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.
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
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
Check out “Estate Planning for Snowbirds.”
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
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
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
March 2, 2016 In January, Governor Charlie Baker released his administration’s budget proposal for 2017. While the plan covers numerous areas, one part, Outside Section 11 or “OS 11,” proposes changes that would significantly expand the scope of estate recovery … Continue reading
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On June 26, 2015, the U.S. Supreme Court issued a landmark 5-4 decision in Obergefell v. Hodges, holding that every state must license a marriage between two people of the same sex and every state must also recognize a marriage … Continue reading
Last week I met with a delightful couple in their early 80’s with a big problem. Over 10 years ago, at the urging of their four children, these folks transferred to their kids a so-called “remainder interest” in the … Continue reading
Tagged Cottage, Elder Law, Estate Tax, family trust, Irrevocable Trust, MassHealth, Nursing Home Care, Reverse Mortgage, revocable trusts, Trust, trust beneficiaries, Trustee