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

Lisa M. Neeley

Lisa M. Neeley
Partner

Emily P. Beekman

Emily P. Beekman
Associate

Arthur P. Bergeron

Arthur P. Bergeron
Of Counsel

Tracy A. Craig

Tracy A. Craig
Partner

Allen J. Falke

Allen J. Falke
Of Counsel

Jared J. Madison

Jared J. Madison
Associate

Janet W. Moore

Janet W. Moore
Partner

Brenda  Costa

Brenda Costa
Elder Law Coordinator

Tara J. Cushing

Tara J. Cushing
Paralegal

Serena  Desai

Serena Desai
Paralegal

Briseina  Larti

Briseina Larti
Paralegal

Amy L. McIntyre

Amy L. McIntyre
Paralegal

25 Mirick O'Connell lawyers recognized as 2023 Best Lawyers and Best Lawyers: Ones to Watch 2023

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Four Attorneys Recognized as "Lawyer of the Year" by Best Lawyers 2023

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Tracy Craig quoted in Her Money, "Should Your Pets Be In Your Will?"

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Lisa Neeley quoted in NPR, "Nursing Homes are Suing Friends and Family to Collect on Patient's Bills"

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Tracy Craig quoted in Upwise, "Estate planning for LGBTQ+ couples: What you need to know"

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Tracy Craig quoted in BARRON'S, "Estate Planning for Investors Who Hold Crypto and NFTs"

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Arthur Bergeron quoted in AARP, "You've Got the Power (of Attorney)"

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Lisa Neeley selected a Lawyer of the Year by Massachusetts Lawyers Weekly

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Lisa Neeley quoted in Massachusetts Lawyers Weekly article, "SJC once again has MassHealth in its crosshairs"

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PODCAST: Arthur Bergeron discusses 'Staying at Home'

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Happy New Year from Mirick O'Connell

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PODCAST: To Gift or Not to Gift? That is the Question

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PODCAST: Arthur Bergeron discusses Avoiding Family Feuds

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PODCAST: Allen Falke discusses Considerations for Parents as Children Turn 18

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PODCAST: Arthur Bergeron discusses Living with Memory Loss

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17 Mirick O'Connell Attorneys Named to 2022 Best Lawyers and Best Lawyers: Ones to Watch List

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Lisa Neeley was quoted in Massachusetts Lawyers Weekly article "SJC Hands MassHealth Another Defeat in War on Trusts'"

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PODCAST: Arthur Bergeron discusses Wills and Trusts

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Patricia Davidson was quoted in Massachusetts Lawyers Weekly article, "Widow Gets Appreciation on her Share of Estate"

In the absence of language in a premarital agreement suggesting otherwise, is a surviving spouse entitled to benefit from the appreciation of the value of her share of the assets in her late husband's estate occurring in the years between his death and the settlement of the estate?

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PODCAST: Arthur Bergeron discusses Planning for the Last Year of Life

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Anthony P. DaSilva, Jr. Joins Mirick O'Connell

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PODCAST: Arthur Bergeron discusses Financial Planning for the Rest of your Life

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Best Lawyers release the 2021 Edition of Best Lawyers in New England

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PODCAST: Arthur Bergeron discusses Tax Issues for Seniors

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PODCAST: Lisa Neeley discusses Nominee Trusts and MassHealth

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Lisa Neeley quoted in Massachusetts Lawyers Weekly article, "MassHealth Loses Latest Battle in 'War on Trusts'"

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Lisa Neeley Prevails - SJC Rules House in Nominee Trust Not a Countable Asset for MassHealth

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PODCAST: Arthur Bergeron discusses Planning Ahead to Protect your Home as you Age

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PODCAST: Arthur Bergeron discusses What Seniors Need to Know about MassHealth

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PODCAST: Arthur Bergeron discusses Massachusetts Elder Law: Gifting

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PODCAST: Arthur Bergeron discusses Medicare Open Enrollment

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Mirick O'Connell Named Tier 1 Firm by U.S. News - Best Lawyers "Best Law Firms" in 2021

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28 Mirick O'Connell Attorneys Named to 2020 Super Lawyers and Rising Stars List

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PODCAST: Mirick O'Connell attorneys discuss Remembering RBGT: Her Life and Legacy

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Leah Kofos featured in Pro Bono Spotlight by Community Legal Aid

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Tracy Craig quoted in Insurance.com article "Do You Have to Pay Back Medicaid if You Inherit Money?"

