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

Janet W. Moore

Janet W. Moore
Partner

Lisa M. Neeley

Lisa M. Neeley
Of Counsel

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

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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Commonwealth Proposes Sweeping Changes to MassHealth Regulations

12/6/16[ 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 ]

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 ]

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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