Category Archives: Estate Planning

‘Tis the Season for Giving

This is the time of year when I receive numerous calls from clients asking about year-end gifts they want to give to their children or other relatives and friends. Many have questions about the amount they can gift away without … Continue reading

Posted in Estate Planning, Gifting

Elder Law Seminars: Honoring Choices

During the next couple of months, my elder law seminars will be focusing on “Honoring Choices” in regards to your health care planning, should you become ill or in case of an emergency.  Below is a listing of my upcoming … Continue reading

Posted in Assisted Living, Elder Law, Estate Planning, Home Care, Incapacity, Probate, Trusts, Wills

Leaving Your Wealth in Trust for the Protection of Your Children

Consider how your assets can benefit, or perhaps complicate, the lives of your children or other loved ones when you pass away. You know your children better than almost anyone else, and your estate plan should take into consideration their … Continue reading

Posted in Estate Planning, Trusts

MCLE Webinar on 7/18 to discuss the Daley and Nadeau decisions and their implications for irrevocable trusts and Medicaid planning

Lisa Neeley will be speaking about her role as lead counsel in the Nadeau case as well as offering her thoughts on the future of Medicaid planning in Massachusetts. Click here for more information and to register for the Webinar.

Posted in Elder Law, Estate Planning, MassHealth

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

Lisa Neeley’s article published in National Academy of Elder Law Attorneys Spring 2017 NAELA Journal

The NAELA Journal Spring 2017 issue includes Lisa Neeley’s article Limiting State Medicaid Agency Attempts to Expand the “Any Circumstances” Test: An Analysis of Massachusetts’ Multiyear Legal Battle Over the Use of Irrevocable Trusts in Long-Term Care Planning. The article explores the … Continue reading

Posted in Elder Law, Estate Planning, MassHealth

Tracy Craig comments on estate planning documents for different states

Check out “Estate Planning for Snowbirds.”

Posted in Estate Planning

Let’s Get Physical: Body Donation in Massachusetts

Most of us are familiar with the small heart or other symbol on a driver’s license signifying that a person is an organ donor. But what if you would like to donate your entire body—organs and all—“to science,” as it … Continue reading

Posted in Anatomical Gifts, Estate Planning

Oral Arguments in Nadeau v. Thorn

The oral arguments in Nadeau v. Thorn were heard by the Massachusetts Supreme Judicial Court last week on January 5, 2017. Mirick O’Connell’s Lisa Neeley argued on behalf of the Appellant, Lionel C. Nadeau. Please click here to view the arguments. … Continue reading

Posted in Elder Law, Estate Planning, MassHealth

Should You Leave Money to Your Pets?

Pets are part of the family. They eat special food, require daily care and medications, and even sleep with their owners at night. But have you considered actually leaving money to your pet after you die? It may sound crazy, … Continue reading

Posted in Estate Planning, Pet Trusts, Wills