I am an estate and tax planning attorney with an LL.M. in Taxation and approximately 15 years of experience representing individuals, executors, trustees, and beneficiaries. This includes basic estate planning as well as sophisticated plans that address clients' concern for the orderly disposition of their wealth, the minimization of taxes, business succession planning, creditor protection, and the special needs of disabled children. I love working with families and guiding them through the maze of tax and property law issues in search of a plan that achieves their substantive goals and minimizes taxes without letting the tax tail wag the dog.
Specialties: Preparation of wills, revocable trusts, health care proxies, durable powers of attorney, buy-sell agreements, asset protection trusts, special needs trusts (SNTs), personal residence trusts (QPRTs), family limited partnerships (FLPs), grantor retained annuity trusts (GRATs), irrevocable life insurance trusts (ILITs), installment sales to irrevocable grantor trusts, and self-cancelling installment notes (SCINs).
Languages Spoken: English, Dutch
Licensed since 1996
Hourly ($250-300/hour), Retainer (Sometimes)
I have worked with Marshal and have known him over 10 years. He is a very careful and competent attorney who cares about his clients and his work. Marshal's work ethic is impeccable. I would highly recommend Marshal to anyone.
Lynn Buskey Estate Planning Attorney
Relationship: Fellow lawyer in community
Marshal Grant is an excellent attorney. First, his attention to detail is second to none. Second, he has a remarkeable ability to boil down complex issues into simple concepts. Third and most importantly, he is fully committed to ensuring that his clients receive the best possible legal representation.
Joshua Dowling Litigation Attorney
|NH||Authorized to practice law||2013||09/11/2014|
|Owner||Law Office of Marshal S. Grant||2014 - Present|
|Associate||Pierce Atwood||2012 - 2014|
|Associate||Burns & Levinson, LLP||2006 - 2011|
|Association Name||Position Name||Duration|
|Merrimack Valley Estate Planning Council||Member||2015 - Present|
|Massachusetts Bar Association||Member||2006 - Present|
|Boston Bar Association||Member||2004 - Present|
|The Massachusetts Divorce Law Practice Manual (MCLE, 3rd Ed.)||Basic Estate Planning for Divorce Lawyers||2012|
|Burns & Levinson LLP||New Federal Tax Law Includes Significant Estate, Gift, and Generation-Skipping Transfer Tax Changes||2010|
|The New Massachusetts Uniform Probate Code: Overview (MCLE)||How Marriage Divorce, Intestacy, and Litigations May be Impacted by the Massachusetts Uniform Probate Code||2009|
|Boston University School of Law||Taxation||LL.M - Master of Laws||2004|
|Cornell University Law School||Law||JD - Juris Doctor cum laude||1996|
|Yale University||Medieval Studies||PhD - Doctorate||1990|
|Dartmouth College||English||BA - Bachelor of Arts||1980|
|Trust Planning and Drafting Techniques||Trusts for Spouses, Trusts for Minors & Trusts for Elderly and Disabled Persons||2014|
|Estate Planning: MCLE BasicsPlus!||Estate Planning for Business Owners||2011|
|CPE Seminar||Estate Planning with Retirement Benefits||2010|
|CPE Seminar||GRATs, QPRTs, and CLATs in 2010||2010|
|Trusts & Estates Section Mid-Year Review||Obama Proposals, Recent FLP Cases, Taxation of Retained Interests, and New Taxation of Expatriates||2009|