Estate Planning

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.

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

Tara J. Cushing

Tara J. Cushing
Paralegal

Sarah E. Johnson

Sarah E. Johnson
Paralegal

Amy L. McIntyre

Amy L. McIntyre
Paralegal

Lisa Neeley Prevails - SJC Rules House in Nominee Trust Not a Countable Asset for MassHealth

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James Donnelly and Chris Collins to co-chair MBA 18th Annual In-House Counsel Conference: The New (Not So) Normal

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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: Emily Crim discusses estate planning for same-sex couples | Recorded 5.1.20

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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 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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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 ]

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 ]

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 ]

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 

Planning to Stay Home

Most seniors, like my friends Frank and Mary, hope they can live in their home until they die.  But hope is not a plan. Here are some tips: Make your home safe. The older you get the greater the risk …

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The Planning You Need to Qualify for MassHealth

In previous columns I have explained how, whether you are single or married, you can always qualify for MassHealth at the last minute if you need to.    Knowing that to be true, do you still need to plan ahead?  The …

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Giving it All Away (Or at Least Some of It)

Every December my clients ask whether or not it makes sense to make gifts to their loved ones.  In addition to getting to hear “thank you”, there are several advantages to giving assets away before you die, with few disadvantages.  …

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Single? Need to Qualify for MassHealth?

It is important to know your options when it comes to qualifying for MassHealth should you require home health care or nursing home care. Many seniors who are single often lose sleep worrying about this very issue. Rest assured, whether …

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The Couples Guide to Qualifying for MassHealth

Whether you’re married or single, if you need MassHealth because you need nursing home care or need a lot of care at home, you can always qualify for MassHealth.  This month, I’ll talk about the rules if you’re married.  Next …

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Which Medicare Option is Right for You?

As a senior, you know that every year you need to spend some time looking at next year’s Medicare D drug plans. Not only do you have the ability to change plans every year, but the companies that offer the …

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How to Minimize Your Taxes

Who likes paying taxes? No one! Below are some ways you may be able to minimize or avoid taxes: REAL ESTATE TAXES Abatements. You may already be aware of the senior and veterans abatements, but did you know that you …

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You’re Single. Does Your Estate Plan (Still) Work?

If you’ve been single all your life, you’ve had a lot of time to worry about protecting yourself and your assets while you are alive and making sure they go to the right people after you die. Occasionally, though, that …

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Nursing Home Alternatives During COVID-19

What is the alternative to being in a nursing home? That question is top of mind for many seniors now due to the high risk factors of the coronavirus, and the fact that the disease has become widespread within nursing …

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The Impact of COVID-19: We Are in This Together

In these columns, I generally try to provide legal tips and advice regarding how you, as seniors, can plan to make your life easier and to be prepared for life’s inevitable emergencies. Well, here we are. We are all living …

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