Author Archives: Lisa Neeley

About Lisa Neeley

Lisa is an attorney in the Firm's Trusts and Estates Group. She focuses her practice on elder law, estate, and special needs planning matters.   Lisa assists clients in the preparation and filing of complex MassHealth applications, from the planning and filing process through representation for any necessary appeals. In conjunction with her MassHealth expertise, Lisa has represented clients in appeal hearings regarding benefit eligibility issues before the Board of Hearings, Superior Court, and Massachusetts Appeals Court. In addition, Lisa has expertise in assisting elderly and disabled clients with the process of applying for community MassHealth benefits to enable them to remain in their homes while receiving care.    Lisa routinely assists clients of all ages with the preparation of estate and long-term care planning documents, including powers of attorney, health care proxies, wills, and trusts. She regularly appears in Probate Court to represent individuals and families in guardianship, conservatorship, and estate administration matters. Lisa frequently speaks to local senior centers, hospitals, nursing homes, and community groups on estate and long-term care planning topics. She is an active member of the Massachusetts Chapter of the National Academy of Elder Law Attorneys (NAELA). In 2016, Lisa was a recipient of the John Ford litigation advocacy award by the National Academy of Elder Law Attorneys (NAELA) in recognition of her dedication and commitment to people as they age and for people with special needs.

SJC rules on Nadeau and Daley cases

Today the Massachusetts Supreme Judicial Court issued its decision in the cases of Nadeau v. Director of the Office of Medicaid and Daley v. Secretary of the Executive Office of Health and Human Services. In the unanimous decision, the SJC held … Continue reading

Posted in Elder Law, Estate Planning, MassHealth

Converting Medicaid to a block grant program will hurt seniors and the disabled

Recently, there has been much discussion in the news about the possibility of Congress radically altering the Medicaid program by converting it into a block grant system. Such a change would convert Medicaid into a system in which each state … Continue reading

Posted in Elder Law, MassHealth

Your Medicaid Application Was Denied. Now What?

As elder law attorneys, it is our goal to have each and every client’s Medicaid application to receive MassHealth benefits ultimately approved. However, the reality is that in some cases, an application may initially be denied. Applications are denied for … Continue reading

Posted in Elder Law, MassHealth

MassHealth’s Proposed Changes to Pooled Trusts Highlighted in The Boston Globe

The Boston Globe recently published an article concerning MassHealth’s proposed regulatory ban for transfers of assets to pooled trusts for individuals over the age of 65. The article profiles a typical client who might use a pooled trust, an elderly … Continue reading

Posted in Elder Law, MassHealth, Pooled Trusts

Massachusetts Supreme Judicial Court to hear oral arguments in two Medicaid eligibility cases involving irrevocable trusts

On January 5, 2017, the highest court in Massachusetts will hear oral arguments in two cases concerning the use of irrevocable trusts in Medicaid planning and denials of long-term care benefits. A synopsis of each case is provided below:

Posted in Elder Law, MassHealth, Trusts