Clients often come into our office and say, “I need a trust,” but cannot explain why they need a trust. This article will explain what a trust is, the different types of trusts, and generally what each type of trust can accomplish in an estate plan. A trust is a relationship between three roles: grantor, […]
Congratulations to Attorney David Surprenant who was named a ‘Go To’ Lawyer for Business Transactions by Massachusetts Lawyers Weekly. As a seasoned transactional lawyer and trusted advisor to businesses, both privately held and publicly traded, David is known for his meticulous attention to detail and strategic mindset. He previously led Mirick as Managing Partner for […]
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As businesses across the Commonwealth settle into 2026, below are seven things employers should keep in mind as they navigate this coming year. 1. The Massachusetts Wage Act Is Unforgiving The Massachusetts Wage Act establishes the standards companies with a presence in the Commonwealth must follow vis-à-vis wage and hour practices. Strict compliance is […]
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Making informed decisions about housing, estate planning, and healthcare is essential to building a secure and flexible retirement. Attorney Robert Mascali will join Bob Tranchell of Mutual of Omaha Mortgage to present a free educational program, Getting Your House in Order at 10 a.m. on Thursday, March 12 at Mashpee Commons, Mashpee. The program is […]
Disputes involving wills, trusts and real estate are often emotionally charged, legally complex and financially lucrative. Attorney Patricia Davidson recently joined 90.5 WICN Public Radio host Eric Gratton for Business Beat, to talk about how she helps clients navigate contested probate, trust and fiduciary matters. Trish also talks about what it means to her to […]
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Often clients come to us knowing that they need to apply for MassHealth for a loved one needing long-term nursing facility care. However, MassHealth has a myriad of state regulations which must be followed in order for the application to be approved. Failing to understand and to follow MassHealth’s many rules regarding long-term care applications […]
Attorney Frank Gleason is quoted in the Worcester Business Journal article, “Protecting innovation: Patent attorneys are the behind-the-scenes MVPs turning innovation into businesses,” exploring the area’s history as an innovation hub and the key role patent attorneys played, and continue to play, in innovators’ success. “Even when an entrepreneur or inventor has a legitimate claim […]
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Attorney Katie Calo was published in the Worcester Business Journal, Seven Things I Know About… Subsequent Marriages and Blended Families. Visit the Worcester Business Journal to read the full article. […]
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Attorney Massiel L. Sanchez will join Patrick Banfield of Banfield Law for a virtual presentation to the Boston Bar Association (BBA), DEI on Trial: Recent Developments in Employment Litigation on Friday, January 30, 2026, from 12-1 p.m. The two will discuss how courts are applying anti-discrimination laws in the employment context amid the current political […]
MassHealth (the Massachusetts Medicaid program) has the right to review all financial transactions for an applicant applying for long-term care benefits and the applicant’s spouse in the five years prior to the application. This is called the “five-year look-back” period. MassHealth looks for “disqualifying transfers,” which are transactions made for less than fair market value; […]
Read More… from How to Qualify for MassHealth if You Have Missed the Five-Year Look-Back