Elder Law

Protecting your future and that of your family is invaluable.  The Elder Law Group provides sound legal advice with practical solutions to the complex legal issues and challenges that often face aging or disabled individuals.

Our attorneys assist clients in developing asset protection plans to maximize quality of life while preserving finances for future generations.  We provide guidance to elderly clients and their family members in connection with MassHealth (Medicaid) planning, and assist clients with special needs to help minimize the adverse consequences of becoming disabled.

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News and Commentary on Important Estate Planning and Elder Law issues provided by Mirick O'Connell Attorneys

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Elder Law with Frank and Mary 

Practice Chair

Tracy A. Craig

Tracy A. Craig
Partner

Arthur P. Bergeron

Arthur P. Bergeron
Of Counsel

Emily L. Crim

Emily L. Crim
Associate

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

Amy L. McIntyre

Amy L. McIntyre
Paralegal

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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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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BLOG: Protecting the Elderly: Coronavirus and Nursing Homes

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Make a New Year's Resolution: Follow Frank and Mary

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Free Estate Planning Clinic for Low-Income Veterans

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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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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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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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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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Lisa Neeley to speak on the Legal Aspects of Aging

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Lisa M. Neeley Honored with Elder Advocacy Award

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5 Ways to Incorporate Charitable Giving into Your Estate Plan

03/02/2020[ read full story ]

Tracy Craig authors Kiplinger article, "Should You Give Your House Away?"

06/12/2018[ 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 ]

Representative Matters

  • Developed asset protection plans that allow couples to keep control of all their assets, while assuring that, if one passes away, the assets of the survivor will be protected immediately if nursing home care is needed
  • Developed safeguard system so that elderly clients can feel confident that those managing their assets are accountable
  • Developed innovative private annuity and other vehicles to assure that, if one spouse needs nursing home care, the other spouse can remain at home without facing financial ruin
  • Represented hundreds of elders in obtaining MassHealth eligibility and appealing inappropriate denials of eligibility
  • Analyzed tax implications of asset protection plan, to ensure estate and income tax savings are maximized
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