Lisa M. Neeley
Lisa is an attorney in the Firm's Trusts and Estates Group. She focuses her practice on elder law with an emphasis on Medicaid applications and appeals, estate and special needs planning, probate administration, and guardianship and conservatorship proceedings.
Lisa’s area of expertise is focused in the preparation and filing of complex MassHealth applications, and in providing client representation in appeals of applications that have been denied for a variety of legal reasons. Lisa also represents fiduciaries and beneficiaries who challenge MassHealth estate recovery actions. To that end, Lisa has successfully represented clients in appeals regarding benefit eligibility issues before the Office of Medicaid Board of Hearings, the Massachusetts Superior Court, the Massachusetts Appeals Court, and the Massachusetts Supreme Judicial Court. Additionally, Lisa has been retained to serve as an expert witness with regard to Medicaid eligibility and trust fiduciary litigation matters.
In addition to her elder law practice, Lisa routinely assists clients of all ages in the preparation of estate and long-term care planning documents, including powers of attorney, health care proxies, wills, and trusts used to accomplish a variety of planning goals. Lisa also advises special needs individuals regarding estate planning documents best suited for the lifetime management of funds, while maintaining eligibility for government benefits. She appears in Probate Court to represent individuals and families in guardianship and conservatorship proceedings, estate administration, and fiduciary litigation matters.
Lisa frequently speaks to bar associations, attorneys, and financial professionals regarding long-term care and estate planning topics. She has published several law review articles concerning long-term care planning and Medicaid eligibility topics. Lisa has been quoted in the Boston Globe, Washington Post, Law 360, and Massachusetts Lawyers Weekly.
Lisa is an active member of the Massachusetts Chapter of the National Academy of Elder Law Attorneys (NAELA), and serves on the organization’s public policy committee and litigation committee. In 2016, Lisa was a recipient of NAELA’s John J. Ford Litigation Advocacy Award in recognition of her dedication and commitment to people as they age and for individuals with special needs. Lisa has been named a Massachusetts “Super Lawyer" by Boston magazine and Law & Politics since 2018.
Prior to joining the Firm, Lisa was an Officer with Fletcher Tilton PC.
Bar & Court Admissions
- U.S. District Court for Massachusetts
- New England School of Law JD, cum laude (2006), Senior Literary Editor, New England Journal on Criminal and Civil Confinement
- Assumption College BA, cum laude (2003)
- Daley v. Executive Office of Health and Human Services & another (Nadeau v. Director of the Office of Medicaid), 477 Mass. 188 (2017). Lisa successfully argued before the Massachusetts Supreme Judicial Court on behalf of the Plaintiff, Lionel Nadeau, regarding a challenge by Medicaid to the use of an irrevocable trust in a long-term care benefit eligibility determination. The case established the precedent that a residence held in an irrevocable trust should not be treated as a countable resource in a Medicaid benefit eligibility determination because the grantor retained a life estate or the ability to use and occupy the residence held in the trust.
- Heyn v. Director of the Office of Medicaid, 89 Mass. App. Ct. 312 (April 15, 2016). Lisa successfully represented the plaintiff in obtaining a reversal of a prior Medicaid denial as a result of resources held in an irrevocable trust. The case established the precedent that resources held in an irrevocable trust should not be considered countable in a Medicaid benefit eligibility determination simply because the trustee can purchase an annuity with trust assets, or allocate between principal and income.
- Regularly represents clients in all phases of complex long-term care and community based Medicaid applications.
- Provides representation at Medicaid appeals before the Board of Hearings, Superior Court, and Massachusetts Appellate Courts.
- Represents fiduciaries and beneficiaries in disputes with MassHealth estate recovery concerning contested probate claims.
- Provides representation in probate court to obtain guardianship and conservatorship for the purpose of assisting with long-term care planning goals, and in fiduciary and beneficiary litigation matters
- Prepares estate and long-term care planning documents, such as wills, trusts, powers of attorney, and health care proxies to assist with client goals of asset preservation and continued lifetime management of funds.
- Advises individuals with special needs on proper estate and long-term care planning techniques with consideration of continuing public benefit eligibility issues, such as SSI, SSDI and MassHealth.
- Serves as an expert witness in regard to Medicaid, long-term planning, and fiduciary litigation matters.
- Represents individuals involved in nursing home litigation matters regarding payment disputes and resident rights issues.
