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Lisa M. Neeley
Of Counsel

P: 508.929.1621 | F: 508.772.0488 | | vCardPrint | PDF


Biography

Lisa is an attorney in the Firm's Trusts and Estates Group. She focuses her practice on elder law, estate, and special needs planning matters.

Lisa assists clients in the preparation and filing of complex MassHealth applications, from the planning and filing process through representation for any necessary appeals. In conjunction with her MassHealth expertise, Lisa has represented clients in appeal hearings regarding benefit eligibility issues before the Board of Hearings, Superior Court, and Massachusetts Appeals Court. In addition, Lisa has expertise in assisting elderly and disabled clients with the process of applying for community MassHealth benefits to enable them to remain in their homes while receiving care.

Lisa routinely assists clients of all ages with the preparation of estate and long-term care planning documents, including powers of attorney, health care proxies, wills, and trusts. She regularly appears in Probate Court to represent individuals and families in guardianship, conservatorship, and estate administration matters. Lisa frequently speaks to local senior centers, hospitals, nursing homes, and community groups on estate and long-term care planning topics. She is an active member of the Massachusetts Chapter of the National Academy of Elder Law Attorneys (NAELA).

In 2016, Lisa was a recipient of the John J. Ford Litigation Advocacy Award by the National Academy of Elder Law Attorneys (NAELA) in recognition of her dedication and commitment to people as they age and for people with special needs.

Prior to joining the Firm, Lisa was an Officer with Fletcher Tilton PC.

Representative Matters

  • Successfully represented the plaintiff in the Appeals Court case of Heyn v. Director of the Office of Medicaid, 89 Mass. App. Ct. 312 (April 15, 2016), in which the Court ruled that an irrevocable trust was to be considered a non-countable asset for purposes of determining an applicant's eligibility for MassHealth long-term care benefits
  • Regularly represents clients in all phases of complex long-term care and community based MassHealth applications, including all necessary appeals
  • Provides representation for clients in Probate Court to obtain guardianship and conservatorship for the purpose of assisting with long-term care planning goals
  • Prepares estate and long-term care planning documents to assist with client goals of asset preservation and continued lifetime management of funds
  • Advises families with special needs children on proper estate and long-term care planning techniques with consideration for public benefit eligibility issues, such as SSI, SSDI and MassHealth

Presentations/Publications

  • "Limiting State Medicaid Agency Attempts to Expand the "Any Circumstances" Test: An Analysis of Massachusetts' Multiyear Battle Over the Use of Irrevocable Trusts in Long-Term Care Planning," NAELA Journal, Volume 13, No. 1, Spring 2017 (author)
  • Quoted in "The GOP Plan to Roll Back Medicaid Might Force More Couples to Get Divorced," The Washington Post, March 2017
  • “Legal Intersection of Medicaid Eligibility and Special Needs Planning,” Association of Developmental Disability Providers, February 21, 2017 (presenter)
  • "Proposed MassHealth changes will make qualifying for long-term care more difficult," Community Advocate, February 3, 2017 (author)
  • Featured in “Elder Law Bar Hoping SJC Turns Tide in War on Trusts,” Massachusetts Lawyers Weekly, January 27, 2017
  • "Irrevocable Trusts for Medicaid Planning," Massachusetts Bar Association Fourth Annual Probate Law Conference, November 18, 2016 (presenter)
  • "Medicaid Planning," National Business Institute (NBI) Presentation, November 4, 2016 (presenter)
  • "Current State of Irrevocable Trusts and Long-Term Care Planning," Worcester Estate and Business Planning Council, November 3, 2016 (presenter)
  • "Revocable Living Trusts from Start to Finish," National Business Institute (NBI) Presentation, October 19, 2016 (presenter)
  • Heyn v. Director of the Office of Medicaid: Massachusetts Appeals Court Holds That the Power to Purchase an Annuity Does Not Render the Corpus of an Irrevocable Trust a Countable Resource,” NAELA Journal, Volume 12, No. 2, Fall 2016 (author)
  • “Medicaid Appeals,” Annual Massachusetts NAELA Litigation Workshop Presentation, August 26, 2016 (presenter)
  • "Irrevocable Trust Planning Update," Montachusett Estate and Retirement Planning Council Presentation, June 16, 2016 (presenter)
  • "Medicaid Trust Planning in Light of Roche: Free at Last or Bumps Ahead," MCLE Presentation, May 20, 2016 (presenter)
  • "Trends in Long-Term Care Planning with Irrevocable Trusts," Boston Bar Association Presentation, May 17, 2016 (presenter)
  • Featured in "MassHealth's Termination of Medicaid Benefits Overturned, Elder law bar wins key battle in fight over irrevocable trusts," Massachusetts Lawyers Weekly, April 25, 2016
  • Featured in "Fletcher Tilton Lawyers Win Tug-of-War with MassHealth," Worcester Telegram & Gazette, April 24,2016
  • "Medicaid Planning," National Business Institute (NBI) Presentation, April 20, 2016 (presenter)
  • "Update on Current Medicaid Trends," Massachusetts Chapter of NAELA Presentation, January 27, 2016 (presenter)
  • "Estate Planning for the Aging or Incapacitated Clients in Massachusetts," MCLE Basic Practice Manual, Chapter 14 (Housing Options), 2015 Supplement (co-author)
  • "Medicaid and Elder Law:  Representing Clients in a New Legal Landscape,"  Lorman Education Services Presentation, April 2012 (presenter)