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
Allen J. Falke
Of Counsel
Arthur P. Bergeron
Of Counsel
Christine M. Boutin
Of Counsel
Jennifer Z. Flanagan
Partner
Nancy E. Gunnard
Of Counsel
Jared J. Madison
Associate
Robert P. Mascali
Of Counsel
Janet W. Moore
Of Counsel
Elizabeth V. Newton
Associate
Andrew B. O'Donnell
Of Counsel
Gina N. Bisceglia, Paralegal
Paralegal
Brenda Costa
Elder Law Coordinator
Tara J. Cushing
Paralegal
Tammy L. Roscoe
Paralegal
Maureen Zucco
Paralegal
Christin Boutin quoted in "Ways an Elder Law Attorney Can Help Families and Caregivers"
[ read full story ]WBJ names the 2025 Best of Business award winners- Mirick selected as Best Law Firm
[ read full story ]Mirick O'Connell Named Tier 1 Firm by U.S. News - Best Lawyers "Best Law Firms" in 2025
[ read full story ]24 Mirick O'Connell Attorneys Named to 2025 Best Lawyers and Best Lawyers: Ones to Watch List
[ read full story ]Jennifer Flanagan, Christine Boutin and Elizabeth Newton to present at a MCLE Live Webcast on September 26
[ read full story ]Christine Boutin to present, "What Conveyancers Need to Know When Elderly Clients Buy Property"
[ read full story ]Jennifer Flanagan has been elected as a Fellow of the American College of Trust and Estate Counsel (ACTEC)
[ read full story ]Nancy Gunnard quoted in "How Are Estates Distributed If There's No Will? A Lawyer Explains Intestate"
[ download PDF file ]Allen Falke Published in Kiplinger "To Protect Your Kids, Consider These Estate Planning Steps"
[ read full story ]28 Mirick O'Connell Attorneys Named to 2023 Super Lawyers and Rising Stars List
[ read full story ]Allen Falke Published in Kiplinger "What to Discuss With Your Aging Parents as They Get Older"
[ read full story ]Jennifer Z. Flannagan, Seasoned Trusts and Estates Attorney, Joins Mirick O'Connell
[ read full story ]Trusts and Estates e-News: Episode 2 of Trusts and Estates Podcast Series
[ read full story ]Mirick O'Connell Launches Trusts and Estates Podcast Series
[ read full story ]27 Mirick O'Connell Attorneys Named to 2022 Super Lawyers and Rising Stars List
[ read full story ]25 Mirick O'Connell lawyers recognized as 2023 Best Lawyers and Best Lawyers: Ones to Watch 2023
[ read full story ]Four Attorneys Recognized as "Lawyer of the Year" by Best Lawyers 2023
[ read full story ]Arthur Bergeron quoted in AARP, "You've Got the Power (of Attorney)"
[ read full story ]PODCAST: Arthur Bergeron discusses 'Staying at Home'
[ read full story ]Happy New Year from Mirick O'Connell
[ read full story ]PODCAST: To Gift or Not to Gift? That is the Question
[ read full story ]PODCAST: Arthur Bergeron discusses Avoiding Family Feuds
[ read full story ]PODCAST: Allen Falke discusses Considerations for Parents as Children Turn 18
[ read full story ]PODCAST: Arthur Bergeron discusses Living with Memory Loss
[ read full story ]17 Mirick O'Connell Attorneys Named to 2022 Best Lawyers and Best Lawyers: Ones to Watch List
[ read full story ]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?
[ read full story ]PODCAST: Arthur Bergeron discusses Wills and Trusts
[ read full story ]PODCAST: Arthur Bergeron discusses Planning for the Last Year of Life
[ read full story ]Anthony P. DaSilva, Jr. Joins Mirick O'Connell
[ read full story ]PODCAST: Arthur Bergeron discusses Financial Planning for the Rest of your Life
[ read full story ]Best Lawyers release the 2021 Edition of Best Lawyers in New England
[ read full story ]PODCAST: Arthur Bergeron discusses Tax Issues for Seniors
[ read full story ]PODCAST: Arthur Bergeron discusses Planning Ahead to Protect your Home as you Age
[ read full story ]PODCAST: Arthur Bergeron discusses What Seniors Need to Know about MassHealth
[ read full story ]PODCAST: Arthur Bergeron discusses Massachusetts Elder Law: Gifting
[ read full story ]PODCAST: Arthur Bergeron discusses Medicare Open Enrollment
[ read full story ]Mirick O'Connell Named Tier 1 Firm by U.S. News - Best Lawyers "Best Law Firms" in 2021
[ read full story ]PODCAST: Mirick O'Connell attorneys discuss Remembering RBGT: Her Life and Legacy
[ read full story ]Leah Kofos featured in Pro Bono Spotlight by Community Legal Aid
[ read full story ]PODCAST: Allen Falke discusses Estate Planning Techniques in a Low Interest Rate Environment
[ read full story ]17 Mirick O'Connell Attorneys Named to 2021 Best Lawyers and Best Lawyers: Ones to Watch List
[ read full story ]We Stand in Solidarity: A message to our clients and our community.
[ read full story ]PODCAST: Emily Crim discusses estate planning for same-sex couples | Recorded 5.1.20
[ read full story ]e-Alert: Massachusetts Legislature Passes Remote Notarization Bill / Recommendations to Ensure Workplace Safety in Light of the COVID-19 Pandemic for Non-Healthcare Employers
[ read full story ]PODCAST: Arthur Bergeron talks about alternatives to nursing homes during COVID-19 | Recorded 4.27.20
[ read full story ]PODCAST: Ted Bassett discusses taking care of the elderly during COVID-19 | Recorded 4.25.20
[ read full story ]e-Alert: COVID-19 Legal Updates: Employment Law | Estate Planning | Business
[ read full story ]PODCAST: Grace Roessler discusses Family Law and Divorce during COVID-19
[ read full story ]e-Alert: Tax Extension/ DOL Releases Poster of Employee Rights/Impact on Construction Industry
[ read full story ]e-Alert: Congress Passes Families First Coronavirus Response Act/ April 15 Reprieve
[ read full story ]e-Alert: Long-term Care and Estate Planning/ Coronavirus Impact on the Workplace/ Construction Industry
[ read full story ]Mirick O'Connell recognized as "Best Law Firm" for business by Worcester Business Journal
[ read full story ]Free Estate Planning Clinic for Low-Income Veterans
[ download PDF file ]Tax Planning Ideas for the End of 2018
[ read full story ]Joint Ownership: The Good, the Bad and the Ugly
[ read full story ]Even Your Pet Needs an Estate Plan
[ read full story ]14 Mirick O'Connell attorneys recognized in 2019 The Best Lawyers in America
[ read full story ]Mirick O'Connell Ranked Largest Law Firm in Central MA
[ read full story ]Mirick O'Connell Voted Best Law Firm For Business
[ read full story ]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
[ read full story ]