“Latest Techniques for Middle Class Estates,” MCLE, February 5, 2020 (presenter)
“Current Trends in MassHealth and Estate Recovery Litigation,” Estate and Business Council of Worcester County, January 30, 2020 (presenter)
“MassHealth Estate Recovery Litigation,” Massachusetts NAELA, January 29, 2020 (presenter)
- Quoted in “State can’t take annuity for spousal MassHealth costs,” Massachusetts Lawyers Weekly, January 23, 2020
- "Drafting Successful Medicaid Trusts," MCLE, December 2019 (presenter)
- "MassHealth Update," Massachusetts Bar Association Seventh Annual Probate Law Conference, November 2019 (presenter)
- "2019 MassHealth Update," Half Moon Seminar, October 2019 (chaired and presenter)
- "Protecting Assets While Applying for Medicaid," National Business Institute, October 2019
- Quoted in “Elder law bar: MassHealth ‘war on trusts’ rages on,” Massachusetts Lawyers Weekly, August 2019
- "Special Needs Trusts," National Business Institute, May 2019 (presenter)
- “How to Fix a Broken Trust,” MCLE, April 9, 2019 (chair and presenter)
- “Drafting Successful Medicaid Trusts,” MCLE, December 6, 2018 (presenter)
- “MassHealth Update,” Massachusetts Bar Association Annual Probate Conference, November 9, 2018 (presenter)
- “2018 MassHealth Update,” Half Moon Seminar, October 18, 2018 (chaired and presenter)
- Medicaid & Healthcare Planning Update 2018," MCLE, May 8, 2018 (presenter)
- "Medicaid Planning," National Business Institute (NBI) Presentation, April 26, 2018 (presenter)
- “Case Note: Daley v. Executive Office of Health and Human Services and Nadeau v. Director of the Office of Medicaid,” NAELA News Journal, April 2018
- “Estate Recovery Challenges Concerning Annuity Beneficiary Designations,” National Association of Elder Law Attorneys, Massachusetts Chapter, Elder Law Institute XXIV: Focusing on Emerging Issues, March 2018 (presenter)
- Featured “Volunteer Profiles,” NAELA News, Jan/Feb/Mar 2018
- “Discussion of Daley v. Executive Office of Health and Human Services,” Boston Probate and Estate Planning Forum, January 3, 2018 (presenter)
- “MassHealth Update,” Massachusetts Bar Association Fifth Annual Probate Law Conference, November3, 2017 (presenter)
- "Medicaid and the Use of Irrevocable Trusts in Long-Term Care," NAELA Lunch and Learn Presentation, September 27, 2017 (presenter)
- “Estate Planning 101: Trust Basics,” Massachusetts Bar Association, September 19, 2017 (presenter)
- “Irrevocable Trusts in Long Term Care Planning,” Merrimack Valley Estate and Business Planning Council, September 11, 2017 (presenter)
- "Recent Developments in the New England Region," 2017 ACTEC New England Regional Meeting, September 9, 2017 (presenter)
- "Use of Irrevocable Trusts in Long-Term Care Planning - History and New Developments," Boston Estate Planning Council, August 23, 2017 (presenter)
- “Discussion of the Daley Decision,” Massachusetts NAELA Webinar Program, June 28, 2017 (presenter)
- “1st Look at What the Daley and Nadeau Decisions Mean to Irrevocable Trusts and Medicaid Planning,” MCLE Presentation, July 18, 2017 (presenter)
- Quoted in "Bar wary even after SJC rules against agency," Massachusetts Lawyers Weekly, June 8, 2017
- Quoted in "Mass. High Court Delivers Win For Seniors in Medicaid Row," Law360, May 30, 2017
- Quoted in "SJC ruling is a win for seniors seeking nursing home coverage," The Boston Globe, May 2017
- "Protecting Assets While Qualifying for Medicaid," National Business Intitute (NBI) Presentation, May 22, 2017 (presenter)
- "Powers of Guardians and Conservators," Guardianship and Conservatorship Practice Under the Massachusetts Uniform Probate Code, MCLE, 2017 supplement (co-author)
- "Limiting State Medicaid Agency Attempts to Expand the "Any Circumstances" Test: An Analysis of Massachusetts' Multiyear Battle Over the Use of Irrevocable Trusts in Long-Term Care Planning," NAELA Journal, Volume 13, No. 1, Spring 2017 (author)
- Quoted in "The GOP Plan to Roll Back Medicaid Might Force More Couples to Get Divorced," The Washington Post, March 2017
- “Legal Intersection of Medicaid Eligibility and Special Needs Planning,” Association of Developmental Disability Providers, February 21, 2017 (presenter)
- "Proposed MassHealth changes will make qualifying for long-term care more difficult," Community Advocate, February 3, 2017 (author)
