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

Janet W. Moore

Janet W. Moore
Partner

Lisa M. Neeley

Lisa M. Neeley
Of Counsel

Brenda  Costa

Brenda Costa
Elder Law Coordinator

Amy L. McIntyre

Amy L. McIntyre
Paralegal

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

Upcoming Elder Law Clinics

    Estate planning, tax minimization and asset protection concerns are very different for single people versus married couples.  Learn what steps singles need to take to protect yourself and preserve your assets.  Attend one of my elder law seminars …

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Lisa Neeley featured in NAELA News

Mirick O’Connell’s Lisa Neeley was recently interviewed in NAELA News. Click here for the feature.…

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Elder Law Seminars

During the next couple of months, my elder law seminars will be focusing on how the new Massachusetts CARE Act, changes to the federal tax code, the tightening of MassHealth regulations, and other changes in the law might affect you, …

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Highlights of the New Tax Bill

On December 22, 2017, the President signed into law a new tax bill that has dramatic effects on the current tax system.  Here are highlights affecting most individuals: Increase in the standard deduction to $12,000 for individuals filing single and …

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‘Tis the Season for Giving

This is the time of year when I receive numerous calls from clients asking about year-end gifts they want to give to their children or other relatives and friends. Many have questions about the amount they can gift away without …

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Elder Law Seminars: Honoring Choices

During the next couple of months, my elder law seminars will be focusing on “Honoring Choices” in regards to your health care planning, should you become ill or in case of an emergency.  Below is a listing of my upcoming …

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Leaving Your Wealth in Trust for the Protection of Your Children

Consider how your assets can benefit, or perhaps complicate, the lives of your children or other loved ones when you pass away. You know your children better than almost anyone else, and your estate plan should take into consideration their …

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MCLE Webinar on 7/18 to discuss the Daley and Nadeau decisions and their implications for irrevocable trusts and Medicaid planning

Lisa Neeley will be speaking about her role as lead counsel in the Nadeau case as well as offering her thoughts on the future of Medicaid planning in Massachusetts. Click here for more information and to register for the Webinar.…

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The New York Times brings Medicaid home

Check out “You’re Probably Going to Need Medicaid” in The New York Times for an interesting read on the relevance of Medicaid.…

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SJC rules on Nadeau and Daley cases

Today the Massachusetts Supreme Judicial Court issued its decision in the cases of Nadeau v. Director of the Office of Medicaid and Daley v. Secretary of the Executive Office of Health and Human Services. In the unanimous decision, the SJC held …

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Upcoming Elder Law Clinics

    Estate planning, tax minimization and asset protection concerns are very different for single people versus married couples.  Learn what steps singles need to take to protect yourself and preserve your assets.  Attend one of my elder law seminars …

[ load webpage to read more ]

Lisa Neeley featured in NAELA News

Mirick O’Connell’s Lisa Neeley was recently interviewed in NAELA News. Click here for the feature.…

[ load webpage to read more ]

Elder Law Seminars

During the next couple of months, my elder law seminars will be focusing on how the new Massachusetts CARE Act, changes to the federal tax code, the tightening of MassHealth regulations, and other changes in the law might affect you, …

[ load webpage to read more ]

Elder Law Seminars: Honoring Choices

During the next couple of months, my elder law seminars will be focusing on “Honoring Choices” in regards to your health care planning, should you become ill or in case of an emergency.  Below is a listing of my upcoming …

[ load webpage to read more ]

MCLE Webinar on 7/18 to discuss the Daley and Nadeau decisions and their implications for irrevocable trusts and Medicaid planning

Lisa Neeley will be speaking about her role as lead counsel in the Nadeau case as well as offering her thoughts on the future of Medicaid planning in Massachusetts. Click here for more information and to register for the Webinar.…

[ load webpage to read more ]

The New York Times brings Medicaid home

Check out “You’re Probably Going to Need Medicaid” in The New York Times for an interesting read on the relevance of Medicaid.…

[ load webpage to read more ]

SJC rules on Nadeau and Daley cases

Today the Massachusetts Supreme Judicial Court issued its decision in the cases of Nadeau v. Director of the Office of Medicaid and Daley v. Secretary of the Executive Office of Health and Human Services. In the unanimous decision, the SJC held …

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Lisa Neeley’s article published in National Academy of Elder Law Attorneys Spring 2017 NAELA Journal

The NAELA Journal Spring 2017 issue includes Lisa Neeley’s article Limiting State Medicaid Agency Attempts to Expand the “Any Circumstances” Test: An Analysis of Massachusetts’ Multiyear Legal Battle Over the Use of Irrevocable Trusts in Long-Term Care Planning. The article explores the …

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Converting Medicaid to a block grant program will hurt seniors and the disabled

Recently, there has been much discussion in the news about the possibility of Congress radically altering the Medicaid program by converting it into a block grant system. Such a change would convert Medicaid into a system in which each state …

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Lisa Neeley quoted in The Washington Post article on “medical divorce”

What do Medicaid cuts have to do with divorce? Read Lisa Neeley’s thoughts in Jordan Rosenfeld’s article “The GOP plan to roll back Medicaid might force more couples to get divorced” published today in The Washington Post.…

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