Elder Law

Protecting your future and that of your family is invaluable.  The Elder Law Group provides sound legal advice with practical solutions to the complex legal issues and challenges that often face aging or disabled individuals.

Our attorneys assist clients in developing asset protection plans to maximize quality of life while preserving finances for future generations.  We provide guidance to elderly clients and their family members in connection with MassHealth (Medicaid) planning, and assist clients with special needs to help minimize the adverse consequences of becoming disabled.

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Getting All Your ‘Docs’ in a Row

News and Commentary on Important Estate Planning and Elder Law issues provided by Mirick O'Connell Attorneys

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Elder Law with Frank and Mary 

Practice Chair

Tracy A. Craig

Tracy A. Craig
Partner

Arthur P. Bergeron

Arthur P. Bergeron
Of Counsel

Janet W. Moore

Janet W. Moore
Partner

Lisa M. Neeley

Lisa M. Neeley
Partner

Brenda  Costa

Brenda Costa
Elder Law Coordinator

Amy L. McIntyre

Amy L. McIntyre
Paralegal

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

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Lisa Neeley quoted in Massachusetts Lawyers Weekly article, "SJC once again has MassHealth in its crosshairs"

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PODCAST: Arthur Bergeron discusses 'Staying at Home'

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PODCAST: Arthur Bergeron discusses Avoiding Family Feuds

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PODCAST: Arthur Bergeron discusses Living with Memory Loss

[ read full story ]

Lisa Neeley was quoted in Massachusetts Lawyers Weekly article "SJC Hands MassHealth Another Defeat in War on Trusts'"

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

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PODCAST: Arthur Bergeron discusses Tax Issues for Seniors

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Lisa Neeley Prevails - SJC Rules House in Nominee Trust Not a Countable Asset for MassHealth

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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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Leah Kofos featured in Pro Bono Spotlight by Community Legal Aid

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Ted Bassett quoted, "How effective are liability waivers in the age of the novel coronavirus?," American Bar Association Journal, July 2, 2020

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PODCAST: Lisa Neeley discusses Key Nursing Home and MassHealth Issues Amid COVID-19 | Recorded 5.18.20

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

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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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Make a New Year's Resolution: Follow Frank and Mary

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Free Estate Planning Clinic for Low-Income Veterans

[ download PDF file ]

Joint Ownership: The Good, the Bad and the Ugly

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Even Your Pet Needs an Estate Plan

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Lisa Neeley to Present at NAELA, Massachusetts Chapter, Elder Law Institute XXIV: Focusing on Emerging Issues

Worcester, Massachusetts - February 13, 2018 - Attorney Lisa Neeley, of Mirick O'Connell's Trusts and Estates Law Group, will be presenting at the March 16, 2018, NAELA, Massachusetts Chapter, Elder Law Institute XXIV: Focusing on Emerging Issues on the topic of Estate Recovery Challenges Concerning Annuity Beneficiary Designations.

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Lisa Neeley was featured in the latest edition of NAELA News

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Lisa Neeley was elected to a two-year term on the National Association Elder Law Attorneys, Massachusetts Chapter, Board of Directors

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Lisa Neeley Quoted in MLW, "Bar wary even after SJC rules against agency"

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SJC rules in favor of Lisa Neeley in Nadeau v. Director of Medicaid

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Arthur Bergeron honored by MetroWest Health Foundation

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Lisa Neeley to speak on the Legal Aspects of Aging

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Lisa M. Neeley Honored with Elder Advocacy Award

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e-Alert: COVID-19 Funeral Reimbursement Program

5/10/2021[ read full story ]

Arthur Bergeron interviews Anne Roberti, Director of Community Education & Lifelong Learning at Framingham State University

9/7/22[ read full story ]

Arthur Bergeron interviews Bill Grieder, Nantucket Senior Man of the Year

8/31/22[ read full story ]

Arthur Bergeron interviews Sheri Hunt and Maryanne Ryan of Elder Services of Cape Cod and the Islands

8/10/22[ read full story ]

Arthur Bergeron interviews Marlborough Public Health Nurse Sheila Lucia

8/4/22[ read full story ]

Elder Law Presentation: Living with Memory Loss

8/3/22[ read full story ]

