Trusts and Estates

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Attorneys in the Trusts and Estates Group counsel individuals and families in all matters concerning estate, gift, charitable and fiduciary income tax planning. Our attorneys have extensive experience in drafting sophisticated estate planning documents, implementing wealth transfer strategies, and managing estates upon an individual's death.

Members of the Trusts and Estates Group are frequent lecturers and authors on topics regarding estate, gift and fiduciary income tax issues; estate planning; and estate and trust administration.  Our attorneys are active in local and state bar associations and numerous charitable and other non-profit organizations throughout Massachusetts. 

Practice Chair

Tracy A. Craig

Tracy A. Craig
Partner

Arthur P. Bergeron

Arthur P. Bergeron
Of Counsel

Emily L. Crim

Emily L. Crim
Associate

Allen J. Falke

Allen J. Falke
Of Counsel

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

Tara J. Cushing

Tara J. Cushing
Paralegal

Briseina  Larti

Briseina Larti
Paralegal

Amy L. McIntyre

Amy L. McIntyre
Paralegal

PODCAST: Grace Roessler discusses Family Law and Divorce during COVID-19

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e-Alert: COVID-19 Legal Updates

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e-Alert: COVID-19 Legal Updates

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e-Alert: COVID-19 Legal Updates

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Mirick O'Connell recognized as "Best Law Firm" for business by Worcester Business Journal

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Free Estate Planning Clinic for Low-Income Veterans

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Tracy Craig authors Kiplinger article, "Beneficiary Designations: 5 Critical Mistakes to Avoid"

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Tracy Craig authors Kiplinger article, "No Children? Why You Still Need an Estate Plan"

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Tax Planning Ideas for the End of 2018

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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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14 Mirick O'Connell attorneys recognized in 2019 The Best Lawyers in America

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Mirick O'Connell Ranked Largest Law Firm in Central MA

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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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Mirick O'Connell Voted Best Law Firm For Business

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Highlights of the New Tax Bill

Last week the President signed into law a new tax bill that has dramatic effects on the current tax system. Here are highlights affecting most individuals

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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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Mirick O'Connell included in the 2018 "Best Law Firms" list by U.S. News & World Report and Best Lawyers

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Meet the Newest Members of the Mirick O'Connell Team

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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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Highlights from our Trusts and Estates Blog

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Lisa Neeley to speak on the Legal Aspects of Aging

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Mirick O'Connell Voted Best Law Firm

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Lisa M. Neeley Argues Before Supreme Judicial Court

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Lisa M. Neeley Honored with Elder Advocacy Award

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Lisa Neeley's case note published in this fall's edition of the National NAELA Journal

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Jason Port Selected for Leadership Worcester Class of 2017

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Mirick O'Connell Featured in Worcester Telegram

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Worcester Chamber Salutes Mirick O'Connell on 100 Years of Excellence

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Tracy Craig authors Money Magazine article "What Happens To Your Facebook Account When You Die?"

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Mirick O'Connell Celebrates 100th Anniversary!

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Jason Port Recognized as one of this year's "40 Under Forty" by Worcester Business Journal

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Tracy Craig Recognized as "Top Women in Law" by Massachusetts Lawyers Weekly

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Tax Planning Ideas for the End of 2018

11/29/18[ read full story ]

Commonwealth Proposes Sweeping Changes to MassHealth Regulations

12/6/16[ read full story ]

Lisa Neeley to present "Current Trends in MassHealth and Estate Recovery Litigation" at the January EBPC of Worcester County Dinner

01/30/2020[ read full story ]

Lisa Neeley to present "The Basics and Current Trends in Estate Recovery" at NAELA's January MA Chapter Meeting

01/29/2020[ read full story ]

Trish Davidson to participate in National Business Institute's Estate Administration Boot Camp

7/24/19[ read full story ]

Allen Falke to present "Wondering how the new tax bill will affect your and/or your business?" Seminar

01/19/2018[ read full story ]

Lisa Neeley to present at MCLE: 1st Look at What the Daley & Nadeau Decisions Mean to Irrevocable Trusts & Medicaid Planning

7/18/17[ read full story ]

Lisa Neeley to participate in MassNAELA webinar: Daley v. EOHHS

6/6/17[ read full story ]

Tracy Craig to Participate in #LoveAndMoney Twitter Chat

10/13/2016[ read full story ]

5 Ways to Incorporate Charitable Giving into Your Estate Plan

03/02/2020[ read full story ]

Tracy Craig authors Kiplinger article, "Are You Ready for Longevity? 4 Steps to Take Now"

08/13/2018[ read full story ]

Tracy Craig authors Kiplinger article, "Should You Give Your House Away?"

06/12/2018[ read full story ]

Trusts and Estates Newsletter - Spring 2018

06/01/2018[ 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 ]

Commonwealth Proposes Sweeping Changes to MassHealth Regulations

12/9/16[ read full story ]

Fall 2016 Trusts and Estates Newsletter

11/23/2016[ read full story ]

Tracy Craig authors Money Magazine article "What Happens To Your Facebook Account When You Die?

June 2016[ read full story ]

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 …

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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 …

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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 …

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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 …

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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 …

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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 …

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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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