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Tracy Craig quoted in U.S. News & World Report article "8 Things You Need for an Estate Plan at Any Age"

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PODCAST: Allen Falke discusses Estate Planning Techniques in a Low Interest Rate Environment

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17 Mirick O'Connell Attorneys Named to 2021 Best Lawyers and Best Lawyers: Ones to Watch List

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PODCAST: Tracy Craig discusses Pet Trusts: Taking Car of Your Pets After You Pass Away

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We Stand in Solidarity: A message to our clients and our community.

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PODCAST: Lisa Neeley discusses Key Nursing Home and MassHealth Issues Amid COVID-19 | Recorded 5.18.20

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PODCAST: Emily Crim discusses estate planning for same-sex couples | Recorded 5.1.20

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e-Alert: Massachusetts Legislature Passes Remote Notarization Bill / Recommendations to Ensure Workplace Safety in Light of the COVID-19 Pandemic for Non-Healthcare Employers

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PODCAST: Arthur Bergeron talks about alternatives to nursing homes during COVID-19 | Recorded 4.27.20

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PODCAST: Ted Bassett discusses taking care of the elderly during COVID-19 | Recorded 4.25.20

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e-Alert: COVID-19 Legal Updates: Employment Law | Estate Planning | Business

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

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e-Alert: Tax Extension/ DOL Releases Poster of Employee Rights/Impact on Construction Industry

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e-Alert: Congress Passes Families First Coronavirus Response Act/ April 15 Reprieve

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e-Alert: Long-term Care and Estate Planning/ Coronavirus Impact on the Workplace/ Construction Industry

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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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e-Alert: COVID-19 Funeral Reimbursement Program

5/10/2021[ read full story ]

Extension of 2020 Massachusetts Tax Return Filing and Payment

03/22/2021[ read full story ]

Extension of 2020 Federal Tax Return Filing and Payment

03/19/2021[ read full story ]

American Rescue Plan Act of 2021 Contains New COBRA Subsidies

03/16/2021

American Rescue Plan and Paid Leave: What Employers Need to Know

03/12/2021[ read full story ]

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 "MassHealth Update" at 2021 MBA Probate Law Conference

11/09/2021[ read full story ]

Patricia Davidson to Present "Updates in Probate Law" at the 2021 MBA Probate Law Conference

11/08/2021[ read full story ]

Lisa Neeley to serve as Keynote Speaker at MA Guardianship Association's Annual Conference

09/30/2021[ 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 ]

Mirick O'Connell sponsors Safe Homes Gala & People Of Courage Awards

4/9/2021[ read full story ]

TOD Accounts Versus Revocable Trusts - Which Is Better?

12/2/2021[ read full story ]

Patricia Davidson Co-authors Bloomberg Tax article "The Evolving Role of Trust Protectors"

11/06/2020[ 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 ]

PLANNING TO KEEP CONTROL

This article was co-authored by Arthur Bergeron and Leah Kofos. Does this dilemma sound familiar?  On one hand, you want to keep control of your life and make all of financial and medical decisions yourself.  On the other hand, you …

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Living with Memory Loss

Thirty years ago next month, my mother died in a nursing home.  Back then, there weren’t open discussions, shared knowledge, or resources available to people with Alzheimer’s Disease.  Most seniors died from “hardening of the arteries” or just “old age.” …

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Emergency Broadband Benefit

One lesson the pandemic has taught us is that having Internet access is essential, now more than ever. However, many people are struggling to afford Internet services. Luckily, a new federal coronavirus aid program might be able to help. Launched …

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COVID-19 Funeral Reimbursement Program

Has a loved one passed away due to COVID-19 complications? If so, you may be eligible for a government reimbursement for funeral expenses to assist with funeral services, interment, and cremation.  The assistance is limited to a maximum reimbursement amount …

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Durable Powers of Attorney: What You Should Know

You have worked hard to grow and nurture your assets throughout your lifetime. What happens if, due to illness, hardship, or other difficulty, you are unable to continue to do so? A Durable Power of Attorney answers this question. A …

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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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