Arthur Bergeron interviews Peter Dunbeck, the Chief of Police, and Sgt. Det. Josh Croft regarding the Westborough Sustainable initiative

8/2/22[ read full story ]

Arthur Bergeron interviews Attorneys Lisabeth Jorgensen of MetroWest Legal Services and Jamie Sabino of the MA Law Reform Institute regarding legal assistance for victims of identity theft

7/28/22[ read full story ]

Arthur Bergeron interviews Pam LeFrancois and Cynthia Henderson Beard of the Southborough Senior Center

7/2722[ read full story ]

Arthur Bergeron interviews Lisa Ushkurnis, Social Services Director at the Callahan Center

7/7/22[ read full story ]

Elder Law Presentation: Helping the Children (and Grandchildren) After You Die

7/6/22[ read full story ]

Arthur Bergeron interviews Rebecca Wild-Wesley, President of The Aging Space

6/21/22[ read full story ]

Arthur Bergeron interviews Brooke Mohr, Nantucket's newest Select Board member

6/21/22[ read full story ]

Arthur Bergeron interviews Amy Cowan, Program Manager at SMOC for the Home Modification Loan Program

6/2/22[ read full story ]

Arthur Bergeron interviews Regina Wolf Fritz and Lisa Gardner regarding adult social day programs

6/1/22[ read full story ]

Arthur Bergeron interviews Beth Dill of the Southborough Community Fund

6/1/22[ read full story ]

Arthur Bergeron interviews Cara Presley, Director of Westborough Youth & Family Services

5/17/22[ read full story ]

Arthur Bergeron interviews Paula Geller, Programs Manager at the Callahan Center in Framingham

5/3/22[ read full story ]

Arthur Bergeron interviews Robert Anderson, Chair of the Southborough Economic Development Committee

5/3/22[ read full story ]

Arthur Bergeron interviews Nantucket Town Moderator Sarah Alger

4/28/22[ read full story ]

Arthur Bergeron interviews Westborough's Police Chief Jeff Lourie and Lt. Mike Daniels regarding Body Worn Cameras (BWC)

4/28/22[ read full story ]

Arthur Bergeron interviews Brian Stearns of the Veteran's Agent

4/19/22[ read full story ]

Arthur Bergeron interviews Mary Jo Nawrocki regarding CSF of Marlborough

4/14/22[ read full story ]

Arthur Bergeron interviews Marlborough's Mayor Arthur Vigeant

4/14/22[ read full story ]

Arthur Bergeron interviews Kate Donaghue, a candidate for the newly created, 19th Worcester District Representative seat

4/13/22[ read full story ]

Elder Law presentation: Qualifying for MassHealth

4/5/22[ read full story ]

Arthur Bergeron interviews Karen Lyons, PhD and Christopher Lee, PhD, RN regarding a study on couples managing heart failure

3/30/22[ read full story ]

Arthur Bergeron interviews Dan Driscoll, President of Nantucket TV's Board of Directors

3/29/22[ read full story ]

Arthur Bergeron interviews Jim Robbins, Town Planner; and Mark Silverberg, Chair of the Planning Board of Westborough

3/24/22[ read full story ]

Arthur Bergeron interviews Brenda Johnson of Our Island Home on Nantucket

3/2/22[ read full story ]

Arthur Bergerson interviews Sarah Cassell, Southborough's Director of Youth and Family Services

2/23/22[ read full story ]

Arthur Bergeron interviews John Neas, former Chief Assessor for the City of Framingham

2/9/22[ read full story ]

Arthur Bergeron interviews Mary Lacoursiere about decorative art projects through the Nantucket Historical Association

2/9/22[ read full story ]

Elder Law presentation: "Moving"

February 8, 2022[ read full story ]

Arthur Bergeron interviews Scherrie Keating of Diabetes Kare Consulting, LLC.

