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© 2020 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

  • "Qualifying for Tax Exemptions," in Massachusetts Nonprofit Organization (MCLE)(contributing author)

Professional / Community Affiliations

  • National Association of Bond Lawyers
  • Worcester Academy, member and 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 and board member Greater Worcester Community Foundation and the Worcester Boys Club, 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

Planning During the Last Year of Your Life

Thanks to modern technology and medical advances, the chances of detection of a chronic illness are much greater than they were say in the 1970s; the likelihood of living a bit longer and enjoying that extra time also outweighs that …

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Upcoming Legal Clinics

Below is a listing for my upcoming program.  Contact your local Council on Aging for more information and to register. If you miss a program, you may always watch them on your local cable access station or on my You Tube …

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Getting Ready for the Rest of Your Life

  I will turn 70 in January. I have been blessed with good health, a wife I adore, three great kids, good friends in a great community. Both my parents died in their early 80’s. Despite all the great advances …

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Who Ya Gonna Call?

As seniors, you are probably the greatest beneficiaries of the Great Society, that incredible combination of programs created by President Lyndon Johnson and passed during the 1960s. The anchors of those programs, of course, were Medicare and Medicaid.  Before the …

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Protecting the Cottage

Are you lucky enough to own that special place, whether it’s a camper in Maine or a house on the Cape, where you, your children and your grandchildren can go to enjoy some time away together during our all-too-brief New …

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If You See Something, Say Something

One of my elder clients (we’ll call her Mary) called about two weeks ago. She had received a call from a caseworker at Springwell, one of the network of regional entities charged by the Commonwealth’s Office of Elder Services with …

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Sick? Call Your Doctor – Then Call Your Lawyer

This past month two different people called (neither of them were an existing client) with the same story. Each one had a relative close to death and wanted to know if there was anything that should be done.  In each …

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How “Waiving the Will” Could Affect You

In the spring, as part of a my seminar series, I will be presenting “Elder Law for Couples,” in which I will discuss the ins and outs of estate planning for seniors. One of the new issues is a new …

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It’s Tax Time Again – Here Are Four Quick Tips

If you or your spouse is chronically ill, here are four quick tips to consider if you itemize deductions on your income tax returns: LONG TERM CARE INSURANCE PREMIUMS ARE USUALLY DEDUCTIBLE. They are part of your medical expense deduction.  …

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Upcoming Elder Law Legal Clinics

Below is a listing for two of my upcoming programs.  Contact your local Council on Aging for more information and to register. If you miss a program, you may always watch them on your local cable access station or on my …

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