so planning well ahead gives you the most options. However, even last-minute planning before nursing home entry can protect a significant portion of your assets.

Do I need a will if I have a trust?

Yes — even with a trust, you should have a "pour-over" will that directs any assets not already in your trust to flow into it at death. It also allows you to name a guardian for minor children, which a trust cannot do.

What is a Power of Attorney?

A Power of Attorney is a legal document that authorizes another person (your "agent") to make financial or legal decisions on your behalf. A "durable" POA remains effective even if you become incapacitated — making it one of the most important documents for every adult to have.

What can I do if a loved one was abused in a nursing home?

Nursing home abuse and neglect is unfortunately common. You can take legal action against the facility. Our attorneys can investigate the situation, document the harm, and pursue compensation on your loved one's behalf. Contact us as soon as you suspect abuse.

How much does elder law planning cost?

Costs vary based on complexity — a simple will differs significantly from a full Medicaid crisis plan. We offer a free initial consultation where we can give you a clear picture of likely fees before any commitment. Most families find that the cost of planning is far less than the cost of not planning.

Recent Articles

From the blog

Helpful resources on elder law, Medicaid, estate planning, and protecting your family.

Medicaid Planning

Using Annuities With a Nursing Home Admission? Be Careful.

Annuities can be a powerful Medicaid planning tool — but only if every detail is handled correctly. Six critical tips before you buy.

By Renee C. Rock, Esquire
Family & Caregiving

The Price

Whether you stay or go, you pay a price for your role in a family. A reflection on caregiving, guilt, and the families who come to us for help.

By Leonard L. Shober
Elder Law · Estate Planning

Legal and Elder Law Passages

A decade-by-decade guide to the legal steps every family should take in their 60s, 70s, 80s, and 90s — before a crisis forces your hand.

By Leonard L. Shober, J.D., LL.M.
Elder Law

The Truth About "Elder Law"

More than 90% of families who need elder law help never find it. Here's what a good elder law attorney can answer in the first 30 minutes.

By Renee C. Rock, Esquire
Elder Law

Who Are They?

Behind the term "elder law" are survivors, lions, and the undaunted. A moving look at the extraordinary people at the heart of this practice.

By Leonard L. Shober
Powers of Attorney

Why Do I Need a Power of Attorney?

It is nice to have a Will, but it is essential to have a Power of Attorney. Learn why this document may be the most important part of your estate plan.

January 20, 2022 · Leonard L. Shober

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Existing & Prospective Clients

Client Resources

Access your secure client portal or complete an intake questionnaire online — from any device, no software required.

Existing Clients — Secure Portal

Clio for Clients

Your secure portal for communicating with our firm, accessing matter documents, reviewing invoices, and tracking your case — from any device.

  • We send you an invitation email when your matter is opened
  • No password required — a secure magic link is sent to your inbox each time
  • Access via browser or download the free Clio for Clients app
Open Client Portal →

You must have received a portal invitation from our office to log in.

New & Prospective Clients — Intake

Complete a Questionnaire

Select the form that matches your situation. All forms open directly in your browser — works on any device. Your progress is saved automatically.

Estate Planning

Married Couples
Estate Planning Questionnaire
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Single Individual
Estate Planning Questionnaire
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Asset Protection & Medicaid Planning

Married Couple
Asset Protection Questionnaire
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Single Individual
Asset Protection Questionnaire
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Spousal Protection
Asset Protection Questionnaire
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Document Drafting

Couple
Estate Planning Documents
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Separate Planning
Estate Planning Documents
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POAs & Advance Directives
Single Individual
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Other Forms

Estate Administration
Intake Form
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Retirement Planning
Questionnaire
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Document Uploads
Estate Planning
 →

Ready to protect your family's future? Let's talk — your first consultation is free.

Schedule a Free Consultation
Get In Touch

Contact Us

Reach out to schedule a free consultation or ask a question. We respond promptly to all inquiries.

Shober & Rock, P.C.

Address

308 N. Main St., Suite 400
Chalfont, PA 18914

Hours

Monday – Friday: 9:00 AM – 5:00 PM
Saturday: 9:00 AM – 12:00 PM (by appointment)

Privacy

Your inquiry is confidential — we never share your information.

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