2/8/2022[ read full story ]

Arthur Bergeron interviews Margaret Cardello and Nena Bloomquist discuss the library project in Marlborough

1/13/22[ read full story ]

Arthur Bergeron interviews Steve Pepe, a loan officer for Reverse Mortgage Funding

1/13/22[ read full story ]

Elder Law Presentation: Planning to Stay Home

1/11/2022[ read full story ]

Arthur Bergeron interviews Rebecca Wild-Wesley of The Aging Space

1/4/22[ read full story ]

Arthur Bergeron interviews Mary Brooks, Nursing Home Ombudsman Program Director at BayPath Elder Services

1/4/22[ read full story ]

Arthur Bergeron interviews Kelsea Gray, Clinical Nurse Manager for the Nantucket Team of the Visiting Nurses of Cape Cod

12/23/21[ read full story ]

Arthur Bergeron interviews Laura Hogan and Terry Gavin from The Little Free Pantry in Westborough

12/22/21[ read full story ]

Arthur Bergeron interviews Bob Sylvester, a Westborough legend

12/9/21[ read full story ]

Arthur Bergeron interviews Kathy Lang, Veterans Service Officer for the City of Framingham

12/9/21[ read full story ]

What's new for the Giving Season?

12/2/21[ read full story ]

Arthur Bergeron interviews Ellen Koswick, a professional realtor

11/17/21[ read full story ]

Arthur Bergeron interviews Kelley Petralia, Executive Director of Westborough Connects

11/02/21[ read full story ]

Arthur Bergeron interviews Jennifer Kirkland, Recreation Department Director; and Matt Griffith, Westborough Golf Club Professional

10/20/21[ read full story ]

Arthur Bergeron interviews Steve Mitchell, Ashland Selectboard Member

10/19/21[ read full story ]

Arthur Bergeron interviews Kristi Williams, Town Manager of Westborough

10/13/21[ read full story ]

Arthur Bergeron interviews Doug Peck from Seniors Helping Seniors

10/6/21[ read full story ]

Family Feuds and How to Avoid Them

10/5/21[ read full story ]

Arthur Bergeron interviews Besty Connolly of New Horizons and Josh Obeiter of Seniors Helping Seniors

9/30/21[ read full story ]

Arthur Bergeron interviews Chief Jeff Lourie and Dep. Chief Todd Minardi of Westborough PD

9/29/21[ read full story ]

Arthur Bergeron interviews Sue Burns, Money Management Program Supervisor at BayPath Elder Services

9/28/21[ read full story ]

Staying in Control

9/8/2021[ read full story ]

Arthur Bergeron interviews Donna Murray, Family Caregiver Support Specialist of BayPath Elder Services

9/2/21[ read full story ]

Arthur Bergeron interviews Lisa Ushkurnis, Social Services Director at the Callahan Center

8/4/21[ read full story ]

Living with Memory Loss

8/3/2021[ read full story ]

Arthur Bergeron interviews Fran Kartunnen, linguist, historian, and author from Nantucket

7/13/21[ read full story ]

Arthur Bergeron interviews Alma DeManche, Executive Director of the Westborough Senior Center

7/8/21[ read full story ]

Arthur Bergeron interviews Susan Cote, Options Counselor at BayPath Elder Services

7/1/21[ read full story ]

Arthur Bergeron: Elder Law for Singles

7/1/21[ read full story ]

Arthur Bergeron interviews Kevin Flynn, founder of the Nantucket Comedy Festival

6/29/21[ read full story ]

Arthur Bergeron interviews John Garside, Marlborough's Board of Health Director

6/24/21[ read full story ]

Arthur Bergeron interviews Southborough Town Administrator Mark Purple

6/22/21[ read full story ]

Arthur Bergeron interviews Sean Keogh, Westborough's new member of the Select Board

6/22/21[ read full story ]

Arthur Bergeron interviews Patrick Welch, the newest member of the Westborough Select Board

6/15/21[ read full story ]

Arthur Bergeron interviews Kimal McCarthy, Nantucket's first Director of Diversity, Equity and Inclusion

6/15/21[ read full story ]

Arthur Bergeron interviews Justin Sousa and John Gallinagh of the Central Massachusetts Veterans' Service District

6/8/21[ read full story ]

Arthur Bergeron interviews Janice Long, Director of the Hudson Senior Center

6/3/21[ read full story ]

You Can't Take It With You, But You Can Control Who Gets It!