- Featured in “Elder Law Bar Hoping SJC Turns Tide in War on Trusts,” Massachusetts Lawyers Weekly, January 27, 2017
- "Irrevocable Trusts for Medicaid Planning," Massachusetts Bar Association Fourth Annual Probate Law Conference, November 18, 2016 (presenter)
- "Medicaid Planning," National Business Institute (NBI) Presentation, November 4, 2016 (presenter)
- "Current State of Irrevocable Trusts and Long-Term Care Planning," Estate and Business Planning Council of Worcester County, November 3, 2016 (presenter)
- "Revocable Living Trusts from Start to Finish," National Business Institute (NBI) Presentation, October 19, 2016 (presenter)
- “Heyn v. Director of the Office of Medicaid: Massachusetts Appeals Court Holds That the Power to Purchase an Annuity Does Not Render the Corpus of an Irrevocable Trust a Countable Resource,” NAELA Journal, Volume 12, No. 2, Fall 2016 (author)
- “Medicaid Appeals,” Annual Massachusetts NAELA Litigation Workshop Presentation, August 26, 2016 (presenter)
- "Irrevocable Trust Planning Update," Montachusett Estate and Retirement Planning Council Presentation, June 16, 2016 (presenter)
- "Medicaid Trust Planning in Light of Roche: Free at Last or Bumps Ahead," MCLE Presentation, May 20, 2016 (presenter)
- "Trends in Long-Term Care Planning with Irrevocable Trusts," Boston Bar Association Presentation, May 17, 2016 (presenter)
- Featured in "MassHealth's Termination of Medicaid Benefits Overturned, Elder law bar wins key battle in fight over irrevocable trusts," Massachusetts Lawyers Weekly, April 25, 2016
- Featured in "Fletcher Tilton Lawyers Win Tug-of-War with MassHealth," Worcester Telegram & Gazette, April 24,2016
- "Medicaid Planning," National Business Institute (NBI) Presentation, April 20, 2016 (presenter)
- "Update on Current Medicaid Trends," Massachusetts Chapter of NAELA Presentation, January 27, 2016 (presenter)
- "Estate Planning for the Aging or Incapacitated Clients in Massachusetts," MCLE Basic Practice Manual, Chapter 14 (Housing Options), 2015 Supplement (co-author)
- "Medicaid and Elder Law: Representing Clients in a New Legal Landscape," Lorman Education Services Presentation, April 2012 (presenter)
Professional / Community Affiliations
- The American College of Trust and Estate Counsel, fellow
- Worcester County Bar Association
- Massachusetts Bar Association
- National Academy of Elder Law Attorneys, Massachusetts Chapter, Board of Directors, Advocacy Committee member, Public Policy Committee member
- Estate and Business Planning Council of Worcester County, member
THE APRIL 15TH REPRIEVE
The Treasury Department recently announced that certain taxpayers will have an extra three months to pay income taxes that would otherwise be due on April 15, 2020, for the tax year 2019. This extension of time to pay is solely for …[ 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 ]
Upcoming Legal Clinic
Below is a listing for my upcoming elder law legal clinic. 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 …[ load webpage to read more ]
The Circuit Breaker Tax Credit: A Reason to Possibly Look Forward to Filing Your Tax Return
It is tax season again. You may be dreading it, or figuring you can ignore it because your income is low enough, especially if most of your income comes from Social Security. But, here is a reason to look forward …[ load webpage to read more ]
Does Your Power of Attorney Do What You Need it to Do?
Oftentimes at my elder law seminars I ask guests if they have a Durable Power of Attorney. Most people raise their hands. A Power of Attorney is needed to authorize someone to handle all your financial and legal affairs if …[ load webpage to read more ]
Make a New Year’s Resolution: Follow Frank and Mary
Frank and Mary are the fictional couple to whom I refer in my elder law seminars. They have the same questions and concerns you and your loved ones have. They also have the same interest you have in making your …[ load webpage to read more ]
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 …[ load webpage to read more ]
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, …[ 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 ]
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 …[ load webpage to read more ]