Trusts and Estates

Mirick O'Connell Named Tier 1 Firm by U.S. News - Best Lawyers "Best Law Firms" in 2025

24 Mirick O'Connell Attorneys Named to 2025 Best Lawyers and Best Lawyers: Ones to Watch List

Jennifer Flanagan, Christine Boutin and Elizabeth Newton to present at a MCLE Live Webcast on September 26

Christine Boutin to present, "What Conveyancers Need to Know When Elderly Clients Buy Property"

Jennifer Flanagan has been elected as a Fellow of the American College of Trust and Estate Counsel (ACTEC)

Nancy Gunnard quoted in "How Are Estates Distributed If There's No Will? A Lawyer Explains Intestate"

Allen Falke Published in Kiplinger "To Protect Your Kids, Consider These Estate Planning Steps"

28 Mirick O'Connell Attorneys Named to 2023 Super Lawyers and Rising Stars List

Allen Falke Published in Kiplinger "What to Discuss With Your Aging Parents as They Get Older"

Jennifer Z. Flannagan, Seasoned Trusts and Estates Attorney, Joins Mirick O'Connell

Trusts and Estates e-News: Episode 2 of Trusts and Estates Podcast Series

Mirick O'Connell Launches Trusts and Estates Podcast Series

27 Mirick O'Connell Attorneys Named to 2022 Super Lawyers and Rising Stars List

25 Mirick O'Connell lawyers recognized as 2023 Best Lawyers and Best Lawyers: Ones to Watch 2023

Four Attorneys Recognized as "Lawyer of the Year" by Best Lawyers 2023

Arthur Bergeron quoted in AARP, "You've Got the Power (of Attorney)"

PODCAST: Arthur Bergeron discusses 'Staying at Home'

Happy New Year from Mirick O'Connell

PODCAST: To Gift or Not to Gift? That is the Question

PODCAST: Arthur Bergeron discusses Avoiding Family Feuds

PODCAST: Allen Falke discusses Considerations for Parents as Children Turn 18

PODCAST: Arthur Bergeron discusses Living with Memory Loss

17 Mirick O'Connell Attorneys Named to 2022 Best Lawyers and Best Lawyers: Ones to Watch List

Patricia Davidson was quoted in Massachusetts Lawyers Weekly article, "Widow Gets Appreciation on her Share of Estate"

In the absence of language in a premarital agreement suggesting otherwise, is a surviving spouse entitled to benefit from the appreciation of the value of her share of the assets in her late husband's estate occurring in the years between his death and the settlement of the estate?

PODCAST: Arthur Bergeron discusses Wills and Trusts

PODCAST: Arthur Bergeron discusses Planning for the Last Year of Life

Anthony P. DaSilva, Jr. Joins Mirick O'Connell

PODCAST: Arthur Bergeron discusses Financial Planning for the Rest of your Life

Best Lawyers release the 2021 Edition of Best Lawyers in New England

PODCAST: Arthur Bergeron discusses Tax Issues for Seniors

PODCAST: Arthur Bergeron discusses Planning Ahead to Protect your Home as you Age

PODCAST: Arthur Bergeron discusses What Seniors Need to Know about MassHealth

PODCAST: Arthur Bergeron discusses Massachusetts Elder Law: Gifting

PODCAST: Arthur Bergeron discusses Medicare Open Enrollment

Mirick O'Connell Named Tier 1 Firm by U.S. News - Best Lawyers "Best Law Firms" in 2021

PODCAST: Mirick O'Connell attorneys discuss Remembering RBGT: Her Life and Legacy

Leah Kofos featured in Pro Bono Spotlight by Community Legal Aid

PODCAST: Allen Falke discusses Estate Planning Techniques in a Low Interest Rate Environment

17 Mirick O'Connell Attorneys Named to 2021 Best Lawyers and Best Lawyers: Ones to Watch List

We Stand in Solidarity: A message to our clients and our community.