6/2/21[ read full story ]

Arthur Bergeron interviews Grace O'Donnell, Director of Elder Services at the Callahan Center

6/2/21[ read full story ]

Arthur Bergeron interviews Nantucket's Town Clerk Nancy Holmes and Town Moderator Sarah Alge

5/27/21[ read full story ]

Arthur Bergeron interviews Liz Tretiak, Director of Northborough Senior Center

5/26/21[ read full story ]

Arthur Bergeron interviews David Holmberg, Advanced Certified Pharmacy Technician of Leslie's Drug Store on Martha's Vineyard

5/25/21[ read full story ]

Arthur Bergeron interviews Sharad Mehta, Heat Pumps, Part 4 of The Environment & Global Warming series

5/25/21[ read full story ]

Arthur Bergeron interviews Nantucket Town Manager Elizabeth Gibson

5/19/21[ read full story ]

Arthur Bergeron interviews Carolyn Harrington and Vickie Killeen of Bistro@119, the on-site restaurant at Northborough Senior Center

5/18/21[ read full story ]

Arthur Bergeron interviews Joe Early, DA and Kevin Donohue, DAA regarding recent scams on seniors

5/18/21[ read full story ]

Arthur Bergeron interviews Pam LeFrancois, Director of the Senior Center, and James Hegarty, Town Clerk, of Southborough

5/13/21[ read full story ]

Planning for the Last Year of Your Life

5/12/21[ read full story ]

Arthur Bergeron interviews Stephen Pepe, Loan Officer of Reverse Mortgage Funding, LLC, regarding reverse mortgages

5/6/21[ read full story ]

Arthur Bergeron interviews Westborough Town Manager Kristi Williams re: town budget

5/6/21[ read full story ]

Arthur Bergeron interviews Police Chief Jeff Lourie and Sargent Mike Daniels regarding the body worn camera initiative in Westborough

5/4/21[ read full story ]

Arthur Bergeron interviews Susan Moriarty, Program Director of MetroWest Meds at the Edward M. Kennedy Community Health Center

4/29/21[ read full story ]

Arthur Bergeron interviews Tucker Holland, Housing Director for Nantucket

4/29/21[ read full story ]

Arthur Bergeron interviews Andy Dowd, Town Clerk of Northborough

4/28/221[ read full story ]

Arthur Bergeron interviews Kristina Johnson and Pam Helinek of Planning and Community Development in Hudson

4/28/21[ read full story ]

Arthur Bergeron interviews Sharad Mehta, Electric Vehicles, Part 3 of The Environment & Global Warming series

4/28/21[ read full story ]

Arthur Bergeron interviews Joseph Early, Jr. and Kevin Donohue regarding latest scams

4/27/21[ read full story ]

Arthur Bergeron interviews Kerri Martinec, President of Friends of the Northborough Senior Center, and Muriel Sweenor, Vice Chair of the Council on Aging Board

4/27/21[ read full story ]

Arthur Bergeron interviews Alexandra Rowell, Activities Director of Nantucket's Our Island Home

4/27/21[ read full story ]

Arthur Bergeron interviews Kim Foster and Tim Koehler about the Mass Save Energy Audit Program in Westborough

4/21/21[ read full story ]

Arthur Bergeron interviews Dave Tasto, owner of Assisting Hands - Boston Northwest home care

4/20/2021[ read full story ]

Arthur Bergeron interviews Erin Muldoon, Financial Professional from New York Life

4/20/21[ read full story ]

Arthur Bergeron interviews Alex Gottfried regarding reverse mortgages for Seniors

4/15/21[ read full story ]

Arthur Bergeron interviews Dr. Robert Laskowski

4/14/21[ read full story ]

Arthur Bergeron interviews Susan Storey, Financial Advisor from Storey Financial Services

4/14/21[ read full story ]

Arthur Bergeron interviews Maureen Amyot and Mary Johnston regarding the Westborough Library renovation & strategic planning

4/14/21[ read full story ]

Arthur Bergeron interviews Candi Wilson, Ashland's Elder Services Outreach Coordinator

4/8/21[ read full story ]

Arthur Bergeron interviews Kelley Petralia, Executive Director of Westborough Connects

4/8/21[ read full story ]

Arthur Bergeron interviews Connie W. Tsao, MD, MPH, Cardiologist at Beth Israel Deaconess Medical Center

4/6/21[ read full story ]

Arthur Bergeron interviews Randy Vargus of Boston Senior Medicine and Peter Johnson of Caption Call

4/6/21[ read full story ]

