Ilene L. McCauley is a full time attorney with 35 years experience in estate, business and tax planning. She has been a member of the State Bar of Arizona since 1982 and has been certified by the Arizona Board of Legal Specialization as a Certified Specialist in Taxation since 1983. She is a member of Wealth Counsel.
In her words, "I am a full time attorney and mother of a lovely 19 year old daughter. My husband passed away 12 years ago and I have seen first hand the importance of planning ahead."
Perhaps this explains that, along with her exemplary educational background and expertise, her clients receive something equally important; her warmth, enthusiasm and empathetic nature. This is evident in the fact that her clients are multi-generational and that she is regularly invited to the most important, intimate events in their lives. She is experienced in advising how to provide for children with special needs in your trust. And, oh yes, even how to include your pets whether they are a valuable race horse, or your dog, Spot!
Ms. McCauley was editor and contributor to the publication Conspectus Current, produced by the National Network of Estate Planning Attorneys. She is a Fellow of the Esperti-Peterson Institute for Advanced Estate Planning and has completed her second post-doctoral degree in advanced Tax and Estate Planning. She has served an appointment to the Tax Advisory Commission of the State Bar of Arizona and has recently been appointed to the position of Adjunct Professor at the Estate and Wealth Strategies Institute at Michigan State University.
Ms. McCauley is a noted speaker and is well sought after for speaking and radio engagements. Some of her topics include: "Tax Planning for Small Business"; "Bridge the Gap; Basic Legal Skills"; "New Tax Legislation"; "The Charitable Remainder Trust as an Executive Benefit Tool"; "Goals and the Consultative Process"; and "Converting Stock Options to Other Employee Benefits". In addition she is certified to offer continuing education credits for insurance professionals and certified financial planners.
Ms. McCauley earned her BA from Binghampton University, her JD from Hofstra University School of Law, and her LLM (Master of Laws in Taxation) from DePaul University School of Law. She was named Arizona’s Outstanding Young Lawyer in 1991.
Licensed since 1978
Hourly ($350-400/hour), Fixed (Sometimes)
Check, Credit Card
Ilene is an excellent and extremely knowledgeable attorney. I have referred many clients with complex estate planning and tax matters to her over the years. Ilene is professional and extremely bright, and the clients have always been happy with her services. I strongly recommend Ilene to anyone in need of a compassionate and prepared attorney.
Maria Stein Child Custody Attorney
Relationship: Fellow lawyer in community
|Award Name||Grantor||Date Granted|
|Top Attorneys in the Valley||North Valley Magazine||2012|
|Top Attorneys in the Valley||North Valley Magazine||2011|
|Certified Specialist - Tax Law||State Bar of Arizona||2010|
|Certified Specialist in Tax Law||State Bar of Arizona||2005|
|Certified Specialist in Tax Law||State Bar of Arizona||2000|
|Master of Estate Planning||National Network of Estate Planning Attorneys||2000|
|Membership||National Network of Estate Planning Attorneys||1997|
|Certified Specialist in Tax Law||State Bar of Arizona||1995|
|Certified Specialist in Tax Law||State Bar of Arizona||1990|
|Outstanding Young Lawyer||State Bar of Arizona||1988|
|Certified Specialist in Tax Law||State Bar of Arizona Board of Legal Specialization||1985|
|Partner||Goldinov & McCauley, PLC||2005 - Present|
|President||Ilene L. McCauley||1984 - 2005|
|Association Name||Position Name||Duration|
|Wealth Counsel||Member||2005 - Present|
|State Bar of Arizona||Member||1982 - Present|
|State Bar of Wisconsin||Member||1978 - Present|
|National Network of Estate Planning Attorneys Arizona Chapter||President||N/A|
|Bridle and Bit||Horse Trusts Make Horse Sense||2010|
|DePaul University College of Law||Taxation||LL.M - Master of Laws||1982|
|Hofstra University School of Law||Law||JD - Juris Doctor||1978|
|Binghamton University, Harpur College of Arts and Sciences||N/A||BA - Bachelor of Arts||N/A|
|Trustee Training Camp: Get your Boots on the Ground||Training for Trustees & Professionals||2013|
|Planning for IRA's After The "Fiscal Cliff"||Planning for IRA's After The "Fiscal Cliff"||2013|
|Business Succession Planning for the Future..Industry & The Affordable Care Act: What Business Needs to Know||Business Planning & Affordable Care Act||2013|
|Trustee Training Camp||Trustee Training||2012|
|Trustee Training||Trustee Training||2012|
|The Widowed Community 2012 Conference||Estate Planning||2012|
|Stretch IRA Trusts||Stretch Ira Trusts||2012|
|Estate Planning Boot Camp||Estate Planning||2012|
|Business Planning Boot Camp||Business and Tax Planning||2012|
|Business Planning Boot Camp||Business Creation & Tax Planning||2012|
|The Widowed Community 2011 Annual Meeting||Estate Planning for the Futire||2011|
|Downs Syndrome Network Estate Planning Conference||Planning for Special Children||2011|
|Stretch IRA Trusts||Stretch IRA Trusts||2010|
|State Farm Insurance||10 Most Common Mistakes in Estate Planning||2010|
|EP Update in Estate Planning for 2010||Estate Planning||2010|
|The Arizona Institute||Tax Planning for Small Business||2007|
|Naifa Annual Meeting||10 Most Common Mistakes in Estate Planning||2005|