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

e-Alert: Massachusetts Legislature Passes Remote Notarization Bill / Recommendations to Ensure Workplace Safety in Light of the COVID-19 Pandemic for Non-Healthcare Employers

PODCAST: Arthur Bergeron talks about alternatives to nursing homes during COVID-19 | Recorded 4.27.20

PODCAST: Ted Bassett discusses taking care of the elderly during COVID-19 | Recorded 4.25.20

e-Alert: COVID-19 Legal Updates: Employment Law | Estate Planning | Business

PODCAST: Grace Roessler discusses Family Law and Divorce during COVID-19

e-Alert: Tax Extension/ DOL Releases Poster of Employee Rights/Impact on Construction Industry

e-Alert: Congress Passes Families First Coronavirus Response Act/ April 15 Reprieve

e-Alert: Long-term Care and Estate Planning/ Coronavirus Impact on the Workplace/ Construction Industry

Mirick O'Connell recognized as "Best Law Firm" for business by Worcester Business Journal

Free Estate Planning Clinic for Low-Income Veterans

Tax Planning Ideas for the End of 2018

Joint Ownership: The Good, the Bad and the Ugly

Even Your Pet Needs an Estate Plan

14 Mirick O'Connell attorneys recognized in 2019 The Best Lawyers in America

Mirick O'Connell Ranked Largest Law Firm in Central MA

Mirick O'Connell Voted Best Law Firm For Business

Highlights of the New Tax Bill

Last week the President signed into law a new tax bill that has dramatic effects on the current tax system. Here are highlights affecting most individuals

Mirick O'Connell included in the 2018 "Best Law Firms" list by U.S. News & World Report and Best Lawyers

Meet the Newest Members of the Mirick O'Connell Team

Arthur Bergeron honored by MetroWest Health Foundation

Highlights from our Trusts and Estates Blog

Mirick O'Connell Voted Best Law Firm

Jason Port Selected for Leadership Worcester Class of 2017

Mirick O'Connell Featured in Worcester Telegram

Worcester Chamber Salutes Mirick O'Connell on 100 Years of Excellence

Mirick O'Connell Celebrates 100th Anniversary!

Jason Port Recognized as one of this year's "40 Under Forty" by Worcester Business Journal

Business Law Update: A Pitfall of Company Owned Life Insurance

Trusts & Estates Law Update: "Massachusetts Estate Tax Changes"

Trusts and Estates Legal Update: "Mirick O'Connell's Trusts and Estates Team is here for you at every stage of your life."

e-Alert: COVID-19 Funeral Reimbursement Program

Extension of 2020 Massachusetts Tax Return Filing and Payment

Extension of 2020 Federal Tax Return Filing and Payment

American Rescue Plan Act of 2021 Contains New COBRA Subsidies

American Rescue Plan and Paid Leave: What Employers Need to Know

Tax Planning Ideas for the End of 2018

Commonwealth Proposes Sweeping Changes to MassHealth Regulations

Patricia Davidson to Present "Updates in Probate Law" at the 2021 MBA Probate Law Conference

Trish Davidson to participate in National Business Institute's Estate Administration Boot Camp

Allen Falke to present "Wondering how the new tax bill will affect your and/or your business?" Seminar

Mirick O'Connell sponsors Safe Homes Gala & People Of Courage Awards

Allen Falke Published in Kiplinger "Three Legal Documents Your Child Should Sign When They Turn 18"

TOD Accounts Versus Revocable Trusts - Which Is Better?

Patricia Davidson Co-authors Bloomberg Tax article "The Evolving Role of Trust Protectors"

5 Ways to Incorporate Charitable Giving into Your Estate Plan

Trusts and Estates Newsletter - Spring 2018

Commonwealth Proposes Sweeping Changes to MassHealth Regulations

Fall 2016 Trusts and Estates Newsletter

Getting All Your 'Docs' in a Row: Trusts and Estates Blog

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 …

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.” …

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? …

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 …

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 …

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 …

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 …

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 …

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.  …

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 …