Arthur Bergeron interviews Rebecca Foley and Suzy Cieslica from the Northborough Community Affairs

4/6/21[ read full story ]

Arthur Bergeron interviews Cara Presley, Director of Youth & Family Services

4/6/21[ read full story ]

Arthur Bergeron interviews Chris Payant, DPW Director of Westborough

4/6/21[ read full story ]

Your Financial Plan Until You Die

4/1/21[ read full story ]

Arthur Bergeron interviews Worcester County District Attorney Joseph Early, Jr. and Kevin Donohue, Community Outreach

3/31/21[ read full story ]

Arthur Bergeron interviews Lori Imparato, Program Director of AgingWell Adult Day Health Center

3/11/21[ read full story ]

Arthur Bergeron interviews Doug Peck of Seniors Helping Seniors

3/11/21[ read full story ]

Arthur Bergeron interviews Sharad Mehta, Residential Solar Systems, Part 2 of The Environment & Global Warming series

3/10/21[ read full story ]

Arthur Bergeron interviews John Parent, Board of Selectmen member in Hudson

3/10/21[ read full story ]

Arthur Bergeron interviews David Gauthier and Mike Wassenaar about local community media stations

03/09/2021[ read full story ]

Arthur Bergeron interviews Jennifer Bruneau, the new Director of the Northborough Free Library

3/9/21[ read full story ]

Arthur Bergeron interviews Jordan McCarron, the new Director of the Conservation Commission in Westborough

3/9/21[ read full story ]

Arthur Bergeron interviews William Naser, Framingham's Chief Assessor

3/3/21[ read full story ]

All About Income Taxes

3/3/21[ read full story ]

Arthur Bergeron interviews Nina Sable, a professional realtor, IS IT A GOOD TIME TO SELL!

2/23/21[ read full story ]

Arthur Bergeron interviews Regina Wolf Fritz, owner of Better Day

2/18/21[ read full story ]

Arthur Bergeron interviews Michelle Epps of Nantucket Community Hospital

2/17/21[ read full story ]

Arthur Bergeron interviews Lester Hensley, Chair of the Master Plan Advisory Committee in Westborough

2/17/21[ read full story ]

Arthur Bergeron interviews Ed Berman of the Ashland Police Department

2/16/21[ read full story ]

Arthur Bergeron interviews Victoria Haeselbarth, Social Outreach Coordinator from The Anchors, Edgartown Council on Aging

2/11/21[ read full story ]

Arthur Bergeron interviews Sharad Mehta about Climate Change and Green House Gas (GHG) Emissions, Part 1

2/11/21[ read full story ]

Arthur Bergeron interviews Debbie Schwartz, LICSW

2/21/21[ read full story ]

Arthur Bergeron interviews Lisa Braccio, Vice Chair of the Southborough Board of Selectmen

2/10/21[ read full story ]

Arthur Bergeron interviews Alma Demanche, Director of Westborough Senior Center

2/4/21[ read full story ]

Arthur Bergeron interviews Renee Hatherley, President of the Westborough Women's Club

2/4/21[ read full story ]

Arthur Bergeron interviews Sarah Viadero, former Volunteer Coordinator at the Callahan Center

2/2/21[ read full story ]

Arthur Bergeron interviews Kelli Calo, Director of Public and Community Health for the Town of Hudson

1/28/21[ read full story ]

Arthur Bergeron interviews Dr. Tej Maini and Monica Gow of the Worcester Institute for Senior Education at Assumption College

1/28/21[ read full story ]

Arthur Bergeron interviews Megan Panek, Martha's Vineyard Director of Elder Services of Cape Cod & the Islands

1/27/21[ read full story ]

Arthur Bergeron interviews Sean Divoll, the new DPW Commissioner for the City of Marlborough

1/26/21[ read full story ]

Arthur Bergeron interviews Luanne Crosby, local songwriter and musician of Westborough

1/21/21[ read full story ]

Arthur Bergeron interviews Regina Wolf Fritz, owner of Better Day Adult Social Day Program

1/21/21[ read full story ]

Arthur Bergeron interviews Jerico Mele, the new Human Services Director on Nantucket

1/21/21[ read full story ]

Arthur Bergeron interviews Kristin Black, Health Agent for the Town of Northborough

120/21[ read full story ]

