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Marshal S. Grant
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Marshal S. Grant

Practice areas:

Tax, Estate Planning

About Me

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).

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Languages Spoken: English, Dutch

Practice Areas

Licensed since 1996

  1. Estate Planning: 50%
  2. Tax: 50%

Payment

Fees:

Hourly ($250-300/hour), Retainer (Sometimes)

Payment Types:

Cash, Check

Attorney Endorsements

6 total 

  • Francis E. Younes

    Marshal has provided some great responses in his practice area and it truly shows his experience and knowledge. I endorse this lawyer.

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    Francis Younes Wrongful Death Attorney
    Relationship: Other

  • Michael Leo Potter

    Mr. Grant is an experienced and respected member of the Bar who gives of his time and talent in planning for one of the most important aspects of life. As a fellow Estate Planning attorney I am proud to say he is a credit to the legal profession. I proudly endorse him.

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    Michael Potter Estate Planning Attorney
    Relationship: Fellow lawyer in community

Contact Info

Law Office of Marshal S. Grant

800 Turnpike Street.
Suite 300
North Andover, MA, 01845

Resume

License

StateStatusAcquiredUpdated
NHAuthorized to practice law201309/11/2014
MAActive199604/14/2015

Professional Misconduct

We have not found any instances of professional misconduct for this lawyer.

Avvo Contributions

Legal Answers

Work Experience

TitleCompany NameDuration
OwnerLaw Office of Marshal S. Grant2014 - Present
AssociatePierce Atwood2012 - 2014
AssociateBurns & Levinson, LLP2006 - 2011

Associations

Association NamePosition NameDuration
Merrimack Valley Estate Planning CouncilMember2015 - Present
Massachusetts Bar AssociationMember2006 - Present
Boston Bar AssociationMember2004 - Present

Legal Cases

Case NameOutcome
Estate Tax Audit and ProtestSettled

See all Legal Cases 

Publications

Publication NameTitleDate
The Massachusetts Divorce Law Practice Manual (MCLE, 3rd Ed.)Basic Estate Planning for Divorce Lawyers2012
Burns & Levinson LLPNew Federal Tax Law Includes Significant Estate, Gift, and Generation-Skipping Transfer Tax Changes2010
The New Massachusetts Uniform Probate Code: Overview (MCLE)How Marriage Divorce, Intestacy, and Litigations May be Impacted by the Massachusetts Uniform Probate Code2009

Education

School NameMajorDegreeGraduated
Boston University School of LawTaxationLL.M - Master of Laws2004
Cornell University Law SchoolLawJD - Juris Doctor cum laude1996
Yale UniversityMedieval StudiesPhD - Doctorate1990
Dartmouth CollegeEnglishBA - Bachelor of Arts1980

Speaking Engagements

Conference NameTitleDate
Trust Planning and Drafting TechniquesTrusts for Spouses, Trusts for Minors & Trusts for Elderly and Disabled Persons2014
Estate Planning: MCLE BasicsPlus!Estate Planning for Business Owners2011
CPE SeminarEstate Planning with Retirement Benefits2010
CPE SeminarGRATs, QPRTs, and CLATs in 20102010
Trusts & Estates Section Mid-Year ReviewObama Proposals, Recent FLP Cases, Taxation of Retained Interests, and New Taxation of Expatriates2009