Trusts and Estates

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Attorneys in the Trusts and Estates Group counsel individuals and families in all matters concerning estate, gift, charitable and fiduciary income tax planning. Our attorneys have extensive experience in drafting sophisticated estate planning documents, implementing wealth transfer strategies, and managing estates upon an individual's death.

Members of the Trusts and Estates Group are frequent lecturers and authors on topics regarding estate, gift and fiduciary income tax issues; estate planning; and estate and trust administration.  Our attorneys are active in local and state bar associations and numerous charitable and other non-profit organizations throughout Massachusetts. 

Practice Chair

Allen J. Falke

Allen J. Falke
Of Counsel

Arthur P. Bergeron

Arthur P. Bergeron
Of Counsel

Christine M. Boutin

Christine M. Boutin
Of Counsel

Nancy E. Gunnard

Nancy E. Gunnard
Of Counsel

Jared J. Madison

Jared J. Madison
Associate

Janet W. Moore

Janet W. Moore
Of Counsel

Andrew B. O'Donnell

Andrew B. O'Donnell
Of Counsel

Brenda  Costa

Brenda Costa
Elder Law Coordinator

Tara J. Cushing

Tara J. Cushing
Paralegal

Tammy L. Roscoe

Tammy L. Roscoe
Paralegal

Maureen  Zucco

Maureen Zucco
Paralegal

Jennifer Flanagan has been elected as a Fellow of the American College of Trust and Estate Counsel (ACTEC)

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Nancy Gunnard quoted in "How Are Estates Distributed If There's No Will? A Lawyer Explains Intestate"

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Allen Falke Published in Kiplinger "To Protect Your Kids, Consider These Estate Planning Steps"

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28 Mirick O'Connell Attorneys Named to 2023 Super Lawyers and Rising Stars List

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Allen Falke Published in Kiplinger "What to Discuss With Your Aging Parents as They Get Older"

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Jennifer Z. Flannagan, Seasoned Trusts and Estates Attorney, Joins Mirick O'Connell

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Trusts and Estates e-News: Episode 2 of Trusts and Estates Podcast Series

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Mirick O'Connell Launches Trusts and Estates Podcast Series

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27 Mirick O'Connell Attorneys Named to 2022 Super Lawyers and Rising Stars List

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25 Mirick O'Connell lawyers recognized as 2023 Best Lawyers and Best Lawyers: Ones to Watch 2023

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Four Attorneys Recognized as "Lawyer of the Year" by Best Lawyers 2023

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Arthur Bergeron quoted in AARP, "You've Got the Power (of Attorney)"

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PODCAST: Arthur Bergeron discusses 'Staying at Home'

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Happy New Year from Mirick O'Connell

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PODCAST: To Gift or Not to Gift? That is the Question

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PODCAST: Arthur Bergeron discusses Avoiding Family Feuds

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PODCAST: Allen Falke discusses Considerations for Parents as Children Turn 18

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PODCAST: Arthur Bergeron discusses Living with Memory Loss

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17 Mirick O'Connell Attorneys Named to 2022 Best Lawyers and Best Lawyers: Ones to Watch List

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Patricia Davidson was quoted in Massachusetts Lawyers Weekly article, "Widow Gets Appreciation on her Share of Estate"

In the absence of language in a premarital agreement suggesting otherwise, is a surviving spouse entitled to benefit from the appreciation of the value of her share of the assets in her late husband's estate occurring in the years between his death and the settlement of the estate?