Arthur Bergeron interviews Tammy Pozerycki and Dr. Michele Ricard

1/20/21[ read full story ]

Arthur Bergeron interviews Regina Wolf Fritz and Valerie Harding of Better Day Adult Social Day Program

1/14/21[ read full story ]

Arthur Bergeron interviews Sharad Mehta and Heather Abraham, members of the Rotary Club's COTE

12/31/2020[ read full story ]

Arthur Bergeron interviews Cheryl Lavallee, LICSW, Assistant Director of Social Services at the Callahan Center

12/29/20[ read full story ]

Arthur Bergeron interviews John Parent regarding tax breaks

12/23/20[ read full story ]

Arthur Bergeron interviews Patty Mespelli from the Assessor's Office for the City of Marlborough

12/23/20[ read full story ]

Arthur Bergeron interviews Rich Ball, Ashland Town Assessor

12/18/20[ read full story ]

Arthur Bergeron and Shelby Marshall talk about gifting

12/17/20[ read full story ]

Arthur Bergeron interviews Michelle Jones and Andy Donovan from The Artisan in Hudson

12/17/20[ read full story ]

Arthur Bergeron talks with Alison Forsgren about gifting

12/16/20[ read full story ]

Arthur Bergeron talks with Doug Peck regarding gifting during the holidays

12/16/20[ read full story ]

Arthur Bergeron and Shelby Marshall talk about VIA, the new on demand transportation option in Westborough

12/16/20[ read full story ]

Arthur Bergeron interviews Rebecca Wild-Wesley of The Aging Space

12/15/20[ read full story ]

Arthur Bergeron interviews Kristi Williams, Town Manager of Westborough

12/10/20[ read full story ]

Arthur Bergeron interviews Andrea Little of the National Garden Club

12/9/20[ read full story ]

Arthur Bergeron interviews Jim Priest, Community Relations Director at Whitney Place Assisted Living and Memory Care

12/8/20[ read full story ]

Arthur Bergeron interviews Larry Hemstreet and Don Dodson discuss the Gale Store housing project in Northborough

12/8/20[ read full story ]

Arthur Bergeron interviews Dr. Donald Marks, neurologist; and Marguerite Davis

12/4/20[ read full story ]

Arthur Bergeron interviews Kathy Devine, Director of Prescription Advantage Operations and Outreach of the Mass Executive Office of Elder Affairs Programs and Services

12/2/20[ read full story ]

Tis the Season, or is it?

12/2/2020[ read full story ]

Arthur Bergeron interviews Carolyn MacLeod, SHINE Counselor

11/23/20[ read full story ]

Arthur Bergeron interviews Ana Salomao as she discusses the MA Shine and MA Prescription Advantage Program

11/19/20[ read full story ]

Arthur Bergeron interviews Regina Fritz Wolf of Better Day Adult Day Program

11/19/20[ read full story ]

What Medicare Plan will Help You Sleep Better?

11/6/20[ read full story ]

Arthur Bergeron interviews Pam LeFrancois and Joe Quirk

11/5/20[ read full story ]

Arthur Bergeron interviews Beth Gutierrez and Johanelly Estrella of Adult Family Care

11/4/20[ read full story ]

Shelby Marshall, Westborough Selectman, interviews elder law attorney Arthur Bergeron

10/29/20[ read full story ]

Arthur Bergeron interviews Kristin Black, the new Board of Health Agent, and Becca Meekens, the new Assistant Town Administrator, for the Town of Northborough

10/28/20[ read full story ]

Arthur Bergeron interviews Vincent Alfano, Chief of Ashland Police; and Keith Robie, Chief of Ashland Fire Department

10/21/20[ read full story ]

Arthur Bergeron interviews Alicia Rego, Outreach Coordinator from the Marlborough Senior Center

10/21/20[ read full story ]

Arthur Bergeron interviews Nancy Holmes, Town Clerk for the Town of Nantucket

10/20/20[ read full story ]

Arthur Bergeron interview Dr. Syed Hashmi. a candidate for MA State Representative

10/20/20[ read full story ]

Arthur Bergeron interviews Andy Horvitz and Tom Desmond, Founders of The Hudson Cultural Alliance

10/1320[ read full story ]

Arthur Bergeron interviews James Hegarty, Southborough Town Clerk

10/13/20[ read full story ]

