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

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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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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19 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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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 ]

Patricia Davidson and Emily Crim author Bloomberg Tax article "The Evolving Role of Trust Protectors"

11/6/2020[ 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 ]
 

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