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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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

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

Free Estate Planning Clinic for Low-Income Veterans

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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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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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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

This Season, Give Something Special and Ask for Something Special in Return

Every year around this time I like to remind people of some basic rules of giving: Gift Tax There is a cap (this year the number is $15,000) on the amount you may give to any one person in one …

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Give Your Spouse a Final Gift: Asset Protection

I often meet with a recently widowed man or woman together with one or more of their children. Typically, I am asked how the surviving parent’s assets can be protected should he or she later need nursing home care. Unfortunately, …

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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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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.  …

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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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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 …

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Make a Resolution to Talk to Your Proxy Agent

A few months ago I participated in a great event at Milford Regional Hospital.  The Hospital is actively encouraging Milford residents and the neighboring communities (who obviously are all likely future patients there) to not only complete a Health Care …

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Upcoming Legal Clinic

You can always qualify for MassHealth, even at the last minute, if you need nursing home care or a lot of care at home. In this seminar, I will explore how pooled trusts and annuities can help you qualify for …

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Asset Protection for Single Seniors

This past spring I did a set of Council on Aging seminars on the legal issues single seniors face. If you are single, and you want your children or friends to avoid the time and expense of probate after you …

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Elder Law Clinics

My fall elder law presentations kick-off on September 18th!  Learn about Irrevocable Trusts:  Do you need one?  Is the one you have working? Below is a listing of my upcoming programs.  Contact your local Council on Aging for more information …

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