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.

FOLLOW OUR BLOG:

Getting All Your ‘Docs’ in a Row

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

VISIT OUR YOU TUBE CHANNEL:


Elder Law with Frank and Mary 

Practice Chair

Tracy A. Craig

Tracy A. Craig
Partner

Arthur P. Bergeron

Arthur P. Bergeron
Of Counsel

Emily L. Crim

Emily L. Crim
Associate

Leah A. Kofos

Leah A. Kofos
Associate

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

Leah Kofos featured in Pro Bono Spotlight by Community Legal Aid

[ read full story ]

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

[ read full story ]

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

[ read full story ]

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

[ read full story ]

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

[ read full story ]

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

[ read full story ]

BLOG: Protecting the Elderly: Coronavirus and Nursing Homes

[ read full story ]

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

[ read full story ]

Free Estate Planning Clinic for Low-Income Veterans

[ download PDF file ]

Joint Ownership: The Good, the Bad and the Ugly

[ read full story ]

Even Your Pet Needs an Estate Plan

[ read full story ]

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.

[ read full story ]

Lisa Neeley was featured in the latest edition of NAELA News

[ read full story ]

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

[ read full story ]

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

[ read full story ]

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

[ read full story ]

Arthur Bergeron honored by MetroWest Health Foundation

[ read full story ]

Lisa Neeley to speak on the Legal Aspects of Aging

[ read full story ]

Lisa M. Neeley Honored with Elder Advocacy Award

[ 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 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 Bob DePeron, Samantha Cheung and Melody McLaughlin

9/23/20[ read full story ]

Arthur Bergeron interviews Representative Danielle Gregoire

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 Veronika Mitchell from the Discovery Center at the Callahan Center

9/2/20[ read full story ]

Arthur Bergeron interviews Senate President Karen Spilka

9/2/2020[ 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 ]

Your Health Care Proxy

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 ]

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

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.…

[ load webpage to read more ]

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, …

[ load webpage to read more ]

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 …

[ load webpage to read more ]

THE CORONAVIRUS CRISIS: CHANGES TO LONG-TERM CARE AND ESTATE PLANNING

Over the past few weeks, our country has been deeply impacted by the COVID-19 crisis. For seniors and those with disabilities, this health crisis is particularly challenging and scary. Recently, there have been changes to the Medicaid program and guidance …

[ load webpage to read more ]

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 …

[ load webpage to read more ]

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 …

[ load webpage to read more ]

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 …

[ load webpage to read more ]

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.  …

[ load webpage to read more ]

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 …

[ load webpage to read more ]

Things to Consider When Trying to Avoid Probate

Probate is the court process of determining who gets your assets when you die.  A Will does not avoid probate, but it governs who will get your assets owned in your sole name.  To avoid probate, you need to structure …

[ load webpage to read more ]
 

Our Practices