Arthur Bergeron interviews Peter Dunbeck and Eileen Nikopoulos regarding Westborough Power Choice

10/7/20[ read full story ]

Arthur Bergeron interviews Michelle Andrade, the City of Marlborough Public Health Nurse

10/1/20[ read full story ]

Elder Law for Singles

9/30/20[ read full story ]

Arthur Bergeron interviews Sandie Corr-Dolby from Horizons Geriatric Care Management

9/28/20[ read full story ]

Arthur Bergeron interviews Doug Flynn and Julie Nowak from BayPath Elder Services

9/24/20[ read full story ]

Arthur Bergeron interviews Doug Peck from Seniors Helping Seniors

9/24/20[ read full story ]

Arthur Bergeron interviews Representative Danielle Gregoire

9/23/20[ read full story ]

Arthur Bergeron interviews Bob DePeron, Samantha Cheung and Melody McLaughlin

9/23/20[ read full story ]

Arthur Bergeron interviews Josh Obeiter from Seniors Helping Seniors

9/17/20[ read full story ]

Arthur Bergeron interviews Doug Peck from Seniors Helping Seniors

9/15/20[ read full story ]

Arthur Bergeron interviews Amber Bock Superintendent from Westborough Schools

9/10/20[ read full story ]

Arthur Bergeron interviews Kelley Petralia and Janet Hart from Westborough Connects

9/10/20[ read full story ]

Arthur Bergeron interviews Lisa Borchetta from Westborough Neighbors

9/10/20[ read full story ]

Arthur Bergeron interviews Kelley Petralia and Janet Hart from Westborough Connects

9/10/20[ read full story ]

Arthur Bergeron interviews Julie Brownlee from the Assessor's Office in Northborough

9/9/20[ read full story ]

Arthur Bergeron interviews Sherrie Keating from Diabetes Kare Consulting

9/4/20[ read full story ]

Arthur Bergeron interviews Senate President Karen Spilka

9/2/2020[ read full story ]

Arthur Bergeron interviews Veronika Mitchell from the Discovery Center at the Callahan Center

9/2/20[ read full story ]

Your Health Care Proxy

8/27/20[ read full story ]

Why You Need A Power of Attorney

8/27/20[ read full story ]

Do You Really Need A Will

8/27/20[ read full story ]

Simple Ways To Avoid Probate

8/27/20[ read full story ]

Arthur Bergeron interviews Phyllis Rappaport, Founder and Treasurer of Cure Alzheimer's

8/26/20[ read full story ]

Arthur Bergeron interviews Steve Mitchell, newly re-elected member of the Ashland Select Board

8/25/20[ read full story ]

Arthur Bergeron interviews Julie Brownlee from the Assessor's Office in Northborough

8/25/20[ read full story ]

Arthur Bergeron interviews Steve Kerrigan, City Clerk of Marlborough

8/18/20[ read full story ]

Arthur Bergeron interviews Allen Edinberg, Vice Chair of Westborough Board of Selectmen

8/13/20[ read full story ]

Arthur Bergeron interviews Justin Sousa of the Central Massachusetts Veterans' District

8/11/20[ read full story ]

Arthur Bergeron interviews Chris Payant, Director of Westborough DPW

8/5/20[ read full story ]

Arthur Bergeron interviews Danielle Gregoire, State Representative

7/3/120[ read full story ]

Getting the Care You Need During the Pandemic

7/30/20[ read full story ]

Arthur Bergeron interviews Michelle Gucciardi, Assistant Program Coordinator of MetroWest SHINE

7/29/20[ read full story ]

Arthur Bergeron interviews Arthur Vigeant, Mayor, City of Marlborough

7/28/20[ read full story ]

Arthur Bergeron interviews Jennifer Hoadley from the Alzheimer's Association

7/25/20[ read full story ]

Arthur Bergeron interviews John Arnold, Westborough Town Moderator

7/22/20[ read full story ]

Arthur Bergeron interviews Jocelyn Ehrhardt, Outreach Coordinator at Town of Northborough Senior Center

7/22/20

Arthur Bergeron interviews Anthony Vaver, History Librarian

7/21/20

Arthur Bergeron interviews Steve Hart and Aidan Horrigan from Westborough TV

7/21/20[ read full story ]