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PODCAST: Arthur Bergeron discusses Wills and Trusts

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PODCAST: Arthur Bergeron discusses Planning for the Last Year of Life

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Anthony P. DaSilva, Jr. Joins Mirick O'Connell

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PODCAST: Arthur Bergeron discusses Financial Planning for the Rest of your Life

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Best Lawyers release the 2021 Edition of Best Lawyers in New England

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PODCAST: Arthur Bergeron discusses Tax Issues for Seniors

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PODCAST: Arthur Bergeron discusses Planning Ahead to Protect your Home as you Age

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PODCAST: Arthur Bergeron discusses What Seniors Need to Know about MassHealth

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PODCAST: Arthur Bergeron discusses Massachusetts Elder Law: Gifting

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PODCAST: Arthur Bergeron discusses Medicare Open Enrollment

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Mirick O'Connell Named Tier 1 Firm by U.S. News - Best Lawyers "Best Law Firms" in 2021

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PODCAST: Mirick O'Connell attorneys discuss Remembering RBGT: Her Life and Legacy

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Leah Kofos featured in Pro Bono Spotlight by Community Legal Aid

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PODCAST: Allen Falke discusses Estate Planning Techniques in a Low Interest Rate Environment

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17 Mirick O'Connell Attorneys Named to 2021 Best Lawyers and Best Lawyers: Ones to Watch List

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We Stand in Solidarity: A message to our clients and our community.

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PODCAST: Emily Crim discusses estate planning for same-sex couples | Recorded 5.1.20

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e-Alert: Massachusetts Legislature Passes Remote Notarization Bill / Recommendations to Ensure Workplace Safety in Light of the COVID-19 Pandemic for Non-Healthcare Employers

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PODCAST: Arthur Bergeron talks about alternatives to nursing homes during COVID-19 | Recorded 4.27.20

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PODCAST: Ted Bassett discusses taking care of the elderly during COVID-19 | Recorded 4.25.20

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e-Alert: COVID-19 Legal Updates: Employment Law | Estate Planning | Business

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PODCAST: Grace Roessler discusses Family Law and Divorce during COVID-19

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e-Alert: Tax Extension/ DOL Releases Poster of Employee Rights/Impact on Construction Industry

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e-Alert: Congress Passes Families First Coronavirus Response Act/ April 15 Reprieve

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e-Alert: Long-term Care and Estate Planning/ Coronavirus Impact on the Workplace/ Construction Industry

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Mirick O'Connell recognized as "Best Law Firm" for business by Worcester Business Journal

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Free Estate Planning Clinic for Low-Income Veterans

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Tax Planning Ideas for the End of 2018

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Joint Ownership: The Good, the Bad and the Ugly

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Even Your Pet Needs an Estate Plan

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14 Mirick O'Connell attorneys recognized in 2019 The Best Lawyers in America

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Mirick O'Connell Ranked Largest Law Firm in Central MA

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Mirick O'Connell Voted Best Law Firm For Business

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Highlights of the New Tax Bill

Last week the President signed into law a new tax bill that has dramatic effects on the current tax system. Here are highlights affecting most individuals

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Mirick O'Connell included in the 2018 "Best Law Firms" list by U.S. News & World Report and Best Lawyers

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Meet the Newest Members of the Mirick O'Connell Team

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Arthur Bergeron honored by MetroWest Health Foundation

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Highlights from our Trusts and Estates Blog

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Mirick O'Connell Voted Best Law Firm

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Jason Port Selected for Leadership Worcester Class of 2017

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Mirick O'Connell Featured in Worcester Telegram

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Worcester Chamber Salutes Mirick O'Connell on 100 Years of Excellence

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Mirick O'Connell Celebrates 100th Anniversary!

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Jason Port Recognized as one of this year's "40 Under Forty" by Worcester Business Journal

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Trusts & Estates Law Update: "Massachusetts Estate Tax Changes"

10/04/2023[ read full story ]

Trusts and Estates Legal Update: "Mirick O'Connell's Trusts and Estates Team is here for you at every stage of your life."

