Liz is a compassionate advocate for her clients. Her counsel goes beyond the development of estate plans, as she recognizes that her clients are dealing with troubling unknowns as they age, and that emotions and stress oftentimes come into play when planning for the future.
Liz counsels individuals and families on developing and implementing estate plans to align with our clients’ goals and designed to protect their assets. She drafts estate planning documents including wills, revocable trusts, irrevocable life insurance gifting trusts, and irrevocable Medicaid trusts.
She also advises fiduciaries, trustees, and family members in the administration and settlement of trusts and estates.
Prior to joining Mirick, she was an associate with Mendel & Associates, LLC in Waltham, MA.
- Northeastern University JD (2011)
- Boston College BA (2006)
- Massachusetts
- Massachusetts Bar Association
- Worcester Bar Association
- Estate and Business Planning Council of Worcester County
- National Academy of Elder Law Attorneys
- “Estate and Financial Planning at Any Age,” Boston College webinar (October 16, 2024)
- “Planning for Long-Term Care,” Rutland Council on Aging (October 10, 2024)
- “Introduction to Trusts” and Medicaid Planning and Elder Law Issue Spotting,” MCLE’s “Understanding and Using Trusts: MCLE Basics Plus!,” MCLE (September 26, 2024)
- “Distributions, Final Accounting and Closing the Estate,” NBI’s Massachusetts Probate and Trust Administration (August 20, 2024)
- “Updating Your Estate Plan,” Rutland Council on Aging (May 10, 2024)
- “Elder and Disability Law in Massachusetts,” MCLE, 2023 edition (co-editor)
- “The Long and Winding Road: What you can Expect from the Probate Process,” On Air with Mirick O’Connell legal podcast (July 10, 2023) (guest)
- “Welcome to the Real World-Things to Consider when Your Child Turns 18,” On Air with Mirick O’Connell legal podcast (March 16, 2023) (guest)
- “Updates in Probate Law and Practice,” Massachusetts Bar Association’s 10th Annual Probate Conference (November 4, 2022) (presenter)
- “Estate and Financial Planning at Any Age,“ Boston College (October 14, 2022) (presenter)
- “Drafting Estate Plans,” MCLE, 2021, 2019 (co-editor) and 2017 editions
- “Introduction to Estate Planning: Wills, Trusts, and Taxes,” Brookline Adult & Community Education (September and March, 2021; June and February, 2020) (presenter)
- “Financial and Estate Planning for Young Professionals,” Boston College (January 27, 2021) (presenter)
- “Paying for Long-Term Care,” Essex County Estate Planning Council (April 28, 2020) (presenter)
- Liz works with clients to name a guardian for their minor children, while ensuring that assets are managed for the children while they are young.
- Liz also works with clients to reduce estate tax by implementing estate plan documents geared toward tax-minimization and analyzing the client’s assets to ensure that they are titled in a way to reduce taxes.
- Liz works with aging clients who are worried about the possibility of paying for long-term care in the future and its effect on being able to pass assets to their beneficiaries.
- Liz works with clients who are already in or about to enter a nursing home to preserve assets and to apply for MassHealth (Medicaid) benefits to help cover the cost of such care.
- Liz also works with clients whose loved one has passed away and facilitates the transition of assets through estate or trust administration, including the preparation of estate tax returns.