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

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 ]

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 ]

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 ]

Who Ya Gonna Call?

As seniors, you are probably the greatest beneficiaries of the Great Society, that incredible combination of programs created by President Lyndon Johnson and passed during the 1960s. The anchors of those programs, of course, were Medicare and Medicaid.  Before the …

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Protecting the Cottage

Are you lucky enough to own that special place, whether it’s a camper in Maine or a house on the Cape, where you, your children and your grandchildren can go to enjoy some time away together during our all-too-brief New …

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If You See Something, Say Something

One of my elder clients (we’ll call her Mary) called about two weeks ago. She had received a call from a caseworker at Springwell, one of the network of regional entities charged by the Commonwealth’s Office of Elder Services with …

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Sick? Call Your Doctor – Then Call Your Lawyer

This past month two different people called (neither of them were an existing client) with the same story. Each one had a relative close to death and wanted to know if there was anything that should be done.  In each …

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How “Waiving the Will” Could Affect You

In the spring, as part of a my seminar series, I will be presenting “Elder Law for Couples,” in which I will discuss the ins and outs of estate planning for seniors. One of the new issues is a new …

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It’s Tax Time Again – Here Are Four Quick Tips

If you or your spouse is chronically ill, here are four quick tips to consider if you itemize deductions on your income tax returns: LONG TERM CARE INSURANCE PREMIUMS ARE USUALLY DEDUCTIBLE. They are part of your medical expense deduction.  …

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Upcoming Elder Law Legal Clinics

Below is a listing for two of my upcoming programs.  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 …

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Boston Globe article highlights the importance of estate planning for blended families

A recent article in The Boston Globe – “A patriarch leaves no will and the home he meant for his Cambridge family may be lost” – demonstrates the importance of having an estate plan, particularly with blended families, and shows how not having …

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Things to Consider When Trying to Avoid Probate

Probate is the court process of determining who gets your assets when you die.  A Will does not avoid probate, but it governs who will get your assets owned in your sole name.  To avoid probate, you need to structure …

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Make a Resolution to Talk to Your Proxy Agent

A few months ago I participated in a great event at Milford Regional Hospital.  The Hospital is actively encouraging Milford residents and the neighboring communities (who obviously are all likely future patients there) to not only complete a Health Care …

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