Successfully represented the plaintiff in Fournier v. Sudders, 488 Mass. 43 (2021), where the Supreme Judicial Court held that a retained limited power of appointment to charities in an irrevocable trust does not render the trust countable for Medicaid eligibility purposes.

Prevailed in Guilfoil v. Sudders, 486 Mass. 788 (2021), in which the Massachusetts Supreme Judicial Court ruled that a nominee trust was not a countable asset in the context of Medicaid long-term care eligibility.

Represented the plaintiff in Dermody v. Executive Office of Health and Human Services, 491 Mass. 223 (2023), a case addressing the treatment of irrevocable trusts in Medicaid eligibility. The petition for certiorari was denied, leaving the Massachusetts decision as binding precedent.

Successfully argued before the Massachusetts Supreme Judicial Court in Daley v. Executive Office of Health and Human Services & Nadeau v. Director of the Office of Medicaid, 477 Mass. 188 (2017), securing a ruling that a residence held in an irrevocable trust is not countable for Medicaid eligibility when the grantor retains a life estate or right of occupancy.

Won reversal in Heyn v. Director of the Office of Medicaid, 89 Mass. App. Ct. 312 (2016), where the Appeals Court held that the mere authority of a trustee to purchase an annuity or allocate trust funds did not render the assets countable for Medicaid eligibility.

Regularly represents individuals and families in the preparation and filing of complex long-term care and community-based MassHealth applications, helping clients preserve eligibility while planning for critical care needs.

Represents clients in Medicaid appeals at every level, including administrative hearings before the Board of Hearings, as well as proceedings in the Massachusetts Superior Court and Appellate Courts.

Represents fiduciaries and beneficiaries in contested MassHealth estate recovery claims, helping clients challenge improper efforts to recoup benefits from decedents’ estates.

Provides representation in guardianship and conservatorship matters involving long-term care planning, as well as fiduciary and beneficiary litigation in probate court.

Prepares wills, trusts, powers of attorney, and health care proxies aligned with clients’ goals for asset preservation, incapacity planning, and lifetime financial management.

Advises individuals with disabilities on estate and long-term care planning strategies that protect access to SSI, SSDI, and MassHealth while providing for financial stability.

Frequently serves as an expert witness on issues related to Medicaid eligibility, trust planning, and fiduciary responsibility in litigation and administrative proceedings.

Represents individuals and families in nursing home litigation involving payment disputes and violations of resident rights under state and federal law.