Andrew B. O'Donnell
Of Counsel
Legal Administrative Assistant Lynn M. Burns
Andy practices in the areas of tax law and estate and business planning. He is the former chair of the Trusts and Estates Group, and previously served on the firm's Management Committee.
He provides estate planning for high-net-worth individuals, business succession planning for business owners and tax advice to individual and business clients in connection with many types of transactions, including business acquisitions and restructurings; venture capital fund formation and structuring; equity compensation strategies; business formations and combinations; formation, qualification and operation of tax-exempt organizations; and tax-exempt bond financings.
Andy was included in the 2025 edition of The Best Lawyers in America® for Tax Law. He has been recognized by The Best Lawyers in America® since 1989. Boston magazine and Law & Politics named Andy one of Massachusetts "Super Lawyers" for 2004, 2006 and 2008-2013. Andy has received an AV® Preeminent Peer Review Rating by Martindale-Hubbell, the highest rating available for legal ability and professional ethics.
Bar & Court Admissions
- Massachusetts
- Suffolk University Law School JD
- Boston University School of Law LLM, Taxation
- Williams College BA
Publications/Presentations
- “Ownership Transition for Privately Held Companies,” Mirick O’Connell Seminar, February 2, 2023 (panelist)
- “New PPP Flexibility Act Extends Forgiveness Period and Maturity Date Among other Benefits,” Mirick O’Connell Client Alert, June 9, 2020
- “Paycheck Protection Program Loan Forgiveness Application and Guidance,” Mirick O’Connell Client Alert, Business Group Legal Update, May 19, 2020
- “Good News for Many PPP Loan Recipients: Treasury Department Issues New Guidance on "Necessity" Certification for PPP Loan Applicants that Should Ease Concerns,” Mirick O’Connell COVID-19 Legal Updates Client Alert, May 14, 2020
- “PPP Return Deadline Extended to May 14th,” Mirick O’Connell COVID-19 Legal Updates Client Alert, May 7, 2020
- “Recent COVID-19 Legislation Provides Payroll Tax Relief to Employers,” Mirick O’Connell Client Alert, April 1, 2020
- "Qualifying for Tax Exemptions," in Massachusetts Nonprofit Organization (MCLE)(contributing author)
Professional / Community Affiliations
- Worcester Academy, former member, former president of the Board of Trustees
- Worcester Business Development Corporation, former member; former Chair of the Board
- Worcester Regional Research Bureau, Board of Directors
- Worcester Chamber of Commerce, former member of the Board of Directors
- Preservation Worcester, former president
- Greater Worcester Community Foundation, corporator
- Boys and Girls Club of Worcester, corporator
- American Bar Association, Tax and Probate Section
- Massachusetts Bar Association, Tax and Probate Section; former chair of the Tax Council
- Worcester County Bar Association, Tax and Probate Sections
PLANNING TO KEEP CONTROL
This article was co-authored by Arthur Bergeron and Leah Kofos. Does this dilemma sound familiar? On one hand, you want to keep control of your life and make all of financial and medical decisions yourself. On the other hand, you …
[ load webpage to read more ]Living with Memory Loss
Thirty years ago next month, my mother died in a nursing home. Back then, there weren’t open discussions, shared knowledge, or resources available to people with Alzheimer’s Disease. Most seniors died from “hardening of the arteries” or just “old age.” …
[ load webpage to read more ]Financial Planning for Seniors
This article was authored by elder law attorneys Arthur P. Bergeron and Leah Kofos. To whom do you trust to give your financial planning advice? Your accountant? Your kids? The guy you have coffee with at Dunkin Donuts? Your lawyer? …
[ load webpage to read more ]Extension of 2020 Massachusetts Tax Return Filing and Payment
This article was authored by Allen J. Falke, Tracy A. Craig, and Leah Kofos. Following the recent federal extension for tax filings, Massachusetts has announced that it will extend the filing and payment deadline for individual income tax returns until …
[ load webpage to read more ]Extension of 2020 Federal Tax Return Filing and Payment
This article was authored by Allen J. Falke, Tracy A. Craig, and Leah Kofos. The Internal Revenue Service announced yesterday that the federal income tax filing and payment deadline for individuals will be extended until May 17, 2021. This extension …
[ load webpage to read more ]A Few Tips for Tax Season
This article was authored by elder law attorneys Arthur P. Bergeron and Leah A. Kofos. I love being at Mirick O’Connell because when my elder clients inevitably call me at this time of year asking tax questions, I can always …
[ load webpage to read more ]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 …
[ load webpage to read more ]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 …
[ load webpage to read more ]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. …
[ load webpage to read more ]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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