Arthur Bergeron interviews Karen Henderson, General Manager of Westborough TV

7/21/20[ read full story ]

Arthur Bergeron interviews Randy Aylsworth, Assistant Director at the Callahan Center in Framingham

7/8/20[ read full story ]

Arthur Bergeron interviews Karen Henderson and Steve Hart from Westborough TV

7/3/20[ read full story ]

Arthur Bergeron interviews Rick Starzyk, Outreach Coordinator at the Northborough Free Library

7/1/20[ read full story ]

Arthur Bergeron interviews Dr. Diane Pearl & Jason Graziadei from Nantucket

6/29/20[ read full story ]

Arthur Bergeron interviews Jason Perreault and Michelle Grasso

6/24/20[ read full story ]

Arthur Bergeron interviews Rebecca Wild-Wesley

6/23/20[ read full story ]

Arthur Bergeron interviews Joe Quirk and Emily Amico from Southborough

6/21/20[ read full story ]

Arthur Bergeron interviews Michelle Grasso, Owner of Synergy Wellness in Hudson

6/18/20[ read full story ]

Arthur Bergeron interviews John Garside, City of Marlborough Public Health Director

6/16/20[ read full story ]

Arthur Bergeron interviews Lisa Maselli and Scott Rogers, two candidates running for the Northborough Board of Selectmen

6/16/20[ read full story ]

Arthur Bergeron interviews Dianne Bien, Program Director and Nurse Practitioner from PASCON

6/15/20[ read full story ]

Married Couples: Update on Estate Planning Strategies

5/3/20[ read full story ]

Qualifying for MassHealth

12/17/19[ read full story ]

Making the Last Year of Your Life as Good as it Can Be!

12/2/2019

Getting the Help You Need to Stay Independent

10/22/2019[ read full story ]

Elder Law for Couples

8/2/2019[ read full story ]

Protecting the Elderly: Coronavirus and Nursing Homes

04/22/2020[ read full story ]

5 Ways to Incorporate Charitable Giving into Your Estate Plan

03/02/2020[ read full story ]

Tracy Craig authors Kiplinger article, "Should You Give Your House Away?"

06/12/2018[ read full story ]

Tracy Craig authors Kiplinger article, "Is Estate Planning Now Dead?"

05/01/2018[ read full story ]

"Limiting State Medicaid Agency Attempts to Expand the Any Circumstances Test: An Analysis of MA Multiyear Legal Battle Over the Use of Irrevocable Trusts in Long-Term Care Planning" by Lisa Neeley

04/18/2017[ read full story ]

Representative Matters

  • Developed asset protection plans that allow couples to keep control of all their assets, while assuring that, if one passes away, the assets of the survivor will be protected immediately if nursing home care is needed
  • Developed safeguard system so that elderly clients can feel confident that those managing their assets are accountable
  • Developed innovative private annuity and other vehicles to assure that, if one spouse needs nursing home care, the other spouse can remain at home without facing financial ruin
  • Represented hundreds of elders in obtaining MassHealth eligibility and appealing inappropriate denials of eligibility
  • Analyzed tax implications of asset protection plan, to ensure estate and income tax savings are maximized

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 …

[ load webpage to read more ]

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 …

[ load webpage to read more ]

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.” …

[ load webpage to read more ]

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 …

[ load webpage to read more ]

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 …

[ load webpage to read more ]

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 …

[ load webpage to read more ]

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? …

[ load webpage to read more ]

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 …

[ load webpage to read more ]

Podcast: Attorney Emily Crim discusses estate planning for same-sex couples

Click here to listen to Emily Crim’s recent podcast on estate planning for same-sex couples, as part of Mirick O’Connell’s On Air with Mirick O’Connell podcast series.…

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Protecting the Elderly: Coronavirus and Nursing Homes

The daily headlines are filled with horrific stories describing hundreds of coronavirus deaths at nursing homes across the country. The most vulnerable in the country are the elderly and those with underlying health issues. Nursing homes, by their very nature, …

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Couples: 5 Reasons to Review Your Estate Plan

I see about 500 new individuals or couples every year to talk about their estate plan. Occasionally, I find couples who have done no planning at all. In the vast majority of cases, though, people have a plan. It just …

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