03/29/2023[ read full story ]

e-Alert: COVID-19 Funeral Reimbursement Program

5/10/2021[ read full story ]

Extension of 2020 Massachusetts Tax Return Filing and Payment

03/22/2021[ read full story ]

Extension of 2020 Federal Tax Return Filing and Payment

03/19/2021[ read full story ]

American Rescue Plan Act of 2021 Contains New COBRA Subsidies

03/16/2021

American Rescue Plan and Paid Leave: What Employers Need to Know

03/12/2021[ read full story ]

Tax Planning Ideas for the End of 2018

11/29/18[ read full story ]

Commonwealth Proposes Sweeping Changes to MassHealth Regulations

12/6/16[ read full story ]

Patricia Davidson to Present "Updates in Probate Law" at the 2021 MBA Probate Law Conference

11/08/2021[ read full story ]

Trish Davidson to participate in National Business Institute's Estate Administration Boot Camp

7/24/19[ read full story ]

Allen Falke to present "Wondering how the new tax bill will affect your and/or your business?" Seminar

01/19/2018[ read full story ]

Mirick O'Connell sponsors Safe Homes Gala & People Of Courage Awards

4/9/2021[ read full story ]

Allen Falke Published in Kiplinger "Three Legal Documents Your Child Should Sign When They Turn 18"

05/12/2023[ read full story ]

TOD Accounts Versus Revocable Trusts - Which Is Better?

12/2/2021[ read full story ]

Patricia Davidson Co-authors Bloomberg Tax article "The Evolving Role of Trust Protectors"

11/06/2020[ read full story ]

5 Ways to Incorporate Charitable Giving into Your Estate Plan

03/02/2020[ read full story ]

Trusts and Estates Newsletter - Spring 2018

06/01/2018[ read full story ]

Commonwealth Proposes Sweeping Changes to MassHealth Regulations

12/9/16[ read full story ]

Fall 2016 Trusts and Estates Newsletter

11/23/2016[ read full story ]

PLANNING TO KEEP CONTROL

This article was co-authored by Arthur Bergeron and Leah Kofos. Does this dilemma sound familiar?  On one hand, you want to keep control of your life and make all of financial and medical decisions yourself.  On the other hand, you …

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Living with Memory Loss

Thirty years ago next month, my mother died in a nursing home.  Back then, there weren’t open discussions, shared knowledge, or resources available to people with Alzheimer’s Disease.  Most seniors died from “hardening of the arteries” or just “old age.” …

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Emergency Broadband Benefit

One lesson the pandemic has taught us is that having Internet access is essential, now more than ever. However, many people are struggling to afford Internet services. Luckily, a new federal coronavirus aid program might be able to help. Launched …

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COVID-19 Funeral Reimbursement Program

Has a loved one passed away due to COVID-19 complications? If so, you may be eligible for a government reimbursement for funeral expenses to assist with funeral services, interment, and cremation.  The assistance is limited to a maximum reimbursement amount …

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Durable Powers of Attorney: What You Should Know

You have worked hard to grow and nurture your assets throughout your lifetime. What happens if, due to illness, hardship, or other difficulty, you are unable to continue to do so? A Durable Power of Attorney answers this question. A …

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Do I Need a Health Care Proxy?

If you have found yourself asking this question, the answer is an emphatic yes. Health Care Proxies are one of the most important documents in your estate plan. So what is it, and why is it so important? A Health …

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Financial Planning for Seniors

This article was authored by elder law attorneys Arthur P. Bergeron and Leah Kofos. To whom do you trust to give your financial planning advice?  Your accountant?  Your kids?  The guy you have coffee with at Dunkin Donuts?  Your lawyer? …

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Extension of 2020 Massachusetts Tax Return Filing and Payment

This article was authored by Allen J. Falke, Tracy A. Craig, and Leah Kofos. Following the recent federal extension for tax filings, Massachusetts has announced that it will extend the filing and payment deadline for individual income tax returns until …

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Extension of 2020 Federal Tax Return Filing and Payment

This article was authored by Allen J. Falke, Tracy A. Craig, and Leah Kofos. The Internal Revenue Service announced yesterday that the federal income tax filing and payment deadline for individuals will be extended until May 17, 2021. This extension …

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A Few Tips for Tax Season

This article was authored by elder law attorneys Arthur P. Bergeron and Leah A. Kofos. I love being at Mirick O’Connell because when my elder clients inevitably call me at this time of year asking tax questions, I can always …

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