Our attorneys provide individuals and families with sophisticated advice on a wide variety of estate planning and wealth transfer issues. In each case, we tailor our estate planning solutions to address the particular needs of the individual or family.
The clients we represent come from a variety of backgrounds: from principals of closely-held businesses facing succession and liquidity planning issues to executives at public companies, from families just starting out and concerned about guardianship issues to families with mature children and concerns about aging parents, from single-parent families to same-sex-parent families, and from families faced with nursing home and health care issues to families with a non-citizen spouse facing sophisticated international and federal estate tax issues.
Arthur P. Bergeron
Of Counsel
Christine M. Boutin
Of Counsel
Allen J. Falke
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
Tara J. Cushing
Paralegal
Tammy L. Roscoe
Paralegal
Maureen Zucco
Paralegal
WBJ names the 2025 Best of Business award winners- Mirick selected as Best Law Firm
[ read full story ]Jennifer Flanagan and Kathryn Calo published in Fifty Plus Advocate!
[ read full story ]24 Mirick O'Connell Attorneys Named to 2025 Best Lawyers and Best Lawyers: Ones to Watch List
[ 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 ]Allen Falke Published in Kiplinger "What to Discuss With Your Aging Parents as They Get Older"
[ 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 ]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 ]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 ]PODCAST: Arthur Bergeron discusses Financial Planning for the Rest of your Life
[ 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 ]James Donnelly and Chris Collins to co-chair MBA 18th Annual In-House Counsel Conference: The New (Not So) Normal
[ 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 ]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 ]PODCAST: John Shea discusses Mediation in Divorce Cases
[ read full story ]PODCAST: Emily Crim discusses estate planning for same-sex couples | Recorded 5.1.20
[ read full story ]Free Estate Planning Clinic for Low-Income Veterans
[ download PDF file ]Joint Ownership: The Good, the Bad and the Ugly
[ read full story ]Even Your Pet Needs an Estate Plan
[ read full story ]Trusts and Estates Legal Update: "Mirick O'Connell's Trusts and Estates Team is here for you at every stage of your life."
03/29/2023[ read full story ]e-Alert: COVID-19 Funeral Reimbursement Program
5/10/2021[ read full story ]Extension of 2020 Federal Tax Return Filing and Payment
03/19/2021[ read full story ]Mirick O'Connell Attorneys to Speak at Massachusetts Bar Association 19th Annual In-House Counsel Conference: Avoiding Traps for the Unwary
1/27/22[ read full story ]Allen Falke Published in Kiplinger "Three Legal Documents Your Child Should Sign When They Turn 18"
05/12/2023[ read full story ]TOD Accounts Versus Revocable Trusts - Which Is Better?
12/2/2021[ read full story ]5 Ways to Incorporate Charitable Giving into Your Estate Plan
03/02/2020[ read full story ]Trusts and Estates Newsletter - Spring 2018
06/01/2018[ read full story ]Representative Matters
- Advised clients concerning gift, estate and generation-skipping tax planning
- Drafted estate planning documents including wills, durable powers of attorney, health care proxies, revocable living trusts, and homestead declarations
- Drafted irrevocable trusts, including life insurance trusts, family gifting trusts and marital deduction lifetime QTIP trusts
- Advised clients concerning asset protection issues
- Implemented sophisticated leveraged gifting transactions including qualified personal residence trusts, grantor retained annuity trusts, intentionally defective grantor trusts and family limited liability companies
- Implemented charitable gifts including the formation and operation of private foundations and gifts to charitable split-interest trusts, such as charitable remainder trusts and charitable lead trusts
- Created public charities
- Advised clients concerning elder and disability law issues, including asset preservation and Medicaid qualification
- Implemented special needs trusts, supplemental needs trusts, irrevocable income-only trusts and private annuities
- Prepared estate, fiduciary income tax, estate tax and gift tax returns
- Represented clients in tax matters before the Internal Revenue Service and the Massachusetts Department of Revenue
