Patience E. Carlier

Legal Administrative Assistant Sarah E. Johnson

508.929.1627
sjohnson@mirickoconnell.com

Patience is an associate in the firm's Trusts and Estates Group.  She focuses her practice in estate planning, elder law, trust administration, estate administration, and tax planning.

Prior to joining Mirick O’Connell, Patience was an associate with McSwiney, Semple, Hankin-Birke & Wood, PC and McLane Middleton, P.A., both in New Hampshire. 


Bar & Court Admissions

  • Massachusetts
  • New Hampshire
  • U.S. Tax Court
  • University of New Hampshire School of Law JD
  • Fitchburg State University BS, summa cum laude

Publications/Presentations

  • “Non-Traditional Families, Assistive Reproductive Technologies, and Common Concerns Facing Same-Sex Estate Planning Clients Post-Obergefell,” New Hampshire Bar News, March, 22, 2019

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 …

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Planning to Stay Home

Most seniors, like my friends Frank and Mary, hope they can live in their home until they die.  But hope is not a plan. Here are some tips: Make your home safe. The older you get the greater the risk …

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The Planning You Need to Qualify for MassHealth

In previous columns I have explained how, whether you are single or married, you can always qualify for MassHealth at the last minute if you need to.    Knowing that to be true, do you still need to plan ahead?  The …

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Giving it All Away (Or at Least Some of It)

Every December my clients ask whether or not it makes sense to make gifts to their loved ones.  In addition to getting to hear “thank you”, there are several advantages to giving assets away before you die, with few disadvantages.  …

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Single? Need to Qualify for MassHealth?

It is important to know your options when it comes to qualifying for MassHealth should you require home health care or nursing home care. Many seniors who are single often lose sleep worrying about this very issue. Rest assured, whether …

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The Couples Guide to Qualifying for MassHealth

Whether you’re married or single, if you need MassHealth because you need nursing home care or need a lot of care at home, you can always qualify for MassHealth.  This month, I’ll talk about the rules if you’re married.  Next …

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