Andrew B. O'Donnell

Legal Administrative Assistant Maureen Zucco

508.929.1647
mzucco@mirickoconnell.com

Andy is a partner of the firm, practicing in the areas of tax law and estate and business planning. He is the former chair of the Trusts and Estates Group, and previously served on the firm's Management Committee.

He provides estate planning for high-net-worth individuals, business succession planning for business owners and tax advice to individual and business clients in connection with many types of transactions, including business acquisitions and restructurings; venture capital fund formation and structuring; equity compensation strategies; business formations and combinations; formation, qualification and operation of tax-exempt organizations; and tax-exempt bond financings. Boston magazine and Law & Politics named Andy one of Massachusetts "Super Lawyers" for 2004, 2006 and 2008-2013. Andy was selected by his peers for inclusion in The Best Lawyers in America© 2021 in the field of Tax Law. First listed in 1989. Andy has received an AV® Preeminent Peer Review Rating by Martindale-Hubbell, the highest rating available for legal ability and professional ethics.

Bar & Court Admissions

  • Massachusetts
  • Suffolk University Law School JD
  • Boston University School of Law LLM, Taxation
  • Williams College BA

Publications/Presentations

  • “New PPP Flexibility Act Extends Forgiveness Period and Maturity Date Among other Benefits,” Mirick O’Connell Client Alert, June 9, 2020
  • “Paycheck Protection Program Loan Forgiveness Application and Guidance,” Mirick O’Connell Client Alert, Business Group Legal Update, May 19, 2020
  • “Good News for Many PPP Loan Recipients: Treasury Department Issues New Guidance on "Necessity" Certification for PPP Loan Applicants that Should Ease Concerns,” Mirick O’Connell COVID-19 Legal Updates Client Alert, May 14, 2020
  • “PPP Return Deadline Extended to May 14th,” Mirick O’Connell COVID-19 Legal Updates Client Alert, May 7, 2020
  • “Recent COVID-19 Legislation Provides Payroll Tax Relief to Employers,” Mirick O’Connell Client Alert, April 1, 2020
  • "Qualifying for Tax Exemptions," in Massachusetts Nonprofit Organization (MCLE)(contributing author)

Professional / Community Affiliations

  • National Association of Bond Lawyers
  • Worcester Academy, member, former president of the Board of Trustees
  • Worcester Business Development Corporation, Board of Directors
  • Worcester Municipal Research Bureau
  • Worcester Chamber of Commerce, former member of the Board of Directors
  • Union Station Alliance, founding member
  • Preservation Worcester, former president
  • West Side Babe Ruth League, coach, board member
  • Greater Worcester Community Foundation, corporator
  • Boys and Girls Club of Worcester, corporator
  • American Bar Association, Tax and Probate Section
  • Massachusetts Bar Association, Tax and Probate Section; former chair of the Tax Council
  • Worcester County Bar Association, Tax and Probate Sections

T&E Blog

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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Planning to Stay Home

Most seniors, like my friends Frank and Mary, hope they can live in their home until they die.  But hope is not a plan. Here are some tips: Make your home safe. The older you get the greater the risk …

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